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While Japan's equities have continued to rally, a roster of sector leading companies and a weak Yen could signal this bullish story is only just beginning.----- Transcript -----Welcome to Thoughts on the Market. I'm Jonathan Garner, Chief Asia and Emerging Market Equity Strategist at Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be sharing why Japan Equities could be a key part of the bullish story in Asia this year. It's Thursday, May the 25th at 10 a.m. in New York. Japan equities have rallied substantially during the current earnings season and we think further gains are increasingly likely. The theme of return on equity improvement, driven by productive CapEx and better balance sheet management, is clearly finding traction with a wide group of international investors. We first introduced this theme in our 2018 Blue Paper on Japan, where we described a journey from laggard to leader, which we felt was starting to take place due to a confluence of structural reforms such as the Corporate Governance Code and Institutional Investor Stewardship Code, as well as changes in company board composition and outside activist investor pressure. Japan has a formidable roster of world class firms, which we have identified as productivity and innovation leaders in areas such as semiconductor equipment, optical, healthcare, medtech, robotics and traditional heavy industrial automotive, agricultural and commodities trading, specialty chemicals. As well as more recent additions in Internet and E-commerce, many of which sell products far beyond Japan's borders. For the market overall, listed equities ROE has more than doubled in the last ten years, and it's now set to approach our medium term target of 11 to 12% by 2025. Company buybacks are analyzing at a record pace and total shareholder return, that is the sum of dividends and buybacks, is running at 3.6% of market capitalization. Yet Japan equities are still trading on only around 13 times forward price to earnings. And Japanese firms have a low cost of capital, given the country's status as a high income sovereign, with membership of the G7, as highlighted by Premier Kishida hosting its recent summit in his home town of Hiroshima. An additional near-term catalyst for Japan equities is that the yen is tracking significantly weaker year to date at around 135 to the U.S. dollar than company modeling, which was for around 125. Given the export earnings skew of the market, this is a positive.All in all, Japan equities are set, we think, to more than hold their own versus global peers and be a key part of a bullish story in Asian equities this year. Thanks for listening. If you enjoyed the show, please leave us a review on Apple Podcasts and recommend Thoughts on the Market to a friend or colleague today.

This is Garrison Hardie with your CrossPolitic Daily News Brief for Wednesday, May 24th, 2023. https://www.zerohedge.com/covid-19/who-warns-unusual-surge-severe-myocarditis-babies WHO Warns Of 'Unusual' Surge in Severe Myocarditis in Babies On Tuesday, the WHO issued an alert that there had been a rise in “severe myocarditis” in newborns and infants between June 2022 and March 2023 in Wales and England. It said that this was associated with the enterovirus infection, which rarely affects the heart. A UK Health Security Agency (UKHSA) spokesperson confirmed to The Epoch Times that 10 babies have been diagnosed in Wales and five have been diagnosed in England. The WHO said that “although enterovirus infections are common in neonates and young infants, the reported increase in myocarditis with severe outcomes in neonates and infants associated with enterovirus infection is unusual.” It said that in the same hospital (covering the South Wales region) over the previous six years, “only one other similar case has been identified.” WHO assessed the public health risk as low, but added that in certain situations, it “may be advisable to close child-care facilities and schools to reduce the intensity of transmission.” However, the WHO took down the alert on Wednesday. The Epoch Times understands that this could be because some of the numbers were not correct. The WHO did not respond to The Epoch Times’ request for comment. Dr. Shamez Ladhani, Consultant Paediatrician at UKHSA, told The Epoch Times by email that “given a higher than average number of cases in Wales in the autumn/winter months in very young babies, UKHSA is investigating the situation in England to see if any similar cases have been observed here and whether there are any factors driving the increase in cases.” The UKHSA did not respond to questions about ruling out any links to the effects of the COVID-19 vaccine. Public Health Wales at the start of May announced that it was investigating a cluster of severe enterovirus infections with myocarditis occurring in very young babies from the South Wales region. The cases occurred from June 2022 with a peak in November 2022 involving babies under 28 days old. Ten babies have developed myocarditis within this cluster. One baby remains in hospital, eight are being managed as outpatients, and one baby has died. Consultant pathologist and HART member Dr. Clare Craig told The Epoch Times that there’s “a massive question about whether or not these babies or the mums are vaccinated.” HART is an organisation that was set up to share concerns about policy and guidance recommendations relating to the COVID-19 pandemic. https://www.washingtonexaminer.com/restoring-america/community-family/nebraska-governor-signs-ban-abortion-and-child-transitions Nebraska governor signs ban on abortion and child transitions Nebraska became the latest state to enact bans on abortion and child gender transitions as Gov. Jim Pillen (R-NE) signed a dual measure Monday afternoon. Nebraska 's legislature passed the measure Friday, which will prohibit abortion at 12 weeks of pregnancy and ban genital and nongenital mutilation surgeries on children. The bill also gives the state's chief medical officer, Dr. Timothy Tesmer, the authority to determine restrictions on puberty blockers and cross-sex hormones. Pillen called child gender transitions "Lucifer at its finest" at the signing ceremony. "All children deserve a chance to grow and live happy, fruitful lives," Pillen said in a press release before the signing. "This includes pre-born boys and girls, and it includes children struggling with their gender identity. These kids deserve the opportunity to grow and explore who they are and want to be, and they can do so without making irreversible decisions that should be made when they are fully grown." While the abortion ban goes into effect immediately upon Pillen's signature, the ban on transgender procedures will go into effect on Oct. 1. The abortion ban includes exceptions for rape, incest, and instances in which the life of the mother is at risk. Eighty-six percent of abortions in Nebraska occur before 12 weeks, according to state statistics. Primary sponsor state Sen. Joni Albrecht, fighting through tears, said, "I look forward to the day when every child is protected from elective abortions in our state." Nebraska joins a growing list of states that have passed abortion restrictions since the overturn of Roe v. Wade. Twenty-seven states have attempted to pass such laws, but some states have been either held up by courts or hindered by a divided government. Last week, North Carolina and South Carolina took action to restrict abortion. From Nebraska to Texas we go… https://townhall.com/tipsheet/madelineleesman/2023/05/23/texas-bans-diversity-offices-at-colleges-n2623589 Texas Moves a Step Closer to Banning Diversity Programs in Higher Education On Monday, Texas lawmakers passed a bill to end Diversity, Equity and Inclusion (DEI) programs at state colleges and universities. If the bill were to become law, it would be the second state in the nation with such legislation, following Florida. According to The Hill, the measure requires the governors of each state university to ensure that there is no DEI office at the school and that preferential treatment is not given for “diversity hires.” Rep. John Kuempel, a Republican, said that “DEI is present in some form in almost every Texas campus” and that schools “must recruit the best people in every field regardless of race and gender,” according to the Dallas Morning News. The Texas House voted 83-60 in support of S.B. 17. The legislation heads back to the Senate, where it will decide to accept or deny changes made by members of the House. Last month, when the Senate passed its version of the bill, Lt. Gov. Dan Patrick described the legislation as the “strongest pushback on woke policies in higher education.” “For far too long, academia has been poisoned by woke policies and faculty seeking to indoctrinate our students. Professors did not believe we would push back on their advances, but they were wrong. Students should be taught how to think critically, not what to think," Patrick said in a statement. https://freebeacon.com/energy/majority-of-united-states-faces-elevated-risk-of-summer-power-blackouts-amid-green-energy-push/ Majority of United States Faces 'Elevated Risk' of Summer Power Blackouts Amid Green Energy Push America's increased reliance on green energy in favor of coal and gas has a majority of the United States facing an "elevated risk" of summer power blackouts, according to a leading grid reliability watchdog. The North American Electric Reliability Corporation (NERC) last week published its 2023 summer reliability assessment, which found that two-thirds of North America could face power shortages this summer during periods of extreme heat. That vulnerability, the watchdog group said, stems from America's increase in green power generation and decrease in fossil fuel power plants. While coal and natural gas plants can be turned on and off at the flip of a switch, green alternatives such as wind and solar rely on favorable weather conditions to operate at full capacity. If those conditions aren't met, power demand can outpace supply. "The system is closer to the edge," NERC director of reliability assessment and performance analysis John Moura said last week. "More needs to be done." Moura is far from the only expert sounding the alarm on America's unreliable power grid. Both state and federal officials in recent weeks have warned that high summer temperatures, combined with low nightly winds, could bring power blackouts across the country. "I'm afraid to say it, but I think the United States is heading towards a catastrophic situation," Federal Energy Regulatory Commission member Mark Christie said during a May Senate hearing. Despite those warnings, President Joe Biden has moved forward with plans to accelerate U.S. coal plant retirements. With nearly half of America's coal power already set to disappear by 2030, Biden's Environmental Protection Agency earlier this month unveiled new standards that force coal and gas power plants to slash their carbon emissions by a whopping 90 percent between 2035 and 2040. In order to meet the near-impossible standards, those plants will have to spend big on infrastructure upgrades—costs that may prompt the plants to shut down rather than comply. "Coal is more than five times as dependable as wind and more than twice as dependable as solar when electricity demand is greatest," America's Power CEO Michelle Bloodworth said in a statement, "yet bad public policy and EPA regulations are forcing the closure of coal plants." In addition to his far-reaching fossil fuel regulations, Biden has spent hundreds of billions of dollars on tax breaks and subsidies aimed at increasing electric car use. And in April, Biden's Environmental Protection Agency announced a new rule that imposes strict tailpipe emission limits on vehicles sold—so strict that it effectively forces automakers to ensure that two-thirds of the cars they sell are electric by 2032. Those moves could also put strain on the nation's power grid. As more Americans plug in their cars instead of filling them up with gasoline, grids across the country will need to put out more power to keep up. The issue has already plagued some U.S. states—in September, for example, California urged electric car drivers to stop charging their vehicles due to power grid strain. Still, the ordeal did not stop state officials from moving full steam ahead with plans to outlaw gas-powered vehicles and eradicate fossil fuel power plants. https://www.washingtonexaminer.com/news/house/mccarthy-warns-nowhere-near-deal-on-debt-ceiling McCarthy warns White House and GOP ‘nowhere near a deal’ on debt ceiling House Speaker Kevin McCarthy (R-CA) warned Republican lawmakers that his team is “nowhere near a deal” with the White House on the debt ceiling, ramping up pressure on President Joe Biden just nine days before the default deadline. In a closed-door meeting with GOP lawmakers on Tuesday, McCarthy told members a compromise on the debt ceiling was still far off, reiterating his position that he would not increase spending or raise the debt ceiling without conditions. Republicans emerged from the meeting wary of negotiators’ progress, telling reporters the talks are not going well so far. As part of the negotiations, the White House proposed late last week to limit next year’s spending to 2023 levels — an idea that was rejected by Republicans, who wish to return to 2022 levels. McHenry and Rep. Garret Graves (R-LA), the top negotiators for McCarthy, emphasized that stance on Tuesday by calling on the White House to agree to cut spending. Meanwhile, some Republicans remain skeptical of Treasury Secretary Janet Yellen’s warnings that the country could default on its payments as soon as June 1, calling that date a manufactured deadline set by the Biden administration to accelerate a deal. Gaetz argued the United States is not at risk of missing its payments, noting the country has strong revenue that will continue coming in over the next few weeks. Instead, the Florida Republican said Yellen should appear before Congress to present “receipts and deposits” that prove the country is on track to default. McCarthy’s warning comes after the speaker met with Biden on Monday evening, marking the third meeting the two have held since restarting negotiations earlier this month. McCarthy called the meeting “productive” but noted the two are still far apart on finalizing a deal. Now for the rundown… https://thepostmillennial.com/breaking-suspect-in-custody-after-allegedly-crashing-u-haul-truck-into-barriers-near-white-house?utm_campaign=64487 On Monday night, the driver of a U-Haul truck was taken into custody after allegedly slamming into security barriers near the White House. According to Secret Service spokesperson Anthony Guglielmi, the truck crashed on the northern side of Lafayette Square at around 10 pm. Guglielmi said in a statement, "Shortly before 10:00 p.m. Monday, Secret Service Uniformed Division officers detained the driver of a box truck after the vehicle collided with security barriers on the north side of Lafayette Square at 16th Street." He added that there were no injuries to any Secret Service or White House personnel and that the crash is under investigation but that the preliminary investigation reveals the driver may have intentionally crashed into the barriers. https://thepostmillennial.com/uc-berkeley-holds-segregated-graduation-ceremony-for-black-students-only?utm_campaign=64487 The University of California Berkeley hosted a black-only graduation ceremony for its non-white students at Zellerbach Hall on Saturday. In March, UC Berkeley’s African American Studies Department announced they would be holding their annual “Black Graduation” ceremony for students in May. According to the announcement, “The Department of African American Studies plans on hosting our annual Black Graduation ceremony, which is open to all majors and degree programs across the campus." https://twitter.com/i/status/1660362211636969473 - Play Video https://redstate.com/mike_miller/2023/05/22/super-woke-target-partners-on-its-new-gay-pride-line-with-designer-who-insists-satan-loves-you-n749804 So let’s check them off. By “them,” I mean just the latest corporations to put their “woke” beliefs ahead of customer loyalty, profits, and shareholders: Disney, Nike, Bud Light, BlackRock, Ford, and Miller Lite. The complete list is long — and it just got longer with the addition of the super-woke Target Corporation. Target has partnered with UK-based Satanist designer Abprallen on its new “Pride” collection, which features a “Cure Transphobia” sweatshirt, which bears the message “Cure transphobia, not trans people,” and other related items. Did I mention that Abprallen insists “Satan loves you,” “Satan respects pronouns,” and other uplifting [sarc] trash for your shopping pleasure? As reported by Breitbart, Abprallen mixes its affinity for satanism with its pro-LGBT activism, boasting on its Instagram page: “Satan loves you and respects who you are; you’re important and valuable in this world and you deserve to treat yourself with love and respect.”

