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Recent
4.4
Whole Food (Meat Dairy) Even when cooked,whole foods contain dead microbial DNA and cellular debris that act as training manuals for your immune system.This is called the Microbiota accessible carbohydrate (MAC) environment.
Whole Food (Meat Dairy) Even when cooked,whole foods contain dead microbial DNA and cellular debris that act as training manuals for your immune system.This is called the Microbiota accessible carbohydrate (MAC) environment.
4.5
In dairy, specifically, proteins are held in micelles tiny "bubbles" that require specific enzymes to pop.This ensures a slow,drip-feed of amino acids.
In dairy, specifically, proteins are held in micelles tiny "bubbles" that require specific enzymes to pop.This ensures a slow,drip-feed of amino acids.
4.6
The high heat,high pressure extraction (spray-drying) creates a sterilized,dead substance.When this enters the gut, it doesn't interact with the microbiome it bypasses it.Because there is no cellular structure (no cell walls to break down),
The high heat,high pressure extraction (spray-drying) creates a sterilized,dead substance.When this enters the gut, it doesn't interact with the microbiome it bypasses it.Because there is no cellular structure (no cell walls to break down),
3.2
The most significant biological impact of industrial protein occurs at a molecular level via a protein complex called mTOR (mammalian Target of Rapamycin).
The most significant biological impact of industrial protein occurs at a molecular level via a protein complex called mTOR (mammalian Target of Rapamycin).
3.3
The Leucine Spike Industrial powders (especially whey and soy isolates) are engineered to be extremely high in Leucine.This amino acid is the primary on switch for mTOR.
The Leucine Spike Industrial powders (especially whey and soy isolates) are engineered to be extremely high in Leucine.This amino acid is the primary on switch for mTOR.
3.4
Biological Harm Our ancestors had mTOR levels that fluctuated naturally.Constant, high spike activation of mTOR via industrial powders forces the DNA to prioritize rapid cell division over Autophagy (the process where cells clean out trash and repair themselves).
Biological Harm Our ancestors had mTOR levels that fluctuated naturally.Constant, high spike activation of mTOR via industrial powders forces the DNA to prioritize rapid cell division over Autophagy (the process where cells clean out trash and repair themselves).
2.4 prevent in sensitive individuals.
Enzymes are added as a Band-Aid to help you digest a low quality, heat damaged product that your body would otherwise struggle to recognize as food.
Enzymes are added as a Band-Aid to help you digest a low quality, heat damaged product that your body would otherwise struggle to recognize as food.
2.5 Industrial gums (thickeners) and artificial sweeteners (like sucralose) used in these powders have been shown in studies to alter the aut microbiome and potentially weaken the intestinal lining.
Our ancestors had a robust gut barrier because they never encountered these
Our ancestors had a robust gut barrier because they never encountered these
2.6svnthetic chemicalsm.
1.1The most BasiC need oF HUMAN BEINGS IS NOW pre-processed by big corporate farma companies.Protein the most basic need of human beings should be naturally completed but corporate industrialization of basic needs cause severe harmful effects.
1.2Whey protein,specifically, is highly insulinotropic.Because it is pre isolated, it hits the bloodstream so fast that it can cause a massive insulin spike, which may contribute to acne or metabolic stress in sensitive individuals
1.3Consuming massive doses of i solatec amino acids puts a higher filtration burden on the kidneys compared to eating a piece of fish or a bowl of lentils or a full glass of milk.
🧵 Parag Milk Q3 FY26 — Growth Is Intact, Margins Hurt | What wrong?
Must Know 🥛📉, Concall updates.
1️⃣ Q3 Performance — Growth Did NOT Break
• Revenue: ₹1,013 Cr (+14% YoY)
• Volume growth: 8% YoY
• Core categories (Ghee, Cheese, Paneer): 12% volume, 21% value growth
• New Age business: +123% YoY, crossed ₹100 Cr quarterly revenue
👉 Demand and brand traction remain strong.
Must Know 🥛📉, Concall updates.
