2020-05-01 at

Maybe CIMB* Should Buy Grab*

*Switch up the names to other similar companies if you like. In a less ethnonationalistic country, the title would be something something reverse IPO.

I saw a marketing promotion that made me think: it's a great time for some struggling bank or civil service to reinvent itself and its capital structure ... by becoming a consumer retailer! Just buy a super app. Credit is cheap, sellers need to deleverage, and an entire generation of back office clerks needs to have its manhours repurposed.

So cute. Wonder if it will happen. Just get big K to work it out, and my hypothesis that 'Uber-style valuation only works if you renationalise the assets after they have first been privatised and rationalised' would come through - with the added benefit that now, under the economic pressure of times such as these, it's a good time for governments to sweep their 10-year opex restructuring under a rug of good PR. National unity, folks, economy recovery. Yeah, yeah, yeah ...

On the Pleasures of Difficult Work

I want to share something I enjoyed, because I learnt something from the experience. This is about the mental state of running a business. I'm a bit of an elitist, so maybe this doesn't apply to every businessperson, but maybe bits of it will apply to you, and maybe you'll enjoy reading it so that you won't feel that you're completely alone in your work. I don't know - proceed, at your own risk.

Before accepting responsibility for running a business funded by public money ... I was 32, and I'd already spent most of my life thinking that most people get emotionally traumatised by very silly little things. Well, now I have more experience in emotional trauma, so I am logging some notes for my journal.

I started active mental conditioning when I was in college - my main project from 2003-2004 was trying to figure out if conscious experience can be thoroughly quantified (it can; I moved on to other projects). Part of that work involved various tests to determine the limits of what can/cannot be done with a human mind (fall in love with an apple; switch on and off empathy; remain stimulated in solitary confinement; be happy on demand; grieve on demand; read a page a minute; etc.). so that was a good period of training. It was one of the things I was more happy about getting from college - finding things to do which were more challenging than what the Malaysian high-school system (and the American college system, for that matter) had to offer.

So extending that, here's what I've managed to learn between the ages of 32 to 37, during which time I have been running a small cafe in Petaling Jaya. This period of work has generally been rather stressful for me, due to the limitations of the project (also not the focus of this post). In general, I seem to have managed to find something challenging to do with my time, but in order to achieve that, I think I've reduced my quality of life from being blissfully enlightened to having a modicum of what it's like to suffer in the trenches like a normal person.

If easily available obstacles offer insufficient opportunity for profit, then ripping the skin off an object is a sure way to feel around its structure, and to discover other strengths and weaknesses in its surrounding business environment. Over the years, some of the domains I encountered issues with included sewerage systems, ventilation, air conditioning, refrigeration, insufficiently-offensive architecture, venture-capital-funded land grabs, immigration permits, and so on and so forth. I've ended up spending weeks spooning through grease, faeces, mildew, and sawdust. I now know what it's like to have really whiny dependents, a government which I can't trust to manage itself, and angry debtors *sic* howling for blood roughly all at the same time ... nevermind the customers, I've always felt they have been the least harmful component of the entire experience.

I didn't take a complete break from work for over four years. Our operations have been oriented around 24-hour availability, and the management of crews that can deliver this remains concerning even if one is supposedly stepping out of the office. If I needed to travel for person reasons, I would always need to know the shortest route directly back to the office, for example, in case of emergency. I formed new relationships; I lost quite a few.

SARS-CoV-2 lockdown has been a really interesting experience. Two whole months with no babies to feed. Wow. It's been a good time to just catch up on my roots and focus on work that couldn't be possibly done otherwise ... weeks of just thumbing through reams of documentation, and pressing buttons in order to try and figure out how to run the giant factory that is software development in 2020.

It's been incredibly scary, because as usual, it's a business risk. We don't know what regulators will require after lockdown - it could force us to terminate our business model completely. We don't know whose tempers will have flared as various people (who find this pandemic-thing intimidating) might have come to all sorts of epiphanies about what they want to do with their lives, their time, and their monies. We don't know if there will be new parties out to destroy us. And that's normal, and it's normal for us to be on heightened alert going into the next phase.

Software development in and of itself is pretty scary. In the case of working without pay, without obligations, and without feeling a need to be tethered to social norms about what counts as sanity, one does move in and out of spaces which are both completely dark and precipitous. Sometimes you encounter a cascade of impacts from wave upon wave of badly documented work, which must be engaged with, massaged, fondled, and finally smacked into a usable result. And it's not your fault, it's just the broken nature of the world which presents these puzzles which hinder most businesses from occupying high ground. But that's what makes them useful - an opportunity to spoon shit, and to reform it.

Ah well, just wanted to journal a bit. There you go.



2020-04-29 at

Tomorrow's Industrial Organisation


Try it fullscreen.

Now that food delivery apps are popping up like mushrooms, I'm looking forward to their eventual demise - and to some innovation as the market consolidates. Without repeating too much of what's already been written, here are some brief thoughts adorning a Venn diagram.

1. From gigs and employment, to small business leadership

I expect to see INDIVIDUAL delivery riders maturing along this trajectory. Digital platforms that enable this are going to be minting it in the long run, as this is a whole new microenterprise segment.

2. Sacrificing margins in order to grow volumes

I expect highly leveraged SUPER-APPS like Grab will have to embrace their advantages in digital infrastructure, and to forego some margins in order to grow volumes exponentially.They will have to either make way, or go deep on the capital inefficiency of the physical layer - and if they do this wrong, they become Wal-Mart and die. Or they become FamilyMart, and survive!

