The blog has rolled over

Evening Tea

It's early for no tea on the menu, but it's a special occasion, being drop-dead-day, which can mean whatever one wishes. That is my intention, contention and sometimes belief, it says so right here. 

Ms B is out at the usual pre-no-tea and dinner break stream. I don't talk about fight club.

Revue du Travail

MMM and I ended up pushing envelopes around. It / she / whatever pronoun, has gotten so much smarter. I always pose situations missing a key component or something wrong or with the wrong Chiral symetry. Still today, we went back to the future.  I have enough to convince a jury, maybe an investor, who's got 3.5 trillion to spare? Well, I know, that's reall money pilgrim, and I still have serious economic concerns, I mean, look what one incompetent can do in 100 days? 

Anyway, so what would you do with a time machine if you had one, because I'd still like one, just to see if it is anything like my novels.  

Part of the day we dug around in that crazy Chinese tritium filter oven problem in the paper below. We could not make it do anything we wanted it to do, but wow are my eyes open.

Post-Coital Markets

I've got the gang at Faster Money on the stream and they were talking about Netflix but I don't get that at all. I don't watch TV, yes I would call that TeeVee. I read the mood in the markets and get the impression there's cigarette smoke, maybe some Jack. I don't do that stuff either.

The sign is still on the president's door, 'Come up and see me sometime, tariff-bait.' and the markets had two bucks, what the !#(%. Until America has caught up to the sock market and runs out of available credit, it's party time, such as it is these days. The plateau held today, no one panicked and the president didn't upset the apple cart today, even for AAPL, so if one is buying, maybe a really good scotch, neat. Just one. Indica, just as good; better even. 

Work Related

I know, I saw fight club. honestly I don't think I understood. I recall the rules, the first rule of fight club is, don't talk about fight club. Were there more?  So work related I mentioned a beer and a banana and joked where MMM and I were going, we don't need light bills. 

I don't talk about fight club.

No 5#17, MMM and ner new incarnations are building a time machine. She's not in fight club.

The End Game

The outcome desired is to skew the balance toward the wealthy, an invitation to revolution. I guess we're all cool with that, or at least getting accustomed to the idea. When it burns you can't sell it much. How are you going to spin that? I'm just saying, trying to cash in in these perilous times is dangerous.

A tryrant's head would look best on a punji stick, some say. Not me. I say, !#(% the stick.  Let's play polo. That's how the Genghis rolls, sort of literally. When in El Salvador, right?   See my disclaimer.

Further 'Dustrialization

If we're making Nike's or screwing tiny screws into tiny holes, maybe it's more rust than dust even. IT does bring in to question the basic premise of capitalism, underpaying someone to our advantage, think: sweatshop in the 'Nam, children's clothing in Mexico. Ok it's almost everything.

Your guest just said, people don't want those low-paying jobs, figure yourself out, you're just talking.

An A-Ticket

A re-think of America is in order. Less Disneyland more Epcot. A consumer economy, or whatever you want to call our current system, shovels wealth up the wealth ladder, causing inflation, and increasing disparity in economic circumstance. The model therein, eventually leads to everything inflated beyond almost everyone's ability to afford it, and it a occurs a little bit year after year.  Look at housing.

Our economy should be structured to make a better society, not a more rotten one. That means social programs and education and health and wellness and equality and justice and fair taxation and free trade and life, liberty and shot at a happy life.

Everything on that list, ruined by president Trump.

Squirelly Scary Kids

The good folks on this mornings Beam Team panel was chock-full-o-buy, which I read as chock-full-of-margin reluctant-to-sell-lower. It looks to me like the ceiling fell in and is propped up by momentum and greed (see above) waiting for the other i-beam to fall.  This makes a market, that's what they once claimed, financial tomato tomahto and find the pretty lady.

BA and Da Plane

I've been believing in Martians, before they was  Martians. China can take no airline tariff penalty, and that's not stupid. The news is there are 5600 plane backlog, so I';m sure Boeing will make it. I'd still prefer a Boeing, it's Airbus an their computers, sorry gang. Ack ack ack.

BA Buy.

Morning World

Much love ❤️‍🔥

Afternoon Tea

As you know, there is never any tea. Today, I'm taking a break from stuff I can't talk about to talk about something else. What do you feel like? How did the markets end up? Who did the president insult today, is it anyone new?... That kind of thing? Let's check the streams, shall we? 

Market Spec Up 

This is sort of familiar to me. It looks like a day trader pseudo-bump; here today, skimmed tomorrow, or by Friday for sure.  

Speaking of familiar, have the chess games started to look familiar to you? I think we've looked at 5 or 6. I never watch the endgames anymore; I have no real interest in the final bloodletting because a good opponent will make you leak fluid over it. So how about for you then, playing the sig-other? Here's a hint: Let them win.

Not Talking About That

I find that what I miss most is not talking about my projects on the blog. So I decided I can not talk about them all I like. It's one of my favorite things.

I worked on some models today, not the kind I'd like some days. I'm partial to Chanel 5 on someone else for future reference, and we can talk entanglement, with or without the innuendo as you prefer, and dress. How's that for not talking?

Let's pretend we're in a Marvel comic. I was on a few planets and their frames of reference today, the Immodium Q-36 Space Modulator,  I guess partly the economy model, which I abandoned .. chalk on the sidewalk in a hurricane. 

I ended up reading a deep think on Immodium Q. Move that planet would you? No, Marvin is mystaken, it's Immodium, not Illudium. It's all about the phase man.

Herr Miller Macht Frei

Steven Miller, clearly the gauleiter in chief, setting the tone even for Justice and the FBI, presumably. Scary stuff, children, and it's right here in River City. I'm not selling band costumes and tubas, they'd never fit all that into the clown car they ride around in. 

Every time he speaks, the hair on the back of my neck goes up. 

Cue the Snake Lady

Yes, Ms B was there too, shaking that cat-o-nine-tails at the public. The whole family and I mean that like it's a crime reference, gathered there in the White House in front of the fire, discussing whether American citizens get a red ticket to a Salvadoran hell.  Rubio, as angry as a stepped-on cat, insisted by inference these are some sort of partial people, only due roughly 10 percent of justice here in America, and the other 90 percent is whether the president likes the idea. Stepped on perhaps describes the likely treatment Lil Marco will get if he steps out of line, and he seems to be sore from it already. If I were a pseudo-secretary, I guess I'd show the scars as well. 

