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Tue 1Oct2024, Sabbatical2 @1.515years ( year2; month19; week79; day553 )
0349 : More distractions : my friends asked me to apply for this NAIO/CEO job - and I don't know why they would consider my profile, but now I have to go read up on what this is all about. Hadn't updated my resume in 10 years. Shoved (relevance) at the top. I am still a competent corporate cocksucker.
Took two hours to sync things up and dump in a token application. Now I can forget about it and get back to work.
1205 : up, 80% on target
1307 : Enforced waking, feeding, exercise, and reading.
1321 : Late down, and late up, and perhaps under fed. I took food before isometrics, and caffeine before carbs. Hmph
1324 : It would be a poor choice of CEO to pick someone with strange and public political views. Hence I do not think I would be a good candidate for a government agency.
1608 : Massive intellectual distraction late yesterday. Tried to clear it quickly, but slept late, and woke under target. Working memory still too fragmented for heavy reading. Not supposed to be doing heavy reading this week anyway, but I need to turn my time to something productive. Still a bit of lingering DOMS, so I am avoiding heavy weights again, in favour of more swim drills for the day, I think. Time to drown.
1742 : After a bit of fast freestyle, breast stroke for two sets of five loops around the pool. So over half a kilometer?
1819 : Diet is currently more stable than training. I still have unpredictable DOMS from upperbody activation. Ruminating.
2156 : i should start mapping out a running loop near my old home
2344 : Been about ... 19 years since I started doing calisthenics ln the bedroom floor, at the house my parents were living in when I graduated. Nice to think about it now that I have my own bedroom, and isometrics are back on my schedule.
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Wed 2Oct2024, Sabbatical2 @1.518years ( year2; month19; week79; day554 )
0028 : Physical changes in the past year :
- right hand bone spurs, perhaps from construction other manual work
- rough skin on ass, from floor sitting by the pool
0101 : I'm quite impressed by how little I have changed over the last twenty years. My last major paradigm shift was beginning cultural anthropology in 1999. This progressed my professional confidence through till the end of research in college around 2004. Since then, I have been focused on enjoying retirement as an over-educated/enlightened person. I have acquired more skills, knowledge, employments, body counts, whatnot ... but these all pale in comparison to my earlier achievements.
0108 : Perhaps if live another score or four score ... either I will persist in not having done anything new and truly interesting, or I will actually get back to doing work I enjoy with less regard for commerce and society.
1027 : up, 93% on target, neural tone has been good while sleeping, serotonin high, peripheral muscle systems tensing intermittently without spasm, with good haptic feedback; protocol yesterday involved protein and carbs immediately before bed, before that were fruit, vegetables, mecobalamin, and isometric stretching, calibration of knots between core and digits, and before that was heavier food, fats, carbs, after endurance swimming, a pathetic 280m distance.
1530 : Pretty scary time for me. Longest I've been off the job market and potentially only 15% done with this phase. Good to meet up with other folks to see that their lives are still carrying along normally.
2149 : Malaysian PM hints at the removal of government subsidies for public education, for the rich : This is the correct communication strategy. After the focus is placed on affirmative action for the poor, there will be a focus on removing affirmative action for the majority race.
Thu 3Oct2024, Sabbatical2 @1.521years ( year2; month19; week80; day555 )
0024 : It is an empty season. Greatly profitable for many, but not the folks I have spoken with recently. I suppose, the world is a mixed bag.
0045 : My mind is greatly divided.
Oh, but that was the point of embarking on further studies, wasn't it?
0208 : I think a lot about the time and money I've spent, on helping others achieve momentary happiness, even if that is rooted in their pursuit of some as-yet-unattained goal. The cost is pretty large over twenty years. But, the privilege to have had no pressing alternatives has also been large. I am always of such an orientation, but time and money are shorter, as things go by. Since graduation, I hadn't once made earning money a high priority, until I made global macro part of my key study subjects for the current sabbatical. Even then, I'm not sure that making money follows from braining global macro, but one has to start somewhere.
1011 : Full day of maintenance and charity. Big yawn. Still sleeping and waking too late.
1115 : up, 90% on target
1259 : Botheration. OS reinstallation day again.
2336 : So much junk in my working memory right now. Charity work involves a bunch of poorly written laws and their implementations across the country. Various friends worried about this or that issue or other person. Hm. Perhaps it is just a slow season for me.
Fri 4Oct2024, Sabbatical2 @1.523years ( year2; month19; week80; day556 )
0102 : Interesting. The majority of this year's challenges are unresolved regret. But then it might just be that dietary experiments make everything else harder to predict. Time to flick the switch on resolution. Problem identified, solution already in inventory.
0315 : Note to self :
- ok to babysit pathologically cranky people for months and years
- ok to do homework for retards
- not ok to get hurt in the process, even if it makes them feel better
Lol
1037 : up, 75% on target
Sat 5Oct2024, Sabbatical2 @1.526years ( year2; month19; week80; day557 )
0130 : down
1105 : up,95%
1425 : Day 557. Running resumed yesterday. Juggling priorities continues.
1817 : I premixed my own protein powder after months of research. I feel like walt whitman ... I mean walter white
1915 : Kebanyakan orang Malaysia marah sebab kekurangan pendirian. It je, selepas tu terkena sarang politik dan terjunlah mindanya kesitu sampai seumur hidupnya
1956 : While fighting to tear down what others have built, one fights with others who defend it.
2208 : 1. Not healing fast enough
2. Enforced eating
3. Still getting too many dumb question distractions from people
4. Remaining conservative and on swan alert
2300 : Lowest monthly volume since March 2019. Interesting.
2354)Turns out i am a bit of walt whitman after all. Interesting chap.
Sun 6Oct2024, Sabbatical2 @1.529years ( year2; month19; week80; day558 )
0034 : down
0957 : up, 95% on target
1023 : Awake close to target quantity, but four hours late. Minute on minute memory seems fairly sticky. Second on second memory has not improved much, and maybe has not been a recent problem. Enforced wash and feeding.
1028 : Turns out Kipchoge's size is close to mine. Wonder if that's what bulking is going to end up looking like.
1232 : 90 minutes till next meeting. I have enough supplementary dopamine in me from coffee to get a swim in before that I think.
1818 : Looking at XBT SMAs on the slightly longer terms : 1D, 3D, 7D ; 20p, 50p, 100p, 150p, 200p
7D : crosses to the upside every 8 months ... 100 crossed 150 in Aug24 ... so trend would be : 150 crosses 200 in 2Q25
3D : bull : all ducks in a row, Nov23-(Apr24,Jul24), 20p bounced up off 100p Oct23, heading back down to 100p right now : question mark on the bounce
1D : bear : all ducks in a row, 1WSep24- 3WSep24, 20p bounced down off 150p 1WAug24, heading back up to 150p right now : question mark on the bounce
Mon 7Oct2024, Sabbatical2 @1.532years ( year2; month19; week80; day559 )
0358 : Dalio : 55 years is quite the career. Now I don't feel so shitty about my portfolio performance on 1.5 years into this study.
0524 : BMW XM : I actually like the way this looks. As a Malaysian, it reminds me of the Axia2 visual direction but with corrected proportions. It's 1.3 M MYR btw, here :P won't be getting one soon.
1230 : up
1651 : Recycling day. The context switch seems huge : displacing memories of how biochemistry happens, and replacing it with the physics of cloth. Such is housekeeping.
1941 : Sorted recycling. Cleaned up. Having a drink to clear dead stock, since ... what else is there to drink to on this damn earth. To recycling!
1952 : Persons Approximately TIL
2121 : Feeling good, with progress today. But not healing fast enough. And not turning-over minute-to-minute memory fast enough. And not learning fast enough. So, back to focus on speed. Neurology, neurology ...
2134 : Calisthenics with EZ-curl + 10kg. Taking it easy today.
2359 : Day 559 was a good day, mostly because I cleaned my flat. I should have done it 45 days ago, but whatever. More space to think, better late than never.
Tue 8Oct2024, Sabbatical2 @1.534years ( year2; month19; week80; day560 )
0118 : Lifting weights at home. I did it after college, and had a great time working out.
Nearly twenty years later I get to do it in an optimised home of my own. It is a privilege to retain continuity of mind over such periods.
Maybe it will be another twenty years before I am done learning about finance.
0130 : down, late as usual
0753 : up, 65% on target. many dream exercises. before waking, a wide and deep river behind a friend""s house, full of mildly scary fish. after hydration at 0700, awake with eyes closed, studying the visual field from behind my eyelids, instead of simply ignoring it. thus establishing a base for day dreaming. good. simulator got lots of exercise today.
Pre-sleep protocol was favourable : 3.3g butter, two eggs, seeds, were in the final meal. Fish oil as usual.
0804 : Reminded that the main benefits of exercise is hyperesthesia, which increases baseline stimulus of the mind.
0845 : Some people are useful. But all people are boring. So moderate accordingly.
1517 : Death and despair are horrible. Natural catastrophes are horrible. War, is horrible. Life is horrible if you're unprepared. Otherwise the universe is neutral.
The central banks however, go brrr.
2107 : napped. then Did a 5km at 6min pace. Much reduced AMS. Gonna focus on speed over distance, as it seems more efficient, and maybe better for bulking.
2135 : Butter without eggs. Today we test the C15:0 hypothesis. Also doubled greens intake to 200g, hopefully not an interfering factor.
2322 : Every time Grab goes on a vainglorious PR campaign, I cringe at the mediocrity of the regional tech ecosystem.
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Wed 9Oct2024, Sabbatical2 @1.537years ( year2; month19; week80; day561 )
0046 : nobel prize goes to neural networks, yay. The worse thing about this is, human memory is an inefficient implementation. Now it is trendy to use that inefficient pattern at scale at great cost. Folks will wise up eventually and be more selective in their implementations of software objectives.
0223 : I have lived most of my life, full of disgust at my fellow men. And so it is only slightly more nauseous when they make things as pathetic as themselves, but half as efficient, and think themselves small gods.
0840 : up
0930 : Awake. Much to do. Ordinary quantities of leverage to do it. Basically impossible. But if it was predictably successful, why bother?
1002 : Comments from a post about WB's data on Malaysian unemployment, and whether university certification is of value.
1.
Institutional certifications and networks are for individuals without intrinsic value, to gain trust from others. The government has rarely focused on the intrinsic value of education. Don't know about what was before my life time 😉 I am only 40.
2.
OP responded that 'intrinsic value' has no meaning to HR bot filters. Employment is also overrated. But if someone has no intrinsic value, they must seek employment, yes?
1056 : Managed to clear inboxes, breakfast, and social comms surfaces before 1100. Yay. On to reading about biochemistry.
1117 : let's continue butter protocol tests for a couple more days
1127 : Mnemonic revision : anodes are positive, as steroids build UP ; cathodes are negative, as cathode rays are electrons.
1221 : coriolis force : There's too much noise about this in pop-science, and pop-culture. So I need to sit down and brain it today.
1235 : Quick note : need to spend a bit more time thinking about exercise outcomes along the axis of hyperesthesia/hypoesthesia.
1254 : Interesting note on choline and pulmonary surfactant
1541 : Neurons. Finally, at long last, getting down to neuroscience. #hello2003
1712 : late day break and miso soup, for extra salt.
2000 : My childhood jogging route has been upgraded with modern Sentul energy.
Now the anehs are like :
- socks
- sandals
- Mustang
2022 : Pretty disgusting when professionals take money, dis their clients for immorality, then publicly claim the moral highground for themselves. It appears to jeopardise fiduciary duty. Just don't.
If you take money to do immoral things, then do them properly.
You may choose not to enter into such arrangements at all.
2023 : ran, ate, back to napping
2039 : Every so often, some fool will visit you with the idea that you must interpret your own actions according to the language they prefer. If you didn't agree to in the first place, just tell them to gft.
2145 : Time to eat again. Being human is full of stupid rituals.
2356 : Candidate name for a female child : Chief
Thu 10Oct2024, Sabbatical2 @1.540years ( year2; month19; week81; day562 )
0037 : I don't belong to a tradition that respects bodies. If I'm dead, send them to my blog.
0150 : down
1030 : up,95% on target
1322 : After a spot of revision on Malaysian monarchs ( I guarantee, I never bothered to remember it the first time, in school ), back to readings on cyclogenesis.
1435 : who knew Temujin was an INTP and implementer of a fuckin metric system ( probably ENTJ though )
1542 : On the laying of bodies and buildings, to rest : When the function of the preservation is a formality, then the form is sufficient for the functionality of the preservation. There's no need to be sentimental about specific geographical coordinates, or their superposition with specific atoms and molecules.
Fri 11Oct2024, Sabbatical2 @1.542years ( year2; month19; week81; day563 )
0148 : pretty good manual on glycogen pipelining; thirtieth year of running ... time to memorise this shizzle
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6019055/
0330 : down
0416 : Setting metronome to 180 bpm. It says presto. Good night, for now
1030 : 65% on target
1139 : Human consciousness is just an information system.
What observations about how men and women miss things differently, seems to tell us is that men have their dopamine (goal-achievement-reward) circuits more sensitised to imaginary memory.
Women have it more wired to present experience.
Would be a fun hypothesis to test 😎
1304 : Emotional intelligence empowers people to sensitise or desensitise themselves at will. EQ is not partial to any one level of sensitivity.
1405 : desert : Fun. After a few years of studying built infrastructure, circling back to study unbuilt environments.
