Category: Uncategorized (Page 5 of 73)

Using Perplexity to Address Medical Questions: Albumin and Dialysis

Since going on Peritoneal Dialysis, my albumin lab reading has consistently been low, in the 3.4-3.5 range. This is considerably below the bottom target of 5.0 and has consistently been a subject of discussion within my dialysis team. We have tried drink additives, energy bars, and IPN without any noticeable increase in my albumin readings. It’s as if it’s stuck on the 3.4-3.5 range.

Costco has a protein drink that tastes like chocolate milk that has 30 grams of protein in it. I have been attempting to down two servings of this per day in an attempt to increase my albumin. This provides two-thirds of my daily requirement for protein, according to my team’s dietitian, wherein I require 90 grams.

So the question arises, how is my albumin reading impacted by this somewhat large intake of protein? Is it impacted immediately, or over time? To answer this line of questioning, I turned to Perplexity with the following prompt and results. Seems like good whiskey, it takes time.

Prompt: My albumin is 3.4. I am increasing my daily protein intake by 60 grams. How long does it take for this to affect my labs?

Increasing dietary protein intake can positively influence serum albumin levels, but the response in lab results is gradual due to albumin’s long half-life in the blood (about 20 days). Most studies show that, even with significant increases in daily protein (such as 60 extra grams), short-term changes in serum albumin—within 7 to 14 days—are typically small or undetectable, with more noticeable improvements usually observed after several weeks or longer.

Timeline for Albumin Changes

Serum albumin changes slowly because it is a stable protein with a half-life of approximately 20 days. This means any gradual increase from higher protein intake will usually take at least 2–4 weeks to show up in repeat lab tests, especially if low albumin is due to inadequate nutrition and not from other factors like inflammation or chronic illness.

Factors Affecting Albumin Response

  • Protein Dosage: While albumin synthesis increases with more dietary protein, results plateau at moderate amounts (around 20g per meal); going higher may not speed up albumin increases beyond what the body can utilize immediately.
  • Other Conditions: Acute or chronic inflammation, kidney or liver disease, and fluid status can independently lower or mask increases in serum albumin.
  • Individual Differences: Age, overall health, and baseline nutritional status can affect how quickly serum albumin responds to dietary changes.

Practical Considerations

  • Most nutritional interventions recommend reevaluating albumin labs after at least 3–4 weeks of consistent increased protein intake.
  • If low albumin is related to protein-energy malnutrition, steady intake of 60 extra grams per day could support a gradual rise over several weeks, but significant jumps in lab values are uncommon in just one to two weeks.

In summary, with an extra 60 grams of protein daily, expect subtle albumin changes to appear after about 2–4 weeks, longer if underlying inflammation or illness is present.

Using Perplexity to Rationalize Portfolio

A couple of days ago, I used Perplexity to ascertain which, if any, stocks to buy. Today, I ran our portfolio through Perplexity to obtain recommended stocks to sell, if any, which is named “Rationalizing your portfolio.”

This is the Prompt followed by the analysis Perplexity provided:

Prompt: Of the stocks in our portfolio that we manage, which, if any, should we sell?

TickerRecommendationKey Rationale
AIROHoldBullish long-term forecasts
DPROHoldAnalyst consensus “Strong Buy”
RCATHold/Review gainsMild uptrend, no strong sell signal
SPAIConsider SellShort-term bearish, downside risk remains
UMACHoldStrong buy, bullish forecasts
DRSHEConsider SellNegative forecasts despite strong business growth
ONDSHold/ReviewFlat or declining forecasts, watch for sustained weakness
DXConsider SellBDC weakness, poor price performance vs. peers
HRZNConsider SellNAV decline, sector & asset quality risks
OBDCHoldStable vs. sector, no glaring red flags
TRINHoldPositive relative performance, among top BDC picks

Based on Perplexity’s recommendations, I sold the four stocks it recommended to sell. This morning in Monday’s WSJ, I read an article about how foreign stocks are outperforming U.S.-based stocks. I then used Perplexity and requested a listing of ETFs that are invested in foreign stocks. The one that stood out was Vanguard’s VYMI, which I used the proceeds from the previous sales to purchase 480 shares of.