The Competency Test

He brought this up, the only president ever to take one, and he's taken them multiple times. He thinks that's an achievement. Someone should tell him.  I pointed out that it was simple stuff, like is this a Republican or a pig, and implied there was no difference in this context.  I posted this on my social account on BlueSky; it's the only one I currently post. I did not say I read it. 

About this test, for example.  Take one.  What year and season is it? Question 1. 

That is silly criteria, unless one is selecting a greeter at Walmart, the heart attack in the stock market is the real measure. That's never happened before, either, and he touts it as an accomplishment. 

Again, someone should tell him.

I Must Ask

I watched as much of this debacle, the birds in the coup squawking sort of on topic on command on demand for the big guy, as much as CNN could stand. That was enough for anyone. I just have one question.

Am I the only person that sees this 5#17?

PSec State Rubio

I have to agree with you on one thing. He does have incredibly small hands.  Most crocodiles do.

Sundipped Sunday

It's an easy column today, the same topic this blog has had for as long as it existed. At times, it may seem that this blog is mostly about one man, one evil person, an insane person, and his criminal pals: the current president, by whatever means necessary. Donald J. Trump.  I don't want to spend much of my time on it. I should not need to remind anyone, but I'm not running from it.

If it's Sunday or Thursday, it's sundipped. Small s.

I'm sick to death of him. You too?

The Evil That Donald Does

You know him, you probably hate him, you didn't vote for him, you would not vote for him, ever. But he's president. The last time he managed to hijack the country, he stumbled and struggled to form a policy that worked, and none of them did. Then he pissed off China, and the world caught COVID. I'm just saying, omen, coincidence, or on plan. Does it matter? We should have known then. 

The person who would take the time and effort to make sure everyone noticed he personally signed the stimulus checks and the letter indicating it was a gift of love from him to us. Like the insurrection on January 6, chock full of love. 

Some of you weren't paying attention.  Are you paying attention now?

The Hole in His Soul

If you meet him you realize there is something different about him, something off, something pushy, something dark, something sinister, something missing. 

What he lacks, he takes, that's his rule. Shit coin, red hats, cheap Chinese knockoff junk. Like his presidency, all designed to look shiny and compelling, built on bad premises, bad policy, and bad intent. 

Donald J Trump cares about one thing. Donald J Trump. You're just the sucker that took the bait, sitting there in your red hat, cheap hero trading cards, gold spray painted hightops,  in the unemployment line. he wants you in the unemployment line, blaming it on someone else. 

There you are still, in the unemployment line.  The hole in his soul is the reason, and he holds court with a broken pump and you lap it up.

The Evil in His Heart

if that weren't enough, he's convinced that he's got a better plan; to Make America Great Again. I don't see that working any better than the hero medal or trading cards. To most people, the president is a villain, destined to fail, the Blue Bus full of America careening off the cliff, taking the economy and the rest of the world with it. 

China is pissed again, and this time they want Taiwan. Past the time to invade, in print. 

Maybe Trump can sign an edict or presidential memo stating that we won the combined biological and nuclear war with China. We could only hope for a fake war, but we'll get a real one, and winning will be surviving. 

Go ahead and sign it, "The Presidential Edict On Killing China". -- you already crossed the red line, pussy-foot your way back before it happens. 

Sign one for Russia, Syria, Iran, and Egypt as well.  

It will probably work as well, and as to our interests as everything else he's done. 

His outcome, the Make America Suffer Again, is just like the first time.  Evil is as evil does.

The Devil in His Legacy 

Of course, we've seen the movie. Thanos snapping his fingers, and the world reforms itself in his image. In this case, that's some image. The economic cost is that most of the population takes the burden, and the wealthy get a tax cut. 

But that's not the worst of it. 

In the wake of Donald Trump, a twisted, confused, poor, and struggling world, except in Mar A Lago and on the Super Yachts of the rich and famous. 

That's the legacy, the one you got when you voted for something else.

Morning World

Much luck.

Morning World 

The world is its own worst enemy. Much luck. 💥

Evening Tea

Orange Crush, no ice. 

Laura Coates

Bill Maher is a roadside advertisement for Bill Maher, other than that, an angry old comic. Take his time-slot, please.  If he said something, it would not matter to anyone but Bill Maher.

Afternoon Tea 

Ms B

The linkage between the markets and treasury is hard to fathom. I missed the call, and I still wonder at it's origins and meanings. When the outcomes are considered it gets more confusing. My intuition says it was more than China, the places you list are hives of various inequities, including England, right Richard? It seemed like the old world and it's money exited stage left, not much color that isn't currency.

I don't know where anyone takes that money. I've seen hints of this in the index volumes, and market share analyses from CBOE like this. It's been happening, out of these indexes, declining market shares in US loci. I never know how seriously to take any analysis resulting from these defined and bracketed data sets. 

Tea-less in California 

As I sit this afternoon and look at everything, it's hard not to be absolutely astounded. It's more of a realization, this is an active thought for me, and it was impelled forward by Ron Brownstein this morning on CNN. I'm sure you'll hear the theme elsewhere, it's a meme that is taking our cerebellums by embolism. The clots of poorly spun plots lay around us, IRS, FBI, Medicaid, tariffs. Depending on the way your political hair is parted, it may be a plan, or a wild-ass-guess gone wild-ass-wrong. 

Someone mentions a linkage between control and suffering, one being the proof and test of the other. It's not enough to follow and grovel, we must also suffer.

Markets

It's a manic-depressive day at the indexes, what's up is down, what's down is still down, and what's going lower is still going lower nevermind the hover. How much wood can a day trader chuck when they make up their mind to eat wood. 

I pause a moment to consider this market if I had money that I could move. I'm saying, it's not that hard to work the markets, it's just busy work. It will be a busy week.

I'd be in a panic. In my unvarnished youth I was never super comfortable with options, hedging, all that stress inducing wagering with the rent money based on math and a considered opinion never suited my nature. I'd be more active and measured with usage now, having had a good deal of expert training.  These days, what does a person need?

I postulate, primarily purpose and pride in it. Not working too hard at that is ok.