1429 : physiology > finance > electronics > math
it's going to take me years to catch up :P
1503 : From discussion with a friend : it seems as people grow older, they may progress from spin-lalas to pickleball aunties.
1556 : Today's tactic is, higher cadence, lower pace, longer run.
1637 : Recently wrapped up a job application process, initiated by some friends. I hope they learnt something from it, as it was an expense I would not have bothered to incur on my own.
1847 : Run6. Probably the most disciplined run ever. Metronome at 180 bpm, mostly compliant, so about 1,000 step-operations. For each step, when autonomous control veers offbeat, conscious control is despatched to some of a dozen muscle groups to correct autonomous failure. Such micromanagement! #jerngvstime
1916 : In general. I would say that much of the art of making money is about acquiring and trading secrets. That's politics, thus boring. I may work on that more, some day, but meanwhile I remain focused on common knowledge.
1926 : TIL Saltburn is a Little Mermaid fanfic
1934 : I remind myself not to be sad when stupid people are happy. While it is a reminder of how pathetic the world is, it doesn't improve anything to regret their existence on behalf of the universe. So i shall save the thought, and focus on my own work
Sat 12Oct2024, Sabbatical2 @1.545years ( year2; month19; week81; day564 )
0130 : Modified a tripod to hold my phone, for a video stream of a local government townhall tomorrow. Feels like my whole life is a hack
0157 : Relative to the uncertainties of my youth, I am an advanced being. But in comparison to the final state of possible development, I am only beginning. And it is sad that others who have achieved only a fraction of my work consider themselves successful. Everyone aims too low. Myself always.
0910 : up, 55% on target
1829 : My day was filled with mundanities of local governance. But at least, it has been a way for me to interact with society in general. :)
2029 : It seems the only way to sleep/rest faster is with a goal in mind. Dopamine engagement.
2350 : down
Sun 13Oct2024, Sabbatical2 @1.548years ( year2; month19; week81; day565 )
1007 : up, on target + 5%
1132 : From a chat about xenophobia in the Malaysian context. Most countries are dumpster fires. Those that are not, have to trade with those that are, anyway. The reason I don't change my citizenship is pure laziness. But just because you live in a country, doesn't mean you have to stop complaining about the dumpster fire. 🔥
1231 : Self-reliance is the simplest way to happiness. Regardless of somatic or social state, if one decides to be so, so it is. But this is unachievable for many. So many will remain forever in structures of fear and fawning among others.
1401 : Asset allocation strategy : apparently I'm still taking too little risk with asset selection, and underweight cash to compensate. So riskier asset selection skew, and more cash, probably is the way to go next.
1535 : Break.
1635 : On a friend's advice, got Bumble Premium since it's a ""lifetime"" validity for like ... 17 days worth of food, haha. Been putting this off for a while, since there hasn't been a lot of cash-flow for social life. But got tax returns recently, ordered more SPI yesterday, and checked that most of my supplements are in stock, so WTH. Chill day, long term amortisation of expense.
Mon 14Oct2024, Sabbatical2 @1.551years ( year2; month19; week81; day566 )
0830 : up
0900 : If there was cloud cover, this morning drizzle would be favourable weather. But alas, it is bright, and wet, the worst of both axes.
0910 : Back to the grind
1037 : 内转 isn't involution ; specifically it's internal refactoring ; poetically it's closer to nausea :P
1221 : Cute time to revisit the thesis that net of all actors ... the US helped to spur conflict in Europe, prior to its own ascension as the global leader. #boundlessconspiracytheories
1404 : Interesting how life leads you on. I couldn't be arsed about how weather systems work. But I'm studying finance, and investors care a LOT about how weather systems work. So I've got a fifty articles lined up on horse latitudes, the Hadley cell, and cyclogenesis, over the past few days.
1424 : Some feel the US economy is in a hole, right now. I don't hold this view, since I live in a much shittier part of the world.
I would consider, gravely, the contingency that Kamala is going to lose. Trump is going to win. A second Trump presidency will properly throw things off balance, and make things much shittier, before a lot of people swing to support the Dems.
Or it might take a few more cycles. We're in very lukewarm territory right now.
1642 : Time to feed. Then back to reading.
1755 : Meditating on fatigue. Breadth-first traversal is a perilous route. Scouts are disposable. And while most people enjoy the support of social counterparts whom they trust, I have not met many candidates of interest in this category. So, a nap will have to do, every so often.
1845 : down
2210 : up
2320 : References to Columbus' victimisation under the Spanish Inquisition, as evidence of his own depravity have got to be the most god-forsaken arguments I've read today.
2330 : down
Tue 15Oct2024, Sabbatical2 @1.553years ( year2; month19; week81; day567 )
0007 : Feels dangerous. Destroying 1-2% of your memories every day, to acquire new ones. Arm -wavy number.
0032 : Probably need to do more active short term memory turnover, by thinking about what I read when I am not reading.After a few minutes of this, I figure out that the simplest way to model weather dynamics is to trace the energy transfer from the sun's point of view, as it shines statically upon a rotating earth.
0209 : Time to feed, again.
0935 : up, 75% ot
1001 : Wash feed desk
1201 : Up shifted into 100% white rice, from brown. Let's see if this goes well.
1355 : Hypoesthesia. Applied KCl and NaCl. Taking it slow to reflect on available data. Recently, armchair positioned to face balcony, a vista. Also sights of daylight across two rooms. Fan pulses slowly, regulated. Rain floods the city below. Waiting for administrators downstairs to return from lunch. Perhaps a good day to refactor the sink in preparation for more machinery. Stuck in first gear since May. Grind away.
1446 : Ordered semi-synthetic 10w30 for the oil Kancil. Hope I don't regret it.
1940 : Day 567 : coaching myself to be pickier about what I think about.
2050 : Continuous expense developing long term assets with few short term returns. One does what it takes to generate incidental returns to maintain momentum. Lift weights, screw around, write stories, drink coffee. Whatever it takes.
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Wed 16Oct2024, Sabbatical2 @1.556years ( year2; month19; week81; day568 )
0117 : Late to bed, as usual. :(
0133 : OK. I have found one thing in my life worth regretting. I used to think that I didn't need to work in AI, and some other schmuck would work out the details so I wouldn't have to bother. But in recent years I see these clowns rolling out such horribly energy-wasting work that I've become more interested in getting my hands dirty so that perhaps, if they haven't figured out how to write more efficient code, I'll get around to doing it myself.
0923 : up , 80% on target
1015 : Wash, eat, read, repair, run
1156 : billionaires weilding undue influence : one's chosen vocation : gaming
The game is arbitrarily designed. The design at any point in time is the best guess of what government designers think to be efficient for optimising government outcomes. When gamers play the game by the rules and arrive at outcomes which are not what governance designers intended, then the onus is on designers of governance to design better governance parameters.
1615 : Physical conditioning is taking a backseat to memory conditioning these days. Memory conditioning priority today is to ... think about physical conditioning, so off we go. LOL
1738 : Current weakness : 60m loop freestyle. Need to work on multiples.
2306 : A droll day, half-filled with social chores.
Thu 17Oct2024, Sabbatical2 @1.559years ( year2; month19; week82; day569 )
0017 : Didn't realise Rupat-MY was less than one third the distance of the longest bridge.
0035 : The solitary mind wanders, as a matter of getting the steps in for the day. But it cannot be let to wander unleashed, lest it costs more to return than its revenue from wandering.
0109 : These few days I think myself too exposed to the frailty of unhelpful peers. Perhaps it is time to consolidate again.
0922 : up, 80% ot
1003 : Wash, feed, read
1040 : Resuming the use at ear muffs at desk
1512 : Study of weakness. Time to drown.
2222 : Err. Recalibrate. Repeat. :)
Fri 18Oct2024, Sabbatical2 @1.562years ( year2; month19; week82; day570 )
0121 : Most people I meet are tedious, inconsequential, aspirationally mediocre, fickle, proudly dependent, parochial, stupid ( I honestly could not find a more fitting word without resorting to research ), boring, and dreadfully uninspiring. This is the only thing that drives me forward in life - to create more entertaining situations.
0628 : 0540-0625.: toast, coffee, journalling some stuff i thought about before falling asleep and while waking up in bed
1120 : up
1143 : ""people need to engage in foodie rituals to build trust"" - yes, yes, I know you are like that. Quite silly in my opinion. Keep it up, you do you. I prefer to focus on business. Call me when you are done waffling.
1206 : A piss upon people, who depend on food for their feelings. Not quite a genocidal comment, since tis the season for such analysis. Whereas I reserve my preferences for the eradication of emotional uncertainties from the genome, I do not believe it means we have to kill individuals. But we can move civilisation in the direction of such improvements over time. Be the change you wish to see in the world.
1247 : citizenship amendments in Malaysia : What should be understood when a constitutional amendment passes 206/207/14/1. Party whips work in cohesion for expediency, expedience makes the government of the day look good. But FWIW, it make anchor structural problems for future generations of government to deal with.
1333 : Some people work hard to be rich.
Others work hard to be funny.
Alice has admirable qualities.
1640 : Admin, admin, admin. Droll day.
1741 : Each person sets out daily to remake the world in their image, and that is all there is to life. Some, regardless of success, are resentful when they feel that the future of their culture is threatened. Others accept that their culture may or may not survive, and that is not something to be emotionally invested in, as investments in operations are more effective than investments in sentiments about operations.
1834 : Risk-management today is distributed very thinly across a half-dozen peons. My IQ has dropped to the point where all I have head-space for is refactoring furniture. LOL
1849 : It's good for members of society to affirm the lives of others, even when they lack relevance to oneself. But if one spends excessive energy propping up poorly designed and implemented traits, then one simply extinguishes one's own work retrogressively. A pity. If only there were unlimited resources to put each individual in their own little playpen, but I suppose that will be easier with AR/VR and AGI in the near future.
1942 : Farewell mediocre fucks, banned. Haha. I guess my environment consists of various useless things, which I entertain because I am lazy. Most of these things are people. You can't change people, so if the net stress from environments is too high, you adjust everything else. You can avoid unnecessary people.
2355 : Refactored furniture and got more space back. Didn't work out today. Thick piss. I hope it's not diabetes too soon. Haha
Sat 19Oct2024, Sabbatical2 @1.564years ( year2; month19; week82; day571 )
0043 : one good things came of yesterday. just the housekeeping
0049 : Day 571. A week of meagre pickings and nothingburgers. One remains thankful for oneself, amidst a fiery mess of others.
0800 : up,70% on target
0833 : Better to leave alone the people who have no interest in improvement.
1046 : I wonder what the workforce will feel like when I get back into it. But now is really not the time to waste time thinking about it.
1057 : Beginning study of blockchain innovations, past the distributed ledger.
1347 : Sordid week. But home is clean, so nap time.
1554 : Washed, ate, fed, read. Napped. Time feed, and burn / generate hormones
1623 : sabbatical 2, day 571, hour 17. The whole point of the enterprise is to celebrate weakness, and pursue correction. 2 laps down, more to come.
1812 : top percentile KL pay said to be 65k now. Cool. In which case my asking price of 35k doesn't seem irrational. It is a pity I don't know any jobs I would rather do than study at home. Haha.
2144 : The pool water is very clear today. we have been working with the management to get the contractor to increase chlorine dosage. This means the water is also harsher. There was a near miss ... I found a turd, in a tissue, by the pool. Over to security to catch the culprits on CcTV, if at all.
2233 : Ok, I guess folks in this town don't understand ""ENM / monogamy"", so we'll dial it back to ""open / closed relationship"". Profile updated.
Sun 20Oct2024, Sabbatical2 @1.567years ( year2; month19; week82; day572 )
0055 : Low on produce. Need to get groceries. Refactor, refactor. Hectic week, but contained. Also, late to bed again.
0152 : Work progresses slowly, but on many fronts. Familiar exercises are easy ... I started running thirty years ago, and I just got off a decade of doing manual labour ... so running 5k or pushing weights around doesn't take much intellectual effort or more than 30 minutes on a good day. Learning how to swim, however, is a huge cognitive effort - there's loads of permutation which I haven't worked through, and my brain is still poor at capturing all that data effectively. The bottleneck is at capture, as I seem to.be able to analyse kinesthetic issues fairly quickly. I just can't maintain hyperesthesia once my cardiovascular system starts shutting down kinesthesia. So maybe it is just a matter of getting more cardio in. Work progresses slowly, but on many fronts. Familiar exercises are easy ... I started running thirty years ago, and I just got off a decade of doing manual labour ... so running 5k or pushing weights around doesn't take much intellectual effort or more than 30 minutes on a good day. Learning how to swim, however, is a huge cognitive effort - there's loads of permutation which I haven't worked through, and my brain is still poor at capturing all that data effectively. The bottleneck is at capture, as I seem to.be able to analyse kinesthetic issues fairly quickly. I just don't can't maintain hyperesthesia once my cardiovascular system starts shutting down kinesthesia. So maybe it is just a matter of getting more cardio in.
So instead of 8 to 12 hours a day of solid desk work, I get about a quarter or a third in if I am lucky, and then I study kinesthetics. Throw in chores, admin, and local government concerns, and I feel rather unproductive fairly often. But that is an illusion due to the breadth or the attack. Or so I tell myself.
0940 : up, 80% ot
1022 : Up late. Wash, feed, read.
1300 : Time to drown. The poolside is the best place to darn socks, and other things. Good lighting.
