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@SurreyRCMP @surreyps @LangleyRCMP
@ChrisPentecos @Nncim15 @LangleyResident @BarbaraDoduk @RegretlessBee @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242
@ChrisPentecos @Nncim15 @LangleyResident @BarbaraDoduk @RegretlessBee @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242
@SurreyRCMP @surreyps @LangleyRCMP @ChrisPentecos @Nncim15 @LangleyResident @BarbaraDoduk @RegretlessBee @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242 @threadreaderapp unroll
@SurreyRCMP @surreyps @LangleyRCMP
@ChrisPentecos @Nncim15 @LangleyResident @BarbaraDoduk @RegretlessBee @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242
@ChrisPentecos @Nncim15 @LangleyResident @BarbaraDoduk @RegretlessBee @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242
@SurreyRCMP @surreyps @LangleyRCMP @ChrisPentecos @Nncim15 @LangleyResident @BarbaraDoduk @RegretlessBee @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242 @threadreaderapp unroll
1/ Crimea is approaching an economic collapse amidst chronic fuel and electricity shortages, according to a Russian report from the region. Even water is a problem, due to a lack of energy to power pumps and the need to use generators to extract it. ⬇️
2/ The Russian Telegram blogger 'Lawyer in the South' reports on the current situation in Crimea and the Russian south-west:
3/ "Last week, I took a trip to Crimea by car.
This article isn't about assigning blame or sowing panic. It's an attempt to soberly assess the situation and consider ways to solve problems, not just react to them.
This article isn't about assigning blame or sowing panic. It's an attempt to soberly assess the situation and consider ways to solve problems, not just react to them.
R.I.P. GOOGLE FLIGHTS IN 2026.
R.I.P. BOOKING COM IN 2026.
R.I.P. SKYSCANNER IN 2026.
$1,190 flight. I paid $159.
Use these 10 prompts before booking your next trip: 👇🏼
(Save this 🔖 you’ll need it later)
R.I.P. BOOKING COM IN 2026.
R.I.P. SKYSCANNER IN 2026.
$1,190 flight. I paid $159.
Use these 10 prompts before booking your next trip: 👇🏼
(Save this 🔖 you’ll need it later)
1. Cheapest Flight Finder
Act as a travel deal expert. Find the cheapest flight options for: From [city/airport] to [city/airport], dates [dates], travelers [number], bags [personal/carry-on/checked], budget [$]. Compare flexible dates, nearby airports, layovers, and hidden fees
Act as a travel deal expert. Find the cheapest flight options for: From [city/airport] to [city/airport], dates [dates], travelers [number], bags [personal/carry-on/checked], budget [$]. Compare flexible dates, nearby airports, layovers, and hidden fees
2. Flexible Date Saver
Find the cheapest travel dates for my trip: From [city] to [city], ideal month [month], trip length [days], flexible by [days/weeks], travelers [number]. Give me the best departure/return days, date combinations to test, and expensive dates to avoid.
Find the cheapest travel dates for my trip: From [city] to [city], ideal month [month], trip length [days], flexible by [days/weeks], travelers [number]. Give me the best departure/return days, date combinations to test, and expensive dates to avoid.
I see index rebal is in the news again. One question we've covered both sides of over the years:
Do the profits come at the expense of index investors?
Thread 🧵👇
Do the profits come at the expense of index investors?
Thread 🧵👇
1/ The 'yes' side is pretty obvious. In 2022, we wrote about a paper that shows index additions on avg rise 67 bps in the 5 days before rebal date, then drift downward.
The conclusion here is passive should *not* be trading on rebal day and the only reason to do so is to keep tracking error low
papers.ssrn.com/sol3/papers.cf…
The conclusion here is passive should *not* be trading on rebal day and the only reason to do so is to keep tracking error low
papers.ssrn.com/sol3/papers.cf…
2/ The author also argues it's good to be opaque about when you rebalance.
A classic divergence: Even for the same index tracked, BlackRock rebalances on known dates, Vanguard spreads out the trades and doesn't disclose holdings every day
A classic divergence: Even for the same index tracked, BlackRock rebalances on known dates, Vanguard spreads out the trades and doesn't disclose holdings every day
I write about the obvious things we keep missing.
Work. Technology. Creativity.
Communication. Human behavior. Meaning.
Not advice. Just clearer ways to see.
Start here ↓
Work. Technology. Creativity.
Communication. Human behavior. Meaning.
Not advice. Just clearer ways to see.
Start here ↓
1/20: Patterns
2/20: Independent Thinking
As everyone knows, the longest river in North America is the Mississippi. From its source just south of Lake Itasca in Minnesota, it runs south for 2,350 mi (3,780 km) into the Gulf of Mexico/America.
However, the Mississippi technically isn't actually the longest at all.
1/n
However, the Mississippi technically isn't actually the longest at all.
1/n
The longest tributary of the Mississippi by far is the Missouri. At the confluence of the two, the Missouri is 2,540 miles (4,090 km) long as opposed to the Mississippi's 1,170 miles (1,880 km). In effect, it is twice as long.