Tudor Dixon gives her honest and uncensored thoughts on the issue of abortion.  What do Republicans keep getting wrong?  Tudor says abortion is about a battle to change hearts not just legislation.  Was Roe v. Wade just a band-aid? The Tudor Dixon Podcast is part of the Clay Travis and Buck Sexton Podcast Network - new episodes debut every Monday, Wednesday, & Friday. For more information visit TudorDixonPodcast.com Follow Clay & Buck on YouTube: https://www.youtube.com/c/clayandbuckSee omnystudio.com/listener for privacy information.

Abby Johnson, champion of the Pro-Life movement and subject of the film, "Unplanned," sits down with Eric at the NRB to discuss the good news of the overturning of Roe v. Wade -- and the path forward.See omnystudio.com/listener for privacy information.

Exclusive interview with President Donald Trump from the National Religious Broadcasters Convention, discussing the final Durham Report, President Biden's ‘destruction of our country' through his open border policies ‘third world countries wouldn't allow,' and his thoughts on reducing abortions through incentivized adoptions.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It's Monday, May 22nd, A.D. 2023. This is The Worldview in 5 Minutes heard at www.TheWorldview.com. I'm Adam McManus.  (Adam@TheWorldview.com) By Adam McManus Sudanese church attacked On May 13, six gunmen attacked the Al-Masalma Coptic Church in Omdurman, Sudan, reports Christian Solidarity Worldwide. They came to the church in a car and shot four men, including a priest named Arsenius, and his son. They also stabbed the church guard before looting the building for two hours. Thankfully, all five victims, who received treatment at a private hospital, have since recovered. However, they were unable to access the largest hospital in the area as it is currently under the control of the Rapid Support Forces. The Sudanese Armed Forces had cut off the electricity. Matthew 5:10 says, “Blessed are those who are persecuted because of righteousness, for theirs is the kingdom of Heaven.” FBI retaliated against three whistleblowers Last Thursday, three FBI whistleblowers testified before Congress that the FBI unjustly investigated Americans and pressured staff to "reclassify cases as domestic violent extremism, and even manufactured such cases where they may not otherwise exist," reports The Blaze. The three on-the-record FBI whistleblowers accused the agency of "retaliatory conduct" after they spoke out about the bureau's "abuse and misconduct" and "politicized rot." Suspended FBI Special Agent Garret O'Boyle along with former Special Agent Stephen Friend and suspended Supervisory Intelligence Analyst George Hill spoke before the House Judiciary Select Subcommittee on the Weaponization of the Federal Government hearing. According to O'Boyle, after he came forward with the allegations, the FBI retaliated against him by relocating him to an office on the other side of the country. O'Boyle claimed that when he arrived for his first day of work at the new field office, he was informed by the FBI that he was being placed on unpaid suspension. The whistleblower stated that the agency effectively left him and his family "homeless" and prevented him from accessing their belongings, which were still in FBI storage because of the recent relocation. North Dakota Republican Rep. Kelly Armstrong asked O'Boyle what advice he would give to future government whistleblowers. Listen. ARMSTRONG: "With all of the hardships you've gone through, if one of your really good friends, your former colleague, came to you and said, 'I have this thing that is being covered up and I think the American people need to know about it,' what advice would you give them?" O'BOYLE: "I would tell them first to pray about it, long and hard. I would tell them I could take it to Congress for them, or I could put them in touch with Congress. But I would advise them not to do it." ARMSTRONG: "You would legitimately try to protect one of your colleagues from doing what you have done?” O'BOYLE: "Absolutely!" ARMSTRONG: "And how do you think that solves being able to shine light on corruption, weaponization, any kind of misconduct that exists with the American people?" O'BOYLE: "It doesn't solve it. But the FBI will crush you. This government will crush you and your family if you try to expose the truth about things they are doing that are wrong. We are all examples of that." ARMSTRONG: "I can't think of a more sobering way to end a hearing. I yield back." Pastor Tim Keller died of pancreatic cancer Last Friday, Pastor Tim Keller died of pancreatic cancer, reports The Christian Post. The founding pastor of the 5,000-member Redeemer Presbyterian Church in New York City and the author of The Prodigal God and The Reason for God, he was 72 years old.  According to the New York Times, Keller was open to Christians aligning with various political parties -- liberal or conservative. In his words, “thoughtful Christians, all trying to obey God's call, could reasonably appear at different places on the political spectrum, with loyalties to different political strategies.” Just prior to the reversal of Roe v. Wade last year, Keller wrote on the politics of abortion. He said, “I know abortion is a sin, but the Bible doesn't tell me the best political policy to decrease or end abortion in this country, nor which political or legal policies are most effective to that end,” reports The Christian Post. And on evolution, in his book The Reason for God on pages 97 and 98, Keller taught that “God guided some kind of process of natural selection.”   World watches in disbelief and horror as U.S. nears possible default The finance ministers for the Group of 7 nations in Japan had one simple question for Treasury Secretary Janet Yellen: What is going on with the U.S. debt ceiling? Around the world, experts have been watching in disbelief as the U.S. flirts with its first default, fearful of the potential international economic ramifications — and astonished by the global superpower's brush with self-sabotage, reports the Washington Post. Rich and poor nations alike fear a possible U.S. default, which would torpedo the financial markets and deal a massive blow to the dollar. Analysts say the impasse jeopardizes America's standing abroad. All the worry will dissipate — at least for a while — if Biden and House Speaker Kevin McCarthy (R-Calif.) can come to an agreement before June 1. More than half of the world's foreign currency reserves are held in U.S. dollars. Many nations look to Treasury bonds to safeguard their own economies and guard against drowning in debt. One White House reporter was understandably concerned. REPORTER: “Right now, the nation's debt exceeds 100% of its GDP. This has happened twice in US history -- once during World War Two and once now over the last couple of years. How is it not a crisis when the country literally owes more than it's worth?” White House Press Secretary: The kids “belong to all of us” And finally, in the course of defending the surgical and chemical “gender transitioning” of children, White House Press Secretary Karine Jean-Pierre declared that the children of America “belong to all of us,” reports LifeSiteNews.com. Upset with the number of states that are outlawing puberty blockers and mutilating surgeries on minors, Jean-Pierre, a self-professed lesbian, spoke candidly to a far-left feminist website named Jezebel, no doubt in honor of the evil Queen Jezebel of the Old Testament. JEAN-PIERRE: “I've met a lot of parents of trans kids in the past couple of months who have told me these devastating stories, whether they're in Texas or Oklahoma or wherever they are, saying how they now have to seriously consider leaving their state to protect their child. That's something that we have to call out and continue to be very clear about. “These are kids. These are our kids! They belong to all of us!” The remarks echo similar sentiments expressed recently by President Joe Biden, Vice President Kamala Harris, and various other Democrats. Together, they have disrespect for the parents' right to have the primary and final say over their minor children. 1 Timothy 3:4 describes one of the key virtues of a man worthy of being an elder. “He must manage his own family well and see that his children obey him, and he must do so in a manner worthy of full respect.” Biblically speaking, minors are under the proper guidance of their parents, not the state.  And those parents should not sign off on puberty blockers or disfiguring surgeries. Close And that's The Worldview in 5 Minutes on this Monday, May 22nd in the year of our Lord 2023. Subscribe by iTunes or email to our unique Christian newscast at www.TheWorldview.com. Or get the Generations app through Google Play or The App Store. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

A Food and Drug Administration advisory panel recently recommended allowing birth control pills to be sold without a prescription.While more than 100 countries currently allow access to birth control pills over the counter, the U.S. is not one of them.Washington Senator Patty Murray says it's important that the pill is easily available - but also affordable.When - and if - that day comes and the pill is available over the counter, Murray wants to require insurance companies to cover the cost, free of charge.NPR's Sarah McCammon speaks with Senator Murray on the proposed legislation.And we hear the latest on the legal challenge to the abortion medication mifepristone, as attorneys gather in New Orleans at the 5th Circuit Court of Appeals to argue whether it should be removed from the market.NPR's Becky Sullivan and Selena Simmons-Duffin contributed reporting on the real-life experiences of individuals taking mifepristone.In participating regions, you'll also hear a local news segment to help you make sense of what's going on in your community.Email us at considerthis@npr.org.

