British Columbia

Day 92 – June 16, 2020

A little after 10am on the morning of December 17ᵗʰ, 1903, upon Kill Devil Hills in Kitty Hawk, North Carolina, Wilburn and Orville Wright flipped a coin. Orville won the toss, thus putting him in the historical category reserved for people like Neil Armstrong. Wilbur was the Buzz Aldrin of this metaphor. It’s incredible to think that it was only 66 years between that first powered flight that morning (4 flights that day, Orville and Wilbur alternating turns at the controls), and walking on the moon.

The Wright Brothers had built their flyer in Dayton, Ohio, and secretly moved it to the coast in October, where they rebuilt it and tinkered with it until it was ready. What’s interesting, and what, to me, is perhaps an even better argument against the possibility of time travel (at some point, I wrote about how’d you materialize in the middle of outer space because the earth will have moved — a lot — even if you only travel a tiny fraction of a second), is that when they flew that day, there were only 5 other witnesses. If time travel were possible, what a “time-tourist-destination” that would be. Kill Devil Hills would be covered with millions of people hoping to see this with their own eyes. I’d be one of them.

Indeed, if you were given a time machine, but you could only use it once… go somewhere in time, and then come back today… would you go backwards, as per above… or forward, to see that the future looks like?

To me, it’s a no-brainer… I can read about the past from many different points of view and build some understanding. But the future? Like how incredible would it be to see where things are at in 1,000 years? I’d be all over that. Which brings us to a great word of the day…

Ellipsism: (noun) A sadness that you’ll never be able to know how history will turn out.

I think that’s what I felt this morning reading a very interesting article in The Astrophysical Journal, which talks about another interesting “way-out-there” scientific topic: Life on other planets.

These guys did a lot of fancy math, based on some well-thought-out premises and assumptions, and came up with the number of civilizations in our Milky Way Galaxy capable of interstellar communication. That number turns out to be… 36. Plus 175 or minus 32… so, for sure, somewhere between 4 and 207. And take that “for sure” pretty lightly, because, at the end of the day, who the hell knows.

But man, would I love to know. As far as we know today, there’s almost certainly intelligent life out there. But what we also know, warp drives and other cool science-fiction technology notwithstanding, is that given the fabric of the universe, we may never know. Albert Einstein came up with some theories more than 100 years ago, and no one has managed to prove him wrong. Nobody is exceeding the speed of light anytime soon (ie, ever), so, at best, maybe a few radio communications… and we’ve been sending messages out, on purpose or not, for maybe 100 years. We’ve been listening too, but haven’t really heard much — with a few curious exceptions over the decades… unexplained, but not proof of anything. The best case scenario would be finding intelligent life 4.4 light years away, at our nearest star system (Alpha Centauri, made up of three stars and a bunch of planets). Many people have been listening in that direction, but we’ve heard nothing of interest.

It’s frustrating, because that’d the best case scenario, but it would still take almost a decade for a quick back and forth. And what would that even look like…

Us, in 2020: “Hello, hello, is there anybody out there….”

Aliens, in 2024: “⍝⌷⌿⍝⌵⍰⌼⌹⍊⍠⍏⍛⍘⍙⍎⍜⍁⍚⍎”

Us, 2029: “YES, HELLO!! WE ARE HUMANS ON EARTH!! WHAT’S UP!!”

Aliens, 2033: “⌻⌾⍊⌶⌸⍙⌷⍎⌺⍞⌶⍑⌼⍀⍁⍝⌺⍏⌾⍞⍝⍣⍰⍖⍚⍣⍏⍡⌼⌺⍋⍋⌼⍕⍏⌶⌶⍂⌻⍝⍟⍋⌽⍕⍏⍢⌿⌼⌵⍉⌼⍂⍖⍯⌵⍊⍣⌸⍡⌺⌮⌹⍡⌮⍝⍘⌸⍁⍒⌼⍏⌸⍒⍊⌺⍝⍋⍣⍁⍁⍢⍢⍕⌽⍏⍒⍏⍕⍯⍙⍚⍑⍟⍢⍣⍉⍡⍎⌹⌸⍁⍙⍙⌻⌸⌻⍚⌼⍑⍞⍘⌹⍉⍜⌼⍛⌽⍚⍒⌶⍜⍞⍒⍚⍚⍜⍙⌭⌻⌻⍖⍁⍟⍝⍊⌾⍚⍋⍖⌿⌽⍜⌭⌺⌭⍢⍜⍋⍕⍁⍑⍎⍋⍂⌼”

