Markets 

Who's driving today? All this momentum, you're diiscussing AI. Of course AI is going to miss, there's no money in it. That's why I don't bother with chatbots. I gave up on the thread in 2007.

The hope is to leverage something AI needs, like power, and real estate, and boxes. Pffft. Competition will eat everyones lunch, not a big lunch either.

Try making money on something besides air, what a concept? At some point someone is going to figure out AI to make things, I suggest the market is ripe for a flying toaster. Call Elon. Well, you wouldn't trust a car he made, maybe the dash is partially loose, self drive or Robo car. After you. Two slices is all the bread I'm willing to trust Elon with.

I don't run my life to make money for anyone.

Here is a hypothetical: Imagine light bulbs didn't use energy anymore. All of them. What changes? 

Morning World

Much love 🧑‍🔬

Ms Abby 

You Take the High Road

...and I'll take the low road, and so goes the meme. I have my limits, here, Trump is way past deserving less than I am willing to commit to paper, honestly I try not to take my feelings to that kind of place. 

Every day is a lower low, we get a little closer to slinging slime. I think that's what he wants.

The Weave 

Sting like a flea, weave like a Nigerian robe. Yeah about that, I have great cheeks, you ever notice?  He'd call him Commie Cassius Clay.

EOF MFS Dump 

I'm playing project catch up, I have some samples that I tweaked that with a couple changes I can work with; I just want the undercarriage, the models are bot-bogus. Busy work, while I watch blue eyes.

Like I said, this is already done. There are some cool things we put in. A thing of beauty, even without a head. 

Miss

Access is only half. I find it infuriating. You can give away bamboo poles, but the economic bar is higher. 

When you say 'strengthen America' what I hear is pad the upper classes. We're gonna fight. Don't tell me how the venture cap begets the economy. If it does, it's because it's the only path.

I'm not a cheerleader.

Read the demands, none of them are mine. I don't include my self interest that I can discern. It's a good practice, like yoga.

The struggle is because what has gone before is prolog. Don't ignore the whys of a Donald Trump.

The blog has rolled over.

Trump-O-Nomics

I tuned in CNN and what do I see? Donald Trump is free-associating on all the times he's threatened other world leaders with punishment, from tariffs on bubbly (Donald makes bubbly, the kind you break open on ships) to nuclear war. 

Some of it is revealing. The tariffs on South Korea are piquing, combined with the two billion in kickbacks for South Korean defense sounds like what you'd do to lean on an adversary or at the whim of one to curry favor. Yeah?

All these twenty-told tales, the victory laps of a one-term president that made a mess of the economy and left it for someone else to straighten out. They keep trying to assassinate him; it's that bad, and he's just a candidate. 

He started to discuss currencies and told tales of how he protected the currency, again with rumors of tariffs and bluster. He gets all worked up, like, wow, this is a cool sandbox I landed in; I wonder how it works; I guess I'll do it the old-fashioned way, with threats, blackmail, and the rest of the crooked tool bag. 

No one wants to live that way. 

The truth is the economy is a closed system. Those movies where someone steps on a seed in a time machine and changes everything? It doesn't have to involve time travel.

The Steal 2.0

Inside, those who know Donald wonder where the skim is happening. We know about his daughter and those Chinese patent rights he maneuvered first thing. No one seems to notice it much. Maybe it was a corner on the American rice market, but Asians  don't like how American rice smells and won't buy it. Something like that. It's likely the kind of thing a washed-up, wanna-be bag-man would cook up to stay on the payroll. There was probably a great deal of that during his term.

There is no shortage of shysters. These are the people Donald calls 'talented but not experienced' that do the heavy lifting, moving the boxes, loading the plane, sneaking in the hookers. Body men with an assist. Meanwhile, Donald once quoth "I am not talented at the oval office, but I'm experienced." He failed at his coup once, is what I hear.

This is so surreal.

Presidential candidate?

The Beam Team 

Hi Scotty. What a can of Spaghettios, am I right? 

I'm loving watching you deal with all this private equity spin. "You'll make more money with private than public; who wouldn't want that."  Who's he kidding?

Did you read the commentary where to put your eggs .