Mon 21Oct2024, Sabbatical2 @1.570years ( year2; month19; week82; day573 )
0850 : up
1442 : TIL : 'madani' === 'tamaddun' and they share a common root in Medina. OK lah, so PMX's brand is civilisational, which is cute. Let's see how that goes. He may refer to Medina as a benchmark, but others have other benchmarks of civilisation.
1455 : Topology : a dress is a hollow sphere with four holes.
1537 : Alice : Malaysia 2024 Halloween #1 costume dahh
1718 : Sumbangan Tunai Ramah / Sumbangan Asas Rahmah : not sure how this works. trying it out. looks like a bit of helicopter money
1828 : Broker added more listings. Time to update fund accounting sheet. #manuallabours
1926 : Desky desky day. Break. Adjust lights. Make space prettier.
2100 : No appointments today. Did not get any swims or runs in. Time to pump iron. Very small bits of iron ...
Tue 22Oct2024, Sabbatical2 @1.573years ( year2; month19; week82; day574 )
0006 : Oops. Accidentally deleted a bunch of Facebook data. Why on earth is the same data displayed in multiple places under different labels? I guess I'll re-enter it later :P
0010 : One one side we have people trying to make everyone more empathetic. On the other we have people trying to make everyone less empathetic. Somewhere in the middle is a huge pile of people trying to figure out how how to take advantage of empathetic people. :D
0952 : up, 95% ot
1337 : Time to make rice. I did not make it yesterday.
1357 : I don't feel smart enough to study Lorentz transformations today. I need to focus on nutrition and finance first.
1416 : another sea of terminology : climatology
1643 : Dull day. Some diversification of investments. Reading on climatology. Time to enforce exercise.
2015 : Bill 355, expansion of the Syariah Court's concerns : https://www.bernama.com/en/news.php?id=2317733 This developed very much in the past week.
2029 : Federal territories mufti bill : Nice of them to express concern - but I'm not sure what their problem is. I probably won't be reading the bill soon - so I'll just wait to find out.
2053 : Drown2. Laps 7-10.
2335 : Musing about motivations to be more active in trading the bull-trend. I guess as a student, my income is 0, so I should be excited about $2.40 wins since that basically pays for a meal.
I still struggle to figure out how to capitalise on my society, without causing anyone undue inconvenience, and without compromising too much on my values. Haha.
"
"
Wed 23Oct2024, Sabbatical2 @1.575years ( year2; month19; week82; day575 )
0051 : My days are caught in conflict between the privilege of time to read, and reminding myself not to forget that beyond these doors is a world full of people who are neither interesting nor accommodating ... mixed up, of course, with others who are one or both.
0208 : Late to bed again. So little done, so much more to do. But, at least, many things are in the doing.204:People are generally not ready to admit that they are no more than the tools they make.
0250 : down
1049 : up 70% ot
1601 : AW01 : net flat over a week. DXY : up, I'm guessing recession, election, and geopolitical anxieties are top. GLTR, XBT : up.
TLT : down, so long-term outlook is positive?
1722 : Too much, is on my mind. Half a day spent on governance issues. Then checked portfolios. Chatted with friends. Fed as needed. Time to run.
2046 : Today I discovered that one of our senior administrators actually believes in ""unwritten rules"". This is an individual in a role supervising the issuance of fines for regulatory non-compliance, and an overseer of private agencies for communicating legal and executive policies. It took a good quarter of the day to prepare an example of the work expected of them, and to submit it for their consideration.
I don't think it's generally effective to do other people's work for them, or to give them examples unless they want to learn. So I don't know where this is going. We shall see.
Terrifying lunacy.
2310 : Late to bed. But not as late as yesterday.
Wondering what sort of hell I'll wake up to, tomorrow, if at all.
Thu 24Oct2024, Sabbatical2 @1.578years ( year2; month19; week83; day576 )
0141 : Day 576. Daily, the enterprise is to tactically allocate resources into a situation where one has predictably
- no income
- no knowledge
- no physique
- no social network
Whereas it tends to be much safer to shore up one or more, before working on another.
0150 : down
1012 : up, 85% ot
1402 : Good day for a brief revisiting of the nature of logic, and a reminder that what most people think of as logic is a system they learnt by rote.
1601 : Miscellaneous communications for the first four hours of the day. Time to rest and switch direction.
1728 : Fed. Increase arginine dosage. Sense memory audit. Then to decide what is next.
1852 : Well, at least now I know what taurine is good for : H2S synthesis
1938 : Sulphur. Sulphurous amino acids are used to make glutathione\GSH in the liver. The liver upregulates production with physical activity, and down regulates production in sedentary individuals ( upregulation is less pronounced with age ). GSH is the reduced form, and it sits around in cytoplasm, where it is reduced to GSSG to neutralise reactive oxygen species, and then recycled to GSH. The GSH:GSSG ratio ranges from 100:1 to 1:1, and is an indicator of intracellular oxidative stress.
Glutathione metabolism is affected by taurine and H2S.
Finally, I have some lead on the short-term benefits of exercise on general cytoplasmic metabolism, along with a couple of related items.
2000 : GH may illicit auto-immune response. Haha
2239 : Slow year. But not particularly painful. I expect more of myself. But I am limited. Maybe these are false limitations.
Fri 25Oct2024, Sabbatical2 @1.581years ( year2; month19; week83; day577 )
0003 : Every day, I wake to a boring world, full of boring people. And I think, maybe I should play with them. But I haven't yet found a game, that we all want to play. So it is not often that I play with others. Nevertheless, I have not yet accidentally expired. So I must accidentally proceed.
0040 : (Sezter made) A wise choice. Life is futile, and it is better to spend time with people you can appreciate, rather than people you can't appreciate. Anyone who devalues his experience, deserves worse.
Why? Of course this was challenged. Look. The botco is going bankrupt. The mother is going to be sad. The audience is shocked. There is only one happy person in the entire fiasco. Celebrate the small wins.
People who fear bots, are like people who fear people. They think someone is out to get them. At the end of the day, one either accepts one's life experiences, or rejects them. The concept of other people wanting this, or wanting that, is popular, but irrelevant to the person who has decided to be happy.
0140 : Well these days I'm testing creatine and citrulline for hyperesthesia.
0149 : Someone suggested I write a book. Look, everyone thinks books are important. As soon as social media was usable, I haven't felt a need to publish books urgently. I talk to people every day.Stuff I've written has been in public for years. Intelligent people find things to read, they don't wait for them to become popular. Books are an extra expense, so it'll have to wait till someone pays me up front, or I get bored.
0202 : down
0820 : up 63% ot
0904 : Good morning. Back to study a world of fools. Some discipline is required. It is always easier to ignore it.
1055 : Local politics. Tis the season to study Arab politics, also.
1142 : Throwback 2009. Was introducing myself on Subtle Asian Dating, and mentioned that the pic I posted was at TRX, which is how Jho Low got famous. lol
Sat 26Oct2024, Sabbatical2 @1.584years ( year2; month20; week83; day578 )
0130 : down,
1030 : up
1451 : Past week on low-fat felt a bit sluggish. Suspect hormonal supply interrupted. Resumption of seed diet today.
1916 : Saturday : laundry, dietary adjustment, engagement with market data. Already it is dark. I waste too much time.
2013 : Severely distracted by fools of many kinds. Need to reel in my attention.
2026 : Today's reflection is on thermoregulation. Lately I have kept the room warmer, and it may be too comfortable, so my brain has decided to slow down learning. Perhaps it is time to drop the temperature.
2029 : Another appropriate study for today : fear. After a week of speaking loudly and carefully about all sorts of fools and how to avoid them, I am still too concerned about them in my own memory. A flush is required for new work to begin.
2103 : Gotta implement more frequent thermoregulation. Also it is late, as my sleeping hours are ideally 2000h-0600h. However I am still up, so this is poor form.
2155 : Philanthropy's a bitch. But everything is a gamble.
Sun 27Oct2024, Sabbatical2 @1.586years ( year2; month20; week83; day579 )
0001 : down
0945 : up
1014 : Enforced waking, washing, eating, and study.
1038 : Enforced waking, washing, eating, and study. Mediocre week means Sunday is for catching up on work. Or Sunday begins the new week - I guess it depends on perspective.
1209 : Generally as I go about the cultures of people, I experience a transition from ""very cute, very interesting"", to ""I'm getting tired of this, they are all still human, and I haven't met very many smart humans at all in my life."" I suppose the exercise of anthropology and philanthropy as a matter of socialisation, business development, and overall risk management ... should be approached with a mind for resource management to avoid burnout.
1241 : Dose of rice. Sasanian Empire : Very irrelevant study
1324 : Catching up on classical history - as part of my study of the Malaysian environment. Stuff I haven't made time for, ever, despite opportunities to do so during school, college, and thereafter.
1424 : Muhammad : Sugar mommy. Luxury asceticism. Violent hallucinations. Fascinating origins!
1543 : Second day back on moderate fat diet after a week of low-fat,high-carb. Cognitive latency in the first half of the day is down, which is good.
Model ...
: Physical conditioning, both nutrition and exercise, may now be calibrated daily to maximise APD / actions per day.
: Economic studies may now be calibrated daily based on visual exposure to market data on common assets via prepared monitor layouts.
: Electronics studies are still stagnant.
: Geography, history, climatology ... still taking up a chunk of memory in the mid-term.
2308 : Mixing up 180bpm running and very light deadlifts. Anterior knees complained a bit. Hopefully fixed up soon.
2315 : Went to grab a coffee with dad. Ended up intruding on a meeting of the council of elders (his siblings and spouses). Declined to attend dinner, stating that it would be too long-winded. Did groceries, and spent the evening continuing to decompress from a week of aggressive policy bashing.
Mon 28Oct2024, Sabbatical2 @1.589years ( year2; month20; week83; day580 )
0025 : Enforced sleep. Reminding myself to focus on the metric : actions per day.
1017 : up, 95% ot
1038 : Slept late, but woke on target duration. Gonna try and make the most of it.
1117 : US elections in a week. Time flies!
1151 : I feel that the difference between merely living in Malaysia, and trying to fix it is : an expensive context switch between living under established defenses developed against a hostile environment, to actively examining the blueprint of sh-t that explains that the environment is hostile by accident, as a result of too many layers of dumbf-ckery over generations.
1424 : Charming observation that most automotive fuels including rocket fuels are basically renewable, but expensively so.
2016 : Some incredibly irritating Malaysians are angsty about the minimum wage rising on average 5.5% yearly, to about $4,700/year now.
Businesses that can't afford monthly workers will reduce to daily/hourly pay.
I fully support the government in pushing up the minimum wage over time. Businesses that cannot handle it, deserve to go bust. The businesses that survive will be better. If the private sector won't improve itself, the government goes in with a flamethrower to burn all the chaff. See what the ecosystem does.
Tue 29Oct2024, Sabbatical2 @1.592years ( year2; month20; week83; day581 )
0035 : down. late, again
0455 : up without an alarm. about 43% on target Studying the aesthetics of it.
Conscious memory is activated with a feed. Relative to the unconscious state, it is esthesia, hyperesthesia. But the motivation to get up is hyperalgesia, and a stiffness of musculoskeletal structures which is alleviated by movement.
This is very interesting: it appears that to some degree, in a healthy person, stiffness is part of the mechanism which stimulates movement.
Maybe it is just a cycle.Of course, it also requires the availability of energy in muscles, and responsiveness of muscles to nerves, and the MNS working as expected.
0544 : the first sound of tires passing on the freeway
1030 : up, about on target
1750 : late again. Time for remedial exertions.
1837 : I should not allow my fatigue with society to emburden the individuals whom I meet. However, one works quickly to sieve through as many candidates as possible, in as little time as is necessary. Any offense is regrettable.
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Wed 30Oct2024, Sabbatical2 @1.595years ( year2; month20; week83; day582 )
0126 : Appreciating the privilege of having so much time that I can relive entire strategies. In my late teens and early twenties I had excluded from my circle of interest : people who party, people who dwell on commerce, and people with limited taste.
In my late thirties and early forties, while I think no greater of any of those people, I have had the time to engage with these lower priorities, and to live out various what-ifs, for no other reason than excess wealth of time, with nowhere else to spend it.
0252 : I've been wondering how much more I need to irritate myself with engagement of plebs before I start avoiding them again. Oh well, harder and faster does it.
0300 : down, late again. maybe i should give up business hours. more than a coupla hours spent wakefully resting, before this
0908 : 60%ot
Thu 31Oct2024, Sabbatical2 @1.597years ( year2; month20; week84; day583 )
0241 : late to bed as usual. day of chores, past
1120 : up, 75% ot
Fri 1Nov2024, Sabbatical2 @1.600years ( year2; month20; week84; day584 )
0146 : busy birthday. off to bed 16:Notation for Information Processes :
INTJ : Ni Te Fi Se : NFi TSe : preoccupied with ... for example, ""beauty"" and ""power"" being associated with simple concrete forms, ""fear"" and ""loathing"" being associated with simple concrete defense mechanisms.
INTP : Ti Ne Si Fe : TSi NFe : preoccupied with ... for example, ""frameworks"" and ""protocols"" being associated with the qualia of mental life, ""curiousity"" and ""boredom"" being associated with the universe in general.
A brief, and incomplete note, which was nonetheless interesting to articulate. More on this in the future, perhaps. Mainly the groupings of internalised-judging-perceiving pair, and externalised-judging-perceiving pair were new to me.
