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1. May/June Higher Bullish

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2. Automation Deflationary and Upside Operating Cash Flow

The Upside of Automation…MS shows, the potential operating cash flow upside from GenAI automation.

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3. Where Does America Get Its Uranium? 27% from Russia

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4. American Golden Dome Budget

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5. 157 Companies Trying to Create Competitive Weight Loss Drugs

Marketwatch-A key industry conference gave a glimpse into the next generation of weight-loss drugs — which will focus not just on weight reduction but tolerability and differentiation.

After the annual American Diabetes Association conference — almost a third of the obese is diabetic — analysts at Panmure Liberum led by Susana Cruz provided insight on the latest treatments, prevention strategies and research.  With patents expiring and the obesity market opening up, major players in the weight-loss market are lining up to see what will follow the likes of Wegovy and Zepbound. With Morgan Stanley estimating the market could expand to $150 billion globally by 2035, there are 157 different competitors aiming to replicate the success of the likes of Novo’s.

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6. NATO New Spending Chart

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7. Chronic Absenteeism and Substantial Enrollment Decline in Public Schools Post Covid

The Persistent Presence Of Absence

Via ZeroHedge: The fact that many children are ditching America’s public schools is undeniable. Most recently, Nat Malkus, Deputy Director of Education Policy at the American Enterprise Institute, reported that while chronic absenteeism spiked during the COVID pandemic, it remains a serious problem.

In 2024, rates were 57% higher than they were before the pandemic. (Students who miss at least 10% of the school year, or roughly 18 days, are considered chronically absent.)

Malkus goes on to explain that in 2018 and 2019, about 15% of K–12 public school students in the U.S. were chronically absent—a number so high that numerous observers and the U.S. Department of Education are labeling it a “crisis.”

In total, nearly one in twelve public schools in the United States has experienced a “substantial” enrollment decline over the last five years.

The problem is especially egregious in our big cities. In Los Angeles, more than 32% of students were chronically absent in the 2023-2024 school year.

In Chicago, dwindling enrollment has left about 150 schools half-empty, while 47 operate at less than one-third capacity.

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8. Heart Attacks Are Down Nearly 90% Since 1970, Yet Heart Disease Has Become A More Complex Killer — Here’s How

Reviewed by Sophia Naughton. Research led by Latha Palaniappan and Sara King (Stanford University)

Heart attacks are no longer the leading cause of death from heart disease.

In a nutshell

• Heart attack deaths have dropped by 89% since 1970, thanks to major medical advances, public health efforts, and better emergency care.

• Other heart conditions like heart failure, arrhythmias, and high blood pressure-related disease have sharply increased, now accounting for nearly half of all heart disease deaths.

• As Americans live longer, surviving heart attacks often leads to chronic heart problems, highlighting the growing need to manage long-term cardiovascular health, not just prevent heart attacks.

Via StudyFinds— Deaths from heart attacks have plummeted by an astounding 89% since 1970, even after accounting for the aging population. However, Americans are now dying from completely different heart problems at alarming rates. A new study from Stanford University reveals that the nature of heart disease mortality has transformed over the past five decades, with conditions like heart failure, irregular heartbeats, and high blood pressure-related heart disease now killing far more people than ever before.

Back in 1970, when your grandparents were young adults, 91% of all heart disease deaths came from what doctors call “ischemic” heart disease. This includes heart attacks and related conditions caused by blocked arteries. Fast-forward to 2022, and that number has dropped to just 53%. Meanwhile, deaths from other heart conditions have skyrocketed by 81% overall.

The data, published in the Journal of the American Heart Association, analyzed over 37 million heart disease deaths spanning more than half a century. Researchers discovered that acute heart attack deaths fell from 354 per 100,000 people in 1970 to just 40 per 100,000 in 2022.

Why Heart Attack Deaths Plummeted

Starting in the 1960s, a cascade of medical breakthroughs began saving heart attack victims. Emergency responders learned CPR, hospitals created specialized cardiac care units, and doctors developed techniques to open blocked arteries. The 1970s brought coronary angiography (mapping the heart’s blood vessels), followed by balloon angioplasty in 1977, which could physically open blocked arteries.

More people survive their first cardiac events thanks to modern medicine.

The 1980s and 1990s saw the introduction of clot-busting drugs, aspirin therapy, coronary stents, and powerful cholesterol-lowering medications called statins. Each advancement chipped away at heart attack mortality rates. By the 2000s, doctors had established the critical “door-to-balloon” protocols that ensure heart attack patients get life-saving treatment within 90 minutes of arriving at the hospital.

Meanwhile, public health campaigns were transforming American behavior. Smoking rates plummeted from about 40% in 1970 to 14% in 2019, thanks to everything from the landmark 1964 Surgeon General’s report linking cigarettes to heart disease to smoke-free policies and tobacco taxes. Doctors also got more aggressive about treating high blood pressure and cholesterol, with treatment guidelines becoming increasingly strict over the decades.

The Unintended Consequences of Success

Deaths from heart failure increased by 146%, deaths from high blood pressure-related heart disease jumped 106%, and deaths from dangerous heart rhythm problems exploded by a staggering 450%

Life expectancy increased from 70.9 years in 1970 to 77.5 years in 2022. As more Americans survived their initial cardiac events and lived longer overall, they accumulated more time for other heart problems to develop.

In 1970, if you had a massive heart attack, you probably died. Today, thanks to many advances in medicine, you’ll likely survive that heart attack. But you might spend the next 20 years dealing with a weakened heart that eventually develops heart failure or dangerous rhythm problems.

Modern Health Challenges Add Fuel to the Fire

Rising rates of obesity, diabetes, and high blood pressure haven’t helped. Obesity rates have nearly tripled since the 1970s, jumping from 15% to 40% of the adult population. Diabetes now affects an estimated 50% of American adults, when you include pre-diabetes. These conditions are also major drivers of heart failure and other cardiovascular problems.

Researchers also point to improved diagnostic capabilities as a factor. Doctors today are much better at identifying conditions like heart failure with preserved ejection fraction (where the heart squeezes normally but doesn’t fill properly) and pulmonary hypertension (high blood pressure in the lungs).

Every life saved from a heart attack is a victory, but many of those survivors will eventually face years of living with weakened hearts, requiring ongoing medical care, and ultimately dying from complications like heart failure or dangerous heart rhythms. Today, the keys to maintaining heart health throughout a longer lifespan include managing conditions like diabetes and high blood pressure that contribute to various forms of heart disease, and recognizing that surviving a cardiac event is just the beginning of a longer journey with heart health.

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9. Progressive/Leftist Wins NYC Mayoral Primary…See Below

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10. Mastering Time Management with Ravi

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