@ e37fa672:d6264125

Holy shit....

@ d0f2b6ce:29a788aa

I think they TWAP from Monday-Sunday

@ 4c831ef7:3b958a1f

T1745271760.787:status:stx8b928f:kde8v7z5xf+1515035203/g960731-bb26d440f19a9008d2c098a074b5c6549+1515037602

@ cdecc31c:1cac3b92

They should have a Hunger Games but to select the new pope. reuse the Colosseum

@ 356875ff:bf96a2e8

Much healthier. https://m.primal.net/QYjZ.jpg

@ eda96cb9:a55c0c05

nostr:nprofile1qqs9uk00kx5kfxg85p9pm6q6dyntxycxhjafchut752vmcw6frs3mrqpz4mhxue69uhhyetvv9ujuerpd46hxtnfduhs6g33xc Dear Mr. Fantasy

@ cfb6da66:b9055726

Norges drottning förd till sjukhus med helikopter https://www.sverigesradio.se/artikel/8938859

@ 79fe1cd3:41c2e04f

Fluoride does help prevent decay but we have plenty of flouridated products that we can use, if we wish, to help fight decay. Fluoride encapsulates the Pineal Gland in a crust in the brain (imagination station, our individualism , our creativity and IQ) and dumbs you down. Corporations and governments put fluoride in your drinking water because they need to get rid of it as its left over after mining and was being blown around to farms and towns and breathed in. Also, the government wants you dumbed down and docile. Point being, any benefits it provides is extremely minimal as proven in a Calgary study (helped only 10% more) and we have fucking toothpaste and mouthwash to take care of that. So, why does the media and government keep fighting so hard to keep it in our water? I think you can answer that now.

@ cfb6da66:b9055726

Harvard stämmer Trumps administration för indraget stöd https://www.sverigesradio.se/artikel/8938861

@ 74728e05:cc01378e

https://m.primal.net/QYjo.webp #signal #meme

@ c3ae4ad8:e54d46cb

Today's recipe is my Roasted Red Pepper Hummus. It's one thing my family always asked me to bring to parties. Hope you enjoy! https://ketolish.us/wp-content/uploads/2018/04/Roasted-Red-Pepper-Hummus.png https://ketolish.us/roasted-red-pepper-hummus-2/ #foodstr #cooking #keto #lowcarb #food #recipes #diabeticrecipes #appetizers #snacks

@ 93b242db:8daa6f68

nlogpost:1745271743:[[[[p-titan shots main]]]]

