BC HEALTH
Saved by @Alex1Powell

It's a very different perspective when we realize that our bodies consist of an entire ecology of bacteria and viruses that are also passed to our ancestors. Mammals rear their young and as a consequence transfer the microbiome and virome to their offspring.

 What does it mean to treat our individuality as ecologies? We are all ecologies existing in other ecologies. Nature is constantly performing a balancing act across multiple scales of existence.
There are bacteria and viruses that are unique to your ancestry as that of your own DNA. They have lived in symbiosis with your ancestor and will do so for your descendants.
It is an empirical fact that the microbiome in our stomach can influence not only our own moods but also our metabolism and thus our weight and health.
It is also intriguing to know that brains evolved out of stomachs and that our stomachs contain hundreds of millions of neurons. Humans can literally think with their gut.
But when we think with our gut or if our gut is influenced by the microbiome and virome, then we can't really claim that we act completely independently of the ecology we carry.
When we claim that the mind is inextricably connected to the body, do we also mean that it is also connected to the microbiome and the virome. That is organisms that have evolved independently of our DNA?
When we speak of the epigenome that expresses traits based on its environment, are we not also talking about the environment that also includes the microbiome and virome?
This also places in question the tired debate of nature vs nurture. Can we truly create a crisp boundary between the two ideas. Is there really such a thing as a core nature now that we realize that it's more than our DNA that generates who we are?
We are the holistic sum of a milieu of processes, processes that our epigenome is in constant interaction with. These processes include our local ecology and the much wider culture that we live in. This happens at a multitude of scales and thus under an unimaginable complexity.
The discovery of quantum mechanics revealed the fuzziness of the most elementary of things. It also revealed the inescapable subjectivity of reality. The discovery of the complexity of biology also has revealed both but at the scale of our individuality.
We are walking ecologies analogous to the fuzziness and subjectivity intrinsic in every atom that we consist of. It is irreducible complexity and subjectivity all the way down.
@threadreaderapp unroll

More from Carlos E. Perez

Carlos E. Perez
Carlos E. Perez
@IntuitMachine
We wake up each day with the same attention budget as everyone else. This is the one thing all humans equally share.

Spending that attention budget by doing this is what gives meaning to our lives.

It's is only through doing that we learn. It is only through learning that we find meaning.

Yet many of us waste attention budget exclusively on consumption. Seeking the random dopamine hits that tickle our curiosity. Yet we seek only the convenient things to do.

Activities that are convenient, that takes little effort don't consume a lot of attention. But enough of these small distractions will. But unfortunately, there's little learning taking place.
LIFE
Carlos E. Perez
Carlos E. Perez
@IntuitMachine
The interview with CNBC of @chamath is a much watch because there is so much insight hidden underneath.

There are many things that caught my attention. The one thing was the abstraction that hedge fund strategies are all 'momentum' plays. What it seems to imply is that the marshaling of resources at an opportune time drives the future behavior of a stock.

From basic physics, we know that momentum is mass times velocity. So any 'momentum' tactic employs the variation of mass, velocity or both. Wrt stocks, mass is money and velocity is speed of trade.

We cannot argue that there are benefits of scale associated with having more money. Also, high-frequency trading has shown the value of high-speed trading. So in an abstract sense, market manipulation can involve a kind of momentum play.

The objective of stock trading is to buy a financial instrument at a low price and sell it at a higher price. The purpose of a momentum play is to front-run the decision process of other traders such that one acquires the assets before a decision is made.
BUSINESS
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Carlos E. Perez
Carlos E. Perez
@IntuitMachine
It is astonishing that most of cognitive science ignores an obvious reality. That there are two kinds of humans.

Tomasello has a very credible hypothesis that what distinguishes humans from the great apes is the inclination towards shared intentional behavior. What is innate is the disposition and like personalities, it is what defines our cognition as we grow.

If cognitive preference is so critical in cognitive development then why is it that we seem to have completely ignored the difference in cognitive preferences between men and women?

Humans are that species of primates that wandered out into the savannah. The savannah is different enough from a dense jungle to exert the evolutionary pressures that encourage the development of planning and forecasting skills.

Furthermore, human infants required a disproportional amount of effort to rear. This meant the specialization of roles between women who were responsible for rearing offspring and men who were responsible for bringing home the bacon. Failure in either implied death.
SCIENCE
Carlos E. Perez
Carlos E. Perez
@IntuitMachine
I woke up realizing that there is something very wrong with thinking in categories and classifications. Many people accept the idea that this kind of thinking is at the core of abstract thought.

