May

8

Jack Cook writes:

Now I know why Mr. Softy owns so much farm land…

New research from Princeton University and Bloomberg confirms that renewables require 300 - 400 times more land than natural gas and nuclear plants

https://michaelshellenberger.substack.com/p/finally-they-admit-renewables-are

KK Law writes

The answer is yes and no. It could be somewhat offset if homeowners would let solar cells be installed on their roof tops. Also, the calculation is likely based on legacy solar cell technologies with low optical to electric efficiency. I am not against renewables but I will read anything with a grain of salt.

Henry Gifford writes:

The vast majority of house roofs are not well suited to solar because they are not at the optimal angle (latitude angle from horizontal), not at the optimal azimuth (South), and shaded. This does not stop anyone from installing them on roofs of homes.

A more suitable location is roofs of large stores and warehouses, where there is no shade, and they can be oriented optimally, and where a large need for electricity is located immediately below.

Another benefit of locating them on commercial buildings is that they offset purchase of electricity at higher (commercial) prices.

As warehouse roofs are generally not utilized for anything else, the panels arguably occupy zero space, which the study authors presumably thought of.

The reason so many panels are installed on house is politics - taxpayers paying for someone’s social statement. In New York City the subsidies have advanced the industry to where they are routinely installed flat or vertical, in the shade, or facing North (Columbus Ave & 100st, for example). I have never met anyone who likes solar panels enough to pay for them with their own money.

Whenever I see wind turbines the land under them is being used for farming or grazing or etc. Saying they use a lot of land is like saying planes use up all the land they fly over.

Henry Gifford

Stefan Jovanovich writes

HG's comments are, as always, wonderfully exact.  Our new roof that will go up this week will not have solar panels because no one in NC is willing to pay us for the waste of money; in California they were happy to.

May

8

Perhaps of interest to fans of progressive rock, I recently had a chat
on the Big Yellow Praxis podcast about concept albums. Check it out here:

https://www.youtube.com/watch?v=yO6KK7GoM0I

May

7

From our scientist….

Astragalus root has been used for centuries in Chinese medicine and is one of those "super foods" that is so jam packed with very biologically active molecules.

The astragalus root is most typically consumed in the form of a tea, but Chinese medicine also uses it as a salve for wound healing. This is what gave someone the idea that its ingredients should be tested as telomerase activators.

But you have to purify the root 40,000 times to get pure cycloastragenol. So it would take eating over a hundred pounds of root material per year to get a full dose. But as you can see, the plant has plenty of other things to offer.

May

7

Mozart

May 7, 2021 | Leave a Comment

The bio  Life of Mozart  by Edward Holmes is highly recommended. Holmes is the  ideal biographer . He was a fine musician and  read  of Mozart's letters and spoke to all who know Mozart and  read the originals of all  of Mozart's compositions.  The book was written info 1840 and describes  all aspects of  Mozart's life. I found the   hereditary genius part  based on  his father Leopold  was a fine man who  was a scholar of violin. Mozart himself had a ebullient  persona and was always gullible.  he could write music from the time he as 5 and  could  play an p  piece at sight  or ear from   piano or violin. He used all the instruments in the orchestra and was  mall treated by  almost all the nobility especially the Electors  and Archbishop of Austria. You learn so  much and are inspired by the book.

May

7

I'll try a little against the batters on base.

Meeting at Camp Kinderland revised the numbers to augment calls for infrastructure for pickle ball et al? 

Replay based on appeal of previous play upholds appeal that she didn't go.

Relief pitcher comes in two minutes.

May

7

The river has not yet breached the dam at 4200 at the end of light.

Query: what day in April was the last unemployment released? 

bls.gov/schedule/news_release/empsit.htm

Thankfully the bonds receded today from their 20 day hi thereby the bond vigilantes return out of their hiding and drink juice.

The barrel didn't cross the plane .

Apparently the employment situation is favorable tomorrow. 

Pickleball coming to orange county for infrastructure 2 mill . along with just 1/4 million for infrastructure for former president. wife library. I a point of order. having played every racket game a nd according to Hobo Kelly. I was the best ever in the racket games, — the pickle ball top players are better than the comparable camps in paddle tennis and platform tennis. they can all hit backhand volleys flat hard.

All the top pickleball players dive for shots.. I saw pickle ball played in a Pittsburg coliseum that would have held 4 racquetball courts. it had 75 pickleball courts in it. The cost of laying down 1 pickleball court must be 1/100 of the cost of a racquetball court.

