Dan

@Breedlove22 Love this post - mixed with “Amor Fati” it’s perfection.

I lost my mother a year and a half ago and grief taught me something I wasn't expecting. Here's the Stoic technique that turned it into gratitude (from Letting Go by David R. Hawkins): All grief comes from attachment combined with the refusal to accept that everything is temporary. The more you depend on external things and people to feel whole, the more vulnerable you become to losing them. The Stoics had a practice for this called negative visualization (the primary other name for the Stoic practice of negative visualization is ''premeditatio malorum'', a Latin phrase translating to "the premeditation of evils" or "pre-studying a bad future") In any moment, hugging someone you love or drinking a glass of water, imagine this is the last time you ever do it (the goal is to wake up to what you already have before it’s gone). Because there will be a last time and it won't announce itself. I lost my mother a year and a half ago. There was a moment where I hugged her for the final time without knowing it. Sitting with that reality is one of the most powerful ways to activate genuine gratitude – gratitude that clears the mental clutter and puts you in a state where you can actually move forward. The book draws a line between the smaller self and the higher self: The ego is the illusion of separateness. Although this illusion can be useful at times, it distorts the underlying reality that everything is interconnected. Marcus Aurelius believed we are hardwired for service and connection & that living in that truth is where real fulfillment comes from. Here's the paradox that changed how I show up in relationships: Chasing love makes it harder to find. Your vibe attracts your tribe. I used to highlight my strengths, hide my weaknesses, and perform but it never worked. When I committed to showing up in radical truth I stopped dating entirely for over 2.5 years and met my wife 8 to 9 months after I started again – we built something real from the very first conversation. The energy you put into yourself is what gets reflected back to you by the world. The choice to live from love shapes everything – your relationships, your character, and the legacy you leave behind. I love you, mom. Thanks for all the wisdom you shared with me that I was too naive to understand. You gave me many lessons that continue to unfold even unto this day. Thank you for giving me a love for wisdom, and an ambition to learn to love wisely.

Here’s what happens to your body when you quit coffee for 30 days: Day 1 to 2: Headaches begin… 🧵

Ironically it’s gotten worse Genuinely considering just quitting this all together. Utterly disgusted with myself for not having the discipline to excel at trading long term. So many years and dollars into this shit and only got an addiction to show for it at this point it seems…..

Agriculture Deep Dive | Fertilizers - Part 1 🧵 Starting a series where we look at leading agricultural companies and their charts. First focus: fertilizer producers, the foundation of global food supply 🌾 Bear with me, it’ll take a bit to get through them all. Some today, others later. Producers : $NTR – Nutrien Ltd – Potash, Nitrogen, Phosphate – 🇨🇦 Canada $SQM – Sociedad Quí. y Min. de Chile – Potash, Phosphate – 🇨🇱 Chile $MOS – The Mosaic Company – Phosphate, Potash – 🇺🇸 United States $CF – CF Industries – Nitrogen – 🇺🇸 United States $YAR.OL – Yara International – Nitrogen, NPK – 🇳🇴 Norway $ICL – ICL Group – Potash, Phosphate, NPK – 🇮🇱 Israel $SDF.DE – K+S AG – Potash – 🇩🇪 Germany $2020.SR – SABIC Agri-Nutrients – Nitrogen – 🇸🇦 Saudi Arabia $ATT.WA – Grupa Azoty – Nitrogen, NPK – 🇵🇱 Poland $0297.HK – Sinofert Holdings – NPK – 🇨🇳 China $IPI – Intrepid Potash – Potash – 🇺🇸 United States $PHOR.ME – PhosAgro – Phosphate – 🇷🇺 Russia $NPK.TO – Verde AgriTech – Potash – 🇧🇷 Brazil $UAN – CVR Partners, LP – Nitrogen – 🇺🇸 United States $IFOS.V – Itafos – Phosphate – 🇨🇦 Canada Developers / Explorers $DAN.V – Arianne Phosphate – Phosphate – 🇨🇦 Canada $MNB.AX – Minbos Resources – Phosphate – 🇦🇴 Angola $GSP.V – Gensource Potash – Potash – 🇨🇦 Canada $KP2.L – Kore Potash – Potash – 🇨🇬 Republic of the Congo $EML.L – Emmerson plc – Potash – 🇲🇦 Morocco $PHOS.CN – First Phosphate Corp – Phosphate – 🇨🇦 Canada $PHO.AX – PhosCo Ltd – Phosphate – 🇹🇳 Tunisia $AEV.AX – Avenira Ltd – Phosphate – 🇦🇺 Australia $AMN.AX – Agrimin Ltd – Potash – 🇦🇺 Australia $AGR.AX – Aguia Resources – Phosphate – 🇧🇷 Brazil $SAGE.V – Sage Potash Corp – Potash – 🇺🇸 United States $MLP.V – Millennial Potash Corp – Potash – 🇬🇦 Gabon x.com/Kacper_PK_CH/s…