3. Vertical integration while capital is scarce

Traditional E-COMMERCE is on a collision course with super-apps. Many people may not notice, but it’s less a question of whether Grab can kill Lazada, and more a question of whether Lazada wants to turn around, federate with other horizontals, and bite Grab. The e-commerce incumbents have a more efficient capital structure to begin with.

Thanks for listening. I'm just up late, and working on my own ... so it's nice to have someone to write to.


(for og:image tag)

2020-04-27 at

Yawn #61

Mar28 - Apr27

/

A lot of restaurants don't understand that delivery is a feature, not an app. If you sign up with a delivery platform, you turn your app into someone else's feature, and if you spend time developing that channel, you're developing a feature for someone else's app, when instead you could be spending time developing your own app and its features, and reducing your own app's bugs. Well, that's just economics, I suppose...

Later point on network effects: the more people use, for example, UberEats, the greater the chance of UberEat's monopoly. This is not the same for the restaurant, no matter how many people order through the app ;). Herein we consider the each business model's reason for existence... UberEats is a marketplace, a restaurant is either an entertainment boutique, or a convenience store. These each offer a different playbook.

/

Apparently 7am is too late, and one should hit the road at 6am.

/

/from conversation on why Malaysia needs to double its debt to 2 trillion Ringgit/ I really think it's time to drop the narrative that we have too much debt. We needed to harp on it to depose one criminal... that is done, and the deposers have been deposed. We need to move on.

/

What the bukake kabel contract is this...
[photo of red PPE suit standing in a circle blowing liquid over streets]

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I need a holiday from my holiday.

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Holy crap. D3 has grown a lot in ten years.

/

Another funny day, people making fun of this cardiologist because he has to defend himself in court, under remand. It is simply due process. Malaysian governments have always been full of pigs. I don't mean to be ignorant of how offensive this is. The truth of my assertion is fairly simple. All over we observe those who have about themselves in the form of holiness, while lacking the substance thereof. It is quite simple. Moreover it remains quite foolish for the median citizen to believe that it is shameful to be arrested and confined by law. The powers that be are many, and individuals are less likely to find esteem in such societies as this. The majority can call the minority shameful, and the minority will simply return the favour. Neither party will be more productive for it.

/

/reflection/ We could thanosially vaporise 2% of the population randomly, and besides a lot of of grief, the economy would carry on quite quickly.

The main reason for panic, and action, is (a) people are paralyzingly fearful that they will cease to exist, or that they will suffer on the way to non-existence (b) they fear for their loved ones or with general empathy for others.

/

Wow. What a time to finally get around to learning how to read SVG. To build a visualisation tool, to enable a software development tool, to be a good enough set of tools, to prepare us for later work. And that's not the half of it ...

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Go through the list of arrests explained thoroughly on PDRM's Facebook page. You will find, much persecution of the lower classes, immigrants, labourers, and their ilk. The rich? Talk, talk, talk...

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Payroll today. Is it time to die? Off we go to do our duties.

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Done with payroll. Back to software development.

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Not much was accomplished today. Just maintenance and a few curiosities. More serious work tomorrow, I hope.

/

Parti Pintu Belakang Melayu appears to have some secret agenda to reduce the national birthrate by teaching women to be completely undateable. Why? Main buntut tak cukup ke? Kena tambah lah misogeni. Are they trying to be the party that hates women?

(on Doraemon gate)

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Up. Moving on with work. Perhaps, time to reduce political engagement. Perhaps, as the issues are falling back to mundanity.

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Huh. That's what I always said about being the kind of person to whom everyone else looks and sounds like a joke.

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Hi folks, just sharing a visualisation of Malaysia's fight to contain C19. As of 31 March, case velocity is down from its peak, but we're not out of the woods yet. Monitoring will continue daily. Data from Wikipedia. This is COUNTRY AGGREGATE data, but if you want, you may use the same dataset to see how STATES, and CITIES are faring. This may provide opportunities for hotspot prediction, if combined with historical road traffic and transit data. GLHF

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D3's enter()/exit() semantics are the worst. Something else to write a wrapper for...

/

A brief reminder to all that emotional health is defined by your ability to have your emotions do as you tell them to. If you want to be happy, but can't, if you want to be sad, but can't, if you want to be calm, but can't... then you are unfit, and you need to work out. Of course, help is available.

/

So if Trump wins a second term, I will, um. Buy you a piece of cake. (Just noting the day I started believing that he got blindsided by C19, despite warnings, to permanent effect.)

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Horrible rate of work these last two days. Learning a new system. Callous approaches. Low success. Must slow down.

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Does anyone want to take bets on whether Trump is actually feeling insecure, to the point that he may off himself? I mean, I empathise for the chap, but at this distance, I'm not sure if there's much I could do to help him.

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Javascript programmers really need to stop calling everything just 'node', when there are four types of node in the application...

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The problem with systems (including software) designed and maintained by high-context cultured people, is that they often depend too much on presumed intuitions, and lack an algorithmic form. This is uncivil behaviour. What do I mean by that? For example, people who look at my work tend to say I am not an abstract thinker because I tend to try and lay everything out meticulously. On the contrary, I have very strong intuitions, for example, that most people I meet are not very useful, and should be exterminated. But I do not act on my intuitions, instead I engage with these people according to the rule of our society. That is what it means to be civilised. Now, back to working on software designed by less civilised beings...

