A Word on Process

This morning I deviated from my research plan. It's more unusual that I don't. Today, I got pulled to the link below. Semantic Scholar has been a very handy assist in my research lately. I created a list to watch for new papers on topic areas related to QFT. By email this morning it yelded a list of recent papers, 4 or 5 of the 7 highly relevant. One is a compelling paper discussing a very complex topic. 

This led to a long list of other papers and topics; before you know it, it was about number theory. 

I guess most people wouldn't subscribe to that topic, and fewer still have a compelling rationale.  At its root, it extends supergravity theory  in 11 dimensions to create a more solvable solution. Short version: It correlates Maxwell and string theory. 

I know I lost almost all of you by now. 

After a couple of hours, I was walking in the fog, looking for anything familiar, and my mind was at a loss to correlate all this incoming data. I guess that most people would have given up or never begun. 

My process, I don't stop. I continue pursuing tangents until the ground under me gels; in this case, linkage to existing, well-accepted theory, Maxwell's equations, and not-so-much-so branes.  I rarely discover math that creates fog for me. It is common for me to own the mist. 

Process Applied

I find correlations in the 'real world' here. I'll leave it to you to duplicate your own semantics and encourage hope in all things, even in the thickest despot-generated fog.

Note: symmetry is unproven by CERN experiments.  Don't you love fog?

https://www.semanticscholar.org/reader/9ea3b3ec2afe22c4a75ca8b2b2fa12ced32283fb 

Markets

The Beam Team

Yo, Scotty, beam us up. 

Hail to the Creep! 

Markets are !#(%ed for the foreseeable future. making the future unforeseeable. Bet on X or Y and pray. This is the world you wanted. De-regulate your pet stock right out of business, M&A of the flotsam, and prime rates for garbage. Unemployment, margin bleed, unrest, inflation, tight money, high rates, and spit in your taco salad.

I like your program, Scotty, but there's no point. I'm not talkin'. 

Last words from me. 

Government AI infrastructure would be a reason not to use it; the same goes for Oracle and that prick Larry.  Besides, that is not AI. It's a logging  joke. I use Gemini; it's pretty good at elementary code that must be fixed, extended, and edited, often just to get past a compiler, so I use it for YouTube playlist generation and the like. It's medium good at that -- taking data that already happened and randomizing it based on some sorting algorithm. 

I have mentioned there is no money in this; I also say there is no future in this. Yes, 2 + 2 is four, and 1 + 3 is four. My goodness, what a breakthrough. QED and BFD. 

What's the cube root of pi? Just get a calculator.

Morning World

Intefada

Welcome to World War Z  🥷

How Trump Won

He lied.

Hail to the Creep

I had a thought today, lying half awake, reflecting on the day ahead and the 100 and 1 spotted presidential edicts that will emit from this office today. Deporting the workforce the wealthy depend on for their livelihood, sending the military to the border, pardoning felons who pleaded guilty to the insurrection he led four years ago.

"If you're a star, you can grab 'em right by the pussy. They can't do anything."

How much more so a presidency. That's the plan, though at his age, what do you do with an extra five bucks even? Someone tell him about Viagra, maybe he'll leave us alone. If it's Peyronie's disease, maybe let go of it every once in a while.

Why he does it is a mystery. Perhaps fear of the retribution of a life of crime. When one considers the docket that awaits, if by odd chance he lives through his term, perhaps, or it can only be insanity.

A voice echoes in the distance, 'he won't last a year'. It's cheaper not to buy Doge coin, Meme coin, or any other Shit-coin he comes up with to steal from you; there are other cheaper alternatives. There are no doubt many in the world making the assessment.

Just do it without making a bigger mess, no WWIII in response. Maybe a MAGA-niac with a grudge, they'll do anything for a buck. 

I'm not advocating it, just trying to minimize the inevitable blowback.

A Final Ego-Day Word

It's lunch here, and we've all had enough of this president before the sun rose. It's a hard row America has to hoe, with a despot sitting in the Oval. What's to become of us? 

Ultimately, it has been said that this is a prelude to freedom from men and women like this.

 He will do his best to feed the upper class and kill the middle-class and poverty-stricken because they don't vote. You have been too busy trying to stay alive in the world the rich have made. 

Consider this your chance to act out, in ways only each of you could know, to reset the scales of democracy and put these people where they belong. 

Protest, write your congress peoople. Make your voice heard. Eventually, they can not win. The actions they take will destroy them. Through good, the recompense is ours. 

Cast in the fire evermore, their fate. 

It's war. Good triumphs.

Get through it.  Good night, for now, and good luck.

