2024-08-10 at

Dreams : Rushing

Dreamt of rushing in between rescheduled planes. After being snuck into a BYD office to do illegal work by some junior staff. The CMO looked like an ex-colleague I had looked up before bed.

Dream type : anxiety 

Also it seems, human biology makes one anxious for no reason at all, other than that it encourages you to physically cling to others for comfort. The side effect being of course, that your chances of survival increase together.

Delete anxiety. Choose death by drowning in a cold shower, alone. That is ordinary progress.

2024-08-09 at

Political Cognition, and the Commensurability of Experience

There are a few common dimensions of currency :

1. Time
2. Memory a.k.a. experience
3. Money
4, 5, 6, etc. ... materials, energy, goods, and services ( services being operations on goods etc. )

Most people are literate at quantifying all but #2. 

Some of us quantify #2 better, which is to say we have an abnormal degree of cognition about it.

Conversations between people with different economic literacies can be interesting. Sometimes we are lucky enough to find people who are literate in the same ways as ourselves. The rest of the time, we just negotiate politely, as politicians without clear language. Such is power and intelligence in general.

My study of accounting



Year 1. 1999. I was in the fourth form and my school made it mandatory to attend this class. I had no ulterior motive to succeed here, so I sometimes slept in class and was called out by the teacher (who was one of the best in town). I absorbed nothing, as I was saving my memory.

Year 4. 2003. There was an accounting course available in my college, and all the kids on track to investment banking and economic consulting jobs were crabbing to get in. I had however, designed my time in college to avoid all commercial subjects, as I figured they were too easy and should be studied in the field, later.

Year 7. 2006. I am working my third job after college as a quantitative analyst in the funds management division of a Malaysian investment bank. It is a horribly backward operation, with fund accounting done by hand on reams of paper and my own job requiring no more than maths from ... ironically, the third or fourth form. 

From the same mailing list of churchy people (I was raised in a religious community) where I had found this job, there was another job interview I had attended. It was at a hip corporate finance boutique, and I was specifically advised upon checking that no accounting background was required. So I attended in good faith, and was presented with an accounting case study, to which I objected on the grounds of being ill-advised by my introducer. The interview did not progress.

The boutique was later rolled into the national sovereign wealth fund, as its founder was picked to be the fund's CEO. My introducer worked in the fund for quite some time, and later I dated someone who had worked for them. I was told they made decent money by the mid 2010s.

Year 9. 2008. I am on my fourth job after college, taking a break from really dumb people in really stupid corporate jobs. I help some ex-General Electric folks put together a pitch to sell a training company to Malaysia'e largest English newspaper. In the process, I learn how financial statements work, via Google. I put together the statements of projection for ten business units, for the pitch. I am amused at how simple the structures of statements are. I think it would have been more interesting in grade school if we had started with ops, and done accounts later, rather than study accounts without ops.

Year 14. 2013. Following a bit of "grad school", I am helping some bloke to pitch his uncle for funding to start a third-wave coffee shop. Once again, statements and projections are prepared. Over the next year or two, this chap and his associates ask for my help with this. Sometimes I don't get paid. I am allowed to show some of my work to others.

Year 16. 2015. Subsequently, I somehow raise 412,000 Malaysian Ringgit including about 50,000 of my own money, essentially my life savings at that point, and I start work on another coffee shop ... a job that lasts me until 2020, six years, the longest I have ever remained under one marque. That operation is shuttered in 2020, but the entity is wound-up only in 2023, as it has been complicated. I did nearly every line of accounting over the lifespan of that annually audited entity. A humble task.

Year 25. 2024. I am on sabbatical again. On the 500th day, I have set up enough of an environment that there is a comfortable place to sit and read, with a view of the mountains north of Kuala Lumpur. I begin with the first book of the ACCA guide published by BPP in 2002. It is well written, in formal prose. I make this note about my journey, before going to bed.

2024-08-08 at

The Three Fs of Fools

How to profit from people who value family, friends, and food? The answers are obvious, because everyone else does.

Two lifetimes of frequent irritation from common folk. I must think about it more. On one hand the is limited incentive to try and change them, on the other it seems mean to simply profit from them. But why not, I suppose - after all, that is what many others do.



2024-08-07 at

Regulating Bureaucracy and Rent Seekers

 Approach for the MACC to consider, in reducing corruption in everyday processes of government :

1. Pangkalan Data Utama bersekutu should have an ID number for every bureaucratic workflow, from post offices to the cabinet.

2. Runners who sell services as "administrators" or "experts" for any workflow must be registered to those workflows, under an Act of Law which governs such services.