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My lockdown experience as a business owner: Survival mode - actually that's normal for us as we've been "roaching" it since 2016. On the bright side, this is probably one of the rare excuses I'd accept for a holiday, so having no 24-7-365 (3-5 years on) operations to worry about for a month is great. Down side is I am removing my wage from our P&L while we are closed. I spend all my time during lockdown working anyway, I'm always behind schedule, so this is a catchup period.
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On the other hand, the whole world is now deploying solutions I'd have liked to build, so once again, we are late to market. But for a solopreneuring business without much capital, I think that is unsurprising, merely disappointing. Anyhow, the only advantage we will ever have is IP, so back to it...

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I got some help from the D3 community, and I have minimal working example of what I'm looking for. I've been playing Def / Led / UFO... and now I think I should play guitar. Good to switch up activities every few days.

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/commented/ As observed by various parties (in the comments)... BNM has had a rather open, free-market policy about proliferation of corporations within new business and regulatory segments. You can argue that the diversity of operations results in a leveller playing field, and better prices for the consumer - or you can argue that this diversity slows down the implementation of macro-policy directions set by BNM.

I think it's a fair question of whether we should (a) preserve diversity, by providing bail-outs, or (b) assume that diversity has already incurred a net-cost to the system, and by providing a buffer, which is now being slaughtered, the system is just making an insurance claim against premiums paid earlier.

Evolution is defined by mutation, and culling. Map, and reduce.

Of course, the maturity of each segment is going to be a major factor in the determination of bail-outs. A young segment whose technology has not been rolled-out maturely will certainly see more life-support, and older segments with saturated markets, margin-compression, and boring technology really deserve to see consolidation... then again, it's Malaysia, so we may just see crony politics playing its hand again... wth.

/

Since everyone is posting about what they learnt from the great C19 lockdown of 2020... my turn. I guess I have come to terms with being enlightened. A lot of my social network knows me as an entrepreneur - perhaps even as an entrepreneur who isn't very good at what he does. But to put it into context, perhaps we are simply coming at commerce from different angles. I'm an entrepreneur in the short term because I'm mercenary, I like contracts, and my current contract is ongoing - in the long term, I've chosen the entrepreneurial life because I haven't got anything better to do with my time. I retired years ago, around the age of twenty - not wealthy, but completely absolved of ambition. I don't know what else to call it anymore. It is a sort of enlightenment. I'm reminded of this fact because EVERYONE ELSE HURTS MORE than I do. They miss their old life. They fear poverty, sickness, death. They worry that their loved ones will suffer. I have almost none of these concerns - I take great pains to achieve this. I'm not saying that enlightenment is a good thing. But I am saying it is the right word to describe an absence of weight.

/

Awake. Food, shower, laundry, code.

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Hm. Palm oil is 8840 kilocalories per kilogram. We have stockpiles of about 1.76 million tons (probably unprocessed) and we're producing under capacity because global oil and prices in general are down. 15.5 trillion calories, 7.75 billion RDA-man-days (ok, suspend the thought that man does not live on calories alone), 234 Malaysia-population-days, buffer by 50%, giving us four months, and we haven't even started eating babies, cats, an cadavers yet... hmm.

/


_ => _
a => a

I have discovered two treasures. #pixelreduction #keystrokereduction #javascriptisugly

/


/reflection/
Writing software is 90% thinking and 10% writing.
Thinking about writing should be 80% reviewing the universe and 20% design.
Design should be focused 50% on what a thing does, and 50% on how to explain it.
Sum comes to about:
- 72% reading
- 9% designing functionality
- 9% designing maintainability
- 10% machining

/


1. F&B (& other retailers) looking to profit from price-controlled items (like masks): in case you haven't figured it out, you don't sell them - you give them away for free, with arbitrarily large minimum purchases. Example: RM30 receipt, get one mask, RM50 receipt get two. You're welcome.
..
2. Similarly you can modify your tax bill based on modulating between charges for goods, and charges for services. For example, if the tax on goods sold is 6% but the tax on services is 0%, then you want half your bill to be service charges.

/

12 day half life, for active case count. We just saw a medium sized jerk in total case counts, due to a spike in daily new case count, but this could be due to laggy test processing. At this point I think we're looking at a minimum of six weeks lockdown.

/

Currently the WORST news I am anticipating is if PutrajayaPintuBelakang fails to extend the lockdown to 6-10 weeks.

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Letters of prior tests, to avoid quarantine: /comment/ This is bad protocol. Unless the receiving country can guarantee that the subject was in quarantine between the swab (T1) and the result (T2) and is near isolation until transit (T3), the receiving country should quarantine the received body anyway.

/

I’m curious to read yours!

Four names I go by:
1. Jerng / Yang Jerng
2. Sully
3. Botak
4. BossBot🤖

Four places I have lived :
1. Klang Valley
2. Kentucky
3. Seremban
4. Maine

Four things I love to watch on TV:
1. Project Runway / Next In Fashion / FaPo
2. I don't really watch TV
3. Robot Wars
4. Little Britain

Four places I have visited:
1. Hanoi /Seoul
2. Yangon / Singapore
3. London / Oxford
4. Bali / Bandung / Jakarta 👻

Four things I love to eat:
1. Girls
2. Women
3. Ladies
4. I don't like to eat

Four people I think will respond and be fun
1. I don't really have friends
2. (Elect yourself 1)
3. (Hurry up 2)
4. (Come on 3)

Four things I love to drink:
1. I don't like to drink.
2. But coffee and tea keep me awake at the desk.
3. Diet sodas work also
4. Acidity

Copy and paste, clear my answers and put in your own!

