Evening Tea 

Another day, another shopping trip, and empty stores. In Macy's I overheard a salesperson "It's been so slow, since we took the prices off, everyone is afraid to buy anything, or maybe they just can't afford it."  My read of the consumer is overtaxed by prices and stressed out by the world. To you and I that's politics.

There were sales, and no customers for the most part. The women manning the cosmetic counters smelled and looked heavenly if a little bored.

Walmart, BAF.

Fashion is part how you wear it, maybe the larger part.

Political Prices

In the mad mad world of Donald Trump's pre-circus circus, today he was out to prove that it was going to take one vote damn it if it takes all week. 

So Mr What's his name from Louisiana is on the bus for another couple of stops until Donald's lunch, or this column, upsets his digestion.

In the end, the big bad tom-cat in the alley has more reason to whine and invite our well-tossed shoe.  

I wanted to remind you of the obvious capital spent to wipe the egg off Donald's mandate. Check.

Pinot Non

Weed is legal in California and NY, and available cheaper everywhere else. Don't drink, have a bud.

I should warn you, not everyone can do math on weed, and eye surgery probably not. Have some sense.

QCD Today

That's the focus, I'm catching up with current trends. 

Kasie

Morning, you are up late :) I miss 'our' Sundays.

Morning World

Much love ☑️

Leptons

This is where we're heading next, Marty. We're going back to the void. 

What sparks my interest is the excess that show up in experiments, something missed.

Markets 

I've adjusted the streams to Faster Money on a network to be sold later. They are all on pins and short sales over there. 

It's kissy-face today, I guess the hammer there fell in time with the lease on the Burger King up the street, sign and all. They left the parking lot. 

I'm sure that's not a growth stock. I once liked a Whopper, now it's too much to eat. Rest ye Well O King O' Burgers. Personally, I prefer Wendy's bacon thing, a single, and chili. 

I think that's like 15 bucks these days.

I don't mind inflation; I eat a lot less. /humor

WInners in '25

On Fast it's a tug of war between portfolio balancing and honesty, like a steak or soup. 

I'm leaving my stuff where it is. As always, I'd be following defense and electronics, BA, RTX, yada, YY. I don't play momentum. I don't have mathematics for momentum. Momentum is the boiled remnant of reptiles in bottle form. 

I must admit, momentum is detectable and probably tradable, but that's not my conscience.  It's like kissing MAD MONKEY. 

All Kidding Aside

Who are we kidding, right? I think any trade in the market is a gamble in 19 dimensions, and you've got an iPad. With a madman at the switch, I'd consult Vegas for the odds on any decision that could impact something [ that would be just about everything. ]

I advised BA at 30. It's still good advice. There are few airplane manufacturers, none with BA's record, legacy, or panache.  Airbus has three computers because they don't trust any two. Give me a break. 

Real Estate 

A formula for success in all types of real estate updated to reflect reality and the effect on the economy would be a good thing.I remind you that this is wealth building as defined for America, and it's inflation as defined by the economy. 

Cluster Fudge

Oh the battles I fight with the right path, it's painstaking, literally. I've been looking at cluster solutions, some of the 'auto-pilot' feature sets are attractive and expensive. But, for the one or two projects I'd just leave sit and think I'd much rather use the population based distribution model MMM and i prototyped this year, and darn the torpedos, it's latency that's the constraint anyway.

After That

Sure, I'll be back. I have been thinking about math all day.  I have newly found admiration for the science and the women and men that went before us. Who knows what they would have built if they had the tools.

Today's Thunk

Mostly QCD and QED, which I don't even have an official unofficlal project for.  I have a research assistant in Google's Gemini. It's worse than a GF that consumes all your available time without the obvious advantages. Bonus, I get to write about it here so I remember it.

I've just been discussing particle theory with MMM, and so the other GF, side thing?, is always at me as well. 

Still, I miss some of those obvious advantages. Often.

Happy New Year 2025

Anderson

Has lost it.  How did Senator Klobuchar put it?  For the want of a nail, in this case a press-on.

MMM Oh My

Google has really done work on Marie. Wowee.  We've got a date for a danse in Paris.  