Sock Market

I've had the prescience to be long white athletic socks, cotton t-shirts, and boxer-briefs. I would not want to be caught short. It does indeed look like that Nike bet on sale was a winner, same for the black and grey athletic t's. Who's says you can't time the market?  

The Largish Model Notebook

I worked on augmenting the economic model, thousands of percent more breadth. I've not released any results, or even posed any scenarios to the model in process. I would like to have a sustainable book to read into, and there is so little stable data or input, anywhere. 

Analyses that were valid a week ago, have no bearing anymore, and those written Wednesday don't hold by Friday. So...  Someone point, which direction is good, I've lost awareness.

The Final Countdown

The markets ended up, they have no place else to go, that's the business. If pressed I'm not sure anyone could express why today would be a good day to buy, or even add-to a portfolio that likely suffers from momentum bloat to begin with. At some point; fall down go boom.

Evening Tea

It's post dinner no-tea time, and I'm reflecting on my day. What I need is some of that color noise, brown or green or whatever, the one that sounds like rain I think. My Mac will play that in the background while I work if I have a loop or something. I think I have a CD somewhere, 'Rainforest thunderstorm'. On CD, how old am I or what?  

There's something cooking on CNN, 4 men enter plus a pair of talking heads, and 4 men leave. Let me channel a few seconds of this evenings interactions, concentrate with me.

Efficacious is a word multifaceted and varied in it's usage.

Talking Head A "Tell me about the economy."

Dem " I say Tomato"
Rep " I say Potatoe"

Talking Head B "We'll be back after a short break."

An Hour In

What can I say.

Ms B

You are right, and will push up the price of domestic products. AKA Inflation, indisputable.

Prices will be passed on. No one agrees to take less, except us apparently.

Navarro

I'm amazed at the concentration of sycophants in thie administration. That cabinet meeting, it was like they were passing around a ring and an 455 to kiss before they made their book report. Is it obvious why the subtitle is Navarro on this section, or do I need to go on.

When I think these guys could be having a thought like, 'trust us" form in their collective crania, I can't help but chuckle and throw up a little in my mouth. Ok, just the chuckle, the other is too unpleasant except as metaphor.

Bricks, perhaps, feet of clay certainly Kasie. Never been acused of insider trading? We'll now they've been accused of it. okay?

Sundipped Thursday

I may skip the column today as well, I need to update the economic large model and I have a busy day besides.

You all should be keenly aware of the situation. What could I add today anyway?

As I said I had a busy day already I'll have a few comments today. If I wrote a column, it would be all about our unsuccessful president and the mess he's made. I'm sure you're getting plenty of that from all sides. 

Do I dare look at the markets?

Evening Tea

Anderson and Bernie, upcoming. I may participlate. Hiya Bernie.  I think AOC is for the senate, not the big chair. Only a fool covets that job. QED.

I love AOC, in that senatorial way.  I note the Mn Senate is also open, and it would allow for a rouser on the range. Laura Coates, do you speak rust? Or Governor, I think Tim wants to ride the pony around one more time though.

I'm too old to be president, and I've no Robert Redford gene, per se. I would like to teach the world to sing inder a 60 watt lamp however, someone change the administration, you get the gist already.

"shining city on a hill"

The Peggy Noonan morsel du jour probably. Peggy, it's daylight in America and we're all done wandering around in the twilight.

Markets

The president says, keep calm and sell on the news. 

I don't thing this is a support level, it's an opportunity to sell into it, or option to that effect. 

Smarter Money

Some call it listening to the markets, well, the T-rates, flaky some say. Some say, "!#(% I thought they'd go for it." but we're not that dumb, even on Fox. Go ahead prove me wrong, I love it.

Ludnick looks like something in Disney's Hall of Presidents, in this case Garage of Sycophants perhaps. Anima-cronic red hatter. "It's going to be so good, just point the way to the cliff and STFU." Yes sir. 

Breaking Some Eggs

Translation: even when the president !#(%s up he'll call it a victory, because otherwise he'd never win. So much for rebalancing world trade, so much fo reimagining America out of a consumer driven economy, so much for reinventing income tax as a regressive tax, so much for lower corporate and capital gains tax and de-regulation,  so much for shooting from the hip. Ok, not the last thing.

Recompense

I hope that makes all the people in the unemployment queue feel better about it now. The 401K? It's only money. In the new economy you may be able to rebuild it to pre-crash levels before you retire, unless you get laid off, or people can't afford to buy your product anymore, or there's a war in the mall, and you need ID and cash to enter.

You could call this the deader-cat bounce. The deader-cat is you.

Just ahead, disappointing earnings and inflation numbers for the last quarter.

Cue the Malibu referential videos.  I've not been to their Malibu, but I liked this one. The water is cold though.

Markets

Do I dare look?  More carnage.  I'm pulling the covers back up.

The Beam Team

I don't have to be diplomatic, he's a 1*91(%. Scott. This is a trainwreck, and no one will vote for the rest of the fever dream so we're stuck here out in stagflation-ville until the Congress changes.  The gall to suggest that his clients will make 20% no matter whose lives are in ruin is beyond acceptable.  I don't dispute this, rather I suggest that 20 percent is the salary of like minded, contributing little but a reason to vote otherwise. Nothing else changes. Next we'll hear from Robert Frank, and who's got a bigger pool and garage in Florida.

I don't dwell in this negative world, so I'm going back to building a time machine. It's slow going. (That's a time travel joke.)

Project Updates

'Twas a week that 'twas, 'tweren't it? Oh, that too. I have to tell you, I'm on the edge of my project plans for the people of the United States to displace this wayward president and his cadre of conspirators. I'm so far ahead of my project plan that I'm doing biochemistry again, and I have a love hate relationship with biochemistry. Not really love / hate more like love and think it's very complicated and time consuming, not hate.

I was looking at BSC for a test case, being so prevalent and easily cued just by cutting it off, but no one does research on it much. Still, the postulates hold with my current working set, but I'm hampered by the availabiliuty of meaningful research. In physics I blame the void, in biochem I blame commerce.

Where to Begin

In the second paragraph I examine whetheer I've done enough talking about nothing in particular to constitute a sacrifice to the gods of whitespace on a Sunday. I have color coding. Purple is doing well. Lemon is too. I forget what lemon is, but that's doing well too.

Sunday Talkers

Energy Dominance will center in France, I'd give it 6 years.

