Make America thin again

As you well know, we are big fans of Eli Lilly and their weight-loss drugs. I was astounded to see this map showing the obesity levels per state in America.

The vast majority of states have levels of 30% or above. Some in the mid-west are above 40%. I really do believe that use of these weight-loss drugs is going to skyrocket, resulting in some serious behavioural shifts.

Healthcare costs are going to go down and food consumption patterns are going to change drastically. I certainly wouldn't want to be invested in any snack food maker or fast food chain right now.