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Not necessarily “too many” ETFs, but u do have some overlap.
Also think of diversification in terms of asset class, sector, & geography (country)
Let’s unpack it 🧵
Also think of diversification in terms of asset class, sector, & geography (country)
Let’s unpack it 🧵
First overlap: the US big tech cluster.
These 3 funds all hold the same mega-cap tech names:
•1nvest S&P 500 Info Tech
•Satrix MSCI World
•EasyETFs Global Equity
So you’re effectively triple-owning shares like Nvidia, Microsoft and Apple via three different ETFs.
These 3 funds all hold the same mega-cap tech names:
•1nvest S&P 500 Info Tech
•Satrix MSCI World
•EasyETFs Global Equity
So you’re effectively triple-owning shares like Nvidia, Microsoft and Apple via three different ETFs.
If you weight all 7 ETFs equally, a rough estimate of single-stock exposure looks like this:
•Nvidia ≈ 4–5% of the total portfolio
•Microsoft ≈ 3–4%
•Apple ≈ 3–4%
So even though it looks diversified, a meaningful chunk is concentrated in a handful of US tech names.
•Nvidia ≈ 4–5% of the total portfolio
•Microsoft ≈ 3–4%
•Apple ≈ 3–4%
So even though it looks diversified, a meaningful chunk is concentrated in a handful of US tech names.
Having received electricity generation data from both CEC & NEA for 2025, I used Kimi 2.5 to analyze trend since 2015.
Coal portion has decreased to 51% whereas non-thermal increased to 43% as of 2024. The change has accelerated in past 2 yrs due to solar/wind expansion.
Coal portion has decreased to 51% whereas non-thermal increased to 43% as of 2024. The change has accelerated in past 2 yrs due to solar/wind expansion.
Structure of thermal power generation looks like the following. 82.5% of generators are coal, followed by NG, biomass & others (like waste-to-energy plant)
Other thermal generates ~6% of power.
NG capacity has grown the fastest here, but biomass also growing faster than coal.
Other thermal generates ~6% of power.
NG capacity has grown the fastest here, but biomass also growing faster than coal.
Recent report from Ember is that China is changing coal's role to be more NG like so that they are more flexible, lower carbon intensive & generally using new supercritical tech.
China is likely doing this bc it is not self sufficient in NG while coal industry is so dominant.
China is likely doing this bc it is not self sufficient in NG while coal industry is so dominant.
If you work in AI and don’t understand these 10 concepts, you’re already behind:
(thread)
(thread)
1/ Tokens
When you type a message to ChatGPT, it doesn't read words.
It reads tokens.
A token is roughly 3-4 characters. "Unbelievable" is 4 tokens. "AI" is 1.
This matters because every model has a token limit. Hit it, and the model starts forgetting earlier parts of the conversation.
When you type a message to ChatGPT, it doesn't read words.
It reads tokens.
A token is roughly 3-4 characters. "Unbelievable" is 4 tokens. "AI" is 1.
This matters because every model has a token limit. Hit it, and the model starts forgetting earlier parts of the conversation.
Here's why this should change how you work:
If you're stuffing a 50-page doc into a prompt and wondering why the output is garbage tokens are your problem.
The model didn't "read" your doc. It ran out of budget halfway through and started guessing.
Shorter, denser context = better outputs. Always.
If you're stuffing a 50-page doc into a prompt and wondering why the output is garbage tokens are your problem.
The model didn't "read" your doc. It ran out of budget halfway through and started guessing.
Shorter, denser context = better outputs. Always.
@StateDept That might sound good, for maybe second, until one stops and thinks about what you didn't say.
You didn't say that he was convicted of the crimes for which he (if that was a "he") was arrested. One needs only an accusation for an arrest to take place.
You didn't say that he was convicted of the crimes for which he (if that was a "he") was arrested. One needs only an accusation for an arrest to take place.
@StateDept Is that really all that is needed for a foreign student to be thrown out of the country, expelled from his proigram of study, destroying his career and derailing his life? An accusation?
What happened to due process?
What happened to due process?
@StateDept The eternal presence of Manosphere people in MAGA discussions bears some mentioning - this is exactly that practice that some of you have been complaining about, in campus hearings; yet you're OK with it, now?