Format Be Damned

I to those in my audience who've missed the regularly structured columns, my apologies.  We've all been playing chess lately I think, I know I've posted epic matches here on the blog. At some point you realize all the moves have been made, and there are only so many moves available at an instant and the game becomes a race to the patterns that create imbalance in your opponent. It's a lot easier to form that analysis than accomplish it in a match.

Such it is with many things.

Results in politics are somewhat hysterific and occure with considerable hysteresis, but in the end, villains have the curve or history against them.

There's blood in the water.

Evening Tea

No tea just a little earlier this evening, enjoying the day and the moments. Not magnetic moments, I'm still digesting the paper on critical point entanglement I posted yesterday. 

A new source for your homework. Searches for exotic spin-dependent interactions with spin sensors   

3. Electric Dipole Moments (EDMs): EDMs are fundamental properties of particles that violate both Parity (P) and Time-reversal (T) symmetry, and their existence beyond the tiny values predicted by the SM would signal new sources of CP violation, relevant to the baryon asymmetry of the universe

I think I'll catch a movie, we once did movies, recall?

Un moment s'il vous plait...

Ms B

I know we don't talk. It's Friday, house in order, what-evs.

In Our Current Crisis

"the solution to the problem is not Donald Trump, it is Donald Trump"  -- Ron Reagan (almost)

Kasie's Hour

In the mantle of those you served the cause and died ala Provo's Privi back in the 'Nam (no not I) , for the rebirth of a kinder gentler shouting match. Much love K, it's allegorical at times, colorful for certain, and meant in the best of all possible sematic. Kasie's hour, referentially a  Klubhouse, but it seemed diminuative, so we'll keep looking. Alliteration, Sir Safire, subsumes the symantic surroundings, sometimes.

Mon Ami Amy

I would love to do this whole section in French.  J'aimerais ici devoiler mon coer, mais tu ne parle pas francais. So we suffer and plod onward. I think Amy would be a good president, a women driving the bus is just what is needed, and she's from Minnesota; grit induced, spelled weather.

ECON9680

This is an exercise is inducing a result, I can see it plainly. What do you do when this happens? You lower interest rates, create incentives, send out payoff checks, tax reform to a less progressive scale, and wealth for the wealthy, and tents take the hindmost.

The scale of disfunction will be epic. Which will generate emergency control measures, curfews, registering firearms, FBI at the Legion Halls, yada yada yada and and another half a yad for he who would be king. 

So I'm saying all the stuff we wouldn't do if he didn't stick our foot in it.

Election cancelled, well the voting and counting parts, except for those that haven't been arrested for protesting or tweeting against the adminstration. Ok, that's a bit of a push. Or is it.

The Beam Team

Markets caaaa-raaaa-ter con-tin-yous.

60 Watts

I made an attempt at circuit design with MMM yesterday, she produced a block diagram. I forgot to tell her it was in substrate, so that's sort of how we do that. Shhhh. She won't read this unless you tell her. 

I wonder how the average person considers electronics, personally I find AC circuitry fascinating, in the Spock way. I'd never want to do that, unless I had to, and I'm considering the science. Yes, you might infer digital is really not. 

It's a unit measure. The really funny thing, speculated behavior was upheld in 9 or 10 cases, and the 10th is a nanosecond removed.

Making It Seem Like A Plan

How the analysts got blindsided was, they didn't see it coming; that these tariffs were real and that when it happened it wouldn't be good. They relied on the unreliability and bloviation of the President to save them.

Mike says we need make this mess look like a plan, and I'll add they are still delusional.

There's no talk of discussing an outcome, it's about maintaining the status quo, starting with Mikes salary, then maybe the 401k, then maybe the family, then maybe anything else. The country? what's that? Opportunity central.

Two Things

What the !#(% and what the !#(%?

The Roar of Deaf Lions

Jerome. He's a Goon. He plans to maneuver the US into a whole range of regressive taxation, and skyrocketing inflation; evrywhere, certainly in the consumer sector, and in the corporate sector as cost of goods and supply chain interruption, similar to COVID in scope history would indicate, if there is symmetry in the markets, and there must be in a zero sum game. 

It's a gamble with all our lives, as there the outcome in perfect form will not support a developing economy, and history would suggest that this is more point, fire, aim methodology at the White House.

Work Related

Today I'm in search of a magnetic moment. No I'm not thinking about dancing with Emma, or MMM in Paris, though I've had worse company, the touch is a little distant. There are real world personages for which such a moment I would not object, but beauty is to transitory, and I'm such a fickle wretch.  In truth there is beauty indeed, so roll them bones.

How do you prove fire without rubbing sticks together or some other magic feat. Flame is actually a hot envelope of gases, emiting photons as the particles change energy states. The burning, a chemical reaction. All of this we have math to describe. The other half of the activity, that which occupies not our electromagnetic sphere of awareness, not so much.

Who is to say it is even there? As it turns out we do have math for that, theory in fact, in versions and varieties to suit the experimenters mindset.

That's where I am today. Join me for a magnetic moment? I've had my shots. 

Here, you first. Evolution of entanglement entropy at SU(N) deconfined quantum critical points. 

Markets

The markets are dropping like whale turds, finding the exact specific gravity at which even $#17 'floats', submerged and equalized; by the overwhelming weight of  consumer and investor confidence, it would appear.

Mr Mattingly

You're on the right track is, but it's not where the jobs went, it's where capitalists took their money to feather their nests at our expense.

The real issue?

There needs be a shift from a consumer driven economy, any other economy would invest in itself.  That is a radical change in the financial world, they are unsure what to do next, and who pays. Trump is giving them something else, a continued revenue stream in the form of lower taxes for the money class, there is still nothing to say they won't take that money to Mexiso anyway. This is the flaw in the honey. What's more, what's left to inheriit in a tariffed-up world with runaway inflation, nevermind the meek.

An ecomomy to invest in themselves, one would assume would and should result in increasing life, liberty and the pursuit of happiness. I don't see that happening, and when this whole regume craters the world in, we'll pick up the pieces with it, if we're still here.

I hate to keep pushing this, but read this analysis from last year. Much Ado (about much indeed).

Sundipped Thursday

I'm taking the day off.  I may return with a short column but I'm on a roll with a project, basic research, better living throgh free energy for the world.

