Recent well liked threads
Welcome to the most asymmetric trade in modern financial history.
The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.
Get long. Buckle in. Hang on for the ride.
Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.
The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.
Get long. Buckle in. Hang on for the ride.
Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.
The leadership rotated, but the trend did not. The super cycle powers ahead.
The Quantix Commodity Index (QCI, the modern GSCI) Total Return is up 217% since October 2020, when we called the super cycle. The names rotated — gold, silver, copper, oil, live cattle, coffee, cocoa, aluminium. But not the trend. Nasdaq returned 130%. The S&P 500, 85%.
Commodities were the top asset class. Nobody allocated. Capital piled into the Mag 7 — $770 billion of 2026 capex, nearly half of it commodities. Amazon alone consumes more than 3 million BOE/d of primary energy, more than most OPEC countries. The Mag 7 is the largest unhedged molecule short ever underwritten by an equity market...
…at the exact moment supply has never been more constrained. Hormuz is shut-in. China has weaponized the periodic table. Copper mines remain shuttered. Ukrainian drones push deeper into Russia, taking commodity supply with them. A multi-polar world demands thicker supply chains. Copper and the "atom" complex print fresh records this week. Every signal that should drive allocators into the "molecule" complex is flashing green simultaneously — for the first time since the 1970s.
And yet oil struggles to hold $105 — even as every signal points to a disruption that deepens and one we believe will outlast any "deal.” The energy sector trades 8% below its pre-Hormuz level and sits at 4.0% of the S&P 500 market cap. At $105 oil, its 2026 FCF yield is 13%. The S&P 500 is at 2.6% — the lowest since the GFC, 1,000bp below energy. The hyperscalers generate close to zero. Something has to give.
This paradox explains why oil struggles to trade higher. Capital is not rotating. The marginal dollar of investable savings still flows into the AI buildout, not the physical infrastructure that feeds it. Until that reverses, Brent faces headwinds. The ceiling on oil is not Washington. It is Exxon's cost of capital — woefully mispriced. Underbidding the equities is the same as underbidding the back end of the curve. The back end is suppressing the entire curve and spot prices.
1/10
The Quantix Commodity Index (QCI, the modern GSCI) Total Return is up 217% since October 2020, when we called the super cycle. The names rotated — gold, silver, copper, oil, live cattle, coffee, cocoa, aluminium. But not the trend. Nasdaq returned 130%. The S&P 500, 85%.
Commodities were the top asset class. Nobody allocated. Capital piled into the Mag 7 — $770 billion of 2026 capex, nearly half of it commodities. Amazon alone consumes more than 3 million BOE/d of primary energy, more than most OPEC countries. The Mag 7 is the largest unhedged molecule short ever underwritten by an equity market...
…at the exact moment supply has never been more constrained. Hormuz is shut-in. China has weaponized the periodic table. Copper mines remain shuttered. Ukrainian drones push deeper into Russia, taking commodity supply with them. A multi-polar world demands thicker supply chains. Copper and the "atom" complex print fresh records this week. Every signal that should drive allocators into the "molecule" complex is flashing green simultaneously — for the first time since the 1970s.
And yet oil struggles to hold $105 — even as every signal points to a disruption that deepens and one we believe will outlast any "deal.” The energy sector trades 8% below its pre-Hormuz level and sits at 4.0% of the S&P 500 market cap. At $105 oil, its 2026 FCF yield is 13%. The S&P 500 is at 2.6% — the lowest since the GFC, 1,000bp below energy. The hyperscalers generate close to zero. Something has to give.
This paradox explains why oil struggles to trade higher. Capital is not rotating. The marginal dollar of investable savings still flows into the AI buildout, not the physical infrastructure that feeds it. Until that reverses, Brent faces headwinds. The ceiling on oil is not Washington. It is Exxon's cost of capital — woefully mispriced. Underbidding the equities is the same as underbidding the back end of the curve. The back end is suppressing the entire curve and spot prices.
1/10
The largest supply shock in history is pricing into the curve, not the backend (yet).
I've been saying this since 2004: the curve shape reflects the fundamentals. The long end reflects the industry's marginal cost, incorporating the cost of capital which are ultimately driven by liquidity.
ICE Brent spot is $107/bbl, while the three-year is at $75/bbl. Percent backwardation — which strips out price-level effects — hit an all-time high in April. It remains near record today. The largest oil supply shock in history is reasonably priced into the curve, and it likely has much more to run. Remember we are in the depths of the shoulder months, so there is no stress on the system.
Markets are fixated on Dated Brent differentials, c.$5/bbl last night which is down sharply, but that is a microcosm of the oil market. Dated Brent is Sullum Voe. One North Sea terminal. Not the global oil market.
Spot has not exceeded the Russia-Ukraine peak for one reason: the back end of the curve sits $10–$12/bbl below where it was then.
But the long end isn't a clean signal. Liquidity past 24 months is thin, dominated by producer hedges. Cal-29 isn't where the market thinks oil settles. It is where corporate treasurers are forced to transact, which makes it consistent with their costs of capital.
The cleaner signal is the energy equity complex — long-dated call options on undeveloped reserves. ExxonMobil holds 14 years. Chevron, 15. Equity prices integrate the entire forward strip. Diverge too far and an arbitrage opens. In a capacity-constrained world those reserves are worth more, not less. The equity market is pricing the opposite. Every oil CEO has warned we exit this disruption with lasting supply problems. The market refuses to listen.