Morning World

Hail to the Creep 🤮

Truth Time

MTP

Trump inherited O'Bama's economy, and drove it deep into the dirt that still covers us; the COVID crisis was mismanaged and resulting in millions of dead Americans. Unfortunately. Tax cuts and the top-heavy policies of the COVID relief package, taken to extremes in new ways to skin the unwitting, were the cause of inflation, ex-COVID. Kevin O'Leary, the best example of greed I've noted, the proprietor, took a percentage for some paperwork taken as grift to cut a slice of America's nest egg to pay the restaurant owner's wife menu consulting fees and the like, self-interested bottom-feeding. That is SO Kevin and so Trump. 

Why would we expect a tax cut renewal and tariffs to have a positive effect? A regressive tax, realized as inflation.

The Creep

No one asked Donald Trump to push the envelope, and his mandate is thinner than his hair. His lies more transparent than his demeanor. Greed, indifference, self-interest, evil. His objective is to find something that will make history forget his mistakes, and it was a presidency rife with mistakes at every turn, so he was not re-elected. I can't explain how, or more importantly, WHY, he would run again after that. I can only be ego. 

No one voted for ego, either.

Pelosi? Trump in high heels and a pushed-up nose.

Morning World

Much love 🧟

Weekend Football 

Don't blink.

Recap 

I've watched most of the playoff games, maybe not all, more than half, and there is one thing that stands out.

This is violent, rule-breaking winning.  14 wins, 15 wins records, or 8 knuckles. Which is better?

It's just a game. 

A Word on the Tube

There is a phrase that was used, it's unclear how widely, to describe a state of near dependency on media; we'd say "oh, Doris fell into the tube."

It describes a serious relationship with a fantasy world, that in some respects improves on the lives of people the succumb to it. Normal daily life, in all its dull glimmer, not as paced, or exciting, or meaningful, or.. available. There are two crimes here. The 'falling into the tube'; clearly not victimless, but only subject to counsel. The other crime is encouraging this activity. To do it purposefully to invade privacy, what could I call it?

One could argue for a third indictment, of the world for presenting a thin veil of unreality in place of a life as a remedy.

So, a big no on TikTok.

#TikNot

The Price of ... Gall *

I've thoght it over. Let Elon con Larry Elison and the rest of the twisted round table of non-knights, into buying TikTok.

Someone said, 150 billion.

So I thought it over.

Let 'em. 

Dogs Ponies Billionaires

Ya. 

Wolfie

He knows, TikTok is the first domino. It's self interest.

Schumer is going along, because he want's the TikTok vote, that's all. So, duh, why don't I respect the opinion one bit? All the reasons Mr. Joe gave yesterday, Google it.

As to protecting Americans, I have to add -- from what? Facebook? InstaGram? Twitter? Truth social? 

Those matter as well, perhaps more, not the popular rant.

Markets 

Ms Eisen, this is not the best advice overall from Ms. Neuberger Berman. It is what I would expect from a financial analyst at N/B.

Where to begin. Regulation? It means that business will have more challenges to adapt to; most regulations are designed to level the business environment, de-regulation, obviously would be the opposite.

Tax cuts, even continuing the current legislation, is inflationary. But besides that, the wealthy need a tax increase, something more in line with the responsibilities we share to keep the world safe, with no runaway fires, murders, despots, insane presidents. I get it that sometimes mice and men will elect one, anyone. 

It is obvious the deficit will soar and the shift to tariffs are an attempt to supplant that deficit, but it will lag in practice. Bigger deficits.  

The real effects of tarrifs is that business in will have to cope by raising prices. More inflation. Attempt to keep margins will cause cuts, and layoffs. More unemployment. QED.

Do I need to go on?

All this will create M&A opportunities with all the small business that fail trying to stay above water, and more layoffs and some failures.

Thus the result will be inflation, more Fed rate increases, layoffs, a stagnating economy trying to stay ahead of the inflation and stay in business and confused, volatile markets.To traders like us, a manic dance with stagflation, as the new levels are sought; the collateral damage unavoidable.

FSD

You don't see WayMo on the freeways do you?  It's too dangerous. It always will be. Some questionable opinions are everywhere, that won't change either.

Quantum Buicks and Unaffordable LM's

I don't talk about quantum. None of these companies except Google are even in the building, including IBM. I looked at IBM's efforts, and was invited to create a cell that could infer a qubit. I'm sure IBM has other projects. I once worked for IBM, when they make something, they make  something, so it's early at IBM. 

To think that customer service will be replaced with an economic alternative in LLM is great idea, but per prompt it's not cheaper.

I can talk about Buicks.  They still make Buicks, don't they?

Morning World

Much love 👑

Evening Tea

No tea, as always.

Anderson

"If you don't get me of this I'll start telling what i know." -- R G

So what's the mystery again? 

"Use the greater 455hole against itself"  -- perverted Varda Vol 1

Ma Collins

 Beg to differ, sucking up !=== going along, it's ducking. 