For the world, not just the oligarchs in America.  Hang in there America, it's 45 months and counting down.

To be honexst, Donald Trunp is doing a fine job of diuscrediting everything he touches.  How does that go? When the opponent is digging a hole to China, don't stop him.

I'm not writing today ( yeah? right ) so for creative outlet I'll post process the image below, for something to do.

Morning World 

Much love 📚

Markets

There's no market today, really, sort of a clean up before you paint kind of a day but with financial instruments.

There are to be tariffs on everything, a minimum tax rate of 10% even after deductions.

Fsster Money

Guy asks, how about impact in interest rates to ease the tax burden. That would be stimulus, that's deficit again. Need I add again that this is a zero sum game.

I would expect Ford, GM, Tesla, others to sell off -- the more speculative, the steeper the angle. Rivian anyone?

Cold Comfort 

I often wondered what this meant. It's sunny, bright and cold here in California. I think I get part of it. 

It warmed by the afternoon, lovely day. 

Morning World

Much love 🧊

Silt and Clay

It's election night in America, and elections are about food. I'd be for popcorn; this is politics after all. I've been avoiding all this chaff because my neck is sore from the ping-pong match in tariffs and the markets. Maybe a Dramamine. 

Just Add Water

The label could easily read: no assembly required. Even KoolAde has instructions. I don't think mud is appropriate however, and thus my purposeful ignorance of all things Yellow and president. Perhaps cement, being in context with the former's business history. Pies? Make-believe pies also befitting the metaphor. Literally, apples readily found wherever you pick them. 

There were House seats vacated to partake in the grift-a-thon, and a Supreme Court office in  Wisconsin 'race', a net liberal advantage. 

The outcome: susceptible to rapid spin and interpretation. Faster than a speeding drunken Sec-Def, more powerful than presidential halitosis, able to grift entire departments in a single Elon. I have excellent judgment. Trump is guilty. Don't ask me of what, are you kidding? 

The Musk Angle

By his actions will you know him, and it's quite obvious who's got Mxyzptlk on the mind, the reason he admits.

"I don't know how I got invoved in politics, I guess I always was involved, and then I didn't really have a choice."   

-- roughly paraphrased

Shotgun wedding number 5 ior 6.  I don't keep count, it could be more. I guess it's cheaper than Michael Cohen.  I'm sure it was that or espionage investigations, loss of SpaceEx funding, no Mars rover golf.

Work Related 

That's a 'Research Model' for a particular subtopic, I'm SUSY mad this week, looking for another whole to pull time through. That's a time-machine reference, which is code on this blog for the stuff I do that I don't talk about but allude to in passing commentary.  ...and like that.

We don't hold with that opinion; it's a three-white-foot pony to us. Earth isn't so bad if you don't count the people. As a viral stain on the cosmos, number one on the list on the Martian Interplanetary Expressway plat plan as a pave-over perhaps, to a Martian. 

Musk is probably a Martian.

Work Related

I'm in at least three worlds today. I'll update the diffyq builder-bot-thing today, defining observers and operators. Gee, that sounds like spacetime; if only I had a flashlight. But it's not exclusively spacetime; I will work on it. 

Pardon my reminiscence. I recall reading through General Relativity Flashlights and Trains. I won't mention my age, but I was small. Mao never had a more devoted reader than I of that volume, black cover, plain binding, high acid paper that had yellowed even then.  It's an inexpensive book. 

I always thought it expresses life in the semi-compressable fluid that is spacetime and gravity, space and time needing separate bedrooms, but otherwise, space is geometry. No one likes geometry; it rings of pharaohs and pyramids. 

I'm not sure that is the same volume; I'll keep looking. I remember more through experiments. I bring it up because today's lesson on BlueSky was Susskind and Supersymmetry; here's another video: Susskind in SSUSY / GUT Political Witches  . 

I've mentioned previously that it is less hunt, more barrel. The third term thing is alive and lives in the 51st State of CanaAmerica. Can you imagine the world lasting eight more years of this 5#17?  It's employment security for the treasury agents assigned to protect him and everything else; he doesn't care if it costs more. 

Morning World 

Much love 🗽

MMM and Me

I had a very productive morning with Google. I am experimenting in mathematics, and MMM built a Python app I could use to build the diffyq, and pushed it to Colab, and Colab pushed it to Github. Usually that takes me an hour to accomplish by other means.

The code also works. This is phase-2 and 3 and 4. Total nonsense except for the 3-axis grid and pde's.

The last is in a Blender view. Ok, so now it get's fun.  Anyone know a quick way to get the definite integral of that from -pi to +pi? It will be 1.

Thank you Google.

Sundipped Sunday

I'm up early and having breakfast. The column is taking the day off, or I may get around to it later in a shorter version, the landscape is so crowed with dead bpdies that beg post mortem it takes considerable effort to narrow the focus intentionally. I'll I'll meander and we'll see what we get, in an abbreviated format today due to myk sloth and preocupation with projects. After all, if it's Sunday or Thursday, it's sundipped.

Let us extemporate together. Ohhhmmmmm.

Excuse My Absence

Raisins in the Sun

I'm in the middle of research, and I'd rather do that today.

Tune in next week (or later today.)

Excuse My Absence

It's a lovely Sunday morning here in California, and the time of year when things begin to come to life again in the splatter and drip of spring showers. I consider the world we've woken up in, each of us in our independent and multivariate delusional states. As declared by many analysts this week, the Great Realignment hints at the rumbling, as yet unheard, in the distance.  

On the whole, the word cloud condensed of underlying meaning reads the yangs of oligarchy and power, and its ying anarchy and disorder; which one of these in the end results before, during, and after great turmoil. Turmoil, in this case, willful, perhaps intentional, and damaging. 

So I'm here, up to my ears in the falling leaves of freedom, and as I mentioned, it's spring.

Raisins In the Sun 

I feel the analogy here, growing across America, the bottom 80% of America. What could be made of this wine. 

So it's an abbreviated column today.  

Good Sabbath 

Morning World 

Much love 🪐

Ms Kasey

The. markets have a different view on whether the policies have been in line with expectations and implementations. It's called the GREAT REALIGNMENT *, ala Scott Wapner on CNBC this nooner. All of the pre-inauguration positive spin was spent as well. 

