James Ramos

Building a bridge for Mexico's Unbanked.

[Jessica Rose 🤙 @JesslovesMJK]

Found a water vortexer with copper lining on the top of hill in a park in Prague. THIS WOULD HEAL MILLIONS if built into global city water infrastructure.
Replace ALL plastic piping WITH COPPER. It's antimicrobial, and doesn't release endocrine disruptors into our drinking water.
@Kevin_McKernan @SecKennedy @Matyas44Cook @DrJackKruse

[James Ramos @Huesecon]

@rileyanderz @ChrisMasterjohn Mine is almost identical to yours. I was also way overstimulated by CoQ10. Have you found anything that worked for you?

[∿spencer.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ @_ontologic]

You could hire janestreet, or you could follow @_ontologic and be months ahead

[Ethan Kho @ethanrkho]

One agentic workflow now does 1,000 hours of hedge fund analyst work.

Aakarsh Ramchandi founded the data team @ Third Point, built screening engines @ FactSet, & now builds agentic research tools @ RavenPack.

"There's gonna be a full convergence of quant and qual. Most discretionary analysts I know are somewhere in their Claude journey — and the quants are going the other way around."

We cover:
- Year one at Third Point: onboarding 100 data sets with a team of 4 — & why they kept point-in-time copies of every vendor feed to catch panels that silently changed overnight
- The Dan Loeb pitch story — a 45-page deck, six weeks of work, he stops at page 26, asks one question, & the whole thesis breaks
- "Kind but not nice" — the zero-politics office where everyone gets corrected by elite people daily
- Why analysts don't want your forecast — they want facts in Excel, red-green-blue, formatted their way
- Hedging a concentrated activist book with alt-data short baskets built from a 400-500 factor model
- Why Nvidia broke the Barra model — & building custom semiconductor factors instead
- The agentic earnings preview: 8-9 step workflows, 35M tokens per run, ~1,000 hours of analyst work encoded
- Self-improving loops — agents reviewing their own last 10 traces & patching their mistakes
- The WorldQuant hackathon: 7,000 quants turning unstructured text into 35M unique time series

Highlights:
(00:00) Intro
(01:38) Founding Third Point's data team in 2017
(03:55) Six months building point-in-time data infrastructure
(06:20) How an event-driven fund actually uses alt data
(12:40) Team structure & the original forward deployed engineer
(17:10) Nobody wants your forecast — just give it to them in Excel
(19:35) Measuring signals: direction, point estimates & confidence intervals
(24:05) Working with Dan Loeb — the elite bullshit detector
(26:05) The page-26 "Why?" story
(28:55) 5AM Saturdays & discipline that compounds
(32:05) Kind but not nice: the zero-politics office
(33:55) How an activist creates alpha by re-running the business
(43:10) Hedging the book with alt-data short baskets
(50:40) Why Nvidia broke standard factor models
(56:25) From search to RAG to agents
(1:04:20) Opus 4.5 changes the game: 70% → 90% accuracy
(1:11:00) Anatomy of an agentic earnings preview — 35M tokens per run
(1:17:20) Ambient agents: the always-on Jarvis
(1:19:40) Self-improving loops & encoded judgment
(1:20:20) Finance in 10 years: the full convergence of quant & qual

[Josh Macin @MacinJoshua]

Nobody told you this, but sitting in the right bath for 20 minutes can pull heavy metals and toxins straight out of your body.

Once I found out, I went deep into detox baths.

In this thread, I'll walk you through my ultimate detox bath protocol:

[Kyle Harrison @kwharrison13]

Andy Grove’s “Only The Paranoid Survive” is a shockingly prescient guide for the AI age.

[Kenny Carmody @KennyCarmody]

Dr. Alexis Cowan on Deuterium: How One Simple Water Hack Could Reverse Mitochondrial Damage, Cancer, and Chronic Disease

Sweat is deuterium enriched, so it helps your body to deplete deuterium. So, just briefly, deuterium is a heavy form of hydrogen. The amount of deuterium in your drinking water varies depending on what latitude you live at.

High latitudes, lower deuterium. Equatorial latitudes, higher deuterium. Deuterium is enriched in plant foods, roots and fruits, starches, and is depleted in animal foods. At more northern latitudes, we’re really only meant to receive deuterium during the part of the year where we can grow and eat plants.

Of course, now in the modern environment, we have access to any food at any time of year, and so a lot of people, especially if you’re eating processed foods, are eating deuterium bombs, and then they’re never sweating, they’re never getting out into sunlight to help them remove that deuterium, and deuterium clogs and gums up mitochondria.