/

Am I a bad person for skipping Muhy's new stimulus plan announcement? I just want the PDF... (Updated : only the rental thing helps my business, as we have zero employees, and we are not allowed to take on more debt.)

1. RM1200-600 x 3 months x <75->200 staff, if registered with PERKESO.

2. RM3000 grants for micro-enterprises.

3. Moneylender policy has been loosened.

4. 0% interest loans of up to RM10,000 via BSN.

5. Rental discounts from GLC landlords.

6. 3-month tax rebate/deduction (?) for PRIVATE landlords equal to rental reductions for April-June. Minimum 30%.

7. 25% reduction in foreign worker levy (annual fees) for an 8-month window.

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Solo projects are risky by nature. You set out to take a large risk, and as you progress to 10% or 30%, the people around you may start complaining also. Great, you think to yourself, now we have nagging and whining audiences moving through the entire range of progress from 20% to 80%... it is going to be a long trek. As years pass and you gradually get past the 70% mark, you start to worry about embarassment. What if all these people have been waiting around for nothing? They are presumably still going to be grumbly and naggy. It becomes harder to focus, as it becomes easier to succeed. Well that is just a thought that crossed my mind. I hope your projects are interesting too.

/

One of my following paid occupations is not real, guess which one it is? (Spoiler in comments.)

1. Board of Directors Compliance Officer
2. Art Gallery Monitor
3. Sewerage & Plumbing Maintainer
4. CEO / GM
5. Meditation Research Assistant
6. Researcher at ISIS
7. Night Club Bartender
8. Architecture Festival Intern
9. Change Management Technologist
10. Quantitative Analyst (IB)

/

"in the long run,
we are all wrong"
- Jerng's corollary

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D3 is such a pain today. I only blame myself for choosing to learn it instead of writing the graph viewer from scratch. But as I was discussing with a colleague, there is some merit to learning a lingua franca. It is a matter of polity. Everything is a gamble... writing off a week is a massive hit in the short term, but in the long run, it is cheap. And we are all wrong.

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I suppose the virus helps to cull the weak, of pocket, in body, and in spirit.

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Post MCO: I wonder if they're going to leave the pet cafes alone.

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Good morning. Still alive, it seems. So as one daily ritual follows another, time to cast off the weight of yesterday, to enforce feeding, washing and such. And then on to embrace the obliteration of time as it passes. Why does it pass? Who cares. It is passing anyway. Back to work!

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I guess a lot of people don't realise why listening to music helps you focus. When you add random signals into your field of perception, the brain will try to subconsciously filter it out. Basically you stimulate the brain to suppress more information in search for signal. Well that's the less popular half of the story. Most people are familiar with the notion of a tone or melody or rhythm or timbre which is reiterated for cadence. It's still a matter of SnR - a cadence simply provides a baseline for the determination of other information in a field.

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Today...
font-fats : 300;
font-fam : Helvetica;
... everywhere.

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Ah shit, now I have to cough up a slightly more coherent policy draft before bed. Why do I even bother with this country? Oh ya, cheap healthcare...

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Stressed and in pain. :P But quite manageable. At least work is getting done. Very slowly.

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Lesions. Fight the pain, recover form, and attempt to continue work. LMAO. Fight the nausea, and other perils of living as meat.

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/commented/ That is good advice. Following the general business heuristic that you check counterparties at arm's length, it should be assumed when dating (or engaging in other forms of trade), that your counterparty may not be able to :

- act (A) according to their speech (S);
- speak according to their internal verbal thoughts (V);
- internally or externally verbalise what they are feeling (F);
- have a firm, or any, understanding about where their feelings come from (historical experience, H)

So when we interact with new people, we always have to model the entire A <- S <- V <- F <- H sequence. Too complicated? Then just wing it loh

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18 days is not a long time. There's so much to do, which remains undone.

/

So there's a Whatsapp PDF going around supposedly from an 8 April cabinet meeting, saying there will be allowance for barbers to open as auxiliary services before the end of lockdown. If this turns out to be true, I am going to giggle - they were willing to risk THAT, for THIS?

I would go to a barbershop after lockdown. I did, the day before it started! But this is one of those differences between what I think is good public policy, and what I want for myself in life. I don't mind getting COVID-19 and dying. That's why I don't mind going to barbershops. But you as a policymaker, are you sure everyone is okay with this?

/

Personally, I could not care less. Yet in my professional opinion this Minister's announcement, if it has been accurately reported, is disgraceful to the nation of Malaysia. Under normal times, Malaysia displays poor hospitality to foreign workers, who are our business partners. Now in a global emergency, Malaysia deprives its business partners of their income, restrains them under guard, and asks them to pay for their own food. Is it possible, that this minister of defense does not understand that security (for Malaysia) can be improved by going on the offensive to deliver excessive hospitality to our guests?
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I'm not concerned about moral hazard, really. I don't believe in the existance of universal values. But this is a point of national security. It's prudent strategy not to stab your allies in the back. After all he is a minister of defense. Where is the defense here? Rich countries bullying the poorest of the poor is a horrible brand message to put out to the market. That being said, fair is fair, and everyone seems to be paying for their own food these days. That's where the heartful morally outraged souls of society find their special place... to arms, they will say, feed them...