3. The Act of Law must create a commission to regulate such services.

2024-08-06 at

Adrenergic agents in beverages

 Adrenergic receptors are signal-receivers in the sympathetic nervous system. Broadly, there are alpha-1 -A, -B, and -D, alpha-2 -A, -B, and -C, and beta-1, beta-2, and beta-3 receptors. These do a bunch of different things which are beyond the scope of this note.

Methylxanthine purine alkaloids in beverages. 

Most of us talk about caffeine, and recently it has been hip to bring up theobromine in comparisons between chocolate and other beverages. The main pharmacodynamic of caffeine is to bind to alpha receptors.

Caffeine is metabolised into "12% theobromine, 4% theophylline, and 84% paraxanthine", all of which have adrenergic interactions. 

Theobromine, as noted above, is famously found in chocolate, but also occurs naturally in some plants which are better known for their caffeine content.

Theophylline, also occurs naturally in similar places. By itself, it appears to be more aggressively adrenergic than caffeine, and it is shipped as a performance enhancing drug.

Paraxanthine is a metabolite of all of caffeine, theobromine, and theophylline. It is also adrenergic. It messes with nitric oxide signalling, and neurotransmitters such as glutamate and dopamine.

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Theacrine is found in some plants, being sometimes synthesised from caffeine. It is also binds to some alpha receptors. But it has attracted less interest and is deemed less effective than caffeine.

Many of the items above have histaminergic effects, which are beyond the scope of this note.

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For comparison, it has also been trendy ( thanks Hollywood ) to discuss beta-blockers a.k.a. beta-agonists. This is a related topic, but also beyond the scope of this brief note.

tedium and science

So, on Monday I put in some orders which are on very cash-oriented strategies, which will take the better part of the week to administer. I guess one makes decisions with the knowledge that they may be wrong decisions, then executes meticulously to find out. After all, that is science.

Unwanted Help

I guess the past year has a been a good study of development economics. If the recipient of charity is unhappy that they receive charity, then the engagement is a lose-lose. Some fragility cannot be adjusted to net a social profit.

2024-08-05 at

The Mythical "True Neutral"

I often write about the pleb consumers that fear death, disease, dissociety, and discomfort. But there is one more fear which is important to many people ... disidentity, or perhaps in other words ... personality disphoria. 

People cling to who they believe they are. This stifles innovation, of course, but we all understand the tough decisions made by governments to keep things in check. So public education encourages a fear of changes in identity.

The meme of RPG character alignment comes to mind - the truly neutral person of theravedic ideology is rare in society - perhaps they are mostly living on their own, neither law-abiding nor law-averse, neither minimalist nor maximalist in aesthetic, neither blown by winds, nor steadfast against them.

Sharing the Fat ( Calculations )

Dietary studies have resolved protein and carbs - now I need to lock down fats. 

Ballparks ...


- A : fat calories as a fraction of total calories : target 30%

- B : fat calories per gram : 9

- C : A&B : 1000 Cal * 30% / ( 9 Cal/g ) = 33g fat per 1000 Cal


... which fits the intuition for efficiencies I had previously developed during cafe operations ...


Sunflower Seed, F : 46.5% of 71g, per 1000 Cal gross intake, about MYR 1.5 

- SF : 4.5%

- MuF : 19%

- PuF : 23%


Pumpkin Seed, F : 45.8% of 72g, per 1000 Cal gross intake, about MYR 2.5

- SF : 8.6%

- MuF : 16.2%

- PuF : 21%


Chicken Egg, F : 6.5% of 507g, per 1000 Cal gross intake, about MYR 3.5 for 7-8 grade A eggs with a minimum of 65g each

- SF : 2.5%

- MuF : 3.4%

- PuF : 0.6%


Almond. F : 36.7% of 90g, per 1000 Cal gross intake, about MYR 4.0

- SF : 3.7%

- MuF : 30.9%

- PuF : 12.1%

2024-08-04 at

Kindliness does not imply Compassion

It is said that smart people are not heartless, but that is probably an oversimplification. A smart, heartless person is probably not a noticeable nuisance and you would probably think of them as friendly, useful, neighbours - smart people don't fail in politics. That doesn't mean that they actually care about the anxieties of others - cheerfully, they might tell you, they would slit your throat in a heartbeat, should there be sufficient motivation and absence of inhibition, both intrinsic and extrinsic. Most people don't know who the smart, heartless people are. They only complain about the dumb ones

Fibre Pricing in Malaysia Today

I am still waiting for my telco to conclude the operation, but I hope to have properly terminated my fibre Internet soon. Two years of overpriced overconsumption.

Overpriced across the industry. As a consumer i don't want free X months, I want a low flat rate. I don't want 90MYR/200mbps/month as the lowest option, I want 20MYR/10mbps/month and 40MYR/35mbps/month also. The industry is failing to meet the needs it used to meet.