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Daily Archives: March 11, 2023

“if you looked at the returns since 1920 to all stocks ever traded, the return is only slightly above that of T-bills, very short-term and low-interest Treasury securities.”

Posted on March 11, 2023 by jgordon

Link. The starting point matters a lot.

Posted in share | Tagged pinboard

Selma 58y ago: “That night, a white mob beat to death a Unitarian Universalist minister, James Reeb, who had come from Massachusetts to join the marchers …. Viola Liuzzo, a 39-year-old mother of five who had arrived from Michigan to help after Bloody

Posted on March 11, 2023 by jgordon

Link. DeSantis and the Christian Nationalists want to bury this history.

Posted in share | Tagged pinboard

1995: “… how long the transition from IPv4 to IPv6 would take, from an optimistic six-month rapid cutover to a hopelessly pessimistic view of a protracted ten-year transition”

Posted on March 11, 2023 by jgordon

Link. About 1/3 of the way 28y later. Prediction is a mug’s game.

Posted in share | Tagged pinboard

“women who used hormone therapy showed a small increased risk of ovarian cancer. I don’t know if that’s what caused my cancer, but I wish I’d seen this research earlier.”

Posted on March 11, 2023 by jgordon

Link. This is why, despite all the literature and pop articles saying we should do it, physicians are very reluctant to treat menopausal symptoms with estrogen. Because we will get blamed.

Posted in share | Tagged pinboard

Common Misconceptions of US-China Competition

Posted on March 11, 2023 by jgordon

Link. An excellent framing and corrective.

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Aaronson reassures about the near AI future: “I don’t yet know whether I’m on the humans’ side or the alien’s, or both, or neither!”

Posted on March 11, 2023 by jgordon

Link. This would not reassure most people. His further efforts are a leap of faith and, for worse and better, the greatest disruption since fire and language.

Posted in share | Tagged pinboard

Silicon Valley Bank run: an odd bank, a normal run.

Posted on March 11, 2023 by jgordon

Link. Simpson reassures. My takeaway, however, was that it was Thiel and SV libertarian ideology.

Posted in share | Tagged pinboard

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