Second Wind @DisContent___

Five "deal" announcements, zero closed (yet). That's a trend. Sell the tweet, buy the molecule. Iran's leverage increases with every day that passes and inventories decline, while it decreases for the West. Thank you to @SquawkCNBC Asia for having me on this morning. Attached is the clip: 50 years of efficiency made oil cheaper per unit of GDP but more irreplaceable in function -- it is the rare earth of the macro system. cnbc.com/video/2026/05/…

“Practice any art… no matter how well or badly, not to get money and fame, but to experience becoming, to find out what's inside you, to make your soul grow.” — Kurt Vonnegut, Jr.

SpaceX is actively hiring world-class engineers/physicists for SpaceXAI, even if you have zero prior experience in AI. Smart humans figure it out fast. Please send an email with ~3 bullet points demonstrating evidence of exceptional ability to [email protected].

The next chapter of space computing is here 🛰️ NVIDIA and its ecosystem are advancing AI from Earth-to-space across: ✔️ Earth Orbit and Infrared Imagery ✔️ Radio Frequency and Synthetic Aperture Radar ✔️ Autonomous Space Operations Leading commercial space companies and mission-grade, radiation-hardened partners are scheduling deployments of NVIDIA Jetson Orin, IGX Thor, and the Vera Rubin Space-1 module for on-orbit AI inference and ground data processing. Explore the final frontier of AI 🔗 nvda.ws/4wb6qQd

@jtccrafty @MomAngtrades You are right about the title (there is a character limit), I meant that he is a fairly experienced professional and not an intern/analyst who would not know how to react...and indeed, tough times for the lady.

A list of iconic photographs and the cameras they were taken with. A thread 🧵📸 1. 2001 in NYC by Lyle Owerko / Fuji 645zi

At the risk of sounding alarmist, the shortage of sulfur and ammonia is a genuine global catastrophe. Forget about oil and natural gas prices. I spoke with a friend at the United Nations World Food Programme, and he is desperate. Funding has been drastically cut and food prices have skyrocketed, limiting the ability of NGOs to help malnourished populations. We are talking about a death toll comparable to that of the Second World War, or a tripling of food insecurity-related deaths by 2027.