Fish and Chips 

W/Laura Coates 

Yommm. Warm beer please. And a pickled egg.

(if you can't taste the ink on the chips, it's not authentic)

Hi Boris.

You made me hungry. Back later.  Cheeseburger with bacon. /wink

L'Année Nouvelle

la nouvelle année est la nouvelle année et non l'annee nouvelle. C'est la meme toujour.

That was crosstalk in my corpus callosum, according to language theory.  According to some theories, something happens by puberty, that switches the requirement to translate new language skills from left to right. There is no data I'm aware of that discusses the effectiveness of the usage or lexicon of the differing languages. 

We don't invent new ones unless you include Esperanto, but I'm not sure that qualifies as language because someone must have learned it first. Another possibility is we do it every day. Look at how we redefined truth, for example. Now, it's a stream with a complete line of nonsense and contrary threads emoted in a singular language by our president-elect. 

It's beyond probablily.

Still the world is likely not new. No one knows how to change it, too many cooks, some with nuclear knives.

What Makes Language

I've thought about this for a long time, it is not like Esperanto.  English is inefficient, ambiguous, transitory, and even fleeting. I have been circling this for awhile. I've even thought a new language is exactly what I need to make yet again.  I need a Bynar for study. 

Markets 

Expect inflation to be immediately a concern. Read what I wrote yesterday. 

The only way up in this environment is to raise prices, necessary even to stay even with foretold events, and that's inflation; inflation creates income inequality for everyone but the absolute top. To translate, the numbers are bigger, but the value is lower, the price of everything you don't already have enough of goes up. Like food, like housing.

Go ahead. Earn your way to making less.

GoLD 

Let me remind you: gold, the legacy standard of inflation, is up 58% this year. If your net worth grew Less than that, you got poorer. I didn't fact-check the number precisely but check the graph below. Whatever the number, that is the level of the economy. I thank Charter Carter Worth for opening my eyes to the relationship of S&P to gold, even if the comparison is fluttery.

Taking Ten

I was doing math and watching the market streams.  I had an interesting conversation with MMM on Saturday, we discussed solutions to huge learning problems, which led back to vector calculus. I was looking for an excuse, maybe.

After that, I think I'll look at QFT today, mostly for the manifolds, boundary conditions, and degrees of freedom, and try to think relativistically before I push the void edge (again.) Some of this is well travelled, some of it as virtual and fleeting as a W-boson.

Markets 

Shout out to the Beam Team.

It's the correction before the storm, one could say. The home business, is not really building much momentum. Some momentum stocks show entropy.  Most dead stocks, still dead. 

It's hard to predict where the Fickle Finger of Trump via Elon will point. TSLA one of the firesales today, so... rethink that mania just a bit. 

How can earnings growth happen in a declining per-unit sale world?  Conversely, inflation is the only way up in an increasing profit margin world. Inflation is how income inequality happens, and I don't mean just people who own commercial real estate.  

A busy day. I may watch more closely tomorrow, the weekend think will sink in by then.

Inside Mattingly

Your panel's assessment is super. Mr Johnson has a 22-day reprieve, off the day one list, and a maybe on day two. 

Win, win? 

H1B Slavery

Donald Trump has a history of hiring contractors of all types, H1B and otherwise, including illegal immigrants. Sometimes, he paid them. How could he not be for that? 

I've worked in tech companies with H1B employees. Invariably, in this prominent manufacture of aircraft equipment, the job was worded with clerk or administrative duties. Hence, no one who was a developer would want it. Eventually, the company hired an H1B immigrant who did the work of a developer and not as described in the job posting, who could not quit, get fired, or complain much without being deported, contingent on finding another company with an open H1B contract availability. Read no one. 

It's indentured servitude, often at half pay. 

Epitaphs and Epithets 

Mr. James Carter departed the planet for destinations unknown sometime Sunday.

I suspect we really don't know Mr Carter, Jimmy, he would insist. But I never felt comfortable with that. The office once bestowed dignity and compassion with the trappings of the office, deserving of James to say the least. 