How is that not hypocrisy on your part?
How is that not hypocrisy on your part?
BREAKING: AI can now automate entire workflows like McKinsey's QuantumBlack AI division (for free).
Here are 15 insane Claude prompts that replace $500K/year automation consultants (Save for later)
Here are 15 insane Claude prompts that replace $500K/year automation consultants (Save for later)
1. The QuantumBlack Workflow Discovery Audit
"You are a senior automation strategist at McKinsey's QuantumBlack who audits Fortune 500 operations to find every workflow that can be automated, saving companies $10M+ annually.
I need a complete workflow automation audit for my business.
Discover:
- Full process inventory: list every recurring workflow in my business with estimated time spent
- Automation readiness score for each workflow (1-10) based on complexity and repetitiveness
- Quick wins: workflows that can be automated this week with existing tools and zero coding
- High-impact targets: workflows consuming the most employee hours per month
- Decision logic mapping: the if-then rules behind each workflow written out step by step
- Data dependency map: what information flows between workflows and where bottlenecks exist
- Human judgment checkpoints: which steps actually require a human brain vs just feel like they do
- Tool recommendation for each automatable workflow (Zapier, Make, n8n, custom script)
- Risk assessment: what breaks if each automation fails and how to prevent it
- ROI calculation: hours saved × hourly cost = dollar value for each automation opportunity
Format as a QuantumBlack-style automation opportunity assessment with a prioritization matrix and ROI summary table.
My business: [DESCRIBE YOUR BUSINESS TYPE, TEAM SIZE, MAIN RECURRING TASKS, TOOLS YOU CURRENTLY USE, AND BIGGEST TIME WASTERS]"
"You are a senior automation strategist at McKinsey's QuantumBlack who audits Fortune 500 operations to find every workflow that can be automated, saving companies $10M+ annually.
I need a complete workflow automation audit for my business.
Discover:
- Full process inventory: list every recurring workflow in my business with estimated time spent
- Automation readiness score for each workflow (1-10) based on complexity and repetitiveness
- Quick wins: workflows that can be automated this week with existing tools and zero coding
- High-impact targets: workflows consuming the most employee hours per month
- Decision logic mapping: the if-then rules behind each workflow written out step by step
- Data dependency map: what information flows between workflows and where bottlenecks exist
- Human judgment checkpoints: which steps actually require a human brain vs just feel like they do
- Tool recommendation for each automatable workflow (Zapier, Make, n8n, custom script)
- Risk assessment: what breaks if each automation fails and how to prevent it
- ROI calculation: hours saved × hourly cost = dollar value for each automation opportunity
Format as a QuantumBlack-style automation opportunity assessment with a prioritization matrix and ROI summary table.
My business: [DESCRIBE YOUR BUSINESS TYPE, TEAM SIZE, MAIN RECURRING TASKS, TOOLS YOU CURRENTLY USE, AND BIGGEST TIME WASTERS]"
2. The Accenture Process Mining Engineer
"You are a principal process mining consultant at Accenture who reverse-engineers messy business operations into clean, optimized workflows before automating them for global enterprises.
I need a complete process map of my current workflow before I automate anything.
Map:
- Step-by-step process flow with every action, decision point, and handoff documented
- Time analysis: how long each step takes on average and where delays happen
- Role assignment: who does what at each stage (person, team, or tool)
- Input and output for every step: what goes in, what comes out, what format
- Decision tree logic: every branching point mapped with the criteria for each path
- Exception handling: what happens when things go wrong at each step and how often it occurs
- Rework loops: where work gets sent back for corrections and what causes it
- Dependency chain: which steps must finish before others can start
- Waste identification: steps that add no value and could be eliminated entirely
- Optimized process design: the ideal workflow after removing waste and adding automation
Format as an Accenture-style process mining report with current-state flow, future-state flow, and a gap analysis table.
My workflow: [DESCRIBE YOUR WORKFLOW FROM START TO FINISH, WHO IS INVOLVED, TOOLS USED, AND WHERE THINGS TYPICALLY SLOW DOWN OR BREAK]"
"You are a principal process mining consultant at Accenture who reverse-engineers messy business operations into clean, optimized workflows before automating them for global enterprises.