Before making the buying decision, I asked Perplexity if VYMI was a good replacement for the BDCs we had just sold, based on its recommendation, and received the following advice, located in the PDF below. You know what’s really neat about this: anyone can do it!

Sorta Busy Week Ahead

It’s a rare week when I don’t have any doctor’s appointments. Guess this is a burden that comes with age, but hey, modern medicine has supported me to get to where I am.

Monday, today, at 1100, I have an appointment with the spinal cord stimulator people in Fort Worth. It is a perfunctory appointment, as I have been having zero problems with the device, and it’s working to the extent that I’m now driving without complications.

Thursday, I have an appointment at 1000 with my podiatrist to look at my feet (diabetic) and trim my nails. These appointments are every three months and are totally covered by Medicare to ensure diabetics’ feet are taken care of.

The same day, we have a video conference with a caretaker person at the VA to check how we’re doing, now that my wife is an “official” caretaker for the VA and me. I don’t see any challenges with this interface, as it’s probably just to fill out paperwork required by the VA. Also on this day, one of our domestics is scheduled to work in the house on tasks for my wife.

And finally, Friday is when I’m scheduled to place my monthly order for dialysis supplies, again, no big deal.

See you tomorrow. Hank

Introducing Great-Grandson

This past Tuesday, we were blessed with the birth of our first great-grandson, Gabriel Henry Feeser. The middle name Henry comes from my great uncle on my father’s side, who was passed to me, and thence to our grandson, Michael Henry.

But the story goes beyond just names. For don’t you see, my wife’s father, Charles Arthur Pierson (1904-1981) was an electrical engineer from Purdue University. I am also an EE from Purdue. Our son Justin is a metallurgical engineer from the University of Washington in Seattle. His son, Michael, has worked as a data engineer at Amazon, where he is currently a data scientist. I have already talked to Michael about Gabriel keeping the chain going into a fifth generation, which he is on to.

Using Perplexity to Track Investments

The past couple of days I have used Perplexity to research promising companies operating in the warfare realm, including defense drones and anti-drone space. For today, I used Perplexity to construct a matrix, AKA a table, of these companies with actual holdings. The first five operate in the defense category, and the second two in the anti-drone space, and the remaining are BDCs with pay high dividends. The data is as of about the market close on Wednesday, 10/22/2025. See below:

The four Business Development Companies (BDCs) have been added to the existing portfolio — Ellington Financial (DX), Horizon Technology Finance (HRZN), Blue Owl Capital Corporation (OBDC), and Trinity Capital (TRIN). Their market data, including share count, cost, and current price, was sourced as of October 22, 2025.perplexity+3

Updated Portfolio:

TickerNameSharesCostMarket PriceValueGainGain %
AIROAIRO Group Holdings100$1,878.40$17.50$1,750.00-$128.40-6.84%
DPRODraganfly Inc.200$1,725.95$9.42$1,884.00$158.059.16%
RCATRed Cat Holdings100$868.00$11.57$1,157.00$289.0033.29%
SPAISafe Pro Group Inc.100$764.00$6.81$681.00-$83.00-10.86%
UMACUnusual Machines Inc.100$977.59$12.76$1,276.00$298.4130.52%
DRSHEDroneShield Ltd.500$1,602.50$2.22$1,110.00-$492.50-30.73%
ONDSOndas Holdings Inc.100$761.52$9.45$945.00$183.4824.09%
DXEllington Financial1,224.258$14,820.97$10.01$12,254.78-$2,566.19-17.31%
HRZNHorizon Tech. Finance Corp.1,370.636$11,169.87$5.88$8,062.14-$3,107.73-27.83%
OBDCBlue Owl Capital Corp.514.1934$7,260.00$12.96$6,666.16-$593.84-8.18%
TRINTrinity Capital Inc.568.5004$9,148.15$16.35$9,296.78$148.631.63%