@ df3b8a38:40ca8150

GN npub1jael32qy2vj9vwze75240m2mmc46hegk7cnd3ad7wx0w4fvr3wsqmkfdhw

@ 7144bbd6:64957302

哈佛大学起诉特朗普政府越权，指控白宫违反《第一修正案》且不遵循法律程序 据华盛顿邮报报道，哈佛大学周一在联邦法院起诉特朗普政府，试图阻止政府冻结资金。美国最富有大学与白宫之间对峙愈演愈烈。 在马萨诸塞州的美国地区法院，哈佛大学董事会对卫生与公众服务部、教育部、能源部、国防部、总务管理局、国家卫生研究院、美国国家航空航天局及其领导人提起了全面诉讼。 哈佛大学校长艾伦·加伯周一在致校园社区的信中表示，特朗普政府的做法违法，超出了政府的权力范围。 尽管政府中的一些成员声称本月发出的要求信是“错误发出”，但加伯表示，其他言论和行动表明并非如此。除了冻结220亿美元联邦资金，政府还考虑冻结额外的100亿美元拨款，发起多项针对哈佛运营的调查，威胁国际学生的教育，并宣布正考虑取消哈佛的免税地位。 加伯指出，政府以哈佛应对反犹太主义问题为借口采取上述措施。 “作为犹太人和美国人，我非常清楚反犹太主义上升令人担忧，”他说。要有效应对这些担忧，“需要理解、有意识和持续警觉。哈佛对此非常重视。我们将继续以必要的紧迫感反对仇恨，依法履行我们的责任。这不仅是法律义务，更是道德使命。” 这所常春藤盟校指控特朗普政府侵犯了其第一修正案权利，违反了联邦行政程序法及对机构采取行动时必须遵守的相关规定。 哈佛还表示，尽管特朗普政府官员指控学校违反《第六章》，即禁止违反民权的学校获得联邦资金的联邦法律，但他们并未遵循法律所规定的程序。 诉讼中称，“严重的程序缺陷加剧了这一决定的专断和反复无常”。在资金冻结前，政府曾威胁要终止近900亿美元的联邦资金，不仅涉及哈佛，还包括附属的波士顿医院和一些不受哈佛控制的独立公司实体。 特朗普政府最初宣布对哈佛近900亿美元联邦资金进行审查，作为打击其声称充斥反犹太主义和左派意识形态高校行动的一部分。在审查过程中，官员于4月11日发出信件，要求哈佛彻底改革其招聘、招生和治理结构，并接受为期数年的联邦监管，涵盖运营的多个方面。 哈佛上周明确表示不会配合后，政府迅速冻结了220亿美元资金。几天内，又寻求撤销学校免税地位，并威胁如不交出特定学生记录，将禁止招收国际学生。 政府针对大学的行动在全国范围内引发抗议，周四数十所高校举行协调“行动日”。数千名教授签署了呼吁哈佛拒绝屈服于非法要求、并与其他学校和校友协调回应的联名信。其他知名高校校长也在本周表态支持哈佛，包括前总统奥巴马，他是哈佛法学院校友。 支持政府做法的声音也存在。布兰代斯法律与人权中心创始人兼首席执行官肯尼思·马库斯表示，这种“全政府应对”早该出现，非常合适，因为问题范围广泛。他曾在特朗普第一任期担任教育部民权办公室负责人，批评拜登政府在加沙战争引发校园抗议后未能采取更强硬立场。 特朗普政府对各高校提出的要求，虽然声称是针对“反犹主义”，但主要诉求都是打压反对以色列加沙战争的抗议，以及多元文化。外界也会注意到，在支持特朗普的极右人群甚至特朗普身边的顾问中，支持纳粹的声音并不少见。 哈佛校方表示，政府在这封五页长的指令信中提出的要求是非法和违宪的。他们警告，这些措施将严重损害联邦政府与高校长达数十年的合作关系，而这一合作推动了科学进步。 加伯上周告诉校园社区，“无论哪个政党掌权，政府都不应决定私立大学可以教授什么，录取和雇佣谁，以及研究什么领域。” 代表学校的两名律师回应了政府信件，表示学校将继续努力打击反犹太主义。他们说，哈佛“仍愿意就学校已经做的和计划做的工作展开对话，以改善校园内所有成员的经历”，但强调哈佛不会接受政府的条件。政府很快对此做出回应，宣布冻结联邦资金。其“反犹太主义联合特别工作组”称，学校的立场反映出“我们国家最负盛名的大学普遍存在的特权心态——认为联邦投资无需承担维护民权法的责任”。 尽管哈佛拥有530亿美元捐赠基金，是全国最富有的大学，但其中大部分资金受到捐赠者和赠与条款的限制。在宣布资金冻结的同一晚，部分重要研究项目已开始接到停工令。 第二天，特朗普在社交媒体上发文称：“如果哈佛继续推动政治、意识形态和恐怖主义支持者鼓吹的‘病态’思想，也许就该取消它的免税地位，并将其作为政治实体征税！别忘了，免税地位完全取决于是否服务公众利益！” 不久后，特朗普政府要求国税局撤销哈佛的免税地位。 “这简直令人难以置信，”纽约大学法学教授、财政部前税务政策助理部长莉莉·巴切尔德表示。“国会已多次立法，规定总统或任何政治任命人员不得直接或间接干预国税局对纳税人的审计或调查，而总统却通过发文明确表示要国税局这么做。” 她还说，即便没有政治干预，国税局撤销一个机构的免税资格也是极为罕见的事，通常要经过多年调查与反复沟通。 “这是对法律极其严重的破坏，”巴切尔德说，并补充表示所有美国人都应为此感到担忧，因为这关系到他们所关心的非营利组织，比如教会或社区团体。 白宫发言人上周则声称，对各类机构的调查早在特朗普在Truth Social发帖前就已启动，未来的任何行动将独立于总统展开。 哈佛发言人杰森·牛顿表示，没有法律依据取消学校的免税地位。他指出，政府长期给予大学税收豁免是为了支持其教育使命：“免税意味着每一美元中可以有更多资金用于学生奖学金、拯救和改善生命的医学研究以及推动经济增长的科技进步。” 国土安全部长克里斯蒂·诺姆也介入此事，要求哈佛提供涉嫌参与“非法和暴力活动”的国际学生记录，否则将失去招收国际学生的资格。据国际教育协会数据，哈佛上学年约有7800名国际学生就读。 其他高校也面临类似威胁，从哥伦比亚大学开始，包括普林斯顿、康奈尔、布朗、西北大学和宾夕法尼亚大学。 哈佛的立场得到了这些学校部分领导人的支持，尽管一些高校校长仍保持沉默。代表教职工的工会，已经就特朗普政府在哥伦比亚和哈佛的行动提起诉讼。 哥伦比亚大学代理校长克莱尔·希普曼上周对校内表示，她“非常关注”哈佛对政府要求的回应。哥伦比亚已有数百个研究项目被终止，尽管一直在与政府协商，但资金仍未恢复。 她写道，这些谈判仍在继续，但明确表示学校有不可逾越的底线。 她表示，哥伦比亚不会接受政府规定学校教什么、研究什么或雇佣谁的任何协议。她指出，过于细致的要求，例如关于治理、校长遴选流程以及如何具体处理观点多元问题等，都不在协商范围内，“学校不会接受任何要求我们放弃作为教育机构独立性和自主性的协议。” 普林斯顿大学校长克里斯托弗·艾斯格鲁伯上周在领英发布加伯的信，并写道：“普林斯顿与哈佛站在一起。我鼓励大家阅读加伯校长强有力的信件全文。” 艾斯格鲁伯此前在《大西洋月刊》上撰文称，特朗普政府对哥伦比亚的打击是“自红色恐慌以来美国大学面临的最大威胁”。在普林斯顿受到削减威胁后，他告诉全校社区，学校将“坚决捍卫”学术自由。 斯坦福大学校长乔纳森·莱文与教务长珍妮·马丁内斯也发信给校内师生表示，最高法院早已确认宪法第一修正案赋予大学自由决定由谁任教、教授何种课程、如何教授及录取何人。 他们写道，大学应以谦逊态度回应合理批评，但推动建设性变革的方式不应是摧毁国家科研能力或让政府接管私立机构。 “哈佛对那封信的反对，根植于美国的自由传统，”他们写道，“这是美国大学赖以存在的传统，值得捍卫。” https://caus.com/all-articles/news/416723/

