Recent submissions

Comment · 4 days ago
What about Kierkegaard?

He wrote Either/Or or Enten – Eller in Danish in 1843.

Else in Danish is Ellers.

Comment · 10 days ago
Brian: "Look, you've got it all wrong! You don't need to follow me! You don't need to follow anybody! You've got to think for yourselves! You're all individuals!"

The Crowd: "Yes! We're all individuals!"

Brian: "You're all different!"

The Crowd: "Yes! We're all different!"

A man in the crowd: "I'm not."

The Crowd: "Shhh!"

Comment · 17 days ago
Basically on the bet that an incoming Trump executive would stir trade relations with China; they would start pulling levers; and the sector gets a much needed boost when Governments act as that market was essentially rigged. I hold small long-term positions in a spread of incumbent, mid-value and speculative penny stocks. Lynas was once a penny stock, and two geopolitical events over the years have now pushed it to be a S&P/ASX 50 company.

For Northern in particular - they have a binding offtake agreement with Iluka for everything they mine, and Iluka are 60-70% towards completing their processing plant (with a huge Government backed loan) by mid next year. The issue the last few years is the intense interest from CCP-linked entities who currently hold ~27% of the shares and have attempted to take over the board multiple times. The Government has so far been willing to intervene, but it's set them back at a time that the funding to push for a FID was much more readily available.

Iluka have also had hiccups as there was a 6 month delay while they requested additional money to meet costs (it's harder and more expensive to source the required plant equipment without China) and their existing business of zircon and titanium products is also struggling as China was a major customer.

Comment · 18 days ago
Comment · 18 days ago
Northern Minerals is an interesting case. (Disclaimer: I'm a shareholder and keep a close eye what is going one)

It is under enormous pressure to the point where the Australia Treasury made the unprecedented move to demand some Singapore-based PRC-linked entities to divest ~500m shares. They instead passed them onto other PRC-linked entities. There's been two failed board takeovers, and the annual general meeting postponed while Treasury continues to investigate who owns what and has set them back a year or so. What they have is a potential resource (lots of heavy REE) and an offtake deal with Iluka.

Iluka (Australia) is the one with the processing coming on sooner, and unlike Lynas, on Australian soil and have an existing stockpile ready to go from their mineral sands business.

The other to watch is Arafura (Australia) - fully funded, construction just started and offtake agreements (mostly Europe) in place.

Energy Fuels (UUUU) is one to watch in the US. They purchased Australian miner ASM and plan you use their Uranium processing infrastructure and knowhow to pivot to REE.

Lynas is in the process of purchasing Meteoric Resources (Australia) for the largest ionic clay mine in Brazil.

I hold positions in all the above, and what is really interesting is that despite all the progress their share prices have recently tanked as China wrings concessions from the US, rather than the market viewing the long-term disconnect from PRC reliance as valuable or inevitable. Even Lynas is down having peaked around AUD$21 when they started processing separated Dysprosium and Terbium and renewed their Malaysian licence and Japanese offtake agreements.

Comment · 18 days ago
Look for the older dentist who doesn't need the money. Same for your GP - mine always seems casual but moves very quickly and thoroughly when there is potentially an issue.
Comment · 25 days ago
Comment · 1 month ago
Having a connection/s inside who are in on the game would make sense.
Comment · 1 month ago
Stress can spike BP due to the higher cortisol level that narrows arteries.

But baseline BP is all about diet, exercise, good sleep routine and avoiding smoking.

Some foods like licorice can elevate BP; the glycyrrhizic acid inhibits an enzyme that deactivates cortisol.

I personally drink hibiscus tea a few times a week which is an ACE inhibitor and is shown to reduce systolic blood pressure by 5-7mmHg. Also the occasional beetroot juice (+ apple and carrot) or magnesium bisglycinate for a 2-5mmHh systolic reduction due to the nitric oxide.

Comment · 1 month ago
Found myself recently down a rabbit hole watching a lot of climbing videos (free, trad, bouldering, etc).

I was looking at Google maps to locate some of the more obscure climbs outside the Yosemite valley proper. Little did I realise that Tommy Caldwell, Alex Honnold, Lynn Hill and others had done a project with Google to take a Street View camera up El Capitan (The Nose route but also parts of the Dawn Wall). Seriously the best in-person view to get an idea of what it's like pitch by pitch up the wall.

Comment · 1 month ago
The question you want to ask is what is the long-term outcome. In 10-20 years time will you have better usage of the shoulder with or without the surgery?

As an anecdote: Family member has a partial lateral meniscus tear in the knee. Surgery was considered as if successful then returning to running might have been possible. Specialist opinions varied as did their reading of the MRI scans.

After a lot of research there was emerging evidence that long-term, surgery was more likely to result in osteoarthritis. So had to weight up long-term mobility over short-term pain relief and not having a major lifestyle change.

You see professional athlete undergoing surgery the next day, but their income relies on regaining usage as quickly as possible. The alternative is physio exercises to strengthen the supporting muscles and avoiding anything that might cause a re-injury.

Comment · 1 month ago
Comment · 1 month ago
Was expecting to read something along the lines of:

"Knowing what you don't know is the beginning of wisdom", and a new take on AI reasoning, but didn't actually use the word wisdom in the text.

Anyway, I think we're increasingly finding the old adage "garbage-in, garbage-out" still applies.

The question I would ask is: Does anyone first ask the AI for a non-coding solution rather than jumping straight to code? Is Systems Analysis dead? Does no one read Hawryszkiewycz anymore?

Comment · 1 month ago
Same, but not a Mac.

The lecturer had a side business building FoxPro apps for local businesses, and really pushed us with real-world style SQL puzzles.

Built an app to track my MtG cards at the time. (this was pre-Web)

Comment · 1 month ago
> To get a really clean design, you need to edit it down to the essentials.

I recently needed an "avatar" for the wall at work. The actual one I went with was a Tatakovsky-inspired minimalist avatar that was settled by the 4th prompt.

But I kept exploring and in the process had developed a canonical identity model definition which could then be transformed according to various art movements and other ideas, by the end focusing more on the light and materials than specific artists.

Some of my favourites and surprising ones out of the hundreds of images were:

- Prairie School with my portrait expressed as faceted timber

- Czech Cubism where my face was merged with the architecture

- Japanese sumi-e and ukiyo-e prints

- Delaunay triangulation

- Turing morphogenesis

- Magnetic fields

- Gaudi-inspired organic sculpture

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