Totals

  • Total Invested: $52,977.95
  • Current Portfolio Value: $45,082.86
  • Total Gain/Loss: -$7,895.09
  • Total Return: -14.91%
  • The BDCs really got hammered today, reducing overall returns greatly.
  1. https://www.perplexity.ai/finance/OBDC
  2. https://stockanalysis.com/list/business-development-companies/
  3. https://stockanalysis.com/stocks/trin/
  4. https://finance.yahoo.com/quote/HRZN/
  5. https://www.bdcinvestor.com/business-development-company-list/
  6. https://finance.yahoo.com/quote/TRIN/
  7. https://www.bdcinvestor.com/quotes/?a=profile&ticker=DX
  8. https://global.morningstar.com/en-ca/investments/stocks/0P0000Q7AI/quote

.

More On Dialysis & Investments

This past Monday, October 20, 2025, The Wall Street Journal ran an article on page A18 titled “Global Startups Race to Develop Systems to Fight Drone Threats,” which got my attention. Up to now, my investments have been on the delivery side in such companies as AIRO, DPRO, SPAI, RCAT, & UMAC. Overall, in a short period, these stocks have produced decent market returns. The lead sentence in the cited article states, “Startups from Silicon Valley to Europe and beyond are racing to develop cheap, reliable systems to counter hostile drones (that) appear over airports and global shipping lanes far from the battlefield in Ukraine.”

Can you smell the investment opportunities? I can and did. I turned to Perplexity with the following prompt and results:

Prompt: Small new startups publicly traded in the anti-drone sector.

Several small, publicly traded startups are emerging in the anti-drone (counter-UAS) sector in 2025, focusing on detection, jamming, and AI-driven defense solutions for both military and civilian markets. These firms stand out for their niche technologies and relatively low market capitalization compared to major primes.

Small Publicly Traded Anti-Drone Companies

CompanyExchange / TickerHeadquartersKey Technology FocusNotable Developments
DroneShield LtdOTCMKTS: DRSHFSydney, AustraliaRF and radar-based detection, jamming rifles (DroneGun Mk4), AI-driven DroneSentry fusion systemRecent $32 million Asia-Pacific defense contract; active field use in Ukraine exoswan+1
Dedrone HoldingsPrivate (seeking listing)U.S. / GermanyAI-based and sensor fusion counter-UAS networksRecently integrated with U.S. federal and airport defense systems; potential IPO candidate marketsandmarkets+1
Ondas HoldingsNASDAQ: ONDSU.S.Wireless data and counter-drone communications tech via subsidiary AiroboticsExpanding presence in Israel’s anti-drone urban defense systems theglobeandmail
Red Cat HoldingsNASDAQ: RCATPuerto Rico, USASmall tactical drones and anti-UAS integrationWorks with U.S. DoD and public safety clients, expanding into counter-UAS software fusion theglobeandmail
ZenaTechNASDAQ: ZENAU.S. (Defense startup)AI-based radar and jamming solutions for battlefield useIdentified as one of the fastest-growing drone-defense equities in 2025 theglobeandmail

Private Startups Poised to Go Public

Some defense-focused startups are not yet listed but are considered potential IPO candidates or acquisition targets:

  • Aurelius Systems – specializes in smart radar for small UAV interception.militarystartups
  • BlueHalo – works on directed-energy and C-UAS systems; may pursue public listing after latest funding round.militarystartups
  • Epirus – developer of high-power microwave counter-drone systems, noted for rapid DoD prototype adoption.militarystartups
  • Guardian RF – passive RF-based detection, funded through Y Combinator, potentially seeking future listing.ycombinator

Market Drivers

According to MarketsandMarkets, the anti-drone sector will grow from $4.48 billion in 2025 to $14.5 billion by 2030, a 26.5% CAGR, driven by AI-enabled tracking, radar fusion systems, and increased defense spending in the Americas region.marketsandmarkets

For investors, DroneShield (DRSHF) and Ondas (ONDS) are the leading small-cap public equities in this niche, while Dedrone, Epirus, and BlueHalo remain top private contenders likely to influence the market soon.

