Internal Medicine Physician • Investor • Opinions my own
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Joined August 2010
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Two Thoughts
1. When you are content, you cannot be seduced.
2. Incentives drive human behavior.
The Fence or the Ambulance
'Twas a dangerous cliff, as they freely confessed,
Though to walk near its crest was so pleasant:
But over its terrible edge there had slipped
A duke and many a peasant;
So the people said something would have to be done.
But their projects did not at all tally:
Some said, "Put a fence around the edge of the cliff"
Some, "An ambulance down in the valley."
But the cry for the ambulance carried the day.
For it spread to the neighboring city:
A fence may be useful or not, it is true,
But each heart became brimful of pity
For those who had slipped o'er that dangerous cliff,
And the dwellers in highway and alley
Gave pounds or gave pence, not to put up a fence,
But an ambulance down in the valley.
"For the cliff is alright if your careful," they said,
"and if folks even slip or are dropping,
it isn't the slipping that hurts them so much
as the shock down below-when they're stopping,"
So day after day when these mishaps occurred,
Quick forth would the rescuers sally
To pick up the victims who fell off the cliff,
With their ambulance down in the valley
Then an old man remarked,
"It's a marvel to me
that people give far more attention
to repairing results than to stopping the cause,
when they'd much better aim at prevention.”
“Let us stop at its source all this mischief,” cried he.
"Come neighbors and friends, let us rally:
If the cliff we will fence, we might almost dispense
with the ambulance down in the valley."
"Oh, he's a fanatic." the others rejoined:
"dispense with the ambulance, Never!
He'd dispense with all charities, too, if he could:
Nо , по! We'll support them forever.
Aren't we picking up folks just as fast as they fall?
And shall this man dictate to us?
Shall he?
Why would people of sense stop to put up a fence?
While their ambulance works in the valley?"
But a sensible few who are practical too,
Will not bear with such nonsense much longer
They believe that prevention is better than cure
And their party will soon be the stronger
Encourage them, then with your purse, voice and pen
And (while other philanthropists dally)
They will scorn all pretense, and put up a stout fence
On the cliff that hangs over the valley.
In the right stock, averaging down can be a good idea. Buy while others are selling. Time will reveal the truth
Whatever the complexities of the puzzles we strive to solve and whatever the sophisticated techniques we may use to collect the pieces and store them, there can never be a time when the thoughtful man can be supplanted as the intelligence device supreme.
- Sherman Kent
Be in control
Barbell strategy for killing it in an age of superhuman AI:
Simultaneously get as close to AND stay as far away from AI as humanly possible.
1. Get close — play with AI models, use them to help you think, ask them to teach you about the world, get them to help you create, work with them to write code, understand what makes them tick, embed them into your everyday life, have fun.
2. Stay far away — learn to tell stories, make eye contact, build a team, lead with courage, connect far-flung ideas, build lifelong friendships, debate persuasively, think forbidden thoughts, handwrite ideas, confess your fears, fall in love.
Spend less time trying to master mental transformations that are purely mechanical — building spreadsheets, analyzing trades, balancing accounts, writing code by hand, following playbooks, searching for needles in haystacks. These are the emerging no-man's land, squarely the domain of AI.
Venture to the extremes. That’s where all the fun is anyway.
What is investing?
It’s you give your money to someone/something else in the hope you’ll get more later.
- Howard Marks
A study suggests patients on GLP-1s may receive more antiemetics, sedatives/hypnotics, proton pump inhibitors, laxatives, histamine-2 receptor antagonists, and antidiarrheal drugs. Also gastroesophageal reflux disease and esophagitis were more common after starting GLP-1s, while peptic ulcer disease and endoscopic procedures occurred more frequently after starting SGLT-2s. Nutrient deficiency and unspecified anemia were more frequent among users of GLP-1s. acpjournals.org/doi/10.7326/…