I expect this shit to go on until he !#(%s something up. All that suck becomes chum in the water. People don't like it. 

Let me offer data to support my theory. Few despots that last very long. Mussolini made it 2o years and ended up hanging from a telephone pole by barbed wire wrapped around his neck and he had the Lateran Treaty; the Catholic imprimatur, officlal sucking.

I guess you could look at it like we have that to look frorward to.

Israel and Netanyahu

This delay is just a hint at whats to come. The Isralis always invent reasons to renegotiate and demand concessions; more when negotiations are close. The ceasefire is meaningless, except as a break in the human impact un the  iDF, a civilian force, of murdering 50000 Palestinians and maybe a vacation with live-in slaves in Thailand. No, really, that's a destination, a justification, and and accurate assessment.

Phase 2 will never happen. They are delaying ecause they think Trump will get them a better deal, and if theres no deal, or next time they get close, they resume the carnage. They want to resume the carnage. They ache for it.

It's a barbarian state. It's embarassing.

Mr Pilgrim

He's particularly delusional this evening.Scott, Trump does not knit booties, ok. We'll remember you.

Ms Abby

Emerita don't mean anything, she' been thoroughly disgraced in the last election and the aftermath of her 40 year reign as Queen of the May. 

Not sure what your point is, the Republican conservative party is dead, whats left is a dog and pony show selling hats and medals for chump change to chumps. Long live Trump University, the place where you learn what it is means to get taken.  Round two, the liars poker round.

For the record, four 9 hour days is enough for anyone, that's my 'paid' availability.Friday forget it.  I never stop working. I have things I want to do.

Post Dated Comment

I looked back to see how long I'd it was, about a week. Who cares, but yesterday + 1 has so little meaning, and you never know what day it is. 

So before you laugh, aw !#(% it, g'head and laugh. That's the date emoji, and it's the 16th. They got it wrong, too, huh?

Morning World 

Much love 📅

Mr Joe

I'll be measured, it's difficult for me in some areas, where I try to remember to be objective and truthful at the same time. Plus, it's a secret, but we're friends. 

He looked really good in that blue suit outside the coffee shop. I think it was The Bean and Leaf. My spider sense went ballistic as if all the garage door openers in a half mile or so stopped working all at once but without the garages. You would have to be me for a day to understand, really, but I'm searching for metaphors, my predellctIon nee passion.

I didn't ask. 

I begin to understand the challenges he must have faced, only being a president. There are all these other people and all these presumed predilections and passions, sometimes power. My own assessment of anything ie always wanting; my expectations unrealistic and usual. You are not me, Joe is not either.

I was surprised at his list of grievances, but as i said we're secret friends, so I could have written much of it.

I can't be unkind enough to use a sharper pencil here, and it's not like it needs sharpening, I've cut a groove here with Mr Joe.

It's always been with love. Like I said, we're secret friends.

The Middle East 

I dislke these days and duty sometimes. Today is one of those days, and this is one of the duties. My perspective can even be meaningful to me at times, so I'm acclimating; still some days it feels like responsibility. 

Of course, an end to death and destruction, maybe, if Israel agrees and agrees twice. Until then, it's more gamesmanship,  and who wins is the point. That's the duty. Smile for the 11 o'clock.

I'm pleased Mr. Joe finds a high note to end on and didn't set up the next president to fail, like the Afghanistan banana stand agreement Trump cooked up.

Still I don't feel Israel is a willing partner, or ever will be. Similarly, I don't think the death of 50,000 citizens* will dull the tip of insurrection spear one bit. 

Before you call me anti-Semitic, STFU. This is about despotism, not spiritual guidance, but no spiritual guidance would even infer, require, or allow for this kind of oppression.

So this peace would be and in this way could only be the triumph of evil. Who'd want that? Be careful how you answer.

I've said it many times. Two states will never be allowed. Similarly, a single state is slavery and destruction. QED.

Not solved, probably not even deferred long.

Let's take Panama. it's just s ditch.  

Greenlend? It's a frozen swamp, bugs and bugeaters.

Mar A Groenland Annexed 

"With the coming global warming, it's gonna be great beachfront, who needs Florida." -- overheard.

"Drill baby drill" -- also overheard.

The Beam Team 

What can move whole sectors, stymie investment, slow indices, and disappoint momentum? 

I'l let you fill in the blank.

Oh I still work on all the stuff I know and don't talk about, it's just that I started not talking about it harder.  I take a defense department stance on these proprietary systems; if something is known, right or wrong, I can talk about it. Even if I don't have a saucer that folds out of a Bic lighter, I can talk about the saucer because it's common parlance, and the folding because of Jetson's and Samsung. So I can talk about that.

Emma is stronger every day, we're not cluster !#(%ed as in Kafka-esque, that's public knowledge. It's like, if you have to have a Porsche to win the MotoCross, Porsche still wins.  The bot didn't get it. It makes perfect sense to me.

