Brett Conrad

Keeping “The News” in check. Even the ancients had a news/gossip cycle and here’s what the stoics wrote about how they approached it. From the Daily Stoic Journal by Ryan Holiday.

Now that @RFKJr_Official is officially Making America Healthy Again, he needs to work on helping @DonaldTrump lose 75 pounds. Perhaps he will need some help from @DOGE and @elonmusk to slim down. RFK's success with Prez Trump will signal how he will do with the rest of America!

I love the new Comet browser from @perplexity_ai . It was so easy to move from Chrome, I wonder if Google can successfully defend its ad business in the long run..

I wonder if @LiquidDeath came up with the tagline "Cereal Criminal" first, then found a cereal company willing to have some fun, in this case, Post Consumer Brands, maker of Fruity Pebbles.

“When people get used to preferential treatment, equal treatment seems like discrimination.” Thomas Sowell.

I had an inkling the blowup between @realDonaldTrump and @elonmusk would happen at some point. I don’t think the planet is big enough for these two egos.

Pilots face high EMF exposure in cockpits. @HAVNwear apparel, awarded a U.S. Air Force contract, shields pilots by blocking 99% of EMF, reducing brain fog, boosting cognition, improving sleep, and supporting cardiac, immune, and metabolic health

Riddle: What's one of the most difficult healthy habits to maintain, while simultaneously requiring us to do nothing, therefore making it the easiest? That would be a fast. Susanne and I are in the middle of a 72-hour fast, and it's a super interesting journey mentally and…

Nobody is bullish.... time to leave the bear camp.

What I Read This Week… Venture capital in 2024 held steady but didn't return to 2021 levels, with U.S. firms collecting $76.1 billion (the lowest since 2019) across 508 new funds. Established players received most of the $76.1 billion, with the top 30 funds securing 75% of all…

Few investors believe that $NVDA will grow at this rate (78%) for much longer, and margins will likely compress over time. Nobody knows how frequently data centers will upgrade their servers in 3 years. $NVDA is now a value, not a growth play.

I just ordered @liquiddeath Dr. Death soda from Amazon to show my support for Make America Healthy Again. Ok, well I do have dead skin in the game as I'm an investor along with @scienceinc images.app.goo.gl/1By4PrYJ9oBUzs…

I am using Deepseek on @GroqInc for inference, and it's blazing fast.

Could $NVDA be showing we are in the later innings of this cyclical move in Semiconductors, or are we in early or middle innings?

It is early days in the AI race. Of course there are more breakthroughs to come and of course it will be an integral part of the fabric of civilization from here on out.

Vivek Ramaswamy is certainly intelligent and works extremely hard. He has to develop his listening and people skills if he expects to take an influential post in government. politico.com/news/2025/01/2…

I'd suggest to the incoming administration to cut $1 trillion to the budget (therefore killing inflation and reducing interest costs simultaneously) and then consider tax cuts after expenses are under control. See @RayDalio How Countries Go Broke.

Justin Trudeau is finally resigning. At some point, when the leader runs a country or business based on something other than meritocracy, it becomes mediocre.

If I had one of those jobs that AI will replace, I would put all my capital into AI companies right now, so that when I am fired, I'll have something to live on. If I had one of those jobs AI will replace, I would invest all my capital in AI companies to have something to live on…

Zoox Robotaxis Are Hitting Public Roads. From first principles, this is a better design than the Tesla Robotaxi. Sensors are mounted higher to give a fuller picture of the surroundings and there's more data with Lidar that also works better in inclement weather and road grime.…