Douglas Hofstadter argues otherwise in a very thick (not dumb in the Brit sense) book of his ('Surface and Essences') where he argues that analogy is at the core of thinking. You'll have to read his book, specifically the last chapter to understand what he means.

The problem with categories is that they create artificial boundaries that are too crisp. But we know that when we master any subject that there is a distinct fluidity between concepts. The master seems wrong from a by-the-book novice because he keeps on breaking definitions.

Analogy making employs the tacit knowledge gained through experience to adroitly navigate between similar and competing concepts. A master has an intuitive feel of the vocabulary he employs to create expressions that have previously never been heard.

Biological brains feel their way through their realities. Something feels like red because our interactions with that thing feels the same as if it was red. We do not see the color red, we feel the color red. There is no red in this picture:
LIFE
Carlos E. Perez
Carlos E. Perez
@IntuitMachine
Conscious and conscience are two words that share the same origin but mean two different things. The bias against explanations of consciousness comes from the conflation of these two words.

In addition, the question of free will is also adjacent to the notion of both consciousness and conscience. The ideas of consciousness, conscience, and free will serve as the foundation of justice in our civilization. (care to add another?)

So when we see people fail to condemn an act that is morally repugnant, we wonder if they have a conscience. But we don't wonder if they are conscious. When we incarcerate a person, we ask if they had "free will" but we inquire if they were 'conscious' during the crime.

The presence of consciousness and free will imply sentience. Which is the same as conscious and sounds just like a conscience. Our biases have muddled all the words together to likely mean the same thing.

The words that we use today continue to evolve. The same word can have a different meaning in the past. The word empathy is a recent word invented in the early 1900s. Originally it meant to place oneself from the viewpoint of a thing. Today we don't use it in this way.
LIFE

More from Health

Dr. Adam H. Domby
Dr. Adam H. Domby
@AdamHDomby
Now you know I love to sh-t in Harvard. But I also like accuracy. So I decided to go look at Harvard’s catalog to see its lack of military history that this article describes (they only teach history of pets it claims) and what I found shocked me! Shocked me! A thread: 1/


First off, Harvard students literally have multiple sections of military history that they can take listed. (It appears these ones are taught at MIT, so they might have to walk down the street for these) but... 2/


Say they want to stay on campus...they can only take numerous classes on war and diplomacy...3/


They have an entire class on Yalta. That’s right. An entire class on Yalta. 4/


But wait! There is more! They can take the British Empire, The Fall of the Roman Empire for those wanting traditional topics... 5/
HEALTH
shira has OCD and ADHD
shira has OCD and ADHD
@shiraisinspired
So many people don’t realize that they have OCD because actual obsessive compulsive disorder is rarely talked about openly. So here are the basics: 🧵(thread)

I think that a lot of people forget that OCD is a mental illness, emphasis on the MENTAL. When it’s portrayed on TV, it’s always shown as a very behavioral disorder. And while it’s true that overt behavioral compulsions are part of OCD, they don’t begin to tell the whole story

OCD stands for obsessive compulsive disorder. That’s obsessive thoughts and compulsive behaviors. The OCD cycle is the cycle of obsessions that lead to compulsions that lead to more obsessions that lead to more compulsions etc etc etc.

People with OCD experience intrusive thoughts (which become obsessions.) Intrusive thoughts are unwanted and invasive, and they’re generally REALLY disturbing. It’s a common misconception that people with OCD are exclusively concerned with tidiness and cleanliness. This is false

TW/ OCD subtypes

Intrusive thoughts can be about anything, but there are a few common “subtypes” of obsessions. These include harm OCD, self harm OCD, sexual OCD, pedophelia OCD, relationship OCD, contamination OCD, religious OCD, moral OCD, health OCD and “just right”
HEALTH
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Insomnochick
Insomnochick
@insomnochick
I am no psychiatrist or therapist, but I have been on the receiving end of verbal abuse, multiple times over decades, and managed to escape and recover from (most of) the trauma. I'm not sure that really "qualifies" me to say the following, in the academic sense, but...1/

I am seeing the press engaging in what I would call verbal abuse. When you invite a "guest" onto a program to present his or her POV, or to discuss their "expert" opinion on a subject, and then laugh at them, roll your eyes and talk over them, ask only rhetorical questions 2/