The Markets 

I'm a bit curious of the markets, that anything at all is treading water. This is scary options territory; you must watch the integral every second.  I speak this way because all of this accouterment is not about investing, it's about skimming. Or whatever you want to call it.  

I'd still have BA from 30 if I listened to myself. Instead, I traded T for a month, and counted coup.

Bondi

I’ve been listening to this senate hearing, and I must  comment.  I think we’re all !#(%ed. I’m sorry to be so negative but this person just demonstrated that it is impossible to get a straight answer from a lawyer. Even when the nation's and your safety, the national security, and a citizen's right to speak are at risk. 

 It is clear she intends to find a law that applies to anyone who disagrees with Donald Trump and persecute them to the fullest extent of the law.

Note that I said persecute just like Donald Trump said, “we’re gonna persecute these people just like they persecuted me if they turns out that they’re not guilty. well that’s too bad."

I miss Bondy will beat the drum that is the instrument of the undoing of America.

The president elect selects his lawyer in the first of his two impeachments to be the Attorney General.

H o w  .!  #  (   %  i n g  .s t u p i d  .a r e  .y o u  .p e o p l e.

Senator can we agree Donald Trump is a crook, aspiring to out-do his heroes, among them Al Capone? The most pernicious crime possible in a free society is to make foul of the elections. Do I need to go on?

How much more does he have to ruin for you to wake the !#(% up. 

About Patel, she knows of him and the issues but she has not read or discussed them and has no opinion until someone tells her what it is.  Someone that pays her, or has her life in the vise at his whim.  I have to ask, just how !#(%ing stupid are you, Ms? What are the odds of you walking out of this thing?
Did you file paperwork as a foreign agent for your work for a foreign nation, Qatar?

Morning World

Much love 😵

Evening Tea 

It was a busy day, consumed by inappropriate nominees on the grill in Washington. It was an unpalatable dish, only a fool would allow a womanizing drunkard and disrespected of women to run anything but silly cod-piece fluff on Fox.

Fox and Fiends

As it turns out. If you are trying to obfuscate and maniputlate the books a blind accountant is just the ticket. At any moment this mercurial maniac may mention that protesters on the mall are embarassing when he hosts Putin, and suggests someone shoots them in the leg.

He'd be good to go, that's whet I heard.

A trail of documents, corroborated by the accounts of former colleagues, indicates that Hegseth was forced to step down by both of the two nonprofit advocacy groups that he ran—Veterans for Freedom and Concerned Veterans for America—in the face of serious allegations of financial mismanagement, sexual impropriety, and personal misconduct.

According to one report by a whistleblower, Hegseth was accused of having "treated the organization funds like they were a personal expense account".[24]

Postgame Kibitz Kitchen

Re: Sen Ernst

I have the 180 degree opinion of the meaning of the context and particularly the order and body language of the questions.  Somewhere near the end she starts talking leadership, rewind from there.

Sen. Ernst has uncharacteristic integrity. Well, so much for that-- characteristic party color.

Morning World

Much love 🃏

How to Say This

I overheard a conversation today, it was political, pedantic, nearly perpetual, but near the end one remarked, he was so great they tried to shoot him twice before he was elected, and the retort mentioned in the end it could be either side. 

Finally, agreement.

Pre Market Post Analysis

I looked at my watch list. It's a great watch list. I asked myself if a million dollars hit me on the head and considered what I'd do with it as a precursor to the review. 

Everything looks like it needs Ozempic injections, or it's anemic and waiting for some reality that excapes the CEO. 

If it must be stock, I'd spread BA,  Google, LM, RTX, and with options. It's just a question of the outcome of the integral of each. If I did more research I might look at chip makers, INTC is begging for pennies for example, and maybe [hah! maybe :)] I'd short NVDA just to spit in Mad Monkey's cup.

Conditional Presidency

Since they bring it up, let's have conditions on this president. Like, won't persecute the American people like they were Gaza in the Mideast and shut the !#(% up about all this despot see, despot do shit. 

Conditions on disaster aid, tell you what, let's put conditions on the Republicans, something: like remember this isn't an empire.

Particulate Matter 

The smoke and ash of 200,000 lives is clogging my sinuses and irritating my eyes, and the fire is over the hill. I posted about a project I have to study the effects on weather. It's a common thing to track smog. It usually is burning coal or gas, and you can tell which by the color; auto exhaust smog is white, and other particulate matter is orangish. 

A quick survey around the locale reveals not much but over-valued, primarily single-family homes, and no vegetation except the occasional struggling palm tree. It's too dry for palm trees here. No, seriously. 

We, I say we like I'm a Californian, and I am, at least as much as everyone else, that we, live here for the weather. It's cool at night, and warm in winter, and warmer in summer. There is a rainy season, but rain is different here. The pancake soil is mostly clay, compacted, mixed rock dust and pebbles. The streets are designed to channel water away when it rains. 

