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Addison Mauldin
Decided I should put a top-level explanation here. This was originally just my Xerion research log, and some notes about some APL & GNUplot apps I ported to Android. But I started keeping daily notes (the Xerion neural-network stuff and the other AI research is oriented to financial markets, as I need to trade to pay the bills. So I started keeping notes here. And then it got sometimes political, as I saw political activity destabilizing most attempts at financial market analysis - AI or just plain old hum-int.. Since my site is self-financing, and not subject to censorship (like Google and Facebook are), I decided to just try to tell the truth.
If you operate in the self-financing sector - if you are not a government worker or a teacher - you have to feel a quiet rage at the sad failure and profound dishonest that characterize Federal political actions now.
We might have been able to skate thru this very rough patch, if we had build up some resources and set aside some funding to deal with a disaster like this falling on us. But we don't have that "rainy day fund" - just a massive debt that will be added to, as our currency collapses. With $15 oil, a completely shut-down labour market, and an economy already being held hostage by rail and highway-blocking economic terrorists and other forms of political parasites - we face an almost perfect storm of economic failure now on all fronts.
It is profoundly important that we make political changes as soon as possible. A profound "parasite sector" has not just been allowed - but actively encouraged - to develop and thrive.
Doubtless hundreds of billions will be allocated to economic terrorists, fraudsters, political cronys, and other Liberal hangers-on. The bill for this madness, will be sent to the few folks who actually operate independently and try to survive by self-financing their efforts. Trudeau says he is "on it". This fellow is both the architect and part-author of this disaster. All he is doing is standing on it.
This is all just so wrong. The whole idea of running an economy and a nation is to set aside wealth and resources during the good times, for use when we have disasters and hard-times. But the Liberal operatives and government cheats who swan around on the taxpayers fisc in Ottawa, never do this.
Regardless of the death-rate we face from the coronavirus, maybe some small good might come from it. The events here now, may let people see that we absolutely *must* change how we do things in this country. The continous fire-storm of bad policy and profound, ongoing serial failure that is generated the by the Liberals who are holding power in Ottawa should be ended.
We absolutely must make a change, and attempt to restore some sort of economic sanity to the Federal finances, otherwise this nation will almost certainly break apart. It won't just be Quebec that removes itself - Alberta will act to leave two days after Quebec does. Federalism - under the Liberals - is showing itself to be a model for economic failure and political dishonesty. Liberalism does not work. It resembles a classical scam, run for the benefit of the economic parasites who want a funded-life, and don't want to pay their own bills.
We don't have to always be foolish, and remain embedded in this Liberal failure-model where these leftist-cheats and fraudsters always take over and destroy the working economics, and then damage and degrade our future chances for prosperity.
We must restore economic sanity to our Federal finances, and elect a government that represents those Canadians who work and want to work - not just the failures, the scammers, and the economic parasites. Those people will always vote Liberal. But the rest of us need not do so.
[Mar. 20, 2020] - Bring on those Lazy, Hazy, Crazy Days of Summer.. - Days of poverty, biscuits and beer? Spring starts today. Maybe we could just climb into the stasis-chamber, and wake up in June or something? Normally, we *love* spring, but things are looking a little strange this year. I can tell it's getting strange, just by the number of scam calls the land-line is generating. Any vector to a port in a storm, I guess. It's already like the 1930's, in that scam-scum fraudery seems to be the only growth industry. That, and government taxation. All else is secondary.
[Mar, 18, 2020] - No Soup for You! - It is just getting so weird, that humour is our only remaining defense, I fear. Not feeling well. Didn't actually have any Irish Whisky yesterday, perhaps that is why?
The pools of liquidity are drying up. I watched the field at our farm, successfully drain away all the snow melt-water that had accumulated in a big pond. Three geese had been swimming in the pond for the last few days, and also feeding there. Today, they looked at the almost dry pond-bottom, and just stood there staring at it. I could see their thoughts: "Where the f**k is our godd*mn WATER!??"
You just have to realize - that a time can come, when not just some - but *ALL* your liquidity drains away, and all your emotion and anger will not bring it back. The field will completely dry, and it shall be plowed and planted. That pond is *GONE* guys, and you had better realize this, and not build a nest near it, lest you - and your little Geese family nest, with it's little nest-eggs, will be obliterated.