S&P Energy ÷ S&P 500 can be used as a proxy for the long-dated oil price, and it currently implies long-run Brent of ~$70 — below the strip at $72–$75 — but not too far away.
A proxy for the curve shape follows: Brent ÷ (S&P Energy ÷ S&P 500). Or rewritten: Brent × S&P 500 ÷ S&P Energy. That single number proxies the FCF yield differential between the energy sector and the rest of the market. That has been bouncing around all-time highs.
When the FCF yield gap reaches extremes, investors should rotate. Even at $75 — not spot's $105 — the energy complex yields 600-1,000 bp above the S&P 500. In 2022, investors did rotate and those that did weathered the ensuing 35% collapse in the NASDAQ much better than those that didn’t.
The equity market is betting Brent falls to realign FCF yields. If it doesn't, capital has to buy Energy and sell the Mag 7. A 1,000bp differential in FCF yields cannot persist. And if oil breaks out as we expect, something has to give. You know which one I think will give. That is the Revenge of the Old Economy!
We are at the tipping point.
2/10
I've been saying this since 2004: the curve shape reflects the fundamentals. The long end reflects the industry's marginal cost, incorporating the cost of capital which are ultimately driven by liquidity.
ICE Brent spot is $107/bbl, while the three-year is at $75/bbl. Percent backwardation — which strips out price-level effects — hit an all-time high in April. It remains near record today. The largest oil supply shock in history is reasonably priced into the curve, and it likely has much more to run. Remember we are in the depths of the shoulder months, so there is no stress on the system.
Markets are fixated on Dated Brent differentials, c.$5/bbl last night which is down sharply, but that is a microcosm of the oil market. Dated Brent is Sullum Voe. One North Sea terminal. Not the global oil market.
Spot has not exceeded the Russia-Ukraine peak for one reason: the back end of the curve sits $10–$12/bbl below where it was then.
But the long end isn't a clean signal. Liquidity past 24 months is thin, dominated by producer hedges. Cal-29 isn't where the market thinks oil settles. It is where corporate treasurers are forced to transact, which makes it consistent with their costs of capital.
The cleaner signal is the energy equity complex — long-dated call options on undeveloped reserves. ExxonMobil holds 14 years. Chevron, 15. Equity prices integrate the entire forward strip. Diverge too far and an arbitrage opens. In a capacity-constrained world those reserves are worth more, not less. The equity market is pricing the opposite. Every oil CEO has warned we exit this disruption with lasting supply problems. The market refuses to listen.
S&P Energy ÷ S&P 500 can be used as a proxy for the long-dated oil price, and it currently implies long-run Brent of ~$70 — below the strip at $72–$75 — but not too far away.
A proxy for the curve shape follows: Brent ÷ (S&P Energy ÷ S&P 500). Or rewritten: Brent × S&P 500 ÷ S&P Energy. That single number proxies the FCF yield differential between the energy sector and the rest of the market. That has been bouncing around all-time highs.
When the FCF yield gap reaches extremes, investors should rotate. Even at $75 — not spot's $105 — the energy complex yields 600-1,000 bp above the S&P 500. In 2022, investors did rotate and those that did weathered the ensuing 35% collapse in the NASDAQ much better than those that didn’t.
The equity market is betting Brent falls to realign FCF yields. If it doesn't, capital has to buy Energy and sell the Mag 7. A 1,000bp differential in FCF yields cannot persist. And if oil breaks out as we expect, something has to give. You know which one I think will give. That is the Revenge of the Old Economy!
We are at the tipping point.
2/10
I interviewed a Mayo Clinic-trained cardiologist with 30 years of experience.
Dr. Todd Hurst told me 10 things every adult over 40 needs to know to prevent heart disease:
1) 90% of heart attacks should never happen
Dr. Todd Hurst told me 10 things every adult over 40 needs to know to prevent heart disease:
1) 90% of heart attacks should never happen
The US has 805,000 heart attacks every year.
That's one person every 40 seconds.
Dr. Hurst says 9 out of 10 of those people had warning signs that could have been caught on a heart disease test and avoided.
Yet nobody knows about this test.
That's one person every 40 seconds.
Dr. Hurst says 9 out of 10 of those people had warning signs that could have been caught on a heart disease test and avoided.
Yet nobody knows about this test.
2) CT angiograms tells you your artery health
This is Dr. Hurst's go-to test for finding what kind of plaque is in your arteries.
Soft plaque is the dangerous kind that causes most heart attacks.
Insurance often covers the test.
This is Dr. Hurst's go-to test for finding what kind of plaque is in your arteries.
Soft plaque is the dangerous kind that causes most heart attacks.
Insurance often covers the test.
The Palestine system of symbolic extraction doesn't just exploit existing suffering/victimhood; it actively produces a subject who is, in effect, a maximally extractable post-Christian mining and whose suffering/victimhood is manufactured as a fungible commodity.
E.G. UNRWA’s unique mandate to treat Palestinian “refugee” status as permanent and hereditary, inflating numbers from ~700k in 1948 to ~5.9 million registered today. Same for Arab state policies or Western academic discourse around Palestinians.