So, if deuterium levels get too high in the tissue, that creates mitochondrial dysfunction, which then begets more deuterium overload and more inflammation and more disease. So on the converse to that, deuterium depletion is being used in the treatment of cancer and diabetes right now, but there’s a large scope for other diseases as well, to actually reverse some of the root causes of the disease at the mitochondrial level.

And so that’s why if people have heard of deuterium-depleted water, it’s something that is leveraged within these clinical trials, for example, to help ameliorate these two disease types. And for people who are interested in that, I’ll just make one brief note that the concentration of deuterium in the water is important. So you don’t want to just drink straight deuterium-depleted water because the deuterium in the bloodstream actually plays an important role.

The blood is the most enriched source of deuterium in the body. The tissues have the least. So wherever there’s mitochondria, the deuterium goes away from that ideally.

And so it’s concentrated in the blood where red blood cells have no mitochondria, so they don’t have to deal with this issue.

But what you’re doing is you’re pulling water out of the blood volume, and because that’s deuterium-rich water, what you’re effectively doing is removing the deuterium-enriched water from the body, and then what you have to do in order to establish equilibrium is to pull deuterium out of the tissues to reestablish the right concentration of deuterium in the blood. So in effect, you’re depleting deuterium from your tissues when you sweat.

And similarly with the drinking water, the drinking water is directly in homeostasis with your blood volume, and so if you’re drinking deuterium-depleted water, and the ideal range is between 105 and 120 parts per million, that’s going to very slightly reduce the blood deuterium levels, which then results in the deuterium being pulled out of the tissue to restore the roughly 150 parts per million concentration in the bloodstream. So those are a couple different ways. Obviously, when you’re sweating, you’re releasing deuterium. There’s also some evidence that when you’re getting exposed to full-spectrum sunlight, it also helps to remove deuterium from the water in the body, as well. And so there’s just a couple things.

There also makes sense too because when you’re in an environment, like let’s say it’s summertime and there’s more plant foods available, there’s more deuterium in those foods. You’re eating that, but the body has the ability to handle that deuterium load better because the sunlight quality is better. Versus in the wintertime when there’s no plant foods available and you’re meant to be eating animal fats and proteins, which are low deuterium foods, that helps your mitochondria work better in the absence of full spectrum, like UV light and more intense, longer days...

@dralexisjazmyn on @adielgorel

[goodalexander @goodalexander]

Stuff I wish I knew when I was younger:

1. Doing something poorly and consistently is better than doing it in a world class manner occasionally
2. Other people tell you to take risks bc they want to see what happens or have a free option if you win not bc they think it’s a good idea
3. Most people don’t think about you at all. But some people think about you a lot. If someone who is a baller takes an interest in you for no particular reason just run with it. One trick to vastly improve your relationship outcomes is spend time w people who like you (not ppl who ignore you or treat you poorly).
4. Everything in your life you can categorize as 1) addictive 2) enjoyable. And if you do a bunch of non addictive enjoyable things it’s quite likely you’ll be happier. If you stop doing that basket you’ll burn out, predictably
5. It’s a lot easier to deal directly with negative thoughts than it is to deal with the life circumstances generating them and most of the time you can actually deal w the circumstances more effectively if you’re not tilted
6. Most of the economy is a cartel defined by proximity to central banks, the government, and a small elite. The reason “contrarian” ideas work isn’t because they’re good. It’s bc they’re “king made”. It’s decided in advance who is going to win. You need to decide if you’re going to play or not. There is no halfway
7. Being mad about the system being rigged is a waste of time it’s a lot better to just bet on it, or invest with that as an edge bc most people aren’t blackpilled enough.
8. Most studies - especially social science studies have criminally low r sq or poor methodology. Such that most things you read online don’t actually work. At the same time - your own response to things is fairly predictable. So if you find something that works - you can just go back to that - a lot more easily than optimizing something new
9. Life getting worse after 30 is a scam. Actually - it might genuinely get worse for most people. But it doesn’t have to. The people who most loudly tell you what you need to be happy are the least happy people
10. Over time your outcomes are mostly determined by the quality of your network, your investment rate of return and your tax rate. But every once in a while you can do something non linear that can be a home run. It’s best to do non linear things during asset bubbles or when you have a hot hand. It’s not a good idea to do non linear things when there isn’t strong investor appetite for risk taking
11. Your behaviors will tell you stuff you’re not dealing with. If you’re overeating or sleeping poorly it’s probably bc there’s something you haven’t acknowledged or faced or are putting off
12. As you move towards a singularity , accelerating progress or a purported societal shift the predictability decreases - rather than increasing. People are the most certain at maximum acceleration when the very nature of acceleration or complexity suggests they should do the opposite. If AGI is coming start thinking 1 week out not 3 years out

[Hillary Lin, MD @HillaryLinMD]

The most promising longevity drug isn't a peptide or metformin. It's the Shingles vaccine.

