Asset allocation question.
Artificial intelligence bubble : NVIDIA's price depends on this to this, and it's leading IXIC's PE multiplication. If the AI bubble pops, NVIDIA tanks, and IXIC tanks. Crypto is generally correlated with IXIC, because IXIC is correlated with monetary easing.
But if the artificial intelligence bubble pops, does crypto tank too, or does crypto diverge as mining gets cheaper when hardware from artificial intelligence is dumped?
"
Mon Jan1 s2 m10 w40 d279 76.44%
1854 : Tried to wrap up accounts for 2023. Blockers :
- bank statements for Dec2023 don't come out on 1Jan (ahaha)
- debtor has defaulted on Dec2023 payment
On we go ... back to austerity mode for a bit, since overcommitting to socials in 4Q2023, and completely interrupting my work. Hoping to put my follies to death, and rebuild a lot of stuff that's been broken.
Tue Jan2 s2 m10 w40 d280 76.71%
1023 : Enforced feeding, and work. Cook the tofu, sand the floors.
1347 : Sending credit collectors after your personal friends seems odd ... but fair. What do you think?
2312 : Moderately productive day. Drove to Glenmarie to hand in a job application for CTO at Zus. Squeezed in two more business networking meetings before getting home, one in crypto and one in hospitality.
"
"
Sab2 week41/52 review
DEETS:
Wed Jan3 s2 m10 w41 d281 76.99%
0103 : 1. It's easy to forget the state of KL's city non-planning, until you use satellite view over it for a couple of hours.
2. DUKE is the ugliest highway in KL due to the small ramp intersections.
3. SPE is a hugely underutilised highway due to the absence of small ramp intersections.
4. From Ampang, there's no way to get on the SPE - you have to enter the SPE via the AKLEH<-TunRazak, or via the DUKE, or via MyTown
0128 : Time to catch up on sleep and meditation. First night in six weeks or so without any upcoming appointments.
1250 : Review of yesterday. Three fun distractions. But I am not keen on taking responsibility for small businesses at this point. Perhaps if I work out a fee that's high enough, I will retain some sanity.
1401 : IMO, it's better to retain a clear understanding of things, than to have strategic control over them. But that point of view is, of course, what I have come to specialise in ... as a minor power in the world - it is a guerilla stance. Were I less, or more privileged, my economic preferences would be different - that is simply the nature of things. The individuals of the world are rarely interesting - only their patterns.
1428 : Breakfast is followed by browsing the feeds. I am out of touch, and need to reacclimatise.
1844 : 4Q2023 was particularly draining. I took on a number of difficult projects, with some optimism, but these did not synergise in an ideal fashion. Some got cut. Most demonstrated significant progress from Q1 to Q4, despite net drains in Q4.
On the second day of consolidation following Q4, I am reviewing my cognitive capabilities to optimise for outstanding work. TBC
1853 : ""I don't like brainstorming. I like optimisation problems. I just spent seven hours over three meetings with a client who wants to develop a resource, but they can't decide what other variables to lock down.""
1921 : I need to buy a garage. Somewhere to weld in peace.
2048 : Replaced brake light. $0.38.
Need to spend more energy trying to forget all the useless details from the last six weeks of meetings ... memory is still too occupied to focus on work.
Thu Jan4 s2 m10 w41 d282 77.26%
0044 : 4Q2023 I chose to prioritise family and friend activities. It was a mistake. I regret it. I will keep reminding myself about this until I fix it.
0152 : Procrastination is a trauma response.
I study my trauma, to destroy the response.
1035 : My dad made a living from helping people, and being likeable. So I acquired many of those skills at a younger age.
Nevertheless it always seemed too easy, and I've subsequently spent most of my life seeking entertainment from disagreeability.
In business, success depends on likeability. That is, if we define success as likeability.
Obviously I idealise entertainment over success.
1226 : Still struggling with the decision to move assets from Stashaway SRI36 to cash until the market decisively trends up, following any post-4Q2023 retracement. I'm going to stick with the fund manager's decisions for the time being!
2203 : Resourcing explained to a friend. Say I was functioning at about 25% productivity in 4Q2023. I would then be backlogged by about 2.25 months. I hope to be back at 100% output by EOM 1M2024, but that's optimistic. Hopefully up to 150% output at some point to catch up, but that's just really, really optimistic. And it'll never happen without paying, so I'm payin. Haha
Fri Jan5 s2 m10 w41 d283 77.53%
1024 : I wake to regret. It is a decent source of motivation, better than others, for now.
1106 : I anticipate regret. 2024 will get worse before I recover from 2023. Anticipation is important for the management of trauma. And my poor work is befitting of both.
1130 : I suppose that's what holidays are for - increased risk-on behaviour, which may or may not be regrettable later. For me, risk-on behaviour is devoting time to family and friends, which have been traditionally unreliable sources of well-being. I affirm my risk profile, and I accept my regrets for behaviours in 2023. This is my documentation.
1603 : There's a huge market for short-term, shitty work. I prefer the long-term, shitty work.
Going home for my second meal of the day, after some progress cleaning tiles.
1643 : I just realised, adults like me are the reason people send their kids to private schools. LOL
Sat Jan6 s2 m10 w41 d284 77.81%
1946 : So, 4Q2023 was a good example of how I shouldn't structure my schedule to fit people whose business ( and holidays ) follow office hours. Since, my business does not follow office hours, and is far more ad hoc.
Trying to instantaneously recover the lost opex from 4Q is a vanity. Perhaps I will try to recover it over the course of 1Q2024.
Sun Jan7 s2 m10 w41 d285 78.08%
1559 : Time to burn some stocks. Gotta focus on operations, at the cost of investment. Soon there will be neither.
1623 : When building businesses, I prefer not to talk about marketing until we've settled finance. I don't mean financial goals - those are arbitrary - I mean financial stakeholders, the folks who may waffle from goal to goal, but whose happiness is at stake based purely on financial performance.
I also prefer not to talk about talent management until we've settled both finance and marketing. Finally after settling financial and product stakeholder strategic goals, the chores of a talent management come into place. Talent management is like breathing - you can do it expertly, or ad hoc, and there will be a difference to the rest of the life of the business.
This is a hierarchy for all operations.
1841 : I've come to the conclusion that ""vibing"" is a modern term for intuiters to express that they can't exactly describe what they want. So it's a yellow flag.
2359 : Another weekend weaving some semblance of balance between the short-term distractions of friends and family ... and things that are actually worth living for, i.e. work.
Mon Jan8 s2 m10 w41 d286 78.36%
0115 : enforced bedtime
1046 : awake
1131 : Highly dependent on regret, as a crutch, this week.
1154 : Maybe by the end of January I will have recovered efficiency to last September's levels. Maybe by March. Maybe later.
I can only focus on regret. A singular motivation: discontent with oneself, without associating problems with other people. As fine as other people are, they must simply be deprioritised for anything good to happen on a predictable basis.
1214 : It's good to have goals. Unfortunately, my goals for the quarter are regressive. I need to restore my operational efficiencies to September 2023. That's something to think about as I go about my daily life.
1346 : Jan2024 investment economic outlook : slightly more positive YoY
> > black swan outlook : somewhat greater YoY
last 9 months :
> > opex + mortgage : 36k
> > social portfolios : heavily overbought LOL
> > R&D portfolios : greatly oversold LMAO
Time for reparations.
1435 : So ... 2024 Q1-Q2 management. Nominal target to make 150k, and keep opex low. Fat hopes, but if I don't noisily remind myself about risk management metrics, I'll never remember not to slack off. Hehe.
2106 : Mind boggling : the quantity of discussion in petrolhead forums about engine performance and handling ... versus the actual speed I see most people drive in this country ( also, given the legal speed limits ).
2152 : Strategic allocation : driving is taking up less of my opex than eating out. I should drive more and eat out less.
Tue Jan9 s2 m10 w41 d287 78.63%
1140 : up
1251 : Maybe I should just go back to architecture school.
1305 : but only if i run out of things to do - and i still have a massive backlog
1453 : global economy:Every industry has been cut, except real estate. As usual, real estate wants to be the last to go. Demand inelasticity simply means, poor people ""may"" get hurt very badly, before rich people decide to cooperate. And that's the civics of inflation management in a nutshell.