When the Supreme Court's decision undoing Roe v. Wade came down in June, anti-abortion groups were jubilant – but far from satisfied. Many in the movement have a new target: hormonal birth control. It seems contradictory; doesn't preventing unwanted pregnancies also prevent abortions? But anti-abortion groups don't see it that way. They claim that hormonal contraceptives like IUDs and the pill can actually cause abortions. One prominent group making this claim is Students for Life of America, whose president has said she wants contraceptives like IUDs and birth control pills to be illegal. The fast-growing group has built a social media campaign spreading the false idea that hormonal birth control is an abortifacient. Reveal's Amy Mostafa teams up with UC Berkeley journalism and law students to dig into the world of young anti-abortion influencers and how medical misinformation gains traction on TikTok, Instagram and YouTube, with far-reaching consequences. Tens of millions of Americans use hormonal contraceptives to prevent pregnancy and regulate their health. And many have well-founded complaints about side effects, from nausea to depression – not to mention well-justified anger about how the medical establishment often pooh-poohs those concerns. Anti-abortion and religious activists have jumped into the fray, urging people to reject hormonal birth control as “toxic” and promoting non-hormonal “fertility awareness” methods – a movement they're trying to rebrand as “green sex.” Mother Jones Senior Editor Kiera Butler explains how secular wellness influencers such as Jolene Brighten, who sells a $300 birth control “hormone reset,” are having their messages adopted by anti-abortion influencers, many of them with deep ties to Catholic institutions. The end of Roe triggered a Missouri law that immediately banned almost all abortions. Many were shocked when a major health care provider in the state announced it would also no longer offer emergency contraception pills – Plan B – because of a false belief that it could cause an abortion. While the health system soon reversed its policy, it wasn't the first time Missouri policymakers have been roiled by the myth that emergency contraception can prevent a fertilized egg from implanting and cause an abortion. Reveal senior reporter and producer Katharine Mieszkowski tracks how lawmakers in the state have been confronting this misinformation campaign and looks to the future of how conservatives are aiming to use birth control as their new wedge issue. Support Reveal's journalism at Revealnews.org/donatenow Subscribe to our weekly newsletter to get the scoop on new episodes at Revealnews.org/weekly Connect with us on Twitter, Facebook and Instagram

Nicolle Wallace discusses another preposterous episode in the Republican's effort to rewrite the January 6th insurrection as the House Judiciary's Subcommittee on “weaponization” brought out so-called whistleblowers whose FBI security clearances have been revoked, the plummeting confidence in the Supreme Court after the ex-president takes credit for the overturning of Roe v. Wade, proof that the ex-president was aware of the correct declassification process before he brought documents to Mar-a-Lago, how election denialism is backfiring against candidates, and more. Joined by: Rep. Gerry Connolly, Jackie Alemany, Frank Figliuzzi, Harry Litman, Katty Kay, Claire McCaskill, Kim Atkins Stohr, Aisha Mills, and Marc Elias.

Last June, after the Supreme Court reversed nearly half a century of legal precedent by overturning Roe v. Wade, the New Yorker writers Jia Tolentino and Stephania Taladrid joined Tyler Foggatt on The Political Scene to talk about the potential fallout. This week, almost a year later, they reconvened to discuss the changes that have occurred—and what they mean for reproductive rights, maternal mortality, and public attitudes toward abortion.  In March, Tolentino won a National Magazine Award for essays and columns about the repeal of Roe; earlier this month, Taladrid was named a Pulitzer Prize finalist for her reporting on abortion rights and women's health.

[Explicit Content] Elon Musk still insists the Allen, TX shooter wasn't a white supremacist. We conduct an experiment with Elon's pregnant pause. National Archives turns over evidence Trump knew the correct declassification procedure. More from the Rudy Giuliani lawsuit. Trump lost another lawyer. Trump keeps bragging that he ended Roe v Wade. Tommy Tuberville encourages the end of elections. The Laura Ingraham rumor. Stephen Miller's phone book lawyer commercial. With Jody Hamilton, David Ferguson, music by Dreamkid, Young Gun Silver Fox, and more!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A National Divorce? The Case For and Against. ReasonTV. Dave Smith and Reason's Zach Weissmueller discuss the libertarian case for and against breaking up the United States. Full text and links: https://reason.com/video/2022/07/25/s... ---- Is it time for blue states and red states to stop fighting over their differences and just get a divorce? Rep. Marjorie Taylor Greene (R–Ga.), along with many on the political right, says it's time to seriously consider breaking the country apart. The Libertarian Party (L.P.) has also been promoting this idea on Twitter since the Supreme Court overturned Roe v. Wade. "Pro-lifers, why share a country with those who support the dismemberment of babies in the womb?," the L.P. tweeted in June. "Pro-choicers, why share a country with those who would take a woman's right to abort away? #NationalDivorce." The politics of abortion are thorny and contentious even among libertarians, but what about when it comes to the more straightforward libertarian positions on free speech, guns, and private property? Is trampling on individual rights more legitimate when a state or city government does it? Why would it be acceptable at the local but not the federal level to relinquish our liberties to the tyranny of the majority? Also, the kind of national divorce between red and blue America that partisans like Greene are calling for doesn't accurately capture the rich political diversity of a country designed from the founding to contain multitudes. When I tweeted that talk of a "national divorce" implies "there are only two sides, that you must choose one," and that the discussion is mostly about "tribal rage," I got a lot of pushback, including in the form of this map, showing America divided into its thousands of counties, suggesting that we can Balkanize into a limitless number of political tribes. "I love how [discussing a national divorce] gets people thinking about something that seems almost off limits," says comedian, podcast host, and possible L.P. presidential candidate Dave Smith. I talked with Smith about the possibility of a national divorce after we exchanged words on Twitter about it. You can see a fuller discussion between us in the video above. He says the topic is a political litmus test. "I think the question becomes how bad do you really think this current situation is?" says Smith. "Is it an inconvenience? Or is this something that is really dangerous? And I think the situation of us being a union right now is very dangerous." The increasing centralization of political power in America is indeed concerning and dangerous. But is rooting for the breakup of the U.S. at this moment in time really all that libertarian? Watch my conversation with Smith in the video above.   https://reason.com/video/2022/07/25/should-libertarians-root-for-a-national-divorce/ ReasonTV 825K subscribers 57,397 views. Jul 25, 2022.  #NationalDivorce   --------------------------------------------------------------------  HELP ACU SPREAD THE WORD!  Please go to Apple Podcasts and give ACU a 5 star rating. Apple canceled us and now we are clawing our way back to the top. Don't let the Leftist win. Do it now! Thanks. Forward this show to friends. Ways to subscribe to the American Conservative University Podcast Click here to subscribe via Apple Podcasts Click here to subscribe via RSS You can also subscribe via Stitcher FM Player Podcast Addict Tune-in Podcasts Pandora Look us up on Amazon Prime …And Many Other Podcast Aggregators and sites   Please help ACU by submitting your Show ideas. Email us at americanconservativeuniversity@americanconservativeuniversity.com Please go to Apple Podcasts and give ACU a 5 star rating. Apple canceled us and now we are clawing our way back to the top. Don't let the Leftist win. Do it now! Thanks.   Endorsed Charities -------------------------------------------------------- Pre-Born! Saving babies and Souls. https://preborn.org/ OUR MISSION To glorify Jesus Christ by leading and equipping pregnancy clinics to save more babies and souls. WHAT WE DO Pre-Born! partners with life-affirming pregnancy clinics all across the nation. We are designed to strategically impact the abortion industry through the following initiatives:… -------------------------------------------------------- Help CSI Stamp Out Slavery In Sudan Join us in our effort to free over 350 slaves. Listeners to the Eric Metaxas Show will remember our annual effort to free Christians who have been enslaved for simply acknowledging Jesus Christ as their Savior. As we celebrate the birth of Christ this Christmas, join us in giving new life to brothers and sisters in Sudan who have enslaved as a result of their faith. https://csi-usa.org/metaxas   https://csi-usa.org/slavery/   Typical Aid for the Enslaved A ration of sorghum, a local nutrient-rich staple food A dairy goat A “Sack of Hope,” a survival kit containing essential items such as tarp for shelter, a cooking pan, a water canister, a mosquito net, a blanket, a handheld sickle, and fishing hooks. Release celebrations include prayer and gathering for a meal, and medical care for those in need. The CSI team provides comfort, encouragement, and a shoulder to lean on while they tell their stories and begin their new lives. Thank you for your compassion  Giving the Gift of Freedom and Hope to the Enslaved South Sudanese -------------------------------------------------------- Food For the Poor https://foodforthepoor.org/ Help us serve the poorest of the poor Food For The Poor began in 1982 in Jamaica. Today, our interdenominational Christian ministry serves the poor in primarily 17 countries throughout the Caribbean and Latin America. Thanks to our faithful donors, we are able to provide food, housing, healthcare, education, fresh water, emergency relief, micro-enterprise solutions and much more. We are proud to have fed millions of people and provided more than 15.7 billion dollars in aid. Our faith inspires us to be an organization built on compassion, and motivated by love. Our mission is to bring relief to the poorest of the poor in the countries where we serve. We strive to reflect God's unconditional love. It's a sacrificial love that embraces all people regardless of race or religion. We believe that we can show His love by serving the “least of these” on this earth as Christ challenged us to do in Matthew 25. We pray that by God's grace, and with your support, we can continue to bring relief to the suffering and hope to the hopeless. -------------------------------------------------------- Disclaimer from ACU. We try to bring to our students and alumni the World's best Conservative thinkers. All views expressed belong solely to the author and not necessarily to ACU. In all issues and relations, we hope to follow the admonitions of Jesus Christ. While striving to expose, warn and contend with evil, we extend the love of God to all of his children. -----------------------------------------------

Today's Headlines: Florida Governor Ron DeSantis signed four bills into law that restrict LGBTQ rights. The bills include expanding the Don't Say Gay law, banning transition-related care for minors, prohibiting trans people from using public facilities aligned with their gender identities, and restricting "adult" performances in front of minors. However, Democrats are calling for an investigation into DeSantis's use of Florida's law enforcement agency. In North Carolina, the state legislature overrode Governor Roy Cooper's veto of a 12-week abortion ban. Donald Trump claimed responsibility for "killing Roe v. Wade." The resolution to expel George Santos from Congress was referred to the House Ethics Committee. In the mayoral race of Jacksonville, Florida, Donna Deegan became the first woman to hold the position, despite DeSantis endorsing her opponent. Resources/Articles mentioned in this episode: NBC News: DeSantis signs 'Don't Say Gay' expansion, gender-affirming care ban  NBC News: Supreme Court rejects challenge to Illinois assault weapons ban Washington Post: North Carolina bans abortion past 12 weeks overriding governor veto  NBC News: Trump: 'I was able to kill Roe v. Wade' AP NEws: Effort to expel Santos falters as Republicans vote to send measure to Ethics Committee  News 4 Jacksonville: Voters elect Donna Deegan as new Jacksonville mayor Morning Announcements is produced by Sami Sage alongside Amanda Duberman and Bridget Schwartz Edited by Grace Hernandez-Johnson

