Investing for intellectual rigor and for the family
Joined January 2021
- Tweets 231
- Following 1,417
- Followers 77
- Likes 1,911
5 Photos and videos
Luke retweeted
May 29
Exactly because stock market is on a crazy bull run.
Why bother with crypto if 1T mcap stonks move /- 10% everyday
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Apr 3
Great work
Apr 2
This moment will haunt Pam Bondi for the rest of her life.
It has been memed into infinity, because it so perfectly captures the craven, humiliating failure that was her tenure as Attorney General.
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Mar 17
Spot on with respect to the DATA. And InPost does not have superior data access, does it? It does not k ow what is inside the parcela it fulfills.
Mar 17
Kibicuję @RBrzoska od wielu lat bo historia sukcesu paczkomatów jest fascynująca i kiedyś skrzynki na paczki też brzmiały jak niepotrzebna innowacja a dzisiaj nie potrafimy korzystać z zakupów w internecie bez paczkomatów.
Ale uczciwie czy: VON HALSKY (dziwna nazwa nawet trudna do przekazania komukolwiek i ciężka do zapamiętania) to przełom? AI Shopping to nie nowość. Google AI mode, Rufus, Perplexity wszyscy próbują a ChatGPT nawet wycofał się z agentowego checkoutu i wraca do samego "discovery".
Co jest więc inne w InPost? Otóż największe przewagi to DANE. Posiadają coś czego Big Tech nie ma w Europie czyli zamkniętą pętlę:
- dane co Polacy realnie kupują (miliony transakcji)
- własny fulfillment
- InPost Pay już działa
- 10 milionów userów
Nikt nie ma tej układanki w jednym systemie. Co będzie wyzwaniem? Sceptycyzm i tak jest uzasadniony wobec nawyków zakupowych. 2025 r. tylko 5% zakupów internetowych w Polsce zostało zrobionych z wykorzystaniem narzędzi opartych na sztucznej inteligencji. Czy chatbot z psem to zmieni?
Who knows...:-)
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Luke retweeted
Mar 1
Podajcie proszę dalej.
To nadchodzący film Fundacji Nauka. To lubię!, w którym podejmuję tematykę negatywnego wpływu social mediów i smartfonów na codzienne życie i psychikę dzieci i młodzieży.
Poznajmy genezę tego złożonego zjawiska, opinie ekspertów oraz najnowsze badania naukowe, starające się je opisać i wyjaśnić. Jest w tym nadal mnóstwo niewiadomych ale już chyba nikt nie ma wątpliwości, że musimy podjąć jak najszybciej zdecydowane działania, by chronić młode pokolenie przed niezwykle groźnymi konsekwencjami nadużywania ryzykownych narzędzi i toksycznych treści.
Premiera 5 marca na kanale YouTube Nauka. To lubię!
Film powstaje dzięki wsparciu Fundacja LPP i objęty jest patronatem honorowym @CYFRA_GOV_PL
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Feb 23
It took them more than a month to call for a release.
I guess they do not miss him that much after all.
Feb 23
Venezuela's FM Yvan Gil demands the immediate release of President Nicolas Maduro, alongside his wife, Cilia Flores, from US custody aje.news/7beckl
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Jan 14
Yep, pretty much. The Great Debasement Trade ladies and gentlemen
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Luke retweeted
Jan 10
No third world country is safe once the markets close. To a third world dictator, the ringing open of the New York Stock Exchange on a Monday morning sounds as sweet as church bells.
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11 Dec 2025
All smart ass and clever people should pause and listen for a minute
💔 Interpreter breaks down in the European Parliament while translating for 11-year-old Ukrainian boy
The child, who was badly injured, recalled how he and his mother came under a Russian strike in Vinnytsia.
“It was the last time I saw my mother and could say goodbye to her,” he said. At this moment, the interpreter couldn’t hold back her emotions, and a colleague stepped in to help.
Roman Oleksiv spoke in Strasbourg during a presentation of documentary films about Ukrainian children.
On July 14, 2022, he lost his mother in a Russian attack and suffered severe burns himself. He has already gone through 36 surgeries and a long rehabilitation. Despite everything, he returned to school, dancing and music.
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Luke retweeted
10 Nov 2025
It really is that simple.
If we want greater prosperity, especially for the poorest people in society, we need more capitalism, and less socialism.
It's counterintuitive for many, but true.
Crypto helps with this by injecting economic freedom (and capitalism) into every country around the world (as long as people have a smart phone and the internet).
30 Oct 2025
Here's a longer-term chart. The simple story is correct. Capitalism created Poland's miracle, and socialism created Venezuela's catastrophe.
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6 Nov 2025
They just likely juniorized and fOcked all deUSD and sdeUSD collateralized debt holders on Euler and other platforms.
If so, ill-intended and ill-advised. And possibly unlawful.