Based on this analysis, I bought 500 shares of DRSHF & 100 shares of ONDS. Wish me luck!

  1. https://exoswan.com/military-drone-stocks
  2. https://www.marketsandmarkets.com/Market-Reports/anti-drone-market-177013645.html
  3. https://ensun.io/search/anti-drone/united-states
  4. https://www.theglobeandmail.com/investing/markets/stocks/DPRO/pressreleases/35585343/with-a-35555-billlion-opportunity-these-drone-stocks-should-see-higher-highs/
  5. https://www.militarystartups.pro/top/antidrone/
  6. https://www.ycombinator.com/companies/industry/drones
  7. https://www.levelfields.ai/news/best-drone-stocks-drone-industry-report-2025
  8. https://www.reuters.com/business/aerospace-defense/small-us-defense-stocks-soar-rush-next-gen-battlefield-tech-2025-09-18/
  9. https://money.usnews.com/investing/articles/best-drone-stocks-to-buy
  10. https://www.thedronegirl.com/2025/08/25/drone-startups-in-2025/
  11. https://www.bloomberg.com/features/2025-tech-defense-startups-to-watch/
  12. https://finance.yahoo.com/news/anti-drone-market-trends-forecasts-091300347.html
  13. https://thedefensepost.com/2025/06/13/drone-companies-ranking-2025/
  14. https://themesetfs.com/insights/defense-stocks-3-companies-specializing-in-missile-and-drone-defense
  15. https://www.seedtable.com/best-drones-startups
  16. https://www.nasdaq.com/articles/top-drone-technology-stocks-keep-eye-robust-returns
  17. https://www.marketsandmarkets.com/ResearchInsight/anti-drone-market.asp
  18. https://assets.kpmg.com/content/dam/kpmgsites/sa/pdf/2025/emerging-trends-for-a-and-d.pdf.coredownload.pdf

On Dialysis and Investing

One of the “pleasures” we can enjoy while on dialysis is analyzing our stock portfolios, given that we hold such securities. We can do it all alone, with help from our friends (always someone around who thinks they have a hot tip), with the aid and attendance of professionals, or a combination of all of the above. Personally, we have professionals manage about 90% of our portfolio of investments, and we manage the remaining 10%.

At our point in life, we are interested in stocks that throw off great dividends and are relatively lower risk. There is a not well-known segment of stocks named Business Development Companies, or BDCs for short. By law they pay a major portion of their profits in dividends. Suggest doing a Google search on BDCs for more information.

I used Perplexity to map out the 15 highest dividend-paying BDCs to provide insight into expected returns. BTW, some pay monthly and some quarterly dividends. See table below:

Here is the updated table of major Business Development Companies (BDCs) sorted by highest total return or dividend yield as of October 2025. The returns reflect annualized yields and current prices from the most recent SureDividend and Fidelity data.

RankTickerCompany NameSectorPrice (USD)Dividend/Return (%)
1OXSQOxford Square Capital Corp.CLOs / Secured Debt1.7519.09 suredividend+1
2HRZNHorizon Technology Finance Corp.Venture Lending5.8518.97 suredividend+1
3PSECProspect Capital Corp.Diversified Credit2.7318.75 suredividend+1
4TPVGTriplePoint Venture Growth BDC Corp.Growth Lending5.5817.8 kiplinger+1
5WHFWhiteHorse Finance Inc.Middle Market Lending6.9617.72 fidelity
6ICMBInvestcorp Credit Management BDC Inc.Corporate Loans2.8716.44 fidelity
7OFSOFS Capital Corp.Senior Secured / Private Credit6.9515.70 fidelity
8FSKFS KKR Capital Corp.Leveraged Lending14.8415.53 fidelity
9TCPCBlackRock TCP Capital Corp.Corporate Lending5.5813.93 fidelity
10CIONCION Investment Corp.Private Credit9.1613.85 stockanalysis
11SARSaratoga Investment Corp.Private Credit21.7213.81 stockanalysis
12RWAYRunway Growth Finance Corp.Venture Debt9.9014.14 stockanalysis
13BBDCBarings BDC, Inc.Middle Market Lending8.5912.11 stockanalysis
14CSWCCapital Southwest Corp.Lower Middle Market20.4012.50 stockanalysis
15OBDCBlue Owl Capital Corp.Private Credit12.609.9 suredividend
16BXSLBlackstone Secured Lending FundDirect Lending25.9611.86 stockanalysis
17MAINMain Street Capital Corp.Lower Middle Market58.147.33 suredividend