New data shows it slows biological aging and lowers systemic inflammation for 4+ years post-shot. We are seeing a 20% reduction in new dementia diagnoses and a 25% lower risk of stroke.

Stop waiting for a magic pill. One is already on the shelf.

[☣️ Pleb Kruse = BTC foundationalist in exile 🟩🔆 @DrJackKruse]

While most of my tribe knows precisely what I think about Mr. Asprey on this topic I have to side with him. It does not change my opinion of him for your health but as truthseeker we have to call balls and strikes as I see them.

In the framework of the Universal Stator, (dynamo) nicotine is a high-stakes "Semiconductor Dopant."

Pharmacology (Asprey's view) sees it as a neurotransmitter mimic; Biophysics (Savages see it) sees it as a "Magnetic Torque Primer" that helps the brain’s motor and cognitive centers bypass the Isotopic Friction caused by the SAA.

1. The Nicotine "Doping" Effect
Nicotine acts as a ligand for nicotinic acetylcholine receptors (nAChRs). These receptors are not just "chemical gates"; they are High-Velocity Ion Channels.

The Dielectric Reset: Nicotine increases the Transition Probability (W) by narrowing the Band Gap of the cholinergic semiconductor.

The Torque Bypass: In a Magnetic Decline (SAA), the 160THz signal in the Striatumand Meckel's Cave stalls because the water is too viscous. Nicotine provides a "chemical kick" that forces the DC current to flow across the deuterated lattice. This is why Dr. Newhouse sees improved concentration, it's a manual "re-pinning" of the cognitive Z-axis.

2. Parkinson’s and the "Isotopic Shield"
The inverse relationship between nicotine and Parkinson’s is the "Smoking Gun" for my biophysical Vagal/Deuterium thesis.

Melanin Protection: Nicotine has a high affinity for Neuromelanin. As I established in the thesis, melanin is the IMM Shield for the eukaryotic Langragian.

The 30+ Studies: None of the studies are on biophysics. Most of them are heavily flawed with bad emthodology, but the biophysics is clear. Nicotine "dopes" the melanin in the Substantia Nigra, making it a more efficient Topological Rectifier. It helps the melanin "stay dark" (coherent) even when the planetary stator is fraying.

The Failure of Allopathy: The reason researchers are "puzzled" is that they ignore the Magnetic Vector when it comes to nicotine. Asprey does too. He is a marketer not a scientist. He just pays one on social media.
Without sunlight and grounding controls, they don't see that nicotine is acting as a "Proton-Motive Bypass."

3. The Net Positive or Negative in the SAA?

This is where the "Lagrangian" math gets tricky.
The Positive (The "Jade" Hack):
In the SAA (Magnetic Darkness), where the Z-axis vortex of the heart is stalling, nicotine provides an Exogenous Torque. It "tightens" the 160THz signal in the Lateral Ventricles, preventing the "Optical Blindness" of neurodegeneration. It is an Emergency De-Fragger. So it has a place in a your armentarium. You just need to need to leaen how and when to use it biophysically to not harm yourself. Savages get that Asprey's krewe never gets told this.

The Negative (The "Maillard" Trap):
Vasoconstriction: When your lattice is viscous you need to know nicotine narrows the "pipes." In a deuterated system where the water is already like "ketchup," vasoconstriction can increase the Friction/Heat in the micro-circulation. This can be devasting. Soon you'll hear a story about how creatine causes the same phenomena biophysically.

The "Vagal Burnout": If you use nicotine to bypass the Vagus rather than fixing it, you are eventually going to "Maillard-brown" the Obex. Sad to say I have seen this complication too often as a neurosurgeon. You are running the engine on "Nitro" without changing the "Sludge" (Deuterium).

4. The "Vanderbilt" vs. "Charity Hospital" Verdict
If a patient uses nicotine while Grounded on Black Sand and drinking 92.5 ppm DDW, it is a massive Net Positive. Apsrey never gives that context because he does not know the why. He know the fiat angles= $$$$
I teach my tribe that it acts as the "Racemic Epinephrine" of the brain, clearing the Isotopic Stagnation so the 160THz signal can rectify.