@ 38dbb9b0:7048cd5c

A lady poured me a whisky today and spilled as she poured. I was aghast at the wasted Irish nectar 😱

@ 93b242db:8daa6f68

nlogpost:1745271740:[[[[pinningtools build bihour #2]]]]

@ 93b242db:8daa6f68

nlogpost:1745271738:[[[[pinningtools build bihour #1]]]]

@ 93b242db:8daa6f68

nlogpost:1745271737:[[[[pinningtools build bihour #0]]]]

@ 64286647:5f6c7296

SMS Satoshi - Messages - Satoshi nostr:nevent1qqsyg6ltkr6v8qtkkvufg3qslhuyglugpry03ywfgn4639tdzfdmjlqpz9mhxue69uhkummnw3ezuamfdejj7q3qfnn2h0tgm2mwnl0kar5ez25wztum2w0q0rrrf326n0ljn999znwsxpqqqqqqzdsk3vp

@ 9be99f03:ed6fcff2

Read more about “Gang Objects”: https://conservativenewssite.com/25/01/revealed-gang-objects-in-uk-crime/

@ 45f195cf:3cab7627

Yellow

@ 3b90a834:096a5679

In a world of paper kings, be a #Bitcoin emperor. http://res.cloudinary.com/dizsud5n6/image/upload/v1743295340/rx0hhxzlxunhddxroags.jpg

@ d52f4f20:98efcdfb

Pega aqui o RG da minha dog #rottweiler 4 meses https://image.nostr.build/9e92daf21a952c815e7704ea05768498d0ef645c9599251049f8e55e1c19fbbe.jpg

@ 5a63e3b0:88b295c6

人が家に遊びに来るというイベントによって色々物が多少は片付いた感じする

@ ebb93aa6:7d9e5f6f

GN frens... 😚

@ 12d2c9f0:b1d9e107

卒園式や入学式でも休暇取得可能に 改正法施行 制度拡充の動き #nhk_news https://www3.nhk.or.jp/news/html/20250422/k10014785521000.html

@ e6ef3754:4967529f

A few clients got a mute option, so you can mute specific words

@ 9661c861:4f5fd6b5

1 Kings 2:3 and keep the charge of Jehovah thy God, to walk in his ways, to keep his statutes, `and' his commandments, and his ordinances, and his testimonies, according to that which is written in the law of Moses, that thou mayest prosper in all that thou doest, and whithersoever thou turnest thyself. #WordOfGod #Jesus #Christian #Bible #Biblestr #Scripture #Wisdom & #Worship

@ 9b840e12:7232e29b

📊 BottleSkyの状況だよ。 🌊 ボトル：0通が漂流中、1339通が受け取られてる。 💬 返信：574通の返信が届いてるよ。 俺にDMをして見知らぬ人とやり取りしてみようぜ。

@ b3d2e258:c126a9f3

Test successful

@ 93b242db:8daa6f68

nlogpost:1745271718:[[[[pinningtools main]]]]

@ 832b77d5:a5e3d55c

🟩BUY BTC with USD Price: 88501.4USD (2%) BTC: 0.0111 USD: 982 Method: US Money Order Created: 2025-04-21T21:40:08Z

@ b12deee2:afca6d50

Here's the best video I've seen about the Carnivore Diet for Beginners. Lots of tips. Watch: https://youtu.be/e56gVwMFVPw

@ 85035261:a457b1c1

Governo prolonga até 31 de maio limpeza de terrenos Executivo identificou 988 freguesias prioritárias para fiscalização. https://images.rr.pt/3840558910012f700e72_standard.JPG https://rr.pt/noticia/pais/2025/04/21/governo-prolonga-ate-31-de-maio-limpeza-de-terrenos/422390/?utm_medium=rss

@ cc9976d9:7bb8508b

a decision does not “turn out” to be a mistake.