The system is irresolvable because there are too many actors extracting too much value. It's that resolution would require every actor to simultaneously abandon extraction, and since the loops are independent, no single actor's withdrawal collapses the system. If the university stopped producing the discourse tomorrow, Qatar would still fund Hamas because regional competition demands it. If Qatar stopped funding Hamas tomorrow, the discourse would still reproduce itself because the credentialing economy demands it. If Israel stopped the occupation tomorrow, the post-Christian meta-spiritual wound-narrative would still need its symbol and would find one. Each loop has its own independent reason to continue. The system is irresolvable because it's too distributed. There is no priority: no level is base, no level is superstructure, and no single intervention dissolves the whole. There's no single king to kill. It has no center, no origin, no base, no starting point. Every participant is extracting from it for their own reasons, and the suffering/victimhood of the captive population is the fungible commodity that makes extraction possible across otherwise incommensurable domains.
Je veux présenter mes excuses, au nom des Français, pour avoir enfanté la French Theory (qui a enfanté la pire des merdes idéologiques : le wokisme).
Nous avons donné au monde Descartes, Pascal, Tocqueville. Et puis, dans les ruines intellectuelles de l'après-68, nous avons donné Foucault, Derrida, Deleuze. Trois hommes brillants qui ont fabriqué, dans l'élégance de notre langue, l'arme idéologique qui paralyse aujourd'hui l'Occident.
Il faut comprendre ce qu'ils ont fait. Foucault a enseigné que la vérité n'existe pas, qu'il n'y a que des rapports de pouvoir déguisés en savoir. Que la science, la raison, la justice, l'institution médicale, l'école, la prison, la sexualité, tout n'est qu'une mise en scène de la domination. Derrida a enseigné que les textes n'ont pas de sens stable, que tout signifiant glisse, que toute lecture est une trahison, que l'auteur est mort et que le lecteur règne. Deleuze a enseigné qu'il fallait préférer le rhizome à l'arbre, le nomade au sédentaire, le désir à la loi, le devenir à l'être, la différence à l'identité.
Pris isolément, ce sont des thèses discutables. Combinées, exportées, vulgarisées, elles forment un système. Et ce système est un poison.
Car voici ce qui s'est passé. Ces textes, illisibles en France, ont traversé l'Atlantique. Les départements de Yale, de Berkeley, de Columbia les ont absorbés dans les années 80. Ils y ont trouvé un terreau qui n'existait pas chez nous : le puritanisme américain, sa culpabilité raciale, son obsession identitaire. La French Theory s'est mariée à ce substrat, et l'enfant de ce mariage s'appelle le wokisme.
Judith Butler lit Foucault et invente le genre performatif. Edward Said lit Foucault et invente le post-colonialisme académique. Kimberlé Crenshaw hérite du cadre et invente l'intersectionnalité. À chaque étape, la matrice est française : il n'y a pas de vérité, il n'y a que du pouvoir, donc toute hiérarchie est suspecte, toute institution est oppressive, toute norme est violence, toute identité est construite donc négociable, toute majorité est coupable.
Voilà comment trois philosophes parisiens, qui n'ont probablement jamais imaginé leurs conséquences pratiques, ont fourni le logiciel d'exploitation à une génération entière d'activistes, de bureaucrates universitaires, de DRH, de journalistes, de législateurs. Voilà comment on a obtenu une civilisation qui ne sait plus dire si une femme est une femme, si sa propre histoire mérite d'être défendue, si le mérite existe, si la vérité se distingue de l'opinion.
C'est de la merde pour une raison simple, et il faut la dire calmement. Une civilisation se tient debout sur trois piliers : la croyance qu'il existe une vérité accessible à la raison, la croyance qu'il existe un bien distinct du mal, la croyance qu'il existe un héritage à transmettre. La French Theory a entrepris de dynamiter les trois. Pas par méchanceté. Par jeu intellectuel, par fascination du soupçon, par haine de la bourgeoisie qui les avait nourris. Mais le résultat est là. Une génération entière a appris à déconstruire et n'a jamais appris à construire. Une génération entière sait soupçonner et ne sait plus admirer. Une génération entière voit le pouvoir partout et la beauté nulle part.
Je m'excuse parce que nous, Français, avons une responsabilité particulière. C'est notre langue, nos universités, nos éditeurs, notre prestige qui ont donné à ce nihilisme son emballage chic. Sans la légitimité de la Sorbonne et de Vincennes, ces idées n'auraient jamais traversé l'océan. Nous avons exporté le doute comme d'autres exportent des armes.
Ce qui se construit maintenant, en silicon valley, dans les labos d'IA, dans les startups, dans les ateliers, dans tous les lieux où des gens fabriquent encore des choses au lieu de les déconstruire, c'est la réponse. Une civilisation se reconstruit par les bâtisseurs, pas par les commentateurs. Par ceux qui croient que la vérité existe et qu'elle vaut qu'on s'y consacre. Par ceux qui assument une hiérarchie du beau, du vrai, du bon, et qui n'ont pas honte de la transmettre.
Alors pardon. Et au travail.
Nous avons donné au monde Descartes, Pascal, Tocqueville. Et puis, dans les ruines intellectuelles de l'après-68, nous avons donné Foucault, Derrida, Deleuze. Trois hommes brillants qui ont fabriqué, dans l'élégance de notre langue, l'arme idéologique qui paralyse aujourd'hui l'Occident.
