what if humans had an 'off' switch ?
Tuesday, November 05, 2024
Saturday, November 02, 2024
Wednesday, October 30, 2024
things i believe
1. python works better than java - stuff like PIL got dimensions faster from broken images where java library failed even after 'loading plugins' whatever that is
2. reasoning about code is easier
3. you'd probably be done much faster
4. sqlalchemy and jpa - i don't like both
Tuesday, October 29, 2024
Friday, October 25, 2024
So many pink elephants !!
Mcluhans first and second chapters are full of aha!s
Feels ljke he is talking about stratification (and the rhizome) and systems thinking and complex systems, but not standing from one place far from the mess, but constantly weaving in and out of it.
his 'linear' or 'sequential' could be linear progression of or evolution or growth of a person or society or technology ( translates to change ina group)
But also confusingly presentation of information
Thursday, October 24, 2024
As per kahneman in his famous book (which should be renamed "fact-templates one ought to memorise and practice becase they do not typically come as part of our intuition"), one fact template is that sample size matters, and that larger the sample size the closer the result to the base rates.
If you toss 10 coins tou might not get 5 -5 heads tails split, but you will get close to thst with 100 cojns, and real close with one million coins
In appendix A, the conclusion is that the smaller hospital will record more days of greater-than-60%-born=boys than the larger one, as the larger one tends more towards the base rate ,here, 50:50.
Which means, you will win if you bet on the smaller hospital having more days where more than 60% born were boys, than the large hospital
(and also win if you bet more days of more girl babies too, coz it must swing wilder either way?)
How does this translate to the stocks world? Can you bet that a smaller company's share price will delta more than a larger company's ?
Can you build a speculation system based on this?
Ooh!! greedily licks its lips....
First of all, girl-boy birth thinggy is a natural law, more or less. And given some sort of socio political steady state, the company perdormance is typically a function of its past. This truism we take as foundation of all the hot air we make. Smallco reults can dip on things which dont affect Bigco at all. But bigco wouldnt make moves smallco would. Smallco has the possibility of doubling in size much more than bigco. So there is something there.
We can look at smallco as a small sample size of all the able bodied souls working the economic machine running the economic race.
Conversely we can look at the small hospital as a small enterprise dedicated to producing baby boys.
A note on execution. Having decided this game, picking the super popular call option as our candidate , we would need to pick calls on both bigco and smallco, and note their highs.
Of course ,actually buying and selling them on gtts would record a different set of highs.
Saturday, October 19, 2024
i grew up thinking one always had to do things one didn't like
now, unless i don't feel the souldeath, i don't feel like i am doing anything
that is probably why i didn't follow up on my processing work or dopewars or galcon idea in 2010(11?)
this combined with performance-factor ensured i never did anything when anyone was around who wasn't fully bought into my idea and vision
one giant block is my refusal to open my brain to java , so i refuse to take the 2-3 steps needed to do something in java that takes 1 step in any other language, and then i remain ignorant of that thing at all, like it's not there in my map only
i grew up being told what to do
now i'm grown up there's no one telling me anything