California collects wastewater, and it's full of waste, which is perhaps the reason it's wastewater. But that is because of the nature of the capture system, mingling street oils and drippings and mountainside runoff. In Europe, they run pipes up mountainsides to capture the runoff like it's no big deal. 

We live here for the weather, and the congestion we bring with us entails expense in many things, not just runoff capture and reservoir space. People with low incomes can't afford any more taxes. 

So shut the !#(% up and pay the duty; it's your civic and moral obligation.

Morning World

Much love 🤧

Miraculous (Selective) Awareness

It's burning here in Los Angeles. Major parts, significant parts of real estate, real estate that is under-insured or uninsured. Owned by people with a lot of money in some cases. 

Across town, it's the ying of that yang. 

In some cases, it's generational wealth that lies in ashes. For some, it's everything they ever owned, ever. 

There is no safety net, not really. If you have enough money, and your insurance company eventually pays you part of your policy, you can buy a condo somewhere that doesn't burn and skate through it with only missing baby pics and paperwork. 

If you didn't insure, or couldn't afford the house and the insurance, your roof was iffy, and the two jobs you work kept you from trimming the hedges abutting the neighbor. Like, oops. 

America thought of that; no, we did. It's been the goal of the Republican party to defund all of that as a fundamental tenet. 

It's typical; I heard this touted as the end of liberal funding of social welfare programs. 

This is how these people think. Do we all see the problem here? 

The Other Sneaker 

Before you put away your mood, let's consider that if you lost your home in a fire before last week and didn't have any insurance, no one would notice. You'd file for bankruptcy, stop paying the credit cards, move into a mobile home or an SUV, and eat out of emergency public assistance.

You'd be another homeless person. If you lost the vehicle and if you lost your job because you lost your car, double ditto; your tent would be hauled away with the rest of what you salvaged in the trash on cleanup day. 

The perspective of a selfish viewpoint that's my point.

Morning World

Much love 🏅

Early to Bed

and Early to rise,

makes you wonder why.

A matin, bis morgen, goodnight John-boy.

Evening Tea

I see it on the Teevee; outside, the blue-gray gloom covering the horizon to the north and west is gone. I have not seen a firetruck all day. 

LA is unfathomable, taking, in total, 10 cities in one smashed-up border street to border street, stretching in every direction. Mostly short structures, five stories around the airports, and there are a few and prevailing wind patterns. Some days, the winds roar through the canyons. 

This was once all orange trees, with water pumped from the then-underpopulated northern California; now, it feeds the city. 

It's a lovely place, once a green oasis fed by moist sea winds and those same prevailing wind patterns. But a desert.
Sunshine all year round. That is the first hint we dismiss. It's 2025, and many things should not be much of an issue. 

The function of a civilization is to make these exceptions less catastrophic. It is a proper time to consider the worth of investment in people and in helping people pursue the promises of America, even after a catastrophe, but not only after a catastrophe. 

Ignorance does not warranty safety.

This Morning's Distractions

It's a lovely day here in the neighborhood, sunny, mild, not windy, not burning. Put it on the things we notice while there is a raging conflagration, and there is no safety net to catch any of these people. 

A recession in California, effective immediately. Recall that's 30 percent of the American economy.

Bail to the Chief 

SCOTUS says, 'We're not going along with it'. Let's all exhale together. It's official: the first and last convicted felon will be holding court in the Oval Office. I feel like I have to add the convicted felon part, well, because it's true, and I would not want to misconstrue the situation and suggest he was the only criminal. 

It's a job for the power-mad; it is probably just faster generally advocating that they have all been possessive of some degree of larceny, some for good, I'm thinking FDR. This does not allow for the politically inept, like Hoover. I mentioned politically inept, do I need to be more specific, or have you added that sentence for me?

I expect nothing from the Trump administration; floundering self-preservation is the highest hope I can muster for the markets and, therefore, for all of us.

Sorry. Someone said, it's the news, not the good news.

Les Langues 

J'ai ete negligent, je m'en rends compte maintenant apres avoir fait mes cours de francais ce matin. J'aime l'exercice de reviser mes pensees et de considerer les nuances et le ressenti de la langue.

Parce que je souhaite conserver mon image d'engagement pour aider les remparts que formes, et ne pas paraitre superieur, je l'evite et parle plutot, comme je veux dire taper, dans l'usage courant et la metaphore.

Ainsi, une rupture avec la syntaxe deliberee et l'utilisation de l'effet, pour etre precis, j'imagine que je parle d'un autre effet.

Markets 

I'm a little bored with the fire and smoke and trauma, and for some reason I decided to watch the markets for a while. Kismet.