...and then accuse the guest of harming/doing disservice to the audience, you are behaving like an abuser. You are "informing" no one of anything other than your willingness to bully and abuse other human beings. Hosts with honest disagreements can and should ASK questions 3/

The hallmark of sincere disagreement is the listener who first checks for understanding of the speaker's POV, then asks why they say that. The host could challenge their arguments on the merits, with their evidence, then allow the guest to respond. This is how adults act. 4/

Immature, irrational, indoctrinated, and/or abusive, people talk OVER, mock, belittle, and accuse guests with different points of view of being "dangerous" or "harming" viewers/listeners. This is the behavior of deeply insecure people who know their ideas lack merit. 5/
HEALTH
Tamar Haspel
Tamar Haspel
@TamarHaspel
Let’s talk about ORGANIC.

Robert Paarlberg’s new book on the food system is out today, and here’s an excerpt.

He’s not a fan of organic, and he makes some good points but misses others.

Here we go.

Organic's biggest shortcoming is that you need more land to grow the same amount of food.

The yield penalty happens in almost every crop, in almost every study.

The gap could narrow with more research/varieties, but it won’t go away.

This has big, bad climate implications.

The second issue I have with organic, which Paarlberg shares, is that its basic criterion is naturalness.

Natural doesn’t mean safe, or even safer. A farming standard based on it forces farmers to sometimes use more dangerous, less effective tools.

On human health, there’s scant evidence that pesticide residues on conventional produce are harmful to consumers (though it’s possible farmworkers could be at risk).

What I don’t want is for folks who can’t afford organic to worry about feeding their kids conventional produce.

On the plus side, Paarlberg acknowledges that the organic standard has some real advantages for animal welfare.

This is why I buy organic animal products.

Many in the organic world would like more regs ensuring animals have decent lives.
HEALTH
Manish Dhawan.
Manish Dhawan.
@mysticfuture
Spoke with my neighbour. A type 2 diabetic on medications and realized even now there is so much ignorance on this subject. I have done extensive research on this subject (was forced 2 after being diagnosed)

Here sharing it with you all. retweet it, it may save someone's life.

My Neighbour said his hba1c is 7. Everything is fine, he just needs to bring it below 6.9 and he would be fine.
That is just baloney! anything more than 5.6 will result in all kind of complications (Kidney failure,retina failure (blindness) amputations& heart attack etc etc

When i told him the benifits of intermittent fasting and fasting, My neighbour Nitin said, I cannot fast as doctor said i need to eat 5 -6 times a day.

FACT: If you are NOT on any insulin enhancing drugs. you can fast as much as you want. (metformin is OK)

to which he said These drugs r permanent & progressive, you can never stop using them.
FACT: if you can change your diet, you can change your sugar and insulin levels and no longer need these drugs. (advise not aplicable to type 1 diabetics, they wud always need insulin injection

Diet, I am on diet precribed by WHO.
FACT: Fuck WHO, and don't eat carbohydrates. infact another name of diabetes is carb intolerance. You can never acheive 5.6 or lower while eating your rice and roti.
HEALTH

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Techno Funda Investing
Techno Funda Investing
@TechnoFunda6
Thread 🧵explaining #ROE & #ROCE and its use in #FundamentalAnalysis

(Must read for #FA learners)

🙏Like & RT to spread learning with all 🙏

Views Welcome 👉 @dmuthuk @Vivek_Investor @datta_arvind @caniravkaria @FI_InvestIndia @AdityaD_Shah

#FundamentalAnalysis #StockMarket


1⃣

Return on Equity (#ROE) and Return on Capital Employed (#ROCE) are two important Financial Ratios used in #FundamentalAnalysis of Stocks.

#StockMarket #Investing

2⃣

Return on Equity (ROE) is the ratio of Net Income (Net Profit) of a company and it’s Total Equity (Shareholder's Equity).

Here - Shareholders Equity = Share Capital + Reserves & Surplus.

#StockMarket #Investing #FundamentalAnalysis


3⃣

#ROE is a measure of how much net profit a company is making for every rupee invested by its shareholders in the company.

It can be said that higher the ROE, better it is for the equity shareholders. It tells shareholders about how effectively their money is being used.

4⃣

However, you should not trust high ROE blindly. Biggest drawbacks or weaknesses of ROE is that it completely ignores debt.

Hence for companies having high levels of debt, ROE will give a higher but misleading value & therefore we need to look at #ROCE along with #ROE.
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Khatvaanga
Khatvaanga
@khatvaanga
Starting my 2nd thread on Sringeri Parampara. This will cover the Jagadgurus after Sri Vidyaranya to Sri Shivabhinava Nrisimha Bharati.

