tbone @tbonecapital
Joined December 2018-
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"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…
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.
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.
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)
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…
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 ↓
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
@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.
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
🚨 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?
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!
Hameed Mir حمید �... @HameedMirzad19
5K Followers 2K Following Independent voice for human rights, democracy, and justice. 🇺🇸(One Man Army)🇺🇸
کجکن @ParyanQani12064
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lariat 🌆 @lariat_unit_00
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Lost Pashtun @k_amarkhil
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بینام @khan530700
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رشاد نوا @Researcher_123_
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Aryan @DiasporaAfghan
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آدمه 🐝🪷 @Adama963963
122 Followers 439 Following
चेदिराड... @Saatvata
17K Followers 10K Following स्खलितानि भविष्यन्ति ममैतानि क्षमस्व भोः। नात्र घोषयितव्यं मे यत्किञ्चिदवशिष्यते॥
elioe @elioeFIN
35K Followers 17K Following World's most accurate hurricane forecaster - and NHC knows it. See pinned thread for statistics, and GitHub repository for proof / evidence
Ansam from gaza @AbwhrbHalt
519 Followers 6K Following I am a mother of six children I hope you can help my daughter Sumaya and my children. https://t.co/EyXNrcdcTL
nesreen @mmwmn161332
326 Followers 2K Following I am a mother from Gaza trying to live with the situation imposed on me and my children. Save Gaza.
James R Gates @JamesGates_
67 Followers 194 Following Making woody perennials skip adolescence. Molecular biologist. Founder @Florachronos. Scale AI. Author. PhD. E-RYT 500.
cyber interpol @3cyberinterpol
1K Followers 6K Following Cybercrim global impact of cybercrime ande Program aims to reduce the protect 🌎
lassefolkersen @lassefolkersen
2K Followers 2K Following Chief Scientific Officer at @NucleusGenomics Previously at https://t.co/TTFLuFizRN and Genome Center Denmark. Views are my own.
Seven V Matos 🚀 @mentorhannah
526 Followers 4K Following Options Trader📈📉 Sports Connoisseur🏀 Nupe♦️👌 Marine Not a financial advisor
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malad @Jaladkhan09
24 Followers 672 Following
AnswerTheQuistion @quistion_the
561 Followers 6K Following Accountant by day, Astrologer by night, pro sex-work, (reluctantly) anti-porn. If you have a better idea I’d like to hear it.
usogui @usogui0000
14 Followers 213 Following
Mahyar McDonald @mahyarm8
452 Followers 368 Following My profile picture is a 💩 emoji cupcake. AI token heavy equipment operator 🚜 at Microsoft AI
Hallvard Holte @HallvardHolte
3K Followers 6K Following Sensible young man 🇳🇴 MA Classics Oxford, MSc Business Analytics NHH Languages, history, political thought, intellectual and religious history Not Muslim!
Yunqing Pan @pyqwork8888
435 Followers 6K Following Senior railway Engineer , Researching personal information;Loving physics ,finance and investment ,qigong; Attention to politics, economics;Rich imagination.
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Evan Eichler @EichlerEE
946 Followers 4 Following
Eliezer Yudkowsky @allTheYud
15K Followers 35 Following High-volume account of @ESYudkowsky, the original AI alignment guy. If it's missing punctuation, it's humor. If you can't tell, it's probably also humor.
Matteo Marinelli @MrnllMtt
8K Followers 423 Following Renaissance polymath. Writer, painter, man of God. Humble student of reality. Proudly Italian 🇮🇹🌹 | Building @QuartzResearch
Quartz Sea Research @QuartzResearch
3K Followers 58 Following A Europe-focused equity research firm, trusted by 800+ investors.
Rose Celine Investmen... @realroseceline
27K Followers 5K Following Equity investor sharing wisdom. I am not your advisor.🌹
Drew Cohen @DrewCohenMoney
11K Followers 60 Following Teaching investing, business, and personal finance. 📝 Research: @Speedwell_LLC 📺 25k on YouTube: https://t.co/99ZgVdSKoV
Tara Rezaei @tararezaeikh
5K Followers 450 Following co-founder @mirendil, mit ‘26, prev openai, prod
green moleskine @MoleskineG90941
50 Followers 391 Following just a dude hitting post on things that should have stayed in notes
Zakir Jalaly - ذاک... @zakirjalaly
106K Followers 2K Following دا شخصي X حساب دی؛ خپرېدونکي مطالب يوازې زما نظر څرګندوي او هېڅ ډول رسمي بڼه نه لري. This is my personal X account; views expressed here are solely my own.