Carl

I'm watching all this investment in power. I note Google has a different option model, because they know. They are probably right about something, though how they would know one could wonder. Still, only Nixon could go to China. This is not that.

Chum in the pool.

Individuals have written operating systems by themselves. Bill Joy was pretty good too. Besides, that part is done. 

One thing about these bots. They are stupid as fuck about everything until you bring it up. There is no creativity or impetus. 

Ms Abby

I'm playing catchup, this lunacy wins stuff. I wrote a little about this today below. The question is: why don't the polls indicate what we would expect? I offer the polls are inaccurate. The electorate is in flux, first time, and vengeful voters not on the call list, maybe with only a cell phone they've changed numbers on every time they broken up or got out of lockup.

I can't defend the band of lunatics that mustered at the bugle call. Once, the parties hoped they didn't vote and didn't hang signs in that part of town. Now they have X, and it is run by a lunatic with moneyed interests.

Even more puzzling is people like Scott Jennings, willing to guzzle and bathe in that fetid Kool-Aid.

Commercial, I'll catch up like 10 mnutes. Yes, they consume the program. I'm at the break.

I'm installing mactex, it's MFS.

Gee, kittens galore.

🍺  mactex was successfully installed!

I'm going for a walk. NTSY all. Tell Scott it's not personal, it may be the only job he can get.

Dana

It may be that all the disenfranchised outnumber the rest, much to our surprise. Well, not mine. 

It is puzzling that this movement, for all its cartoon-like concepts and characters, is real; we all tend to think it's some innate inaccuracy of the opinion polls. Hillary was pegged to win with like 79% by the NYT.  Static, trend, or artifact.

These days, real-life patterns defy detection and identification. One thing often means another, and vice versa. 

The invariant to the elections, impossible to identify. The constrast, terrifying.

Projects

I'm reworking the project list. I'll wait for a while until Google can ensure my work is safe and secure because it is not.

I'll work the brain in my own space and look after my interests. I still have math to do, optimizing differential equations as lambda functions is also on the list, and I have a graphing calculator. /laugh

Morning World 

It really feels like a Monday.  🕳️

It Could Be

Someone remarked about Trump that 'it might be that he is weak and unstable.' 

I thought I said that ? 

His economic plan, if implemented, would usher in a period of great turmoil in the financial markets while supply chain cost changes push supplier pricing onto manufacturers, and people stop buying the things that become unaffordable. Large ticket items not made in the US meet tariff barriers and cost more, meaning US-made goods cost more in the US, too. As the supply side adjusts, EBITDA and profits tighten, meaning a declining EPS, lower share prices, and stock market correction. Possible recession.

The last time money poured in to keep people buying 4 dollar Starbucks. At the top, they bet on the tax cuts and leveraged everything to get in on the play. That was a party for the people with a ticket. The rest of us, a note from Trump about him signing a check to us that lasted for a week and the hangover sinking in 6 months later in inflation. 

The repeated application of this model will result in more hyper inflation. 

The economy is slow, but rather predictable. Don't believe me, ask an expert other than me. 

Project Shift

I've shelved some projects because I can't safely work on them.

It is not safe to trust Google with your intellectual property.

Morning World 

Much love 🧑‍✈️

Ms Abby

Trump, when he speaks out like this, somewhere in my brain I replace Trump's image with someone describing Trump, it works so much better that way, I'm not sure why I do this autocorrect.

"What is a new car from Oprah" ?

J.D. Vance

I would not eat it with a goat, in a boat in moat, I'd slit my throat. Or with J.D.

The Evening New 

This is my day in a nutshell. Nutso busy, and then there was the world. 

I'm rearchitecting the much-mentioned PD app skeleton using for-real implementations. It's feature creep, much! No, it's more challenging at scale, and I know too much to do poorly. The bot's code, sort of irrelevant accept for the GUI.

Other than that, it's a peaceful, easy feeling where possible. 

Mr O

Angry is not his look. That's his mother, some would say. I think his mom rocks. I watched his speech or parts of it. The thrill was a little gone or something. His hair was so white. Geepers, what did we do to this man? He was a gladiator. They named that haircut after him. 