I have three monitors on my desk. The left one shows the order book. The middle one shows Truth Social. The right one shows the investigation queue. On April 21st, the left screen moved first. I am a Senior Surveillance Analyst at a commodities exchange. I have held this position for nineteen years. My job is to monitor trading activity for suspicious patterns and generate compliance reports. I am employee of the quarter. I have a mug. At 19:54 GMT on April 21st, someone placed 4,260 sell orders on Brent crude futures. They did this during post-settlement. The window after the market closes when daily volume is typically in the dozens. Sometimes single digits. Sometimes I watch the screen and nothing happens for forty minutes and I think about whether my daughter is happy. On April 21st, someone placed $430 million in directional bets in 120 seconds during that window. One hundred and twenty seconds. I timed it on my watch because the system clock rounds to the nearest minute and I have found, in nineteen years, that precision matters to no one but me. At 20:10 GMT, the President posted on Truth Social that he was extending the Iran ceasefire. Brent dropped from $100.91 to $96.83. I flagged the trade. I flag a lot of trades. I want to tell you what happens to my flags. My flags go into a system called TRACE. Trade Review and Compliance Evaluation. I did not name it. The system generates a report. The report goes to a committee. The committee has a name I am not allowed to share but I can tell you it meets quarterly and the conference room has a credenza with bottled water that is sparkling because someone once put still water in the room and a managing director sent an email about it that was longer than most of my surveillance reports. The committee reviews my flags. The committee has reviewed all of my flags. Here is the complete record of actions taken on my flags in 2026: Reviewed. That's it. "Reviewed" is a status. In compliance, a status is the absence of an action that has been given a name so it looks like one. Let me show you my flags. March 9th. Someone bet millions on oil falling at 18:29 GMT. Forty-seven minutes later, a CBS reporter posted that the President said the Iran war was "very complete, pretty much." Oil dropped 25%. Forty-seven minutes. I flagged it. March 23rd. Someone sold 5,100 lots of Brent and WTI crude futures between 10:49 and 10:50 GMT. Fourteen minutes later, the President posted on Truth Social about a "COMPLETE AND TOTAL RESOLUTION" to hostilities. Oil dropped 11%. Over 13,000 contracts traded in sixty seconds after the post. Fourteen minutes. I flagged it. April 7th. Someone established a $950 million short position in oil futures at 19:45 GMT. Three hours later, the President declared a two-week ceasefire. Nine hundred and fifty million dollars. I flagged it. April 17th. Someone placed $760 million in bearish bets twenty minutes before Iran's foreign minister confirmed the Strait of Hormuz would reopen. Seven hundred and sixty million. I flagged it. April 21st. The $430 million. Fifteen minutes. I flagged it. That is $2.1 billion in directional oil bets in April alone. Every one of them landed on the correct side of a presidential announcement. Every one of them was placed in a window so narrow you could measure it in bathroom breaks. I flagged every single one. The CFTC chair told a Congressional committee that his organization has "zero tolerance" for fraud and insider trading. I wrote that quote on a Post-it note and stuck it to my right monitor. The one that shows the investigation queue. The investigation queue has not moved since March. Zero tolerance. Zero staff. Zero budget. Zero prosecutions under the STOCK Act since it was signed in 2012. Fourteen years. The law has existed for fourteen years and has been enforced zero times. In compliance, we call that a compliance rate of one hundred percent. No cases filed means no cases lost. You cannot fail an audit you never conduct. We call that excellence. Last month the White House sent an internal email to staff. I was not on the distribution list but I have read reporting on it and I need you to sit with what I am about to say. The email instructed White House staff not to use insider information to place bets on prediction markets. The White House had to send a memo telling its own employees not to insider-trade. I want you to read that sentence again. Not because the instruction was unclear. Because the instruction was necessary. Because someone in the building looked at the same pattern I have been flagging for months on my three monitors and decided the appropriate response was an email. The President's son sits on the advisory board of Kalshi. He is an investor in Polymarket. Both are prediction markets. Both saw accounts created days before U.S. military action. One account. I cannot stop thinking about this account. It was called "Burdensome-Mix." It was created in December. On January 2nd, it placed $32,500 on Venezuela's president being removed from power. On January 3rd, Maduro was seized by U.S. special forces. Burdensome-Mix collected $436,000. Then it changed its username. Then it disappeared. One account is a coincidence. But there were six. Six accounts were created on Polymarket in February. All bet on U.S. strikes on Iran by the 28th. When the President confirmed the strikes, the six accounts collected $1.2 million between them. Five of the six never placed another bet. The sixth went on to correctly predict the ceasefire date and made another $163,000. My surveillance system logged all of this. My system logs everything. My system does not have opinions and neither do I. I generate reports. The reports go to committees. The committees meet quarterly. Between meetings, the windows get shorter and the bets get larger. March 9th: 47 minutes. March 23rd: 14 minutes. April 17th: 20 minutes. April 21st: 15 minutes. The window is compressing. In March, you had time to make coffee between the trade and the announcement. By April, you had time to send a text. By summer, at this rate, the trade and the announcement will be the same event. The spokesman said any implication that administration officials are engaged in insider trading is "baseless and irresponsible reporting." Then the White House sent the email again. I have been in compliance for nineteen years. I have seen insider trading run out of strip mall offices by men who could not spell "derivative." I have seen pump-and-dump schemes coordinated over WhatsApp by people who used their real names. I have seen a man try to manipulate soybean futures from a Panera Bread. I have never seen $2.1 billion in perfectly timed trades across five presidential announcements in a single month go uninvestigated. But I have also never seen a compliance system work this beautifully. Every trade flagged. Every report filed. Every committee briefed. Every quarterly meeting attended. Bottled water: sparkling. Minutes: distributed. Zero prosecutions. As long as the flags go up and the cases don't, my performance review says I am meeting expectations. I am meeting expectations. The system is meeting expectations. The $2.1 billion is meeting expectations. The fourteen-year-old law with zero prosecutions is meeting expectations. The left screen moves. The middle screen moves. The right screen stays perfectly, immaculately still. In my field, we call this price discovery.