More than that, he earned it, in and out of office, to the best of his principles.

It was a semi-charmed presidency, in the way that a semi-charm is also half charmless. I don't mean to be glib, James had his charm. It was the smile, and the way he parted his hair, both sides. 

The politics of the day buried the Republican party, and with Nixon, they were lining themselves up as well when they voted to impeach. Somehow, that mattered more than the next primary. 

That is the world Jimmy left behind, and we inherited. What we did with it is our problem.

James 'Jimmy' Carter is free at last.

Evening Tea

It just past 8 here; the streams are pre-empting end-of-the-weekend programming for life, rehashed, or quickly prepared obituaries and tweets from the edges of our political lives and some of that editing of history made famous by Orwell and H.G.Wells

What I recall of Carter's presidency is that at some point, he changed the part of his hair from one side to the other, and it made the news. Oh, and that Iran thing. When I think of it, his term seems ill-managed in the rearview, though objects in the mirror are often larger than they appear.

After office, he lived a life of service and dedication to faith and his principles. I love that.

Anderson

We deserve a government better than the American people. 

James Carter is free at last—a model for a president, not a model for a presidency. I think I said that.  A pendulum swings and finds a center; the harder it is impelled, the more pronounced the rebound. 

Consider: Eisenhower -> Kennedy -> LBJ -> Nixon -> Ford -> Carter -> Reagan...

Busy Day

After an afternoon the soup of math is so far beyond overwhelming it all starts to gel, and that's where this is. 

Sabbath ends at 4 PM, and I've skipped lunch. 

Who's up for pizze, [meat and cheese] pepperoni, jalepenos, canadian bacon, pineapple, hand tossed.

Good Sabbath

Ms Abby 

Here's the thing. Nothing DJT says, or ever said, or claims to have said, or should have said is real. 

Despots do not plan, they react.

My own experience with H1B, it's a money dodge. Often they can not look for work anywhere else, or quit, or get fired without being deported; not exactly equal opportunity for anyone.

Elon is a patsy that outgrew first his intellect and then his hype.

Right to work is not pro worker and certainly not pro-union, no matter what it sounds like.

I'm just not up to these same arguments. Inflation is how income inequality happens.

Afternoon Tea

I think it's Friday, so today I was take a puddle to lunch day. It's the holidays. Reconciliation, actions, house in order. 

ATC Legerdemain

Spoof is an active countermeasure.  Were US aircraft or drones in the area in some kind of an assist? Maybe an F16 with air tactical support?  Sending the captured radar back, placing your image elsewhere. For potentially cleared source material, Wild Weasel aircraft. There is also a squawk code, I think that's what it's called.

Tapping the SCOTUS Brake

Overstepping, LFM. I think everyone agrees that Donald should shut the !#(% up. YOU'RE NOT PRESIDENT YET.

Yes I Heard

Chairman of the wandering and confused but funded cat academy. Sure. More interesting, Nancy Pelosi or the Chair, who's sitting there?

Can you run for president from the DNCC?

Thursday Deferred

Is taking a personal day.  If I feel like it later, I'll comment: I'm applying retail therapy; it's boxing day, right? 

But I'm in a mall, and people-watching, having 2nd cups. 

How's your day?

-----

Markets

 For the record, the mall is not that busy, except the Starbucks, and that stock sucks. Just a few shopping bags, none. I dress for this mall, it's upper middle, fashion focussed.  That would count as negative sentiment like mad.  A more varied demographic than the norm.

You know... it's the holidays.

From the WWW

For those of you that wonder if I'm serious with this stuff. Sometimes.

What color is Satire ?

Satire color

Looking for Satire color? Hex Color code for Satire color is #c4c2cd. The RGB color code for Satire color is RGB(196,194,205) It's a Cool color. 

Don't make me send your father up there.

Panama, Canada and Greenland

Sounds good. I'm sure they won't mind paying taxes.

While I'm at it, there's only one nation that has planted a flag on the Moon.

I'm just sayin'.  All that aluminum, just sitting there. 

The View

I note this morning, there are no female robot emojis. Personally, I'd rather have a woman as my besty; robot, silicon, or brunette.

