
Mike
13.6K posts

Mike
@michalsz
Trailblazer. Inquirer. Connector of the dots. Tweets don't necessarily reflect the views of my employer or my more informed future self.












The Kazakhastan government hiked taxes and royalties on uranium mined in the country. Since Cameco $CCJ buys its #uranium from its JV partner, its cost base is about to go up - permanently. And its profits from JV Inaki are about to bite the dust - permanently. Will the long-term capital (mis)managers running Cameco stop signing long-term agreements giving away the family silver? Or will they continue running the company into the ground, while passive investors cheer? ETFs in small commodity markets cause severe distortions. By rewarding the likes of Cameco, passive flows are encouraging Cameco's madness and keeping active investors away from this sector. $URNM














My annual MRI scan gives me a USB stick with the data, but you need this commercial windows software to open it. Ran Claude on the stick and asked it to make me a html based viewer tool. This looks... way better.


The Capital Requirement changes by OSFI in 2026 should finally put a (long-overdue) end to "BRRRR" (Buy, Rehab, Rent, Refinance, Repeat). It will no longer be possible for a mortgage to qualify as "General Residential Real Estate" if the income was used to support that classification on another property. What does that mean? Less leverage, income-producing residential real estate will require more cash flow, and (hopefully) higher interest rates for higher risk mortgages... osfi-bsif.gc.ca/en/risks/real-…








This is the definitive conversation on Alpha School with @jliemandt, who is the school’s principal and backer. What if kids could learn in two hours a day, test in the top 1% nationally, spend their afternoons mastering other great skills, AND love school more than vacation? What sounds impossible is already happening at Alpha. If you are a parent like me, it’s impossible not to wonder how to make sure your kids will benefit from this enormous innovation. We explore everything in exhaustive detail—the learning science, the role of software and AI, the central role of motivation, the challenges of scaling to ALL kids, and more. Joe is one of the most successful entrepreneurs in history, who has now decided to devote his next two decades to ushering in a new era of education. I hope this becomes a historically important episode. Timestamps: 0:00 Intro 0:54 What Is Alpha School? 4:02 The 200-Year Education Problem 8:06 Two-Hour Learning 16:41 Academic Results & Efficiency 23:51 AI-Generated Personalized Lessons 35:03 EdTech Fails Without Motivation 41:18 Life Skills & Afternoon Workshops 1:13:35 Gamification 1:29:09 Scaling Challenges 1:46:52 Video Games for Education 1:54:07 Joe's Background & Trilogy 2:14:22 Lessons from Mentors 2:32:29 The Kindest Thing







