Fixedincomeanalyst.eth, CFA

Credit Analyst | Investor | Toastmaster

[Fixedincomeanalyst.eth, CFA @jsiew64]

Forecasts tell you more about the forecasters and less about what could actually happen.

There are only 2 types of people - those who don’t know and those who don’t know they don’t know.

With this tough expectations - here is my forecast for 2025

[Bryan Johnson @bryan_johnson]

Cancer runs in my family and about 5-10% of cancer is inherited. So I did a blood test that looked at 71 genes for inherited cancer risk.

All came back negative. I feel lucky.

You can sleep, exercise and eat right for decades, and one late cancer can do you in. Cancer is the second leading cause of death in the US, the first for anyone under 85. More than 1 in 3 of us will be diagnosed. A cancer death costs nearly 15 years of life, on average.

You want to catch cancer early. Breast cancer has a 5 year survival near 100% but caught late, survival drops to about 34%. Colon cancer: 91% versus 16%.

A genetic risk panel won't tell you if you have cancer. It tells you whether you were born holding a bad card, so you can watch the right things, sooner.

So I ran a combined DNA + RNA Panel covering 71 genes tied to inherited cancer risk, with RNA analysis on most. They cover the big hereditary pathways. DNA repair (BRCA1, BRCA2, ATM). Lynch syndrome (MLH1, MSH2). The classic tumor suppressors (TP53, APC, PTEN). The endocrine genes (RET, VHL, MEN1).

DNA shows the spelling of a gene. RNA shows what the cell actually builds from it. Up to 1 in 4 cancer-gene variants are predicted to disrupt splicing, the RNA edit that makes a working protein, and DNA alone often can't tell whether it matters, so it gets flagged "uncertain." Reading the RNA settles a lot of those, and catches broken variants DNA-only tests miss.

My result came back with no pathogenic variants in any of the tested genes, so it looks like I was born lucky.

This doesn't mean it clears cancer risk and it says nothing about the 90 to 95% of cancers that aren't inherited or influenced over a lifetime from age, environment, and luck.

Cancer surveillance is among the least glamorous parts of a longevity stack. It's also the most underrated.

The name of this test is Invitae Multi-Cancer Panel.

[Fixedincomeanalyst.eth, CFA @jsiew64]

@Chicky_Think Exorbitant. 7 is all you need for a haircut

[Fixedincomeanalyst.eth, CFA @jsiew64]

@WildForLess @Chicky_Think Cry me a river literally

[Fixedincomeanalyst.eth, CFA @jsiew64]

@Chicky_Think Probably true. But not yet. Newton only re-entered after seeing his neighbours got richer and he re-entered.

So if you been selling out, and reenter. Perhaps

[Fixedincomeanalyst.eth, CFA @jsiew64]

@Chicky_Think “Sky is falling” by chicken little sounds apt

[Fixedincomeanalyst.eth, CFA @jsiew64]

SpaceX appears severely overvalued by traditional metrics at triple digit P/S ratio. But liquidity is strong and demand is high. My guess is it could double from 135. Never bet against Elon but perhaps touch this one cautiously as payday may be quite unpredictable.

[Elon Musk @elonmusk]

SpaceX IPO info

[Bryan Johnson @bryan_johnson]

never waste a good crisis

[Hannah - Apex Fitness Advisory @hannahapexfit]

If all I had was a set of dumbbells and a bench, these are the 7 Exercises I would use to get in the best shape of my life:

(Videos of each included)

[Fixedincomeanalyst.eth, CFA @jsiew64]

@pakpakchicken 0 analysis. Stop posting

[Invest Like the Best @InvestLikeBest]

Gavin Baker (@GavinSBaker): "The most important thing in the next 3-4 years is data centers in space.

In every way, data centers in space, from a first principles perspective, are superior to data centers on earth.

In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, which results in six times more irradiance than on Earth. So you don't need a battery.

The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite.

The only thing faster than a laser going through a fiber optic cable is a laser going through absolute vacuum.

Link satellites with lasers, and you have a faster and more coherent network than any data center on Earth."

From our conversation in December 2025.

[Tommy Christie @tommyswriting]

Holy shit, this is some truly expert level analysis

Made me mega bullish on Brazil 🇧🇷

“Brazil is the only large democracy in the world that is simultaneously a food superpower, a water superpower, an energy superpower, a mineral superpower, and a carbon superpower, with export routes that do not depend on any contested strait or chokepoint”

[Fixedincomeanalyst.eth, CFA @jsiew64]

@IRANinKabul @grok translate to English

[Cardio Arena @CadioArena]

If you’re 35+ and want to stay strong, mobile, and pain-free…

Do these 5 moves daily.

Most people ignore this until it’s too late. 🧵

1. Deep Squat (2 minutes)

[Shane Parrish @shaneparrish]

Connor Teskey is one of the least-known people in asset management.

And yet, at 38, he just took over as CEO of Brookfield Asset Management from Bruce Flatt and is now responsible for managing over 1 trillion in assets.

Few people have as wide a view of the global economy and what's happening in it as Connor.

We discuss:

- The lessons he learned working with Bruce Flatt (and where they differ)
- His meteoric rise in a highly competitive firm
- What's not changing in the global economy
- How he isolates variables to de-risk decisions
- Why waiting for perfect information is futile
- Betting against the crowd and being right
- Using AI to increase value, not cut people

And so much more.

This is Connor's first-ever podcast (and long-form interview for that matter).

It's time to listen and Learn.

[Fixedincomeanalyst.eth, CFA @jsiew64]

I approve

[Documenting Saylor @saylordocs]

Every Sunday I go to Costco and look for people pulling up in $125,000 cars who stand in line for 22 minutes to return a $8.99 item.

I’ll ask them where they work and then go long the stock.

I’m up 270% this year.

[Shane Parrish @shaneparrish]

Holy cow!

Berkshire Hathaway board member Christopher Davis reprinted 15,000!!!! copies of Clear Thinking to give away to his clients, and wrote the kindest introduction I've ever seen in my life.

Grab a copy today: https://t.co/heZaawi5Qf

[Fixedincomeanalyst.eth, CFA @jsiew64]

@ThankYouX @niftygateway Collected and paid money but failed