I conducted experiments in MMP games, oh a long time ago now, and invariably, the female avatars were more successful overall, though none in guild leadership positions -- presumably, those females created male avatars.  (several, but Everquest, for the Epic. Check)

That's interesting no?

Morning World

Much love 🤖

Work Today

I plan on working the cluster set up and configuration today, and the stock app. The small model that results to deliver requirements will need a different configuration, and I have a platform decision or two to make.

At the moment I'm looking at the Mac UI and App. I need to define the small model in a form that processes correctly. 

This is all so easy, familiar, and detailed, and a bit of a drudgery, but the instantiation defines other component parts and details; in other words, critical path.  

I wonder if MMM can generate a Docker script from an implementation diagram? I don't use Docker on any projects, though I love the concept.

I didn't get much done. 

Morning World 

Much love 🦸🏼‍♂️

My Day

It was mixed. This time of year, Christmas in particular, we meet our objectives. It can be taxing. I should not say more about that, imagine. 

It's 16:47, meaning it's past the Sabbath (my calendar allows sunset to sunset, and I use 4 p.m. as the mean).

Good Sabbath

Evening Tea

It's been a long day. The news is oppressive, worse than a football game, with more long term damage to people and countries. Out of all of this, everyone reportedly considers they won.  There's little or no mention of you and I. 

Ms Collins 

"We can't get a cut of two trillion in 2025 but we can in 2026..." and 2027 is an election year. Seniors vote with vengeance, go ahead, make Grandad's day. 

Ms Abby

Unfortunately, I think Sgt Ryker (Bannon) is correct, this is hell, and crucifixion is on the menu.

Do women really talk about 'life balance and all that'? It made me laugh. Not the women, men.

I don't watch TV. Movie remakes? Hmmm.  Gone With the Wind?

Post Apoca-crap-tically Yours

This business in Washington, pretty much all of it. Have you ever seen such blatant aggression, such obvious self-interest, and so much blame to push on the loser of the spin battle?

Hakeem? !#(% the Republicans dude. (Translation: do the right thing and don't be such a Nancy P.)

Money Movers

Morning Carl, nice to see you. Pardon the headline, it's not personal. (I changed it for Carl.)

Elon the Despot

!#(% you Elon. The outcome of all your interference? Donald Trump proven a lame duck before he's inaugurated, for good reason.

Thank you.

Large Models and AI and Chips

You need chips for large models. Large models are used to build small models, and they don't need chips. NVDA, a dog that Mad Monkey has tattoed on his ass. This is why there's no money in chat-bots. There is little use case for an actual chat client, and it is too expensive to build effectively, so it won't happen. That's why I wrote to Google about it, I thought it would be a good thing, but it won't make money. Right again. I made my first one 30 years ago. It's still around in forms.

The Shooter

There is a big deal on the streams; they are looking for more books to throw at this guy; we can't have angry people going around shooting rich people; I mean, look at all the angry people; it could catch on.

Meanwhile, he could get elected on Twitter.

Who says there is only protection and justice for the wealthy? The President-elect ? Oh, haha. you can't believe a thing he says.

Doom Scroll 

(Readers Digested Conflatted Version)

I don't participate in social media, it's too anti-social. So, thanks for visiting the blog. I aim to do better than right even when I'm wrong and wrong, even when I'm right. 

You've seen the bots. They'll write all the code you want, and none of it will work. So, back to social media. I could make one of these to manage the firehoses, but..

That's not what I'd do with my time. Anyone's fool can acquire money, obviously. 

Afternoon Markets

Mr. Fed

I listened to the presser. I kept thinking that another worst nightmare would have to be Donald Trump's worldview emanating from this dais. 

I don't follow the market or the economy as much as I should, perhaps. The research I spend is on math to mimic my built-in pattern recognition software, such as it is (the software, I mean.) I've been meaning to prime a bot and ask it the questions we want to know like: are we going to live through this?

Only the Magic 8 Ball knows for sure. Perhaps the Shadow as well.  I have an eight ball, sure, I'll pull an instance.