1️⃣ Q3 Performance — Growth Did NOT Break
• Revenue: ₹1,013 Cr (+14% YoY)
• Volume growth: 8% YoY
• Core categories (Ghee, Cheese, Paneer): 12% volume, 21% value growth
• New Age business: +123% YoY, crossed ₹100 Cr quarterly revenue
👉 Demand and brand traction remain strong.
2️⃣ #PARAGMILK :What Went Wrong — Margin Compression ???
• EBITDA margin fell to 7.6% vs 9.0% last year
• Gross margin down to 25.9% vs 27.2% YoY
Reason (Mgmt):
Milk prices up 20% YoY and 6.5% QoQ
Inflation hit margins despite growth
This is the core reason for market disappointment.
"Summer months the milk pricess generally remain elevated ."
• EBITDA margin fell to 7.6% vs 9.0% last year
• Gross margin down to 25.9% vs 27.2% YoY
Reason (Mgmt):
Milk prices up 20% YoY and 6.5% QoQ
Inflation hit margins despite growth
This is the core reason for market disappointment.
"Summer months the milk pricess generally remain elevated ."
3️⃣ Why EBITDA Fell More Than Expected
Management clarified:
• Q2 had one-time other income (~₹16 Cr) — not present in Q3
• Q3 has higher employee costs (annual appraisal cycle)
👉 Sequential EBITDA drop is optical, not operational breakdown.
Management clarified:
• Q2 had one-time other income (~₹16 Cr) — not present in Q3
• Q3 has higher employee costs (annual appraisal cycle)
👉 Sequential EBITDA drop is optical, not operational breakdown.
1/13
Long overdue annual update on Midstream returns on capital deployed.
Period covered: 2018 to 2025
Companies Covered: $KMI, $OKE, $LNG, $WMB, $TRGP, $EPD, $ET, $MPLX, $PAA
Last year's Analysis/Thread below for reference:
Long overdue annual update on Midstream returns on capital deployed.
Period covered: 2018 to 2025
Companies Covered: $KMI, $OKE, $LNG, $WMB, $TRGP, $EPD, $ET, $MPLX, $PAA
Last year's Analysis/Thread below for reference:
2/13
Methodology:
a) Compute ∆ EBITDA b/w Q3'25 & Q3'18
b) Annualize change in (a) = cumulative EBITDA growth
c) Calculate Total Capital Deployed b/w 2018 and 2024 = CAPEX + Acquisitions (incl. stock-for-stock) - Divestitures
Return = ∆ Annualized EBITDA ÷ Capital Deployed
Methodology:
a) Compute ∆ EBITDA b/w Q3'25 & Q3'18
b) Annualize change in (a) = cumulative EBITDA growth
c) Calculate Total Capital Deployed b/w 2018 and 2024 = CAPEX + Acquisitions (incl. stock-for-stock) - Divestitures
Return = ∆ Annualized EBITDA ÷ Capital Deployed
3/13
Starting with $KMI, between 2018 and 2024:
Capital Deployed = $15 billion
∆ EBITDA = $400 $600 million
Return = 2.7% to 4.0%
Return for the 2018 to 2023 period = 0% to 1.6%
Improving trajectory for sure...let's see if this can continue
Starting with $KMI, between 2018 and 2024:
Capital Deployed = $15 billion
∆ EBITDA = $400 $600 million
Return = 2.7% to 4.0%
Return for the 2018 to 2023 period = 0% to 1.6%
Improving trajectory for sure...let's see if this can continue
🔥 New research shows that sleep disturbance directly harms intestinal stem cells.
➡️ Acute sleep deprivation impaired stem-cell function in the gut, disrupting normal tissue renewal.
👉 Mechanism uncovered:
➡️ Sleep loss triggered aberrant vagus-nerve signaling from brain to gut, leading to intestinal stem-cell dysfunction.
➡️ This disrupted the gut’s ability to repair itself. 1/
➡️ Acute sleep deprivation impaired stem-cell function in the gut, disrupting normal tissue renewal.
👉 Mechanism uncovered:
➡️ Sleep loss triggered aberrant vagus-nerve signaling from brain to gut, leading to intestinal stem-cell dysfunction.
