NnnnotSoSmart

Taking his cues from Trump, Carney's renovating the "Canadian Whitehouse". Canada’s Most Famous Fixer-Upper—the Prime Minister’s Home—Is Getting a Makeover https://www.wsj.com/world/americas/canadas-most-famous-fixer-upperthe-prime-ministers-homeis-getting-a-makeover-1a5b2b6d?st=85eDLt&reflink=desktopwebshare_permalink

Wine Review: Eh? Vineyards 2023 Canadian Cabernet Sauvignon – “Maple Leaf Reserve” - This bold Canadian Cabernet Sauvignon from the frozen vineyards of Ontario (or perhaps that one plucky plot in British Columbia that pretends it’s Napa) pours a deep, almost apologetic ruby into the glass, the color of a Mountie’s jacket after a long winter of regrettable decisions. On the nose, it leaps forward with restrained enthusiasm, offering notes of blackcurrant, vanilla, and a distinct whiff of duty-free regret.On the palate, the wine delivers a medium-plus body that’s surprisingly assertive for something that probably spent its formative years under three feet of snow. The fruit is there—ripe plum and cherry—but quickly yields to the unmistakable terroir of the Great White North. I detected clear echoes of poutine gravy (that salty, beefy umami that clings like snow to a parka), followed by a mid-palate surge of maple-glazed bacon that somehow pairs with the subtle char of a perfectly scorched Nanaimo bar crust. The tannins are firm yet polite, much like a Canadian apology delivered after accidentally bumping into you on the sidewalk.What truly elevates this Cabernet, however, is the haunting finish. Just when you think it’s a straightforward New World red, it reveals a wild, gamey undertone that can only be described as moose droppings—earthy, slightly musky, with a lingering essence of “I just trekked through the boreal forest and this is what my boots tasted like.” It’s as if the grapes were gently misted with the essence of a majestic woodland creature that wandered too close to the fermentation tanks after a night of questionable lichen-based decisions. Overall, this is a wine of surprising depth, comic overtones and humorous in its presumptions, scoring a solid 87 points. Perfect for pairing with your next hockey riot or a quiet evening questioning your life choices while eating Kraft Dinner by candlelight. Grok is amazing.

Southern Canada has some nice farmland we might need if things get warm and dry down here. I'm sure Trump and Carney are working on it. If Carney ever wants to return to Goldman Sachs, he's gonna have to compromise.

Does anyone in their right think the Parisians are going to stop drinking? Good luck with that. Paris restricts alcohol consumption and sales as Europe's heatwave shifts east French authorities have announced public alcohol consumption and sales bans in Paris, in a bid to ease pressure on the capital's hospitals during the heatwave. https://www.bbc.com/news/articles/cwy0pdq89zno

Planetary Intelligence: AI Leaves the Internet, Moves Into Space, Earth Gets a Nervous System This episode is about the collision of Earth intelligence, orbital compute,

OK, so humans can ultimately live on Mars, but they can't live on an earth that is 5-10 deg C warmer? Me thinks you're underestimating humans. But you're right, the robots would likely help us survive...if they chose to keep us around. Grok: An Earth that is 10∘C (18∘F) hotter than pre-industrial levels represents an extreme climate shift, akin to the Early Eocene period 50 million years ago. At this temperature, the equatorial and tropical zones would experience frequent, lethal "wet-bulb" temperatures (where heat and humidity make it physically impossible for the human body to cool itself through sweat), rendering the mid-latitudes largely uninhabitable for unprotected mammals. Furthermore, the complete melting of global ice sheets would raise sea levels by over 200 feet, entirely reshaping the continents. For humans to survive in significant numbers, civilization would have to structurally adapt. Here are three realistic scientific scenarios for how humanity could live on such an Earth: Scenario 1: The Polar Exodus (The Circumpolar Civilization) In this scenario, humanity undergoes a massive geographical migration, abandoning the tropics, subtropics, and traditional mid-latitudes (like the US, Southern Europe, and Central China) to aggregate entirely around the Arctic and Antarctic circles. The Environment: The poles, once icy wastes, transform into the planet's new temperate zones, with average annual temperatures resembling modern-day France or New England (10∘C to 15∘C). The Arctic Ocean becomes a ice-free, bustling Mediterranean-like sea. Human Life: Humanity builds high-density, highly urbanized megacities across northern Canada, Siberia, Scandinavia, Greenland, and the newly exposed bedrock of Antarctica. Agriculture & Economy: Because standard topsoil takes millennia to form, agriculture relies heavily on indoor vertical farming and massive hydroponic facilities. Outdoor farming is limited to specialized, fast-growing crops that can survive the intense, 24-hour sunlight of polar summers. The global economy centers around maritime trade across the open Arctic and the extraction of resources long buried under ice sheets. Scenario 2: The Subterranean & Nocturnal Shift (The Sub-Surface Niches) In regions closer to the equator where geopolitical or structural reasons prevent migration, humans adapt by moving underground, shifting the entire rhythm of human life away from the blisteringly hot surface. The Environment: Surface temperatures regularly exceed 50∘C (122∘F), with hyper-humid coastal zones triggering fatal wet-bulb events during the day. The surface becomes a hostile desert or an ultra-dense, chaotic jungle populated only by specialized, heat-tolerant reptiles, insects, and flora. Human Life: Civilizations carve out massive, interconnected underground subterranean cities, leveraging the earth's natural thermal insulation to maintain manageable baseload temperatures. Surface travel, heavy industry, and automated maintenance are conducted almost exclusively at night, when temperatures drop to survivable—though still oppressive—levels. Infrastructure: Humans become an indoor, technologically insulated species. Power is generated heavily via surface solar arrays (which thrive in cloudless desert belts) and routed downward to drive massive cooling, water-desalination, and air-filtration networks. Scenario 3: The Automated "Ecomodernist" Enclaves (The Controlled Biospheres) Rather than moving underground or migrating to the poles, humanity uses hyper-advanced engineering to isolate itself from the environment, constructing closed-loop, climate-controlled hyper-cities. The Environment: The planet's climate is unstable, characterized by hyper-canes (extreme category-5+ hurricanes fueled by ultra-warm oceans), massive dust storms, and unpredictable weather systems that destroy traditional infrastructure. Human Life: Humans live inside heavily fortified, dome-covered megastructures or sealed architectural enclaves. These cities operate like permanent space colonies on Earth, dynamically regulating internal temperature, humidity, and atmospheric composition. The Technological Lifecycle: Human survival depends entirely on automated AI systems, advanced robotics, and nuclear or fusion power to maintain the colossal energy grids required for life support. Raw materials are gathered from the harsh outside world via automated drone fleets, and food production is entirely synthesized in industrial lab facilities (cellular agriculture, bioreactors, and synthetic protein generation), severing humanity's reliance on the outdoor biosphere.