Wondering if we have to see real estate stocks get hit, and their bond yields spike, before all this is over. yee hah, 2024 ...
"
"
Sab2 week42/52 review
DEETS:
Wed Jan10 s2 m10 w42 d288 78.9%
0228 : As a terminator personality, one of my personal challenges over the year has been ... to spend wait-times on repair and recuperation, instead of simply blanking out in anticipation of execution-times.
0400 : Liquidating more equities. Rough month. I don't like talking about it, but talking about it is healthy.
I wish the people I lent money to would pay it back. I'm not too bothered if they don't, but it does give me a crapload of stuff to work on.
I wish the people I gave time to would figure out how to help me get some of it back. I don't mind if they can't brain it, but it does help to exchange notes now and then.
I wish I could find people I admire in my vicinity. Absent of those, locals will do for company.
I wish.
1031 : Enforced waking, feeding, cleaning.
1101 : up
1130 : Awake. More cleaning now. Enforced feeding.
1234 : Yesterday :
- provided support, twice, to an old friend
- met a new friend
- cleaned a bunch of sundry objects
- paid for notices to wind-up a partnership
Does not FEEL productive, but things gotta get done I guess ...
1642 : Cognitive sciences : I'm interested in a future where all hearts are unbreakable, even if that means there are no more hearts to break.
1653 : Whole days cooking, cleaning, and counselling. A simple state of life.
1802 : Naive people mistake manufactured beauty for intrinsic value. (The appreciation of beauty is evolved for, to determine the value of unmanufactured value.) But in serving the masses, one can control their attention for intrinsic value, by manipulating their naive reactions towards manufactured beauty. So manufactured beauty can be used for good, or bad, purposes.
Thu Jan11 s2 m10 w42 d289 79.18%
0130 : bed. three meals today, totalling about 116g protein
1045 : 2023 was ok, but not great. I have many issues to fix.
1144 : Biggest regret of
2023 : syncing up my schedule with new friends who work normal jobs, having the culture of scheduled leaves. I much prefer daily work, over weeks, and it was extremely disruptive to my work, and bottomline. I'm not going to say ""never again,"" as that's out of context. More appropriately, I just need to keep reminding myself to keep reminding myself to deprioritise other people, as no one else is going to do it for me.
Fri Jan12 s2 m10 w42 d290 79.45%
0247 : Executives who talk about AI as if it's something new, never understood HR.
Executives who talk about HR as if it's distinct from AI, don't understand AI.
Suffer, fools.
0328 : bed. active management of assets upwards has resumed.
0755 : Up early. Probably something i ate ( good, increasing gut generated neurotransmitters, gaseous signalling molecules ). Some alium maybe. Need to run more tests. Usually garlic or onions. Seems to increase circadian light sensitivity.
0903 : Sleep quality : also thinking about ventral cushioning, and vagus nerve stimulation. Wondering if it was evolved from social patterns.
Sat Jan13 s2 m10 w42 d291 79.73%
1804 : Time for enforced feeding.
Sun Jan14 s2 m10 w42 d292 80%
2224 : Much work has been done, but the long-term value of any of it has yet to be proven.
2313 : four months between major housekeepings / refactorings of storage. mind is less burdened now
2323 : Finally, updated my storage organisation after four months. Time to get back to physical conditioning. Beginning with a study of apparent sensations ... as I drink tea, sit in a chair, and listen to tyres on the freeway below.
Mon Jan15 s2 m10 w42 d293 80.27%
1004 : up. the year burns away
1246 : Back on standardised supplementation of tofu. Maybe I just didn't eat properly in December.
Tue Jan16 s2 m10 w42 d294 80.55%
0308 : A little progress in recovering short-term memory availability. Not sure if due to diet, or housekeeping, or both.
1058 : up
"
"
Sab2 week43/52 review
DEETS:
Wed Jan17 s2 m10 w43 d295 80.82%
0211 : So it turns out that the price of sugared management theory is ... about $10,000 to join a coaching program, and $3,000 to continue yearly.
Guess I would be rich if I liked selling sugar. Sugar sells, baby ... sugar sells fast.
0317 : fatigued. off to bed shortly. die another day, maybe
1244 : up
1331 : Give or take another 70 years and Malaysia will go through such a phase ( Heinlein on Americanism )
I'm going to spend an hour darning socks at my favourite Starbucks in Bangsar. Anyone who wants to hang out and chat for an hour, feel free to reach out. Probably around 5pm.
Thu Jan18 s2 m10 w43 d296 81.1%
0004 : Alright. Restarted active management - as absence of activity was causing fee rates to regress to earlier highs. Trying to get my life together despite a hectic 4Q2023. Fix all the things.
0209 : The past year has been a struggle to grow, while engaging with a society that slows me down. Looking forward to being proven wrong.
0219 : All aesthetic / culture wars can be summed up as,
""get your fucking value system, out of my fucking face.""
0330 : bed. important day today. gotta file for windup.
0920 : up with sunlight
1034 : 2012 Sabbatical1 : BloombergTV every day
2023/2024 Sabbatical2 : GS Exchanges ... whenever I can summon the attention
1154 : taugeh burgers : I don't think it does the media justice to simply throw tg into a bun and call it a burger. Of course, you have to make a patty. The question how to preserve the intrinsic texture and flavour profile of tg, while getting it to hold itself together, should be an interesting challenge. The further question of how to season the pattified tg, and to subsequently maillardise it to be marketable sounds like fun. Looking forward to the results. :)
1158 : Addendum : to get both ends of the spectrum, you'd probably want to at least try using a mix of dehydrated crisp tg, and the fresh stuff ... hmm
1457 : Applied to terminate an eight-year-old project today. Hope it goes well!
2035 : Good day to reset. Submitted application to SSM to wind-down the old partnership.
Had two social / business meetings.
Made a chart elaborating on how I spend my time on intimate relationships. (haha)
Talked to my condo manager about people feeding pigeons.
Fixed car light bulb.
Checked out the local public library.
2117 : Good day, hitting the eighth-year milestone on administrative stuff. Hope it doesn't turn into more roadblocks.
Initial meditations indicate that tomorrow, I should turn my focus to kinesthesia.
2149 : Review of hormonal triggers : I'm still too dependent on sleep, and edibles like coffee, and not prioritising exercise higher than food. Need to fix this over time.
2247 : My memory has been poorly managed these last few years, and especially this last quarter.
Sensory ratios are off. Need to boost haptics by 300%.
2253 : Altman calling for new power sources because ""AI takes too much energy"" ... the fool and his shitty algorithms will nevertheless make a few bucks while the sun shines.
2334 : Reviewing my study of sensory ratios from college, in light of recent studies on endocrinology. The matter of increasing the rate of feedback looping, based on actionable small datasets in the haptic modality, probably results in increased dopamine secretion. The attention molecule, which guides the passage of our apperception through time.
It is good to revisit old studies, and to combine them with new ones.
Fri Jan19 s2 m10 w43 d297 81.37%
0120 : Ventral cushioning for serotonin.
Haptic feedback for dopamine.
Hmm
0940 : Coffee as a matter of habit
1300 : enforced feeding
1341 : The largest distractions in my life have been people who asked for things I didn't offer them. Family, friends, society in general. At some point, each one got put in a box and flushed down the loo.
One ticket at a time, please.
1454 : I envy people who have found admirable things in the world. :)
1731 : Oh, the AKLEH becomes the SUKE..
1745 : Perhaps the music I have been listening to recently suppresses dopamine triggering mental processes.
1809 : People who don't say what they want, but complain when they don't get it, will suffer at their own expense.
But the world is full of babies and volunteer babysitters, so I guess it works out in the long run.
1906 : It's a comfortable life, helping the poor, weak, and foolish. It's an easy life. But it doesn't help me grow.
There are various times for various things.
1958 : Always a question I struggle with. Flush out the colleagues with inferiority complexes, or help them?
Such is life.
2020 : Employees didn't change. They're not more likely to ask for support from their employers.
The competitive environment changed. Employers started asking for more from each employee.
You get what you pay for.