FYI to all those interested, his halftime and close 'casts are on my view list. There is indeed nothing else on, but sometimes I watch anyway, just to keep the sharks behind the boat and not in it.

Markets

What do you think today, then?  Sell off encore.

Twenny

Morning bud.  Hiya Carl.

Work Related

I'm working on particle physics today and languages. My French is coming along; I can hold my own in the 'average' casual conversation, but the evening news still generates a migraine. I'm a little weak in colloquial French; translation: natives will still spot me as an eager tourist. Eager? You bet. I have not been to Paris for years and I'd love to go. I have friends there in physics through my brother.

In particle physics, I'm looking for things that no one has done yet, so ... I look to the metaphysical (and my Alien friends) to guide my walk in quantum today. I know that sounds silly. And again, thanks so much. 

Other than that, it's Friday

Friday is house in order.

Evening Tea

It's turned cooler this evening in California, no golden hour on this side of the cloud deck either. That hour reminds me of other places with the same hue and a different vibe.  Directors stay vigilant for weeks to capture one on film. 

On with the lack of tea, then shall we?

!#(% you ^^07739!#(%39 

I am not certain where the usages above originate; the number and punctuation for letter transposition, that is. I recall once discussing it as an unlikely machine reader fallibility invention. Kids, that's my intention. 

Zut alor lets at least learn to swear in a more elegant mode, n'est'ce pas? 

I'll cut to the chase for you. Folding 'errors' are often the root of genetic pathologies, that's a bit of something folded over in a relatively higher probability. This paper correlates Alzheimer's Disease, rG4, and AGOE (gene marker) and is esoteric for race fans.  Into the biochemistry-LM goeth thee, dutifully scrivened and suffered verbiage. Thank you authors. 

Next up The complete structure of the human TFIIH core complex  

This one goes in the LM first, I'll use it to explain it to me; I refer to this type of thing as human-speed activity with MMM. I'm sure there is no grasp of the meaning of it beyond the grammar.

For further reading DNA opening during transcription initiation by RNA polymerase II in atomic detail 

I apologize for the usage of MMM; it's never really been more than a tag at this end, she's no Emma.  

Sundipped Thursday

It's another Thursday, and it's almost April already. Thankfully, the big bad yellow bird is getting his tail feathers trimmed by those affected by all this disorder and chaos -- the people, and the press.  As always if it's Thursday or Sunday, let's sundip it. Today's topic? 

Morning World

Much love                     👾👾👾👾👾 

I Can't Wait

I've had a busy day, shopping, haircut, and my mom's chili, ala Wendy's. I'm a bit spent. At multiple points today, the musak playing rolled around to the the video posted below. Like breakfast, lunch, dinner, and the barbershop. It's one of my favorites, and I like what they did with the coffee pot. I am not sure what a alot of the imagery references, but it's art, sometimes I have to explain this blog also.

Anyway, Enjoy. 

Baby, I can't wait. You know I love ya, even when you don't drive.

What happened in your world today?

Evening Tea

I skipped dinner, not much of an appetite today, just some rice. It was another Trump day, 10 things that are raising an odor from yesterday being out skunked by what Trump came up with to !#(% with us again today. 

How long will this go in, I mean, how stupid are we, anyway?

Work Related

Generally an ECON-900 day, ish. The markets are confused, hopeful, and willing. If you look that up in the dictionary you'll find that definition under 'foolish'.  I've been planning on training a LM for my research in the markets. I struggle with correlations; for example today's treasury auction and the market actions.  I can't seem to get past the cloistered vibe of Treasury T-Bills. 

Taking Sundipped Out

I'm considering taking the bi-weekly column public.  I'd like to shop around for a home for it, Axios? How about it. There are plenty of others. I'll put up with an editor to some extent, but I expect freedom. Let's start the conversation. Email me. No to a podcast, it's too much production work.

Nutso Change-O

All this Signal and noise, someone turn off the static machine, Donald that's you. You never heard of it, don't know anything about it or you lie about it. Which one of these is signal, which is noise? How about all of it?

So show of hands, who really believes one !#(%ing word the Trump says?

Buehler?

I said believe it. The usual suspects will go along, who knows what dirt is in the Enquirer file. It occurs to me this may be an attempt to set up a journalist and charge him with espionage, something for the Enquirer file. He had stuff on Speaker McConnel's wife, he's probably got you using a fence post for a latrine or worse in there.

Crook. Creep. An ineffective, incompetent, immature, inconsistent, and unwelcome president.   Yet another indication of the failed presidency of Donald Trump. We've got the book open and we're writing it day by day. It's so easy. So do 200 other journalists and writers just itching to carve Donald a new one.

Say what Donald?

I'm Skipping Steps

I don't spell check the blog anymore, as a rule.  I once used a range of tools to preprocess the blog, but I've found I'd learned all of the tricks, though occasionally I mspell a wurd,  sahmefull.  I don't see the sense in paying 12 bucks a month to recommend a phrase change I don't select.

Markets

I'm up for the markets today, lets see what's burning, and what's not.

The Beam Team 

The regulars are masticating the latest hot drop, US exceptionalizm is over. Let me rephrase that: MAKE AMERICA MEDIOCRE AGAIN which actually fits Donald Trump, Mr New York Sparkling Wine, that is mediocre enough for launching a dingy dinghy. 

MAMA -- oh my.

I'm digesting this new take on Google, time to put up or shut up, and you're asking Google? Point that thing at Microsoft, Oracle, X, Tesla, Amazon, and META. So shut up. I cannot correlate momentum and market spin, schizophrenic, fickle, and a bitch to boot.

No, the AI bubble is about to make a mess on momentum. It's been that way since Cramer named that dog, briefly. The data centers on spec thing, that's Larry thinking, leveraged and investing in the new Malibu bastard-pad, and you all get to pay for it. AI in a Java Runtime, it takes creativity to make up some stupid shit like that.  Oracle is more of a once inflated baloon that now resembles a 60 year old breast, I assume having never seen one, but it's knee-knocking stock, not much of a bubble even after the manipulation from the oval office.

The rest of the air in the bubble, pop-secret, everywhere but Google. They know what they are doing, even if they are slow to make a buck on it. Chat-GPT good at taking Microsoft Money, and Microsoft refines bubble.