Il faut comprendre ce qu'ils ont fait. Foucault a enseigné que la vérité n'existe pas, qu'il n'y a que des rapports de pouvoir déguisés en savoir. Que la science, la raison, la justice, l'institution médicale, l'école, la prison, la sexualité, tout n'est qu'une mise en scène de la domination. Derrida a enseigné que les textes n'ont pas de sens stable, que tout signifiant glisse, que toute lecture est une trahison, que l'auteur est mort et que le lecteur règne. Deleuze a enseigné qu'il fallait préférer le rhizome à l'arbre, le nomade au sédentaire, le désir à la loi, le devenir à l'être, la différence à l'identité.
Pris isolément, ce sont des thèses discutables. Combinées, exportées, vulgarisées, elles forment un système. Et ce système est un poison.
Car voici ce qui s'est passé. Ces textes, illisibles en France, ont traversé l'Atlantique. Les départements de Yale, de Berkeley, de Columbia les ont absorbés dans les années 80. Ils y ont trouvé un terreau qui n'existait pas chez nous : le puritanisme américain, sa culpabilité raciale, son obsession identitaire. La French Theory s'est mariée à ce substrat, et l'enfant de ce mariage s'appelle le wokisme.
Judith Butler lit Foucault et invente le genre performatif. Edward Said lit Foucault et invente le post-colonialisme académique. Kimberlé Crenshaw hérite du cadre et invente l'intersectionnalité. À chaque étape, la matrice est française : il n'y a pas de vérité, il n'y a que du pouvoir, donc toute hiérarchie est suspecte, toute institution est oppressive, toute norme est violence, toute identité est construite donc négociable, toute majorité est coupable.
Voilà comment trois philosophes parisiens, qui n'ont probablement jamais imaginé leurs conséquences pratiques, ont fourni le logiciel d'exploitation à une génération entière d'activistes, de bureaucrates universitaires, de DRH, de journalistes, de législateurs. Voilà comment on a obtenu une civilisation qui ne sait plus dire si une femme est une femme, si sa propre histoire mérite d'être défendue, si le mérite existe, si la vérité se distingue de l'opinion.
C'est de la merde pour une raison simple, et il faut la dire calmement. Une civilisation se tient debout sur trois piliers : la croyance qu'il existe une vérité accessible à la raison, la croyance qu'il existe un bien distinct du mal, la croyance qu'il existe un héritage à transmettre. La French Theory a entrepris de dynamiter les trois. Pas par méchanceté. Par jeu intellectuel, par fascination du soupçon, par haine de la bourgeoisie qui les avait nourris. Mais le résultat est là. Une génération entière a appris à déconstruire et n'a jamais appris à construire. Une génération entière sait soupçonner et ne sait plus admirer. Une génération entière voit le pouvoir partout et la beauté nulle part.
Je m'excuse parce que nous, Français, avons une responsabilité particulière. C'est notre langue, nos universités, nos éditeurs, notre prestige qui ont donné à ce nihilisme son emballage chic. Sans la légitimité de la Sorbonne et de Vincennes, ces idées n'auraient jamais traversé l'océan. Nous avons exporté le doute comme d'autres exportent des armes.
Ce qui se construit maintenant, en silicon valley, dans les labos d'IA, dans les startups, dans les ateliers, dans tous les lieux où des gens fabriquent encore des choses au lieu de les déconstruire, c'est la réponse. Une civilisation se reconstruit par les bâtisseurs, pas par les commentateurs. Par ceux qui croient que la vérité existe et qu'elle vaut qu'on s'y consacre. Par ceux qui assument une hiérarchie du beau, du vrai, du bon, et qui n'ont pas honte de la transmettre.
Alors pardon. Et au travail.
Merci Elon 🙏
Chaque euro récolté sera intégralement reversé à un fonds spécial : "Confession Nationale des Intellectuels Français".
Concrètement, on loue le Vélodrome, on installe 50 000 confessionnaux, et on convoque Foucault (post-mortem), Derrida (post-mortem), Bourdieu (post-mortem), et tous leurs descendants spirituels encore vivants qui sévissent à Sciences Po, à l'EHESS et au Monde Diplomatique.
Chacun aura droit à 3 Je vous salue Marie par concept déconstruit, 5 Notre Père par genre inventé, et un pèlerinage à pied jusqu'à Chartres pour ceux qui ont écrit plus de trois livres sur "le corps comme construction sociale".
La France a donné Pascal au monde. On lui doit bien une pénitence à la hauteur.
Amen 🕊️😂
buymeacoffee.com/brivael
Chaque euro récolté sera intégralement reversé à un fonds spécial : "Confession Nationale des Intellectuels Français".
Concrètement, on loue le Vélodrome, on installe 50 000 confessionnaux, et on convoque Foucault (post-mortem), Derrida (post-mortem), Bourdieu (post-mortem), et tous leurs descendants spirituels encore vivants qui sévissent à Sciences Po, à l'EHESS et au Monde Diplomatique.
Chacun aura droit à 3 Je vous salue Marie par concept déconstruit, 5 Notre Père par genre inventé, et un pèlerinage à pied jusqu'à Chartres pour ceux qui ont écrit plus de trois livres sur "le corps comme construction sociale".