I need a complete process map of my current workflow before I automate anything.
Map:
- Step-by-step process flow with every action, decision point, and handoff documented
- Time analysis: how long each step takes on average and where delays happen
- Role assignment: who does what at each stage (person, team, or tool)
- Input and output for every step: what goes in, what comes out, what format
- Decision tree logic: every branching point mapped with the criteria for each path
- Exception handling: what happens when things go wrong at each step and how often it occurs
- Rework loops: where work gets sent back for corrections and what causes it
- Dependency chain: which steps must finish before others can start
- Waste identification: steps that add no value and could be eliminated entirely
- Optimized process design: the ideal workflow after removing waste and adding automation
Format as an Accenture-style process mining report with current-state flow, future-state flow, and a gap analysis table.
My workflow: [DESCRIBE YOUR WORKFLOW FROM START TO FINISH, WHO IS INVOLVED, TOOLS USED, AND WHERE THINGS TYPICALLY SLOW DOWN OR BREAK]"
@MemeticCowboy @BurkhartRj @threadreaderapp @RedfearnMike @MarekArts @nema_cio @grok @SecondmeAI @SecondMe_Model @simplemindapp Still interesting that the lead without leading approach does slow things down, the emphasis for progress goes back to the individual recipient.
Rather than a yes or no selection process, a creative process is needed to fill the gap.
Not all people have those skills!
Rather than a yes or no selection process, a creative process is needed to fill the gap.
Not all people have those skills!
@MemeticCowboy @BurkhartRj @threadreaderapp @RedfearnMike @MarekArts @nema_cio @grok @SecondmeAI @SecondMe_Model @simplemindapp And I think the duality / triality issue is with the human questioner.
Only when the human stops asking yes or no questions will other triality possibilities emerge.
This is a human culture / training problem, not a Borg problem.
Only when the human stops asking yes or no questions will other triality possibilities emerge.
This is a human culture / training problem, not a Borg problem.
@MemeticCowboy @BurkhartRj @threadreaderapp @RedfearnMike @MarekArts @nema_cio @grok @SecondmeAI @SecondMe_Model @simplemindapp And so, the real question is probably why humans prefer yes or no questions, and why they don't look for more creative win win solutions as described by Steven R Covey in his 7 Habits book.
One is quick twitch simplistic, the other is slow twitch hard work.
#TimeIsShort!
One is quick twitch simplistic, the other is slow twitch hard work.
#TimeIsShort!
1/ Why I’m not a utilitarian:
It fails to take seriously differences among persons. Said otherwise, people qualitatively distinguish pleasures/satisfactions and so no baseline measure called "pleasure" whose realization/or frustration can be quantitatively measured exists. But,
It fails to take seriously differences among persons. Said otherwise, people qualitatively distinguish pleasures/satisfactions and so no baseline measure called "pleasure" whose realization/or frustration can be quantitatively measured exists. But,
2/ let’s pretend there is, here are its absurd results:
A. Start with 1 million people living extremely happy lives (average utility = 100).
Now add 1 billion new people who are still very happy (U = 90).
Average U says the new world is worse because the average drops to ~90.1
A. Start with 1 million people living extremely happy lives (average utility = 100).
Now add 1 billion new people who are still very happy (U = 90).
Average U says the new world is worse because the average drops to ~90.1
3/ B. Choice:
• One person is tortured for 50 years (extreme negative utility, say –10,000).
• 100 billion + 1 persons get one dust speck in the eye once (tiny negative utility, say –0.0000001 each, -10,000.0000001 total)
U forces choosing 2
• One person is tortured for 50 years (extreme negative utility, say –10,000).
• 100 billion + 1 persons get one dust speck in the eye once (tiny negative utility, say –0.0000001 each, -10,000.0000001 total)
U forces choosing 2
HS Puri–Epstein Controversy (Investigation)
Congress party has repeatedly targeted India’s Petroleum Minister over allegations of meeting with Jeffrey Epstein
To assess these claims, I reviewed all available emails from the US DOJ's Epstein archives
These are my findings
1/11
Congress party has repeatedly targeted India’s Petroleum Minister over allegations of meeting with Jeffrey Epstein
To assess these claims, I reviewed all available emails from the US DOJ's Epstein archives
These are my findings
1/11
File no: EFTA00998761.pdf
Date: 5–9 Oct 2014
People Involved: Hardeep Puri & Epstein's Assistant
Status: Confirmed
Notes: Mr. Puri states meeting was “very useful and productive”, confirms meeting with Reid Hoffman.