1033 : up 86% ot
1118 : Exceeded fourth decade with on year margin of error to boast. The privilege of being an elder in society is, having seen the same people from the crib through to social counsel, in their adult roles.
1249 : Wow, ETHBTC looks like it's on-track to slip another 15% before rallying. Fatboys doing the work.
1537 : Done with post-birthday distraction portfolio monitoring. Back to reading!
1921 : ""balanced flow"" in meteorology is incredibly complicated -_-
2207 : It is a strange phase of life, to have so much time, and so little that is found to be inspiring. The little that is, is stretched across what limited energy is available each day for appreciation. Much of each day is left as a void, as if it is better to think of nothing, than to think of stupid things.
Sat 2Nov2024, Sabbatical2 @1.603years ( year2; month20; week84; day585 )
0044 : down. feckless day. did some calisthenics on the roof
1001 : up, 90% ot
1422 : FWIW : this US election season, I'm seeing a long less blue FUD about Trump winning, than I did before the first time he ran. So you all got used to the idea?
1502 : A highly-conscious sleep, and a moderately stimulating first half of the day. Perhaps attributed to double-dosing of methylcobalamin and the multivit ( B complex ) over the last 24 hours.
1729 : Tired. Enforced feeding.
1812 : A tedious year, overexposed to the sort of plebs who design their lives around families. Perhaps a break from these at some point.
1913 : Chugged 1.9g of KCl. and fixed some socks
1933 : Back to the roof! Found something else I suck at : pull-ups.
Never a shortage of things one sucks at. Only a matter of opportunity cost in deciding what to fix first.
Well now I'll be stuck fixing pull-ups for a bit.
2013 : Gotta pull out that old mnemonic trick from college : read shit aloud. Makes a difference only because it stimulates a brain that hasn't spoken aloud often enough over a few days, or at all.
2214 : Elections around the corner. Time to plan for 35% downside tail events.
Sun 3Nov2024, Sabbatical2 @1.605years ( year2; month20; week84; day586 )
0047 : Most things on Earth are boring. Of the few interesting things, some are annoying, and some are terrifying. Happiness lies in maintaining access to everything else, via methods which do not depend on other people whatsoever.
0056 : fatigued. to bed
1100 : up, on target
1152 : Good morning world. Face wash. Pants. Coffee. Climate control. Accounts.
1246 : 0.1% feels like the perfect unit for orders, in an actively managed portfolio. Assets are infinite, and I can brain about 20 at once for diversification, but then I need enough agility within each asset to incrementally divest/invest against market noise. More than a thousand moving parts ... haven't really gone there yet. Would need more labour than I currently have available. LOL
Sometimes when I'm working on this stuff for the first time, I think of classmates from 20 years ago who went straight into IB after college. I wonder how they are doing. I guess I am just going to take my time to catch up.
1522 : Oh, the architectural style of the SPE is ""deconstructivist"". I thought it was just lazy. I guess the same could be said of the cafe I built. :P
1542 : rice-cooker pasta-water ratio test ... 1 : 4
1857 : Time to hang. First half of the day, overly sedentary as usual.
Mon 4Nov2024, Sabbatical2 @1.608years ( year2; month20; week84; day587 )
0005 : Technical Analysis should really be called Tangential Analysis.
0110 : late to bed again
0408 : Enlightening first half of day. Feeding. Resting. Time to update accounts, then enforce physical conditioning.
0950 : up
1622 : Reasonable heuristic for daily improvement is 0.2%-0.3% per day ... accruing to 100-200% per year.
1641 : Day 587. Daily the risk of catastrophic failure rises slightly. Daily the opportunity to conclude rises slightly also.
2044 : In the optimistic scenario : there will be no foul-play found in the due diligence performed by big-K and PNB, justifying their professional decisions to invest in FV. But all the ruckus about this is good for society. Keep the lights on. It's just broken window theory.
2306 : Decent back work out today, after run and food. Increased potassium and protein dosage, from baseline. Probably should bump up B complex also. Got to moderate with the effects of accelerated aging though.
Tue 5Nov2024, Sabbatical2 @1.611years ( year2; month20; week84; day588 )
0118 : down
1043 : up
1056 : Probably time to demote the squeaky bed setup, even though the view is good. Sigh. More work, more capex.
1148 : Alright : one of my least favourite options is coming to fruition. My bed will be in my kitchen. My bedroom will become the workshop.
1446 : To enrich oneself at the expense of other people. To feed them poisonous food which delights their senses. To tell them lies which limits what their children will be, while charming their anxieties today. To classify them as adjuncts to the core of civilisational progress. These are some of our leaders today, as in every age, and society.
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Wed 6Nov2024, Sabbatical2 @1.614years ( year2; month20; week84; day589 )
0203 : Day 589. Reiterate.
1000 : up
1919 : Hectic day. Enforced run.
2122 : If the GOP wins the House, it will be chaos. They won't, right?
Right? :D
Thu 7Nov2024, Sabbatical2 @1.616years ( year2; month20; week85; day590 )
0055 : This week, American voted against Exceptionalism. Ordinary people want ordinary things.
0141 : Nice. I actually managed to buy something in this stupid market. Sold anything that went up 15-30% because I didn't have a lot of it, due to absent foresight.
0414 : Exciting evening on social media. Still awake. So, enforced eating.
0500 : down again
1127 : up
1619 : Caught up a bit on work, amid the noisy market. Break time.
1643 : new formalism : Ah, found a name for all those rectilinear condos with rooftop architraves
1826 : It's time. I've postponed this for 30 years. Haha. architecture software
2240 : Day 590. My life is such a mess. But only because I'm maximising above the benchmarks. Lol
Fri 8Nov2024, Sabbatical2 @1.619years ( year2; month20; week85; day591 )
0210 : down
1032 : up
1720 : mostly sedentary day. late start to exercise. a bunch of local government drama today - water is out for many people.
2332 : Pain is a great motivator. Humans glorify it. That is why we are ""proud"" of our ""passions"". More or less, is up to you. Some of us idealise a future with more passions for everyone. Some of us idealise the opposite. The nature of mutation is to generate opposing motivations. And the nature of time is only show up what passes from past to future. May the odds be ever in your favour.
Sat 9Nov2024, Sabbatical2 @1.622years ( year2; month20; week85; day592 )
0328 : down
1128 : up
1140 : Awake. 80% on target. Pull-ups have been an enjoyable exercise. Next for squats. But, first a load of chores and deskwork.
1419 : Cleaned up a mistake I made yesterday. Daily mistakes, daily clean-ups.
1504 : Giving up on finding a canonical name for cheap apartment blocks' architectural style - going to just call it ""pastel brutalism"" since the geometry is brutalist, but the facades are not.
1548 : Back to control surfaces, for fund accounting, and performance management.
1641 : Still bothered by the broad emphasis on neurodivergence when most human differences are cultural.
1730 : Stressy week, but at least the market is up.
2042 : Napped. Enforced eating. Then back to the desk.
2048 : TOTD : crypto crashes spike the supply of STY treasuries, driving yields up, thereby sucking in more money from all other asset classes.
Sun 10Nov2024, Sabbatical2 @1.625years ( year2; month20; week85; day593 )
0150 : The one ... maybe the only ... good thing I learnt from studying the management consulting industry in
0323 : late to bed again
1117 : up
1310 : Recently came to my attention that Anwar Ibrahim is a huge fan of logogenesis. You can about the neologisms that pop up in political discourse every few years. Malaysia is a young country, and Bahasa Malaysia remains a young language with many pidgins.
1455 : Market pressure to sell, increases by the day.
1458 : Got to that point in life where I'm using cell borders to draw wormy lines between different parts of a spreadsheet.
1608 : MgCl2 is moving the needle today.
1614 : Interesting freestyle training set.
25m sprint
25m distance
25m distance
25m chill
2006 : work for boards, or on boards. Everyone else is just there to waste your time.
Mon 11Nov2024, Sabbatical2 @1.627years ( year2; month20; week85; day594 )
0143 : good exercise. 19 investibles, two asset classes, five sectors, simultaneous long- and short-term holding periods, 5ish staggered limit orders per investible, and 1-week swings of 20% being common. very interesting. good for training intuition. and maybe i will get to automation in the near future, or i will not.
0220 : I have a friend who enjoys asking me to explain myself over and over again, about things I have decided upon in the past. Sometimes I have the energy to respond, and sometimes I don't. Generally, I do make a minimal effort to explain to people that the secret to happiness is casually disregarding what other people think about what you do, unless it infringes upon something of value. ""All things are interesting"" - policy is the job of sorting and destroying the lower priority items - it's just fascism.
0249 : Sell.
Portfolio's up about 30% in a week. Cash position is about 16%. I need to be at 35% by now.
0317 : ""your body my choice"" : Just point out it's not their choice. Rebut and move on. Another one of millions of idjits making claims they can't justify or won't defend under duress. Haha. Just shoot the offenders.
0413 : I became the person I am today, roughly between the ages of 14 and 21. At 14 I had already found social leadership to be predictable, and by 21 I had found that society does not train its elites to actually understand much beyond industry and sundry, whereas I had exceeded such limited studies.
That, however, sent me down two decades of having to explain to people why I disdain them ... or without explanations, simply adjusting my minute to minute conformance with whatever level of politeness has been acceptable for the manipulation of others.
It is tiring, but that is civil society. On we go.
0430 : down
1109 : up
1155 : re:myth of ""marketshare is not a moat"", Inertia is a moat. Dense and small things, and less dense but massive things, are harder to attack unless you have a small and very dense startup.
1208 : 12H progress : 21% cash. Another 12% to go ... will study this shortly.
1514 : Someone needs to draught a Corbusian kampung house with a roof garden.
1538 : Strange time for exercise, but it fits.
1655 : Active management of intracellular volume via K+ and Mg2+ dosing. Ascended to yet another level of nutjobbery
Tue 12Nov2024, Sabbatical2 @1.630years ( year2; month20; week85; day595 )
0109 : ""Inflation"" refers to ""marginal nominal price increases"" ; low-income voters aren't concerned about ""marginal nominal"" price increases, rather, they're concerned that ""1-2y real"" price increases should be ""zero-ed to match 1-2y real"" wage growth. ""Dems brought inflation down to 2%,"" is the wrong messaging.
0207 : down
1130 : up
1503 : Fundamental studies on pause. Time to look at asset allocation for a bit.
1847 : Phooey. Asset allocation errors due to incompletely updated spreadsheet .
2037 : Lukewarm. Neither disgusting nor interesting. A good time to rest.
2118 : Very sedentary of late. Need to commit more time to hanging from the bar.
2143 : I have this problem throughout my life. I am happy. I aim low. I overachieve. I get confused.
2252 : Whoops. Broke the TV. That's a hundred days of food, haha. Guess I'm not so smart today. Switching to spare monitor meanwhile.
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Wed 13Nov2024, Sabbatical2 @1.633years ( year2; month20; week85; day596 )
0025 : I should practice capex austerity until i generate more cashflow.
0208 : I suppose I should stop doing therapy for free when I'm not on-track to make a buck from it.
0224 : Review of last 36 hours. Felt ok going through it. Usual political inconveniences. But objectively performance was shit. So, I will make a point to reduce political annoyances.
0246 : Perhaps time to actively shift the path of my society, from daily dances with dunces. Not that I have a specific plan. But it is an interesting policy consideration.
1130 : up
1240 : Foresight was spotty yesterday, due to a rather dense field of live sensory data, from hypertrophic hyperalgesia. Gotta figure out how to better manage this risk.
1917 : Super messy week, against the baseline of an extremely well-ordered routine. Against the baseline of a hectic small business, this would be an ordinary time, I suppose. nap time then study time
2046 : Getting ready for everyone else to sell the news - expecting XBT to devalue, and everything else to devalue even faster. LOL. And I'll change my mind in an instant.
Thu 14Nov2024, Sabbatical2 @1.636years ( year2; month20; week86; day597 )
0022 : I've been working alone for the past 590 days. My social including commercial networks are nearly 100% online. i wouldn't call myself a professional in the chartered sense, though I have bodies of work done for hire over the past two decades. i only profess to be a student. At the age of 41, I worry that I will not be able to keep up with the communications ecosystem around me. But I think I am doing OK for now. Always shifting sands.
0034 : it is said that FedFund Futures are poor predictors of the FedFund rate. No, that doesn't sound right. What seems to be the case is that we're interpreting FFF prices wrong. Something else is priced in, which isn't on the label (yet).
0109 : I'm in this FB group Guess My Ethnicity. It's a tremendous aid to studying geography. ""From Moscow to Bishkek"", is my new favourite quip. (Kurylenko fanboy here.) Almaty is really pretty. Pity about the corruption index score.
0130 : down
0650 : Awake with the local economy today. Tires on the freeway, mosques, and sunlight, are the sigils. Also the plodding steps and draggy chairs of an upstairs neighbour.
0710 : Sometimes I get annoyed by the glorification of mediocre fucks, in a mediocre economy. Then I remind myself to keep a more consistent distance from common sensitivities.
0714 : Enforced feeding. desk work
0732 : A cute phenomenon that happens from time to time.
1. I meet someone in a humble setting, early in their career.
2. I meet them again shortly after, and they have forgotten that we met.
3. I meet them again many years later, and they remember the first event.
Perhaps people are just living in the hectic moments.
0839 : Unpopular opinion : GRAB is overdue for a major rebranding. The era of trying to look cute is over. Needs to position itself somewhere between V and AAPL.