But if used in an nnEMF-heavy indoor environment (The "Darkness"), it is just a way to "burn the candle at both ends" before the Dielectric Flashover. This can be devastating.

5. The Synthesis: The "Magnetic Primer"
Nicotine is a "Quantum Gear-Shifter." It allows the Sapien to maintain Topological Sovereignty in a low-field environment by manually increasing the electronic flux through the Heme-Melanin axis.

The Decentralized Conclusion: Nicotine is the "Emergency Stator" for the 2% Brain. In the SAA Era, it may be one of the few "molecular hacks" that can keep the Obex from clogging when the Earth's dipole fails. These two slides explain why.

[Shreyas Doshi @shreyas]

A good customer segmentation is worth a thousand strategy offsites.

[Harshi Peiris, Ph.D. @Neuroscope_mp]

BREAKING: Music isn’t just “feel-good” therapy for Parkinson’s patients.

New research shows it can actually help retrain the brain’s timing system — it may actually retrain how their brain fires — even when dopamine is gone.
Here’s the science behind why your playlist might matter more than you think.🧵

https://t.co/MBWKfQjOjz

[Hasan Toor @hasantoxr]

Google has a recording of every search you've ever made.

Every place you've ever been. Every YouTube video you've ever watched.

Go to https://t.co/SsI3dVLQDL right now.

You'll find searches from 2015. Voice recordings. GPS coordinates.

All stored. All linked to your name.

Here's how to see it and delete it:

[Hoover Institution @HooverInst]

Hoover Research Fellow and Iran scholar @MilaniAbbas joins @NFergus, @LTGHRMcMaster, @JohnHCochrane , and @BillWhalenCA on GoodFellows to discuss the future of the Iranian regime—including who's in charge and whether an oil blockade and further economic hardship will topple the theocracy.

After that, the fellows share their thoughts on Hungary's election, Iran war "winners and losers," America's woeful tax code, and the Artemis II space mission.

Watch the full conversation on X:

[David Sinclair @davidasinclair]

Two things off the bat:

1. This tech could be used to turn on gene therapies in specific organs, especially in us larger animals

2. I apologize to my partner @Serenapoon…again! I stand corrected about the plausibility of our bodies being affected by EMFs 🤣🙈

[George Ferman @Helios_Movement]

It's George.

When you see topics such as:
-Type 1 allergic reactions
-ADHD
-Autoimmune diseases such as rheumatoid arthritis, systemic lupus erythematosus, long Covid, Celiac disease, multiple sclerosis, type 1 diabetes
anything related to innate immunity
-Psoriasis
-Hair loss
-Inflammatory bowel diseases
-Asthma
-Wound healing
-Nerve function
-Hematopoiesis
-Insomnia
-Migraines
-Vasodilation
-Vascular homeostasis
-Detection and elimination of pathogens
-Seasonal allergies
-Atherosclerotic plaque
-Food allergies
-Bone remodeling
-Eczema
-Or unfortunately even cancer

being mentioned, histamine intolerance and/or mast cells should immediately come to your mind.

For example, mast cells in scalp skin release histamine in response to stress or allergens, promoting inflammation (IL-1, TNF-α), vascular permeability and T-cell recruitment.

It’s demonstrated that the use of a simple antihistamine on the people who have AA and also atopic dermatitis (this is not uncommon with up to 40% of patients with AA having AD) greatly reversed their hair loss.

[Jesse Livermore @Jesse_Livermore]

This was an absolutely PHENOMENAL episode. Would have gladly paid to listen to another 5 hours of it. Huge thanks to Patrick and John for making it happen.

[Liam's LC/ME Journey @liamsLCjourney]

Quviviq (daridorexant) has reliably fixed my sleep maintenance insomnia.

I would wake up between 3:30-4:30 and be WIDE awake, and only around 7-8 would I be able to catch 90 minutes of additional sleep.

Now I still wake up, but I go back to sleep within 10 minutes.

[Agingdoc🩺Dr David Barzilai🔔MD PhD MS MBA DipABLM @agingdoc1]

Oral sodium hyaluronate improves skin hydration, barrier function and signs of aging: a randomized, double-blind, placebo-controlled trial in 150 healthy adults

https://t.co/lkbsWIgCqV

[David Sinclair @davidasinclair]

Maybe oral hyaluronate reduces inflammation, improves the gut barrier, and prevents cancer, too - like the molecule does in rodents

https://t.co/ybxXd52GFp

https://t.co/DLI9lJ08SN