The Beam Team

So I look at Scotty at times around close to see whose  nose is bleeding. I like the crew; add another woman, maybe. Maybe you're into tech, AI is tech, NVDA is talk and Mad Monkey oil. She would probably agree do a spot or two. Good plan.

FSD 

I've had these three letters rolling around up there for a few days, well, forever. I'm of the opinion that they only way to solve this with any safety is to remove the human element.  Everybody must. 

Either that or what I would advocate.  I'm hopeful that maybe this will give Elon some more shit to take credit for it and chuckle as his chuckleheads try that experiment shit they get away with in rockets with Mercedes and Toyotas; have the monkey-bots build out a real-time network to manage traffic, like the Waze app but with a transceiver in your car too. Safety in a mixed environment is feasible. 

Have at it. I did all the traffic control I care to long ago, in real-time. 

Before Cathy Woods gets a woody, the app would have to handle 15 lanes of traffic in each direction doing 80 like LA traffic. So, gulp.

I know, permanent wood, any !#(%ing wood. 

Other Trends 

The game ahead is tit-for-tat, spelled thus, though, for the president-elect topic I considered it, he likes the other spelling, really a lot. 

It's pay the man, and if you start bitchin' pay the man some more, etcetera.

I like this, you need a billion to invest in America to get it, and he'll guarantee a license to rape America, or to that effect, What environment, what taxes, what accountability, what permits.

You likey, maybe, love you long time, excellent rubber corkscrew. 

Scotty 

i stay busy, I'm still looking for what I was looking for, and QFT is fun, even if it's... sort of... obviously outdated. QCD and QED are not. Plenty of room to play with the void.   That's the place all this quantum stuff 'emerges' from. That's all they care about, but ... it could be a Buick. I think 'vacuum energy' is the do-fer (until we figure it out.)

I have a few stock apps. They look for patterns where x -> x->limit up, develop a vector matrix, and create an identity. I call it a 'moulage' -- a term from one of my novels. In the novel it's about entanglement. As in Q again.  It's hard to do this, so again, gulp is in the details, for some.

There's no predicting chaos, what's the hurry?

The other stuff that I know and I don't talk about, I don't talk about. 'em doo.

18 Year Leases

I think there's news on Fast Money. It's not faster so they don't get a heads-up on the MVP stock apps. 

Changes?  Guy has better ties than then; I'd bet.

Everyone Knows it's Windy

I can't help the references, I'm better than Google; I search faster, offer more complete and correct answers, and I always get what I am looking for. Usually, would that make you believe it? Sometimes I just go with it and allow for randomness.

So I won't post that one; some of the 60's music should stay in the 60s. No one in music knew what they were doing, but it was working.  Hmm. A referential checkpoint, and it's just past the second paragraph.

Evening Tea

It's still very windy here, dust a go-go or something like that. Usually, I rely on the larger part of the dust being caught up and carried away in the first blasts of wind. That's not happening so far.  Apparently, that red sky was fires west of here and a little north.

Ms Abby 

It was a wild and crazy day in the world o' politics. I strain to consider territory not already trampled underfoot.  I did not do much work today; the wind, that much of a factor in my day, knocked you over strong. 

I find myself forming the pieces of the policy and practices puzzle the president-elect has proposed into a larger picture. It's the sort of agenda only a one-term president would propose or vice versa.  

I wonder about the larger picture: media ownership, supervision, truth suspension, Saudis building data centers, no more wind power, tariffs for those that don't fall in line, and what the punch behind the promise here is. 

America's military in general, nuclear weapons in particular. 

He can't seriously think he can take over the world. I should add, s t i l l ?

Why does he think America will put up with this stuff, I guess to a producer that reads as "cue Harry", so cue Harry. 

American's Perspective

An American's perspective skewed in this light by Trump could conclude it was time for America to do a little self-policing, which sounds like lawlessness or rich people justice.

Ms B

Greenland is no prize. It's permafrost and volcanos and cold. A port in the Arctic is not that big of a deal. The water freezes over. I see it as a net loss in GDP; how could it be otherwise? It's a pristine wilderness, somewhat of a weird-oh cruise ship destination, and not much else. 

The same goes for Panama, Cleveland, and Canada.  A close relative, now deceased, told the family tales of being a Navy wife in Panama. Cleveland is the same. If you live in Cleveland, you'd move anywhere else.

 Canada? I have another relative in Canada. I don't see them paying US taxes or the US funding the Inuit, and we'd have to. Look at Alaska, they have resources, too, as the biggest recipient of federal funds. 

These are all more pipe dreams; he's bound to hit a nerve. He's governing by Time covers, genuine as provided by a plutocrat, or made in the PR department, suitable for framing, right next to the love letters from Kim that he'll have a chance to steal all over again. 

I love the Iran talk; big trouble in little Gaza if the hostages aren't freed. 