Leslie is a CDC-certified Divorce coach and CDC Transition and Recovery Coach. She is also the author of Not Mary Not Roe and the owner of Leslie Hope Coaching, LLC.Leslie Hope Coaching, LLC has the mission to guide people from the pain of divorce to finding hope and happiness in life. With the hope and happiness method, You can create an action plan for who you want to be after your divorce.Furthermore, she is also a Doctoral Candidate in Doctor of Public Policy and Administration at Walden University.In this episode, Leslie shared her divorce journey, her actions to move forward, and how she helped other people get through the pain of divorce.Leslie had been through the worse in her life. At the early age of 15, she got pregnant. At 26, she experienced a horrible divorce and became a single mom with two sons.But through the guilt, embarrassment, shame, and failure that she felt, Leslie did not waver and let her emotions drown her. Instead, she uses those negative emotions as a motivation to get back on track in life and find hope and happiness.Now Leslie has a coaching business where she uses the things she learned to help other people overcome the pain of divorce.Leslie also tells her story of how God helped her to stand back on his feet. During the time when the adversity she was going through was too much, Leslie talked to God for the first time n many years, and she immediately felt at peace. And within three months, a sequence of good things happen in her life.Moreover, Leslie tells how she helps others who are divorced or those who are struggling with co-parenting.Leslie Holthoff's story is an inspirational and spiritual story of one who goes through the adversity of being pregnant at an early age and experiences the pain of divorce. But eventually, get back into life with the help of God.This episode of The Beyond Adversity Podcast is a must-listen for anyone who is a teenager pregnant, divorced, or in the process of divorce, and single parents struggling to raise their kids. This story reminds you that whatever adversity you face, even if it began at an early age, is not the end of your life, and there will always be a way for you to enjoy and find happiness in life.“The Beyond Adversity Podcast with Dr. Brad Miller is published weekly with the mission of helping people “Grow Through What They Go Through” as they navigate adversity and discover their promised life of peace, prosperity, and purpose.www.LeslieHopeCoaching.com|Cell: 757.705.7310Office: 757.364.0319Linkedin: https://www.linkedin.com/in/lesliehopeholthoff/Twitter: https://twitter.com/Gvnhope Facebook: https://www.facebook.com/lesliehopecoaching Instagram: https://www.instagram.com/lesliehopeholthoff/

Julio and guest co-host Fernanda Santos discuss the latest with immigration and the abortion ban in North Carolina. Then in our roundtable, Maria is joined by Josie Duffy Rice, journalist and writer, and Adam Serwer, staff writer at The Atlantic, to unpack what's happening at the border, violence against unhoused people, and the growing issue of gun violence in this country. ITT Staff Picks: Adam Serwer talks about the fantasy of violence that drives right-wing Republicans, in this piece for The Atlantic. Karla Cornejo Villavicencio writes about the unreciprocated love immigrants have for the American dream, and how they are the secret weapon in the fight against authoritarianism, in this article for The New York Times. Dylan Scott writes about the GOP's empty promises to support women and families after Roe, in this piece for Vox. Photo credit: AP Photo/Michael Conroy

Joining me on the show is Debbie Capen, Executive Director of MiraVia, to talk about the effective ways of spreading the prolife message through local service. In today's episode, Debbie describes the services of MiraVia, which include a community outreach center and a residency home for pregnant college women. We also talk about how to best serve women facing an unplanned pregnancy, what the prolife movement needs to do to change the narrative on abortion, and how the overturning of Roe v Wade impacts her work. Debbie also beautifully shares her story of having an abortion during college and what the process was like for her when she decided to share that publicly. If you find this episode helpful, please share it with one person who you think would benefit from it. Also, please consider leaving a rating or writing a review on Apple Podcasts or Spotify or sharing it on your social media. Have thoughts about this episode? Join the conversation on Facebook, Instagram, or LinkedIn. Websites mentioned in the show: MiraVia

What about Brett Favre? Today, we found out. Super Bowl champion and Pro Football Hall of Famer Brett Favre joins “Fearless.” The three-time NFL MVP shares his thoughts on Aaron Rodgers joining the Jets, talks about his support for Donald Trump and Tucker Carlson, and opens up about “Bountygate.” Along the way, Brett shares some great stories about his playing career and the two losses that haunt him to this day. Plus, Jason switches up the narrative on Favre's monstrous game against the Raiders during Monday Night Football following the death of his father. Will Brett agree with Jason's take? “Fearless” contributors T.J. Moe and Steve Kim join the show to recap the Favre conversation. We want to hear from the Fearless Army!! Join the conversation in the show chat, leave a comment or email Jason at FearlessBlazeShow@gmail.com ​​Today's Sponsor: Even with Roe v. Wade overturned, the #1 killer of infants is still abortion. It takes nearly 1 million lives per year in the U.S. alone. Our goal this year is to rescue 70,000 babies' lives, but we can only do this with your help. Please join us! Dial pound-two-five-zero and say the keyword, "BABY" OR - go to https://Preborn.com/JASON. Looking for a great Father's Day gift idea? Celebrate the moments that matter most with Paint Your Life! Go to https://PaintYourLife.com. Right now, get 20% off and FREE shipping when you text the word FEARLESS to 87204! Get 10% off Blaze swag by using code Fearless10 at https://shop.blazemedia.com/fearless Make yourself an official member of the “Fearless Army!” Support Conservative Voices! Subscribe to BlazeTV at https://get.blazetv.com/FEARLESS and get $10 off your yearly subscription. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's Tuesday, May 16th, A.D. 2023. This is The Worldview in 5 Minutes heard at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Kevin Swanson 6-year-old boy only one in family to survive Texas mall massacre Only one member of the Cho Family — a 6-year-old boy -- survived the Texas mall massacre last week in Allen Texas, reports ABC News. William Cho lost his parents and 3-year-old brother that day.  The Cho family was part of the Prestonwood Christian School and community in Plano, Texas.   Pastor Jack Graham commented on the Christian community helping out. GRAHAM: “This wonderful, sweet family, three of the four now in Heaven, one child left behind needs the ministry and the care of Christian people. Our entire community needs this as well. The church is made for a time like this. Christians are made for moments like these so that we can show the love of Christ and to be there for people.” Thus far, the Go Fund Me campaign for little William Cho has raised almost $1.9 million.  Psalm 68:5-6 tells us, “A father of the fatherless, a defender of widows, is God in His holy habitation.  God sets the solitary in families; He brings out those who are bound into prosperity.” Non-mortgage debt on the rise Consumer non-mortgage debt is on the rise in the U.S. It's now at $4.64 trillion, up from $2.7 trillion ten years ago. That's an appreciable increase in debt per Gross Domestic Product as well. Overall household debt now exceeds $25.5 trillion, according to numbers just released by the New York Fed.  Debt in America is 360% of Gross Domestic Product The overall debt in America has grown from 160% of the Gross Domestic Product – the sum total value of all goods and services -- in 1980 to 360% of the GDP today. The federal deficit for this fiscal year has already topped $1.1 trillion, and estimates for the 2023 and 2024 deficits hover around $1.8 trillion.   The average deficits between 2013 and 2018 were about $600 billion.   The average deficit under the Clinton administration was 1.6% of the GDP.  The average deficit under the George W. Bush administration was 3.3% of the GDP.  The average deficit under the Barack Obama administration was 4.9%.  The average deficit under the Trump administration was 7.4%.  And now, the average deficit under the Biden administration is estimated at 7.9%. American optimism declining Pew Research finds that American optimism has taken a dive in the last two years. Now, a full 58% of Americans believe that life was better 50 years ago in 1973. Just two years ago, only 43% of Americans claimed that.  Democrats tend to be more optimistic. Deuteronomy 28:43-45 reminds us that “the alien who is among you shall rise higher and higher above you, and you shall come down lower and lower. He shall lend to you, but you shall not lend to him; he shall be the head, and you shall be the tail.  Moreover, all these curses shall come upon you and pursue and overtake you, until you are destroyed, because you did not obey the voice of the Lord your God, to keep His commandments.” Trump makes exceptions on abortion An eye-opening interview with Donald Trump conducted by the Messenger over the weekend pressed in on the former president's views on abortion.   THE MESSENGER: "Abortion is a big issue you talked about in 2022 when you said that Republicans didn't really have the right message. They didn't know how to talk about the issue properly. So what's the right way for a Republican to talk about abortion in the 2024 elections?" TRUMP: “Well, pretty much what I said in the CNN town hall. ... First of all, I'm a believer in the exceptions, right? And just as Ronald Reagan was a believer in the exceptions, but I'm a believer in the exceptions … the life of the mother, raping and incest.  … The other thing I really believe is that the radicals are people that would have a baby destroyed, killed at the end of the ninth month or even after birth.” Later in the conversation, this was said. THE MESSENGER: "DeSantis signed a six-week abortion restriction in Florida. Do you think he was right to do that?" TRUMP: “Well, he has to do what he has to do. If you look at what DeSantis did, a lot of people don't even know if he knew what he was doing. But he signed six weeks, and many people within the pro-life movement feel that that was too harsh.” THE MESSENGER: "What do you think? Is it too harsh for you?" TRUMP: “I'm looking at all alternatives. I'm looking at many alternatives. But I was able to get us to the table by terminating Roe v. Wade. That's the most important thing that's ever happened for the pro-life movement.” The U.S. church gender gap The church gender gap in America is bigger than you may have thought. A recently released Study of Faith and relationships looked at 19,000 Sunday church attendees and found that there are 42% more never-married single women than never-married men in the pews today. The gender gap between single, divorced churchgoers is 77 percent women to 23 percent men. Overall, women make up 62 percent of all Sunday church attendees.  Here's another important takeaway from the study.   Faithful marriages matter. While less than half of young adults in the U.S. grew up in continuously married homes, a full 87% of young men still attending church grew up in continuously married homes. Canadian government looking to punish Christian on-line content The Canadian Radio-Television and Telecommunications Commission will now be regulating online content, according to the newly adopted Online Streaming Act, reports the CBC. It will have the power to impose financial penalties on anybody who violates parts of the act, which includes respecting diversity in sexual orientation and gender identity. The Canadian Radio-Television Commission already regulates Christian broadcasters, requiring them to dedicate broadcast time to promoting other religions.  No more COVID passports for incoming vistors to America Beginning last Friday, Canadians and other multinationals may enter the U.S. without proof of COVID-19 vaccination. The Biden administration dropped the requirement, following a vote of the US House of Representative to that order in February.   Japan dropped their requirements for COVID vaccines or testing on April 29th. And China and Brazil still require testing before entering their respective nations.  SpaceX launched another 56 satellites And finally, Elon Musk's SpaceX launched another 56 satellites over the weekend taking the total to over 4,400.   His Starlink internet system now has an estimated 1.5 million subscribers. The Royal Caribbean cruise line has implemented the system. The dish will run you $599, and the monthly cost will be $90-$120.   If you're an RV'er, and on the move, the month's rate jacks up to $150. That gets you 30 gigs a day. Close And that's The Worldview in 5 Minutes on this Tuesday, May 16th in the year of our Lord 2023. Subscribe by iTunes or email to our unique Christian newscast at www.TheWorldview.com. Or get the Generations app through Google Play or The App Store. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

Episode summary: CNN insiders were horrified watching their network conduct the Trump town hall: "an unmitigated disaster." CNN town hall audience laughs as Trump mocks rape accuser. The Biden administration is set to dramatically limit asylum in the wake of the expiration of Title 42. A new rule is rolling out Wednesday that mirrors a Trump-era policy requiring migrants to first seek and be denied asylum in another country before attempting to do so in the U.S. Arson, burglary, death threats: Abortion clinics see uptick in violence post-Roe. Corporate giants buy up primary care practices at a rapid pace.HOSTS: Cenk Uygur (@CenkUygur) & Ana Kasparian (@AnaKasparian)SUBSCRIBE on YOUTUBE: ☞ https://www.youtube.com/user/theyoungturksFACEBOOK: ☞ https://www.facebook.com/theyoungturksTWITTER: ☞ https://www.twitter.com/theyoungturksINSTAGRAM: ☞ https://www.instagram.com/theyoungturksTIKTOK: ☞ https://www.tiktok.com/@theyoungturks