Iran has no plans to negotiate with the US on Friday -Iranian state media

Israel has reportedly been informed that Trump’s new deadline for an Iran deal is Sunday -N12 News Israeli officials assess that there is a low chance an agreement is actually reached by that date.

Veteran buried his eldest and it’s not looking good for his two others. Posting for any connections, help that can be made while they fight for time.

Steve Jobs with one of the hardest emails of all time to the CEO of Adobe

This is one of the most important studies in sleep science. Van Dongen et al. ran the experiment that changed how we understand chronic sleep restriction. They had subjects sleep 4h, 6h, or 8h nightly for 14 days, testing cognitive performance every 2 hours. The 6h group’s reaction time deficits by day 14 matched subjects who had been awake for 24 hours straight. The 4h group? They performed like someone awake 48 hours. But here’s what makes this study terrifying. The Stanford Sleepiness Scale ratings in Panel B plateau after day 3-4. Subjects stopped feeling more tired even as their cognitive performance continued deteriorating through day 14. Your subjective experience of fatigue is a lagging indicator that eventually just… stops updating. This explains why chronic undersleeping feels sustainable. You’ve adapted to feeling tired. Your prefrontal cortex hasn’t adapted to being impaired. The PVT (Psychomotor Vigilance Task) in Panel A measures lapses in attention. These are the moments where you’re staring at a screen and your brain simply checks out for 500ms. Every additional day of 6h sleep adds more lapses. The curve never flattens. Panel C and D show working memory and processing speed. Same pattern: continuous degradation with no subjective awareness. The practical implications: If you’re sleeping 6h and think you’re functioning fine, you’ve lost the internal calibration to know you’re not. The subjects in this study would have told you they felt “okay” while performing like they’d pulled an all-nighter. For anyone doing cognitively demanding work, this means you cannot trust how you feel. You need to track objective markers: error rates, decision latency, problem-solving throughput. Sleep need is biological, not negotiable. Most adults require 7-9 hours, and the research shows no population-level adaptation to chronic restriction. “I only need 6 hours” is almost always “I’ve forgotten what baseline cognition feels like.“

Bailey Klemmensen @iiKlemm

5 months ago

Competitive gamers: 6h of sleep is a hidden nerf. 6h/night for 2 weeks → reaction time & attention decline to the equivalent of pulling MULTIPLE all-nighters. Worst part: subjective fatigue plateaus, so you stop noticing. If you're not getting 7+ hours/night, you're trolling.

85 592 9K 4.4M 3K

Yet another Microsoft product full of viruses:

Every Epstein email is like From: [email protected] To: [email protected] Subject: dungeon Attachments: gangrenouspenis.jpg do yo u have any %ebola? ineed to off this slavefrom Ehud Barak From: [email protected] Subject: RE: dungeon Hi Jeffrey, Great to touch base.

We cloned Gmail, except you're logged in as Epstein and can see his emails

@britishmuseum

Running until the end of March, the Picasso: printmaker exhibition showcases a diverse selection of Picasso’s prints, including the 347 Suite, funded by Hamish Parker and completed by Picasso at the remarkable age of 86. medium.com/@2ndwind/picas…

Similar to the idea behind the ‘Would Buy’ series, the ‘Select Supplementation’ series covers supplements I have found to be effective and would recommend to close friends and family. medium.com/@2ndwind/selec…

With so many “influencers” relying on affiliate programs, finding unbiased product reviews has become increasingly difficult. I have therefore started my ‘Would Buy’ series where I recommend brands and products based solely on personal experiences. medium.com/@2ndwind/would…