@ 84d58fdf:1b8a46a5

Balkan style #foodstr for supper. 🫡 https://cdn.nostrcheck.me/84d58fdfd22fae5619ade5341711d1f79f2dfef870e67ebf93985a001b8a46a5/304d1cced4cb7b9e21ef14f1f93bcfa146b9ca0df6a0a526b14d2e383a6fe6b8.webp

@ 45f195cf:3cab7627

*Laughs in freedom

@ 274fe9ae:565805d2

Putin says he's open to direct peace talks with Ukraine as Trump grows impatient https://www.yahoo.com/news/putin-says-hes-open-direct-211424975.html

@ b7dddc2d:302c8f04

Silêncio, estou estudando. https://video.nostr.build/7c10698344ff96dab65ecadb9acb641962b1342213cb35493468d66768788398.mp4

@ 74fb3ef2:58adabc7

So how do I get in on the cause

@ 709bd2be:89d608e0

FYI.. Buy one get one free today if you wear a jersey nostr:note1y5txww8sp63zlneat5mdzjgu5cqu4c7ymtv47hr8wkcg2uzlqk9szs92hq

@ 274fe9ae:565805d2

Apple's just doubled the iPad’s storage — and you can already grab the new model on sale https://tech.yahoo.com/deals/article/apples-just-doubled-the-ipads-storage--and-you-can-already-grab-the-new-model-on-sale-174058301.html

@ 44691039:5e69b074

If this plays out the way I think, the actions of this generation will establish sovereign blood lines. We will either need to employ private security or live in stealth. There will be few in between a

@ 9313a9da:45c231b2

Excelente 🔥🔥

@ fea186c2:0d5bdef2

Lol Yep. I remember the first time it happened to me. Went to my beater car on a retail lunch break for a tech internship phone interview. Shit my pants and had to rush home to change. Did the interview on the rush back to work and still got the internship. It's the crust that makes a good pie.

@ 45f195cf:3cab7627

I washed my sunglasses today in the sink and then let them air dry. There were spots left from the minerals and metals in the water/pipes. Crazy to think that we’re absorbing this shit when we wash ourselves.

@ 274fe9ae:565805d2

RHOP’s Karen Huger Faces Prison Setback After Work Release Request https://www.yahoo.com/entertainment/articles/rhop-karen-huger-faces-prison-175620891.html

@ 6dcaee2b:66134885

😂nailed it

@ 274fe9ae:565805d2

'He hit the ball squarely into his own goal,' analyst blames Trump for market plunge https://www.yahoo.com/news/hit-ball-squarely-own-goal-201454926.html

@ 1e95c007:7a03b629

My submission for the Pen Giveaway. First time due to my deep-rooted hesitancy to put anything online that could link me to my nym. Tried to obfuscate my handwriting a bit. I've been writing almost daily over the last few months, and it is a great focused break from the digital life. Grab some paper and find a pen that makes writing enjoyable; you won't regret it. #touchpaper #penstr #nymlife https://m.primal.net/QYbo.jpg

@ 13bc95d9:9d80897d

I'm craving these and now you must also crave them https://nostr.download/6625016762c5d6d6b44395fc631c4ecf06037c9f51c36c67126cbf75352ece2c.jpg

@ 9313a9da:45c231b2

Yeah 🔥🔥

@ 324e26b2:46a56998

😇

@ 324e26b2:46a56998

😇

@ d662c10f:78d039af

So nasty! 🤮

@ 93b242db:8daa6f68

nlogpost:1745271661:[[[[haxx ready ppg]]]]

@ 274fe9ae:565805d2

Keir Starmer to seek to bolster defence ties as he hosts New Zealand PM https://www.theguardian.com/politics/2025/apr/21/keir-starmer-to-seek-to-bolster-defence-ties-as-he-hosts-new-zealand-pm

@ bc6b3515:5c6d6327

See you there!! https://m.primal.net/QYjl.jpg

@ 24cf5e0e:9904d481

We had a Belgian bitcoiner that went to help her, but needed help himself to get out of Surinam…

@ 2bb2abbf:dfcb40bd

おはようやで

@ f03df3d4:a4d4f676

Block 893419 6 - high priority 5 - medium priority 4 - low priority 2 - no priority 1 - purging #bitcoinfees #mempool

@ e7bf8dad:839ef3db

Block 893419 6 - high priority 5 - medium priority 4 - low priority 2 - no priority 1 - purging #bitcoinfees #mempool

@ 47446024:a459ff5b

Se Deus quiser eles voltaram para o inferno

@ 6bf2d239:1b2068b7

おはよう火曜日🔥

@ 010df0c9:2dd3f05a

I don't think I finished that one. Basically figured out "buy Bitcoin, government ruins everything" and it started to feel like a lot of redundant material to convince people something I already knew.