In This Episode, Aaron and Brad sit down with Dr. Michael Parker to discuss the aftermath of Roe v. Wade and how organizations like ACLU and Planned parenthood and trying to threaten the freedom of doctors and the choice of life. Dr. Parker is the Former CMA President and has worked for several years in Natural Family Planning. As the Previous host of The Catholic Doctor Show, Dr. Parker gives us the needed information on the upcoming bills that threaten our freedom of choice. Show Notes: Dr. Parker urges you to get out and vote, do what you can to hinder the signatures by asking questions, getting the facts and evangelizing like Christ. Make sure you vote this year! Bring all your friends as well! Beyond Damascus: The show where encounter meets mission. On this podcast, Dan, Brad, and Aaron will give you practical tips on how to live out your faith every day. We'll get into actionable steps of what it means to have an abundant Christian life and share things that we've learned through our personal journey's about overcoming obstacles, pursuing joy, and living a meaningful life. Tune in each week! Check out Beyond Damascus on Spotify and Apple Podcasts at: https://open.spotify.com/show/3MMe7sJcCTSZwyYu4D8EF3?si=1e9fe39919bb43e9 https://podcasts.apple.com/us/podcast/beyond-damascus/id1587181752 Learn more about Damascus Catholic Mission Campus at https://damascus.net Special thanks to St. Gabriel Catholic Radio for their support in the production of Beyond Damascus. Learn more about St. Gabriel at https://stgabrielradio.com

This is Garrison Hardie with your CrossPolitic Daily News Brief for Friday, May 12th, 2023. Concordis Education Partners: Classical Christian education has reminded us to aim education at truth, but the trivium has been used as a formula rather than a way of training students in discernment. To teach well, you must coach. Concordis Foundation is offering their third annual BOOT CAMP – a faculty summit – July 11-13th in Moscow, Idaho. This is a three-day intensive teaching training where you learn to coach students, using the trivium, so that you can meet students at all learning levels. Learn more at concordispartners.com https://www.foxnews.com/politics/border-patrol-chief-authorizes-release-migrants-us-without-court-dates-title-42-ends Border Patrol chief authorizes release of migrants into US without court dates as Title 42 ends The head of U.S. Border Patrol has sent out a memo authorizing the release of illegal migrants into the U.S. without court dates if agents face overcrowding as the Biden administration scrambles to deal with a historic surge in migration at the border ahead of the end of Title 42. The memo says that migrants can be allowed into the country on parole — a process typically reserved for "urgent humanitarian reasons or significant public benefit" — if Customs and Border Protection (CBP) faces overcrowding. The memo calls the practice "parole with conditions" as migrants are required to make an appointment with Immigration and Customs Enforcement (ICE) or request a Notice to Appear by mail. Under a parole release, migrants are rapidly released into the country, do not get an alien registration number and do not receive a court date. The use of parole is being authorized if a sector capacity goes above 125%, if agents apprehend 7,000 a day over 72 hours or if average time in custody goes above 60 hours. Agents have been encountering over 10,000 migrants a day since Monday, and there are no signs of that slowing down with the looming end of Title 42, which is expected to bring an even bigger wave with it. The memo noted the enormous numbers agents are encountering. "For the past 7 days, USBP has averaged over 8,750 encounters per day. This is over double the average daily encounters of 4,284 in May of 2019, the highest month of the 2019 surge. Even with significant personnel along the SWB, a significant detention capacity, and interagency resources supporting the effort, this situation requires urgent action," the memo states. The public health order has been used since March 2020 to expel over two million migrants due to the COVID-19 pandemic. The Biden administration has told migrants that it will not be easier to enter the U.S. once the order drops as there will be stiffer penalties until Title 8. Parole is not a Title 8 authority. The use of parole is legally questionable, with critics arguing it is not supposed to be used to wave in thousands of migrants. The state of Florida successfully sued the Biden administration in March to block a similar policy, "Parole + ATD." On Thursday, Fox Digital reported that Florida sued this week over the latest plan to release migrants into the U.S. interior, saying it is "materially identical" to the policy that the federal court enjoined. "Florida seeks a temporary restraining order to preserve the status quo until the parties can brief motions for a preliminary injunction or to postpone the effective date of the new policy," the lawsuit states. "The Biden Administration’s behavior, if left unchecked, makes a mockery of our system of justice and our Constitution." The judge has given the Biden administration a 4 p.m. deadline Thursday to respond to the request for a temporary restraining order, adding that it appears the administration is "preparing to flout" the court’s order. A Department of Homeland Security (DHS) spokesperson this week claimed that the releases are similar to those conducted by prior administrations. https://thepostmillennial.com/breaking-house-votes-yes-on-measure-to-secure-us-mexico-border?utm_campaign=64487 House votes YES on Secure Border Act in 219-213 vote, includes e-Verify requirement, with 2 Republicans joining Democrats to vote against border security On Thursday, House Representatives debated the Secure the Border Act of 2023 as Title 42 expired at the southern border, which lays out sweeping new requirements and restrictions for securing the southern border. The bill passed 219-213. Two Republicans, Reps. Thomas Massie and John Duarte voted along side all Democrat members against the bill. The bill was introduced to the House of Representatives on May 2 in anticipation of the flood of illegal immigrants expected in the wake of Title 42, which allowed expulsions due to the pandemic emergency. The bill calls for the "immediate resumption of border wall construction" no later than seven days after the bill is enacted, using previously set aside funds and materials for its construction. No later than 180 days after the bill is enacted, a report shall be submitted to congressional committees that outlines a strategic 5-year technology investment plan for border security, including potential upgrades in security technology, communications equipment, screening equipment, incorporating in input from the private sector. In an effort to retain Border Patrol personnel, the bill will authorize up to $100,000,000 in appropriated funds for the Commissioner of the US Customs and Border Protection to give to front-line agents who hold a position equal to or below level GS-12, has been with Border Patrol for five years or longer, and commits two additional years of service with Border Patrol upon acceptance of the bonus. The bill also requires that the Commissioner hire and train enough Border Patrol agents to maintain an active duty presence of no less than 22,000 full-time agents. The bill also includes a provision prohibiting the requirement to take a Covid-19 vaccine or adverse actions taken against a Department of Homeland Security employee. The Secretary of Homeland Security would be required to send a report no later than 60 days after the bill is enacted on whether Mexican drug cartels meet the criteria for being designated as a foreign terrorist organization. The bill amends the Immigration and Nationality Act, stating that those found not to be eligible for parole shall be deported from the country. The bill also increases penalties for illegal entry or presence in the country from $50-$250 up to $500-$1000. Illegal immigrants who overstay a visa are subject to imprisonment of no more than six months and/or a fine for the first offense, and a fine and/or no more than two years of imprisonment for subsequent offenses. The bill also mandates the use of e-Verify, a system used to check if a person is authorized to work in the United States. https://www.washingtonexaminer.com/policy/education/connecticut-wesleyan-pay-for-students-abortions Connecticut liberal arts college says it will pay for students to get abortions A liberal arts university in Connecticut says it will now cover the costs of any student who wishes to get an abortion or a Plan B contraceptive, regardless of their insurance status. Wesleyan University announced last week that, following a pressure campaign from the university's Young Democratic Socialists of America chapter, the school would now pay for any student to get an abortion or emergency contraceptives. The school has also committed to footing the bill for any transportation costs incurred by students seeking abortions. “Consistent with the health center’s mission to provide education and support in the decision-making process, students will be able to access emergency contraceptives by consulting with a nurse at Davison Health Center," the university told NBC Connecticut in a statement. The decision comes after the Young Democratic Socialists of America chapter at Wesleyan collected over 700 signatures on a petition that urged the school to "ensure all students are able to overcome financial burdens to and lack of transportation for abortion procedures." "This victory comes in the wake of landmark efforts by Barnard College students to secure abortion pills on campus as well as a broader movement for reproductive justice nationwide," the student organization said in a press release. "Wesleyan now plays a pioneering role in reproductive healthcare among private liberal arts colleges by committing to cover the entire cost of abortion after insurance for all students." After the Supreme Court issued a ruling that overturned Roe v. Wade last year, the availability of abortion for college students has gained increased attention, as numerous states with widely recognized state universities have banned abortion altogether. Students have increasingly reported that access to abortion has become a factor in their college decision-making process. Democratic-controlled states, meanwhile, have taken steps to make abortion as available to college students as a flu shot. The entire University of California and California State University systems are required by law to provide abortion pills to students at their respective university health centers, and last year, the University of Massachusetts Amherst announced it would be providing abortion pills on campus as well. https://www.foxnews.com/us/marine-veteran-charged-manhattan-da-jordan-neely-subway-chokehold-death Marine veteran to be charged by Manhattan DA in Jordan Neely subway chokehold death A New York City subway rider accused of choking a homeless man to death is expected to turn himself in to police on Friday morning to face a manslaughter charge. "We can confirm that Daniel Penny will be arrested on a charge of Manslaughter in the Second Degree," a spokesperson for the Manhattan District Attorney's Office said. "We cannot provide any additional information until he has been arraigned in Manhattan Criminal Court, which we expect to take place tomorrow." On May 1, Penny, a 24-year-old Marine veteran and college student, put 30-year-old Jordan Neely in a fatal chokehold after what police described as an altercation on a northbound F train. Neely was allegedly threatening passengers on the subway and having a mental episode. He was yelling and pacing back and forth, when Penny interjected, tackled him to the ground and put him in a chokehold, witnesses and police said. The incident sparked protests and violent clashes last week after the Marine veteran was taken into custody and released. And now for my favorite topic… sports! https://www.boundingintosports.com/2023/05/prosecutors-confirm-former-buffalo-bills-punter-matt-araiza-was-not-present-when-alleged-gang-rape-occurred/ Prosecutors Confirm Former Buffalo Bills Punter Matt Araiza Was Not Present When Alleged Gang Rape Occurred After having the criminal charges against him dropped, former Buffalo Bills punter Matt Araiza now has to undergo a stressful process of fighting the civil lawsuit against him for an alleged gang rape at a college party that occurred when Arazia and the plaintiff were attending San Diego State University at the same time. However, based on new information, that might be over soon, and potentially in Araiza’s favor. During a nearly year long investigation by San Diego police and detailed review by prosecutors, they have come to the conclusion that the alleged gang rape that the female plaintiff accused Araiza of being part of stands in question since evidence shows that Arazia, then a college student at the time when the plaintiff was 17-years-old, was not even present during the alleged crime. Yahoo Sports has obtained a 200-plus page transcript, covering a meeting in which a San Diego deputy district attorney broke the back of the case. According Yahoo Sports’ summary, “Araiza couldn’t have led the girl into the alleged gang rape because he had ‘left’ the home at about 12:30 a.m., an hour prior to when evidence suggested the alleged gang rape would have occurred.” Deputy district attorney Trisha Amador stated that “He wasn’t even at the party anymore. All I know is that at that point, suspect Araiza is gone from the party.” Prosecutors additionally told the plaintiff that the recordings that were made of the situation “made it impossible” to identify Araiza or any other potential suspects since their faces and voices aren’t clear enough to make a prosecution. Further, there are questions as to whether a rape occurred at all as the plaintiff claimed, and not a consensual sexual situation. “In looking at the videos on the sex tape, I absolutely cannot prove any forceable sexual assault based upon what happened,” said Deputy DA Amador. Because of this lawsuit, then-rookie Araiza was cut from the Bills team, crippling his rookie season so he could “take care of this situation,” according to Buffalo general manager Brandon Beane. But Araiza isn’t out of the woods yet, despite the prosecutors themselves admitting he wasn’t present at the event – civil suits have a much lower standard of proof than criminal cases do. As news broke of the developments in the civil suit, online figures in sports and media began to defend Arazia, including Daily Wire columnist Matt Walsh and Outkick.com founder Clay Travis. “False rape accusers should receive the same penalty that we give to rapists,” Walsh posted to Twitter. “Instead, in a vast majority of cases, they receive no penalty at all and are free to move on like nothing happened.” “The Bills released punter Matt Araiza for an allegation of sexual assault that police proved was 100% a lie,” tweeted Travis. “Why shouldn’t his accuser face criminal charges for lying? He’s lost a year of his career & his good name. She has zero consequences. Not right.” Thanks to all the legal trouble, Araiza is still a free agent. We’ve seen plenty of comebacks from legal trouble in the National Felon League. Araiza could be the next to move on to a respectable career.