Grantham is certainly a nut job. His crazy and glaringly unscientific obsession with "climate change" is evidence of it. A Grantham quote from an interview in 2022: "It strikes me as utterly trivial and only producible by economists. [...] The guy who got the Nobel Prize for it [William Nordhaus], for his work on climate change — actually he spelled it out. He said, 'Even if there was 10 degrees centigrade, it would only cost something in the range of 10 percent of GDP.' To which I say, 'Dudes, we will be long gone as a species at 10 degrees centigrade.' It is quite obvious at 1.1 [°C] that we are already having trouble. At 2, we will be struggling and societies will fail here, there, and everywhere. At 3, in a sense, forget about it [...] At 10 degrees . . . You cannot find a serious climate scientist who would bet that society, as we know it on a global basis, will still be around at 5 degrees centigrade. I have met a lot of them, and I ask them this question. Not one thinks we have any material chance of a stable society at 5 degrees centigrade." https://conversationswithtyler.com/episodes/jeremy-grantham/ In a 2012 Nature commentary, he urged climate scientists: "Be persuasive. Be brave. Be arrested if necessary. This is not only the crisis of your lives — it is also the crisis of our species' existence." He argued understatement is more dangerous than overstatement for this issue. https://yaleclimateconnections.org/2012/11/financier-jeremy-granthams-be-brave-advice-to-climate-scientists/

Added to my position yesterday. Don't be too hard on me. Remember I'm...

The private placement was done at $351.8 per Class A and $348.2 per Class C share. This increases BRK's GOOG(L) position by 50% above the latest 3/31/26 13F.. During April: GOOGL traded at prices ranging from $291-348/share. GOOG traded at prices ranging from $290-340/share. Those prices are less than what BRK paid in the private placement. The probability that they picked up additional GOOG(L) shares in the open market during April is greater than zero. We'll see... .

Saaspocalypse? Or just software back to market multiples? Slide below. Starting at 10:52 Gerstner: Most of these software names are trading at a higher multiple than NVDA. NVDA is trading at 13 times earnings for a company that is growing at 70%, for the thing that is the most essential thing to AI. And yet arguably AI challenged software is at twice the multiple.

There went the money for next year's Australia/New Zealand cruise...

No doubt. MU is cheaper than NVDA. I own both. NVDA arguably has a stronger moat than MU. I wouldn't be surprised to see someone (NVDA?) develop a HBM "work around" where suddenly memory needs are dramatically reduced. Folks are working on it. GPUs and CPUs will remain core to the AI story and NVDA will continue to dominate that space.

Hope you're right. Can't stop my trigger finger. Fortunately, running out of cash. Can't buy much more.

I need help..

Glutton for punishment... May-27-2026 SEP-IRA ***5040 YOU BOUGHT NVIDIA CORPORATION COM (NVDA) (Cash) Date May-27-2026 Symbol NVDA Symbol description NVIDIA CORPORATION COM Type Cash Shares +709.000 Price $211.00 Amount -$149,599.00 Settlement date May-28-2026 -$149,599.00