Tag: Stress

Categories
Finance Politics

Day 1558 and Basis Point Bullying

I’ve tried not to pay too close attention to the panicked aftermath of the new tariff regime.

I don’t trade the public markets actively and we’d already made preparations in our personal financial lives for a deleveraged dollar. It seemed clear where things were headed and weakening the dollar solves a couple problems for America.

I am a free trader. I believe in open markets as the most effective means we currently have at our disposal for large scale coordination that works with human nature.

Nevertheless the allure of central planning and collectivism is hard to resist for those in power. The market will adapt and find other ways of allocating assets but the wasted energy of a crisis frustrates investors. Damming the waters only impeded flow.

Each basis point drop saves America 1 billion according to Secretary Bessent. So we’ve an incentive to nuke 30 basis points and keep yields low. And yet the 10 year is still stubbornly high.

The exorbitant privilege of Bretton Woods comes with the fears of a centralized currency managed by technocrats who must give guidance to markets without providing too many surprises.

I grew up with a significant amount of skepticism around the federal reserve and its places to hippie parents and the University of Chicago but even I never thought I’d live to see this kind of test. And I am a Bitcoiner! Maybe Silicon Valley will finally find out what bargain we have with Uncle Sam.

Categories
Culture

Day 1557 and Care and Maintenance

The first stress test of our brave new order has arrived and the markets are pissed. Millennials will notice it shortly as tariffs are hitting Internet native homoglobo products particularly hard.

Many bills are coming due. And when you’ve let things go for too long it’s hard to maintain your current needs let alone build for new ambitions. America has a lot of debt and it’s time to crash the dollar.

But perhaps we can’t take care of anything in our lives and the currency is just a small part of our issues. The tariff crisis is a symptom of a wider issue of value in our own lives. We don’t treat any of the things in our lives as if they have value.

“Can the average house be maintained by the average person?” sounds like a nonsense question at first blush but I think it’s an important one?” Simon Harris

This is a problem across all areas of our lives. We don’t know how to maintain anything. It’s not just housing. People don’t know how to care for wool, leather or textiles any longer.

Many items in our lives are meant to last with care and maintenance. But these skills aren’t passed down any more. We stopped mending at home and it’s bubbled up from there.

Categories
Politics

Day 1556 and Market Mania and Mold

I’ve had a week of poor sleep that feels like it’s catching up with me. My mood is sour and my mind is mush. This sort of state leaves me with anxiety.

The running joke in the family is that anytime the markets are about to go off I feel it in my body long before it hits the Bloomberg terminal.

I vividly remember the day Silicon Valley Bank collapsed as I had a terrible migraine. I had a sense in the days before I can only describe as snowblind. An informational blizzard of such density and intensity it turned every vantage into a blinding sameness.

It’s possible I’m a mess as the whole week was a mixture of market mania thanks to “Liberation Day” tariffs along with other personal life challenges like mold remediation.

I feel anxious about everything which is to say I am not anxious about anything. It’s simply pervasive. If past market issues caused snowblindness this feels more like swamp gas. It stinks, is favored by conspiratorial types and is a fantastic excuse for seeing things you shouldn’t.

Categories
Aesthetics Culture

Day 1554 and Complex Coordination

I’ve never been much for listening to music while I do work. I’ve always found it distracting if not downright annoying. I don’t really believe I’m capable of multitasking. If a task requires my focus and coordination it will get the sum of it.

I’m not convinced anyone is particularly good at it if the studies on focus and multitasking are to be believed. Task switching costs, reduced cognitive efficiency and mental fatigue are typical indicators of the distraction of multitasking.

I was given a reminder of the strain of complex coordination as I was relaxing last night. I enjoy Star Trek: The Next Generation and found myself rewatching Data’s Day,” Season 4, Episode 11 in which Dr Crusher teaches Commander Data how to dance before a wedding.

Being an android, Data is able to easily mimic the doctor’s movement after being shown them. But as he learns to the nuances involved in waltzing with the partner he tells doctor (paraphrasing)

“This is complex set of variables to coordinate”

“Try to act like you are enjoying it!”

As Data tries to integrate the dance moves, their joint body language, the changing direction, and variable speeds you get a visceral sense of why embodied compute requires more processing than intelligence tasks. The final challenge? Smiling while coordinating it all.

Resting Android face? Data tries to smile while waltzing via Memory Alpha
Categories
Chronic Disease Medical

Day 1552 and Mold Updates

Over the winter we did a mold test on our bedroom after I had had a batch of sub-optimal bloodwork and flares in my autoimmune condition. We wanted to be thorough in assessing potential reasons for any issues from environmental to pharmaceutical.

I was suspicious that mold would be a culprit. Or perhaps I did not want it to be a culprit. Mold has always seemed like an excuse the professionally sick lean on like a crutch. You can imagine some worried well Goop reading white woman blaming mold.

I don’t know if this is engrained ableism on my part (lol) but no one wants to be that annoying sick woman with the litany of vague issues plaguing her life. And yes I fear this about myself because I do have to manage an autoimmune condition.

So I went into mold testing with some cynicism. It’s mike making a claim you’ve got a diagnosis of fibromyalgia. Sure both mold and fibromyalgia are real but I’ve learned from experience that you must avoid both lest you be seen as someone unserious.

The wall next to bed.

Alas it has turned out to be serious. It took most of the winter to work through the breaking down the walls part but once Alex began pulling back the walls it was dramatic and easy to spot.

The bedroom getting ripped apartment.

As it turns out the wall on my side of the bed has quite a bit of mold types growing happily. As best we can tell it must be some type of small leak in the pipes.