This is a hard lesson for any of us to learn, is it not? No amount of politician talking is going to restore the world to what it was, only a short while ago. The violence with which so much wealth has been just vapourized, will remain for a long time. Once, I wrote a note, suggesting that we really need dividends to yield around 8%, to compensate us all for the risk we take on when we buy stocks. This is true - and it remains true, regardless of where the central bankers set their administered interest rates.
The world is a very risky place, and you can be handed your head at just about any time, if you do just about anything. And after a while, you will just die. This is the truth of things. THere is no escape from these absolute facts. You will die, and probably, so will your portolio, at some future point. This reality cannot be escaped - except by making it happen.
Such is the way of the world. No godistic nonsense, or phony talk from fraudsters will alter this truth. Live well, invest wisely, and be good to everyone you meet, and all whom you care about. We are all just prisoners in a car being driven to the point of our execution. Lets at least try to enjoy the ride! :)
[Mar. 16, 2020] - Welcome to Planet Oran. - Reading a copy of "La Peste" (in English), the most excellent novel by Camus. It is a strange and unique sensation reading this story that was written in the 1940's - and yet the first part of it feels like reading last month's newspapers.
I am so reminded of the Chinese doctor - his name was Dr. Li WenLiang. This was the honest and honorable medical man who first warned the Chinese authorities about the Coronavirus - on Dec. 30, 2019. He was told by Chinese Police to "stop making false comments".
But it is Dr. Li WenLaing, who was one of the first. And the authorities shut him down hard. He continued treating patients, but contracted the virus, and then died. Here is the BBC story confirming his death, Feb. 7th, 2020.
He was a true, authentic hero. And his death is a tragic outcome, on so many levels. But what sets him apart, is that he knew, and he tried. And despite knowing what was likely to be the response - he tried anyway. He didn't just die to help his patients - that happens to many good doctors - he also tried to do what truth required him to do, despite the stupid response he got from the authorities - who were in obviously no position to know anything about the accuracy of his medical comments.
Just like when Dr. Rieux tried to warn the city authorities in Oran, and they were skeptical. And just like Oran, the climbing death-rates - the hard numbers - finally convinced authorities to take action.
The Chinese did the right thing, once the numbers made it clear - but their "Dr. Rieux" died, while treating patients. He became infected, and died. This makes me sad - because it confirms that the world cannot really change or be improved - as much as it does because a young and good man, died.
"...Rieux was caught off his guard, and we should understand his hesitations in the light of this fact; and similarly understand how he was torn between conflicting fears and confidence. When a war breaks out, people say: "It's too stupid; it can't last long." but though a war may be "too stupid", that doesn't prevent it lasting. Stupidity has a knack of getting its way; as we should see if we were not always so much wrapped up in ourselves."
I am reading Stuart Gilbert's translation of "The Plague". It's well done, and worth reading. And does it just not put it's finger on the 21st century? "Stupidity has a knack of getting its way". Could any other single sentance describe our modern world with more accuracy? :/
DJIA down 3000 points. The robot-market is slewing out of control. We remain long, and have added to positions - even taken a tiny bit of leverage - but it has been a bad decision, it seems. The stock-markets are pricing in a 1930's style collapse in demand. Certainly, this is starting to look possible. The infection numbers will tell the story this week. But in Canada, I am not seeing any evidence of testing. What is measured - is managed. But we seem to manage by not measuring. Such an old strategy...
[Mar. 15, 2020] - CoronaViral Press Conference: Vice President Mike Pence Gives Up date on response. Seriously - this was the tag/hook line for a CBS News Story in the Google News aggregator thing. Hilarious. We got the bait, and we get the click, eh? I laughed like Mozart.
When I was younger, I studied the calculus-math-models of plague progression, once many years ago, the result of auditing some university calculus classes. The young female professor allowed me to attend the classes, to improve my poor understanding of the mathematics I needed to pass/understand my economics courses. This was Math Department at University of Waterloo. The Pink Tie. The 24hr bridge games. The giant Model 75, with it's water-cooled memory, which we were using to save and create the new world. I was just a hanger-on... a rather slow fellow from the other side of the campus who had to struggle to understand that stuff the smart guys could soak up like sponges. But as a dumb-kid, I learned to pay attention. I had a curious natural talent for programming. Suddenly, this was useful...
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