If I see another glory, glory, Anthony post on socmed, I'm going to puke.
0900 : Oh, Ilham Tower (2015) is a rip-off IM Pei's BOC Tower (1990). LOL
0914 : Back to fundamental studies.
1414 : i tried ""italian"" treatment from pasta .... upon rice instead ... it seems to work ok
- raw garlic
- EV olive oil
- dash of italian herbs
2009 : Check positions. Get groceries. Try to feel better, in a painfully boring world.
2024 : There's probably a very simple calculation that tells me how fxA's and fxB's share of the fxAssetClass changes in relation to the fxAfxB pair.
But first I need to get to the runcit for veggies.
2142 : Maybe it's time to follow in the old man's footsteps and subscribe to the Economist. Or just jip his password.
2337 : Today's exercises were mostly arithmetic in nature. Some social drama. I am less sick, after a half week, and hope to resume harder physical conditioning tomorrow. At least I didn't break anything like a TV today :P
Fri 15Nov2024, Sabbatical2 @1.638years ( year2; month20; week86; day598 )
0050 : End of day. Final rations down. Time to shower. Then some time to reflect on ops.
0113 : A high privilege. The luxury of a room to study in. The darkness dimly lit by what makes its way through cheesecloth curtains on the balcony. Tires sound on the street. Up and down. I think about my hopes in life. One of them is, that I will encounter admirable people. However mostly I do not meet them. So I work on myself. Good evening, to all.
0152 : More effort should be put into getting rid of anxious people in my life.
0230 : The biggest gambles are taken with time. A decade is kinda a long time. Wonder what will become of it.
0939 : up
1043 : Awoke. Locking in.
1216 : My understanding of the asset class has improved slightly over the year. I am going to the kitchen to prep food now. Probably a jar of protein powder needs to be mixed.
1526 : After 1.5 weeks of portfolio drama and physical illness, time to go back to abstract studies.
1756 : enforced feeding. back to desk
1852 : Might be an interesting business to get into for the coming decade ... hospice and old folks home ... I'll start looking at the regulatory limitations.
It's basically built-environment ... get to run a mini-town.
If the price is low enough there's got to be a 100k tenants over 10 years, maybe even government subsidies. Super curious now.
Based on very quick Googling, there exist charity home which take in abandoned old people, until their funerals. This totally answers a personal question for me ... what happens when I run out of money, and brains. Haha. I'll just look for a charity.
1930 : Trying to figure out how to understand the overall structure of global sovereign debt
1934 : Ah, shit, I might have previously overlooked the role of Mg and Fe in nerve function.
Sat 16Nov2024, Sabbatical2 @1.641years ( year2; month20; week86; day599 )
0207 : down
1013 : up
1054 : Awake. Clean up. Feed. Work.
1143 : Going to try the overnutrition-on-waking pattern. Aka breakfast leading the way
1554 : Let's look at volatility metrics.
1802 : Enforced exercise.
2200 : Time to enforce feeding.
Sun 17Nov2024, Sabbatical2 @1.644years ( year2; month20; week86; day600 )
0106 : Tomorrow, a dive into volatility farming.
0319 : down
0954 : Late coffee. Early call with a new friend. Fund accounting!
Mon 18Nov2024, Sabbatical2 @1.647years ( year2; month20; week86; day601 )
0930 : awoke. wash, eat, desk.
1459 : The amortised hourly minimum wage right now is about MYR 2.083. So $2.24/hour is a run-rate of almost 5x MW.
1626 : The inability to learn things is a sign of fatigue. So it is time to rest. I find it timely to work on my dating profile, as the existing texts have not been completely rewritten in years.
Draft :
I am happy living alone, and have been happy to die alone also. For diversity, but on a lower priority than the items above, I don't mind having social partners, who have also achieved a similar level of self-satisfaction. If you are a self-satisfied woman, who is looking for conversational and physical intimacy, then let's get coffee to check each other out.
I am open to a monogamous relationship, if it proves to be sufficiently rewarding. But until proven, I would regard that as an overcommitment ... so you should be comfortable with the notion that while we are seeing each other, I will be seeing other people also.
Currently I am planning to study physical conditioning, macroeconomics, and electronics, until 2032. I am also interested in : law and business, fashion, art and architectural history, geography and cultural anthropology, international politics, home economics, construction, fabrication, math, science, engineering, and frugal living.
1953 : Very boring day. Maybe I took too much capital off the market. I shall think about it while I hang on the bars.
2046 : When people around me complain, then I wonder if I am insufficiently charitable by classifying as uneducated plebs those who do not practice emotional regulation. It is probably more charitable to say, we have cultural differences. Maybe it will irritate them less.
Tue 19Nov2024, Sabbatical2 @1.649years ( year2; month20; week86; day602 )
0003 : GS spins off its crypto unit;TSLA+8%, IXIC, GLTR, TOTAL : risk assets are up, today
0045 : ice coffee as a cola replacement, is doing well
1139 : Blackout scheduled. So, I will visit the national library nearby. Lived here but haven't been there in my 41 years, I think.
1717 : Not happy with my asset allocation today. Going to give it more thought. first visit to the national library also. Not happy, not happy, not happy. Not a lot of time to think about it, as I did two meetups and one exploratory trip outside today.
"
"
Wed 20Nov2024, Sabbatical2 @1.652years ( year2; month20; week86; day603 )
0028 : Ah, fund accounting error. DLLM
0101 : Dealing with pricing uncertainty : when assets are underweight for too long, and market prices haven't moved, I'm now trying to gain weight at the rate of ... 3-5 fund-bips/day until minimum weight is attained ... typically about 70-80 fund-bips.
0419 : refed.down
1014 : up
1748 : Happier with my asset allocation today.
1837 : Artificial wombs are the end-game for feminism.
2039 : Did I derisk enough? Not a clue. But I feel better.
2351 : watching BTC try to reach 95.2k to break out of a log-scale resistance trend formed in 2021. cute
Thu 21Nov2024, Sabbatical2 @1.655years ( year2; month20; week87; day604 )
0055 : coffee with the evening meal has been a welcome return. but it only works efficiently with a sufficiently tired body, so, exercise must interpolate. pullups and squats are fine these days.
1120 : up
1300 : I'm definitely too shy to be a professional trader. Minimum effort management of a small asset base, will have to do for now. And I still get anxious at only 43% uninvested and 2-3% daily swings in the invested portion.
1324 : My appreciation of the stoic mindset : society is generally full of fluff, but that generates 60% of GDP at a minimum.
It is a rare accident that some economic pressure drives people to care about innovation.
Most people are stuck worrying about emotional happiness, family, friends, and things that will never matter beyond their own private lives.
1627 : Lazy asset allocation : consideration : with 18 assets in the universe, I could reduce my cost averaging unit size. At a unit size of 4 fund-bips/0.04% that's potentially 25 allocations/1%, which might even trigger on a busy day. However, given that most days aren't that busy, I should probably expect an average of like ... 3-8 allocations i.e. 0.12%-0.32%/day, which is considerably slower. Ok. No change to LAA units size. Haha
1810 : Part of the pressure for Tun M to keep writing in defense of his past, is because the further along history progresses, the greater the share-of-voice that is occupied by those who have had net-negative views of his life's work. Oh well. Such is a man.
2156 : Some reflection is due after a hectic sitting. Map and reduce. Most study is worthless if there is no reduction.
Fri 22Nov2024, Sabbatical2 @1.658years ( year2; month20; week87; day605 )
0940 : Sleeping more flexible hours these days, since exercise on the monkey-bars does not seem contrained by office hours.
1142 : The main bottleneck for decades has been the quantification of human experience. The computation is easy, it is the qualification of datatypes which has caused so much stumbling over the last century.
I worked on this in college and was very happy to figure it out for myself back then.
1201 : Today, epoch daily return is at 0.0338%. Next level 0.040%.
1555 : Aphorism on risk management : Life is a constant cycle of creating unnecessary risks to alleviate boredom, and a deleting necessary risks to dodge stupidity.
1807 : IDK. At this point the numbers feel like :
... long SOLBTC as a leveraged proxy for BTCUSD
... long AltsETH as a leveraged proxy for ETHUSD
1831 : break time
2232 : go to market
2345 : New positions. Half in, half out.
2352 : A hallmark of cheap design : destructuring the Corbusian horizontal window into a row of vertical casements. Nice try, developers.
Sat 23Nov2024, Sabbatical2 @1.660years ( year2; month20; week87; day606 )
1020 : Time to add all architecturally interesting buildings to my Google Maps. Maybe some warzones too.
1301 : dailies : fund ... 0.0439% ; next ... 0.050%
1442 : This is a very sensitive time. But it seems the 1D RSI should wobble back into normality within a few days, then it will be business as usual. RSI at 1M, 1W, 4H, 1H, etc. seems fairly normal.
1926 : Up a trillion, down a trillion, what's it to the rich. I get the sense that fatigue is sweeping the scene. Could be a whole week of quiet tension until options expiry.
Sun 24Nov2024, Sabbatical2 @1.663years ( year2; month20; week87; day607 )
0200 : The best way to help people : in such a way that they do not realise they are being helped at all.
0205 : MSTR : the equity vehicle has been a hack around asset class mandates. As the asset class gets upgraded by investors over time, the need for the vehicle disappears. The premium on the equity vehicle over the underlying asset, is just the implied time-value-til-mass-adoption of the underlying asset.
1208 : Meditations on defense.
1628 : Curious. A scattered mind still makes time for social life, personal intimacy, community service, local governance, national politics. However, it is not clear if one is able to learn effectively at work. Thoughts must return to work.
1820 : Periodic meditation on who, what, and how to derisk.
1922 : today, in dances with plebs, doji candles
1944 : Fortnightly sale of stocks for food :P
2040 : mari mari mari .. \____>>>> 92k? 95k? shred some alts ...
Mon 25Nov2024, Sabbatical2 @1.666years ( year2; month20; week87; day608 )
0203 : risk management :
... 28% S-caps : mean draw-down 30%
... 41% M/L-caps : mean draw-down 20%
... 31% cash
... ... implying a 16.6% draw-down on a portfolio that's nominally 27.6% positive, in the next one week ... I think it's a go
0251 : down
1027 : up
1046 : YIL : Merdeka 118 is a vulva.
1052 : Awake, and reviewing defensive positions. Tis the season for rampage. I was going to use a more vulgar r-word, but that will remain in private conversations for now.
1501 : Music. Music is stupid, and most people are stupid, so we must study music. If you want to have a smart lens on music, you have to regard it as what is called 'hunting oscillations' in STEM. ( technical analysis )
1942 : Dailies ...
0.0519% < fund
0.060% < next level
Tue 26Nov2024, Sabbatical2 @1.668years ( year2; month21; week87; day609 )
0239 : down
1030 : Apa2 dalam hidup, mesti tido selesa. Apa itu berbeza ikut individu ðŸ˜. Hodl itu senang : kesakitan jiwa banyak datang dari ketidakpastian. Klo dah pasti nak hold, dunia naik turun takde kesannya 😴💀 Amaran hati diberi atas pembelian dengan sebarang harapan.
- cultural anthropology today
1037 : Poor advice : ""Focus on raising gross income, not on reducing gross expenses.""
Better advice : ""Focus on treasury strategy, not on unifocal adjustments to the top- or bottom- line.""
1407 : A lull in the market. Perhaps time to catch up on reading. First, an examination of sensory processes.
1549 : Run time.
2048 : Practice makes perfect. Perfection is not a specific form, but the limit of a form as it approaches its destiny.
Something I thought about while engaged in sundry commerce today.
2101 : Down 6.2% in 1.06 days, but somehow still beating the benchmark by 0.8% over the same period. Cute.
2209 : I was talking to an old friend about a project they are working on. First, I am loose with my notions of friendship and aware that I am not qualified as a friend to most people. Since we are friends on Facebook, I shall just go with the term.
It is curious to me how people can identify with the people around them very often. Most of my life has been spent condescending in order to survive in the economy of plebs. Some projects are rife with divided stakeholder interests. A thing may not be what it seems, to each person who observes it. Metaphor of the elephant and blind men.
Nevertheless, it remains possible to help people with their goals, one at a time. That is simple enough.
2325 : Time for some extra dueD. The floor is getting very noisy again. It doesn't matter what I believe, as long as dueD is done.
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Wed 27Nov2024, Sabbatical2 @1.671years ( year2; month21; week87; day610 )
0156 : I look forward to a society that has outgrown the need for souls
0205 : down
1153 : Leverage. The main way to sleep well is to be fatigued from hyperstimulus all day. The natural way to do this is to have a lot of physical movement. An unnatural way is to take a lot of stimulants. I try to get by with coffee, food supplements, and a bit of physical exercise. I feel that is still too leveraged.
1230 : Good morning, fund managers. Time for forensics. Yawn.
1251 : One of my current studies. It is my understanding that to make a political impact in Malaysia, you have to speak Malay - I have always thought very lowly of political activitists who mainly publish in English ( and I have told them as such over the decades ). Istilah Wang DBP
2050 : Did more research on the Malaysian Philosophy Society. Interesting developments, and good to see people get this off the ground.
2100 : 51% cash. Defense, defense, defense. While searching for opportunities to attack.
2303 : Three+ weeks into the season. Time for a break. I do need to moderate social spending though - been doing a ton of that. Probably just gotta spend more time now on physical conditioning.