This is excellent!! Was going to write something similar, but Radigan beat me to it, and did it far better. You all should read this👇👇 We’re nearing the point of no return…

@davidsenra @pmarca So now we’re just making stuff up and presenting it as fact…hard to believe any of this is even remotely true.

Great men of history had little to no introspection. The personality that builds empires is not the same personality that sits around quietly questioning itself. @pmarca and I discuss what we both noticed but no one talks about: David: You don't have any levels of introspection? Marc: Yes, zero. As little as possible. David: Why? Marc: Move forward. Go! I found people who dwell in the past get stuck in the past. It's a real problem and it's a problem at work and it's a problem at home. David: So I've read 400 biographies of history’s greatest entrepreneurs and someone asked me what the most surprising thing I’ve learned from this was [and I answered] they have little or zero introspection. Sam Walton didn't wake up thinking about his internal self. He just woke up and was like: I like building Walmart. I'm going to keep building Walmart. I'm going to make more Walmarts. And he just kept doing it over and over again. Marc: If you go back 400 years ago it never would've occurred to anybody to be introspective. All of the modern conceptions around introspection and therapy, and all the things that kind of result from that are, a kind of a manufacture of the 1910s, 1920s. Great men of history didn't sit around doing this stuff. The individual runs and does all these things and builds things and builds empires and builds companies and builds technology. And then this kind of this kind of guilt based whammy kind of showed up from Europe. A lot of it from Vienna in 1910, 1920s, Freud and all that entire movement. And kind of turned all that inward and basically said, okay, now we need to basically second guess the individual. We need to criticize the individual. The individual needs to self criticize. The individual needs to feel guilt, needs to look backwards, needs to dwell in the past. It never resonated with me.