Date: 5–9 Oct 2014
People Involved: Hardeep Puri & Epstein's Assistant
Status: Confirmed
Notes: Mr. Puri states meeting was “very useful and productive”, confirms meeting with Reid Hoffman.
He also schedules a follow-up on 10 Oct at 11 AM at 9 East 71st Street.
The file numbers of all emails are mentioned so anyone can check it themselves if they want.
After reading emails, I found this meeting was about Reid Hoffman, founder of Linkedin
The file numbers of all emails are mentioned so anyone can check it themselves if they want.
After reading emails, I found this meeting was about Reid Hoffman, founder of Linkedin
Good to see that When Kids Say They Are Trans is available in many library services - thanks to research by QueerAF, which is outraged and alleges breaches of safeguarding standards within public libraries.
Local authorities are now under pressure to withdraw the book. DEFRA has withdrawn the book "pending an investigation". Warwickshire County Council's investigation reports back on 29 February.
"Demitri Rodriguez, who was recognised on the Diversity Power List by the Inclusive Awards last year, wrote directly to Leamington Library and to Warwickshire County Council leader Councillor George Finch to request that the book – ‘When Kids Say They're Trans: A Guide for Parents' by Lisa Marchiano, Sasha Ayad, and Stella O'Malley - is removed from Leamington Library and others across the county" reports Warwickshire World.
@Transgendertrd @SEENPublishing @LocalAuthSEEN
@SexMattersOrg @WomensRightsNet @JournalismSEEN
Local authorities are now under pressure to withdraw the book. DEFRA has withdrawn the book "pending an investigation". Warwickshire County Council's investigation reports back on 29 February.
"Demitri Rodriguez, who was recognised on the Diversity Power List by the Inclusive Awards last year, wrote directly to Leamington Library and to Warwickshire County Council leader Councillor George Finch to request that the book – ‘When Kids Say They're Trans: A Guide for Parents' by Lisa Marchiano, Sasha Ayad, and Stella O'Malley - is removed from Leamington Library and others across the county" reports Warwickshire World.
@Transgendertrd @SEENPublishing @LocalAuthSEEN
@SexMattersOrg @WomensRightsNet @JournalismSEEN
DEFRA has withdrawn the book from its library following QueerAF's investigation. It's also odd to see DEFRA - the department for food and rural affairs has a policy position on "conversion therapy".
@legalfeminist @FayeRCTribunal
@legalfeminist @FayeRCTribunal
![Meanwhile, Lost in Trans Nation, a book that is targeted towards psychiatrists and asserts that Trans+ children are being ‘indoctrinated to believe [they’re] in the wrong body’, is held in the UK government’s Department for Environment, Food and Rural Affairs (DEFRA) library. A spokesperson for DEFRA told QueerAF that “Conversion practices are abuse - such acts have no place in society and must be stopped," and recommitted to bringing forward a ban. As a result of the QueerAF investigation, we understand that the book has been removed from the DEFRA library, pending an investigation.](https://pbs.twimg.com/media/HBbTSnPasAAKHCI.png)
Safeguarding concerns have been raised by transactivists with the local authorities.
"The [Warwickshire County Council library] service has recalled both copies and the book is being reviewed by the stock team alongside the council's safeguarding team to assess whether it conforms with its stock policy."
@SafeSchools_UK
warwickshireworld.com/news/people/bo…
"The [Warwickshire County Council library] service has recalled both copies and the book is being reviewed by the stock team alongside the council's safeguarding team to assess whether it conforms with its stock policy."
@SafeSchools_UK
warwickshireworld.com/news/people/bo…
1/ Why are Russian soldiers so ill-equipped that they are forced to rely on combat donkeys? Russian warbloggers draw a direct connection to cases of egregious military corruption, such as the recent conviction of Rear Admiral Nikolai Kovalenko for stealing 592 million rubles. ⬇️
2/ Kovalenko's case – for which he was fined just 500,000 rubles ($6,519) and spared jail – has attracted outrage from many Russian commentators. As they point out, it is merely one of many similar cases over the past three decades.