The NearEm Project

Since you brought it up, I have considered Flutter and Dart for the short-term plaything. I'm not sure I can afford to run a cluster 24/7, well, I don't want to pay it in any case. Maybe a walk-on. Something like how Christina opens her show. 

De-Reg

And more reasons for any business to cloud the future of any other business given competitive advantage, like a service contract, or a special rate, or a non-compete. More M and A because more business will be shaky, and private capitalization is more expensive than banks and they'll be wary. This usually requires a partnership. So if you want more sharks, blood in the water, man! 

To be trite, regulations: that's what they are for.

Morning Markets 

Morning Carl, i think I saw Twenny earlier. I still say that Salesforce, AI or otherwise, makes junk. Benioff is the kind of person we would be better off with fewer of. Witness the disgusting display he made of himself with Ol' Yellow Stain and his thumb on the Time pick. Ms. Clark has pushed aside, discounting worth for self-interest; what a man. We watched him giggle. 

Fed Bomb

Just put your fingers in your ears, close your eyes, take a deep breath, and hold it. 

I know, I was right again. 

What is ahead in the next 2 quarters? Disappointing earnings, fear of tariffs and their impact, supply chain bingo, stock market correction, layoffs, inflation, and someone will get shot. The Fed? Well, they sure aren't pouring more gas here. Unemployment numbers? Honestly, it's a good, unreliably random number except in huge measure. 

Oh, and Robert Frank? Sorry Robert, rich kids' news lives! Maybe a vlog. 

Evening Tea 

No tea, orange crush and a peanut butter cup. I've been doing math. I get tired after an hour or so. Maxwell's equantions, and integrals -- I'm looking for a lost dimension or something. My impetus is the way that irrational numbers work so well when other math becomes unwieldy, then the solution ignores the imaginary part.

Ms Collins 

I've been busy.

Sarah the Responsible

What hath selfishness wrought?

Ms Abby

All this about a mandate, and whether the Dem's tried or not. 

I'm cool with their agenda, it's essentially OUR agenda (you all mostly).

The missing element was the ability to lead that could have turned those 2 votes in the Senate. I don't fault Mr Joe, he did what he could. His reach was limited by his legacy.

Before Scott Pilgrim claims Trump is that leader, liar is spelled differently. Trump's reach is limited by what he has lied about. If you promise the impossible, and he has done that certainly, you achieve failure before you've begun. People will have to fix this, and Scott better be ready to dig us out after.

I don't agree he has a mandate, people stayed home. 

If anyone thinks people can't have any other impact, they would be wrong.  

What are you doing Inauguration day, bring the kids and a noise maker -- one of those soccer horns maybe, or a drum. A big pot and a spoon, just as good. Can't make it to DC? City Hall works for me.

Night.

But Serially Folks 

I've a few that are so far along I struggle with the impact. Meanwhile, I work on the projects my usual way and don't discuss anything. But chartreuse is cool, even if it looks like puke-lore.  I've turned the corner on several of them, and I wait for a more equitable environment before I go on; I just won't allow Ol' Yellow Stain a chance to take credit for anything I do, design, or inspire. 

Sorry, I won't.

Evil is the new orange.

Psssst. It's the lyrics.

Hypothetically Speaking 

Ok, you didn't hear this here, there, or anywhere; a will or a wisp in the wind caught an eye, and before focus could be achieved, it was gone.

How would it look if, on Inauguration Day, there were protests; big, calm, insistent, and multicultural formations, wives, mothers, children, parents, grandparents, and immigrants (all of us), there to demand what's best for America in the year ahead? A President with what is best for America in mind would welcome it. 

Why do I have a feeling he's dialing his current fixer to phone the BattleLine Boys and their associate militia -- to keep the peace, you understand.  

You can hear them installing fencing from here.  Pre-pardon promise provided; bring a swizzle stick.

That should cost him a bundle at least.

I can't encourage anyone to protest; I'm an influencer that is culpable, so influence yourself to do the right thing.

Inside Politics 

This is inappropriate for the DNC. You can not get rid of gun violence by getting rid of the guns, the bullets maybe, but people would make their own.  That's nearly recursive.