Gnarly white spores

There’s a couple hydronic heater pipes right by the baseboards so the current theory is maybe one developed a tiny pinhole leak for a bit that sealed itself back up. Don’t ask me about that one as it’s on Alex.

His plan for now is to remediate it, patch things back up, fog the room and have the carpets steam cleaned. Which is a bigger job than we might like but much better than it could have been.

Categories
Politics Preparedness

Day 1550 and Fools, Drunks & The United States of America

Americans are mere days away from the dreaded April 2nd tariff reveal and the mood could not be more sour.

If only America was a few good zoning reform bills further along. Then we could house 700 million more people and our Abundance bro moderate liberals would be in a better mood. Alas it’s easy dunking for most of us when Matty Yglesias weighs in late to the party

I’ve spent the last half decade preparing for a more chaotic world. How it would play out and what would be the driver was anyone’s guess.

I made plenty of bets that energy, compute, and decentralization would be the way in a multi-polar world, but I don’t want to count America out just yet. That’s why we made our last stand in Montana.

“God has a special providence for fools, drunkards, and the United States of America.” Otto von Bismarck

The amusing bit of Trump’s mercantilism is literally only he and a small band of trade administration aids actually think this is sensible economic policy. While I know a tariffs bro personally and I appreciate him as a friend they know I think this approach is dubious.

You know it’s bad when even the king of outlier events Nassim Nicholas Taleb is fretting for Treasury Secretary Bessent. Who is at least qualified to manage the a massive currency crisis.

“He probably gets that whether tarifs make or don’t make sense is irrelevant: any ABRUPT introduction of steep tariffs must lead to a CASCADING & GENERALIZED price action.”

We are damned if you do not because tariffs are the wrong tool for this moment (though most of them are) but because markets like predictable things and cascading price action everywhere makes us dizzy.

Rather like the drunks and the fools mentioned by Bismarck, we’d better hope providence provides in this topsy turvy moment.

Categories
Politics Preparedness

Day 1546 and Present Ephemera

I am backing off some of my “current thing” hyper vigilance for a moment. I need to shake off the noise and find my signal.

The band of possibilities is simply so wide that it feels pointless to react. Who you are will determine everything from here. You must go into the future based on your values. I must strip back to see myself clearly.

The complaints about our geopolitical moment (true and righteous as they may be) are set against a great power conflict that will play out over multiple decades of technological change.

It’s yet unwritten though I have some ambition that we can all play a part in the restructuring of a knowledge abundant world.

The trouble with accelerating into the turn is the sheer stress. We know we need change but how we achieve it is messy.

It seems in some areas we will take the low road. It is a reasonable worry that we are seeing all of the downsides of American choices while the upsides are harder to see. I feel as I’ve only seen the fears I’d had and the changes are made at great cost.

We fucked around and it is finding out season. The present is all ephemera. I need to hold it lightly. The stress it induces serves no purpose. It will pass. I will adapt.

Categories
Internet Culture Media

Day 1543 and Buffering in the Network

Being that so much of modern work is done online it is a challenge to ever really unplug. I feel as if startups, finance and media have it particularly bad.

I try not to let myself burn out on the dopaminergic waves of the network. But I am a citizens of the internet and just like Molly Millions I’m suffering from the central nervous system stress the Cyperpunk future promised us.

I am however going to attempt a pull back to refocus myself so that I don’t get pulled by the strong currents of the network. A lot of low roads will be traversed between here and wherever we land.

Categories
Medical

Day 1541 and Mycotoxins

One of the more exhausting problems that arose over the winter was mold contamination in our master bedroom and adjacent rooms.

It’s taken six weeks to get in the right folks for testing and assessment. We’ve not been able to start remediation as the best option for the job isn’t available.

Alex has been able to negotiate access to the various necessary tools to begin but it’s quite a bit of work to DIY during which I’ll need to be out of the house.

Working through cleaning all of the clothing and other sundries in the closet is also a massive project. Our dry cleaner is going to make out like a bandit.

However the worst bit of this has been the anti-fungal course of antibiotics my physician recommended prophylactically as during all of this we’ve been suppressing my immune system (with some negative side effects) as part of a medication protocol change.

I swear I can feel whatever mycotoxins may exist in my biome fighting the drugs. I’ve had an astonishing array of negative intrusive thoughts that don’t feel like my own. You have to wonder if my ride-along mycelium simply don’t want to lose their host.

Categories
Aesthetics Culture Politics

Day 1537 and Copy Cats

A friend of mine has managed a career as a tastemaker of the sort that hardly exists any longer. It’s hard to find a term that’s even appropriate without both identifying them and understating the power of their influence.

Influencing the direction of culture isn’t so much a job as a point of view with a paycheck. It used to be a bit simpler. We had a hierarchy of influence caped by physical realities.

Maybe your pastor or your employer influenced your daily culture. Even when I was younger it wasn’t much broader than your local news and what you could get at the library. Now we live in a mass market of influence.

Influencer, creator, journalist, editor, blogger, hell we even have Twitter accounts that move culture now. So it’s not surprising that it can be hard to keep track of who is truly influential and who is just popular.

Being heard out and being really listened to and considered are very different things. It’s a weird moment for taste. Especially culturally. We keep having vibe shifts. The people who are paid to make sense of it all are as clueless as the rest of us.

The only thing anyone can seem to agree on is that it’s all very chaotic. Which is a point of view with which I’m quite familiar. And naturally that unsettles me. Once everyone agrees on a cultural moment is exactly when the tastemakers look for something new and when the masses really come with the big bucks.