Sat Jan20 s2 m10 w43 d298 81.64%
0001 : Following my gut. Time to go out for food because I ran out of brown rice and maggi.
0350 : down
0930 : up
Sun Jan21 s2 m10 w43 d299 81.92%
2053 : Kota Raya is flourishing!
Mon Jan22 s2 m10 w43 d300 82.19%
0040 : Maybe the only way to make kopi luwak actually taste like anything is to add grapefruit juice.
1307 : The week begins with gluing post-run shoes, and checking fund asset allocation. I've already had a coffee, and I will soon have some food.
1619 : A good reminder of how fast ( and slow ) the world is moving. A good context for reflecting on how far ahead, and behind, my understanding of the fundamentals is, versus some professionals. Ah well. Just gotta focus on my work, more.
( on BlackRock's Tony Kim on the 'dawn of a new intelligence era' on the GS Exchanges podcast )
1810 : Maybe I need to stop doing charity work. The last six months have been exhausting, and it's not helping my own work.
1958 : An afternoon of doing chores while listening to GS Exchanges at 1.2x time. A good reminder of how dumb my environment is haha.
2103 :
2230 : bed
2348 : Managing most people verbally, is like figuring out how to control a blob of dough with a stick.
Of course, using one's hands is systematically easier. But one either likes doing it for fun, or one needs to be paid to get their hands dirty.
Perhaps that is what I need to get paid to do, in general.
Tue Jan23 s2 m10 w43 d301 82.47%
0132 : A moderately volatile day, with many difficult counterparties to consider.
I probably need to figure out how to slot my various interests into separate portfolios :
- work that is incompatible with people who like to spend money
- work that is incompatible with people who don't like to lose money
- work that is incompatible with people who have severe reactions to unmet unspoken-expectations
- ditto ... that depends on people who like to spend money
- ditro ... that depends on people who don't like to lose money
- ditto ... that is compatible with unmet unspoken-expectations
Hm.
0213 : perhaps the only thing to be reset between work sessions is the haptic ratio in short-term memory
0947 : up
1036 : Gradually catching up on sleep.
Performance quite under par.
Focusing on increasing haptic ratios in short-term memory.
Avoiding fund management activity mostly.
Tons of active management of social portfolio. Looking for alpha.
Overall, looking for alpha.
1332 : Defragmenting the to-do list.
1535 : Cancelled run - right knee warning.
Watching the rain dust my windows.
More optimisations to do.
2151 : TIL, Sweet Onions are yellow. Yellow Onions are copper.
"
"
Sab2 week44/52 review
DEETS:
Wed Jan24 s2 m10 w44 d302 82.74%
0005 : It turns out that the IKEA jute mats are ideal for lifting weights at home.
Also, a friend enlightened me about the availability of foreign ETFs via local brokers.
0052 : Time to read about rich people stuff : trusts in Malaysia.
0142 : Daily MO review : not packing enough work into the first two quarters, so not sleepy enough in the fourth.
1048 : up
1334 : updated my FB, IG, and LI cover photos with ""artificial intelligence development has nothing to brag about until its mechanisms are more energy efficient than a human brain / play the long game""
1628 : Recalibrated sandpaper variables. Organised workspace. Time for lunch, before more scrubbing.
1755 : Table knives ( wiki )
1. Blunt end.
2. Sharp edge.
Malaysian restaurants featuring table knives often hit 1. and miss 2. Pathetic.
Thu Jan25 s2 m10 w44 d303 83.01%
1300 : So, Malaysians ... real
inflation hike of 3-8% in March 2024.
Are you readdyy
Fri Jan26 s2 m10 w44 d304 83.29%
1116 : Sleep improved. More tests required.
Sat Jan27 s2 m11 w44 d305 83.56%
0306 : Alright guys. How do we short the AI bubble?
Play with me.
0324 : I remain humbled by the humility of my friends, and I seek to be party to such humility.
Chances are however, that is beyond my meagre capability.
1915 : 2005-
2008 : pre-gradschool
2009-
2012 : tech studies
2013-
2023 : entrepreneurship
2024- : I need to do boring stuff, like brain global finance
2217 : on courtship : Well, empirically - I think we'll find that people prefer specifics like, ""do you like having your tits sucked?"" to vague questions like ""would you marry me?""
2252 : GS Exchanges is like the minimum level of intelligence I need to surround myself with in the next decade.
Sun Jan28 s2 m11 w44 d306 83.84%
0441 : :Having spent a decade in B2C, perhaps it is time to withdraw again to academia. It coheres with the arc, as planned.
1333 : The midpoint between 1958 and 2024 is somewhere around 1991, so yeah, my perception of mid-century modern is definitely on a pivot around my childhood at this point .. haha
1556 : I don't like success rates that are both high and consistent. That puts me at odds with people who like to have consistently successful teams.
I guess the challenge is to figure out what I can do in life without an overly consistent rate of success.
1929 : TIL shotcrete and fibre rebar.
1929 : TIL shotcrete and fibre rebar.
Mon Jan29 s2 m11 w44 d307 84.11%
0223 : TIL how to calibrate cabinet hinges. Unfortunately, work stopped at 0100, so it's going to be a few more hours before bed. I guess I didn't work out hard enough in the first part of the day.
1236 : up. dreams have been more consistent these few days. melatonin cycle is resetting. not sure if it is the exercise, or extra methylcobalamin.
1731 : TIL Dettol is a WHO Essential Medicine - 4.8% Chloroxylenol ... -_o
Tue Jan30 s2 m11 w44 d308 84.38%
0042 : Now that the visual component has been tidied somewhat - the noisiest component of my apartment is ... sound.
0200 : down
1041 : up
1116 : Good morning. Body slightly inflamed from yesterday's run - mild aches and bruises, systematic discomfort from histamine. I had spent some time between the run and bed, reviewing SOPs.
One of the main ops deficiencies these weeks has been an absence of dreaming. So, reflecting on SOPs, I checked my ""simulation ratio"" several times across the last day. It turns out that this activity allows me to consciously nudge myself towards and away from dream states. I studied this before when I lacked for dreams at some point while running the cafe - enforced day dreaming. I probably began my study of this mechanism in college when I made myself learn how to sleep without dreaming ( or at least, without remembering dreams ) - at that time, I thought dreams were a waste of energy. Sometimes they are, if you have too much activity going on already. But when activity in the imagination is low, dreams move the labour of mutation from the conscious to the subconscious control centres.
Meanwhile, I make food and eat it.
I am not sure how many people do this with their lives ... studying hard ideas, and sometimes encountering structures that they set aside twenty years to think about for better comprehension, before making further assertions about the model. I'm getting to twenty years now, in my contemplation of a model of how to quantify human experience.
I always wonder if I will use it only privately, or if it has any industrial applications later. I guess we will find out.
For now I still like to just sleep on it.
1223 : Every time some rando dies, and their networks celebrate their mediocrity as progress, I wonder.
Ah, it is a local thing. Everyone is biased about their proximities.
1347 : active management of the ""simulation ratio"" of conscious memory ... conscious controls can nudge subconscious controls to be more active ... subconsciously controlled simulations in conscious memory are, a key source of what people tend to refer to as ""inspiration"", or in endocrinal modelling, we may say the dopaminergic systems in action.
"
"
Sab2 week45/52 review
DEETS:
Wed Jan31 s2 m11 w45 d309 84.66%
1112 : Traffic jam or no jam, the rakyat must proceed to scrub his toilet tiles. Onward, nationbuilding.
1521 : Significant progress grinding down tiles. But not quite done yet.Enforced feeding time
1606 : I'd completely forgotten, or had never been aware of, the length of Jalan Gombak.
Thu Feb1 s2 m11 w45 d310 84.93%
0111 : I don't have much in the way of money or friends, but generally I spend some on introducing them to each other. It's entertaining.
0202 : Ultimately, all these moments will be lost, like the ice in my tea. To paraphrase Batty.
1307 : It seems to be a stable pattern in my life, to hang out with mediocre masses for a few years, and then fuck off to do something extraordinary by myself. I think I should identify with this.
1353 : It's a dapper sort of day. Spending unnecessary amounts of time studying the dressing technique for a wound, which would exceed any normal standard of care.