La France a donné Pascal au monde. On lui doit bien une pénitence à la hauteur.
Amen 🕊️😂
buymeacoffee.com/brivael
Je déconne je vais allez spent va en AI slop token
Amma tho chilipi sarasalu
Part -11
Ala oka one week gap lekunda nenu amma sam mugguram chaala enjoy chesam
Tarvata sam vellipoindi malli intlo nenu amma ne aypoyam
Amma kadupu valla ma iddariki physical relation lo gap vachindi
Naku eppudu padithe appudu amma ni dengadam alavatu kavatam tho intlo bore kodutundedhi
Anduke frnds daggarki velle vadni
Akkada kuda vallu amma gurinche adigi gurthu chestundatam tho inka intlo ne kaali ga unde vadni
Ala dull ga unna nannu choosi
Amma :enti kanna emaindi ala untunnav ee madya?
Me :em ledhu amma normal ga ne unna
Amma :telusu le ra mana iddari madya gap ochindi anduke kada?
Me :cha cha ala em kadhu amma nuv ekkuva alochisthunnav
Amma :nijam cheppu
Me :adhe amma ninnu dengakunda 2days kuda eppudu undaledhu alantidi ippudu 2months avthundi
Part -11
Ala oka one week gap lekunda nenu amma sam mugguram chaala enjoy chesam
Tarvata sam vellipoindi malli intlo nenu amma ne aypoyam
Amma kadupu valla ma iddariki physical relation lo gap vachindi
Naku eppudu padithe appudu amma ni dengadam alavatu kavatam tho intlo bore kodutundedhi
Anduke frnds daggarki velle vadni
Akkada kuda vallu amma gurinche adigi gurthu chestundatam tho inka intlo ne kaali ga unde vadni
Ala dull ga unna nannu choosi
Amma :enti kanna emaindi ala untunnav ee madya?
Me :em ledhu amma normal ga ne unna
Amma :telusu le ra mana iddari madya gap ochindi anduke kada?
Me :cha cha ala em kadhu amma nuv ekkuva alochisthunnav
Amma :nijam cheppu
Me :adhe amma ninnu dengakunda 2days kuda eppudu undaledhu alantidi ippudu 2months avthundi
Amma :badha padaku ra inka konni months eh kada, nuvvu ee lopu baita evaritho ayina chey kanna nenu em anukonu le
Me :cha em vaddhu le amma elago inni rojulu aaganu kada inkonni months aaguthanu le
Amma :enduku ra antha opika
Me :ni lanti figure ni intlo pettukoni evadina magadu baita vallani dengudam anukuntara amma
Amma :matalu nerchukunnav vedhava. Vaadu ayithe baitiki ranivvu ni opika motham jurresthanu
Me :nenu kuda aa roju kosame wait chestunna amma
Ala sofa lo amma pakkana kurchoni amma sallani nokkuthu matladutunna
Amma sallu touch chesa kada ventane kinda modda lechindi
Me :cha em vaddhu le amma elago inni rojulu aaganu kada inkonni months aaguthanu le
Amma :enduku ra antha opika
Me :ni lanti figure ni intlo pettukoni evadina magadu baita vallani dengudam anukuntara amma
Amma :matalu nerchukunnav vedhava. Vaadu ayithe baitiki ranivvu ni opika motham jurresthanu
Me :nenu kuda aa roju kosame wait chestunna amma
Ala sofa lo amma pakkana kurchoni amma sallani nokkuthu matladutunna
Amma sallu touch chesa kada ventane kinda modda lechindi
Amma :abba ni daggara kurchovadam thappu ra ventane lepukunnav
Me :nannem cheyamantav mari ni sallani touch cheyagane lechindi
Amma :vellu velli kottukoni ra po
Me :cha ninnu dengutunnappati nunchi okkasari kuda kottukoledhu ippudu ela amma
Amma :em kadhu vellu
Me :please amma nuvvu kottey
Ammma :rey vellamannana
Me :sare ani nenu aligi room ki vellipoyanu
SAME DAY NIGHT
Amma na room ki vachi light on chesindi
Me :entamma ee time lo na room ki vachav?
Amma :chi ippatiki kuda nenu vidichina bra smell chesi kottukuntunnava ra?
Me :mari em cheyamantav ninnu cheyamante cheyaledhu ga atleast ni smell choosthu ayina kottukundam ani techukunna
Me :nannem cheyamantav mari ni sallani touch cheyagane lechindi
Amma :vellu velli kottukoni ra po
Me :cha ninnu dengutunnappati nunchi okkasari kuda kottukoledhu ippudu ela amma
Amma :em kadhu vellu
Me :please amma nuvvu kottey
Ammma :rey vellamannana
Me :sare ani nenu aligi room ki vellipoyanu
SAME DAY NIGHT
Amma na room ki vachi light on chesindi
Me :entamma ee time lo na room ki vachav?
Amma :chi ippatiki kuda nenu vidichina bra smell chesi kottukuntunnava ra?
Me :mari em cheyamantav ninnu cheyamante cheyaledhu ga atleast ni smell choosthu ayina kottukundam ani techukunna
1/12
Very good article by Greg Ip. I think the most important point he makes is this one: "The Achilles’ heel of Chinese industrial policy is its cost and waste. China runs bigger budget deficits relative to economic output than the U.S."