A heroical Vic, Few have heard of Carlos Hathcock despite the fact that he’s one of the most accomplished (cont) https://tl.gd/n_1srmdn1

Did the Sage give his approval after trying to bring them together in following his harmonious actions in refusing to allow spouse to continue as cocktail waitress?

Checked swing at 4199.50. question for our baseball experts. especially Mr. Bastian. it seems to a rookie like me that Cole on his pitch end up off balance on his left wobbly foot. doesn't this present him from proper defense? what is market analogy? 

Market fouls 4 balls at 4199.50 a quadruple top never holds. guessing that " she will go" she went while I writing this. 

 

May

7

https://scienceofrunning.com/2017/05/the-roger-bannister-effect-the-myth-of-the-psychological-breakthrough.html?v=47e5dceea252 interesting analogy to breaking thru 4000 in the sp. first stagnation then astounding progress. story of zapotek reminds me of when he propagandized me at UN award ceremony but that[s another story.

Apparently mlb viewership is up over 2020 and 2019 . what is the implication of this for the call for boycott over Atlalnta and the market? 

Apparently coke knew that hat they are doing with support of removal and lawyers billing hours for diversity.

A meandering cataclysms on the way to next constructal. Mr. Pele continuing his pele like efforts energize opposition. that's bull. First he lost the senate . next he kicks the ball away from the house

 

May

7

Another reason that I stepped down was that I felt that if I ever mentioned the depth of my feelings against the woke things happening that I would ruin it for Yelena. fortunately, the herd feels that Woke is bull so it didn't hurt my guesses too much. by the way if there is any.

One that has forecasted the market better than we did in the four months we were together, Ill eat my hat. note that we caught the big bearish days when the fed couldn't woke it up. and we were with the weather gage from a continuous 36000 to 4200.

A typical video showing gregarious nature of buffalo that wasn't canceled.

I empathize with the diversity of not Atlanta and coke as far as market goes. so I am a little rusty on baseball. what do they call it when the batter has two strikes against him ,he takes a partial swing? something like did he go for it? please tell me as i love base ball.

The official call is " he went around at 3; 51 ET.

Guess the firmament doesn't like baseball. I lost 20 followers with the baseball checked swing. could it have a nothing to do with coke?

Interesting from the life of Mozart. they had hi frequency musicians in Vienna. when Mozart at 12 yrs scheduled to perform his opera. all the Viennese musicians refused to let him conduct or perform so as not to be embarrassed from http://Bonn.like the claques in Italy. 

May

7

Highly recommended book. The Life of Mozart by Edward Holmes. Learn about a great and optimistic genius , and his music and the hard life he was subjected to. Never has a biographer been more qualified and more diligent than Holmes. A model of Biography also highly recommended book. The Life of Mozart by Edward Holmes. Learn about a great and optimistic genius , and his music and the hard life he was subjected to. Never has a biographer been more qualified and more diligent than Holmes. A model of Biography also the river flow gets slower and slower and narrower and narrower. regardless of the physic s its not good for the top feeders there's not enough vig.

It is amazing how all the predators like lions that attack buffalos never find the buffalos herd helping. even if there ae 50 buffalo they stand idly by while the lion does his lethal thing. He who may not be mentioned writes about the slavish and herd like behavior. He writes about the impossibility of finding an oxen or buffalo to lead the herd. He likens the herding and following behavior or these beast to humans and I would liken them to market participants.

I would recommend the Sennett Aiken blog to your consideration. Andy knows many things that I don't know at all e.g. individual stocks ad crypto . would suggest that between them they will provide valuable insight s better than any other source.

I stepped down from the podcast because I am ageing and the task of staying up with all the woke as well as a market insight or two was interfering with my trading,, eating, and sleeping. I was sorry to big adieu and thanks for all the kind thoughts that were sent. 

May

2

Losing

May 2, 2021 | Leave a Comment

Zubin Al Genubi  writes:

The subject of Losing gets pushed under the rug in this woke world, but is an interesting subject and should be studied and examined.

Accepting loss, and understanding why is an important process.  Was the loss due to a mistake, lack of training, improper technique. Was the other guy just a better human or did he just work harder and longer, and try harder,?    Did you try your hardest? Was there some other mental stuff holding you back.  There are some tough questions, but questions that need to be examined to improve.

Sports competition is good for young people because it teaches how to lose.  A big part of sportsmanship is losing with grace.  