1645 : Done with basic resting for the day. Reviewing SOPs.
1802 : Spending the day giving myself negative feedback to reduce my proclination to do more stupid social stuff next week.
2100 : Today's reflection involved the concept of time dilation - in the phenomenological sense : when one's rate of processing data is fast, time appears to pass slower, and vice versa. Typically when I am bored, as a defense mechanism, I make myself slower in thought, in order to increase the apparent rate of time's passage. 4Q2024 was really boring, so I definitely switched off a lot - to the point that I had forgotten to manage this process and revert my speed of thought to par from time to time. Anyway - this is going into my SOPs for monitoring.
2116 : And now for two weeks of listening to chink stuff non-stop. If only there was a way to turn it off.
Fri Feb2 s2 m11 w45 d311 85.21%
0043 : down
1050 : up - so within quota for sleep - i have been messing this up a lot; weigh-in 51.8kg; shower; make food; end-cycle dreams improved, perhaps from lifting before bed, and feeding before lifting ... or it's just the sleep; making a cup of coffee while the rice and tofu is cooked
1146 : adding some KCL and less NaCL to instant coffee improves the balance.
1527 : A slow day \ week \ month \ quarter \ year \ decade
The only way to improvement is to rinse and repeat.
2042 : I forgot that the undertable fan is the best fan
Sat Feb3 s2 m11 w45 d312 85.48%
0434 : down
1305 : up
1821 : The previous agong was a master of public relations during his reign. Which makes one wonder, if all the goodwill he shored up was just to offset the one ridiculous pardon he granted upon his exit from the role.
Edit : now that they've hauled up Tony, I wonder if I'll get yanked too. But that is to be taken for granted, in a hostile environment. Whatever may come, comes. Whatever may go, goes.
2343 : Monthly clearing of emails ...
Sun Feb4 s2 m11 w45 d313 85.75%
1741 : Finally, cleared all appointments for the weekend.
Mon Feb5 s2 m11 w45 d314 86.03%
0120 : down
1040 : up
1136 : Adding a couple of patterns to the SOP.
- increasing somatic ratio in order to increase simulation ratio ( problem case : absence of sensory nervous data, absence of imaginery data ; solution case : use motor nervous system to stimulate central nervous system )
- enforced bed rest, until 10 hours after going to bed, when woken before hitting 10 hours in bed
1445 : I get nervous around hardware problems - because I don't know much about them. M&E&E is a lot stranger to me than software and people - people are meaty issues, but mostly software configured, so I get people much better than most people get people. I still don't know a lot about hardware. And I am slow in figuring it out by myself. #jerngvswork
1509 : Lunch, first large meal. Back to work.
1830 : Alright. Time to study the shit out of carbon brushes.
Tue Feb6 s2 m11 w45 d315 86.3%
0038 : 1983, I was born
1992, I identified as a scientist
2004, I understood phenomenology was quantifiable
2012, I became a distributed software developer
2020, I rolled up my first company
2023 ... I continue my studies ... and as I review how I got here, I add ""bad science"" to my LinkedIn headline's list of things I profess to handle
0126 : down
1015 : up.
1201 : Many functional relationships are sub-optimal. The optimisation is usually to reduce time allocated, to exclude low-value activities ... or to replace low-value activities with high-value activities. The former is easier. Some relationships will survive the transformation attempt, some will not.
Such is love. I am still waiting for various people who walked off, to bounce back some day. But I wouldn't spend too much time thinking about it.
1452 : Ah, it was the power cable after all. I knew something was funny when I couldn't get a lead on the trigger.
"
"
Sab2 week46/52 review
DEETS:
Wed Feb7 s2 m11 w46 d316 86.58%
0100 : down
1100 : up
1233 : It's a relatively chill day, with relatively few uncertainties, after 3.5 months of futzing around with built environment cosmetic variables.
1414 : Sabbatical 2 @ 86% today. Roughly :
1 month : social work : neighbours
1 month : clearing administrative backlog
1 month : computing study & fund management
2 months : physical and process conditioning
3 months : construction study
3 months : social work : friends and family
1714 : Forgot to space out my meals. Definitely need to refine that SOP doc.
2009 : Quite refreshing to get in a coupla hours of architectural work today.
Thu Feb8 s2 m11 w46 d317 86.85%
0200 : lots of grouting yesterday. tidied up SOPs. car wiper tank seems to have leaked on the ignition, so i need to fix that. tried my hand at writing a spot trading algorithm.
0320 : Overstimulated + underexerted kinda day.
Need to reverse wake-up protocols, to starve down my simulation ratio.
0350 : down
0730 : up
0817 : Catch and release. Then recatch. Good point.
1335 : Reduction of charity. Cut cut cut ...
Fri Feb9 s2 m11 w46 d318 87.12%
0345 : down
1150 : up
1325 : Suggestions for a CNY Eve night out in KL for one Malay, and one Chinese person who doesn't celebrate CNY?
Don't say jogging, 'cause one of us doesn't do that.
2314 : Lou sang is like, food for retards.
Sat Feb10 s2 m11 w46 d319 87.4%
0226 : down
1119 : up
1343 : linkedin headline adjusted to ""Governance Nerd : Handler for overblown (egos|ambitions), irrational (quantities|allocations), bad (science|arguments), badly written (legislation|code), and poor (taste|judgment)""
1417 : Next pivot : need to chop down food-prep times again.
Sun Feb11 s2 m11 w46 d320 87.67%
0040 : Oh, so that's why the Rand and Krone are correlated.
2119 : Mental conditioning is improving. Today, between nutrition tweaks, a week of enforced sleep, and rhythmic study, I managed to remember how to intentionally forget things. Or rather, I remembered that I was supposed to remember how to intentionally forget things, on a minute to minute basis.
Mon Feb12 s2 m11 w46 d321 87.95%
0105 : I worked on several failed projects in 2023.
Among these, what made me the saddest was not the individually poor and confused friends, the months spent on manual labour, or the politically quirky private companies.
What made me saddest was the initialisation of my apartment building's local government Management Corporation. The reason being that I had a chance to protect from decay a large monetary asset co-owned by a few hundred people, but I simply declined to volunteer further effort. By doing so, I allowed weak leaders to protect their reputations, large corporations to profit, junior staff to lose their jobs, and a village to bumble into further decrepitude.
Ah, such is life. On with it.
0215 : down
1024 : up
1740 : finally done with grouting, for the most part, next to clean up the old flat's balcony bird shit
1750 : What do you think I should do?
I'm almost half-way through a 2-year study break. Musing over options for 2025 ...
- stay in Malaysia, get a job job
- stay in Malaysia, get into non-startup businesses
- stay in Malaysia, run another startup
- stay in Malaysia, start the 4-year process to get a ( Real Estate ) Valuer's license in Malaysia ( comes with Agent, and Management licenses )
- stay in Malaysia, find something worth going to prison for
- stay in Malaysia, get into politics
- move to Singapore, find a job job
- move somewhere else
- apply for self-termination in Switzerland
1830 : regarding a post asking why Kampung Baru, being over 100-years-old, has not yet become a UNESCO heritage site Has Malayness become a cult?
The number of comments saying ""sebab Melayu"", are indicative of a phenomenon that cultural identity has in fact become a cult. See discourse elsewhere on ""evangelism is designed more to keep the evangelist in the cult, not to attract non-cultists to join the cult.""
2047 : Luxurious day : decent weather and fitness level - clean clothes, and a 4km walk to get groceries.
Tue Feb13 s2 m11 w46 d322 88.22%
0040 : down
1035 : up
"
"
Sab2 week47/52 review
DEETS:
Wed Feb14 s2 m11 w47 d323 88.49%
0119 : I worry about my friends a lot. Maybe I should worry about myself more.
0202 : 1. Pathologically happy people are less dangerous than pathologically sad people.
2. But pathology is defined by loss of function.
3. If there is such a thing as pathologically productive, this triplet probably skews that way.
0234 : down
0630 : up
1400 : A tiresome morning. Done with social charity for a bit. Got paid with lunch. Hehe. Nap time
1504 : I should spend less time worrying about angry people.