➡️ This disrupted the gut’s ability to repair itself. 1/
Key cellular changes after sleep deprivation:
• Shortened crypt-villus architecture
• Loss of Paneth cells
• Impaired intestinal stem-cell activity
All critical for maintaining gut health. 2/
• Shortened crypt-villus architecture
• Loss of Paneth cells
• Impaired intestinal stem-cell activity
All critical for maintaining gut health. 2/
👉 Important implication:
➡️ Sleep disorders may contribute to chronic gastrointestinal diseases by altering brain-to-gut neural signaling and stem-cell function.
⚠️ Sleep is not just rest—it is essential for tissue regeneration. 3/
➡️ Sleep disorders may contribute to chronic gastrointestinal diseases by altering brain-to-gut neural signaling and stem-cell function.
⚠️ Sleep is not just rest—it is essential for tissue regeneration. 3/
Tehran 1979:
Islammunists hail the Court of Islamic Revolution, wishing for its executions to continue forever.
Sydney 2026:
Lunatic left calls for the execution of the @nswpolice officers. Apparently, for the “crime” of enforcing a law other than Sharia.
Islammunists hail the Court of Islamic Revolution, wishing for its executions to continue forever.
Sydney 2026:
Lunatic left calls for the execution of the @nswpolice officers. Apparently, for the “crime” of enforcing a law other than Sharia.
Notice the sign on the stage. In large fonts, in the middle is “Palestine”.
Top left, in smaller font: “Zionism. Imperialism”
The speaker quite truthfully insists: “We are all students of the school of Mohammad Mosaddegh.”
Top left, in smaller font: “Zionism. Imperialism”
The speaker quite truthfully insists: “We are all students of the school of Mohammad Mosaddegh.”
Also notice this sign, where Islammunists are Jewsplaining Iranian Jews:
“Iranian Jews don't need the fake sympathy of [Jimmy] Carter and [Menachem] Begin.”
“Iranian Jews don't need the fake sympathy of [Jimmy] Carter and [Menachem] Begin.”
🧵 In response to my posts on X today, DOJ
1) unredacted an FBI file that LABELS two individuals as co-conspirators
2) unredacted a file that lists several men who might be implicated
3) tacitly admitted that Sultan Ahmed Bin Sulayem was the sender of the torture video
1) unredacted an FBI file that LABELS two individuals as co-conspirators
2) unredacted a file that lists several men who might be implicated
3) tacitly admitted that Sultan Ahmed Bin Sulayem was the sender of the torture video
🧵1) This is significant because Kash Patel testified to Congress that FBI had no evidence of other sex traffickers. This is FBI’s own 2019 document listing Wexner as coconspirator in child sex trafficking. It wasn’t unredacted until tonight.
🧵2) Here DOJ acts as if they were justified in redacting the men’s names simply because the document contains victims names. Tonight they learned you can redact victim names while still publishing the other names, per our law.
🧵Thread: A sociological analysis of halftime shows as tools of the ruling class to manage political crisis thru counterinsurgency
Halftime shows absorb unrest, convert conflict into spectacle, and offer superficial catharsis in place of structural change.
The NFL is a multi-billion dollar industry that feature intense displays of patriotism and US militarism.
The bacterial flagellum is a striking example of integrated biological teleology. The appearance of contrivance in such systems shouldn’t be seen as in explanatory competition with evolutionary biology.
Evolutionary mechanisms explain how structures like the rotor–stator complexes, hook, and filament can arise through cumulative selection and the reuse of functional subcomponents. However, this doesn’t eliminate the deeper question of why the natural world possesses the...
...law-governed regularities, physicochemical affordances, and convergent propensities that make such evolvable systems possible in the first place. The flagellar motor’s capacity to harness ion gradients to generate torque through conformational changes exemplifies...
Revenge of the Neanderthal./📕
People are finally ready to read this.
A deeply flawed and demonic chaos parasitic species, created by an enemy of our super-species. Almost eradicated by our ancestors (my species, Cro-Magnons), but we could only seemingly get rid of their males.
People are finally ready to read this.
A deeply flawed and demonic chaos parasitic species, created by an enemy of our super-species. Almost eradicated by our ancestors (my species, Cro-Magnons), but we could only seemingly get rid of their males.