I broke my phone addiction in 30 days. • Screen Time down ~70% • Phone pickups down ~50% I reclaimed 4 hours 30 minutes per day. That's 1,635 hours across a full year. 68 days of life from a single behavior change. Here's exactly what I did (save this): 1. Grayscale Mode Put your phone on Grayscale Mode for the entire day. Grayscale Mode removes the colors to make your phone immediately less appealing and addicting. It takes 30 seconds to set up. If you have an iPhone, follow these steps: • Settings • Accessibility • Display & Text Size • Color Filters -> On • Grayscale Next, create a simple shortcut: • Settings • Accessibility • Accessibility Shortcut • Color Filters Now, if you triple-click the side button, you'll be able to toggle it on and off. For non-iPhone users, you can find instructions​ with a simple search. I kept my phone on Grayscale at all times and only removed it for specific reasons (like posting something that required me to see the color, looking at photos, etc.). It made me less interested in grabbing my phone for the random "just checks" during the day. 2. No-Phone Zones Set specific locations, times, and events where you won't have your phone on you. I called them No-Phone Zones: • Downstairs (kitchen, living room) • Creative flow time (from ~5-8am) • Family flow time (from ~5-7pm) • Family gatherings During these windows, my phone would be in a lock box or in a drawer in my office. If we were out at a family gathering, I would leave it in the car or in my wife's bag where I couldn't feel it. Specifically listing out these No-Phone Zones had the benefit of making it a clear rule that I could cement in my mind. Create your list of No-Phone Zones. Write it down if you need to. 3. Strategic Friction Even with the Grayscale Mode and No-Phone Zones, my phone addiction intervention would have been difficult to execute without this final piece of the puzzle. Motivation and discipline are never enough when you're trying to crack a deeply entrenched behavior. There's a theory in cognitive science called Choice Architecture, which is the idea that you can design your environment to make good choices easier and bad choices harder. Basically, I wanted to add strategic friction to make it much easier to adhere to my rules (and much more difficult to break them). Three primary ways I did that: 1. I locked my phone in a ​lock box​ during my morning creative flow (5-8am) and evening family flow (5-7pm). It was a timed lock so I couldn’t get it without emailing the company. 2. I left my phone far away from where I was going to be working. If I wanted to get it, I'd have to walk to the other side of the house or down a few flights of stairs to get it. 3. I added really low screen time restrictions to social apps. If I wanted to overuse them, I'd have to keep approving more time, which felt like letting myself down when I did it. Breaking the addiction is going to be difficult at first. Create strategic friction that helps you stick to the change. Make it difficult to make a bad choice. The Life Impact I'm not going to sugarcoat it at all: This was the single most powerful behavior change I've ever made in terms of the tangible impact and ripple effects on my life. That is not an exaggeration. I was more present, less stressed, and able to connect on an entirely different level. In short, I showed up more aligned with how my ideal self would. My capacity for deep work expanded significantly from simply placing my phone in another room or a lock box. I got more done, faster, at a higher quality bar. It was like the holy trinity of productivity improvement, with no fancy productivity tool required. Reviewing the research, this isn't surprising: There is clear ​scientific evidence​ that even having your phone in your pocket or on your desk reduces your cognitive capacity. I felt happier and less stressed immediately upon making the change. So, just keeping score... This was a single, zero cost behavior change that had the net effect of: • Improving my relationships • Improving my work • Improving my happiness To be completely transparent, just a few days in, the only negative thought I had related to the intervention was simple: Why didn't I do this sooner? I hope this is the push you need to make this change in your life. Start small and stick to it. Aim for a 10-20% screen time reduction week-over-week. Keep yourself accountable with a friend. Having now gone through it, I can guarantee you'll see and feel the positive impact immediately. Onward and upward.

@christinewrutzen?_r=1&_t=ZT-94iAsPAO0S6" target="_blank" rel="nofollow noopener">tiktok.com/@christinewrut… For those wondering

• Install a VPN, it should always be ON • Disable Face ID & Touch ID to unlock your devices in Settings • Temporarily disable (until next unlock) Face ID & Touch ID on an iPhone, press the side (power) button 5 times rapidly • Create a Shortcut to quickly access Lockdown Mode when appropriate (Mac, iPhone & iPad) Lockdown Mode prevents multiple attack vectors Police will use to "backdoor" software used to access, search and image your devices. Understand it. Use it. support.apple.com/en-ca/105120

6 signs your body desperately needs to reset from chronic stress (& you don't realize it): 1. Jaw clenching.

I'm Italian. I just got back from Rome. Over dinner, old friends and I started arguing about the same thing we always argue about: which cities in Italy are genuinely incredible but nobody ever talks about? We went back and forth for hours. By the end of the night, we had a list. 7 hidden cities that most people, including most Italians, will never think to visit, let alone move to. No crowds. No tourist markup. Insane quality of life. Thread 🧵

Interesting talk. "If you want to get rich, there are only 3 games that actually matter. Everything else is a distraction."

My son is 5 yrs old. I'll make sure that he listen to his podcast before he turns 10. No amount of schooling can teach what this guy has taught in 21 minutes.

Former CIA Sr. Operations Officer James Acuna just posted something that should stop every defense investor cold. Dubai Airport. Not Kabul. Not Kyiv. Dubai. The drone threat isn’t theoretical anymore. It’s arrived at the most surveilled, most “protected” civilian infrastructure on earth. And while institutions were busy commissioning another study, another committee, another delayed procurement cycle, the market has already told you exactly where to position. The the counter-drone and autonomous systems supply chain will be one of the biggest sectors this next decade: $ONDS — The backbone. Iron Drone Raider is a kinetic counter-UAS interceptor. This is precisely the class of system that should be deployed at every major airport globally. $170-180M 2026 guidance. 1.5B+ cash. Backlog up 180% in 60 days. $AMPX — You can’t run persistent drone defense without persistent power. Amprius is the battery supplier solving the endurance problem for defense drones. Higher energy density = longer loiter time = actual threat coverage. $OSS — Every autonomous intercept decision happens at the edge. One Stop Systems is the edge AI compute backbone making split-second autonomous threat identification possible. No edge compute, no autonomous counter-drone. Simple. $KRKNF — The threat isn’t just airborne. Subsea autonomous systems are the next domain being contested. Kraken owns the battery and sonar bottleneck at 6,000 meters. The same neglect that left Dubai Airport exposed is playing out underwater right now. Position accordingly.​ Note. This is not financial advice.