There is abundance of angry people in the world, with an unlimited demand for solutions, but without much compensation for the work.
I should worry more about my own work.
1701 : Generally, informal conversations can be playful and open to interpretation. After the cost of disagreements get higher, it is usually fairly straightforward to upgrade the protocol to simple yes-or-no questions, and to document answers rigorously for further analysis.
People who prefer high-context cultures of course hate this.
Whereas, people who prefer low-context cultures would never permit obligations to be determined by guesswork.
So the world turns, on different cultural axes.
2023 : Clocking a decent day.
- all the people I helped today are thankful
- some of the people I didn't help today are resentful, but at no cost to me
- most of the troublemakers in my life have withdrawn (for now)
- I spent quality time with people who don't make a lot of time for me
- my main distraction is almost terminated : cleaning up an old flat
- the market is up
I anticipate a bit of peace and quiet over the resting period.
Then I expect things to get worse, again.
2259 : self intro in a quant group.Hi. I graduated in 2005, and looked for jobs in KL. Learnt what a quant was, and carried the title for a few months in 2007. There was nothing interesting going on, so I effed off to study programming in local startups.
Over the years got into Erlang, Haskell, JavaScript, etc. but techwise currently interested in building a FOSS FaaS, before going downstream. Typical pedantic annoyance with depending on external libraries.
Finance-wise, practiced a lot of accounting while running a 24-7 wifi cafe for five-years. Minimal familiarity with crypto, spot trading occassionally but mostly hodling. Only bought in after FTX went down for strategic reasons.
Random fact : figured out how to quantify human experience around 2003 and never took life very seriously after.
Nice to meet you.
2359 : It seems unlikely for example, that a Malaysian could do an MBA in Singapore, and then be expected to fail to secure a job there. But i suppose it is common. I am just curious about whether it is more likely or less likely to happen. 51\49 odds, which way? Lol
Thu Feb15 s2 m11 w47 d324 88.77%
0058 : down
1043 : up
1148 : Woke up. Had a coffee. Checked my outstanding concerns. Not a lot of shit from friends today. I have to go do construction cleanup later. A lot of thought can be put into markets, but the construction is still distracting. So I will have to focus on that.
1329 : Parents who are part of their childrens' dreams,
have failed as parents.
Fri Feb16 s2 m11 w47 d325 89.04%
0040 : Well, that's what you get for inserting religion at the base of national culture ... now our sportpeople can attribute off-seasons to spiritual forces.
You deserve it, Malaysia.
1943 : I think, i can finish the flat cleanup saga by tomorrow .. 🙃
Sat Feb17 s2 m11 w47 d326 89.32%
0200 : moved shelving around ; everything will be messy for a while
0218 : down
0812 : up
2357 : a productive work day. the flat is almost ready for photography
Sun Feb18 s2 m11 w47 d327 89.59%
0022 : Hah. So around 2007, when I worked in investment management as a ""quant"", Mark Gorton ( Limewire, Tower Research Capital, Lime Scooters ) was on the cover of Bloomberg magazine, I think, and the interview inside mentioned ( oh, I found the article ) sitting at a desk writing algorithms. Well that certainly came to mind the other day, when i was iterating over a grid-trading FSM on the MRT, written in Whatsapp, hahaha.
0100 : down
1155 : up
1222 : Enforced waking and feeding.
2117 : Massive reshuffle of home storage.
Mon Feb19 s2 m11 w47 d328 89.86%
1500 : Managing P&Ls for relationships.
- Anxiety is an expense, to both counterparties.
- Avoidance is risk aversion, limiting upsides for a party, but generally incurring no expense to other parties.
So,
- Avoid anxious counterparties.
- Avoid anxiety in oneself, especially when it is communicated to counterparties.
- Moderate avoidance in oneself, to determine what level of upside is affordable, corresponding to an affordable level of anxiety.
- Moderate pursuit of avoidant counterparties, based on expected aggregate return.
1753 : I embraced an indifferent middle age when I was 21. - on Plath's tiradecon uselessness
2149 : Enforced nap to wipe memory.
2212 : Social psychical conditioning :
1. You cannot possibly be useful to someone else, all the time.
2. Ergo, your usefulness to others is an unreliable basis for personal identity.
3. You can always be useful to yourself.
4. Self-esteem is the only reliable basis for personal identity - literally assigning value to oneself, for its own sake.
5. Some people lose track of, or never learn, how (3,4) work - this is where coaches\therapists\friends can help.
Further reading : maybe Kierkegaard.
(Caveat : I haven't read a lot of K, but he's known to have been into this shizzle.)
Tue Feb20 s2 m11 w47 d329 90.14%
0015 : sabbatical 2, day 329, 90% of year 1 ... now in a state of relative order, today should be progressive. even if friends are mad at me for calling them idiots.
0020 : down
1020 : up
1709 : Today feels like my first proper vacation day since September. iterated on LLP wind-up, flat sale.
"
"
Sab2 week48/52 review
DEETS:
Wed Feb21 s2 m11 w48 d330 90.41%
Thu Feb22 s2 m11 w48 d331 90.68%
0014 : Did a bunch of chores. Did a bit of charity. Did a spot of business development. Tired, underslept. Continuing tomorrow.
0942 : up
1235 : 2-year timeframe : Looking for co-founders to R&D the business case for a ""home appliances \ fitting \ tools"" brand which is differentiated by ... open-source technical diagrams, 100% repairability, spare-part supply. Buy once, fix and reuse forever. ESG & Islamic financing oriented.
1544 : Shut down my first business bank account after nine years. Slow but steady.
One thing never changes : one may be surrounded by all sorts of fools, but one cannot hope for much better. People admire folly. Have at them.
1711 : I don't enjoy privacy enough to find private parties amusing, maybe. Private people tend to be timid - I hate timid people. People who need to keep their laundry private are on a ladder I hope never to descend to again. Well, opportunity ebbs, and flows.
2224 : Burn more money, reduce more mess.
Fri Feb23 s2 m11 w48 d332 90.96%
0352 : down
1030 : up
1054 : Enforced waking. Back to work.
1346 : Sorted a mess of plastic bags, by size.
Sat Feb24 s2 m11 w48 d333 91.23%
0709 : A few months ago, I was having breakfast with a director of private equity firm, as we coached a mutual friend on bootstraping his legal-ML idea. It came up that my first raise was about $100k, and that I had used it to launch a cafe, which subsequently ran for about five years before rolling up. I was asked, why did I pick that vehicle? Well, I already knew how to sell, run teams, read law, count beans, and code ... but I didn't have a ton of operations experience. What better place to drown in ops than a 24-hour restaurant? It was a half-decade in built environment R&D ... and built envs aren't going away in my lifetime. It'll be a while before we're uploaded to the Matrix without bodies.
on jensen huang ""don't learn to code"".
1939 : Impressed by the baking soda + superglue + redrill method for dealing with a stripped screw socket in thermoplastic medium.
2003 : Miscellaneous steel fittings, screws, bolts, and odds, sorted. Thermoplastic threaded hole failure fixed.
Taking a breather before closing the books on the old LLP.
Oh yes, I haven't had enough protein today - so another shot, it is.
Sun Feb25 s2 m11 w48 d334 91.51%
1040 : up
2049 : Super messy, expensive, weekend. But some stuff got cleared, so that's a plus.
Mon Feb26 s2 m12 w48 d335 91.78%
1200 : up
1421 : Perhaps for my third vicennium, I should strategically diversify away from Victorian values.
2315 : TIL I can just dump more NaOH into household bleach, and it should only make it more effective.
Tue Feb27 s2 m12 w48 d336 92.05%
0320 : down
0830 : up
1005 : goomorninggg. looks like a day of washing dishes. with reduced distractions, maybe it's time to start dating again.
every schmuck is someone's schtick. it's generally disheartening to be reminded of how so many people enjoy poorly designed things. but what the hell, reminders are good for sanity
"
"
Sab2 week49/52 review
DEETS:
Wed Feb28 s2 m12 w49 d337 92.33%
Thu Feb29 s2 m12 w49 d338 92.6%
0244 : Long, dreary, day. Mostly social.
