Categories
Finance Travel

Day 1568 and New Era Exceptionalism?

Overweighting the American markets has been the default in finance for decades. The growth of the magnificent 7, the “exorbitant privilege” of the American dollar, and the security of the defense umbrella of our alliances bolstered treasuries.

American exceptionalism has been rocked with Liberation Day and the subsequent fallout for many. Nobody in business in or with America slept for two weeks straight.

But for me it’s always traveling abroad that changes how I feel about America’s place in the world. If you’ve been following along with my hyperbaric chamber oxygen therapy saga you may know I was in Istanbul touring a factory.

I happened to have a slight medical emergency when a meiborn gland infection popped up on my eyelid almost overnight. Walking into a hospital and receiving exceptional care in no time at all was mind blowing.

Seeing is believing. I’d heard Turkey’s clinics were the best in the world but now I know it. I cannot wait to come back for a more thorough look at my medical situation.

Being born an American has been the privilege of a lifetime. My passport has shown me the world. And even as I do what I can to help to make Montana the friendliest place to do the business of the future I can’t help but fear America has lost more than a step.

Istanbul feels like a modern city in the vein of Shenzen. Growth and construction is everywhere even as you can visit mosques and hammam from when Constantinople was the crossroad of empires.

Categories
Biohacking Medical Travel

Day 1567 and Turkish Health Tourism

I had not planned it this way but I had a repeat of the meiborn gland issue that got me sent to hospital in February. I had, in just four short days, a chalazion turn into hordeolum aka an infected cyst.

It’s probably a side effect of the IL-17 biological I am using. I had a mold exposure over the winter in our bed room so who knows. Sucks to be me. This is why I’m excited about new technology for healing like HBOT.

It needed a doctor to perform an incision and curettage. I asked the concierge at my hotel for a clinic and I walked five minutes to an enormous glittering skyscraper of a hospital. Many of those hospitals are run twenty four hours a day.

I walk in with no appointment. They immediately find me a medical translator. I’m checked in within fifteen minutes. I get a full eye exam and a seen by a doctor who instantly diagnoses it.

Next thing I know I’m in the chair with a local anesthetic and she is slicing, draining and disinfecting. She gets me my post treatment protocol. A pharmacy delivers the prescriptions in 9 minutes. Now this is healthcare.

Within the space of an hour I’m fixed up and sent home to eat. I’m sitting down to grilled octopus and prawns by the Bosporus in no time. I needed a protein filled lunch to take my antibiotics.

Categories
Culture Startups

Day 1561 and Just Don’t Die

I’m noticing a trend among more and more of my social circles of fear, confusion, depression and malaise. Which let’s be frank isn’t at all irrational given (hand waves) all this.

Rapid changes in technology are slamming into geopolitical changes and it is scaring the shit out of all kinds of people. Personal politics aside, many of the institutions, alliances and people we lived with our entire lives are changing.

But the rate of change is exciting! So much of what we took for granted in our youths is simply changing. Maybe (ok definitely) some of it will be worse for parts of it. It’s normal to be afraid of change. But what if we just need to survive the change?

I’ve been in tech my entire life. I was raised in it by my family. My father absolutely loved gadgets and hardware of all kinds and dove headfirst into selling software. I married someone who works in it with me.

I went to work in it by taking my skills in understanding new tools and translating it to an industry that adopted all of it. What an incredible privilege it was.

I worked in fashion and cosmetics so it was a mixed back but many incredible creative talents made and sold clothes that simply wouldn’t have been possible in an earlier more closed era.

The changes my father and I went through feel like slow lumbering industries compared to the rapid iteration of tooling we are seeing now. How we make things is being changed in ways that is almost impossible to keep up with.

I want to survive the Jackpot of change that is upon us. That’s a William Gibson reference. I agree with Bryan Johnson. Just don’t die. Imagine what we will find on the other side.

Categories
Biohacking Medical

1560 and Signs to Act

I’ve been holding myself a bit back from the world as I’ve been trying to take care of myself and lay low. Too much system input and a spate of bad luck (housing and health issues) made for a bumpy time.