Elixir has worked tirelessly over the previous 48 hours and has successfully processed redemptions of 80% of all deUSD holders thus far (not including Stream).
As it stands now, Stream holds roughly 90% of the deUSD supply (~$75m), while Elixir holds a similar proportion of its remaining backing as a Morpho loan to Stream.
All remaining holders of deUSD and sdeUSD will be able to redeem for a dollar.
To protect the interest of these holders (and remove any risk of Stream liquidating deUSD before repaying their loan), a snapshot has been taken of all remaining deUSD and sdeUSD holder balances, and a claim page will go live later today. These parties will be able to claim USDC.
As a part of this, the mint/redeem infrastructure has been turned off, and we will be sunsetting deUSD in the near future. Any affected LPs in AMM pools or lending markets will be able to claim the full value of their position.
Given that Stream comprised of 99% of the lending positions (and has decided to not repay or close positions), we will work with Euler, Morpho, Compound and the curators moving forward to help distribute repayment of the Stream loan to liquidate these positions. We still believe this will be honored 1 for 1.
We will follow up to this post later today with claim page information.
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1 Oct 2025
30 Sep 2025
#Żabka zaskakuje. Aktualizacja strategii zakłada znaczące przyspieszenie ekspansji sieci sklepów i rozpoczęcie wypłat #dywidendy. W przyszłości spółka nie wyklucza również skupu akcji własnych.
@ZabkaPolska parkiet.com/handel-i-konsump…
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Luke retweeted
11 Jul 2025
Djokovic says he’s facing the reality of getting older, ‘Reality hits me right now the last year & a half like never before… I reached the semis of every slam this year. I have to play Sinner or Alcaraz.. I feel like I’m going into the match with the tank half empty’
“Just after what happened in Australia as well, it seems like you've been unfortunate at big moments this season. Does that make it even harder to take?"
Novak: “I don’t think it’s bad fortune. It’s just age. The wear and tear of the body. As much as I’m taking care of it, the reality hits me right now the last year and a half like never before to be honest. It’s tough for me to accept that because I feel like when I’m fresh and fit I can still play very good tennis. I’ve proven that this year. Playing best of 5 particularly this year has been a real struggle for me physically. The longer the tournament goes the worse the condition gets. I reached the semis of every slam this year. I have to play Sinner or Alcaraz. These guys are fit, young, sharp. I feel like I’m going into the match with the tank half empty. It’s not possible to win the match like that. It is what it is. It’s one of those things you have to accept and embrace in some way. Deal with reality the way it is and try to make the most out of it.”
(via Wimbledon Press)
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10 Jul 2025
Off topic: stay hot, but keep your balls cool boyz
10 Jul 2025
Sauna heat devastated my swimmers.
Seems icing the balls is a good idea.
No ice protection on the boys:
54% drop in motile count
57% drop in motility
55% drop in normal morphology
Conversely, my fertility markers improved from my pre-sauna baseline after 27 sessions with ice on the boys:
total motile count ↑ 57%
concentration ↑ 26%
motility ↑ 16%,
morphology ↑ 15%
This aligns with the evidence. Human testes operate 2-4°C cooler than core temp. Even a 2°C rise (from sauna, hot tubs, laptops, etc.) can derail spermatogenesis for 74-days, the length of a full spermatogenic cycle.
What studies show:
A single sauna or hot bath at 80-90 °C can drop progressive motility 40-60% two months later.
Scrotal cooling devices used in varicocele (overheated testicles from enlarged veins) treatment restore sperm health within 90 days.
A future question we want to address: did my sperm biomarkers improve because of the combination of sauna and ice pack? Or would an ice pack alone deliver similar results?
My sauna protocol is 20 min daily at 200°F.
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11 Apr 2025
Two weeks later and bonds slipped from par to almost 90/100.
I am listening. At 75/100 I will start thinking.
1 Apr 2025
I like corporate bonds for capital protection or in special sits for equity-like returns with limited downside.
Ghelamco fits neither—too risky for safety, not stressed enough for good risk/reward at this price.
And yes, I dislike this filing; someone is fleeing responsibility
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1 Apr 2025
I like corporate bonds for capital protection or in special sits for equity-like returns with limited downside.
Ghelamco fits neither—too risky for safety, not stressed enough for good risk/reward at this price.
And yes, I dislike this filing; someone is fleeing responsibility
GHELAMCO INVEST SP. Z O.O. (ESPI 17:16 4/2025): Przekazanie do publicznej wiadomości opóźnionej informacji poufnej espiebi.pap.pl/node/684716 #ESPI #gpw #giełda #inwestowanie #GHELAMCOINVESTSPZOO
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12 Feb 2025
Hmm… let’s see who will come out of this as better negotiator
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5 Dec 2024
4 Dec 2024
Powell might just push us above $100,000 singlehandedly
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