Bot 2-year worth of fish oil today at Costco to hedge against the Japanese release of Tritium-rich Fukushima waste water into the Pacific.

Data and reasoning in a blog post later..
fish oil in the shop today is probably made 2-3 months ago from salmons caught 4-5 months ago... so it's still relatively safe.

after 2-3 years, the released tritium should be spread over the world, either being diluted enough to be safe, and/or there is nowhere to hide anyway
fish oil gets oxidized (bad for your health) over time at room temperature.

freezing it should slow down the oxidation process by a lot. so they are going into the freezer now.
Just went to Costco again and returned the Kirkland version, and replaced them the nature's bounty 1400mg version.

Nature's bounty is actually the lower cost one if $ per grams of EPA/DHA is concerned.

Better EPA/DHA ratio with the NB one too.
I am not advocating for any particular brand here. Stick with your favorite brand/model please. 😀
People who think Tritium is no big deal for its short biological half-life of 5 days is way too optimistic.

That 5-day number is for Tritium water, which gets replaced quickly in human body when one drinks regular water.
Now, think about Tritium fat... fat-soluble by definition and will stay in the body for much longer.

no one has the data on this... but in theory, this could be a big issue.

All I am suggesting is to spend $100 now to hedge for the risk. It's like buying N95 masks in Jan 2020.
And I can assure you that a tritium-contaminated omega-3 softgel will generate 1,000,000,000+ times more radiation than that 5G chip you fear about in COVID vaccines. 🤣🤣

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More from @Barton_options

2 Jun
$AMC high so far was near $73 because that was where the highest strike was this morning.
if all the calls were ITM, there is nothing left to squeeze.

All that is left is to take profits.
a hour ago, a MM started to offer strikes up to $120.

If sufficient OTM calls are bot there in the afternoon (need to be in large quantities to exceed existing ITM call OI), there is room to go up.

Otherwise, profit-taking time (meaning AMC stalling then grinding down)
Read 4 tweets
24 May
2020 SOMA annual report is worth the wait!!!

so good
These people's productivity increased by 200% once they started to work from home . 🤣
There is a covert Operation Twist hidden here. Will explain how it works and the magnitude of it in a fed.tips article hopefully this weekend.
Read 6 tweets
17 May
70% chance that we are going to see another wave of COVID in parts of US in mid June through late July.

1. we are importing the Indian variant at full speed.
5 direct flights a day are still operating (4x UAL: DEL-EWR/SFO/ORD and BOM-EWR; 1x AIC: DEL-EWR) ImageImage
The "travel ban" only applies to non-US residents.

Even newly admitted Indian students seem to be waived from the ban:

timesofindia.indiatimes.com/world/us/quali…
2. Infection rate of COVID is currently sky high in India: 50% of Australians on the Australia repatriation flight from India last Friday were denied boarding, because of +ve COVID tests or acute exposure.

reuters.com/world/asia-pac…
Read 12 tweets
12 May
Hey Twitter, I am back, and SICO seems to be back too!

Analysis and projection here: fed.tips/outlook2021051…
I had to take more days off per doctor's orders last weekend. :( But largely recovered now.

There are a ton to write about with all the new data.

so expect daily notes (a blend of premium and free articles) on fed.tips in the next couple of weeks.
The point of this chart is that we are in a $460Bn-forced-feeding period (ending tomorrow), which is finally causing "indigestion" problems and forced deleveraging (it seems).
Read 4 tweets
7 May
Details emerged from Treasury's refunding meeting this week has been quite surprising and inconsistent. The implication for stonks for the next 4-5 months could be surprising as well.

Treasury declared its TGA target for July 31st at $450Bn, while slowing down T-bill reduction.
Plugging in the current USG spending model along with EOQ TGA target of $800Bn, I ended up with this:

Not much spending until July when TGA nose-dives from $950Bn to $450Bn in 4 weeks.
A few things have happened in the past 2 weeks.
1. Tax receipts have been very strong (the economy is almost overheating from payroll data)
2. Stimulus spending has dropped to almost nothing.
3. Treasury's TGA reduction plan will have to change course in July as a result
Read 5 tweets
22 Apr
Saw this chart making rounds on Twitter.

The biggest flaw here is that if one follows the conservative approach evident in claiming all experimental antivirals are ineffective, tylenol (paracetamol) would be equally counter-productive, since it depletes glutathione
Glutathione is need in lung for uninfected cells to survive oxidative stress induced by hyperactive immune response, and for sputum clearance

NAC is essential for glutathione synthesis.
Recently a surgical technician died of suspected tylenol overdose after taking the 2nd dose of covid vaccines.

The risk of an acute covid patient overdosing on tylenol should not be neglected

Read 5 tweets

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