Thu 28Nov2024, Sabbatical2 @1.674years ( year2; month21; week88; day611 )
0044 : Day 611. I had a strange thought, while dining with a friend, by the street. I now spend most of my hours in my flat, studying financial markets, living on military-esque rations. Sometimes I don't even remember that I live in a third-world country ... until I drive out, or have to do local commerce.
0327 : Day 611. Fund run rate 0.0478% ( regression). Next target still 0.060%. And now 52% cash ... I feel underexposed.
0524 : Retreated to 70% cash after a sector-specific rally.
0631 : down
1610 : Is it time to buy yet? Hm. I thought the market hadn't moved much since my retreat 10 hours ago. Now I see a bit of red. I am looking for more support to break down. Then I will look into this in more detail.
1612 : Two coffees, one without milk, today at an established chain : cost 4.3 hours minimum wage. Cost of parking, 0.9 MW-hours. Nevermind the cost of transportation.
Well done, Malaysia.
1743 : I find that society generally isn't interested in discussing why staying alive is a matter of idolatry.
1809 : I should schedule eating diverse ex-ration foods, once or twice a week. Otherwise my microbiome just completely forgets how to process random food.
2043 : Physiology is improving. My intelligence about nutrition, kinesthesia, and cognitive output is improving. But the droll conclusion is, maximum output depends on supernormal inputs. Maybe I shall have to embrace this.
2048 : Time to practice mental math. Very primitive stuff. Very useful.
2119 : Life among the lovers of soul and unquantified living, is a treacherous business. I still don't know what to do with humanists.
2316 : Orang Malaysia suka sangat buat perbandingan dengan negara lain. Ciri ini dia tak baik, cara kita yang bes. OK, you ada hak nak memperjuangkan maruah anda sampai ke akhirat, ok, tak apa. Tapi kalau bila kena kutuk, you pula nak kata setiap negara ada masalah, jangan lah kutuk pebende kita yang sedia ada. Hoi. Saya tak kutuk negara lain - satu saja negara yang saya berhak untuk kutuk. Hal negara lain tiada kaitan dengan hal negara kita yang secara cirinya sendiri adalah teruk.
Fri 29Nov2024, Sabbatical2 @1.677years ( year2; month21; week88; day612 )
0035 : down. Markets almost stagnant all day. Risk on. Orders placed. Tido.
0700 : BTC.D on-track to drop another 0.28% till inversion ... or, will be be surprised?
1440 : As a child I studied music, literature, art, and architecture because they were intrinsically interesting. As a business class adult, I study them only because they attract the attention of the rich and powerful. If I escape the realm of the business class, someday, perhaps I will actually revert to a childish appreciation of the same.
1443 : The ETHUSD and ecosystem prices ... paint like a setup for a murder movie lol
2028 : Unpopular opinion : They should just outlaw all these self-mutilation posts, where someone eats a stupid quantity of food. Nevermind even the lower food qualities ...
2144 : fibonacci retracements - more artsy mumbo jumbo
2210 : Kripto terutamanya senjata 'kelemahan saling terjamin' dalam perang kewangan sedunia.
2211 : Third visit to the roof today.
Sat 30Nov2024, Sabbatical2 @1.679years ( year2; month21; week88; day613 )
0006 : Repost in English : Cryptocurrencies are currently weapons of mass enfeeblement, implicitly allowed by states, in a passive strategy of mutually assured enfeeblement. There WILL be a time in the future when international treaties are signed regarding the use of cryptocurrencies, but I think it has not yet happened in a very structured way yet.
0145 : down
0957 : up
1026 : Suddenly everyone is very risk-on, as institutions are dropping loads of bait news. So, I suppose I have to weigh-up, but very very carefully.
1543 : Endless posturing. Nature of the free market.
1600 : My English reading speed was about 4 - 60 seconds per page when I graduated, depending on the substance.
My BM reading speed is more pedestrian. I need to increase my BM reading speed, as long as I am living in Malaysia, I suppose.
1740 : nap and back to desk
1946 : Day 613 risk review.
- Diet may or may not be optimal. Ditto exercise quantity. Sleep quantity definitely underachieved.
- Studies may or may not be efficient. Learning bits, but not yet moving the needle by multiples.
- Market risk in a very volatile asset class. Wary of ambush, even though the asset class is moderately institutionalised already.
- Social risk in a very conservative, primitive economy. Many counterparties whose expectations for others may or may not be explosive triggers.
- Government risk. Never to be ignored, as all states surveil with different degrees of reactivity.
On we go, this little life.
2057 : I never thought I'd have to look at a 3M chart - but I guess some phenomena are meaningful at this level.
2149 : BTC.D is dropping with TOTAL still rising, so it's basically already 'alt season'.
Maybe just a preview as we expect BTC.D to pop soon ( sustainability uncertain ).
2309 : Period : benchmark up 28%, alpha 22%, star of the universe 500%, cash largely pulled back. Probably too conservative.
2346 : I wish I knew more admirable people. But in the end, I can only build what I think is missing.
Sun 1Dec2024, Sabbatical2 @1.682years ( year2; month21; week88; day614 )
0051 : I used to like music theory. i should learn to like studying harmonic pricing patterns
0252 : down
1100 : Awake. And off to derive value from a boring world, and country. Let's take a stab at it ...
1220 : Last month was quite messy. What I learnt from the experience is, I should be equally weighted among all assets in any sector, because the the sector will move together, but the small caps will return more than the large caps.
1428 : Financially unproductive week. Socially rather busy. I should pay attention to moderation in correction, so that I do not overcompensate in the week to come.
2112 : BOM, post holidays, EOYM, in between regime changes of marketshare. Cancelling all buy orders, and waiting to see what happens.
Mon 2Dec2024, Sabbatical2 @1.685years ( year2; month21; week88; day615 )
0107 : down
1038 : up
1254 : XRP holders celebrating their 3-year exits at cost : congrats on being triannual liquidity provision for the whales.
1329 : Today is to brain hypertime.
1516 : On a hunt for 1%, very very carefully, as the floor could drop 3% at any time.
1807 : Asset allocation just prior to last regime change was 50% cash. Benchmark has now stalled under a ceiling, and asset allocation is 32% cash. Eking out return seems harder, but it could be a fallacy of context. I feel overexposed.
Couldn't remember what I learnt over the past month, so I had to check my journal. OK. Not zero. Subconscious has been fairly active, if dream quantity is anything to go by. Stratocaster riffs are playing in my head, probably as a result of the rock ballads from the weekend's concert next door and the Malay language practice in civil society groups. Consciousness has been in a tunnel, with little recollection of stress across the days. This may be a good thing. I would attribute that to adequate nutrition including stimulants.
However, I think cardio is understressed, so blood-pressure and oxygenation are not as high as they could be. I haven't cooked seeds in weeks, so diet has been high-carb low-fat. I should fix this today. Need to pay bills and order beta-alanine also. Maybe it is again time for groceries.
2347 : golden ratio in music : throwback to college homework
1610:Alright. Found the alpha. Time to get groceries. Somewhat overextended.1040:up0212:I was concerned that I was overexposed to small caps. So I reclassified XBT and SOL as cash ... suddenly cash is up 30%. Ok, now I feel better. The very definition of toxic leverage.0007:12-ET: all art reverts to hunting oscillations 0000: Tue 3Dec2024, Sabbatical2 @1.688years ( year2; month21; week88; day616 )
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Wed 4Dec2024, Sabbatical2 @1.690years ( year2; month21; week88; day617 )
0219 : Daily : 617, 0.0570%, 25% cash, 26% gradeA, 51% questionable assets. Fie
Danger day.
0329 : down
1100 : up
2039 : Who controls Bitcoin? Looks like NATO :P ( Note however that 64% of Bitcoin nodes appear to be hiding behind the TOR network, so it could be BRICS for all we know. ) But in all likelihood, given the amount of governmental endorsement for cryptocurrency, it could just be the US deep state running black ops.
2123 : I am not comfortable with the role of fund manager. That's why I need more practice. Just like the roles of CEO, software developer, and historian of ideas which came before. No one learns anything from doing what they are already good at.
I'm very comfortable managing people, which is why I almost never do it. Had it figured out as a teenager. You can pay me if you need someone to do this. Otherwise in my own life, I prefer to learn new things constantly.
Thu 5Dec2024, Sabbatical2 @1.693years ( year2; month21; week89; day618 )
0110 : At long last, after putting down physics (mostly) in 2000 ... it is time to catch up on how special relativity etc. work.
0213 : All in! 74% in questionable assets. This would be a great time for the market to crash.
Dailies : 618, 0.0661%, 50% in ETH ecocystem, 50% out, 0% cash.
1106 : up
1300 : Some people run their best case scenarios in public, and their worst in private.
Some people run their worst cases in public, and their best in private.
Gotta pick a style.
Fri 6Dec2024, Sabbatical2 @1.696years ( year2; month21; week89; day619 )
0239 : A lull in anxiety, as everyone's cards are now in the open. We await the next catastrophic detail. Got a couple of socials down. Need to get more reading down.
0254 : they : would you take care of someone else's kids?
me : I already take care of someone else's kids - they're called staff
they : not like that
me : well, I evidently don't have a problem sticking my nose in someone else's shit ... now you see the problem with most people is that they feel better if they're sticking their noses in the shit of people whose genomes are closer to their own ... and that sentimentality is, in my opinion, foolish. I don't expect people to share my opinion, and I think most people would not, so it is simply a difference in civilisational ideology ... or what are commonly called 'values'.
0308 : Brian Thompson memes and opposition : putting taste into question seems to be the point of contrarian discourse 🙂
0858 : up
0935 : Enforced feeding. Lots to do for the day.
1248 : Brian Thompson's case reminds me of that time I was at KLCC Starbucks, when I noticed Najib sitting across the way once, after the Altantuya case. I considered my options, as any responsible citizen would. :) Trolley problems are useful, because they force people to consider facts of their indecision which they would otherwise prefer to ignore for the entirety of their lives. Sophistry is pretty much defined as 'feel-good conversations with few economic consequences'.
1310 : I had an overly comfortable childhood. Not particularly violent, not particularly amusing, mostly boring. Somewhat educational, but not comprehensively. I used to to amuse myself with fiction and art, but as I acquired a greater understanding of commerce, it occurred to me that most people are easier to manipulate than children are taught, and therefore, I should devote more time in my life to the manipulation of political economy.
1312 : Zoning out too frequently at my desk these days. Many opportunities for information overload. Good. To be engaged.
1422 : Over 25 years, I still haven't become as sensitive to the risks of sedentary behaviour, as I would like to be. Simply not maxing out cardio stress levels early in the day, results in a lower mean cognitive output.
1430 : Intuition not good. More practice required. Work harder.
1653 : Low sleep, high stress, poor judgment. Hm.
1730 : I suppose it would not be reasonable to be maximally stimulated every day.
Sat 7Dec2024, Sabbatical2 @1.699years ( year2; month21; week89; day620 )
0232 : I'm not a foodie, I ran a cafe. I'm not impressed by the current state of crypto, it's about half my net worth. Just follow the fucking money. Work is work ...
1401 : Monetary expansion + Exorbitant Multiples -> Earnings Growth + Multiple Compression -> how do I short volatility of the magnificent seven? 😎
1419 : Useful mnemonic : volumetric ratios : 10^9 is a cubic milimetre to a cubic metre.
2022 : Caught up with old friend. Met some new leaders of a community I am deprioritising. Caught up on family business. Tis a social day.
2302 : Standing by for the 5% from outerspace, and collateral damage.
Sun 8Dec2024, Sabbatical2 @1.701years ( year2; month21; week89; day621 )
0050 : The only way to increase tolerance for discomfort, is practice.
1311 : Markets have been dangerously quiet. This morning is all about administrative debt.
1711 : Pretty much done remediating financing from 2Q-3Q. Half a year of rework. Wondering what to do next. Aim higher, or lower
Mon 9Dec2024, Sabbatical2 @1.704years ( year2; month21; week89; day622 )
0045 : clear email later
0138 : Emotional regulation gets more work done faster, at lower cost, and with better results - unless you value the emotional experiences of arbitrary counterparties.
Anyway, I am glad that I am not able to follow-up on many projects currently - it tells me that I am saturated in terms of learning capability in the present. A question remains about how to moderate this to maximise total learning over all available time.
1139 : in a parents group on education, i shared the homer simpson hedge meme, where the text regarded gifted children turning into mentally ill adults. How many of you feel that your children may be neurodivergent on the economic upside? Do you think their social adjustment is fine? I would like to share as an adult hermit, it feels like one wanders around like a zookeeper, never sure of what the animals will do, while having a sense of responsibility to care for them. It does not always present as illness. Lol
1905 : Past week :
- cash has shifted from 30% to 0% to 60%
- asset allocation passivity still incurred an opportunity cost of 3-4%
- this isn't a full-time job, I have other shit to do
- but responsibility is ... as it is, I suppose : passivity in 2Q and 3Q cost me 50-60% ! I don't want to repeat unnecessary errors of investment
- it is a restful time, for now
Tue 10Dec2024, Sabbatical2 @1.707years ( year2; month21; week89; day623 )
0153 : FWIW : I'm in support of PMX's proposal to grant Muslim Indian Malaysians Bumiputera status. It weakens the definition of what qualifies as Malay customs, which are a defining criteria of Malay class citizenship. Ultimately the entire concept of multi-class citizenship will expire some day, but meanwhile we can just keep making fun of the whole thing.