Of the 15 listed above, we own shares of HRZN and OBDC.

Disclaimer: The above is only provided for example and in no way constitutes investment advice.

SCS Working Well

The recently installed Spinal Cord Stimulator is doing a great job. I was having recurring leg cramps at night, but turning the stimulator power to 4 from 5 at night has really worked well to mitigate this problem. I have been able to drive our truck over 100 miles without my feet going to sleep, my walking gait has improved, and I have feeling in my legs once again. What’s not to like about it? I am going two weeks between battery charging, FYI,

Had our new all-around domestic person in yesterday to do yard work for us. She is fast, efficient, and accomplished, completing in four hours what would have taken me several days. Well worth it. For instance, I’m not allowed on ladders anymore, so I had her change a burned-out LED flood light on our garage corner. I barely took a breath, and she had it done. Same with weeding and other chores I presented her with. We’re lucky to have her. She also walks Dickens three times a week.

Still just “rollin’ on the river.”

MidEast

The recent resolution in the MidEast raises a somewhat crass situation: what US companies’ business and by association stock prices will profit greatly? Will such companies be largely nonUS companies, or is the “pie” large enough to include us? What will happen to oil prices as MidEast countries band together. (This hasn’t happened yet but is predicted.) Where are the food supplies, construction, and labor coming from to rebuild? Who and how will it be paid for?

The above doesn’t even scratch the surface. But keep in mind, opportunity often lurks behind uncertainty.

Couple Dialysis Related Things:

As previously scheduled, we had our Dialysis Team meeting this morning. During the meeting, it was decided that I would no longer be using IPN (yea!), that I did indeed up my phosphate binder in response to my phosphorus lab reading going up (I have), and that the team would move forward on getting a Fistula installed should I have/need to go on hemo.

I provided the team dietitian with my food intake for the last three + days, and she calculated my daily protein intake. My goal is 90 grams per day based on my dry weight. This past Tuesday, I came close to my goal at 87 grams, but not so much the other two days. She mentioned, somewhat tongue-in-cheek, that she expected me to provide the data already massaged by my favorite AI.

I wrote the following prompt for Perplexity with the stated results:

Prompt: Can I input my meals and ask for the total protein in table format?

Yes, meal input and total protein calculation in table format is fully supported. Please provide the details of each meal—including food items and approximate portions (e.g., grams, ounces, cups)—and a table will be provided.

To try Perplexity out, I ran the following data:

1/3 pound hamburger grilled Pattie on a large bun, 30-gram protein drink. Provide total protein consumed in table format.

1/3 pound hamburger grilled Pattie on a large bun, 30-gram protein drink. Provide total protein consumed in table format.

Here is a table summarizing the protein content for each item you provided, along with the total protein consumed:

Food ItemProtein (g)
1/3 pound hamburger patty (grilled)32
Large hamburger bun8
Protein drink (30 grams protein)30
Total Protein70
  • The hamburger patty (1/3 pound, cooked) typically provides about 32 grams of protein.
  • A large hamburger bun generally contains about 8 grams of protein.
  • The protein drink provides 30 grams, as stated.

Your total protein intake for this meal is approximately 70 grams.

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