0846 : up
1033 : Americans visiting Malaysia : in shock
Me : not used to casual racism, are we?
Americans visiting Malaysia : oh we are, but
Me : ah yes, constitutional racism ...
1038 : Boxing up unchipped wares and moving chipped wares out for daily use.
1205 : Finally sorted and reboxed stoneware from the 2020 cafe shutdown. On to other remaining messes ...
1256 : Time to circle back and recap my 2021 to-do list which I think is only just getting cleared right now in 2024.
1443 : Thu Feb29 s2 m12 w49 d338 92.6%
Perhaps time for a vacation - without people who need to spend money to be happy.
1630 : Sometimes $200 on the ground is just a distraction, and if it's across the street, it's just not worth the context switch.
1938 : Off to networking. Slow day. Various distractions. Mostly related to money and people.
Fri Mar1 s2 m12 w49 d339 92.88%
0155 : Prepped and sent my first invoice for business work in 2.5 years, I think
0226 : Sabbatical 2, month 12. March is for rest and recuperation from 11 months of chores. Still. Many chores to do, but mostly deskbound.
0258 : Best case energy gain : 75% = LNG/TNB-1 @ falsely assuming equal utilisation efficiency in heating with a resistance heating mechanism, not a heat pump
LNG : 55 MJ/kg / ( 26.6 MYR/tank / 14 kg/tank ) = 28.9 MJ/MYR @ largest domestic tank size
TNB : 3.6 MJ/kWh / 0.218 MYR/kWh = 16.5 MJ/MYR @ lowest domestic tariff rate
0430 : Anthropology and philanthropy are hard. But useful.
0430 : down, 6 hours late
1250 : up
2330 : 1 March, Day 339
Down, six hours late.
Up, shortly eight hours later - two short.
Snek.
Onboarding call from client, two hours after waking - should be short - project is tiny.
Meal.
Four aprons disposed via public donation.
Daily operational protocol docs updated.
More food. Clearing rubbish left in my fridge by others.
Haircut - a week overdue.
Tea - peppermint only.
Today feels slow - but the sense of fatigue is false - it is a matter of repairing memory banks which have been under a lot of stress over the past year.
Many tens of days have been given to people who have not indicated that they can give back to me time of equal value to my wallet, or to my learnings. It's a good time to reflect on what must next be done.
2336 : down
Sat Mar2 s2 m12 w49 d340 93.15%
0300 : down
1124 : up
1320 : Spent a few days rinsing, and rerinsing an old mop head ... what appears to be grey dead algae ( probably not cementitious dust? ) does not rinse out all at once, but does so slowly, requiring a great many rinses. IPA appears to speed up the rinsing. The rinse water is turbid. So now I am curious about flocculants.
Aluminium Sulphate / commonly used as drinking water and swimming pool flocculant.
Can anyone sell me 50g of this?
The available quantities of 1kg online are far too large for casual use.
Sun Mar3 s2 m12 w49 d341 93.42%
0246 : Hm. Recap, sabbatical 2, year 1, months 1-11.
Done :
✅ Clear rear flat
✅ Clear forward flat
✅ Clear excess flat
✅ Wind-up LLP
✅ Examine forward flat management corporation
✅ Examine excess flat management corporation
✅ Unify personal operation docs
✅ Tidy personal historical docs
✅ Calibrate physical conditioning ( hypertrophy and food )
✅ Study home economics
✅ Develop ongoing relationships
✅ Update running SOPs
Undone :
❌ Examine rear flat management corporation
❌ Liquidate excess machinery
❌ Study software
❌ Study electronics
❌ Study asset allocation
❌ Collect personal debt
❌ Expand business and social networks
❌ Update digital archive
❌ Update cycling SOPs
0500 : down
0900 : up
0934 : Poor Things is quite clumsily acted and shot, at some points, like a highschool play, or perhaps it is intentionally slapschtick. I read Lanark, on the recommendation of a friend at 17, and did not quite ""get it"". I guess I can see the similarities.
1630 : Hypothesis: vasomotor rhinitis is from overstimulation of the parasympathetic nervous system
Mon Mar4 s2 m12 w49 d342 93.7%
0146 : Long, long weekend. Too much money spent. Good to get projects closed. On to more focused issues.
0245 : down
1234 : Sick. And tired. But glad to be moving on, and back to work. Financial rations, are the order of the month.
1522 : answering questions in a devops forum. Talking about devOps
without talking about psychOps
is bullshit.
1750 : Brief swim. Netted garbage in the pool. Soda while reporting incident. Back home for a coffee, next, and more desking.
Tue Mar5 s2 m12 w49 d343 93.97%
0248 : Two glass boxes are available for rent in my condo.
Should I open another cafe?
OMFG
0407 : down. still sniffly
1106 : up
2106 : Another hundred ringgit day. Most of it driving. Eco grandeur. Interesting township. American sized. Also checked out the Ministry of Housing in Putrajaya and stopped to network with a mechanical engineer at Gamuda Kemuning.
"
"
Sab2 week50/52 review
DEETS:
Wed Mar6 s2 m12 w50 d344 94.25%
0105 : My reflection for the day is, that my appreciation of local concerns is reflected by others I meet, and my ability to address local concerns is only as good as theirs. Whereas few whom I meet locally share my global concerns. This basically encourages me to decrease my efforts on local concerns, which I have had a dedicated focus on during my commercial decade from 2013-2023. So I am encouraged to address global concerns with more focus.
Also it turns out that the employment pass in Singapore can be applied for by anyone paid more than 5-6000 SGD/month, which is not a huge number. Good to know. Subject to other terms and conditions.
0331 : From conversations with friends and myself :
- Jerng takes everyone for granted (Jerng agrees)
- Jerng's bosses are stupid (Jerng disagrees on the basis that everyone is only stupid sometimes)
- Jerng's overpaid (Jerng has not been paid in 11 months, except for a RM100 emergency tech support call, or in kind as an exchange of personal services)
- I also concluded that I need to redact a lot more trigger topics from certain friends; some people get antsy when they hear about other people's stories; some people feel antsy about money ... I also have to stop letting some friends pay for stuff as it seems to come back as an issue; some people get antsy about negative feedback ... ok, no negative feedback for that one; etc.
- I just wired back RM500 to some dude who asked me to provide an output value, but could not produce sufficient input values
- generally, it was a good day
- I am still sick
- I think I can get around to doing taxes tomorrow
- I am looking forward to getting back to studies \ perpetually postponed
0410 : down
1304 : What does the new day bring? A stuffy head. More paperwork and housekeeping. Some opportunities.
Thu Mar7 s2 m12 w50 d345 94.52%
0220 : Yesterday was not super productive. Too much social work. I need to heal fast from this week's infection, and last year's distractions.
0237 : A nice person asked if i needed someone to talk to because I posted about self-termination. I had to explain that I'm rather controversially pro-suicide, so I condescend by avoiding the making of speeches about what I think others should or should not do, rather I only talk about myself, to minimise my influence, in a regulatory environment which is opposed to ro such ideals.
Upon further prodding, it turned out that they had other issues ... so in turn, I offered assistance. #jerngvswork
0300 : down
1257 : up
1310 : What?! A lathe mill combo is under $2500 including shipping ...
1337 : Our friend : Best case 71.5k by 10pm. Poor cases 64k, 61k, 58k.
Fri Mar8 s2 m12 w50 d346 94.79%
0141 : Next career calibration :
- build up current assets to $550k, only then move $50k into my second high-CAPEX business, then work on it for 1-2 years
- not going to be soon, as my current AUM is under $100k; will probably take a few years unless I accidentally buy a weird asset that spikes
- I don't buy lottery tickets
- no change to long-term limit of $10 MM AUM
2015 : 19 years after college ... Yay, I finally got time to study art history. Long overdue.
Sat Mar9 s2 m12 w50 d347 95.07%
2026 : Figured out how to run my car AC for long periods while parked - pop the hood. But, maybe an additional fan blowing air down would help.
Sun Mar10 s2 m12 w50 d348 95.34%
0014 : breaking news : my rice has MANY weevils. they are in the process of being frozen. I will eat the rice gradually including frozen weevils later.