1052 : up. still clocking less than ideal amounts of sleep. but ok
1525 : Telegram for web is horrible LOL. Thousands of messages and hour, in what appears to be an inefficient sync mechanism. Any idea how to make it lighter?
1544 : Missed some 13-15% opportunities at 1130 while I was catching up on BM practice, over a discussion about the role of language in the constitution. Ah well. Divided interests.
1756 : Following up on neighbourhood nuisance concerns, constitutional issues and grassroots strife, among other things. Malaysia is such a mess. But where isn't? I'm so lazy, but will I regret it?
1832 : Off to the police station to find out, to what degree they care to regulate neighborhood sound nuisances, particularly from religious activities in flats. Wish me luck not getting stabbed on the walk home.
2158 : 1. Take less risk.
2.1. Spend less time on risk management.
2.2. Make less money.
3. Have more time and less money.
4. Donate more time to civil society.
Alternatives?
2256 : Reflecting on the pace of my work. Slowing it down a bit, lately. ( daily volatility monitor )
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Wed 11Dec2024, Sabbatical2 @1.710years ( year2; month21; week89; day624 )
0119 : - Pengajian perlembagaan dan undang-undang.
- Pengajian pasaran.
- Penelitian kepada hal ehwal kejiranan kondo sekutuni.
- LAPAR
- Makan sebelum mengemaskan perakaunan dana
Hidup ini memang bodoh.
0306 : Dailies : 624, 0.0512%, 28% cash ( yeah I went back in - might regret it later of course )
0312 : Following the rule of pretty charts, the next stop is 106k, just so that the lines average up around 100k. What can I tell you - it's not a free market?
0406 : Tired. A lot of micromanagement. Possibly not worth the trouble.
0443 : Tak tau lah mana yang lebih teruk. Marhaen yang keutamaan hatinya keluarga, makan, dan tidur ataupun pemimpin yang bersifat purba sampai kerjanya langsung tak menjolok minda ...sebaliknya menjolok mata minda (buek).
0556 : down
1417 : Is there a group where people debate/peer-review BI <-> BM translations? If not, I may start one.
Background : DBP is not bad as an online resource, but their servers are very slow and the information architecture is not tidy either. Google translate can't even grasp classical BM, nevermind dialects from different geographical regions and social classes like text messaging vernacular.
My first language is BI and my third is BM - but I figure if I spend enough time discussing public policy on social media, I can get to parliamentary literacy in BM.
Recently wrote a comment that ended with ""Inilah antara kepiluan yang diputuskan bangsa kita."" which led to some Google translation efforts, but I found I still prefer the original phrasing.
LOL
1513 : Target : BTC.D is due for a pop to 65%, I just don't know when exactly.
If TOTAL2 is stuck at 1.45T, BTCUSD only needs to hit 111k to get BTC.D to target ( 57% today ). But TOTAL2 will pump when BTCUSD pumps.
Either TOTAL2 needs to be shaken out much further before BTCUSD pumps, or BTCUSD needs to hit somewhere north of 111k for BTC.D to reach target. The former scenario seems more feasible in the short run.
1702 : I honestly think one of the riskiest things I do is order food powders by CAS number from e-commerce marketplace vendors claiming to represent factories in China. Without super clear documentation.
Dating? Crypto? Sedition? Pffft ... this takes the cake.
1816 : Still getting the hang of volatility ( arithmetic )
2.3% change since 0.00 days ago
-1.2% change since 0.07 days ago
9.7% change since 0.24 days ago
-15.4% change since 0.60 days ago
15.5% change since 6.70 days ago
1823 : Many concepts were computed over the past week. A rest now, means more sensory study instead.
1924 : My working memory tends to be either hooked up to verbal memory or not. When working on semantic stuff, essentially desk work, latency is reduced between these operations. But simultaneously non-verbal memory is somewhat detached, and latency between it and working memory increases.
Much of 'work related stress' in my case comes from spending too much time hooked-up in verbal mode, without resting via explicit unhitching and returning to non-verbal mode.
Hm. I wonder if these mechanism get clunky as I get older, and then dementia separates one from the others entirely.
Thu 12Dec2024, Sabbatical2 @1.712years ( year2; month21; week90; day625 )
0035 : NFA ini semua perkataan tahi lembu la. Sesungguhnya dalam ayatnya tiada selain daripada penawaran hakikat kewangan terhadap sesiapa yang berani berjudi melawan masa. Ptui
Macam putik kapas dilabel dengan amaran jangan masuk telinga, manakala itu saja kegunaan tunggal orang nak membelinya
1137 : ETFs are not all whales. But ETFs allow anonymisation of whales. It's just layering.
2221 : Busy day. But I got to spend time talking to pretty girls, so I can't complain. I am grateful for the opportunity to hang out with people whom I have little in common with, in the emergence of society.
Blah blah blah :)
2241 : Celebrate the quiet moments of your life stuck in traffic ... the moments spent bickering with strangers ... the empty thoughts prior to waking. For tomorrow you may disappeared, lobotomised in person, expunged from the digital world, and left only as a memory in the walking meat that is left to roam thereafter. Such is the life of man.
2347 : Enforced non-verbal computation.
Fri 13Dec2024, Sabbatical2 @1.715years ( year2; month21; week90; day626 )
0245 : Binary trades I made :
... 1990s : get grades, or have fun ( grades )
... 2000s : learn stuff, or make money ( learn stuff )
... 2010s : study markets, or study commerce ( study commerce )
... 2020s : do math, or make money ( make money )
I will get to math eventually.
1000 : up
1402 : Desk work cobbled down for a bit. Till something else goes haywire. Time to enforce non-verbal work.
1609 : Used Kurt's four-types-of-staff model today. Here I presented a diagrammatic lens, modified from an ancient framework ... which may aid in the analysis of texts targeting members of the Malaysian public.
Today I reviewed a text which seemed to appeal to the middle-class intellectual, given the language it used. So in that analysis, I highlighted the middle-class, in the diagram.
T20 : lazy smart, M40 : industrious smart, B40 : lazy stupid
2114 : Good to prioritise peripheral sensory datasets for a bit. A number of socials done. Complicated conversations are quiet for now. Market is quiet on options expiry day . Ho hum.
2121 : AI is not neural networks. Because intelligence in humans is more defined by the software running on the neurons, than by the way the neurons work.
Sat 14Dec2024, Sabbatical2 @1.718years ( year2; month21; week90; day627 )
0350 : Alright, we are risk-on for a coupla days, perhaps. Unfortunately social life is dramatic and marred by temper tantrums. Will have to monitor those as well.
1238 : ""all success in business comes from relationship management"":Nothing new in this century, or the past one. The main reason I avoid spending time on commerce because I have no urgent need to take someone else's money. Therefore I have little need to surround myself with foolish relationships. Relationships are fun, but the base case should generally be a good life without relationships. Then there are higher margins albeit disposable ones.
2246 : Ah, made an error of negligence. Lost 2.5%
2257 : Things which are fun, which I don't have priority for : learning more BM, learning more chess, meeting more women. But a bit here and there, is ok.
Sun 15Dec2024, Sabbatical2 @1.721years ( year2; month21; week90; day628 )
0203 : good walk about bandar baru sentul today. and then some time on the bars.02053.5% down. Normal volatility. But I do question my prudence in risk minimisation. I guess the thought was, at this juncture the e(upside) is greater than the e(downside)
1235 : Good. Late to the industry. Once they launch the equivalent model for mental processes, which LLMs lack, we are done with basic data structures. Then we can start doing philosophy with robots.
1238 : Late. Time to feed.
1512 : Ware, contagion ; $MSTR's price now shifts the NASDAQ. What with $BTC doing +/-50% a year, $MSTR at PB=27x issuing convertible bonds to buy $BTC, $MSTU being a 2x leveraged ETF on $MSTR, and probably ... margin-financed folks trading options on $MSTU
1515 : regarding the notion that 'legal defense' isn't 'dying by the sword' : The law is a sword. Civil society is just a temperament of animal spirits, it moderates jungle law, but does not change the fundamental motivations thereof.
1903 : 4Q
2024 : my studies overwhelm me. Lots of data, and not a firm enough grasp over the summarising concepts. Such are the markets in the mind of a junior participant. But, while I have not had the focus on hardware, physiology, and society, that ai wish to have ... I have allowed myself adequate moderations of investment in those operations also.
2358 : You know better than I do, since you do this for a living. I think the biggest downside risk is a <25bips cut on 18Dec, which would shock markets slightly. The possibility of a 10-15bips cut is interesting. But I do not see anyone considering it seriously with 90% forecasting 25bips in Dec, and a pause in Jan. Lol
Mon 16Dec2024, Sabbatical2 @1.723years ( year2; month21; week90; day629 )
0416 : If I was rich, I might sign up to do the Masters in Central Banking at BNM's ASB/MIT. But I don't think I can afford that sort of fun. 🤪
1322 : What seems normal, growing up in Malaysia : Tun M can have people locked up under the Sedition Act ( Act 15 ), but when he makes public remarks which are foul of the Sedition Act, he is not called into question. Maybe it is all a trap, and the government of the day is just not taking the bait.
1430 : Modularisation and efficiency. Maybe I need consciously switch between conscious ( sensory ), inter-conscious ( verbal / semantic ), and sub-conscious thought modes.
Hm. Intriguing neologism.
Tue 17Dec2024, Sabbatical2 @1.726years ( year2; month21; week90; day630 )
1219 : Relationship ads.
Avoid vague adjectives. Use granular definitions. Set granular expectations. Those are the best relationship ads.
Lord knows how many millions of people wade through the other millions of people's profiles looking at weasel words like, 'serious', 'loyal', 'long-term', 'casual', 'short-term', etc. without actually being able to concretely define those objectives, as a set of terms and conditions.
The complaint has gotten so repetitive that I think the killer dating app is basically going to have to use AI or sim-gaming to train people in '300 common dating patterns : goals, strategies, and tactics'.
1304 : Feasible jump of 6% to 112k next. Monitoring.
"
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Wed 18Dec2024, Sabbatical2 @1.729years ( year2; month21; week90; day631 )
0132 : Sell stocks. Pay mortgage. Buy food. Buy food for friends. Hope they have a nice life getting to know each other.
1714 : alpha : -5.7%, so not very happy ; looking for structural errors in my work;; I am too comfortable here - I am not taking this seriously enough, to care.
1948 : Most of the time, I work on stuff I'm very familiar with, in language that I understand inside and out.
But that doesn't help me develop new ways of thinking, so every now and then I have to make myself talk about things I don't understand, in ways that I do not try to control too finely.
Mutate, and cull. That is life ...
2042 : I think, fluency in sophisticated religious traditions gives one a very high tolerance for arcane bullshit, even if one's predisposition is towards mathematical minimalism. Or should we infer causality, vis-a-vis trauma response?
Thu 19Dec2024, Sabbatical2 @1.732years ( year2; month21; week91; day632 )
0005 : Luigi : Well, I find it amusing that people who see value in the chap's bravery, see horror in his prosecution.
Without a fair trial, and any subsequent penalties, the act of bravery wold be worth less. More of us would just shoot people we didn't like. :)
0221 : At 41, shitposting comments on LinkedIn about monetary ontology, and finding out what people believe or don't believe about the world ... is probably the most fun I've had since I was 14, and in the class which got the most teachers to quit in a year.
0455 : Weekly alpha improved, but weekly total return reduced, as the market tracks the supercap as it closes an options gap. I'm still struggling to understand the nature of my work. So far I've been aware of one correct deallocation and rellocation early in the month. However I missed a minor opportunity shortly after that, and then major one over the past week. I'm searching for the right words to express myself about this ... but sleepy, is about it. Which is good, because non-anxiety means fewer distractions, and I just have to get to bed before resuming work on the available data tomorrow. LOL
0637 : I'm happy with the progress of my life MTD. Generally I try to keep the celebrations small, margins high, expectations low, and benchmarks high. It's a good life so far. When will it end?
0728 : 13.5% down. Most metrics within operating limits. But I should be able to systematically avoid this amount of repeat work. Maybe it's just a matter of sell/fire fast, buy/hire slow.
1434 : Portfolio dipped very evenly over the past week, between ETH and non-ETH clusters. I seem to be a little underweight in one sector, so I need to figure out which other sector to cut to strike a balance. Nice reset, and it would be nice to have +23% by the end of the month to hit a round target, but haha.
1440 : frankly, I think 99% of gold's value stems from animals spirits. Plebs like shiny things, so they gravitate to it with gravitas. To invest in the core BTC narrative without acknowledging this is to ignore the core factor underlying all investment on earth - fear that tomorrow will be worse than today. BTC investors are basically just tech-plebs. And we can make money of all plebs. So on we go lol
1717 : Portfolio rebalanced! I should stop-loss about 10% down from here. Looking forward to wiping out there, with an eye for the upside.
Fri 20Dec2024, Sabbatical2 @1.734years ( year2; month21; week91; day633 )
0252 : 8 days : 20% down, 2.66% till stop-loss.
Phew! US GDP hawt!
0309 : I still don't understand yield curve dynamics, easily. The more I think about it, the more it seems that the price of debt further out than 6-12 months is really indicative of short-term sentiment, than usable as a leading indicator of long-term economic conditions.
1200 : Well, I guess finally, after the vacuum of celebrity murderers, the world finally got one for the age of social media.