me questioning my past 5 years of decisions after reading

I often don’t share this kind of thing because it’s usually AI slop. But this article about building a Chief of Staff with Claude Code is one of the best real examples of agentic systems I’ve seen.

The neck is the foundation of your appearance.

This mans plays are insane. If you aren’t following him, what’re you doing???

Nobody tells women this about men💯💯💯

This is potentially the biggest Iran story nobody is talking about: the global insurance market may be heading toward a systemic crisis. Here’s why… Most people don’t realize London isn’t just a financial center it’s THE center of global insurance. Lloyd’s underwrites ~40% of the world’s marine cargo. Ship sinks, port gets bombed, canal gets blocked the bill lands in London. This is why the UK punches above its weight. Not the Royal Navy. Not diplomacy. Insurance. Control insurance, control trade. And London doesn’t just control the 90% of global trade that moves by sea. Lloyd’s and the London market are major insurers of almost everything skyscrapers, factories, ports, satellites, entire supply chains. You can’t participate in public markets or raise large amounts of capital without insurance. Now, the normal playbook for war risk is repricing, not cancellation. Canceling coverage entirely is a massive escalation in underwriting posture. It signals something beyond risk, it signals uncertainty so deep the underwriter can’t even price it. The question everyone should be asking: why? Why not just jack up premiums and make a fortune off the crisis like they did in the Black Sea off Ukraine? To answer that, you have to understand WHY London has maintained a stranglehold on global insurance while losing nearly submarket related to ships. The answer: better intelligence. It is no coincidence that MI6 headquarters sits directly across the Thames from the @IMOHQ, the world’s maritime regulator & a short distance from Lloyd’s itself. I have no proof of a direct pipeline, but it has long been speculated in the industry that intelligence flows from MI6 to Lloyd’s. Having the best intel in the world would be the single greatest competitive advantage any insurer could possess: the ability to price risk that competitors can only guess at. Here’s the problem: the majority of MI6’s intel doesn’t come from its own agents. It comes from Five Eyes the alliance comprising the US, UK, Australia, Canada, and New Zealand. And within 5Eyes, the dominant partner is obvious. The CIA, NSA, NRO, etc generate the lion’s share of intel. So if Lloyd’s pricing advantage flows from MI6, and MI6’s best intelligence flows from the US… what happens when that data pipeline gets throttled? All indications are that @Keir_Starmer was blindsided by the size and scope of the US/Israel strikes on Iran this weekend. That alone tells you something about the current state of transatlantic intelligence sharing. And we know there has been serious anger in Washington over the UK’s decision to sell Diego Garcia, home to America’s most strategically important base in the Indian Ocean, to Mauritius. It is not a huge leap to conclude that the submarine cables linking Langley to London have gone dark, or at minimum have been significantly throttled. What this means for UK national security is a question for the Brits. But what it means for EVERY company globally that’s insured through the London market has massive implications for the entire financial system. Because most large insurers worldwide don’t do independent intelligence work. They index off Lloyd’s rates. If you’re insuring a skyscraper in Tokyo, a semiconductor fab in Taiwan, or a port in Argentina you get a Lloyd’s quote, then shop that price around. Other insurers see Lloyd’s number and assume the diligence was done. They price accordingly. This means if London is suddenly flying blind it’s not just Lloyd’s policyholders at risk. It’s the entire global reinsurance chain. The cancellation of war risk coverage on ships isn’t the crisis. It’s the canary. If this hypothesis is correct, we could be looking at a systemic repricing event across global insurance markets…. the kind of cascading uncertainty that defined 2008 and COVID. Watch Lloyd’s. Watch reinsurance spreads. What Five Eyes. That’s where this story, and possibly Wall Street, breaks. CC @BillAckman