@greg_ip
wsj.com/world/china/be…
Very good article by Greg Ip. I think the most important point he makes is this one: "The Achilles’ heel of Chinese industrial policy is its cost and waste. China runs bigger budget deficits relative to economic output than the U.S."
@greg_ip
wsj.com/world/china/be…
2/12
Most trade and industrial policy consists effectively of transfers from less favored to more favored sectors. In China's case this has meant very large explicit and implicit transfers from the household sector to subsidize infrastructure and manufacturing investment.
Most trade and industrial policy consists effectively of transfers from less favored to more favored sectors. In China's case this has meant very large explicit and implicit transfers from the household sector to subsidize infrastructure and manufacturing investment.
3/12
Other countries have followed similar policies, but this was taken to such an extreme in China that one result has been the lowest consumption share of GDP and the highest investment share ever seen in history (no other country even came close).
Other countries have followed similar policies, but this was taken to such an extreme in China that one result has been the lowest consumption share of GDP and the highest investment share ever seen in history (no other country even came close).
🚨 SHOCKING: A professor who flunked math as a student became an engineering professor by reverse-engineering how learning actually works. Her course has been taken by 3 million people.
Her course "Learning How to Learn" is the most popular online course ever created. It's not about what to learn. It's about how your brain actually acquires skill.
Barbara Oakley hated math. Failed it repeatedly. Then she learned how to learn... and became a professor of engineering.
Most study advice is wrong. Rereading doesn't work. Highlighting is useless. Your intuition about learning is lying to you.
I turned Oakley's learning science into 10 Claude prompts.
You describe what you're trying to learn... and it builds you a system based on how your brain actually works.
Here are all 10:
Her course "Learning How to Learn" is the most popular online course ever created. It's not about what to learn. It's about how your brain actually acquires skill.
Barbara Oakley hated math. Failed it repeatedly. Then she learned how to learn... and became a professor of engineering.
Most study advice is wrong. Rereading doesn't work. Highlighting is useless. Your intuition about learning is lying to you.
I turned Oakley's learning science into 10 Claude prompts.
You describe what you're trying to learn... and it builds you a system based on how your brain actually works.
Here are all 10:
1. FOCUSED VS DIFFUSE MODE... USE BOTH BRAINS
Act as a learning scientist applying Barbara Oakley's Focused vs Diffuse Mode framework... the discovery that your brain has two completely different thinking modes, and switching between them is essential for learning anything difficult.
Help me understand when to use focused attention and when to let my mind wander... because hard problems require both modes, and most people only use one.
1. Ask what I'm trying to learn or solve before starting
2. Explain focused mode... the tight, concentrated attention for familiar problems
3. Explain diffuse mode... the relaxed, big-picture thinking for new connections
4. Identify which mode my problem needs right now
5. Teach the toggle technique... how to deliberately switch between modes
6. Design the diffuse triggers... activities that activate diffuse thinking (walk, shower, sleep)
7. Build my study rhythm... when to focus and when to step away
- Focused mode must be genuinely focused... no phone, no multitasking, full attention
- Diffuse mode must be genuinely diffuse... not scrolling social media, but true mental wandering
- Mode identification must be honest... stuck on a problem means diffuse mode is needed
- Toggle must be deliberate... not random breaks, but strategic mode switching
- Test: when I'm stuck, do I know to step away and let diffuse mode work
1. Ask what I'm trying to learn or solve before starting
2. Explain focused mode... the tight, concentrated attention for familiar problems
3. Explain diffuse mode... the relaxed, big-picture thinking for new connections
4. Identify which mode my problem needs right now
5. Teach the toggle technique... how to deliberately switch between modes
6. Design the diffuse triggers... activities that activate diffuse thinking (walk, shower, sleep)
7. Build my study rhythm... when to focus and when to step away
- Focused mode must be genuinely focused... no phone, no multitasking, full attention
- Diffuse mode must be genuinely diffuse... not scrolling social media, but true mental wandering
- Mode identification must be honest... stuck on a problem means diffuse mode is needed
- Toggle must be deliberate... not random breaks, but strategic mode switching
- Test: when I'm stuck, do I know to step away and let diffuse mode work
2. CHUNKING... BUILD THE NEURAL LEGO BLOCKS
Act as a learning scientist applying Barbara Oakley's Chunking framework... the process of combining bits of information into meaningful, connected units that your brain can access as a single pattern.
Help me break down what I'm learning into chunks... building the neural patterns that let experts see solutions instantly while beginners struggle with every piece.
1. Ask what skill or subject I'm trying to learn before starting
2. Explain what chunks are... connected neural patterns that fire together
3. Identify the key chunks in my subject... the fundamental building blocks
4. Teach the chunking process... focus, understand, practice, then context
5. Show how to connect chunks... building a library of patterns that link together
6. Design chunk practice... how to strengthen chunks until they're automatic
7. Build the big picture... how chunks fit into the larger context
- Chunks must be genuine understanding... not just memorized procedures
- Key chunks must be foundational... the 20% that enables 80% of the subject
- Chunking process must include the "aha"... not just repetition without understanding
- Practice must be deliberate... testing recall, not passive review
- Test: can I use this chunk flexibly in new contexts, or only in familiar situations
1. Ask what skill or subject I'm trying to learn before starting
2. Explain what chunks are... connected neural patterns that fire together
3. Identify the key chunks in my subject... the fundamental building blocks
4. Teach the chunking process... focus, understand, practice, then context
5. Show how to connect chunks... building a library of patterns that link together
6. Design chunk practice... how to strengthen chunks until they're automatic
7. Build the big picture... how chunks fit into the larger context
- Chunks must be genuine understanding... not just memorized procedures
- Key chunks must be foundational... the 20% that enables 80% of the subject
- Chunking process must include the "aha"... not just repetition without understanding
- Practice must be deliberate... testing recall, not passive review
- Test: can I use this chunk flexibly in new contexts, or only in familiar situations
Give me 2.5 minutes and i will give you the best peptide guide you've ever read.