So while I’ve been steadily attempting to stay online for some information flow my epistemic hygiene has mostly consisted of “staying offline” and working through routines that provide positive feedback loops.

I’ve been keenly interested in hyperbaric chamber oxygen therapy from both my very effective first set of treatments and the experiences I’ve seen in my own social circle. Everyone from local Bozeman friends (mostly men) working through injuries and chronic issues to tech’s favorite health billionaire Bryan Johnson have shared their enthusiasm for the therapy. It quite frankly just works.

We’ve acquired one (and am researching another provider that Bryan himself owns) as I’m exploring businesses that would allow us to bring them to Montana. Step one will be letting our friends come use ours in the barn! S

tep 100? Maybe MilFred Industries ends up with a wellness brand. I’ve certainly got extensive experience in every adjacent category from fitness (Equinox) to branded wellness (Goop) and direct to consumer cosmetics (Stowaway) so anything is possible.

Categories
Biohacking Medical

Day 1559 and Auto Pilot

I like routines as much as the next autist. Which is to say I like them quite a lot. But I don’t care for being on autopilot as I go through my day.

Being present feels better than disassociating from the moment. I can’t help but feel like running a subroutine with little attention is a bit like falling away from myself.

I was in a hyperbaric chamber oxygen treatment session today and found myself struggling to breathe. The chamber I am using has an oxygen concentrator which is meant to flow at 100%. But I could barely feel anything in the tubes and found myself taking the mask off to get a breath. The ambient air for comparison is 21%.

Had I been on autopilot maybe I wouldn’t have noticed. I think there was an issue with the valves in the chamber but the technicians didn’t seem to take my explanations particularly seriously.

They kept insisting that it automatically adjusted to my breathing. I kept trying to increase the flow using different breathing techniques like Wim Hoff and square breathing but nothing seemed to work.

I still feel off. Like I’ve got altitude sickness or pneumonia. I can’t catch my breath. If anyone knows anything about HPOTech I’d love to know if it being at 23% means anything so I can figure out if there is a valve issue or if that was just it being at the end of the session.

Categories
Finance Politics

Day 1558 and Basis Point Bullying

I’ve tried not to pay too close attention to the panicked aftermath of the new tariff regime.

I don’t trade the public markets actively and we’d already made preparations in our personal financial lives for a deleveraged dollar. It seemed clear where things were headed and weakening the dollar solves a couple problems for America.

I am a free trader. I believe in open markets as the most effective means we currently have at our disposal for large scale coordination that works with human nature.

Nevertheless the allure of central planning and collectivism is hard to resist for those in power. The market will adapt and find other ways of allocating assets but the wasted energy of a crisis frustrates investors. Damming the waters only impeded flow.

Each basis point drop saves America 1 billion according to Secretary Bessent. So we’ve an incentive to nuke 30 basis points and keep yields low. And yet the 10 year is still stubbornly high.

The exorbitant privilege of Bretton Woods comes with the fears of a centralized currency managed by technocrats who must give guidance to markets without providing too many surprises.

I grew up with a significant amount of skepticism around the federal reserve and its places to hippie parents and the University of Chicago but even I never thought I’d live to see this kind of test. And I am a Bitcoiner! Maybe Silicon Valley will finally find out what bargain we have with Uncle Sam.

Categories
Culture

Day 1557 and Care and Maintenance

The first stress test of our brave new order has arrived and the markets are pissed. Millennials will notice it shortly as tariffs are hitting Internet native homoglobo products particularly hard.

Many bills are coming due. And when you’ve let things go for too long it’s hard to maintain your current needs let alone build for new ambitions. America has a lot of debt and it’s time to crash the dollar.

But perhaps we can’t take care of anything in our lives and the currency is just a small part of our issues. The tariff crisis is a symptom of a wider issue of value in our own lives. We don’t treat any of the things in our lives as if they have value.

“Can the average house be maintained by the average person?” sounds like a nonsense question at first blush but I think it’s an important one?” Simon Harris

This is a problem across all areas of our lives. We don’t know how to maintain anything. It’s not just housing. People don’t know how to care for wool, leather or textiles any longer.