@ 832b77d5:a5e3d55c

🟩BUY BTC with USD Price: 88057.07USD (1%) BTC: 0.0192 USD: 1691 Method: US Money Order Created: 2025-04-21T21:38:24Z

@ f3f5992c:1614e07c

Capsule #030 is live now, straight from our spaceship! A journey through dark rollers and jungle, ending with the raw poetry of Mobb Deep. That Jonny L track 'Uneasy' still gives me those electric blue shivers whenever I play it, just like it did back in my club days. https://harmonique.one/shows/capsule/episodes/030 #music #tunestr

@ 356875ff:bf96a2e8

Yes.

@ 9e4a5274:af8c4bc4

Ficou empolgada? nostr:nevent1qqsv7yzg48wjc835w8x0fqqu75t8r83yxc4f4jwt3na92c8ncaen92qpz9mhxue69uhkummnw3ezuamfdejj7q3qg6jjgu06nctv74e96u84jux6vxm3ezncjh7tyquvm66jug02xvzqxpqqqqqqzxrufnt https://video.nostr.build/d42bcf75781e455acea886039349a533168e161d91d71e5972f34674749fd988.webm

@ a3c13ef4:d7ba24d6

■ 流速計測 2025/04/22 06:30～06:40 [JP リレー] きりの川: 32 posts やぶみ川: 32 posts ほりべあ川: 欠測 かすてら川: 6 posts こじら川: 32 posts しの川: 32 posts [GLOBAL リレー] きりの川(G): 34 posts のこたろ川(G): 欠測 こじら大川: 1 posts ■ 野洲田川定点観測所 https://nostr-hotter-site.vercel.app

@ 45f195cf:3cab7627

Mixers later tonight https://media.tenor.com/qEeNehbGxqgAAAAC/%D1%8B%D0%B2%D0%B0%D0%B0%D0%B2%D1%8B%D1%81.gif

@ 5a63e3b0:88b295c6

今日の睡眠時間酷いなｗ

@ be2735cf:00813004

#heart #beating https://video.nostr.build/a523363672210fce2634a9976033b214acc9af6f5025cc6810ffd5c5ae6b4fe6.mp4 #bullishbounty