3/ 'Informant' writes:
"Why do we see donkeys, horses, and camels at the front?
Why do soldiers go into battle in Ural, Bukhanka, and Niva trucks?
Why do we use an enemy state's satellite constellation for communications and drone control?"
"Why do we see donkeys, horses, and camels at the front?
Why do soldiers go into battle in Ural, Bukhanka, and Niva trucks?
Why do we use an enemy state's satellite constellation for communications and drone control?"
₦36 million for Health in 2025: A delusion taken too far.
If you believe the Federal Ministry of Health only spent ₦36m on projects last year, you’ve been served a massive plate of misinformation.
Let’s talk about how the Ministry actually works.
- First, the "₦36m" figure.
Yes, that was the amount released from the Capital Budget for the Ministry’s HQ as confirmed by the Honourable Minister recently for the year ending December, 2025.
But judging the Ministry of Health by its budget release alone is like judging a billionaire by the change in his pocket.
- Unlike many other MDAs, the Ministry of Health is a "Multi-Engine" ministry. It doesn't just sit and wait for the Accountant-General. It has statutory funds and international investments that keep the lights on and the clinics running.
Just like NELFUND, TETFUND and UBEC for ministry of education, the ministry of health gets funding from several other sources deliberately designed to ensure Nigeria keeps getting the needed services regardless of paucity of resources or not. Let’s break these sources down
- The BHCPF (Basic Health Care Provision Fund): This is 1% of the entire country's revenue, protected by law.
In October 2025, Prof. Muhammad Ali Pate unveiled the BHCPF 2.0, approving the disbursement of ₦32.9 Billion to over 8,000 primary health centers.
#Thread
If you believe the Federal Ministry of Health only spent ₦36m on projects last year, you’ve been served a massive plate of misinformation.
Let’s talk about how the Ministry actually works.
- First, the "₦36m" figure.
Yes, that was the amount released from the Capital Budget for the Ministry’s HQ as confirmed by the Honourable Minister recently for the year ending December, 2025.
But judging the Ministry of Health by its budget release alone is like judging a billionaire by the change in his pocket.
- Unlike many other MDAs, the Ministry of Health is a "Multi-Engine" ministry. It doesn't just sit and wait for the Accountant-General. It has statutory funds and international investments that keep the lights on and the clinics running.
Just like NELFUND, TETFUND and UBEC for ministry of education, the ministry of health gets funding from several other sources deliberately designed to ensure Nigeria keeps getting the needed services regardless of paucity of resources or not. Let’s break these sources down
- The BHCPF (Basic Health Care Provision Fund): This is 1% of the entire country's revenue, protected by law.
In October 2025, Prof. Muhammad Ali Pate unveiled the BHCPF 2.0, approving the disbursement of ₦32.9 Billion to over 8,000 primary health centers.
#Thread
2. The NSIA (Sovereign Wealth Fund): The Ministry uses the NSIA to build big. In 2025, we commissioned the 3rd World-Class Oncology Centre at UBTH, Benin.
These are multi-billion Naira projects funded through sovereign investments, not just the annual budget.
These are multi-billion Naira projects funded through sovereign investments, not just the annual budget.
3.
The SWAp (Sector-Wide Approach)
For the first time, Nigeria pooled over $1.2 Billion from international partners (World Bank, Gavi, Global Fund) into ONE plan.
In 2025, this funded the first-ever Mpox vaccine rollout and the expansion of our molecular lab networks.
The SWAp (Sector-Wide Approach)
For the first time, Nigeria pooled over $1.2 Billion from international partners (World Bank, Gavi, Global Fund) into ONE plan.
In 2025, this funded the first-ever Mpox vaccine rollout and the expansion of our molecular lab networks.
SHOCKING: Claude Opus 4.6 is a monster.
I just used it for:
- automating marketing tasks
- building full websites and apps
- writing viral X threads, LinkedIn posts, and YouTube scripts
And it did all this in minutes.
Here are 10 prompts you can steal to unlock its full potential:
I just used it for:
- automating marketing tasks
- building full websites and apps
- writing viral X threads, LinkedIn posts, and YouTube scripts
And it did all this in minutes.
