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Thoughts on Thinking: Brain Chemistry
Brain chemistry sets the level of thinking and of performance in everything else, and it bears on longevity. The dangers come from outside and from inside, and both can be counteracted.
Brain chemistry sets the level of thinking and of performance in everything else, and it bears on longevity: 14 risk factors that can be changed account for nearly half of dementia cases. The dangers come from outside, through plastic, PFAS, pesticides and metals, and from inside, through chronic stress and overwork. An organic diet cut a chlorpyrifos marker in urine by 60.7 per cent, and reciting the rosary slowed breathing to under six breaths a minute. The chemistry is a managed input.
After the midterm sweep, Democrats want to slow America's AI build-out. The Sanders and Ocasio-Cortez bill would freeze building and upgrading of AI data centres nationwide, and a superintelligence ban Rep. Yassamin Ansari wants atop the agenda would pause every model trained with 10^25 operations or more. Governors-elect in Texas and Georgia back pauses, and Goldman Sachs puts 45% of planned capacity in Democrat-run states backing moratoriums. Shayne Heffernan: AI computing follows the power.
- Democrats' AI Spending Curtailment: The Dumbest Idea in Washington
- KXCO's FDA Ontology Ranked INO-3107 First. Inovio Hit Over 300% After Hours.
- AI Stocks, Week of 1 November 2026: Seven Buys and the Ontology Behind Them
- KXCO's FDA Ontology Ranked INO-3107 First. The FDA Approved It.
- AI Is Not Overvalued. It Is Underestimated.
- Binance: No Evidence of a Key Leak in a $6.3bn Hack. Control What Keys Sign
Shayne Heffernan
Democrats' AI Spending Curtailment: The Dumbest Idea in Washington
After the midterm sweep, Democrats want to slow America's AI build-out. The Sanders and Ocasio-Cortez bill would freeze building and upgrading of AI data centres nationwide, and a superintelligence ban Rep. Yassamin Ansari wants atop the agenda would pause every model trained with 10^25 operations or more. Governors-elect in Texas and Georgia back pauses, and Goldman Sachs puts 45% of planned capacity in Democrat-run states backing moratoriums. Shayne Heffernan: AI computing follows the power.
Stocks
KXCO's FDA Ontology Ranked INO-3107 First. Inovio Hit Over 300% After Hours.
KXCO's FDA ontology ranked INO-3107, from Inovio (INO), first of the FDA decisions due in the next 90 days, from 21 October 2026 to the decision. The FDA granted accelerated approval on 30 October; the news reached the market after the close. From its $0.60 close that day, Inovio traded as high as $2.71 after hours, up 351.7%, and closed 2 November at $1.89, up 215.0%. Both published research books closed ahead of XBI. On our radar: BBP-418 (BBIO), Bezuclastinib (COGT) and Relutrigine (PRAX).
FX
Will Trump Bomb Iran After Market Close?
Shayne Heffernan assigns a 70% probability to the authorisation of a significant US strike package against Iran within weeks. Two carriers and an amphibious group are in the Arabian Sea with more reported due by the end of November, Axios reported that US Central Command (CENTCOM) was told to prepare for a possible resumption of major combat, and officials told CNN forces are prepared to act within 96 hours of an order. Here is what a strike means for oil and defence stocks.
Biotech
KXCO's FDA Ontology Ranked INO-3107 First. Inovio Hit Over 300% After Hours.
KXCO's FDA ontology ranked INO-3107, from Inovio (INO), first of the FDA decisions due in the next 90 days, from 21 October 2026 to the decision. The FDA granted accelerated approval on 30 October; the news reached the market after the close. From its $0.60 close that day, Inovio traded as high as $2.71 after hours, up 351.7%, and closed 2 November at $1.89, up 215.0%. Both published research books closed ahead of XBI. On our radar: BBP-418 (BBIO), Bezuclastinib (COGT) and Relutrigine (PRAX).
Quantum
KXCO's FDA Ontology Ranked INO-3107 First. Inovio Hit Over 300% After Hours.
KXCO's FDA ontology ranked INO-3107, from Inovio (INO), first of the FDA decisions due in the next 90 days, from 21 October 2026 to the decision. The FDA granted accelerated approval on 30 October; the news reached the market after the close. From its $0.60 close that day, Inovio traded as high as $2.71 after hours, up 351.7%, and closed 2 November at $1.89, up 215.0%. Both published research books closed ahead of XBI. On our radar: BBP-418 (BBIO), Bezuclastinib (COGT) and Relutrigine (PRAX).
AI
Democrats' AI Spending Curtailment: The Dumbest Idea in Washington
After the midterm sweep, Democrats want to slow America's AI build-out. The Sanders and Ocasio-Cortez bill would freeze building and upgrading of AI data centres nationwide, and a superintelligence ban Rep. Yassamin Ansari wants atop the agenda would pause every model trained with 10^25 operations or more. Governors-elect in Texas and Georgia back pauses, and Goldman Sachs puts 45% of planned capacity in Democrat-run states backing moratoriums. Shayne Heffernan: AI computing follows the power.
Blockchain
AI Stocks, Week of 1 November 2026: Seven Buys and the Ontology Behind Them
Shayne Heffernan rates seven AI stocks buys for the week of 1 November 2026: Nvidia, Broadcom, TSMC, Microsoft, Oracle, Palantir and ASML. The latest results put the contracted backlog of the four largest cloud sellers at about $2.48 trillion, and Amazon, Alphabet, Microsoft and Meta plan about $720 billion to $740 billion of capital spending in 2026. Every call links to KXCO's AI ontology, updated on 1 November with the quarter's results, power and grid data and new defence contracts.
KXCO
KXCO's FDA Ontology Ranked INO-3107 First. Inovio Hit Over 300% After Hours.
KXCO's FDA ontology ranked INO-3107, from Inovio (INO), first of the FDA decisions due in the next 90 days, from 21 October 2026 to the decision. The FDA granted accelerated approval on 30 October; the news reached the market after the close. From its $0.60 close that day, Inovio traded as high as $2.71 after hours, up 351.7%, and closed 2 November at $1.89, up 215.0%. Both published research books closed ahead of XBI. On our radar: BBP-418 (BBIO), Bezuclastinib (COGT) and Relutrigine (PRAX).
Longevity
Thoughts on Thinking: Physics, Biology and Thought
Thinking is not a faculty that sits on top of the body. It is the electrochemical activity of neurons, organised into rhythms whose frequencies are set by the time constants of channels, synapses and loops. Diet, light, noise, natural settings and 40 Hz drive can shift the balance, and an MIT study of essay writing found the weakest EEG connectivity in the group using a language model. The tools and the biology work on one resource: the capacity of a named person to form and defend a judgment.
Travel
How to Retire and Grow Your Own Food
A full guide to retiring onto land that feeds you. USDA puts Ozark pasture at $3,500 an acre. Eurostat puts Latvian arable at 4,825 euro a hectare, though Bulgaria and Romania bar non-EU buyers outright. Thailand will not sell a foreigner an acre at any price. Inside: what the build really costs, which crops pay the bills, how many eggs a hen gives, how to can without killing anyone, a 36 month startup sequence, and how to check every number here.
