tbone @tbonecapital

"the share of Harvard undergraduates receiving disability accommodations rose from roughly 3 percent in 2014 to 21% in 2024 — a sevenfold increase in a decade...Meanwhile, at community colleges, the rate is 3 to 4 percent and has not changed in a decade." bostonglobe.com/2026/06/29/opi…

How have i never seen this picture

We've seen an implosion in the financial demand for oil and the 50:1 ratio of financial:physical is likely distorting price relative to medium-term fundamentals. Inventories will continue to fall, rigs will soon start to stack, physical demand metrics like refining margins remain strong, floating/unsanctioned Iranian barrels will soon be absorbed, Iran will likely remain in control of the Strait, and China will at some point return to the market. What then???

Did you know you can create the Maxwell-Boltzmann distribution with just some balls and a motor? I built this simple device to illustrate it. This is how it works: A spinning agitator pumps energy into ~400 balls, so they bounce around and collide like gas particles in a box. They escape one at a time through a tiny hole, then fall a fixed gap into bins below. Since the hole is so small, every ball leaves with no vertical speed and takes the same time to fall. Constant fall time means how far a ball flies sideways is set purely by its speed. A faster ball goes into a further bin. So each bin is really a speed. Tally all 400 and you get the Maxwell-Boltzmann distribution.

x.com/i/article/2071…

The oil market is in a race against the clock. Global oil inventories continue to fall, with onshore storage now at its seasonally lowest point in recorded history. Strait inbounds remain far below necessary levels to allow the return of ~ 11MM Bbl/d of still shut-in Middle Eastern production. Iran is clearly in charge, and my best advisors continue to believe they will not relinquish control. The biggest unknown is Chinese imports, down ~4.7MM Bbl/d and the single biggest reason why we did not see the demand-reducing price spike...yet. Visible Chinese inventories have barely fallen yet their imports are down ~450MM Bbls = significant and unsustainable drop in invisible refined product and oil stocks. When does China come back? With only ~90MM Bbls of remaining barrels stuck in the Strait, the net balance once that is absorbed is outbound tankers vs. curtailed production vs. reduced inbound tankers (the one to watch) = continued inventory draws. With the crude curve below pre-war levels, the market is completely apathetic to the above, fully believing in every tweet declaring imminent peace. Yet, the clock continues to count down to operational lows and tank bottoms.

Tanker traffic through Hormuz is recovering, but remains well below pre-collapse levels.

This vial contains a new drug called PAC-832, which I recently invented to treat Alzheimer’s disease. It is the world’s first selective GalR1 antagonist. I designed and synthesized PAC-832 in a chemistry lab I built in my garage. (1/16)

keyboard_arrow_left Previous keyboard_arrow_right Next

This is a fascinating video. An Egyptian traveler visits Japan and praises the remarkably ethical nature of its society, while also admitting to a kind of cognitive dissonance at seeing people behave this way despite not being theists, and therefore not acting out of fear of divine judgment or eternal damnation. He ultimately asks whether it is “we” who are the hypocrites, publicly performing ethical behavior out of fear, while failing to fully internalize it in private life. It reminded me of the remarks of another Egyptian traveler, the great Muslim scholar and reformer Muhammad Abduh, some 150 years earlier. After returning from a brief stay in France, Abduh is often reported to have said: “I went to the West and saw Islam, but no Muslims; I returned to the East and saw Muslims, but not Islam.” Abduh would go on to become one of the leading figures of the late 19th-century Nahda and a champion of social and religious reform in the final decades of the Ottoman Empire. Admittedly, it is a bit disheartening to see a fellow Egyptian of Abduh’s expressing a similar kind of cognitive dissonance today. It is, in a sense, a reminder of the limited enduring impact that reformist thinkers like Abduh had in pulling much of the Arab-Muslim world, bar a few notable exceptions, out of its civilizational malaise. (Unfortunately, it was, instead, the intellectual currents that cast Western modernity as an enemy, from Sayyid Qutb’s Muslim Brotherhood to Salafism, that ultimately won, eclipsing Abduh’s reformist vision.)

Thank you for highlighting our paper! One detail I’d add: bowhead whale cells showed enhanced DNA repair, higher repair fidelity, and lower mutation accumulation. We identified CIRBP as one contributor to this phenotype. Humans have CIRBP too, and overexpression of both human and bowhead CIRBP improved DNA repair in human cells and increased lifespan/radiation resistance in flies.

At 200+ years, the bowhead whale outlives every other mammal and tips the scales at 80,000 kg. Yet it rarely gets cancer. A new Nature paper digs into the mystery, spotlighting unique DNA‑repair genes with implications for aging and cancer biology. Peto’s paradox keeps getting more interesting @Nature @OncoAlert nature.com/articles/s4158…

Joel Greenblatt on how Gotham Capital generated 50% annualized returns.

Big believer in the idea that only a handful of decisions determine your entire life. The rest is all just noise The big decisions are generally: 1. who you marry 2. what career path you go down 3. saving and spending habits 4. how you take of your body and exercise 5. who you spend time with (friends) If you get these 5 right, it’s really hard to go wrong in life

Andrew Lo, MIT - the economist behind the "physics envy" critique of finance - on the most dangerous instinct investors have: every time NASCAR adds a new safety feature - reinforced bumpers, roll bars - drivers crash more, not less. they feel protected, so they push harder. economists call it the Peltzman effect: make people safer and they spend the safety on extra risk. now apply it to markets. when volatility is low, investors don't sit still feeling safe - they pile on leverage and risk, convinced the danger is gone. the risk didn't vanish. they just stopped seeing it. his warning: the calmest markets are exactly where people quietly load up on the most hidden risk - right before it snaps back. ~50-min Google talk, free. the MIT economist on why "safer" quietly makes us reckless ↓

0xDipper @Dipper_pol

2 days ago

Mark Spitznagel - founder of Universa, the "black swan" fund Nassim Taleb advises - on the most counterintuitive idea in investing: add a 3% sliver of crash insurance to a stock portfolio. give that insurance a 0% expected return - it makes nothing over time. it still raises

25 88 916 193K 2K

@allTheYud Bro add me to the discord

@jtgoldx @uricohenisrael Go for it Joel. You can be the Jewish man she's looking for.

This might be one of the most important tweets you'll ever read.

Jaynit @jaynitx

3 days ago

Charlie Munger spent 50 years studying why intelligent people make catastrophically stupid decisions. It is the most useful thing I have ever watched: 1. Incentives are more powerful than anyone thinks. Munger says he has been in the top 5% of his age cohort his entire life in

54 774 3K 675K 7K

🚨 Woman cry “Where are all the good men?!” Then a man with DISCIPLINE, standards & boundaries shows up “TOXIC! Controlling! Narcissist!” While the real manipulator gets called “confident & honest” 😍 A good man didn’t get more toxic. Your perception did!

🦉Екатерина Малкова из московской школы №1409 идеально сдала сразу пять предметов: русский, профильную математику, химию, физику и информатику и впервые в истории экзамена набрала рекордные 500 баллов ЕГЭ из 500 возможных.

Here's a really interesting one: Two identical twins who grew up together and worked similar jobs differed in that one of them smoked for decades and the other never smoked. Can you tell which is which just from photos?

keyboard_arrow_left Previous keyboard_arrow_right Next

Crémieux @cremieuxrecueil

2 days ago

I love when we get identical twin product comparisons. Here's one of identical twins, one of whom used minoxidil for a year for his beard, and the other who didn't. Look at the difference!

68 28 2K 792K 738