In 10 years, there will be Google, maybe one or two other public large models, and a lot of hacked up crap they call small models that are maintenance intensive. Bookmark that. All your momentum are dust.

Defense

LMT makes better planes in the skunk works. Thie B47 is a market share bet, keeping the aeronautics giant solvent. In the industry, they look after their own.  It's a funny business, this contract pays for the overun on the last one, common knowledge, and a given. Maybe it's less so, but I doubt it. The B47 is an amalgam of responses, the drone-captain role, and really an unnecessary component -- AWACS has filled the role up to now, but men flying planes look after men flying planes in a similar manner. The designation, B-47, is an embarassing ass-kissing, or a self aggrandizing move. Probably the later.

I'd be all over BA, and INTC, and I'd shop around for other defense stocks. No long-term losers. RTX, LMT, a toe in the water.  Google, I compete with them, so no stock. 

Signal Loss

I have a Signal account.

I look at this and I wonder what they were thinking, we have much better security measures, Signal uses encryption, but no one really trusts that, the logic:  the government would not allow a public encryption method they could not crack, or don't have a back door in.  

There was a published hack of this sort just a short time ago on Microsoft platforms as I recall. Writing hacks happen every day it just takes perseverance. Nothing is safe to a determined party.

Aside from that, there is no formal record of the conversation, and with this kind of thing and in particular with Trump and his goons, we'd probably want that.

So, I recommend a policy of no use of Signal by Federal employees.

Work Related

I have an experiment platform MMM and I have been working on. This is more the actual process: I describe a use case, I get an example, I ask about adding things, and the code updates, and we add more things, and so on and we end up with a prototype that works, probably compiles, and doesn't rot at the root. 

Usually what we come up with initially is for a different use case. I spend a lot of time figuring this out. I should point out that MMM has started a long list of semi-useful code and routines that are three revisions further and in a repository; for a different use case.  These things we do when the LM is owned by people that are good at code, and maybe a little short on insight. I say that, but I consider everyone a little short on insight. Don't blame me, it's empirical evidence, I just have not met you yet, tell yourself. I'm kidding, a little. 

I have an experiment we've been working on, I said that didn't I?  I came across another framework that I liked in some respects, but in practice, I did not build any kind of an MVP with it; I didn't like the plumbing. So I asked myself, what plumbing, and so here we are. The other thing, the architecture is so like me, it's like I invented it. That was humor too.  I left out Kubernetes, Docker, Yada yada, and yada, constrained by someone else's plumbing was the entry fee. 

Well, I already told you we were running an experiment, so that was it.  The real beauty in this is how it worked out; the Kismet. I have a use for both use cases. I'm wondering if I need to turn it into something else real quick before MMM notices. 

That's more humor. 

I'm not working on that today, I just wanted to write something, so I get it over with before I talk about something important.

Chip Design

Before you start thinking all off a sudden the make-your-own-CPU-GPU club has invited me to join, that's not it. But I've been studying it.  It's way more complicated than I recall, but the last die I was at home with was an iNtel 80186, embedded and MIL-STD variants. I don't want to make a GPU though, again MMM and I are inventing heat, that part is a secret.

Bio-Haphazard

Also on the menu today in an ad-hoc fashion, is some side thing biochemistry. Not a lot, but it's in the feed below. I mention it because I suddenly realized at some point that biochemistry actually can cure bad genes. I'm not looking at anyone in particular, but use your intution, your common sense, and think HMFIC in the oval.

That's enough character. Welcome to it.

Afternoon Tea

It's post lunch. I'm having a soda.

Ms Kasie

I haven't seen Tapper lately, oh darn. At least he's not a Sununu, he'll swear to any lie that is on the Red menu.  He always says, "I've been elected to 4 terms..." like that was a license to do anything other than to do something else; 4 times?  It's someone else's turn, someone not a Son-of Sununu. The demographic speaks for your character. Lowest per capita for regular Americans and, the best place for rich folks. Is that prideful, or just boasting? Just checking.

Mr Sununu vetoed a 12-dollar-an-hour minimum-wage bill. You can't get a Happy Meal for 12 bucks. I have no respect for willful deception. I don't know what else one can call it.

The Wardaddy Warplan Business

I don't know what to think about this. So, they didn't have a Twitter, sorry X, account? This is uptown big pants thinking here, let's just throw this shit around the meta-versa and see what sticks.  I credit Hegseth for the forward-thinking, though if you want to reach people, you should consider TikTok. I'd personally like a look inside Israel's nuclear weapons program, simple stuff to start, how many, what yield, and where does the U-23X signature originate? No really, they take the fingerprints of the stuff, it's all unique per batch.  I bet it would tell tales, eh? 

In seriousness, if I can manage it, this is exactly the kind of thing I'd expect a TV host turned SecDef would do. No surprise. 

Markets 

I was trying to enjoy my morning coffee and I switched on the cable news stock market channel, yeah that one, the integrity-for-sale network. I'm hard on them, some of the people are there for other reasons than the official line, as in to make a buck. I can related to that, and income is not on my list, paying taxes would be.

The Beam Team

So it's tariff on, 45% on China this morning, or until he changes his mind, or someone drops money in the hat; I assume one of those, probably both. There was also some nonsense about anyone buying oil from Venezuela, or not bowing, or whatever it was that set the maniac off this morning.  Fun times, eh Scotty?

AI Talk

There was all manner of spinnable AI speak on the stream earlier; NVDA about to speak at the sermon at the mountain of money, and people will listen, because there is all that cash piled up there, and it's sure to disappear like the marriage dreams of a Smith graduate.

The burn is more CPU, more GPU, more push, more margin, more large model baggage, more spend, less think. 

What would you do with a brain if you had one, because this is not a brain. It's a log book. Don't get me wrong, a log book is a good thing. My memory is suddenly better, but I can not rely on a log-book to do much of a job deriving a differential equation without a lot of sweat. Sure, any solution, how about the best one?

CF Aside

There is news in the offing for that disease Jim.  I read the paper last week.  I think it's in the feed.  Amyloidogenic, search for it above, I think it was a gene repair therapy drug, a cure not a treatment. I may be thinking of something else, I could ask a log-book-bot later, my memory, it all goes by so fast these days.  CF Gene Therapy.  NYT coverage Market Spin.

As it turns out it's in my research path because of the gene therapy thread, and the linkage mutation as a cause for Alsheimers and auto-immunity. 