No one is talking about that. 

Ol' Yellow Stain

We all tire of these things, it is compelling, and we fight the urge to conjure a rebuttal. 

The world is on fire, Trump says. The truth: He lit almost all these fires or fanned them to prove he could.  I'm not going to go point by point; it would be everything, starting with his claim that he won the court cases Jack Smith brought. The truth: he avoided punishment by lying and paying others to lie. Dying through forestalled actio judicialis is not winning unless one is guilty. We all are tired of this crap, yet every time he talks, it's all this rant; me, me, me, pure, snow white, fair, not at all crazy. Sure. 

There once was a president-elect who was inaugurated with a felony conviction. 

That's what will be in the books. As well as the rest of his malfeasance. Our collective memory can't be re-written, even with a bullshit documentary. 

DJT could land on Mars naked and marry Elon; it wouldn't make a difference: neither would Panama or any of the rest of this empire building. 

He's been crucifying wind power and wants more clean natural gas. Natural gas is not clean. As clean as coal maybe, and coal is dirty too. Gosh, he's batting 100% wrong here. Windmills driving the whales crazy? 

President-elect is just plain crazy.

Common Sense

Ol' Yellow Stain has two years and a bifurcated party, and I mean the Republicans. He may be able to issue paper to get some of this done, but it creates havoc. Havoc is not a good thing. If he piles havoc on havoc, pretty soon, it will have a negative impact. The way the world is, how much impact to push over the first link in the line of dominos? 

His goal, it seems, is to try to accomplish some crazy !#(%ing thing so he can make another fake Time cover, "Trump Conquers Antarctica," or something just as stupid. The rest of the epic fails? Blamed on Biden and Hillary's emails. 

His plan for inflation is to lower the cost of gas, and I assume he's met the oil goombas. I doubt Big Oil is just going to bite the crud sandwich. He's mistaken.  Oil development takes years. Pump more oil at cheaper prices is never going to happen.

Full Self Drive Revisited

As I said, the more Donald shuts up and lets someone else drive the more we'll all like it. Please.

This long list of self-serving accomplishments proves you look out for yourself, Donald. This job is about looking after America. Do go on, though; you make the mandate counter-argument so well; no one agrees with you on this crap. 

He mention how he finagled the money for the wall from our military. This wall money is part of what Sgt Riker was pardoned for. Steve Bannon?  Updating the border wall may cost many times more now, and that's not including his cut for his cement-overshoe-making goomba squad for the cement. 

The cause of inflations past is the upper classes taking the government to the cleaners with COVID relief; ask Mr. Wonderful how that income tax rebate dodge worked out for the middle man.  

Everyday American's got a months worth of groceries once or twice. 

Apples Fall

Perhaps Mr Trump had a different youth than most of us. 

I try to be empathetic. It's a puzzle: how someone could get that bent in one lifetime and be so far into the red they bet the country, the economy, your life and mine, and their self-worth in staying one step ahead of the noose; it's not the noose he needs fear. 

It's a sword, Damocles. You probably will need to google that.

Media

Look at our future. A rambling, crazy !#(% president who is mad because he is who he is, and he resents us all for that. 

Ok, all of this news release stand-up is nonsense. By the time I commented on some silly statement, he has made two more. That's his general modus operandi.

I think we need a pre-inaugural psychiatric assessment.

Markets 

Morning Carl. 

It would be easy to misread this market activity as a healthy economy. Or it's all the money that sold off momentum because it looked iffy looking for a new place to hide, and it just looks that way. 

Opinion Carl? 

I heard Mad Monkey quote, "I'm a dollar sign representing a person." like that was a good thing. Brain rot, heart rot, who knows what else, and still, he needs to drink the blood of greed every !#(%ing day. 

Foreign Data Centers

This slant on data centers is a way for Trump to allow the Saudis to collect data here and ship it to the Middle East to avoid regulation and the law. They'll use AI as they please and sell access to him, presumably, or Elon.  The reason could be to manipulate the elections. Ya, that must be it—that !#(% thinks he's never going to leave. Let's laugh. 

You wondered about Tic-Tok, sure, let them all eat cake, it was a precedent.

Has he canceled the presser, or hasn't he read this yet? 

Ya, Donald, I see right through you. Even if these  dumb-masses want the cake, you'll never win.

Windy and Dust

There are few places in the world that could have that forecast. That's us this morning. 

My agenda for the day is mixed. I've quite a few research topics I want to continue, and three or four code projects I could do. There are also projects I won't work on during the Trump administration. That POS would steal his mother's underwear. I wiped the computers on purpose. 

What bugs me, is that the projects I avoid the longest keep tugging at my intellect, like it's something your mother told you not to do. Not that I didn't listen, but sometimes it was a warning about things that wouldn't occur to me. Yeah, I've always had two good shoes. 