Many items in our lives are meant to last with care and maintenance. But these skills aren’t passed down any more. We stopped mending at home and it’s bubbled up from there.

Categories
Politics

Day 1556 and Market Mania and Mold

I’ve had a week of poor sleep that feels like it’s catching up with me. My mood is sour and my mind is mush. This sort of state leaves me with anxiety.

The running joke in the family is that anytime the markets are about to go off I feel it in my body long before it hits the Bloomberg terminal.

I vividly remember the day Silicon Valley Bank collapsed as I had a terrible migraine. I had a sense in the days before I can only describe as snowblind. An informational blizzard of such density and intensity it turned every vantage into a blinding sameness.

It’s possible I’m a mess as the whole week was a mixture of market mania thanks to “Liberation Day” tariffs along with other personal life challenges like mold remediation.

I feel anxious about everything which is to say I am not anxious about anything. It’s simply pervasive. If past market issues caused snowblindness this feels more like swamp gas. It stinks, is favored by conspiratorial types and is a fantastic excuse for seeing things you shouldn’t.

Categories
Aesthetics Culture

Day 1554 and Complex Coordination

I’ve never been much for listening to music while I do work. I’ve always found it distracting if not downright annoying. I don’t really believe I’m capable of multitasking. If a task requires my focus and coordination it will get the sum of it.

I’m not convinced anyone is particularly good at it if the studies on focus and multitasking are to be believed. Task switching costs, reduced cognitive efficiency and mental fatigue are typical indicators of the distraction of multitasking.

I was given a reminder of the strain of complex coordination as I was relaxing last night. I enjoy Star Trek: The Next Generation and found myself rewatching Data’s Day,” Season 4, Episode 11 in which Dr Crusher teaches Commander Data how to dance before a wedding.

Being an android, Data is able to easily mimic the doctor’s movement after being shown them. But as he learns to the nuances involved in waltzing with the partner he tells doctor (paraphrasing)

“This is complex set of variables to coordinate”

“Try to act like you are enjoying it!”

As Data tries to integrate the dance moves, their joint body language, the changing direction, and variable speeds you get a visceral sense of why embodied compute requires more processing than intelligence tasks. The final challenge? Smiling while coordinating it all.

Resting Android face? Data tries to smile while waltzing via Memory Alpha
Categories
Chronic Disease Medical

Day 1552 and Mold Updates

Over the winter we did a mold test on our bedroom after I had had a batch of sub-optimal bloodwork and flares in my autoimmune condition. We wanted to be thorough in assessing potential reasons for any issues from environmental to pharmaceutical.

I was suspicious that mold would be a culprit. Or perhaps I did not want it to be a culprit. Mold has always seemed like an excuse the professionally sick lean on like a crutch. You can imagine some worried well Goop reading white woman blaming mold.

I don’t know if this is engrained ableism on my part (lol) but no one wants to be that annoying sick woman with the litany of vague issues plaguing her life. And yes I fear this about myself because I do have to manage an autoimmune condition.

So I went into mold testing with some cynicism. It’s mike making a claim you’ve got a diagnosis of fibromyalgia. Sure both mold and fibromyalgia are real but I’ve learned from experience that you must avoid both lest you be seen as someone unserious.

The wall next to bed.

Alas it has turned out to be serious. It took most of the winter to work through the breaking down the walls part but once Alex began pulling back the walls it was dramatic and easy to spot.

The bedroom getting ripped apartment.

As it turns out the wall on my side of the bed has quite a bit of mold types growing happily. As best we can tell it must be some type of small leak in the pipes.

Gnarly white spores

There’s a couple hydronic heater pipes right by the baseboards so the current theory is maybe one developed a tiny pinhole leak for a bit that sealed itself back up. Don’t ask me about that one as it’s on Alex.

His plan for now is to remediate it, patch things back up, fog the room and have the carpets steam cleaned. Which is a bigger job than we might like but much better than it could have been.