GM Far! Does true silence exist in our day and age? I know from firsthand experience, It can be found on the Putorana Plateau at any time of year and in the forest right here, right now, during gray weather, when there are no birds or insects to be heard: the silence before a storm. ✅ US CPI today. A hot print means the Fed hikes in Decemberand hike odds already sit near 80% after payrolls. Then we fall to where we have not fallen yet. Keep some powder dry. ✅ Yesterday I compared Brent funding across three venues. Today Variational posted the same idea on Nasdaq: perps 80%+, swaps flat at 5%. ✅ Anthropic sets its IPO up to $69.3b at $70-80 a share. Aramco, the record, raised $29.4b. The top of the range is about $1.4t, @entropy O perps sit near $1.57t even after 7%. So perp traders still pay ~15% over the banks’ price. Either day one pops or this is the last premium.
4-Season Therapy: The Science of a Year With Edges and Why I Never Moved to the Sun https://x.com/Rencrypta/status/2119135068866400304?a=eZpRDzxDQZy5X5UByZY&s=20 4 seasons. 0 studies. Not one study shows that living with four seasons makes anyone healthier, smarter or happier. I read all of it for the fifth Therapy piece, because four seasons were my reason for never moving to the sun. I love all seasons and the activities that go with them Winter - skiing and white therapy Summer - swimming and the green forest Autumn - golden vibes and grey therapy Spring - a fresh breath of wind The mind is not trained by hardship and nobody has tested whether seasons train it at all. What is measured - variety across a day makes people happier, the same variety in an hour makes them less happy. Rain makes bank workers 1.3% faster. What survives - variety, anticipation, shared dates and edges on the year. Each is real. Their sum is my hypothesis. - The permanent summer is the untested side: one Dubai hospital, 7924 patients, 85% low on vitamin D under ten hours of sun. 👇