It is really very tough to match the brilliance and achievements of Vidyaranya. After whom came 15 - Chandrashekara Bharati [1386-1389].

The next Acharya was Nrisimha Bharati [1389-1408]. Harihara raya found a town for this Acharya - Narasimhapuram. Acharya helped the king by guiding him in political affairs. He also initiated the kind with mahamantras for spiritual development.

Subsequent Acharyas were
15-Puroshottama Bharati [1408 - 1448]
16-Shankara Bharati[1448 - 1455]
17-Chandrasekhara Bharati II [1455 - 1464]
18- Nrisimha Bharati II [1464 - 1479]
19-Puroshottama Bharati II [1479 - 1517]

20-Ramachandra Bharati [1517 - 1560]. Sadashiva Raya was emporer of Vijayanagara during this time.
21-Nrisimha Bharati III [1560 - 1573]
22-Nrisimha Bharati IV [1573 - 1576]
23-Nrisimha Bharati V [1576 - 1600]

24-Abhinava Nrisimha Bharati [1600-1623]. When he visited Malahanikareswara temple for first time he noticed there was no Vinayaka there so he took piece of turmeric and drew outline of Ganesha on a pillar and offered puja.
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Nikita Poojary
Nikita Poojary
@niki_poojary
One of the most successful stock trader with special focus on cash stocks and who has a very creative mind to look out for opportunities in dark times

Covering one of the most unique set ups: Extended moves & Reversal plays

Time for a 🧵 to learn the above from @iManasArora

What qualifies for an extended move?

30-40% move in just 5-6 days is one example of extended move

How Manas used this info to book


Post that the plight of the


Example 2: Booking profits when the stock is extended from 10WMA

10WMA =


Another hack to identify extended move in a stock:

Too many green days!

Read
SCREENERS , A SCREENER
Vibhu Vashisth
Vibhu Vashisth
@VIBHU_Tweet
MAHARAANI TARARANI: THE QUEEN OF MARATHAS

Rani Tarabai was the brave daughter-in-law of Chhatrapati Shivaji and one of the greatest medieval Monarchs India ever had.
She was born in 1675 to one of the bravest commander-in-chiefs of Shivaji's Army named Hambir Rao Mohite.


Tarabai was just 8yrs old when she was married to Shivaji's younger son, Rajaram. Mughals and Marathas were constantly at war with each other. Shivaji was crowned the ruler of the Independent Maratha Swarajya in 1674 which was established by him.


However,the great leader died in 1680&the Maratha Samrajya went into a complete&total chaos.Marathas saw some very tough times ahead. In 1689,when Raigad Fort fell to the Mughal Army of over 15000,Shivaji's first wife Saibai and his elder son Sambhaji were captured&put to death.


Sambhaji's wife and son Shahu were taken prisoners to the Mughal court. During the same battle, Shivaji's second son Rajaram(Tarabai's husband) , who was the heir to the throne now, managed to escape using a disguise. He made his way to the Gingee Fort in Tamil Nadu.


Mughal General Zulfikar Khan, however, followed them to Gingee laying siege to the Gingee Fort. From 1690-1698,This was the longest siege by a Mughal Army of any Fort which stands testimony to the military and diplomatic credentials of Rani Tarabai.
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Pran Katariya
Pran Katariya
@KatariyaPran
The Straddle is my favorite trade these days. But more often than not, one needs to adjust to make a good return from it. There are many ways to do this depending on your view, psychology and imagination. Will discuss a few that I use

The Straddle is a delta neutral strategy and it is important to keep deltas in check during the course of the Trade and not let them run away from you. Of course Volatility is the elephant in the room- but not going there as that will require a separate discussion

The first and most common method is to go 'inverted.' That is to say to shift the untested side to generate additional Premium and increase the runway to Breakeven. So if you start with a Straddle at 700 and price goes to 740, you can move the PE up to say 720.

How much should you move the untested side? While again this is a matter of skill, experience and artistry, the rule of thumb is to cut deltas by half. Remember, prices will move and you have to allow sufficient room for them to fluctuate

The second method is to shift the entire Straddle in the direction of the move. So if you have a 700 Straddle and Price goes to 740, you can shift the Straddle to 720. If you time this right, it can generally be done at virtually no cost or minimal cost.
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