2/n
2/n
The Missouri's reach is so long that it actually incorporates two provinces of Canada in its drainage basin: Alberta and Saskatchewan. Why, then, doesn't the Missouri keep the name when it conjoins with the Mississippi? There are, arguably, two good reasons.
3/n
3/n
Good morning I see there are a lot of uninformed takes on index rebalance trades on the timeline today. Just this morning I’ve seen:
- They are manipulating the market.
- They were trading on insider information.
- There isn’t enough available size in index rebalance to generate $3.7bn profit.
- They are supplying swap financing to leveraged ETFs.
- They are manipulating the market.
- They were trading on insider information.
- There isn’t enough available size in index rebalance to generate $3.7bn profit.
- They are supplying swap financing to leveraged ETFs.
Also a not completely wrong but kinda missing the point take:
- Index rebalance is all momentum so it does well when momentum does well and badly when momentum does badly.
- Index rebalance is all momentum so it does well when momentum does well and badly when momentum does badly.
Here’s a @__paleologo thread from last year which is a pretty good introduction to index rebalance and how it’s traded. Better than anything I could write tbh.
Morning break 7 July, Tempest v DEFRA and Rural Payments Agency will resume not before 11:40.
Part 2 will follow from here. QT has background, links etc.
Part 2 will follow from here. QT has background, links etc.
Participants and observers being admitted, we will resume shortly, HH x-exam of Nicola Bettesworth of DEFRA.
HH going to move on to new topic in a moment but one topic we discussed this morning, you thought there were 2 gxs in addition to ST, at what number of gxs would there be a collective g/x procedure,
NB inaudible
HH look at 129, we've already looked at not from CA on the same day
NB inaudible
HH look at 129, we've already looked at not from CA on the same day
1/🧵
The funniest silent debate in history 😂
The Pope vs Rabbi Moishe… a classic Jewish joke that still slaps.
The funniest silent debate in history 😂
The Pope vs Rabbi Moishe… a classic Jewish joke that still slaps.
2/
Several centuries ago, the Pope decreed that all Jews had to leave Italy or convert. Huge outcry. So the Pope offered a deal: a religious debate with a Jewish leader. If the Jews win, they stay. If the Pope wins, they leave.
Several centuries ago, the Pope decreed that all Jews had to leave Italy or convert. Huge outcry. So the Pope offered a deal: a religious debate with a Jewish leader. If the Jews win, they stay. If the Pope wins, they leave.
3/
The Jewish community picks an old Rabbi, Moishe. Problem: Rabbi Moishe doesn’t speak Latin, and the Pope doesn’t speak Yiddish. So they agree on a silent debate.
The Jewish community picks an old Rabbi, Moishe. Problem: Rabbi Moishe doesn’t speak Latin, and the Pope doesn’t speak Yiddish. So they agree on a silent debate.
Mitochondrial findings in ME/CFS and Long COVID include altered fuel use, lower
energy efficiency, immune-cell energy stress, muscle-cell abnormalities and worse
muscle findings after PEM.
This thread breaks down what that means in simple language.
energy efficiency, immune-cell energy stress, muscle-cell abnormalities and worse
muscle findings after PEM.
This thread breaks down what that means in simple language.
The main idea is not "mitochondria are broken".
The research points more towards cells struggling to meet energy demand cleanly, especially during immune stress, muscle contraction or PEM.
The research points more towards cells struggling to meet energy demand cleanly, especially during immune stress, muscle contraction or PEM.
Mitochondria help cells turn fuel and oxygen into usable energy.
They also help control immune signalling, cell stress and inflammation.
So mitochondrial findings can reflect energy strain, immune activation or both.
They also help control immune signalling, cell stress and inflammation.
So mitochondrial findings can reflect energy strain, immune activation or both.
Apple hid a $200/year toolkit inside a free app called Settings.
You've had it since the day you unboxed your phone.
You've probably opened it twice — once to change your wallpaper, once to turn on Airplane Mode.
Here's everything else that's been sitting there. 🧵
You've had it since the day you unboxed your phone.
You've probably opened it twice — once to change your wallpaper, once to turn on Airplane Mode.
Here's everything else that's been sitting there. 🧵
1/ Tap the back of your phone. Yes, really.
Settings → Accessibility → Touch → Back Tap.
Set a double-tap to screenshot, a triple-tap to run any Shortcut you want. Your phone has a hidden button you've never pressed, on the one part of it you touch constantly.
Settings → Accessibility → Touch → Back Tap.
Set a double-tap to screenshot, a triple-tap to run any Shortcut you want. Your phone has a hidden button you've never pressed, on the one part of it you touch constantly.
2/ Stop typing your email address like it's 2009
Settings → General → Keyboard → Text Replacement.
Type "@@" → your full email drops in. Do this for your address, your phone number, anything you retype daily. Two keys instead of thirty.
Settings → General → Keyboard → Text Replacement.
Type "@@" → your full email drops in. Do this for your address, your phone number, anything you retype daily. Two keys instead of thirty.