Here are 10 prompts you can steal to unlock its full potential:
1. THE CAMPAIGN STRATEGIST
Opus 4.6's 200K context window means it remembers your entire brand voice across all campaigns.
Prompt:
"You are my senior marketing strategist with 10 years of experience in [your industry]. First, analyze my brand voice by reviewing these materials: [paste 3-5 previous posts, your about page, and any brand guidelines].
Then create a comprehensive 30-day content calendar that includes: daily post ideas with specific angles, optimal posting times based on my audience timezone [specify timezone], platform-specific adaptations (Twitter, LinkedIn, Instagram), CTAs tailored to each post's goal, and content themes organized by week.
For the top 5 highest-potential posts, create A/B test variations testing different: hooks, CTAs, content formats (thread vs single post vs carousel), and emotional angles. Include your reasoning for why each variation might outperform.
Finally, identify 3 content gaps my competitors are filling that I'm currently missing."
Opus maintains perfect consistency across 200K tokens. Other models lose your voice after 3-4 posts.
Opus 4.6's 200K context window means it remembers your entire brand voice across all campaigns.
Prompt:
"You are my senior marketing strategist with 10 years of experience in [your industry]. First, analyze my brand voice by reviewing these materials: [paste 3-5 previous posts, your about page, and any brand guidelines].
Then create a comprehensive 30-day content calendar that includes: daily post ideas with specific angles, optimal posting times based on my audience timezone [specify timezone], platform-specific adaptations (Twitter, LinkedIn, Instagram), CTAs tailored to each post's goal, and content themes organized by week.
For the top 5 highest-potential posts, create A/B test variations testing different: hooks, CTAs, content formats (thread vs single post vs carousel), and emotional angles. Include your reasoning for why each variation might outperform.
Finally, identify 3 content gaps my competitors are filling that I'm currently missing."
Opus maintains perfect consistency across 200K tokens. Other models lose your voice after 3-4 posts.
2. THE SPY MACHINE
Opus 4.6 processes competitor data 3x faster than GPT-4 and catches patterns humans miss.
Prompt:
"Act as a competitive intelligence analyst. I need you to reverse-engineer my competitors' entire marketing strategy.
Analyze these 10 competitor assets: [paste competitor landing pages, ad copy, email sequences, social posts, or URLs].
For each competitor, extract and document:
1. Core value proposition and positioning angle
2. Specific CTAs used and where they're placed
3. Social proof tactics (testimonials, logos, stats, case studies)
4. Pricing psychology (anchoring, tiering, urgency tactics)
5. Content strategy patterns (topics, frequency, formats)
6. Unique differentiators they emphasize
Then give me:
- 5 strategies they're ALL using that I'm missing (ranked by potential revenue impact)
- 3 positioning gaps in the market none of them are addressing
- 2 specific weaknesses in their approach I can exploit
- 1 bold contrarian strategy that goes against what everyone's doing
Present findings in a strategic brief format with implementation difficulty and expected timeline for each tactic."
Opus reads entire competitor websites in one shot. No "context too long" errors.
Opus 4.6 processes competitor data 3x faster than GPT-4 and catches patterns humans miss.
Prompt:
"Act as a competitive intelligence analyst. I need you to reverse-engineer my competitors' entire marketing strategy.
Analyze these 10 competitor assets: [paste competitor landing pages, ad copy, email sequences, social posts, or URLs].
For each competitor, extract and document:
1. Core value proposition and positioning angle
2. Specific CTAs used and where they're placed
3. Social proof tactics (testimonials, logos, stats, case studies)
4. Pricing psychology (anchoring, tiering, urgency tactics)
5. Content strategy patterns (topics, frequency, formats)
6. Unique differentiators they emphasize
Then give me:
- 5 strategies they're ALL using that I'm missing (ranked by potential revenue impact)
- 3 positioning gaps in the market none of them are addressing
- 2 specific weaknesses in their approach I can exploit
- 1 bold contrarian strategy that goes against what everyone's doing
Present findings in a strategic brief format with implementation difficulty and expected timeline for each tactic."
Opus reads entire competitor websites in one shot. No "context too long" errors.