Some people really hate to lose, and it  holds them back.  I hear people verbally arguing, and rather than lose, they will start escalating and go for the jugular, and making personal attacks.  It's counter productive in life, in marriage, in business.  Fear of losing causes people to not try their hardest for fear that it will not be good enough and that they are inferior.  Fear of losing causes people not to take risks to avoid the pain of loss and the accompanying questions. Fear of losing is fear of realizing that you may not be good enough, and that your self delusion about yourself will be shattered.

Millennials grew up in the "everyone is a winner" generation, leading them to a sense of unjustified self entitlement and bewilderment at their lack of success.

A statistical    approach to losing is an excellent way to understand losing.  In a sample of  trials, some will be losers, some winners.  It has to happen. Hopefully you will have more winners over time, and the wins will be larger than the losses.  The distributions of a few big wins, which total more than many small losses are hardest. A common distribution is lots of small wins, and a few big losses which is related to the fear of losing issue.

Was the loss due to bad judging, prejudiced judges, corruption, bad system, unavoidable (shit happens)  type stuff.  In ski mountaineering, you can be cautious, but there is unavoidable objective hazard, such as an earthquake while you are in the mountains.  

There are some good tangents. Mitigation of risk is big.  The subject of luck is a good one.  There are many things you can't control: some are favorable, some not, and they affect you and your life.  Was your so called success due to luck or skill?. Its the black swan thesis. What percent is luck, and what part skill?  Did you overcome your circumstances, and handcaps, or did you squander your talents?

Though I don't about it gambling is a good field to study losing as discussed by Kelly, our friend, Ralph Vince..

James Lackey writes

What evidence do we have to support the statement about Millennials?

We know my kids yours brooks vics Stephan Gordon and I'm sorry how many others here..

Oh sure I knew your not talking about me us but….I've been mentoring just out of college kids or drop outs and I've never experienced the generalized view.

However my son does have cohort frustration.That's not a win loss handle it emotionally issue it's a work goal reality issue

Sorry if I hijacked your thread

Ken Sadofsky writes:

Is the list dissolving; the decency of adieSau. would have been appreciated.

Cheers for alice. 1939 5 top films n more. what would vic say?

James Lackey writes

Did you take my comments as not fit for British Navy dinner table?

I'm certain it is US Army Officers club cool. 

Please explain why. 

May

2

Here is another anecdote about the heating economy.  I put my old sailboat up for sale the other day.  I got 2 offers within hours of putting it up for sale. I am trying to buy another boat.  I saw a nice one that was put up for sale, and it sold in under 2 hours.  Just saw another one… same, sold in under 5 hours.  I hear the same thing from my real estate friends, and now in the news about homes going into overbids, no contingencies, panic type buying.  

In past cycles, I remember real estate going up 10% a month for months at a time. 
I guess the unemployment figures the other day were good and Labogola'd the market up in the afternoon, but the juice didn't last through to today.
 

Also,  I was looking at new jet skis, but there are none in stock…all used inventory sold out.  Looking at outboard motors.

Same thing, no inventory anywhere, long waits from factory.   
 

May

2

It's anyone's game from her.

May

2

Finally a move through constructal 42000 to new all time high with maximum of big corp capture of crisis mentality. the gradual taking off of masks should exert a ebullience.

Sound waves from Andy Aiken and Vic's pod cast of April 28 exist but no sound has reached human ears. can someone help us transmit our hard thought efforts to the public.

Some biotech, crypto, and SP regularities , and discussion of whether government capital spending trumps private capital spending, - the ebullience of taking off masks, the invasion of individualism recedes 

https://studio.youtube.com/video/YdKrnKtII40/edit 

It seems to me that the 4200 level would be an apt time to revisit all the policies that will stifle innovation ,@ the mutually beneficial voluntary exchange that has led to the tremendous increase in prosperity and decline in poverty over past years . a good ref.

Bastiats parable of the broken window seems highly apt to me. all the 6 trillion of spending mite have led to more productive activates by the public as memorized by the followers of Bastiat, Hayek, Ridley, and Jeremy Siegel

May

2

The calm before the storm. ie one had to forecast it wouldn't be bull.. North Carolina where I visited two duke students in family invaded by snatchers. Duke itself a chimera of snatchers.

Everything that flows has in itself the tendency to reconfigure its path so that it flows more and more easily" - Adrian Bejan April 25, 2021 

In a meeting with Adrian Bejan on April 25, he added a a feature to his constructal theory related to market moves that I presented to him. the theory is that the market moves thru cataracts. - a waterfall followed by a temporary reduction in the flow to a new constructal 

mail.google.com/mail/u/0/#inbox?projector=1 

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