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Rules for hair salons during MCO (eventually cancelled): Good. Many barbers will not afford this. Those who do will be famous.

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Robots don't "replace" talent. Robots are talent. All talent is software. When you hire a human, you're just buying a SaaS which comes with free hard/wetware.

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A defense minister says, the communications commission and the police will act against media portals which misrepresent government messaging. I have no feelings about this - everyong is doing what they are supposed to. :)

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I wonder how much money Malaysia spent on contractors and supplies, for household chemicals sprayed in weird patterns over public areas devoid of inhabitants.

In other news, resistance training has resumed.

And soon I will have to cut hair, again.

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Much work to be done. I'm rather envious of those in a position to help others. Pity about timing.

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By and large, the mass market branding of "specialty foods" is a confidence job, to sell ordinary food to people who are used to eating crap. I hope that people who are spending more time learning how to cook during lockdown will realise this. It's not hard to make decent food. It's simply the case that too many customers are willing to accept subpar food from food businesses. And that's why commercial food is USUALLY, extraordinarily bad.

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"An agent's executing thread executes a job on the agent's execution contexts independently of other agents, except that an executing thread may be used as the executing thread by multiple agents, provided none of the agents sharing the thread have an Agent Record whose [[CanBlock]] property is true." - wait, does that mean the spec allows for an agent to block the main thread...

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35 metres in 35 minutes. Google Maps is just bad at forecasting roadblock clearing times. If you see a red spot, manually design a detour.

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"Lorong tikus terkawal": Translation: We know that we have loose borders. We also think it's not a problem that people commute daily without documentation in and out of Malaysia. Except when everyone is falling sick... 🤣🤣🤣

/

Spraying disinfectant on people: Between the KPKT's ongoing jizz fests and the bunches of entrepreneurs lauded on TV for developing full-body misting apparati... I only affirm my hypothesis that unfair quantities of criticism have been loaded on the Minister of Health for making unofficial statements on drinking water. Where are all the cybertroopers now?

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Human rights are a stupid idea. But they work! But lots of other ideas work. Now we just have to implement some.

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I hoped much work would get done during lockdown. Now I'm starting to worry that not enough will happen. /extended reflection for a mental health awareness group/ I just woke up a few minutes ago, and now I'm taking time to organise my thoughts before I move to feeding and washing stations. Being in a job where we have faced a threat of termination every day, for the last 3.5 years, the lockdown in Malaysia is actually not a great disruption to my mental environment at work. But it does change the nature of the game a little. Under normal working conditions, psych-ops involves coaching and counselling staff on how to interact with each other, it also involves interacting with and classifying customer behaviours, applying the same lens to suppliers and investors in our business. There is a little less of that this past month, and a little more listening to the collective wails of the middle classes on their social media. I remain uncertain about how to contribute. But I remain watchful. Generally this meditation reminds me to stay alert. I hope you are all getting rested, and staying alert also.

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Dude, the entire campaign trail this year is going to be off the streets...

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/posted to a mental health support group/ In the game of commerce, every minute is a calculated gamble. I have played perhaps a million business-minutes over the past five years. Many observations and criticisms have been made about my play. I am always concerned with the criticism, but I can rarely allow myself the luxury of letting it affect our plays. Our role is to execute plays, not to please our audiences. This is a reminder for you too, too, to play the game without concern for winning or losing. The only losers are those who attach themselves to outcomes. Play better games. #typeBDomination

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Tempted to spend more time writing inspirational pieces because it's a nice change of pace. But I do have work, so back to the grind :P

/

Ok. Over to ACTUALLY building commercially oriented software. First up, I need to check up on responsive SVG ... meanwhile it is a good time for rest.
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The next day: read, read, read. Simulate, simulate, simulate. Repeat.

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I am not sure which is more warped: that I find Patrick Shyu's Tech Lead show to be entertaining because it's like listening to myself talk, or that I find it humorous because its (its host's) aspirations are somewhat divergent from my own... and that it occurs to me that he's a more normal person. Microeconomically agreeable, but macroeconomically divergent. Hmm.

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/commented/ Not sure if relevant: as a man I general adopt these patterns consciously when navigating bureaucracy in Malaysia. Our politicians use these devices too - works a charm, sometimes.

/

Why do people assume when I am offending them, that I am not aware that they are being offended?

I certainly don't speak aloud (or type) with the intention of being agreeable... if I'm going to expend energy, it's probably because I'm trying to inflict change upon a world that dissatisfies me.

#introvertProblems

/

Some live chat tools I learnt this lockdown:

1. Discord. Free tier. Main distinguishing feature is always-on, super high quality voice chatrooms. Basically virtual space. Otherwise it looks like black Slack.

2. Stream Yard. Free tier. Very polished product. Basically you can run a broadcast quality studio with screenshare, tickers, interactive comments, Facebook live integration, in 5 minutes up to 6 people.

3. There are some opensource stacks for building these Zoom-like apps. Mostly using WebRTC. Look at Jitsi for both client and backend.

4. WebRTC as a service example: https://aws.amazon.com/kinesis/video-streams/pricing/

5. SFU loadtester - https://webrtchacks.com/sfu-load-testing/

6. What is an SFU? - https://webrtcglossary.com/sfu/

/

MOH cancels disinfectant spraying tunnels: Say "alkyldimethylbenzylammonium chloride bukake party", very slowly and all your dreams will come true.

Thank you for the announcement. Can you please continue to pressure KPKT to reallocate resources from sprayers?