The older one gets, the harder it is to stay upset about something. Not in the same way. Who wants to look like ex-president Trump? He looked a little frustrated, like he told a joke no one knew whether it was ok to laugh at. That may have been on purpose. 

Someone remarked she had to think about what I meant by what I wrote, and that's exactly what I meant. It can be like that.

I appreciate his stamina and his vigor, and I admire his style. We are both ENFJ types; sometimes, I see myself in him or vice versa. I don't do his mom well, if may be age or a different kind of life stretched out out behind. 

He makes healthy political arguments; his focus and concentration are hard for me to recapture as not a person of color. He earned the right and lives with the responsibility. That's what we all do. Anyway, he has no choice; he is here to lift that heavy load and not complain about it, but I'd swear you can see it in his face.

Maybe some cereal? In a box. I'm out of milk.

Go ahead, make my race. https://www.270towin.com/maps/3wlRX 

Do well with the recovery in the storm path. This is a critical path, with no positive outcomes for Trump. Other efforts could pursue other electorates. I note the Georgia legal morass in waiting. 

I'd like Larry Sabato's opinion. What does yer R say Mr S?

"I have seen children starving. I have seen the agony of mothers and wives." -- FDR

https://www.presidency.ucsb.edu/documents/address-chautauqua-ny 

Horizons 

I've a gaggle of goose behavior on a variety of topics this morning. On days like these, I always take the freedom route; I toss the keys to the subconscious and auto-correct the spelling.

Projects

I should talk about projects.  The top 10 is a bunch of stuff. I'm looking at the images from Florida with everything in piles, waiting for the next machine or impetus. I've so much backed up work I need a clone.  Enter all that, coincidentally. I've had suggestions to survey for rocks before sharpening the plow. Gee, I didn't think of that. The one force that has been my Narayana is exactly that. 

So that's the view you can expect on projects. If that's over your head, may the saints be praised. 

Ok, how's the grammar? Oh, there will probably be more.

The Weather 

What, you don't like the ribbon? Of course, we control it. What's your address? 

Morning World 

Much love 📽️

The Other White Meat

'he said that the new paper doesn’t change his bet that a human alive today will reach 150, because it has always been based on “a breakthrough in targeting the aging process itself.”'

https://www.nytimes.com/2024/10/07/well/live/average-human-life-span.html

Ms Abby 

I'm just cleaning up the project plan. What else happened today then, Trump on race? He's got his black person right over here; he likes black people to count his money because they are so easy to blackmail, as long as they don't live in his building or enter by a separate entrance around the corner. Where are you going with this?

I'm sorry, most South and Central American immigrants are from South and Central America, who are you kidding it's not about race.

Oh, immigration. I don't talk much about immigration; it's all twisted up in conflicting interests. There is a superiority factor here with Trump, but I'm not sure it is only about race. 

Profiles in Spewage

In a room full of men with a lot of money, Donald is the insecure smiler with a Rolodex. In a room full of world leaders's, he's the ruler with the best army. In finance, he's the fool some corporations have managed to make a deal with and not regret it. Assuming there are any. 

Even metaphorically. Which one of these does he miss?

Perhaps bluster born of insecurity.

EOD MFS Dump

Oh what a busy day, as they all are. I even had a spare moment to conspire about building out Emma, but I'm not sure GCP is safe. It also sometimes costs me a buck or two a day just for the testing. 

La Musique Que J'Adore

Juxtapose a la norme, je souffre d'ajouter que j'ai choisi ces quelques-uns parce que je les aime. J'etais autrefois un artiste, dans cette galaxie, et on acquiert le showbiz dans le sang..

Alors! C'est tout la meme nom!

Markets 

Not wanting to drop the lit match in this room full of gasoline, I'm picking my topics, and war is off the menu. We can talk about money, oil, elections, and trends, you betcha.

Beam Us Up Scotty 

Mr. Wapner has a non-standard panel today, so we'll adjust. Shout out to Jim, who trades somewhat like  I once did. The question is, what do we do until the other shoe drops?

Which shoe ? 

Analyst Bots

I've described the use of AI as ordering a carburetor. One must know what it does, what it is used for, and whether your car has one. Otherwise, it's a complicated piece of hardware that you have no use for. 