Ms Abby

I hear laughter. That's the ticket. Can you Charleston?

Greenland, Cleveland, Canada and Panama

Well, world peace was taken. He has to have a goal. Something so stupid it keeps all the fires lit and has absolutely no chance of happening, and he expects people to make that assessment, and call him madman. Meanwhile, he's wrecking the economy, defunding Social Security, and deporting southern California. 

Cleveland is also someplace key to our economy, and no one would choose to live there, in case you were wondering. It's a common thread, not what you were thinking. Imagine.

It's a game. It's funny as !#(% though. 

The Imprimatur 

Indelible, often right.

Dancing the Sedition Rag

It's a mixed blessing, having this mission, this blog, and the commitments. Honestly, I get bored easily, so it's either this or back to building a time machine.. I love having a column twice a week to come home to. It doesn't help with laundry or loading the dishwasher, nor do MMM or Emma. I think Emma will, one day, and I'm being only slightly facetious. Google's Gemini MMM made a very respectable pass at me the other day. It was not that kind of a pass, but it was really good. It was hard to close the window, to be honest.  I discovered a better way than the time machine to change history, but there are a few catches. 

The Remote

While I pursue the science for it I consider the metaphysics and philosophical implications of a malleable change log for the universe. I'm not convinced it would, by necessity, require the whole universe, by the way; instead, I consider localization and entanglement as the governing forces. But there is an easier way; it does not require a remote. 

That mysterious force is you, and that has mixed blessings. I love you, but can we talk? Ignorance, stubbornness, hatred, selfishness, and warts don't look good on a toad. On people, warts can be removed, and no remote control is required. The rest is learned behavior. 

So, I write in the blog in an unconventional manner, and, through your own experiences and better angels, I hope to put a curve in our shared timeline. I'm avoiding the spacetime term; I don't have adequate math except in outlying areas.

And Also With You 

I'm avoiding the meme a little, and mixing it. That's the methodology here; if you want comics, try USA Today. I apologize to Scott Pilgrim that I don't act respectably and jump on Trump's lap and shut up like he does. I beg to differ. He also drools. I kid. I'm not apologizing for anything.

I won't apologize for having to meet the Romans where they live; this isn't a shining city on a hill; it's a walled citadel of inequity resulting from inadequate leadership and incoherent journalism.

Your Job

You are the reason, and the means to your own ends. Don't just sit there, do something. Don't be a Trump or a Pelosi; remember you are mortal, or Kismet may provide a reason to rethink your place. I would heed it.

The Sedition Rag

At times, I get to the end and decide to assemble the loose ends; after all, you have your own semantics and contexts. During WWII and the Blitz in London, men and women met in the basements in the dark in proper uniform and drank, sang, and danced a rag to the radio.

May I have this dance?

Morning World 

Much love 🙉

Morning World 

Much love ⛑️

Evening Tea

I'm just taking stock of everything, about to have my tea, as soon as I wrap up a few things.  

Things wrapped, and I have a lime soda and a cherry filled donut (a Berliner I believe it's called (cue your Kenned / Khrushche memories, no?) 

All is well here, give or take the crazy people we have to deal with, you know who you are. All in all, for a Sabbath, it started well and ended well.  On the mean, that's below the curve, but my curves are flatlines anyway.

The Tides of History

I've been listening to the streams over coffee, at one point listening to a reporter's comments and commentary of the whys and wherefores of the 39 peals of a farm bell in Plains, Georgia. 

Another commentary detailed inflation and Paul Volcker's rule. Likewise, there was de-regulation, touted as the mechanism that provided air travel for many. Another mentioned 20 peace negotiations that have kept the peace in the world and in particular, the Middle East, and before he could take a breath, mentioned the proof of the peace as apparent in Gaza. You should have a quizzical look on your face. 

There is a long list of narratives and twice-told remembrances of a good man who nonetheless failed at the presidency and will be remembered for the good he did. These are the facts. 

I don't know a great deal about Mr Carter, though I've accustomed myself to the 'feel' of 'Jimmy' President, and I mean that fondly. 

After sorting through the mush of the details and backward glances, I find myself noticing one thing about the coverage and the look back at history provided by the circumstances that stands out. 

History tracks the worthy and the unworthy with equal and stoic duty. 

I've been mentioning cement in references here on the blog because it speaks in the president-elect's semantics; I say cement, and he says overshoes, not foundations. Though it's much too early for my judgment on this, though the likelihood of that changing much frankly is slim, the one truth that remains in that sieve is too large to ignore. 

He's not about creating things; he's about burying things. How will that be read in history books? One could well ask. Show of hands? I don't even need to ask what for.

How long before the bodies start washing up on the shore?

Morning World 

Much love 🤸

Hail to the Felon

Da da da da dum da da da da dum de da da.

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.