1727 : There goes the Christmas firesale. Looks like a busy day.
2101 : Reflecting on my deficiencies. Main issue now is an error of over-diversification, and under-automation, resulting in cognitive exhaustion.
Yet somehow, I manage to enjoy a social life ... familiar partners, prospective partners, family noises about friends who need advice about scams, coaching members of the community on their personal analytical process and local government interactions, etc.
I suppose, by prioritising simplicity and happiness, I choose mediocrity.
Sat 21Dec2024, Sabbatical2 @1.737years ( year2; month21; week91; day634 )
0104 : I think I've broken my record for quickly I can lose 100k. In 2012 I was on sabbatical and doubled my money on AAPL calls. I figured it was too easy to just trade for a living, so I took a high-risk position with the intention of forcing myself to get a job, unless the position ended up in the money. I wiped out and went back to work for ten years.
Dropped the same amount in the middle of 2024, due to mismanaging my asset allocation. Took a few months.
And then there was the past eight days ... lol.
0151 : TIL : London is the FX centre of the world!
1242 : Up. Enforced feeding, washing, work, probably. No meetings scheduled today.
1443 : It has been a small joy to catch up on Malaysian politics and language over the past few weeks. Usually I mainly live here, and rarely do deep dives of what is happening in the public sphere.
But there is never enough time to do anything properly, if one is to do more than one thing at a time.
I only started catching up on quantified nutrition and financial markets, two years ago, with gradual increase in focus over that period.
I remain satisfied, but hopefully not too positive.
1557 : Today is for the study of bonds and small-cap divergence.
1605 : Todo : replace the freeweights in my rucksack with clothwrappedbricks.
1845 : Verbally overstimulated, somatically understimulated. After a busy period of some 45 days, time to refactor. So meditation must commence on what parts of the nervous system are out of line.
Sun 22Dec2024, Sabbatical2 @1.740years ( year2; month21; week91; day635 )
0244 : Last six weeks were relatively sedentary. Need to bump up calories by 25% and spend more hours/day doing calisthenics, I think.
0346 : Racist/Religiousist Malaysian social media :Can we put an NGO or fund together to trawl through social media daily and report all these comments under the Sedition Act, PPPA, and Communications Act?
0507 : Play stupid games, win stupid prizes. Now if only life were interesting, without stupid games. Tis the season for gross reflection on risks.
1447 : up
1827 : Generally I find that it is my lack of opinion about the world which lands me in compromising situations. So I guess I should be judgier. Haha
Mon 23Dec2024, Sabbatical2 @1.742years ( year2; month21; week91; day636 )
0046 : I suppose, as a nerd, I have some form of hypoesthesia, relative to the mean. I have a lot to learn from the world, but usually I don't bother to simply enjoy the passing of sensation through memory. Enforced physical conditioning may help a little.
0117 : I once dated a young aesthete. She was my melancholy baby. We shared a mood. But we have few common interests. So that was not to be.
0146 : Maybe sedentary diet also reduces cognitive output.
0212 : Reddit was founded in 2005, the year I graduated. I worked in tech some years after that, but never had a reason to frequent the lifestyle sections of that forum. In 2025 I will probably finally have a reason to use Reddit frequently : financial market studies.
1255 : Bread, and circus; field, and mint.
1359 : Blakedoni + Slande => needs its own musical, ""I Wouldn't, Hollywould""
1506 : To confuse the most people : BTCUSD would do nothing until 20JAN, then tank. Finally when the GOP starts reeling in M2 via fiscal consolidation, it would moon.
2112 : I should probably study FX a bit more before I throw out more of these statements. SBR : If Russia does it first, it pulls down the BTCRUB, pulling up the RUBUSD.
If the US does it first, it's a dampener on BTCUSD appreciation, so that will keep RUBUSD under control.
2313 : Verbally tired, but underweight on proprioception. So today is about boosting calories, and physical exertion. Hopefully with the effect of boosting stable cognitive output.
Tue 24Dec2024, Sabbatical2 @1.745years ( year2; month21; week91; day637 )
0025 : The other day I thought my issue was over-diversification. Today I would like to revise my prognosis. I've been under-diversified. Too much time spent a desk, focused on a subset of the desk universe. Need to diversify within desk activities, and out of desk activities. No need to concentrate fund assets - those are already well diversified, and should not be consolidated, for now.
0608 : down
2209 : Done with social chores. Time to work on reading backlog.
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Wed 25Dec2024, Sabbatical2 @1.748years ( year2; month21; week91; day638 )
0513 : Happy for some old friends who seem to be doing well at work. Whereas, having seen the quality of their work, I wonder which party to empathise with.
0622 : down
2032 : Another boring day. Time to enforce kinesthesia.
2134 : Weak. Dizzy from unweighted squats. Hah
Thu 26Dec2024, Sabbatical2 @1.751years ( year2; month22; week92; day639 )
0558 : fund reporting : historical P&L by asset : it's a good day ( for tooling )
( charts )
1407 : Awake. Back to actuate the world.
1759 : Saya tak sangat tua. Tapi seumur hidupku, saya nampak pemimpin kita tidak memahami corak ekonomi tingkah laku yang dinamakan 'teori tingkap pecah'.
Dengan mengabaikan pemandangan tempat awam yang tersebar dengan kecuaian halus seperti sampah sarap, pembakaran sampah, parkir berganda, kaki lima yang tiba-tiba hilang separuh jalan, dll ... kita sudah membiasakan pengakalan awam bahawa kecuaian adalah kebiasaan.
Diharapkan (tanpa harapan) dewan rakyat boleh mendirikan suruhanjaya khas untuk menangani isu sebegini.1610Public discourse is always challenging. It may be harder with laws about speech. I was putting comments on a Pemuda PAS page today. Maybe misanthropy is the only clearly legal approach ... since we cannot dig into public criticisms of certain types of anthrope. LOL
2029 : Elliot waves : Oh my god, so much dance theory. But at least it's more useful than ... pickleball
2134 : Day 639. 17.51% of Sabbatical 2. Struggling to increase productivity. But very much buffered, and therefore probably just inefficiently balanced in terms of risk/reward.
2249 : Now I have lived almost twice as long, as it took me to run out of truly interesting things to do on earth. I am grateful for the extra time. Maybe the next lifetime shall be spent in this pretty little prison. We shall see how long I need to be.
Fri 27Dec2024, Sabbatical2 @1.753years ( year2; month22; week92; day640 )
0340 : Ventral musculature back in focus, to address overarching of the back, in desk position.
0442 : Trying to be less lazy, and execute active allocation today.
0619 : Nuked all positions. Back to 100% cash. Too fatigued to think about it much. 18 assets, smurfed to minimise slippage, then manual updating of fund accounting ... there goes two hours. Nothing is free in this world, I suppose.
0649 : good time for a break, i guess. helluva month. Family events are irritating on a weekly scale, if the purpose is to provide therapy for stressy people - takes up too much memory after the event.
1726 : Fatigued. But back to routines. One must condition the body.
1804 : Wake. Check proprioception. Check baseline anxiety level. Check markets and inboxes. Kill mosquito. Get out of bed. Wash. Dress. Shoot protein. Refill instant coffee jar. Turn on wifi and computer. Check more feeds and inboxes. Prepare to undo mistakes made, to-date.
Sat 28Dec2024, Sabbatical2 @1.756years ( year2; month22; week92; day641 )
0422 : Not sure which is more disappointing. My peers on earth or my ongoing attempts to put them in their place.
1525 : It's borderline amazing that Musk and Vivek were handed the glorious mandate, then managed to fumble it before inauguration. LOL
1625 : One might get killed today, or one might die tomorrow. But one thing's for certain, till the last day, we won't be short of people to disagree with.
1857 : Cognition lacking in proprioception. Ok. Punching it.
1935 : Gradual reinvestment. Hopefully not too quick. Rest and recuperate meanwhile.
Sun 29Dec2024, Sabbatical2 @1.759years ( year2; month22; week92; day642 )
0559 : doa. Perbuatan yang menyenangkan hati sesiapa yang tak senang nak gerakan kaki.
1504 : Rain. And aches. I notice that sleeping without hugging something relaxes ventral musculature, and puts my spine out of active management. Maybe I need to start switching up my sleeping posture to improve posture.
2038 : Thieves hide in plain sight, in humble businesses, in delightful displays.
Nurturers hide in plain sight, as terrifying scoundrels, as oppressive enforcers.
What can we know? Very little.
2111 : Gonna work on getting more sleep, to improve cognitive throughput, so I can get more work done sooner. What a theory. APM and APD do not feel very high.
2227 : A pretty simple approach to modelling my economy of cognition rn :
1. The brain has an ability to model spatio-temporal data.
2. This function is applied to different datasets, including proprioception, speech, and mechanics ex-vivo.
3. The more one thinks about the structure of speech, or mechanics of things ex-vivo, the less capability one has to think about proprioception.
4. In order to partition cognitive resources across these disparate datasets, one has to partition time for rotational allocation of compute time to each.
Ok. Gotta put this into practice more.
Mon 30Dec2024, Sabbatical2 @1.762years ( year2; month22; week92; day643 )
0206 : I have been reviewing the trope of human connection. Many people have an ideal of human relationships that involves emotional addiction. I disagree, and view that as a disability. I was reviewing also the final conversation I had with a fairly intelligent lady who was also successfully employed. The inability to flip a mental switch about one's emotional attachments, such that they can only be regulated by complete abstinence from stimuli ... that fault is part of the human condition.
0301 : Good sleep. Or nap, rather. Vitamined nap, to be precise. Usually I shoot v after waking, this past few months. Gotta flip it up.
0354 : Vivek's c-tweet is funny because it brings back memories for me. The first day I got to college in the US, I looked around and pretty much decided I was going to have to do a lot of solo work to get anything important done. This speaks more to my personal interests than any opinion I might happen to have about politics.
0404 : Time to feed. Nice rain this morning
1427 : Good afternoon. Monday. About half-done realigning circadian. Probably over-optimistic, we shall see. Asset allocation back in focus. Sniffing the air, looking for laundry issues about the flat.
1722 : on DBKL's post about traffic police and some recent activities.More practice in Malay. Not very careful, as this was tapped out on a phone over a cup of coffee. I hate typing on glass.
1. Tolong perhatikan 'teori tingkap pecah'. Kesalahan kecil merata-rata sudah membiasakan kesalahan dan rasuah dalam minda rakyat. Penghapusan kesalahan kecil dari segi pengawalselia dan penguatkuasa adalah jauh lebih ringkas daripada serangan terhadap 'kesalahan besar' yang dipanggil 'grand corruption' dalam kempen kabinet kini.
2. Ibukota Kuala Lumpur dicemar dengan hal kecil kurang dikuatkuasakan. Banyak bilangannya.
3. Tolong bergerak secara strategik. Tetapkan dulu matlamat kuantitatif di tahap perekaan dan perancangan bandar. Dapatkan sokongan dari kuasa yang tetingggi, kabinet, majlis raja-raja, datuk bandar, dan sebagainnya. Lepastu baru bentukkan operasi yang kekal jangka panjang, buka kempen sekejap je.
4. Apakah tujuan kaki-lima? Dari segi perancangan adakahnya seorang pejalan kaki boleh SELESA dan SELAMAT dalam perjalanannya ke seluruh kota? Rangkaian mesti lengkap, baru perjalanan boleh lengkap. Itu masalah akar.
5. Apakah tujuan jalan raya, bagi menggerakkan warga, atau bagi meletak kereta? Masalah ini juga rumit di tahap perancangan. Jalan dekat sekolah dan tempat ibadat serupa kecoh. Bukan saja salah pemandu dan peletak kereta kalau perancang dan penguatkuasa tidak disempurnakan.
Terima kasih, yang bertugas. Haraplah ibukota dibaiki lagi.
1804 : Social conditioning saturated. Physical conditioning continues.
2035 : I avoided exposure to the crypto asset class, until FTX crashed.
Maybe the next great entry will be after the MSTR and SBR noises have achieved regulatory cacophony.
2148 : Trying to understand how the Fed's RRP balance and the yield curve interact, via the Fed's choice between selling bonds, notes, and bills.
2254 : Time to smack some distracting work I took on from family sources. It's been getting in the way of ordinary work, by just sitting in queue.
Tue 31Dec2024, Sabbatical2 @1.764years ( year2; month22; week92; day644 )
0009 : Those who love conflict are destined for power. Those who avoid it are destined for compromise.
1407 : Sleep much improved with B vitamins and fish oil administered before, instead of upon waking. Perhaps also hygiene issues with caffeine. Well, keeping it mixed up
1414 : As a person of low ambition, I pretty much hightailed out the US as soon as I graduated. It was quite fun learning commerce and fullstack devops in a pressureless albeit poorer economy. Been in Malaysia since 2005. Pretty much chilled the whole time since!
Now STEM immigration and healthcare are back in the spotlight, so it is amusing to read the news and to compare my concerns in 2005 with others in 2024.
1512 : BTCUSD's price following a grid during low volume EOY period : Doing the robot walk ... _|^|_|^|_>
You live in the matrix, but someone else controls it.
1827 : Today I'm trying to write ( another ) asset allocation model. It feels like a creative writing exercise, because it is a matter of examining nebulous states and expressing them in terms of arbitrary lines drawn in the sand, which serve only as warnings to any who care to notice them.
1921 : After just over two years of trying to get an intuition for this asset class, I guess it's time to switch into quant mode.
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