/

'Apply for BSH', officially added to my to-do list. Endless.

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Revision of SVG, CSS, and cursory survey of GSAP and anime.js completed. Time to actually build a website. #sorryImSlow #iSuckIKnow

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I really hate spending energy on promoting myself. But work, is work... play the game. When you can't promote a business by name, proxies will have to do.

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Revision! And self-organisation. Let's go over my recent greatest regrets.

Last 48 hours: exiting an opportunity to explain to a splainer, who was complaining that I was splaining, that I was splaining on purpose. Still not sure if I'm concerned for selfish reasons, or if I prematurely wrote-off an opportunity to enrichen a conversation. Probably best to let echo chambers echo in peace, as they exist to reinforce speakers that lack confidence.

Last two months: nothing really comes to mind. Mostly on vacation, yet productive.

Last two years: ditto, but sans vacation.

Last five years: certain people I hired. Entire teams, in fact, of such individuals.

Last ten years: investing in real eatate, probably. More trouble than it's worth (I say that now, but may have a different view later of course.) of all the items so far, only this has potential upside.

Last twenty years: not much to regret here. Just a lot of studies and their consequences.

Last 37 years: being intelligent. Sometimes I regret being so clever - often seems more trouble than it's worth when you're too smart to care about consequences.

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Debugging nomenclature: if we ever have a "data science" department, it is just going to be called the "science" department. I don't know why anyone has to qualify that the work will involve data, unless it is for commercial messaging purposes...

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Black Mirror: explaining wartime surveillance to civilians since 2011.

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We're looking to interview restaurant owners who GREW their PROFITS during the lockdown (versus before lockdown) via third-party delivery services like GrabFood, FoodPanda, etc. This is for a hobbyist talk show on public policy. Please hook me up. Thanks.

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B12, protein, caffeine, plus plus. Good work day. Not advanced, but good enough to get going. Always wondering when the end will come.

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Food security council: Having everything chaired by the prime minister is an anti-pattern. We need broader communications on what the PM is not doing.

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Note to self: every business license should contain a geometrical map of where its class of business sits in the regulatory framework which governs its class of businesses.

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Apr 19, 2020, 9:11 PM
Bank Negara Malaysia | Central Bank of Malaysia (Official), you have a branding problem. I think I need to make a huge poster to explain this salad of proper nouns for payments systems to explain to customers how they work and that they are all sitting on your official infrastructure. You can have a Golf, a Passat, and a Jetta, but they need to have some sort of unifying prefix or marque which effortlessly identifies them as Volkswagens...
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MEPS+ MyClear=PayNet #OWH
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{ MEPS, MyDebit, JomPay, FPX, DuitNow } ∈ PayNet ∈ BNM #ahso...
Edit

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AWS Amplify - quick start... generating code... I have no idea what this software is doing. I feel like an idiot.

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It's a fine balance one maintains - in various realms of one's day. In business, operations are at zero, cash burns slowly, and R&D is plodding along at full tilt ... R&D always plods, at full tilt, but some days and weeks are more numbing than others. The less numb periods pass slower, of course, and are indicative of increased rates of writing to memory - the more wakeful one is, the slower the days pass, and the greater the pain from grinding. Also in business, a perpetual curfew on speech for years and years, accompanies countermeasures where speech is artificially shrill to the fourth degree - what a gross imbalance, but it is necessary for now. Here and there, the numbskulls in the middle of society will drag out one of their own and pride themselves over being able to call out the individual's slip of tongue, whereas they are unable to distinguish irony from plain speech, poetry from math, methods from results, and so on, and so forth. Ah, I tell myself, you are nearing twenty years of the same, at least you can celebrate longevity, even if things did after all turn out mostly as expected, and you were bored. Sadly perhaps, even a little more bored than anticipated. But that is life, every five minutes is a gamble.

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Wondering if I lost two weeks just by not amping protein and B12. Pity. Maybe a year? Or two? Or ten?
'

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Just for today, I shall focus on being relaxed and not rushing through work. Sip tea, blink at wall of text, press buttons, but do it in a relaxed fashion...

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Negative oil: Holyshitballs. My USDMYR 5.30 dreams are coming true for the wrong reasons. LMAO

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(one test: nearly 30% of asymptomatic homeless in boston are poz cov) Excellent news. Quite anticipated. Just about the best we could hope for. Also, the case for herd immunity is summarised thus, "more people are dying, but we barely noticed, and soon we won't worry so much about the mortality of COVID as the risk of dying from it will be integrated into our sense of the new normal". Just like how everyone eats crap and drinks and expects to be stupid, hungover, and heart diseased at some point in their lives. :p And my next prediction is that some asshat is going to read this and think I'm being sarcastic ... hell no, this is real, fool.

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Given that the bulk of uncertainty in software development is behind me, on the framework project, I shall attempt to spend this final leg of lockdown recovering my mental agility ... and taking a more relaxed approach to daily work. It is expected to be slow and boring, but less painful. Press buttons and drink tea.

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/commented to friends on CV19/ So my optimism lies in the intuition that if you increased tests/population, you would find a greater case/population, and a lower deaths/case. in the long-term, total cases and total deaths are a set of constants (C)... we're just hoping that we can stretch out the time it takes to get to C. We don't know what C is, but if we see that a large % of the population has been infected, and hospitals and public sentiment are coping ok, then we know we're probably get to C sooner rather than later. "We're already half way there, and it wasn't that bad." So maybe my optimism is not relatable, as it sits on rather pessimistic assumptions. Hmm. I'm probably not making sense. Ignore me.