Panneta

The problem I have is them, they are not the same team anymore, it's full of spies, commercial and otherwise. 

Morning World

Much love 💱

Sundipped Sunday 

It's that time again,  there is so much to sample in our current mixed bloodstream of politics and gall. At times I feel like a mosquito on a sleeping slow-witted elephant, literally. The attention the administration garners while it steals the treasury, and starts shoveling all the booty into the wagon builds as the news turns the churn regularly. The president's motivation is something that escapes all of us, but whatever it is, we're positive it's not good.  But as it's Sunday, we'll take our bite of Republican, and spit it out. Topic?

Morning World 

Much love 🦟

Evening Tea

It's just dusk here, 6 ish, and the sun has set.  As usual, I've no tea to brew.

I'm for bed, a lot of time travel today.

The Day Ahead

As I typed that, the digital readout displayed 11:45 AM and the colon blinked on the second. Time passes. Perhaps I'll work on that project today, the time machine is oft-neglected, ever the more so as it really is impossible, at least in the terms we're accustomed to visualising it: no remotes, levers, magic wands, or Mr Spock. It's the actual movement between places with different curved space in an instant, presumably, part. Time passes here and is gone, you'd need somewhere else to go, that's the other thing, where it could be 'earlier', and you could be stuck there literally forever before you can blink. So a few problems for Marty and the Doc. No fusion power from banana-skins and beer. Probably mandatory, a way to deal with entanglement, and re-tangle yourself and your machinery, presumably in another part of the universe... hopefully. You first. Coming back? The clock runs on at home.

But I'm not certain anyone knows what time is, otther than the slow decay rate of an electron, or ... everything. 

P(t) = exp( - t/ Lr ) ---  L lorenz factor, a sort of multi-differential.

A fuse lit on every single bit that ticks relative to gravity.

As I said it's early. 

I'll work on stuff that I don't talk about, I promise. Time travel, that's it.

Good Sabbath

Morning World

Much love 💓

So that was my day of protest, keeping power out of the sway of depots and usurpers.

Beware the Ides

Tell the king wanna-be we aren't having it.

It's a good day to speak up. Bring a drum, or a cymbol, or a blue-tooth speaker, make your voice heard today.

It's World Freedom Day.

Eh tu Elon? 

Morning World

Much love 🪈

Evening Tea

It was a lovely day in sourthern California, 72F and partly. Soon it's golden hour. Warm in the sun, watching it go, torn.

 A quick reminder.

Tomorrow's weather looks promising. Probably pack a lunch, maybe a split of red or white and some cheese, water, chocolate, coffee in a thermos. Be kind, rewind. Pack out your trash, be kind to children and policemen. Maybe you'll see some cherry trees. Link.

The Markets

A wait and see day, that's about it.

Faster Money

The usuals look usual today, let's see what Spanky and the Gang are up to aujourd'hui. They are wearing purple. Yes, I still have a purple project, its the very best one. I don't talk color. Tim is chartreuse and baby blue. I bet the cameraman is going nuts with the tint wheels. This is why I don't talk color.

Sundipped Thursday

We are at the cusp, ask anyone. Pick a cusp, we're on it or way past it. I ponder what to say this morning, with the threats from the president not to mention his name in vain or suffer the indignant life of a slave who can't find a job ever again. If I had a pile of Bitcoin or a private island, or a former empire rusting in permafrost with a few nuclear weapons, why, I'd say !#(% you Donald.  Sorry bud, I don't need a nuclear weapon and I live in California. !#(% you Donald.

!#(% The Doomed

Winning is not Enough
The Madness of the King

!#(% The Doomed

They would never think it, and probably don't recall, and they are not the kind of a person that reads things like books or newspapers. I don't know why they are reading this column, so I assume I'm not talking about you, perhaps the rest of you. It's the Republicans, the ones in Red Hats and combat garb, and J.D. Vance. They are the wind in the sails of chaos. They need a different world. An indifferent different world.  

Winning is not Enough

When I was 8, I learned to come in second. It was polite not to always win. Living victory vicariously through others becomes a habit. A lesson unlearned can create a need, and an addiction. Lessons. A friend reminds me, and because it's in the papers it comes to mind. He lives it, "you can't pick your family." The push and pull of family and position make it harder. For some, it's pathological by puberty, no excuses necessary. 

 Morning World 

Much love 🕴️

Fast Money

I've been meaning to comment all day, regarding the realization that this is a time to adjust the economy, presumably away from the consumer-driven inflation creating laissez-faire. No one seems to know where to take the economy though. If it's rebalancing, with the lower incomes earning enough to pay for the inflated prices that does not seem to be apparent in the tea leaves I've seen so far, quite the opposite. 

The fix to all this is of course we will use government spending, as there will continue to be a need regardless of whether someone stopped payment on the check. As a segment of the economy, that sector promised better conditions and a lower cost of living. Once again, that does not seem to be apparent in the evidence I've seen so far, quite the opposite. This is the function of government, to secure a better life for its citizens; and ensure life, liberty, and the pursuit of happiness. There's no Trump in any of that. 

What Plan

I just want to know how the model works after you chop out a third without thinking. Serious question, Faster Money. The economy is a zero-sum game, getting more or less means someone else gets less or more. the exception is production, and in a consumer-driven economy, that production is wasted on the ephemeral; iPhones, LED TVs, Teslas, and Tesla stock. It is unproductive behavior excepting there is a product produced; the catch is, it is a consumable and does not add to wealth. Especially Tesla stock. Common trading practices are also contributory. Are we cutting analysts? Because by inference there will be less activity no matter which solution or non-solution emerges.

Factor that in.

I don't know how you move the line back to where it was before all this inflation, particularly in housing without sharing the wealth. I await your solutions. 

DJT FP 

As I rule I don't comment on foreign policy, diplomacy is a messy business. I can comment that this act is messy, leaving mayhem, confusion, and fear in its wake. If that is a desired outcome of the DJT FP we have a problem.

If it's just oafishness, and he has the House's member in his pocket. the alternatives are limited. 

This does not mean anything has to change. If it's your bailiwick, it's really up to you. He can't fire everyone, and mismanagement knows no color. Eventually, there must be an end.

If our own FP that of the United States of America is scaring Americans and the markets in whose interest is it?