CNN Senior Supreme Court Analyst Joan Biskupic provides an urgent and inside look at the history-making era in the Supreme Court during the Trump and post-Trump years, from its seismic shift to the Right to its controversial decisions, including its reversal of Roe v. Wade, based on access to all the key players. Her new book, Nine Black Robes, displays the inner maneuverings among the Supreme Court justices that led to the seismic reversal of Roe v. Wade and a half century of women's abortion rights.

This is Garrison Hardie with your CrossPolitic Daily News Brief for Friday, May 12th, 2023. Concordis Education Partners: Classical Christian education has reminded us to aim education at truth, but the trivium has been used as a formula rather than a way of training students in discernment. To teach well, you must coach. Concordis Foundation is offering their third annual BOOT CAMP – a faculty summit – July 11-13th in Moscow, Idaho. This is a three-day intensive teaching training where you learn to coach students, using the trivium, so that you can meet students at all learning levels. Learn more at concordispartners.com https://www.foxnews.com/politics/border-patrol-chief-authorizes-release-migrants-us-without-court-dates-title-42-ends Border Patrol chief authorizes release of migrants into US without court dates as Title 42 ends The head of U.S. Border Patrol has sent out a memo authorizing the release of illegal migrants into the U.S. without court dates if agents face overcrowding as the Biden administration scrambles to deal with a historic surge in migration at the border ahead of the end of Title 42. The memo says that migrants can be allowed into the country on parole — a process typically reserved for "urgent humanitarian reasons or significant public benefit" — if Customs and Border Protection (CBP) faces overcrowding. The memo calls the practice "parole with conditions" as migrants are required to make an appointment with Immigration and Customs Enforcement (ICE) or request a Notice to Appear by mail. Under a parole release, migrants are rapidly released into the country, do not get an alien registration number and do not receive a court date. The use of parole is being authorized if a sector capacity goes above 125%, if agents apprehend 7,000 a day over 72 hours or if average time in custody goes above 60 hours. Agents have been encountering over 10,000 migrants a day since Monday, and there are no signs of that slowing down with the looming end of Title 42, which is expected to bring an even bigger wave with it. The memo noted the enormous numbers agents are encountering. "For the past 7 days, USBP has averaged over 8,750 encounters per day. This is over double the average daily encounters of 4,284 in May of 2019, the highest month of the 2019 surge. Even with significant personnel along the SWB, a significant detention capacity, and interagency resources supporting the effort, this situation requires urgent action," the memo states. The public health order has been used since March 2020 to expel over two million migrants due to the COVID-19 pandemic. The Biden administration has told migrants that it will not be easier to enter the U.S. once the order drops as there will be stiffer penalties until Title 8. Parole is not a Title 8 authority. The use of parole is legally questionable, with critics arguing it is not supposed to be used to wave in thousands of migrants. The state of Florida successfully sued the Biden administration in March to block a similar policy, "Parole + ATD." On Thursday, Fox Digital reported that Florida sued this week over the latest plan to release migrants into the U.S. interior, saying it is "materially identical" to the policy that the federal court enjoined. "Florida seeks a temporary restraining order to preserve the status quo until the parties can brief motions for a preliminary injunction or to postpone the effective date of the new policy," the lawsuit states. "The Biden Administration’s behavior, if left unchecked, makes a mockery of our system of justice and our Constitution." The judge has given the Biden administration a 4 p.m. deadline Thursday to respond to the request for a temporary restraining order, adding that it appears the administration is "preparing to flout" the court’s order. A Department of Homeland Security (DHS) spokesperson this week claimed that the releases are similar to those conducted by prior administrations. https://thepostmillennial.com/breaking-house-votes-yes-on-measure-to-secure-us-mexico-border?utm_campaign=64487 House votes YES on Secure Border Act in 219-213 vote, includes e-Verify requirement, with 2 Republicans joining Democrats to vote against border security On Thursday, House Representatives debated the Secure the Border Act of 2023 as Title 42 expired at the southern border, which lays out sweeping new requirements and restrictions for securing the southern border. The bill passed 219-213. Two Republicans, Reps. Thomas Massie and John Duarte voted along side all Democrat members against the bill. The bill was introduced to the House of Representatives on May 2 in anticipation of the flood of illegal immigrants expected in the wake of Title 42, which allowed expulsions due to the pandemic emergency. The bill calls for the "immediate resumption of border wall construction" no later than seven days after the bill is enacted, using previously set aside funds and materials for its construction. No later than 180 days after the bill is enacted, a report shall be submitted to congressional committees that outlines a strategic 5-year technology investment plan for border security, including potential upgrades in security technology, communications equipment, screening equipment, incorporating in input from the private sector. In an effort to retain Border Patrol personnel, the bill will authorize up to $100,000,000 in appropriated funds for the Commissioner of the US Customs and Border Protection to give to front-line agents who hold a position equal to or below level GS-12, has been with Border Patrol for five years or longer, and commits two additional years of service with Border Patrol upon acceptance of the bonus. The bill also requires that the Commissioner hire and train enough Border Patrol agents to maintain an active duty presence of no less than 22,000 full-time agents. The bill also includes a provision prohibiting the requirement to take a Covid-19 vaccine or adverse actions taken against a Department of Homeland Security employee. The Secretary of Homeland Security would be required to send a report no later than 60 days after the bill is enacted on whether Mexican drug cartels meet the criteria for being designated as a foreign terrorist organization. The bill amends the Immigration and Nationality Act, stating that those found not to be eligible for parole shall be deported from the country. The bill also increases penalties for illegal entry or presence in the country from $50-$250 up to $500-$1000. Illegal immigrants who overstay a visa are subject to imprisonment of no more than six months and/or a fine for the first offense, and a fine and/or no more than two years of imprisonment for subsequent offenses. The bill also mandates the use of e-Verify, a system used to check if a person is authorized to work in the United States. https://www.washingtonexaminer.com/policy/education/connecticut-wesleyan-pay-for-students-abortions Connecticut liberal arts college says it will pay for students to get abortions A liberal arts university in Connecticut says it will now cover the costs of any student who wishes to get an abortion or a Plan B contraceptive, regardless of their insurance status. Wesleyan University announced last week that, following a pressure campaign from the university's Young Democratic Socialists of America chapter, the school would now pay for any student to get an abortion or emergency contraceptives. The school has also committed to footing the bill for any transportation costs incurred by students seeking abortions. “Consistent with the health center’s mission to provide education and support in the decision-making process, students will be able to access emergency contraceptives by consulting with a nurse at Davison Health Center," the university told NBC Connecticut in a statement. The decision comes after the Young Democratic Socialists of America chapter at Wesleyan collected over 700 signatures on a petition that urged the school to "ensure all students are able to overcome financial burdens to and lack of transportation for abortion procedures." "This victory comes in the wake of landmark efforts by Barnard College students to secure abortion pills on campus as well as a broader movement for reproductive justice nationwide," the student organization said in a press release. "Wesleyan now plays a pioneering role in reproductive healthcare among private liberal arts colleges by committing to cover the entire cost of abortion after insurance for all students." After the Supreme Court issued a ruling that overturned Roe v. Wade last year, the availability of abortion for college students has gained increased attention, as numerous states with widely recognized state universities have banned abortion altogether. Students have increasingly reported that access to abortion has become a factor in their college decision-making process. Democratic-controlled states, meanwhile, have taken steps to make abortion as available to college students as a flu shot. The entire University of California and California State University systems are required by law to provide abortion pills to students at their respective university health centers, and last year, the University of Massachusetts Amherst announced it would be providing abortion pills on campus as well. https://www.foxnews.com/us/marine-veteran-charged-manhattan-da-jordan-neely-subway-chokehold-death Marine veteran to be charged by Manhattan DA in Jordan Neely subway chokehold death A New York City subway rider accused of choking a homeless man to death is expected to turn himself in to police on Friday morning to face a manslaughter charge. "We can confirm that Daniel Penny will be arrested on a charge of Manslaughter in the Second Degree," a spokesperson for the Manhattan District Attorney's Office said. "We cannot provide any additional information until he has been arraigned in Manhattan Criminal Court, which we expect to take place tomorrow." On May 1, Penny, a 24-year-old Marine veteran and college student, put 30-year-old Jordan Neely in a fatal chokehold after what police described as an altercation on a northbound F train. Neely was allegedly threatening passengers on the subway and having a mental episode. He was yelling and pacing back and forth, when Penny interjected, tackled him to the ground and put him in a chokehold, witnesses and police said. The incident sparked protests and violent clashes last week after the Marine veteran was taken into custody and released. And now for my favorite topic… sports! https://www.boundingintosports.com/2023/05/prosecutors-confirm-former-buffalo-bills-punter-matt-araiza-was-not-present-when-alleged-gang-rape-occurred/ Prosecutors Confirm Former Buffalo Bills Punter Matt Araiza Was Not Present When Alleged Gang Rape Occurred After having the criminal charges against him dropped, former Buffalo Bills punter Matt Araiza now has to undergo a stressful process of fighting the civil lawsuit against him for an alleged gang rape at a college party that occurred when Arazia and the plaintiff were attending San Diego State University at the same time. However, based on new information, that might be over soon, and potentially in Araiza’s favor. During a nearly year long investigation by San Diego police and detailed review by prosecutors, they have come to the conclusion that the alleged gang rape that the female plaintiff accused Araiza of being part of stands in question since evidence shows that Arazia, then a college student at the time when the plaintiff was 17-years-old, was not even present during the alleged crime. Yahoo Sports has obtained a 200-plus page transcript, covering a meeting in which a San Diego deputy district attorney broke the back of the case. According Yahoo Sports’ summary, “Araiza couldn’t have led the girl into the alleged gang rape because he had ‘left’ the home at about 12:30 a.m., an hour prior to when evidence suggested the alleged gang rape would have occurred.” Deputy district attorney Trisha Amador stated that “He wasn’t even at the party anymore. All I know is that at that point, suspect Araiza is gone from the party.” Prosecutors additionally told the plaintiff that the recordings that were made of the situation “made it impossible” to identify Araiza or any other potential suspects since their faces and voices aren’t clear enough to make a prosecution. Further, there are questions as to whether a rape occurred at all as the plaintiff claimed, and not a consensual sexual situation. “In looking at the videos on the sex tape, I absolutely cannot prove any forceable sexual assault based upon what happened,” said Deputy DA Amador. Because of this lawsuit, then-rookie Araiza was cut from the Bills team, crippling his rookie season so he could “take care of this situation,” according to Buffalo general manager Brandon Beane. But Araiza isn’t out of the woods yet, despite the prosecutors themselves admitting he wasn’t present at the event – civil suits have a much lower standard of proof than criminal cases do. As news broke of the developments in the civil suit, online figures in sports and media began to defend Arazia, including Daily Wire columnist Matt Walsh and Outkick.com founder Clay Travis. “False rape accusers should receive the same penalty that we give to rapists,” Walsh posted to Twitter. “Instead, in a vast majority of cases, they receive no penalty at all and are free to move on like nothing happened.” “The Bills released punter Matt Araiza for an allegation of sexual assault that police proved was 100% a lie,” tweeted Travis. “Why shouldn’t his accuser face criminal charges for lying? He’s lost a year of his career & his good name. She has zero consequences. Not right.” Thanks to all the legal trouble, Araiza is still a free agent. We’ve seen plenty of comebacks from legal trouble in the National Felon League. Araiza could be the next to move on to a respectable career.