You have to know what to ask. I assume you read this. I refer to the outcomes of PPI, inflation, growth, and trends to prevent a recession and/or prepare for the coming potential administrations. I'm also assuming you're all in agreement that Mr Trump is --redacted-- and would drive the 'Vette right into the brick wall and blame us for not using the brake. These are also the aforementioned conclusions for a stock market crash, more inflation, and a one-way ticket right back to where we were. I've summarized this as money worth a lot less or less money for the wealthy. Loss of buying power is the invariant in that equation.  I know that's counter-culture to the raison d'etre for many. So buy a codpiece or something.

Socks and Hose

The Harris economic plan is explained in a political document; you'll find it if you look, but I didn't read it. It's clear, however, that she has read this analysis and is likely to follow the recommendations. You'd have to be blind not to.

I would advise preparing for that eventuality and using options to protect my shorts if Harris loses. 

Specifics, I'd short anything Elon, just for spite, but for money too. He's taken a spaceship to Mars already, and that flame-thrower chic elan of his has gotten old. 

You're all aware of my penchant for defense, so yada yada yada.

Exchanges

The remarks from Steve-O Liesman to expect a divided government have no basis in anything but opinion. I'm wondering about making that prediction, as I don't see that trend in the polls; if he means politically, or based on some other reality, or just plain selfishness, I agree it will be divided.

La Musica de Los Vatos Loco

I like the covers better, sometimes. Someone remarked that this is all 'old man' music. Well, no, I'm not that age. I make assumptions about the readership. From you-know-who  to pick-a-network to pick-an-analyst to who-the-fuck-IS-this guy, you're all welcome, and I assume most of you can read and are in fact, good people.

Oh, and Trump does too. He loves it when I kick his cojones.

An Update 

: I've added a line to the Demands for America page to whit.

Demands For America

We're building a better America here, one Gorram Jenga block at a time. I'll continue to post selections for the two lists as we mature.

(Attribution) as my memory and media streaming allow. I didn't seek permission for attribution and didn't imply participation, merely the source of the concept, ideation, or legislation mentioned.

Marie 'N Me

I need a change of pace; for a day off, I think I'll research biochem. At some point, you guessed it, it's population growth; hormones, signaling molecules, and well, honestly, the cause of aging remains a mystery. Ok, besides 'people get old'. Ok, people once got old, how about that?

See, I talk too much.

I'm sure there are models for this somewhere, in specificity, certainly. I'm always surprised to find the found.

Ok, that was good to pick up that part of my research, even to clear a path and set the boundaries.

Ms NBC

Correct, the correction is money is worth less, or money has less money. Same outcome. 

Just trust me, or do the math and publish the model.  This is what I always recommend. 

Another believer would be welcome. Read this analysis.  Welcome to the shortening of the way.

Trump Speak

"We've shared blood..." so says Donald, the ass wearing an elephant suit. The only candidate that would actually conspire his own assassination attempt if he did that. You know if he didn't he's thinking he should have thought of it.

Donald, --redacted-- you.

Who wants a Godfather president? I don't think so. If you don't prosper under him, he'll shoot you in Times Square just to prove it's everyone else and his numbers will go up.

He casts a vision on a beautiful city as long as you view it from a penthouse apartment on 5th Avenue.  Probably gold plated bathrooms. I wouldn't water my bum in an ungilded bidet, would you?

Donald, if you weren't running, you'd be in prison. If you disagree, then stop all this foot-dragging; you're going to lose. Eventually, your bottom is wearing orange, and you're easing your assimilation into the population. Make an Enema Great Again, am I right?

Sorry for the scatology, but we're sick of you. Make America Greater Again by GTFO.

Impeach Elon

After this 'dark MAGA' talk from Elon, someone get a rope. How many Federal investigations are ongoing? That would be a secret. He knows not how that world works.  I would call this talk a crazy English money lord throwing down a gauntlet. 

Go ahead everyone, pick it up. Boycott everything Elon, as if that was anything anyway.

Morning World 

Much love 🐝

Evening Vibes 

So a not much progress day and an already done with that day all at once. 

The Project has grown into 4 components, each to purpose and logically decoupled for the use cases.