0109 : The other day I decided to stop doing all freelance work ( except art work ), effectively getting rid of every potential distraction in the business space which wasn't worth an employment contract.
One of my better friends : I'm waiting for the day you get rid of me
Me: i mean if you're sufficiently dumb, i'll just call it a day - not yet lol
0856 : Spent the evening entertaining gripes from one dumbass, and killing the next two hours waiting for what's anticipated to be another dumbass neighbourhood association planning meeting.
It's not easy to get fools out of your way, sometimes they remain useful.
1507 : Women who can't organise their feelings, neighbours who want improbable things from the government, and pigeons shitting outside my balcony. Ah, a poorly endured weekend, surrounded by questionable intellects. I must work harder to overcome these difficulties.
1914 : One less thing to worry about today ... there will be more things tomorrow. Keep it coming ...
1937 : A common phenomenon, it seems ... people who are not measured in their actions, are different from people who are. As Klein said, perhaps,
""First they ignore you. Then they ridicule you. And then they attack you and want to burn you. And then they build monuments to you.""
Or not.
2111 : A chill day, in a chill year. Put on an extra shirt and watch. Going for a drive to see my old neighbourhood on the hill.
2228 : Half the startup game is, figuring out where the dumb-money VCs are jumping on a dead-end trend, offering to take their money, then doing something else with it which is more sustainable. Varying risk appetites apply - you could go for something more, or less obvious.
Mon Mar11 s2 m12 w50 d349 95.62%
0153 : Even if everything goes to hell tomorrow, it has been an exceptionally relaxing evening. Hope to close off the next task by lunch time.
0900 : up
1330 : Going to KL Lake Club for tea. Anyone nearby wanna ngopi? I haven't been in 25-ish years.
2037 : Trivial day. Helped bestie prepare for scholarship interviews, caught up with a local community organiser, bought some hardware materials, and iterated on the property sale.
2359 : more counselling of friends ; left my phone on a car and had to get a new one
Tue Mar12 s2 m12 w50 d350 95.89%
0228 : Philanthropy is a sordid enterprise. But if you don't make friends with fools, you may not have anyone to make friends with. On with it ...Philanthropy is a sordid enterprise. But if you don't make friends with fools, you may not have anyone to make friends with. On with it ...
gradually clearing chores, and putting out fires. I figure it's at least two days till I can start proper studying, though it may be a week.
0320 : down
1224 : up
1452 : Time for some kerosene cleaning
1655 : Maybe I can get all my scanning done today. We shall see what else pops up.
1721 : day 350 95.89% of year 1. Finally, this is what it feels like to be on holiday.
2106 : I didn't anticipate spending that many days of my 41st year managing conversations of the variety : why you friend them / why you no friend me / I no friend you anymore / you no friend lah you.
"
"
Sab2 week51/52 review
DEETS:
Wed Mar13 s2 m12 w51 d351 96.16%
1055 : up
Thu Mar14 s2 m12 w51 d352 96.44%
0412 : down
1116 : up
1929 : Seriously considering a subscription to Bloomberg content ( not data ). Just to keep up with the talky-talk.
1954 : Next work toy : water quality testing gear. Will try to keep it under $250
Fri Mar15 s2 m12 w51 d353 96.71%
0234 : Preparing to re-plumb the kitchen ...
0405 : down
0545 : up
0707 : Asset allocation.
The struggle is real.
0733 : Off to feed. One painting project down, one more to go.
2359 : two hours sleep, two hours nap, painting done, relationship managed
Sat Mar16 s2 m12 w51 d354 96.99%
0531 : four hours slept. beginning of study on adenosine metabolism and sleep. time for coffee.
1857 : The next hour ( or 15 minutes of it ) will be very, very hard.
2359 : Friday and Saturday were jointly executed on about 10 hours of sleep, half my usual target.
Sun Mar17 s2 m12 w51 d355 97.26%
1516 : - Social chores done for the day.
- A little test with sodium dithionite, failed.
- Cleaning adhesives off some tiles, succeeded.
- The dragon dance musicians are busy down there ... henceforth I am going to call it the crunk dragon
1740 : None of this is interesting ...
I look through social media, the commercial news, the people I am seeing, my neighbours, my countryfolk, the world as it appears.
That is why I tend to find motivation only from myself.
1954 : Enjoying the temporary absence of trauma from a few years of accumulated mess.
2238 : The flat is finally neat enough to support a conversion to library mode - time to drape documents everywhere.
2253 : Sebarang perasaan manusia adalah penghinaan atas kewarasannya.
Mon Mar18 s2 m12 w51 d356 97.53%
1034 : up
1130 : Weekend shenanigans : spent a day or so tracking XBT's drop to my target of 65k USD, and since it's still twelve days till EOM, looking for it to drop to 64k or 62k next, before closing above 69k at EOM. So much drama. But there's a time for everything in life.
Watchin the game!
1401 : Paperwork. Almost the last of it ...
2013 : 48 hour opportunity cost : $7400
I need to stop making car-sized mistakes so that I can afford more house-sized mistakes.
Tue Mar19 s2 m12 w51 d357 97.81%
0141 : Friend : Why do you like X, they are so dumb.
Me : Well there are different types of dumb. If I can tolerate one type of dumb, I can tolerate other types of dumb too.
Well, I'm afraid I don't have the mental capacity to do a tabular comparison of what I like about each of my friends. I've been under a tremendous amount of stress for the last twelve months just trying to help people feel better when they explode. I just want to enjoy the company of my friends when they are not in explosive moods. It is slightly beyond me at this point, given my limited resources ... to engage in a full blown consulting proposal for why my friends should be my friends. That's why it's generally easier to just leave the door open, and to change only what people can get access to on my side of the door.
0235 : One of my dear friends just said they didn't know I was financially distressed. Apparently, it hadn't occurred to them that someone who said they were stressed out about work over the past year, was also stressed out about money. Money is just a proxy for time. If I'm spending time on X, I'm spending money.
It was a fine day - I'd actually made a $7500 mistake at work over the last 24-hours, and after work I was out at their place patching a hole in their wall with cement, and teaching them how to fix a leaky bidet, because (they said) they wanted to save money instead of hiring professionals. Now I didn't ask for a fee, but I was offered a bowl of noodles, tea, some water, and $11 - I said thanks, I was grateful. I also said I had to stop work, and they'd have to hire a professional to finish the job, if they were not in an emotionally urgent state about the work I also said I had to stop work, and they'd have to hire a professional to finish the job, if they were not in an emotionally urgent state about the work - because I had a rough day at work, and needed more time to focus on my own shit.
Later on in chat, we were discussing friendships and protocols for social interaction, while also discussing protocols for how to argue about the same. That's when they observed, it was a ""vulnerable"" conversation ... which I found humorous, because I'd been saying the same thing all year, about being stressed, and in the past they had only reacted by calling me a liar. Well, I said, ""how about I take away your salary, then ask you to spend more time on me, then complain that its not enough, for a year?""
People are weird. But if you don't accept weird people, there probably won't be many people left on earth. Haha.
0923 : I had to redact a recent story from Facebook, because it offended someone. But it will remain on my blog in general. We can apply band-aids to help others feel better, but we should not shy away from identifying fundamental concerns. This is true, even if we disagree on what the fundamental concerns are. Everyone is responsible for clearly stating their point of view, without fear or favour. The views will not match, and it remains for the world to judge each individual view.
But what of events without witnesses, between two folks? These may deviate in perspective, for eternity.
0946 : My friendships are really affecting my work in a bad way.
I am wondering if I should go away from everyone for a while. Not yet.
Also, a reminder to write a will. LOL
Strategic planning is required, a bit more, under duress
1041 : SPA review day ...
1232 : Very dramatic week. I ran out of groceries. (Also, please do not send random food gifts. I like to do my own shopping.) So I am off to spend money on a restaurant downstairs, as I want to get back to work ASAP. Groceries will happen soon.
1516 : ( re: 11:30am previous day's view the XBT could drop to 62k on weak support ) Bonk. Happening as we speak. And I managed to lose money on it, because I let my personal life get in the way of my commercial interests. FML. Fix it slowly.
1816 : Until one day when Malaysians no longer use threats of violence upon each other - Malaysia will never be a developed nation.