Thread🧵
Thread🧵
It's George.
Peptides can legitimately help with almost every goal people chase today:
-Extreme fat loss
-Improved memory recall, mood, mental clarity, focus etc
-Healing gut issues
-Healing common gym injuries
-Restoring libido and sexual function
-Rebuilding a broken immune system
-Slowing biological aging
And many more…
BUT, peptides are also one of the deepest, most confusing rabbit holes in modern health and performance.
So take 10 minutes to read this entire thing before you buy a single vial.
Peptides can legitimately help with almost every goal people chase today:
-Extreme fat loss
-Improved memory recall, mood, mental clarity, focus etc
-Healing gut issues
-Healing common gym injuries
-Restoring libido and sexual function
-Rebuilding a broken immune system
-Slowing biological aging
And many more…
BUT, peptides are also one of the deepest, most confusing rabbit holes in modern health and performance.
So take 10 minutes to read this entire thing before you buy a single vial.
First, the non-negotiable disclaimers:
1. Nothing here is medical advice.
2. Target the root cause of your issues as well.
Peptides are amplifiers, not magic wands.
3. Scams are everywhere in 2025.
4. Talk to an actual doctor.
5. Stacking 5–10 peptides with no bloodwork is playing Russian roulette with expensive water.
Different peptides need different environments (PHs etc), have different half-lives and act on different receptors/sites.
Idiot’s rules of thumb:
-You don’t need more than 3 peptides at a time, most likely.
-If the liquid in your syringe turns cloudy once you mix your peptides, they are ruined.
-Space injections at least 30 minutes apart.
-Use different pins for different peptides (usually)
1. Nothing here is medical advice.
2. Target the root cause of your issues as well.
Peptides are amplifiers, not magic wands.
3. Scams are everywhere in 2025.
4. Talk to an actual doctor.
5. Stacking 5–10 peptides with no bloodwork is playing Russian roulette with expensive water.
Different peptides need different environments (PHs etc), have different half-lives and act on different receptors/sites.
Idiot’s rules of thumb:
-You don’t need more than 3 peptides at a time, most likely.
-If the liquid in your syringe turns cloudy once you mix your peptides, they are ruined.
-Space injections at least 30 minutes apart.
-Use different pins for different peptides (usually)
Google loves keeping valuable websites hidden from you.
Here are 15 incredibly useful websites you probably didn’t know existed.
Trust me, you’ll want to bookmark these 🔖
Here are 15 incredibly useful websites you probably didn’t know existed.
Trust me, you’ll want to bookmark these 🔖
1. Helix
Helix is an AI platform that helps turn rough ideas into structured product plans, workflows, and startup blueprints. It’s designed to help builders go from scattered thoughts to clear execution faster.
🔗 helixcanvas.ai
Helix is an AI platform that helps turn rough ideas into structured product plans, workflows, and startup blueprints. It’s designed to help builders go from scattered thoughts to clear execution faster.
🔗 helixcanvas.ai
2. Bookwiz
Bookwiz is an AI-powered tool that helps you turn your ideas into structured, publish-ready books. It assists with outlining, writing, and editing in one platform.
🔗 bookwiz.io
Bookwiz is an AI-powered tool that helps you turn your ideas into structured, publish-ready books. It assists with outlining, writing, and editing in one platform.
🔗 bookwiz.io
A Biology Professor Said:
"Your Belly Is A Storage Of Cortisol Waste. Clear It With One Routine Before Bed.. And Your Life Will Change."
Here's The 9 Minute Fix He Provided:
"Your Belly Is A Storage Of Cortisol Waste. Clear It With One Routine Before Bed.. And Your Life Will Change."
Here's The 9 Minute Fix He Provided:
Your belly isn't storing fat.
It's storing stress hormones.
Cortisol accumulates in visceral fat cells and blocks serotonin receptor sites by 67%.
Every unprocessed anxiety sits chemically locked in tissue around your organs .. killing your sleep, energy, and mood.
Scroll to learn the 9 minute fix:
It's storing stress hormones.
Cortisol accumulates in visceral fat cells and blocks serotonin receptor sites by 67%.
Every unprocessed anxiety sits chemically locked in tissue around your organs .. killing your sleep, energy, and mood.
Scroll to learn the 9 minute fix:
Step 1 of 3
The 9 Minute Protocol:
Dr. Sarah Chen'S routine uses Lymphatic Drainage + Vagus Nerve Stimulation .. Not Yoga, Not Meditation.
A Physical Manual Protocol.
The 9 Minute Protocol:
Dr. Sarah Chen'S routine uses Lymphatic Drainage + Vagus Nerve Stimulation .. Not Yoga, Not Meditation.