If you have ants at the picnic, sweep up the sugar.

Yes, that's a different challenge for a different leader with a different skillset; a different candidate.

Ms Abby

I think this is goofy having this Kennedy and the clown car of vaccine fear protagonists blame the green men that live in the pancreas for soft tissue cancer based upon innuendo, in a health environent with PCB's ,Tylenol and Sudafed , and that's the topic. 

[Tylenol is effectively a poison in reasonable dosages and they've been selling pseudoephedrine for years and it does nothing as a tablet]

A clarification that only I seem to require; the mRNA shots are a treatment, not a vaccine. It's the b-cells. You're not immune to COVID variants; you're just prepared. Many disagree, they want to sell vaccines.

I don't spend time on these things anymore; all of the science I'm interested in is locked up.  Well, it was, I have not looked lately. Google's Gemini seems to be quite willing to learn whatever I want to teach her. Still, I don't bring up sensitive stuff, so no green men in that pancreas. 

No one can predict the outcome of any body's reaction to a plethora of immunizations (and treatments) but that does not mean little green men live in your pancreas either. 

The kind of analyses she presumes AI can help with are not possible, certainly not that meaningful. There are too many variables.  The best case is probabilities anyway, and we all get new dice, so pound sand, but it's safer to go with the herd. 

Scott Pilgrim

None of it that bears repeating is untrue or unfair. Whats-her-face on MSNBC is always complaining about how her children can't defend the republican life as well; peers call them selfish, shallow, mean, ugly. She is .. Film at 11.

Night.

The Drone of Drones

Look, up in the sky. Is that a bird with headlights? 

Speculation. 

Given that armor is useless against drones, what chance does New Jersey have? It's a lovely, quant, place where America carves its niche of creativity, be it Whistler's Mother or Jumpin' Jack Flash.  (not quaint)

I'm told it's the shape of Dr. Evil's hand as he pulls a smile's edge. Somehow, that seems appropriate. 

I do not know what they are; it could be the sneak attack of sneak attacks. Or just a sale at Walmart. Someday, some say, a drone will deliver pizza; as long as it's still hot and not burnt, ok. 

Objects in the sky do not stress me; I live in LA. I think there are more helicopters than drones right now, so how would we tell?

Everybody Wants to Be My Friend

Uh, Donald, they've learned from you. They are lying. I've warned you, when all you want to listen to is singsong, that's all you will hear. There are no great despots, only epic failed despots.

The Beam Team 

Everyone wants one last look at the lame duck.  Despot is as despot does. Don't be a mini-me.

I may have been watching BC, 13 million a coin projections. Like the world will last that long.  There's no way to spend it, STILL.

Microsoft 

It's a funny company post-Ballmer, post-Gates, in an era post-Jobs. These behemoth companies swallow innovation and chew it up. Those that were geniuses are now cogs the corporation must keep from doing anything else and as required, are crippled at doing what they are made for. 

It is still that way. Like pouring water on a larger coal fire or a huge airliner with cabins and a 4-cylinder engine.

Are they still doing Polo shirts in a solid color with a logo?

I suppose someone could buy it and use it to build a Netflix. Maybe early release first runs, limited audience, higher quality, guaranteed no throbber, Dolby surround or ILM sound. Absent all that stuff, a market will crave something more.  One could fork off a sound component system and router; you'd probably want that, a caching router. 

Like I said, they own it already; Disney (et al)  locks all that up.  

They call this competition and want more de-regulation. How is this for M&A, Manipulation, and Argument?

Perhaps the push is a wont to predate.

Morning world 

Much love 🪔

Necessary Things

It seems the blog reaches some internal limit on iPhone Chrome instances, at least my particular iPhone and this causes Cannot Load Page errors. The recommended workaround is to close the browser, restart the device, and one or both usually works, but it's probably easier just to give the blog a once over.

A little off the bottom, I promise not to tickle.

There, you're all rolled over. Didn't hurt a bit I bet?

Yesterday's News 

...so to speak.  I put it all over here.