This week on Townhall Review – May 13, 2023 Hugh Hewitt is joined by Louisiana Congressman Steve Scalise, House Majority Leader, to discuss the urgent need for bipartisan action on the U.S. debt ceiling. Scalise criticizes the current administration's approach, calling for severe proposals and lamenting missed opportunities for negotiation. Larry O'Connor and Ken Cuccinelli, former Deputy Secretary of Homeland Security under President Trump, delve into the escalating crisis of illegal immigration under the Biden administration, examining its consequences on national security, economic integrity, and the rule of law. Andrew Wilkow and David Harsanyi, of the Federalist, discuss ethical violations against Justices Clarence Thomas and Neil Gorsuch, the Democrats' politicization of the Supreme Court, its use as a 'super-legislature,' and concerns over Democrats prioritizing Roe v. Wade over constitutional amendments. Hugh Hewitt chats with Former U.S. Ambassador to the U.N. Nikki Haley, also a 2024 Republican Presidential candidate. They discuss pressing international issues: the new Chinese foreign secretary's threats, the looming China-Taiwan conflict, the effectiveness of U.S. foreign policy, and the recent violence in Israel. Hugh Hewitt speaks with Florida Gov. Ron DeSantis on the "Red State 100 Days," highlighting the transformative actions that are reshaping Florida's legislative agenda.See omnystudio.com/listener for privacy information.

In the year since the Supreme Court overturned Roe v. Wade, voters in several states have shown up to overwhelmingly support abortion rights in ballot measures. Future efforts to enshrine abortion access in state constitutions could soon face higher hurdles as Republican-controlled legislatures are trying to make it harder. Laura Barrón-López discussed that with Karen Kasler and Gabrielle Hays. PBS NewsHour is supported by - https://www.pbs.org/newshour/about/funders

When a Missouri Department of Transportation employee and her unborn son were killed in the course of her job, her family sued for wrongful death — but the state argued they're shielded from liability because her fetus counts as an employee. The case has brought renewed attention to Missouri's fetal personhood laws since the end of Roe v. Wade.

欢迎收听雪球和喜马拉雅联合出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。听众朋友们大家好，我是主播匪石-34，今天分享的内容叫持仓梳理--多面格力，来自庶人哑士。我目前持有格力的仓位约9%，论业务的庞杂，它不及腾讯；论业绩的波动，它不及分众；论经营的复杂，它远不及招行；论主业的竞争优势，它远超汤臣。可它却是最难捉摸的一家公司。因为持有格力，之前一直屁股决定脑袋，只看到它好的地方，这次想把视线聚焦到它不好的那一面。还是一家卖空调的公司格力22年营收1890亿，扣除甲供材料的其他业务358亿，剩下的1532亿构成如下：空调1349亿，工业制品76亿，绿色能源47亿，生活电器45.6亿，智能装备4.3亿，其他10.1亿，空调占营收的88%。工业制品虽然增速翻倍有余，但体量太小。哪怕接下来两年仍然翻倍，依然也只有300亿的营收。生活电器，喊了很多年了。但因为渠道与空调业务差异太大，还是半死不活。从营收的体量上来看，格力仍然是一家卖空调的公司。从这么多年的多元化成果来看，我倒是希望它就这么一直卖下去。可是，近年来它一直不安分，从做手机，到搞新能源车。2015年，格力正式进入了手机行业，寄希望于以手机、空调等作为入口，切入智能家居赛道。有点儿类似于东阿阿胶秦玉峰当年的“以肉谋皮”战略，听上去很美，实际上根本走不通。小米低估了空调的壁垒，格力也低估了手机的难度。最终他们都在对方的领域里一败涂地。整个智能家居行业，也依然还像90年代的空调一样，还在打群架，看不到赢家。几乎同时被董明珠看上的，还有珠海银隆。这是另外一个故事。银隆始末关于董明珠与银隆的恩怨情仇，网上有很多公开资料，最详细是财新出的专题报道。我只是简单说一下来龙去脉和几点看法。银隆成立于2009年。15年2月获得第一轮融资，估值40亿元。15年12月，获得第二轮融资，估值67亿元。2016年8月，在董明珠的主导下，格力准备以发行股票购买资产的方式，按130亿元的估值全部收购银隆。但在16年11月的投票中，收购计划因中小股东反对告吹。同年12月，董明珠又以个人名义，与万达、京东等一起收购了银隆22.46%的股份，个人出资10亿元，持股7.46%。之后又增持了10%的股份，将持股比例提升至17.46%，成为第二大股东，前前后后砸了20来亿。入主之后，发现银隆并不是想象的那样，实控人魏银仓、孙国华不仅与董明珠经营理念冲突，还存在关联交易的资金问题，后又在上市问题上严重冲突。魏银仓想要不顾一切冲刺上市，董明珠希望能够“干干净净的上市”，二者彻底决裂。除了内忧，还有外患。银隆当时之所以能吸引一众大佬砸下真金白银，还是有两把刷子的。2017年新能源客车以6626辆的年销量排全国第四，2018年则以7278辆销量排第三。但这一切都是建立在国家的高额补贴之下，随着国家补贴的减少，银隆的销售也出现了断崖式下滑，2019年的销量锐减至2708辆。同时，新能源车的财政补贴是销售后才补贴车企，所以银隆有大量的应收款。后来政府为了防止骗补贴，需要每辆车跑到一定公里数后，才发放补贴--应收款账期被拉长到两年以上。再叠加公司2017年以来动辄百亿元的扩产计划，公司现金流空前紧张，扩产计划被搁浅，市场占有率继续下降。后来，魏银仓出逃，孙国华等其余若干高管被刑拘，银隆风雨飘摇，眼看就要倒下。在2021年10月，格力以5.4元/股（估值60亿）的价格拍下银隆3.36亿股，耗资18.3亿元，持股比例为30.47%，董也将自己持有的17.46%的股份的表决权委托给格力，银隆就此成为格力的控股子公司。关于银隆这件事，我有几点看法：1.董明珠当时是真的很看好银隆，她当时想让格力收购银隆，也是真的为了格力好。否则她不可能自己砸下20亿的真金白银，去充当格力的试毒银针。2. 银隆她真的看走眼了，无论什么原因，看走眼的锅她得背，代价也得自己承担。3. 后面格力收购银隆的股份，有不忘初心，也有私心。银隆的经营状况、财务数据都摆在那里，它要是彻底倒了，20亿的真金白银就彻底打水漂了。4. 成也性格，败也性格。作为长期关注格力的人，早就很熟悉我们掌舵人的性格了，《行棋无悔》中的董明珠和收购银隆的董明珠，是同一个人。而现在，我们还需要仰仗同一个董明珠，替我们打赢渠道改革这场攻坚战。银隆这件事情上，我不想再过多纠结。站在格力股东和董明珠的角度，我都真心希望银隆能好起来。只是，它带来了一个问题：为什么格力那么晚才急吼吼的想要跨界做新能源？ 成也空调，败也空调。单从竞争优势的角度来看，空调是家电行业仅次于厨电的好赛道。如果把市场规模算在内，空调就是最好的家电赛道。1990年代到20世纪初，空调行业经历了残酷的打群架阶段后，格力、美的两强争霸，海尔、海信喝汤的竞争格局已经形成。虽偶有奥克斯搅局，但撼动不了整体格局。大家的日子都越来越好过，而龙头格力的日子更是太好过了。格力的营收从2000年的61.8亿，增长至14年的1400亿，增长22.6倍。同期的净利润，由2.6亿增长至142.5亿，增长54.8倍。日子一好过，就容易忘乎所以，躺在巨额利润上不思进取。不思进取的，有管理层，也有渠道伙伴。同样的事情，也曾发生在汤臣倍健身上，汤臣的破局之道，是大单品。在美的、海尔大力发展冰箱、洗衣机、小家电等业务、全力出海时、积极拥抱线上化时，格力还卖空调。2015年，格力营收、净利润首次负增长，彼时格力如梦初醒，开始求变。然而，变的方向却跨界造手机、造新能源车。直到20年疫情爆发，才下定决心刮骨疗伤，开启渠道变革，至今仍未见成功。这些经营策略的结果，就是格力营收在14年被美的、19年被海尔反超后，被越拉越大。空调虽然是白电行业最好的赛道，净利润率远高于冰洗、小家电，但是格力的净利润也在19年被美的反超，差距也是越拉越大，与海尔的差距也越来越小。格力是我自己动手分析的第一批公司，当时对于公司治理这个有些虚的概念理解不够深刻。看过更多公司，有了一些经验之后，回过头来看，可以看得更清楚一些。格力的公司治理缺陷，主要体现在两个方面:股权结构缺陷、管理层缺陷。格力走到今天，是个不大不小的奇迹。这次梳理之后，我想明白了：现在家电行业竞争格局非常稳定，三大巨头都有自己独特的优势业务，短时间内你干不掉我，我也干不掉你。这种情况下，市场更看重市场的成长性，而不是净利率和ROE。过去几年，无论营收还是净利润，美的和海尔的成长性确实都更高好，加上美的、海尔的营收构成更多元、海外业务占比高、股权结构和管理更有优势、业绩波动小、成长性更佳等劣势，格力估值长期低于美的和海尔，不冤。空调行业的天花板，已经被市场讨论了很多年了。目前空调行业已经过了高速成长期，未来年化能有个3%~5%的增长空间就已经不错了。格力短期内业绩增长的潜力，就来自于渠道改革红利。对于这么一家空调主业营收基本不会有大的增长，多元化尚未成功，甚至格力钛可能会走向多元恶化的一家企业，我倾向于把它作为一张收息债券。我目前持有9%的格力，不会再买入，是否卖出取决于有没有更好的标的。