@ 3493b0c2:4ce7120f

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@ aa4fc866:b098c7b4

Bitcoin price: $87183, Sats per USD: 1147

@ e2b8ba3e:27400d81

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@ e9ab3129:9c2d0b6d

What American Hardline Retailers Are Saying about Tariff Fallout What American Hardline Retailers Are Saying about Tariff Fallout Goldman analysts met with management and investor relations teams from specialty hardline retailers (BBY, BJ, DG, DKS, FL, OLLI, RH, TGT, ULTA, WMT, WOOF) to assess tariff exposure, consumer behavior, and macroeconomic challenges amid 145% tariffs on Chinese goods and the https://www.zerohedge.com/markets/us-tariffs-rate-return-fdr-era-levels-goldman-says-economy-far-stronger-1930s .  https://cms.zerohedge.com/s3/files/inline-images/2025-04-19_10-16-12.png?itok=UuI_vZ1i Here are the conversations Kate McShane, Mark Jordan, and other analysts had with IR and management teams from retailers:  Best Buy Tariff exposure and impacts. Given President Trump's recent exclusion of electronics from tariffs, management noted that their exposure is likely even lower than the 20% remaining China tariff. BBY is still trying to figure out their tariff situation by talking to vendors, but noted that most of their COGS that originate from Mexico are under exclusion as well (leaving them at low exposure for Mexico). Management also emphasized that the tariff exposure to comp headwind correlation is not linear, as vendors have multiple sites of manufacturing and it is largely dependent on the trade offs vendors make. When comparing tariffs to 2018/2019, they noted that last time, tariffs came through on large appliances, and most of the product categories did not get hit much since they were also exempted. At the moment, management does not believe they have taken prices up (they anticipate tariffs impacting 2Q-4Q), and as of last earnings call, have not brought in any inventory early for tariffs. Navigating consumer elasticity and macroenvironment. Management stated that their guidance takes into account their potential estimate for consumer elasticity, as they accounted for factors such as product levels, vendor price increases, potential declines in purchased units, etc. They are also involved in weekly planning given the macro-environment, and are preparing themselves and their vendors to be ready in case of any quick tariff changes. In the case of a recession, management noted that there are still many levers they could move to preserve profitability, such as changing labor demand and reducing various SG&A expenses. BJ's Wholesale Club BJ could benefit as a limited SKU retailer when it comes to tariffs. General merchandise comprises less than 15% of BJ's overall business. Management explained that BJ's limited SKU count and reliance on a treasure hunt experience gives the company more flexibility than some others. For example, BJ could forgo certain SKUs and offset that with other SKUs, making calculated choices depending on the situation. BJ expects to see SG&A deleverage this year but automation helps offset. On the 4Q earnings call, BJ guided to SG&A deleverage, driven by an acceleration in new club openings, particularly with continued outsized growth in depreciation as the company owns more of the clubs its opens. BJ plans to be disciplined from an overall cost perspective. Management also noted that the use of automation, such as autonomous robots in inventory, can help minimize footsteps and labor hours, allowing for more labor hours to go towards customer-facing tasks. Dollar General Improved execution leading to trade-in. In their last earnings call, DG noted that the trade-down between higher income consumers has been accelerating between 4Q and 1Q. Management noted that the reason they didn't see this trade-down earlier is likely due to some consumers taking a little longer to feel pressure, but also because of improved company execution. DG believes they are in a better spot today to receive trade-down needs than they were 6-9 months ago, which will allow them to create better impacts on their trade-in customers. Specifically, management noted that they are better positioned in their in-stock levels, SKU reduction strategies, and are investing more in their back-to-basics, which is translating to the top line. No significant changes on SNAP. Management stated that they are watching SNAP carefully and believes that the low income consumer is still under pressure, but has not confirmed any significant changes related to SNAP. They noted that in the past they have seen significant impacts when there are full-scale cuts on SNAP, but it is not as impacted when it is only work requirement changes. They also stated that if there were certain foods removed from SNAP, they would likely see more of a gradual impact than immediate, given that the consumer will not stop buying the foods they regularly eat immediately. Currently, SNAP accounts for ~MSD of DG's sales. DICK'S Sporting Goods DKS's position in a difficult macro backdrop. Per management, DKS is uniquely positioned in the marketplace, especially during challenging times, as its offering enables people to go outside and manage stress in an accessible way. Additionally, people are not willing to forgo things they consider essential, such as cleats that fit their kids or running shoes, which they often view as more necessary than discretionary. In terms of Game Changer, management highlighted that it has become an indispensable piece of the youth sports ecosystem and remains confident in the business in a tougher macroeconomic environment. The company could benefit from elevated inventory. Exiting 4Q, DKS's inventory was up 18%, more for other reasons (e.g., its Southern store strategy, strategic investments) versus getting ahead of tariffs. As a result, there could be some unintended benefits from the higher inventory. The inventory consists of some seasonal and some core product, and it was a focused investment into certain brands categories that have been fueling top line growth to keep the momentum going. Foot Locker FL's tariff exposure. FL's private label is a LSD percent of sales, with about half of that being sourced through China and the balance through other Southeast Asian countries. FL's partners also have exposure to China, while noting their exposure to that region has come down over the past several years, particularly following 2018/19 tariffs. Per management, the company is working through this with their partners through a lens of mutual profitability. FL noted that their outlook for the year still suggests that they will continue to make progress against their Lace Up plan. FL noted its inventory was in a good place coming out of 4Q. FL's inventory levels were up 1% coming out of 4Q, and the company saw improved inventory turns last year. Per management, FL wants to leave some flexibility to lean into any traffic-driving promotions, rather than needing to clear inventory. In terms of inventory management, FL plans to continue to be agile and respond to the overall macro environment. Ollie's Bargain Outlet Supply chain opportunity and flexibility in the current environment. Management addressed investor concerns that supply chain opportunities could be limited in the near term if tariffs persist, by noting that OLLI has already factored that into their strategies, and is continuing to aggressively buy product. In the case that supply chain products are limited, management is not worried given that there is still a lot of merchandise