1859 : Enforced feeding. Then more scanning ...
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Sab2 week52/52 review
DEETS:
Wed Mar20 s2 m12 w52 d358 98.08%
1020 : up213:down
1221 : The other day, someone asked when I lost my virginity. I said it was around the age of 24. This may seem early for conservative people, but it is quite late for societies where 14-year-olds are sexually active. In my case, I was quite busy with career priorities, and only bothered to date sexually after I had already quit three jobs and was on a break for ""gradschool"" in 2007.
There were physically close friends, and one official girlfriend before that, but nothing too intimate. I was also always interested in clever women, but I wasn't very good at finding them, nor was I making very much effort to shop for them. Efforts nowadays are better multiplied by online social apps, where we can shop through hundreds of profiles a day, so I guess I was right to wait.
I still find it challenging to find smart women. I mean smart in a trans-atlantic sense, being rational both inside and out. Sometimes it feels like one runs a halfway house for folks who don't want professional therapy - I'm sure you've heard that one before.
Also I am a low-cost living nerd. And an asshole.
Ah well, that is the game. We shop till we drop. Haha
1417 : These are not common, of late. Another relaxing day. Even losing money is stress-free, without more explosive issues looming around the corner.
Until the next emergency ...
1455 : Drew the outdoor and internal zoning curtains. Power consumption is up, with the heat. Let's see how low it can go.
1635 : A day with some freedom to do new things. I should get groceries, then return to my history of computing. Wait, oh no, I think I have to do digital archival backup first. Argh.
1855 : Amazing feeling to be on vaca after 18 years in the workforce, and 1 year of housekeeping. Peak lifetime organisation. Until messes start to reappear.
Walked to the mall, there's a Uniqlo and Daiso. Walked home with groceries. Very proper-like.
1935 : It just occurred to me that the IDEAS frontage in KL belongs to a hotel, not the think tank.
Thu Mar21 s2 m12 w52 d359 98.36%
0520 : lost a hard drive today. loong day
0800 : long ass night. mundane. time for bed.
1130 : up
1421 : The day begins with rice. I need to adjust my calculator, having switched temporarily from tofu to soy isolate.
1652 : Breakfast bolus, 543 kcal. Later, protein.
Walked in drizzles to the hardware store for soundproofing test materials.
Jogged home.
1820 : Good day for rest, after a lack of sleep. It is good to have clear workspaces and an absence of people clamouring for affirmation, for once in a few years.
1920 : Time to mall. Today I shall put on my shoes and watch, and do a proper tour of Sunway Putra Mall. I haven't really had the free time to study local merchandise and people for a couple of years.
2337 : Already my body feels as if there are dangers I should heed - wear and tear. Every day is a good day to die. That is the posted hung on my front door, which greets my neighbours as they walk past my home.
That being said, if I am extraordinarily lucky, I am at 33% of max temporary presence, and I still don't know where the remaining 66% is going.
But that is the nature of life, for those who dare to think about it.
Fri Mar22 s2 m12 w52 d360 98.63%
0219 : down
1309 : up
Sat Mar23 s2 m12 w52 d361 98.9%
0155 : Many competing opportunities for the next three weeks. Gotta reel it in and take up some conservative positions.
0405 : Good to know, that whenever I need a desktop with over 3000 CPUMarks, it's now under 200 MYR. But I don't think I need one yet.
1000 : Anyone want to drive up the East Coast of Malaysia, over a coupla days?
KL, Kuantan, Kuala Terengganu, Kota Bharu, Perlis, WCE, KL?
1447 : Update : Going on a road trip. I always say, I travel only for business of women. Today would be market research - haven't done the loop yet, since returning in Malaysia in 2005.
Vehicle : WGG 4640
Risk Management : Last will and testament, in the unlikely event of my demise, please leave my estate to my father and sisters. (That's triple failover, right?) I believe my belongings are in an orderly condition. There is only the flats, Luno, Stashaway, EPF, and one savings account, I think.
Off I go. First stop, Kuantan, overnight at Kuala Terengganu.
2100 : Turns out Kuantan is now cuter than KL, Penang, and Ipoh in terms of city planning and preservation results. The latter have all gone to shit for traffic and mess.
Sun Mar24 s2 m12 w52 d362 99.18%
0107 : Kuala Terengganu looks messy at night. Let's see in the morning.
0313 : Driving in the boonies - Google Maps will send you off busy main roads directly into uninhabited, unlit, killboxes ... if you mind, you should follow the traffic, not the map. I followed the map down route 3486 in pitch darkness. Omg
0335 : Sunday : getting to Kota Bharu seems like the easy part.
From KB down route 4 to either Gerik, or further on just looks like six hours of pain.
Worry about it after KB, I guess.
0340 : down
1100 : I may need to start treating my hands with the [ same care that I started to treat my ears to, once I noticed performance degradations in college ]. Perhaps it is an injury from massaging, or from something else. I seem to have a nodule or swelling of some sort on one lateral band at my middle proximal interphalangeal. Bugger that
1902 : route 4 has really bad reviews for surface quality. nights said to be dense with lorries. can't do much sightseeing. so gonna stay the night at KB, then head off to Gerik in the morning of day3
2014 : Time to feed.
And to reflect on unnecessary risks.
And mortality, and the absence of intrinsic value of human life.
Mon Mar25 s2 m12 w52 d363 99.45%
0104 : caught up with an old hire who lives about here.
0132 : I am happy to be working on interesting risks, without being bogged down by other people.
It is quite a privilege for me, but the privilege granted to others came with a condition to keep up and they failed.
I zoom out for a bit, and think of all the things that my peers value - it is sad that they care about the feelings of other people, so highly.
I will continue to work against this trend.
Everyone shall take their place in the matrix of forces that shape the world.
As always, it is a privilege to engage. Knives chipping and shattering whatnot.
Tue Mar26 s2 m12 w52 d364 99.73%
1134 : laws about hurt feelings. Here is the problem with laws in Malaysia. The legal system encourages emotional fragility. So the culture is stuck.
1145 : time for a nap
1957 : Back to work.
Enforced rest, feeding, and cleaning.
2107 : I really wonder when Malaysians will kill me.
Forty years of living here, and there is no improvement in the culture of people being hurt by words.
Perhaps it is just a matter of time. I live here because I am lazy - I will probably die here because I am lazy.
2134 : My MOE : first-graders will be introduced to concepts in AI
My mathematics teachers : ...
My physics teachers : ...
My biochemistry teachers : ...
My psychology teachers : ...
My cognitive sciences teachers : ...
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Sab2 week53/52 review
DEETS:
Wed Mar27 s2 m12 w52 d365 100%
0148 : 1Q2024 is turning out to be quite ok.
2Q-4Q2023 involved a lot of housekeeping to clean up 2013-2022, while introducing some uncommon social operations into the mix. While the social work has been interesting, it hasn't shown much promise in terms of long-term capital development. So it's good to see those liabilities reducing over time.
As slow as things are, I'm happy to have temporary relief from even slower people that require babysitting. But of course, I expect to have to do more babysitting later - so far I have not decided to ban myself from babysitting, I guess. If I did, perhaps I would be more developed financially.
In general, I find that emotional fragility is a liability. If I find it in myself or others, I structurally disintegrate its precursors and reduce entropy as quickly as I can. If a subject is opposed to this process, I simply remove the subject from my environment, post haste.
We don't all agree on what is valuable about humans, but society exists to provide us with a protocol to engage with each other despite these disagreements.
0248 : down
0916 : up.Attack the day
0958 :
0958 : I suppose if after dealing with a counterparty for three years you still have to handle them with kid gloves, it may be time to stop-loss on handling costs.
Likewise, if you don't like someone after three years, it probably means you just don't like them.
lol
1131 : Iterated on asset management. My one-year journal spreadsheet runs out of pre-headers today, so I will have to build out year-two's headers tomorrow.
1208 : First meal of the day. Rice in the boiler. Taking it an hour at a time.
1318 : Post-carb metabolism stabilised, while doing some soundproofing forensics. Time to drop protein.
1409 : Resorting archives 199x-2012 ... will share more funny pictures later.
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