Us, 2037: (sigh)

And of course, the relevant and expected closing to an essay like this… how can we be searching for intelligent life out there when it’s already so difficult to find around here, ha ha. It’s interesting to think about, how on some alien planet a zillion miles away, aside from the scientific alien-searching intelligent brainy aliens, there are also stupid aliens. Conspiracy-theory-believing aliens. Aliens who won’t wear their version of a mask when out in public, during their alien pandemic. Yeah, that’s a zillion miles away. Much closer to home, 5,000 miles away, is Paris, France… where today, if the video I saw this morning is to be believed, things are “back to normal”. Crowded city streets, crowded cafés. I would’ve thought the video was from last Summer, except for the waiter wearing a mask. I am the first to say, I hope I’m wrong. I hope this doesn’t turn into a complete disaster. Paris had its worst of this in early April, and things look a lot better… but numbers are still going up, and we’ve already seen many examples where the “rush back to normal” is causing problems, so much so that lockdowns might have to happen again. In B.C., unlike many other places, slow and steady is winning the race. But with my daily dash of ellipsism, I really wish I knew how this is going to turn out.

 

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Day 90 – June 14, 2020

Over the years, I’ve been part of many board meetings where there were a lot of people. I always look around and think… what exactly does that person bring to the table? Quite literally, why are you at this table? What do you have to offer? In poker, there’s a saying… if you sit down at a poker table, look around, and try to pick out the sucker… and you can’t… it’s because you’re the sucker. Similarly, I’ve felt that way in meetings. If I can’t figure out who’s the waste of space, jeez… maybe it’s me. There’s one particular board I sit on… we meet every few months, and it’s populated by some very intelligent, well-educated people who are far more familiar with the relevant issues than I am. I feel a little out of place in that one, but every time I make a little noise to the chairperson about perhaps stepping back and letting someone more worthy take my place, I’m met with “No no… we love having you here”, etc… OK. I’ll stick around for now I guess. And so I go, enjoy the catered lunch and drinks… and listen. I’ve learned far more from those people than they’ll ever learn from me. Once in a while, I’ll ask a question which I hope doesn’t sound too stupid… just so they know I’m not just some quorum-filling seat-warming presence. When the real decision-making happens, leave it to the experts.

Yes, experts… what’s an expert these days? There are a lot of people around who are very intelligent and well-educated, but for some reason, what comes out of their mouths is neither… because we seem to be living in the age of the curated expert. Allowed to be themselves, they’d be every bit the expert you’d hope for… but when they’re dangling off marionette strings, being controlled by someone else, it’s a whole different story.

You have to feel for Dr. Anthony Fauci. He is, by any definition, an expert. His education and experience are top notch, perfectly suited to be heading the response team. His experience… HIV/AIDS, SARS, H1N1, MERS, Ebola… and now, of couse, COVID-19. There is one thing that’s different this time… and that is as spokesman for what The President wants out there. The President’s message. Not necessarily just the… you know, truth.

It’s always a delicate song-and-dance for anyone who wants to remain employed under the direction of The President, and Dr. Fauci is no exception, walking a fine line between having to speak for the president, but also disagree with the discernible nonsense. No clearer was that exasperation than an interview in late March where reporter Jon Cohen pressed Dr. Fauci on a certain, very important point… that Trump's response timeline "just doesn't comport with facts.” Dr. Fauci agreed.

"I know, but what do you want me to do?" Dr. Fauci asked… "I mean, seriously Jon, let's get real: what do you want me to do?"