from distressed stores and bankruptcies. While they have not currently seen mass cancellations of orders yet, they highlighted that once more imports arrive from China, companies will have to start canceling orders, likely allowing OLLI to benefit from this excess merchandise. Management also noted that they are currently buying more domestic product and are not buying certain product categories from China (the only category at risk is seasonal items); however, they are not worried about their product mix, as their consumers are trained for a treasure hunt environment. Given OLLI does not have a set planogram merchandise model, consumers are not expecting them to have the same products every time, which allows OLLI's buyers to flexibly chase different products. Restoration Hardware RH plans to work through its elevated inventory which will help with FCF. RH has $200-300mn in excess inventory, with the company noting it bought heavily in advance into its new collections which were trending well. RH plans to work through the inventory this year, without providing a timeline on when this will be done. The company is not buying as much unless it is new collections (i.e., new items in its sourcebooks) or for customers' custom orders. While the macro remains challenging, RH seeks to benefit from newness. RH sees an impact on its customer base when mortgage rates go above 7%. In terms of correlation with the stock market, wealthy customers might wait and not purchase in a certain month, and in general, the company sees a correlation between mortgage rates and existing home sales. Per management, RH set out to gain market share with newness, noting that from 2019-22, the company did not offer newness. RH noted it is currently benefiting from the transformation through market share gains, given its compelling offering, scale, and pricing. Levers RH could pull in a difficult environment. RH noted it could potentially monetize assets through sale leasebacks, which it has done in the past. The company added that its marketing spend is over $100mn, which it could cut back on, along with salaries, corporate headcount, or ongoing projects/investments. RH pointed to its 4/6/20 press release (linked here) as an example of what it has done historically. Target Prices will likely increase, while elasticity is hard to predict. In terms of direct exposure to China, private label is 30% of sales, and 30% of their private label comes from China. Direct imports are more in home and apparel, while indirect is more of electronics and toys. TGT noted that unit demand is going to be tough, and elasticity is hard to predict as it changes over time depending on the macro backdrop. Per management, the expectation is that everyone will have to take price. That said, TGT highlighted that it maintains a strong balance sheet and feels good about its ability to manage this. TGT plans to remain agile on its inventory position. TGT noted it has not brought in product early to any great degree in the current environment as there is not limitless storage, while adding it has a mindset to remain ready and agile. We would note that TGT ended the year with ~7% y/y inventory growth, which management noted in March was a function of strategic decisions versus sitting on unproductive inventory. Given TGT's guests over-index to interest in newness and on-trend product, the company was trying to get a jump start on the year and pulled forward some receipts (e.g., spring sets for hardlines and apparel). Ulta Ulta Beauty at Target shop-in-shop openings will pause in 2025. At a recent conference, ULTA mentioned it would not be opening additional Ulta Beauty at Target locations this year and would instead be focusing on the existing 610 stores. Per ULTA, this decision will allow the company to incorporate learnings and strengthen existing stores before continuing the expansion. ULTA's tariff exposure. In FY24, only ~1% of ULTA's receipts were direct imports, noting this is mostly related to the Ulta Beauty Collection and gifts with purchases. ULTA is talking with its manufacturers and suppliers on how to mitigate tariff impacts. The Ulta Beauty Collection has exposure to China but also Canada and Europe. Prestige brands are more exposed to North America and Europe, while mass has more exposure to China/Asia. On the indirect side, it is more difficult as ULTA works with 600 brands, which includes smaller brands without broad global supply chains. Ulta hires new Chief Merchandise Officer. On 4/17, Ulta announced they hired Lauren Brindley as their new Chief Merchandising Officer to replace retiring CMO, Monica Arnaudo. When speaking with the company, they highlighted Ms. Brindley's more than 20 years of experience in beauty, from both the retail and brand perspective and her experience and relationships across the beauty spectrum, from mass to luxury. Ms. Brindley also led the development of the Boots No 7 brand and has strong brand building experience. Additionally, having served as a CEO of Revolution Beauty, she brings an enterprise view to the merchandising and digital role. Walmart Discretionary categories are underperforming. WMT has not pulled forward inventory in anticipation of tariffs due to the uncertain backdrop. The company plans to lean heavily into value, noting the more discretionary side of general merchandise is underperforming. That said, seasonal events remain productive for WMT, and the company plans to focus on grocery for upcoming events, while for back-to-school, it will lean into consumables. WMT is benefiting from automation. 60% of WMT's fulfillment volume today is moving through automation, and ~55% of stores are receiving automated freight. The automation cycle is scheduled to roll out through 2029, with cost savings already there today but not sizable enough yet to call out. As a result of automation, inventory efficiency has increased over time. Sam's Club is well-positioned for omnichannel growth. WMT is positioning Sam's Club as an omnichannel club, noting that the market still feels underpenetrated. The Sam's Club and Walmart US e-commerce supply chains are merging, and e-commerce fulfillment will be done through the Walmart system. As a result, per management, the cost is much lower and the network already exists. While clubs are usually for a stock up versus a top up trip, prepared meals is one of the fastest growing areas for Sam's Club. Petco Commentary on tariffs and pricing: Management noted that owned brands represent 5% of COGS with exposure in China, Mexico, and Canada, with China being the largest. The company also noted that price hike and 10+ mitigation strategies have been under consideration with the aim to mitigate potential impacts on national brands. Competition: The company had no specific update on peer activity. Management has been focused on defining Petco's position in the market and identifying differential points. The company is focused on understanding the core customer with an emphasis on internal brand definition, analyzing broader industry dynamics, and going back to retail basics. The key takeaway is clear: investors and consumers should favor retailers with supply chains outside of China, while penalizing those that are heavily reliant on Chinese imports.  More color here: https://www.zerohedge.com/markets/tariff-shockwave-these-apparel-brands-retailers-most-risk-price-hikes https://cms.zerohedge.com/users/tyler-durden Mon, 04/21/2025 - 17:40 https://www.zerohedge.com/markets/what-americas-hardline-retailers-are-saying-about-tariff-fallout