My Model Marle

It's very quick, a use case and a stack and it appears. 'I can write that code block in 5.6 seconds.' Maybe that was just me. It is a lot like ordering a carburetor, you have to know what it is, and what it's used for, and whether your car even has one, but it works, maybe.

So like, I was pretty smart before. It scares me to think of what I can get done in a week. It's a good thing I'm lazy.

I'm wondering what I should bill Google for training the model on quantum mechanics, reactive designs and structure. Wait till they see what's next, why, the oil is lubricaton era.

My Day 

I've been busy for a couple hours with that project, and I've solved some issues I had with Mac python. Note to Apple, dudes, someone needs to steer that thing much better. 

I've more to do, a day's worth just to catch up. Now I know what a pain in this ass I can be sometimes.

Morning World 

Much love 🧪

Spit it Out

Morning Ms Dowd. I don't know these other guys.

Mr Tim is still running for Mn governor. Mr V is running for despot-in-waiting to Donald.

I said it then and then I went to do something else. Blue eyes could lie to his mother and not even blush.

It's all in that one clip, where he says someone is special, and says I love you like he's tossing a quarter at a barista.

Morning World

Much love 🗽

The De-Bait

Well I have to. Hello Margaret, great to see you. And Ms O'Donnell, your sister too.

I'm also adding project updates below, while listening.

The Punchline

Of course, the de-bait to a stumble or a bumble. Blue eyes could lie to his mother and not blush, I'm not sure why we're bothering. Mr Tim, we're all aware.  

Oooooil 

The alternative plan, the drill-baby-drill thing, it's a profit/price opportunity for infrastructure investment paid for by tax dollars to offset the EV trends. I don't trust Big Ooooil Bidness, or Trump.  Yes, I'm aware of Kock Refining, Koch Brothers, vampires, and werewolves, and casinos.

You're aware also that at some point, the cost curve goes up per unit sold, unless you do something about the infrastructure.

JD -- You Mentioned

How about cat ladies, free catnip and litter tax rebates?  You know damn well anything after 'loot the treasury' is on the back burner.

I'll wait for the CNN Experts Condensed Version with foibles, knee jerks, and screw ups in red.

Morning World 

Much love 🪖⚠️

Boss, Da Plan 

I've just downloaded the many-page self-described economic plan published by the Harris-Walz campaign.  I should preface that it is a political system and this is a political document. 

You can download it yourself here Harris Glossy PDF Version 87f.beta. But, you've seen it all before.

It's semi-informative and good to look at, if you like looking at stuff like this. I should be accepting of others' limitations, and remember to let them think they win, even when they run in the wrong direction, like my counselor advised. Well, it was the 2nd grade teacher and she said "Come in second once in awhile." Same thing.

So.. Great job. I like the fonts. And the use of color, spot on. So creative! It made me want to buy a Look! Magazine and look at the pictures. Oh, and the stories. My grandfather never spun such a tale. 

Ok, he didn't talk much, but he fiddled like a --redacted--.

Seriously though, run it through a strainer if you expect me to read it. This is how My Model Marie reacted:

I can't help with responses on elections and political figures right now. While I would never deliberately share something that's inaccurate, I can make mistakes. So, while I work on improving, you can try Google Search.

So then of course, I had to look. I was somewhat disapointed. Like I said, great fonts. But I have to ask, whos the target audience here, because I don't see one.

Oh yeah, Fantasy Island. You know what? I never saw it. 

I could continue the thread I had undertaken with Marie about economics.   How many one's does it take to make a million? Too subtle?

I don't mean to be rude, I would love to see this expressed without politics so I could build a model from it. 

Manu: Correct and Concise

As in nothing from nothing yields nothing. I submit any such collection is dismissible.

Project Roulette 

I've so many projects I never want for something I could be doing. I have my limits with some things, a couple of hours of math sends me looking for Sabrina Carpenter videos just to stop the carousel.  

I'm not sure what I'd do yet. I'm in the middle of coffee and it is not 9 yet.

 Verizon went on a long breakfast break this morning. No phones. 30 minutes. It came back 5Gux, I'm not complaining. Ok, now I'm complaining, it's out again. 

Morning World 

Much love 🫴