Hameed Mir حمید �... @HameedMirzad19
5K Followers 2K Following Independent voice for human rights, democracy, and justice. 🇺🇸(One Man Army)🇺🇸
Simon Lejeune @lejeunesimon
4K Followers 706 Following Chief Growth Officer @Wealthsimple, ex @Hopper, @Busbud
Hedayatullah paktin @HedayatPaktin
4K Followers 1K Following University Lecture|Political Analyast, Peace Activist
Sanchit Misra (I am h... @sanchit_misra
460 Followers 195 Following Senior Research Scientist & Head - Computational Biology Research, Intel Labs; computational biologist; HPC researcher; tweets are my own
Elizabeth Tsurkov @LizHurra
107K Followers 1K Following Freedom appreciator. Passionate about human rights. Senior Fellow @MidEastPolicy focusing on the Levant. @PUPolitics PhD candidate. 'حسن الظنّ راحة القلب'
Chris Menahan 🇺�... @infolibnews
71K Followers 474 Following Publisher of the independent news site https://t.co/2txFfCaOI4. As seen on @DRUDGE, @Infowars, @ZeroHedge & more. #AmericaFirst 🇺🇸
Amina @Amina_io
20K Followers 9K Following woman computer interaction * current: building in stealth * ex-Jpop idol * life should be playful
sanje horah @sanjehorah
10K Followers 933 Following default Mule for the Spirit's phallic jouissance
Ariel @chaklaia
65 Followers 256 Following
Aaron Dymarskiy @aarondymarskiy
781 Followers 419 Following I write articles for Heretical Insights: https://t.co/Dh1DvZJj8B
باختری Bakhtari @Zewarree
351 Followers 509 Following
Zakiallah Zaland @ZakiallahZaland
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चेदिराड... @Saatvata
17K Followers 10K Following स्खलितानि भविष्यन्ति ममैतानि क्षमस्व भोः। नात्र घोषयितव्यं मे यत्किञ्चिदवशिष्यते॥
FlightTrace @FlightTraceData
821 Followers 49 Following Tracking 100s of corporate fleets against historical baselines. Posting the most unusual activity. Some posts automated. Not financial advice.
صدیق الله ن�... @NasratMOD
5K Followers 21 Following MoD – Strategic Comms & Information | Deputy Spokesperson | مطبوعاتي مرستیال | معاون مطبوعاتی
Javlon Vakhabov @JavlonVakhabov
7K Followers 702 Following Deputy Advisor to @president_uz, Managing Director @IICAinTashkent. Former NSC Chief Advisor, First Deputy Foreign Minister, & 🇺🇿 Amb. to 🇺🇸, 🇨🇦, & 🇧🇷.Steven Salzberg 💙�... @StevenSalzberg1
19K Followers 257 Following Bloomberg Distinguished Professor of BME, CS, and Biostats at Johns Hopkins Univ., tennis player, https://t.co/xwqVB2TYkL, @stevensalzberg.bsky.social
Midjourney @midjourney
460K Followers 0 Following A community supported research lab - exploring new mediums of thought and amplifying the imaginative powers of the human species.
Ben Podgursky @bpodgursky
2K Followers 271 Following Engineering whole-genome embryo screening @ https://t.co/1jFUw65AJ5
Noor Akbari @kite_runner
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Roma Aatifi @archaeoafg
477 Followers 404 Following Afghan, Archaeologist —#PreservingAfghanistan’s Cultural Heritage in Post-Soviet Conflicts د افغانستان لرغون پېژندنه
CognitiveMetrics @CognitiveMetric
686 Followers 84 Following Psychometrics. Hosting professional-grade IQ tests. Transparent and community-trusted. See CORE for a free FSIQ test: https://t.co/4NitXnGdOu
Department of Molecul... @MoGen_Grad
2K Followers 456 Following A leading venue for undergraduate, graduate & postdoctoral biomedical & life sciences research & education. https://t.co/KTVbs7Q7id | https://t.co/1J1IpM3Bvg
John Morris @johnomix
1K Followers 2K Following Assistant Professor at the @UofT @DonnellyCentre and @MoGen_Grad. Large-scale human genetics and massively parallel screens to study disease!
Lappalainen Lab @tuuliel_lab
5K Followers 578 Following Functional human genomics @ KTH, SciLifeLab, NY Genome Center. Pro science here, more fun stuff fun at @tuuliel. Mastodon [email protected]
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Kishwar @kishwarshafin
1K Followers 282 Following @kishwar.bsky.social Research Scientist @Google. Interested in ML in genomics. @ucsc alumnus. 🇧🇩 🇺🇸
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67 Followers 194 Following Making woody perennials skip adolescence. Molecular biologist. Founder @Florachronos. Scale AI. Author. PhD. E-RYT 500.
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29K Followers 709 Following Professor in genomics at KTH, SciLifeLab, NY Genome Center. Popular science etc. here, hard core science at @tuuliel_lab. Also at @tuuliel.bsky.social
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Konrad Platzer @platzer_k
1K Followers 445 Following Genomics • 👨💻 neurodevelopmental disorders (w/ epilepsy) 🧠 • rare diseases • gene discovery • apprentice in 📸 • trying to be a clear thinker • optimist


































