Hamishfrob

CEO and Co-Founder, The Watch Collectors' Club; ii host, Ex-Analyst, Angel, Crypto Enquiror, Scouser.

[Hamishfrob @hamishfrob]

@DividendDrip You should put half the money into a pension for her which you can also open and she will benefit from 55 years of tax free compounding.

[Avi Roy @agingroy]

The biggest cancer results from ASCO this week, ranked by how much they change a patient’s odds.

1. Colon cancer (BRAF-mutant): the combination doubled survival. Median 30.3 months vs 15.1 on the old standard. BREAKWATER. New standard of care.

2. Lung cancer (ALK+): five years out, 60% of patients on lorlatinib still hadn’t progressed. On the old drug, 8%. CROWN.

3. Lung cancer (EGFR+): amivantamab plus lazertinib cut the risk of death 25% vs the previous best pill. MARIPOSA.

4. Breast cancer (PIK3CA-mutant): gedatolisib hit its primary survival mark, beating the current targeted drug. VIKTORIA-1. Full numbers drop this week.

5. Prostate cancer (high-risk): apalutamide before surgery, the plenary headline. First efficacy readout lands this week.

6. Breast cancer (ER+): SERENA-6, the blood-test-guided drug switch, reports next.

Five years ago, half of these patients had almost nothing.

[Hamishfrob @hamishfrob]

@UllaBurns In my first year undergraduate course in Politics in Edinburgh in 2002 we had a series of three lectures and advised readings on political power wielded by women in non-obvious ways. The most memorably examples were from Egypt (modern Egypt, not ancient Egypt).

[Sai Ishaya @Sai_Ishaya_]

London is not tiny, it's one of the biggest cities in the world.
It's the largest city in Western Europe & is geographically 14x the size of Paris.
Each of the subregions can be standalone cities on their own.
-South London is Physically larger than Madrid, Chicago or Toronto.
-East London is bigger than Munich & Dublin combined.
-West London is nearly triple the size of Paris.
-North London is bigger than Amsterdam and Copenhagen combined.

[Hamishfrob @hamishfrob]

@patrickc My friend lives in Poughkeepsie. When visiting I noticed the same thing. The whole area used to be used for intensive dairy farming but it all got outcompeted decades ago so much of the land is reverting to forest.

[Noah Gordon @noah_gordon_]

If the clean energy transition proceeds like any other technological transition, it will indeed have failed. Only the demise of the old saves the climate.
A false beat in a good Liebreich piece.

[Hamishfrob @hamishfrob]

@drsprs Yeah but state health services paying for this is a no-brainer at the right price.

[Hamishfrob @hamishfrob]

@kjoules When I studied abroad there I met, Lion, 006, and Apples and Oranges. When we asked how everyone got their names they said they mostly chose them themselves... when they were 7.

[Hamishfrob @hamishfrob]

@McFranchisee As a past analyst of the company, the best thing about Coke Zero was that it was entirely designed for two reasons: 1. Diet Coke had 80% female consumption in some markets and 2. most consumer didn't know it zero calories (having long ago dropped the 1 cal per can launch receipe)

[Hamishfrob @hamishfrob]

@Ameer_Kotecha On my council estate in North London residents are gardening and watering the beds and young trees. Two different men do a morning litter pick around the estate. People can be community minded in London!

[Hamishfrob @hamishfrob]

@ALLKAResearch Lyondell are expanding both China and the Middle East. The Chinese operators are still expanding. Chems trade and ship globally so the global balance is what's most important.

[Rory Sutherland @rorysutherland]

Genius from @joefattorini

[Hamishfrob @hamishfrob]

@BoringBiz_ That's just being CIO at any investment manager of any size. No discernible impact, go to lots of meetings, big expense account with clients, bonus based on all the teams under you so you cherry pick it to be huge. Best and most pointless job ever.

[Tim Urban @waitbutwhy]

Everyone in the world has to take a private vote by pressing a red or blue button. If more than 50% of people press the blue button, everyone survives. If less than 50% of people press the blue button, only people who pressed the red button survive. Which button would you press?

[Hamishfrob @hamishfrob]

@FreightAlley Only worth it if you use Ringo Star's voice!

[Hamishfrob @hamishfrob]

ONLY if you have someone to iron them.

[Patrick Heizer @PatrickHeizer]

The aforementioned linen sheets.

My wife bought a cheaper set just to test them out, and I'm telling you, we're never going back.

We'll invest in an "expensive" set the next time

[Hamishfrob @hamishfrob]

It's very amusing that @claudeai and @AnthropicAI have turned off any chat support while they sort out all this surprise overbilling that happened last week. A regular Sonnet based project in Claude Code suddenly cost me $100 and they have no interest in helping me!

[Aftab Khan, MD @aftab_usa]

Damn, that’s wild—Harvard stuck 24 office workers in the same room for 6 days, secretly tweaking the air quality (ventilation, CO2, and VOCs from typical office stuff), and their cognitive scores doubled in the cleaner “green+” conditions vs. standard stale setups. Better decision-making, strategy, crisis response—all crushed by poor indoor air we breathe 90% of the time.
Open windows, crank ventilation, cut the junk emitters. Your brain’s paying the price right now. Fix the air, sharpen the mind.

[Hamishfrob @hamishfrob]

Was just thinking this this morning!

[Patrick Collison @patrickc]

There’s a lot of discussion in these parts about all the things that are degrading (public safety, disorder, architecture, institutions, …), but it is remarkable how much better food has gotten over the course of my lifetime. I was recently traveling in the UK, and even in small towns, the restaurants were consistently great. (I particularly recommend Isla in Durham.) Ireland has similarly improved by leaps and bounds. The US is very good these days. Has there ever been a better time to eat?