That’s a very honest statement, a subtle version of screaming “Hey, there’s an elephant in the room!” or “Hey, the emperor isn’t wearing any clothes!”. The words of the expert.

Speaking of experts… when my daughter Sophia was around 18 months old, she was pretty skinny. She has been all her life, a result of genetics, metabolism, and healthy eating. But back then, not knowing all that, a few people thought maybe she should get checked out. I didn’t think so, but ok… let’s see what the experts say. We got a referral to a paediatrician.

The paediatrician asked as about her eating habits. He listened to what she ate, mostly fruits and vegetables, some healthy proteins (including sashimi)… not a lot of carbs, almost zero junk. He checked her over, decided she was probably ok, but… just in case… “Let’s make sure she’s metabolizing fat properly. I want you to feed her some foods that are very high in fat… get some fries, nuggets, things like that… feed her that for a few days, collect her stools, and bring them back for analysis.”

Yeah, ok… sure. We stopped at a McDonalds drive-thru on the way home, and picked up some fries and McNuggets. And ketchup… and sweet-and-sour sauce for the nuggets, because even though I hadn’t had McD’s in a while, back in the day, that was my thing.

We went home, put her in the high-chair, and put this selection of junk food in front of her. She was not interested, at all. It was no use trying t feed it to her; she wouldn’t budge. No way. And she started getting upset, and what really got her upset was that she could see the vegetables on the kitchen counter and kept pointing at them and screaming for them… “Want! Want!”… and I found myself saying something like…. “No no Sophia… eat your fries… try this nugget… after that, you can have your veggies”.

It went nowhere. She was frantic, and crying. So were we all. After 5 minutes of this insanity, I scooped up all of the McD’s up and threw it in the garbage. Well, actually, of course I ate those McNuggets (sweet-and-sour, come on)… and maybe a few fries. And then, I cut up some cucumber and carrots, gave that to her… and all was once again well in the universe. And we never went back to that expert.

I’m not saying he was wrong; given what he had to work with, why not check it out. Maybe, like me, in my example at the top, he felt the need to add some value and not label the entire visit a waste of time. Maybe there might have been more to it, and of course we would’ve pursued it if it made further sense… but experts aren’t always right. As a good starting point, if you’re going to listen to an expert, make sure you’re listening to their sincere words, not those of the puppet-master. Dr Fauci said yesterday that maybe there wasn’t going to be a second wave; a curious statement that contradicts what pretty-much every other expert is saying. It doesn’t make a lot of sense… until you consider the bigger picture. Then, of course it makes a lot of sense; like, who might want him to say something like that… oh… yeah.

This has already gotten long, so I’ll stop here… especially since there are no B.C. numbers to report today (or yesterday — I will correct my guesses tomorrow), but just in case you’re wondering what I was going to say… it’d be another paragraph, all about Dr. Henry and how lucky we are to have an expert in our midst who speaks an unfiltered, unscripted and uncensored truth… honestly and convincingly. No filtering needed, no hidden political agenda, no puppet-master. Just what we need to hear. Expertly presented.

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Day 85 – June 9, 2020

My old high school calls me once a year… to sit on a sort-of Dragon’s Den panel thing… where all the students in business classes come up with business ideas and business plans, and the top 5 projects get presented to a panel of Dragons, much like the TV show of the same name. They do their business pitch, and the panel decides on the winner. Fun, interesting… and encouraging. There are some very bright, and soon-to-be successful kids coming down the pipe.

The winning pitch a few years ago was an App — ringtones that only young people could hear. Those higher frequencies, above 17.5KHz… most of us can hear them when we’re young… but by the time you hit 40, the ability goes away. The older you get, the farther down that number drops… below 15KHz and downwards. The presentation and demonstration were great; a bunch of blindfolded kids all putting their arms up in unison when the ringtone was activated; the rest of us unable to hear a thing. But the thing has other uses too — I used to use it to annoy my kids or get their attention. For those who can hear it, it’s loud and annoying, a super-high-pitched squeal that drives young people crazy. And nobody else can hear a thing.