/addendum/ In the long run, the % of the population that gets infected with CV is constant.

In the long run, the mortality rate of CV is constant ... this may be a lie, as you can decrease mortality rates by ensuring sufficient healthcare. Let's saw you screw up, and you don't have enough healthcare, now the mortality rate of CV is higher than it could have been. But between now and the future, as long as you ensure enough healthcare between now and the end of time, the mortality rate of CV between now and the end of time, is going to be lower than it was in the past when you screwed up. If you have a high degree of population asymptomatic, but infected, then you know that you are probably approaching the end of time number (whatever that is) at maximum velocity, and velocity is probably not going to increase anymore, even if total displacement is a given. Roughly, speaking.

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The vernacular of social enterprise remains primitive around the world, more so in Malaysia. In Malaysia you explicitly have no formal structures for such entities, and calling x a "social enterprise" basically is an assertion of internal corporate governance structure. In general, while some countries have B-corps and such formal structures to modify regulatory frameworks to accommodate "social enterprises", the fact of the matter is that all formal enterprises belong to the same society... and making distinctions between "business as usual" and "corporate social responsibility" is as vacuous as saying "I'm vegan for compassionate reasons, except on Saturdays." The phrasing is generally vacuous - all enterprises are social enterprises. What remains to differentiate enterprises from one another is the extent to which they bother to acknowledge stakeholder costs for each and every action, or if costs are simply cast as externalities upon the commons. :P

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If the reporting is accurate, then ... OMG... he's signalling that there will be another extension after 28 April... 'criteria: single digit daily new case counts'.

/comment/ I think it's not good to wait till there are single-digit-daily-cases at the national level. My preference is that they get the army out, and lock up the main border roads (either at negeri, or daerah, or mukim levels)... then within each zone, they just let you do whatever you want as soon as your zone hits zero daily cases for two (2) consecutive days.

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Neural tone is ok today. Probably need to add protein.

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Good morning, who will work with me for the next 14 hours?

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I generally excuse myself when people around me are trying to get rich fast. It is always a lot easier to want less. I also tend to avoid organisations which are trying to change the world without first establishing solid foundations for their objectives and methods. But then, everyone's approach is solid depending on their frame of time. I generally think in decades, and don't get people who only think about the current year, or month, or day.

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Oh where, oh where, can I find a clever person?

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Slow day. Afternoon nap is coming to an end. Time for more coffee. And IAM policy writing by hand.

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Whomever is in charge of UIX / DX at AWS needs to be shot. What is the point of having a GUI that has 80-90% API coverage? Either map it 1-to-1 with the CLI surface, or don't even bother. :P

Fine, the obvious criticism of my criticism is that they are intentionally obfuscating their product so that they can mark-up consulting rates for support engineers.

In other news, I have learnt how to customise my terminal prompt ...

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401 Unauthorized - API Gateway has blocked me from calling my function ... which is great, because that means I kinda sorta comprehend everything about using Lambda now, except for the last step.

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OK - tido. Besok try to implement OAuth2.0 Resource Server pattern.

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Yay. Holiday extended. More time to catch up on backlog ...

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Vertical tab bar is the best Chrome extension.

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One of my pet peeves, in web programming, is the vernacular of referring to a 'package' (spatial) as an event (spatio-temporal). When in Rome ... (Then again, perhaps the dSpatial is what's being communicated, and this rant is vacuous.)

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Why can't documenters just list dependencies in linear form? Things not clear from an initial reading of the documentation (possibly reader error - or just bad docs):
-
- - - - - - - - - - - - - - - - - - - - - - - - - - - - -
- (1. furthest downstream) AWS / API Gateway / HTTP APIs / Authorization
- : (2.) OIDC is a mandatory dependency
- : ... [UNCONFIRMED: (3.) will support (1.) out of the box] ...
-
- - - - - - - - - - - - - - - - - - - - - - - - - - - - -
- (3.) AWS / Cognito / User Pools
- : (4.) OAuth 2.0 is a mandatory dependency
- : (2.) is an optional dependency which sits on (4.)
-
- - - - - - - - - - - - - - - - - - - - - - - - - - - - -
- (2.) depends further on these upstream items ...
- : (5. JWT, RFC 7519) JSON Web Tokens
- : (6. JOSE) JSON Object Signing and Encryption
-
- - - - - - - - - - - - - - - - - - - - - - - - - - - - -
- (6.) is defined in (7. JWS, RFC 7515) JSON Web Signatures
-
- - - - - - - - - - - - - - - - - - - - - - - - - - - - -
- (6.) depends further still on these upstream items ...
- : (8.) JSON Web Encryption (JWE, RFC 7516)
- : (9.) JSON Web Keys (JWK, RFC 7517)
-
- - - - - - - - - - - - - - - - - - - - - - - - - - - - -
- (9.) as used by (2.) is qualified by ...
- : (10.) JSON Web Algorithms (JWA, RFC 7518)
-
- - - - - - - - - - - - - - - - - - - - - - - - - - - - -

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Aiyo, how can you disagree with the statement, that Malaysia is a racist country? It is constitutionally woven into the law. I believe in ketuanan Melayu, that is why I believe in racism. If you want to argue that it is not racist, then you have to allow anyone to obtain the same privilege regardless of their ancestry. That is not what I signed up for - if I wanted to be a king, I would have stayed in America. Haha. Don't bother discussing this much on Facebook, it is a waste of time. Bring some lawyers and let's go to court - that is a good place for such debates. :)

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Ok, let's livestream "How to write a song about racism", after dinner :)

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Before reaction: RM65 is missing
After reaction: RM100 is missing
This is my notion of supporting the government: a friendly reminder to get better press officers.