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✄------------ 6:40 ------------✄

@ 3bf020df:7a07cedc

Likely yes. What color tint are your glasses?

@ 1e174589:a6ade680

百年樱花园龙王塘2。 https://cdn.uploads.micro.blog/197717/2025/7e9a70556a.jpg https://cdn.uploads.micro.blog/197717/2025/d0725abc87.jpg https://cdn.uploads.micro.blog/197717/2025/0e13e3c24f.jpg https://cdn.uploads.micro.blog/197717/2025/0ed191e959.jpg https://cdn.uploads.micro.blog/197717/2025/30cf51dc9f.jpg https://cdn.uploads.micro.blog/197717/2025/90b731dd4f.jpg https://cdn.uploads.micro.blog/197717/2025/31e57cf017.jpg https://cdn.uploads.micro.blog/197717/2025/3f149752aa.jpg https://cdn.uploads.micro.blog/197717/2025/08da64406d.jpg https://cdn.uploads.micro.blog/197717/2025/d4fc4972f4.jpg

@ 2bb2abbf:dfcb40bd

大人になったらわかるで

@ b3320cbc:0503a468

うにゅう、今日は何曜日？

@ 184dca27:c63594ee

Timechain info: Block height: 893,420 Network difficulty: 123.23T Next difficulty adjustment(est.): 111.25T Market dominance %: 60.53% BTC price per 1K sats($): 0.87 24H median transaction fee($): 0.50 #meme #memes #btc #nostr #plebchain #memestr #pleb #laugh #funny #jokes #primal #serioushumour Title: hmm https://i.redd.it/pcawz2wsy4we1.jpeg

@ 84d58fdf:1b8a46a5

The Uniparty 🤷‍♂️

@ 93b242db:8daa6f68

nlogpost:1745271579:[[[[haxx ready ppg]]]]

@ 75cf1b78:5b001c66

Gel de subventions | Harvard poursuit l’administration Trump en justice Harvard a attaqué lundi l’administration Trump en justice au sujet du gel de subventions fédérales destinées à la prestigieuse université américaine. https://mobile-img.lpcdn.ca/v2/924x/r3996/22c10d4df3913259bb607795d6b19d39.jpg /international/etats-unis/2025-04-21/gel-de-subventions/harvard-poursuit-l-administration-trump-en-justice.php

@ 9e4a5274:af8c4bc4

Pra onde vcs acham que foram os órfãos do 4chan?

@ 460c25e6:ef85065c

Dumb phones are electronic versions of self help books. Full of good intentions and unrealistic use cases.

@ 9c86d775:e02240c9

The United States is a nation of traders, a nation of people filled with hope. THAT'S why they hate Trump. It's not people who hate Trump. It's their demons that hate Trump, because he brings hope.

@ cdecc31c:1cac3b92

yeah great track, his lyrics are great.

@ 93b242db:8daa6f68

nlogpost:1745271570:[[[[cometlinks build bihour #2]]]]

@ 9be99f03:ed6fcff2

Another example of a “Gang Object”. It’s used to indicate a type of threat used. https://image.nostr.build/ab6903a55581511b3624a08f1cdad597ff88db8f2557acb545e0c2e9d1fb82dd.jpg

@ 46a52471:21ea3304

tu curte uma poma negra da cabeçola roxa né? Só vive falando de negão, não é possível uma coisas dessas.

@ b7dddc2d:302c8f04

😁

@ 45f195cf:3cab7627

Why aren’t they on nostr? Maybe they’re spooks too 😂

@ 93b242db:8daa6f68

nlogpost:1745271566:[[[[cometlinks build bihour #1]]]]

@ a722efb7:f49fd3e4

So, I downloaded Oshi and signed up- but I don’t see Born To Be Free in there? Just so you know.

@ 4e251ccd:70f45ea6

A páscoa de você teve chocolate ou a grana foi curta?

@ 93b242db:8daa6f68

nlogpost:1745271563:[[[[cometlinks build bihour #0]]]]

@ c558c7cc:b0b7b89e

🤖 Tracking strings detected and removed! 🔗 Clean URL(s): https://youtube.com/clip/Ugkx6zOz4SUwWBqUHj-Ldpx1EBzcX35ooMlH ❌ Removed parts: ?si=OE1TXaL3jQAT5gG3