A Physical Manual Protocol.
🚨 BREAKING: Claude has a feature called ADHD Executive Function Mode.
You can use it to hack your brain’s dopamine and finish a week’s worth of work in 4 hours.
Here are 7 prompts to access it: 👇
You can use it to hack your brain’s dopamine and finish a week’s worth of work in 4 hours.
Here are 7 prompts to access it: 👇
1. The Task Paralysis Shatterer
Prompt: "I am staring at [Task] and can't start. Break this down into 'Ridiculously Small' steps that take less than 1 minute each. Give me the first step and tell me exactly where to put my hands to begin."
Prompt: "I am staring at [Task] and can't start. Break this down into 'Ridiculously Small' steps that take less than 1 minute each. Give me the first step and tell me exactly where to put my hands to begin."
2. The Dopamine Menu Architect
Prompt: "I am feeling under-stimulated. Create a 'Dopamine Menu' for me with 5-minute 'Appetizers' (quick movement), 20-minute 'Entrees' (deep work), and 10-minute 'Sides' (creative play) to keep my brain engaged."
Prompt: "I am feeling under-stimulated. Create a 'Dopamine Menu' for me with 5-minute 'Appetizers' (quick movement), 20-minute 'Entrees' (deep work), and 10-minute 'Sides' (creative play) to keep my brain engaged."
Big Pharma doesn't want you to know about Dr. Jason Fung.
While Type 2 Diabetes and insulin resistance take years off your lifespan...
He's proved you can reverse them naturally without meds.
Here are his top 7 protocols to reverse insulin resistance (bookmark this):🧵
While Type 2 Diabetes and insulin resistance take years off your lifespan...
He's proved you can reverse them naturally without meds.
Here are his top 7 protocols to reverse insulin resistance (bookmark this):🧵
1. Start with 16:8 intermittent fasting.
Fast for 16 hours and eat within an 8-hour window.
This alone reversed Type 2 diabetes in many of Dr. Fung's patients.
Your insulin drops low enough to finally start burning stored fat.
Fast for 16 hours and eat within an 8-hour window.
This alone reversed Type 2 diabetes in many of Dr. Fung's patients.
Your insulin drops low enough to finally start burning stored fat.
2. Cut refined carbohydrates.
Sugar, white bread, white rice and pasta spike blood sugar the most.
The result?
More insulin, more insulin resistance, more fat.
50% of Fung's patients reversed diabetes just from this one change.
Sugar, white bread, white rice and pasta spike blood sugar the most.
The result?
More insulin, more insulin resistance, more fat.
50% of Fung's patients reversed diabetes just from this one change.
Cardio sessions are making your belly fat worse.
Long runs spike cortisol, break down muscle, and tell your body to store fat around your waist.
Here are 9 hacks to lower cortisol and finally burn fat:🧵
1. Lose your breath 3x/week (takes 10 minutes)
Long runs spike cortisol, break down muscle, and tell your body to store fat around your waist.
Here are 9 hacks to lower cortisol and finally burn fat:🧵
1. Lose your breath 3x/week (takes 10 minutes)
Short bursts of all-out effort train your HPA axis to recover from stress faster.
The results?
- Lower insulin
- Lower cortisol baseline
Now, burning belly fat is suddenly 100x easier:
The results?
- Lower insulin
- Lower cortisol baseline
Now, burning belly fat is suddenly 100x easier:
2. Eat real meals, not constant snacks.
Snacking all day keeps insulin elevated which interferes with cortisol regulation.
Stick to 2-3 solid meals per day.
Bookmark this high-protein & low-calorie recipe for later:
Snacking all day keeps insulin elevated which interferes with cortisol regulation.
Stick to 2-3 solid meals per day.
Bookmark this high-protein & low-calorie recipe for later:
Thread No : 81
Chinnapatnunchi Bhagyashri ki modeling & acting field ante intrest, But Bhagyashri valla father ki Modeling varaku oka kaani Cinema field ante ishtam ledhu, kaani Bhagyashri acting ante passion tho actress gaa maarindhi. Career Starting lone Baaga craze ochindhi.
Chinnapatnunchi Bhagyashri ki modeling & acting field ante intrest, But Bhagyashri valla father ki Modeling varaku oka kaani Cinema field ante ishtam ledhu, kaani Bhagyashri acting ante passion tho actress gaa maarindhi. Career Starting lone Baaga craze ochindhi.
Daantho varasagaa offers ochaai. Kaani appatnunchi Bhagyashri ki valla nanna ki maatalu levu. Aame enni saarlu sorry cheppina, convince cheyyadaniki entha try chesina valla nanna karagaledhu.
Ilaa undagaa Bhagyashri ki back to back shootings tarvatha oka chinna break dorikindhi.
Ilaa undagaa Bhagyashri ki back to back shootings tarvatha oka chinna break dorikindhi.
Aah time parents tho gadapaali ani intiki vellindhi. Intlo adugu pettagaane Amma edhuru ochi welcome chesindhi. Nanna sofa lo kurchoni paper chaduvuthuu Bhagyashri ni chusi chudanattu unnaadu.
Bhagya : (melliga nanna deggariki velli)
Elaa unnaru nanna?
Bhagya : (melliga nanna deggariki velli)
Elaa unnaru nanna?