(food distribution)
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Oh, refugees? Tis the season, to be hatin! Ready, or not? My religious friend was saying, it is regretful to see representatives of his faith spewing hate at other people. I said, it cracks me up, to see our dear friends in the comments, trumpeting their advanced culture, and conflating it with xenophobia. You know, it is illegal to insult a specific leader or prophet or religious practice. But you know, with haters like this in the ranks, they are probably lucky that there is only one thing stopping the angels from disapparating all around them and smacking them sideways in the name of a deity: he does not exist.

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Awake. So much to do. First, cut hair.

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Good. Graduated to reading OIDC spec. Learning something, but slow. It's been a decade (!) since I learnt to implement an OAuth control flow. What a time to be shovelling the shit of its descendants. I'm just glad the heavy reading will soon be over ... I don't mind barking up against infinite unknowns, but when there's a short runway, it's better to be moving.

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So here is the realm of public discourse today. If you go to any public broadcast live stream on Facebook, you will observe direct interaction between a few thousand Malaysian commenters, harping on trending issues. For example right now, everyone is saying "send the Rohingya home", etc. So in 2020, if you want to engage with the public, you can simply admit yourselves to these places, and speak in Malay, and basically talk to people. Of course, the tide of opinion is great. But if you wish to change people, you must start with the individual. #kitajagakita #tagjacking

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I don't know whether Ray Dalio genuinely thinks "monetary policy 3" is a novel development, or if he's just scrambling for an angle.

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Awake. Do laundry. Lift weight. Cook. Perform software development.

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Time for a leap of faith ...
require ( ...

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Psychosomatic conditioning reminder: software programming is mainly expensive in terms of spatio-temporal memory ... however, work in software is intermittent, as there are many waits for tasks to complete. Each wait is an opportunity for rest. A definition of rest which may be measured is as follows. Consciousness can be modelled as the traversal of a cyclic graph, where memory states are vertices; the traversal from one state of memory to the next is roughly what's referred to as "thinking"; the traversal is essentially a form of computation; when thinking about a domain, the graph of memory states traversed regards structures in that domain, for example during software development one's consciousness traverses a graph of spatio-temporal structures regarding code glyphs, code syntax, and code semantics; during breaks one essentially has to switch graphs. While waiting for the fucking computer to do some-shit-or-the-other, one should therefore switch to traversing memory states from buffers other than the buffer containing the structures of the software one is working on. In my case, I have always found that somatic data (musculoskeletal position, thermal data, haptic data, etc.) are aggressively unloaded from consciousness when I am thinking about verbal concepts (such as those in software development). Therefore in order to rest and recover, during intermittent activities of software development, one should be thinking about the body instead.

I think a lot of people who struggle with verbal and computational (symbol traversal) processes have the opposite problem - they can't actively forget their bodies, and so they have very small remaining buffers for other structures.

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Spent another three hours figuring out that [CORS pre-flight OPTIONS requests] will fail against [HTTP API JWT Authorizers] because the former doesn't send an Authorization header. Moral of the story - don't be a fucking noob. Just boils down to my lack of practice at HTTP.

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"My colonial masters are the Malay people."
- wow, I even impress myself

2020-04-26 at

What We Don't Know (about how governments will redistribute wealth after COV)

(Aside: There's a nice Ray Dalio blog series on this - on LinkedIn.)

In general, printing money has always happened since the 1970s end of the international agreement to peg paper currency to gold.

Now we have to consider what happens to printed money. If it is injected into a closed system, then prices will go up because the same goods are now worth more paper money. If at the same time measures are taken to remove money from the closed system, then prices may be lowered again ... for example if the government (a) raises taxes or (b) borrows money from the private sector. Usually nobody wants to lend money to the government, so the government unilaterally raises tax. Now we know how money can enter and exit the system, but we don't know what happens in between.

In between: so in the 2000s and 2010s, the big countries took a lot of their printed money and gave it to rich people, hoping that the rich people would, you know, "create more jobs and invent more wonderful services", but as we can imagine, the rich beneficiaries of public bailouts simply paid themselves first, and kept squeezing their staff. So during this period two things resulted (c) sharp rise in inequality, or distribution of wealth per citizen, and (d) a financial asset bubble.

This has now jammed the system - but we only noticed because of the COV emergency. Usually the rich can keep their slaves just slightly happy enough to work and not complain - but all of this was interrupted by the stopping of work. When work stopped, wages stopped, and then everyone realises it is a real problem if people have no savings. So governments are starting to give new printed money directly to poor people.

So now we see that money is being injected into the system both to rich people, and poor people. What we don't know, is how governments will take the money out next. Will they start to raise taxes on everyone, and maintain inequality (example: SST), or will they raise taxes mainly on the rich and executively redistribute income across the rich and poor (example: corporate taxes, capital gains taxes).

My own view is that Malaysia, specifically, needs to spend more and devalue its currency farther. This is the best time. (Actually, it will be a better time once we can manufacture our own medical supplies.)

I proposed a USDMYR 5.30 target. The article I wrote was snarkily titled #crashTheRinggitNow LOL