欢迎收听雪球和喜马拉雅联合出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。听众朋友们大家好，我是主播匪石-34，今天分享的内容叫是谁在买银行股，来自王剑的角度。银行启动之谜如果大家觉得银行股是这几天才开始上涨，那么就大错特错了。事实是：银行股自2022年10月底见底之后，已经持续上涨了足足半年时间了……这段时间的银行股涨幅达到27%，其中部分银行股涨幅甚至达到50%以上，非常可观。当然，中间也不是一帆风顺，2022年10月银行股快速下跌后，迅速反弹。过完2023年春节后，却冲高回落，调整了近两个月时间，跌幅不大，不到10%。然后于3月底开始上涨，近期加速上涨。这种事情并不是第一次发生。过去银行股的大行情，都是在悄无声息中默默上涨的，因为银行股平时关注度并不高。等到因几根大线性而吸引大家来关注时，已经涨幅不小了。上一次类似的事情是2014年。或许经历过的人都能记得，2014年11月，因为一次比较意外的“双降”（降息、降准），金融股拔地而起。但在此之前，银行指标大约在3月见底，然后不声不响地开始回升，到11月时，8个月左右时间，涨幅22%。其他几次银行股见底，也有类似的情况：没有明确利好，没有明确新闻，银行股却自己慢慢从底部爬起来了。是谁先知先觉？为行情归因并不容易，因为很难验证。如果确实没有实质性利好，那么只能从资金面去猜测：可能是估值便宜到很多资金愿意出手了。由于银行盈利能力非常稳定，估值低往往意味着股息率高。因为：ROE稳定，分红率稳定，PB越低则股息率越高。而若PB低至一定水平时，股息率就会非常诱人。比如近年来，大行的投资回报率在10%以上，分红率30%左右，PB一度低至0.5倍以下，那么计算出来的股息率高达6.6%，非常可观。这就好比一只票息率6.6%的可转债。如果盈利能力保持，则后续每年收取6.6%的“利息”，如果股价上涨，还能享受资本利得。当然，如果股价再跌，或盈利能力、分红率下降，则会遭受损失。但由于盈利能力已在底部，近期很难再降了。因此，这就非常像一张可转债，其市价下跌时，会有个估值下限，即“债券价值”。于是，其投资价值就出来了。如果这张“可转债”的票息率高到一定程度，显著高过一些资金的成本，那么这些资金自然愿意参与。这样，银行股就形成一个隐形的“估值底”，当估值低至一定水平时，股息率诱人，就会有人参与。当然，这个估值底在某些情况下会被打破，即因为一些负面因素的存在，导致市场先生觉得银行股的估值或盈利能力还将下行。谁在买谁在卖银行股那种悄无声息的底部，可能并没有什么实质利好，就是有些看中股息率的资金默默买入，把底部给买出来了。这是些什么样的资金呢？首先可以排除的就是以股票型公募基金为代表的机构投资者。因为他们的考核要求是相对收益，因此在大多数时候，他们不会因为股息率诱人而买入，他们的任务是战胜自己基金的基准，或者战胜可比基金同仁。所以，即使股息率高，他们也很难做出赚取股息率的决策，这不是他们的考核目标。因此，银行股从底部开始悄悄上涨的这段时间，公募基金参与很低，这次也不例外。从数据上也可验证：从33家银行股2022年底基金持仓比重来看，比重越低，期间涨幅越大，比重越高则涨幅越小。除了公募基金，其他类似考核的机构投资者也是类似。从数据上看，我们确实看到，2023年第一季度较上年末，大部分A股银行股的基金持仓比例是下降的，有些个股甚至降幅不小。回顾第一季度，银行指数走了个过山车，先是上涨，然后春节后下跌。到了4月初，人工智能等板块行情回落后，银行股重拾升势，且涨幅加速。春节后的这段时间，银行股刚好和人工智能走出了一个完美的“对称”走势。而其他投资者，比如个人、外资、自营、保险、资管等，则可能是买入的。因为这些资金不考核相对收益，更多的是追求绝对收益，因此有可能是高股息股票的青睐者。而决定他们买入的因素中，资金成本应该是个重要因素。目前，我国近期市场利率较低、资金充沛，其他可替代的投资机会较少，因此股息率显得诱人。同时，美国加息接近尾声，他们的资金成本也有望下行，我国高股息股票也有吸引力。然后我们通过数据来加以验证。从2023年一季度情况来看，外资确实在买入大行，并且数量还不少。不过保险资金却是有进有出，这一点有点与我们预期不符。基金主要在卖出。此外，还有些一般法人、其他投资者在买入。整体而言，结论大致成立，即：在银行股估值极低的时候，追求绝对收益的资金买入了高股息率的个股。因此，这次行情，和历史上很多次银行底部启动一样，很可能是青睐高股息率的资金，买入低估值、高股息率的银行股。而他们的口味与公募基金刚好是相反的。事情在悄悄起变化以上分析，说明了过去半年的银行股行情，是追求绝对收益的资金，买入了高股息率的银行股。眼下，很多银行股股息率依然较高，而资金面依然宽松，那么这些高股息率股票对绝对收益资金依然是有吸引力的。那么在银行业的经营层面，有没有实质变化呢？我们在3月曾经提出，过去三年期间的一些特殊政策，已经出现调整的迹象，银行业将要进入新的均衡格局。比如，在普惠小微领域，过去几年大行承担了一些监管要求，每年普惠小微信贷的增长非常快，投放利率很低，这对小微金融市场格局造成了较大影响，尤其是对一些原来从事小微业务的中小银行造成压力。大小行小微金融逐步达到新均衡而在4月27日，银保监会办公厅发布《关于2023年加力提升小微企业金融服务质量的通知》（，对工作要求有了一些调整。比如，不再提“两增”要求，不再刚性要求降低小微信贷利率，而是要求“合理确定贷款利率”，不再提“应延尽延”。除了小微金融领域，其他方面的工作要求也陆续从过去三年的阶段性政策，慢慢回归至常态化。而银行业这几年由于净息差显著回落，盈利能力也渐渐接近合理利润底线。因为银行业需要留存一定的利润用于补充资本，进而支持下一期的信贷投放，因此利润并不是越低越好，需要维持一个合理利润。而目前盈利能力已经接近这一底线，所以政策也会相应调整了。什么是银行的合理利润和合理息差可见，行业的一些情况已经悄悄发生变化了。那么，有没有一种可能：那些买入高股息股票的投资者中，真有些先知先觉者，已经嗅到了不一样的味道？

It's Wednesday, May 10th, A.D. 2023. This is The Worldview in 5 Minutes heard at www.TheWorldview.com. I'm Adam McManus. (Adam@TheWorldview.com) By Jonathan Clark 60 people, mostly Christians, were killed in Manipur, India Last Wednesday, radical Hindus killed nearly 60 people in India's northeastern state of Manipur. Many of those who died were Christians. The wave of attacks also led to the destruction or burning of over 50 churches across different denominations. At least 13,000 people have been displaced. Many more have fled to nearby states that are predominantly Christian. Christians identified the Meitei people as their attackers. The Meitei are mostly Hindu and are the dominant ethnic group in Manipur.  Please pray for our suffering brothers and sisters in Christ in India.  1 Corinthians 12:26-27 says, “If one member suffers, all suffer together; if one member is honored, all rejoice together. Now you are the body of Christ and individually members of it.” World Health Organization: COVID no longer an emergency Last Friday, the World Health Organization said it no longer considers COVID-19 a global health emergency. The announcement comes over three years after the W.H.O. originally declared a public health emergency of international concern. The World Health Organization says at least seven million people have died in the pandemic. Meanwhile, the U.S. public health emergency for COVID-19 is set to expire tomorrow. Many countries ended coronavirus measures last year, like Germany, France, and the U.K. CDC director will step down The White House announced last Friday that the director of the Centers for Disease Control and Prevention is resigning. Rochelle Walensky directed the CDC for over two years during the Biden administration. Last year, Walensky began to reorganize the agency, saying its “performance did not reliably meet expectations.” She has faced criticism for confusing public health messaging. Trust in the CDC has plummeted since 2020. And the agency faces multiple lawsuits for its performance and exercise of power. 100 non-profit colleges closed or merged A study by Higher Ed Drive found that nearly 100 non-profit colleges since 2016 have closed, merged, or have announced plans to do so. Forty of those consolidations occurred since the COVID-19 pandemic started in 2020. Of those, nearly half were Christian colleges that shut down or merged.  The response to the pandemic appears to have been the final straw for small religious colleges already facing declining enrollment and financial challenges.  Only 13% of 8th graders are proficient in history Speaking of education, the National Center for Education Statistics released its report card for U.S. public school students. Only 13% of eighth graders are proficient in U.S. history, down from 14% in 2018 but unchanged compared to 1994. Twenty percent of eighth graders were proficient in civics, down from 21% in 2018. The percentage of students who perform below the basic level in both subjects has only been increasing in recent years. Last year, the Nation's Report Card found similar declines in reading and math scores for middle schoolers. These declines came during COVID-19 restrictions on in-person learning.  500,000 fewer Southern Baptists Lifeway Research released data on the Southern Baptist Convention yesterday. The denomination experienced increased baptisms, giving, and in-person worship attendance last year. However, the overall membership of the SBC declined by nearly half a million people last year to 13.2 million members. That's the largest drop in membership in over 100 years. Scott McConnell with Lifeway Research said, “Much of the downward movement we are seeing in membership reflects people who stopped participating in an individual congregation years ago and the record keeping is finally catching up.” 40 Days for Life saved 680 babies And finally, 40 Days for Life reports their latest campaign saved 680 babies from abortion. Pro-life The prayer initiative ran from February 22 to April 2 in cities around the world. Pro-life Christians stand outside abortion mills, during that time period, pray for the women walking past, and encourage them to choose life. Shawn Carney with 40 Days for Life tweeted, “The first two 40 Days for Life campaigns following the overturning of Roe vs Wade were the largest EVER. We gained US cities despite losing some because the abortion facility closed. Another example that pro-lifers aren't going away.” Since it began in 2007, 40 Days for Life has helped save 23,000 babies saved from abortion, closed 138 abortion mills, and prompted 200 abortion workers to quit their jobs. Praise God! Proverbs 24:11 says, “Rescue those who are being taken away to death; hold back those who are stumbling to the slaughter.” Close And that's The Worldview in 5 Minutes on this Wednesday, May 10th in the year of our Lord 2023. Subscribe by iTunes or email to our unique Christian newscast at www.TheWorldview.com. Or get the Generations app through Google Play or The App Store. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

We chat with @tonysroe of @PrepHoopsIA about all things AAU basketball. The talent in this state just keeps getting better! Connect with us! @ShootersTouchIA --- Support this podcast: https://podcasters.spotify.com/pod/show/theshooterstouch/support

Since the right-wing activist judges on the Supreme Court overturned Roe vs. Wade, pregnant people across the country have been put in great jeopardy. Our guests today are fighting back. Amanda Zurawski nearly lost her life when a Texas law prevented her from receiving an abortion after a medical emergency made her pregnancy nonviable. Molly Duane is an attorney helping Amanda and four other women sue the state of Texas in collaboration with the Center for Reproductive Rights. --- Send in a voice message: https://podcasters.spotify.com/pod/show/alyssa-milano-sorry-not-sorry/message

Despite the overturning of Roe v Wade, the New York Times says the future of abortion is taking a new turn.

Álvagdo es un hombre que debe su nombre a un error de su padre. Ese hecho creó un tremendo rencor dentro de él que ha generado unos superpoderes para combatir a toda la gente que le cae mal

The American College of Pediatricians scored a major victory last month when a federal judge ruled in its favor and halted the Food and Drug Administration's approval of mifepristone, a drug used in chemical abortions.Just weeks later, the organization endured a cyberattack carried out by hackers intending to cause major damage. As if that wasn't enough, news of the hack was then leaked to a hostile journalist in a fleeting attempt to damage the organization's reputation.Since the U.S. Supreme Court overturned Roe v. Wade last year, pro-life institutions and individuals have faced sustained attacks. The militant group Jane's Revenge vandalized pregnancy resource centers, the FBI arrested a pro-life father in Pennsylvania, and a deranged pro-abortion man plotted an assassination attempt on Justice Brett Kavanaugh.These unrelenting attacks show no sign of abating. Look no further than the latest assault on the American College of Pediatricians, also known as ACPeds.Dr. Jill Simons, executive director of the American College of Pediatricians, joins "The Daily Signal Podcast" to explain what happened and why she's not backing down from her mission to defend life and protect the most vulnerable in our society. Hosted on Acast. See acast.com/privacy for more information.