Spending on Computers

MICROSOFT 1Q CAPEX SEEN AT MORE THAN $30 BILLION.

I am planning to upgrade my computer (CAPEX 700 dollars)

I have never seen such a ferocious competition as the AI product.

Investing Advice

Artificial intelligence (AI) investing is still one of the best growth stories in the market. The amount of money flowing into this space is incredible, and with the results that many companies have announced recently, it's clear that this success will be ongoing for some time.

The Economist explores my long-time conclusion: the relationship between risk and return simply is not there.

Instead of pricing assets by their variance, investors price them according to two fears: fear of loss (FOL) and fear of missing out (FOMO). Whereas risk is measured by variance, FOL refers only to its downside (or “semivariance”). An asset inspires FOMO if it has the chance of wild, unexpected gains that those shunning it might miss. This is measured by the “skewness”, or asymmetry, of its return distribution.

BuSab Instructions

 

Incredible, during WWII, there was a real Bureau of Sabotage (BuSab). See two pages of their manual of sabotage. The “Simple Sabotage Field Manual,” published in 1944 by the Office of Strategic Services (the predecessor to the CIA) to train citizen-saboteurs in Nazi-occupied Europe.

They did not return from Auschwitz

Klein Gyula (60) was my grandfather. The Klein and Kertesz were all relatives deported in August 1944.  

Miracle in Samaria

 Exactly 20 years after it was uprooted and several months after the government approved its resettlement, the uprooted families of the Samaria village of Sa-Nur and young couples have formed a core resettlement group and are organizing to reestablish the community.

Jewish mtDNA

 

The Ashkenazi group shows a foundational effect, with very few (maybe four) Western European females founding the community. The Sepharadi communities also have foundational females. The small Belmonte and Caucasus communities all have one or two "mothers", but also the Iranian and Iraqi Jewries show four or five local women responsible for half of their population. Moroccan and other North African communities have no founder effects, and interestingly, they have no Sub-Saharan introgression that is common in the host populations. The Ethiopian group is 100% African, with no connection to other Jewish communities. 

How is it that after a few hundred years of foundation, most of the female mtDNA lines disappear, and only a few survive? Do the missing ones die off, assimilate, or never come into existence? Apparently, selection acts most strongly on the females. 

CLAUDE the AI says that the reduced number of female founders in isolated communities is because of genetic drift, by pure chance. After ten or so generations, the number of surviving lineages is reduced by half.

Nitazenes

 Nitazenes are synthetic opioids considered 10 times more potent than fentanyl, and some variants can be 800 times more potent than morphine and 40 times more potent than even fentanyl. It is starting to appear in the illegal drug market. It is terrible, causing accidental deaths.