rogermunibond

@dinar spoken like someone who's never been in the school pick up queue.

https://www.ft.com/content/a0e54dd5-b270-42cc-8c4c-18a0b8b3e6cc AI agents working across various apps would make life easier for consumers, but destroy walled gardens created by app developers.

https://www.nature.com/articles/d41586-024-03990-2 Running out of data

Waluigi jokes are trending online

Pretty good history piece from Richard Koo on tariffs, trade deficit, capital account etc. https://www.ineteconomics.org/perspectives/blog/trump-tariffs-and-exchange-rates-the-message-of-elections-in-the-us-and-japan

CP still trading at a premium to NA rail but for how long? Use the sell off as a buying point. https://www.wsj.com/business/logistics/the-railroad-on-the-wrong-side-of-trumps-tariffs-51d1a1bc?mod=hp_lead_pos10

yeah I take that back. The UNODC 2024 report has a lot of data (not all of it good or even up to date but it’s the best available). Heroin addiction is a big problem in Iran, Afghanistan, Russia, Ukraine, Eastern Europe. Opioids is a much bigger issue in US, UK, Canada, Australia, Sweden, Egypt, Nigeria, India, Pakistan. 60 million opioid/opiate addicts globally.

Criminalization of possession and usage doesn’t work, decriminalizing and treatment doesn’t work, stopping supply doesn’t work. Maybe legalization works but I doubt it. What countries have very low or no illicit drug usage? Seems to me that the problem is a WEIRD one - western, educated, industrialized, rich democracies. Would the US population tolerate the death penalty for dealing and trafficking?

What about fentanyl entering from Canada? Anyone have data on that? Why can't we control our drug problem on the demand side? Have we given up on that?

Mike Judge's Idiocracy was prescient.

Elon's not alone on DOD priorities. Luckey and other SV folks are paying a lot of attention to Ukraine and Red Sea action. It's laying out a very compelling case on next gen war fighting needs. Suffice it to say that the direction is changing fast.

Not really. A little under half of Medicaid recipients are dual eligible - Medicaid/Medicare and retirement age. About 40% are employed. The rest are disabled. You could scrutinize Medicaid and SSI disability more. That's one road if there's disability fraud.

Test time compute - Nadella just referenced OpenAI's o1 model in his talk yesterday. Additional compute at the time of answering. Pretty cool. https://techcrunch.com/2024/11/20/ai-scaling-laws-are-showing-diminishing-returns-forcing-ai-labs-to-change-course/

Farm jobs, grain silos, meat packers, dairy farms, milk processors, cheese producers, food manufacturing plants, and on and on and on.

Encounter isn't the same as unauthorized living in the US. Many of the encounters are as follows: "Encounter data includes U.S. Border Patrol (USBP) Title 8 Apprehensions, Office of Field Operations (OFO) Title 8 Inadmissibles, and Title 42 Expulsions* for fiscal years (FY) 2021, 2022, 2023 and 2024. Data is available for the Northern Land Border, Southwest Land Border, and Nationwide (i.e., air, land, and sea modes of transportation) encounters."