It reminds me… a technology that didn’t exist when I was a kid… and has now cycled through to obsolescence… CDs, which were designed so that nobody would miss hearing a thing… 44.1KHz means 22,500Hz per stereo channel, more than enough frequency range for any human, and even more than enough for dogs to be able to hear that final note in “A Day in the Life”.

It’s also interesting that the standardized length of an audio CD, around 74-80 minutes (650-700MB)… was decided-upon because someone insisted that a full recording of Beethoven’s Ninth Symphony must be able to fit. Recordings of that Symphony range from 70 to 79 minutes, so it’s all good.

And what’s further interesting is that by the time Beethoven wrote that symphony, he’d already lost most of his hearing. It’s beyond comprehension… perhaps the greatest piece of music ever written… by someone who never actually heard it. There are many stories about the premiere of that piece, in 1824… where Beethoven himself insisted on conducting, the equivalent of a blind air-traffic controller armed only with binoculars and a megaphone. Nevertheless, it was Beethoven, so he was given the podium, and threw himself into the role with great relish. The musicians ignored him and kept their eyes on someone else, who quietly conducted from elsewhere. The result of that was… that by the time the piece was finished, Beethoven was still a few bars behind, caught up in the version playing through his head… and he was still conducting while the audience was giving him the first of five full enthusiastic, jubilant standing ovations. At some point, one of the musicians stood up and turned him around, so he could see and appreciate the well-deserved cheers and applause. He couldn’t hear it, but he could see it, including hats and handkerchiefs being thrown in the air, arms waving wildly around… the whole thing was a tremendous success.

Indeed, it’s possible to have great success, even when the conductor doesn’t know what’s going on. Even when all he’s listening to are voices in his head.

There are too many examples… heads of state… governors… Swedish head epidemiologists, etc… a long list of conductors that are out of sync with their respective orchestras… and this is where the metaphor breaks down, because there’s no other conductor off to the side. Because the music isn’t so great. While the varying orchestras may be marching to a different beat, at the end of the day, they sound like one voice. And what does that voice sound like? In many cases, it’s numbers… not notes. And not great numbers when you start looking around at places that haven’t managed things well, or that have started opening up before they should’ve. Yesterday saw surges or record highs in Oregon, California, Arkansas, Arizona, Texas, North Carolina, and Florida. Russia and India have seen surges. Also, Summer up here means Winter south of the equator. Brazil is a mess, and getting worse. Peru and Chile are seeing some pretty ugly numbers. Ugh.

Around here, some room for optimism… for Canada overall, over the last few weeks, a slow but steady decline in new cases. The Time To Double has gone from 53 days to around 130. Ontario’s TTD three weeks ago was around 39. Today it’s around 100. And both Quebec and B.C., over the last week, have averaged a TTD of around 175. All very far cries from the early days of this pandemic where TTDs of 3 were not uncommon.

Let’s just keep in mind… this symphony isn’t over. We may have reached the first pause, between the first and second movements. But let’s also remember the rules of classical music etiquette… you never applaud between movements. You wait until the whole thing is over before you stand up and give it the final applause of great success.

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Day 73 – May 28, 2020

The whole “too many chefs in the kitchen” or “too many cooks spoil the broth” — the thought behind it applies to pretty-much everything in life. Certainly, from experience… having been both the guy being told what do do — and the guy telling others what to do — I strongly believe in it.

One key to success — again, in many facets of life… and I’ve said it often… surround yourself with capable people and let them do their thing. This means understanding that they will do things… differently. Compared to what you would’ve done, it might be better or it might be worse… but it’ll certainly be different. The thing is, as long as you were right — that they were the right person for the job, capable of doing it — it should turn out alright. And this doesn’t mean that person is the one who does everything; it’s just clearly understood that the entire thing, no matter what it is… they answer to it. They can delegate jobs, hire extra people, whatever… but it’s up to them.

The chef/kitchen thing is a great example, actually. One can only imagine the chaos a large-scale kitchen would endure if multiple bosses were screaming out orders. There is a hierarchy, and at the top of it is the head chef. There may be a sous-chef, a pastry chef, a number of others… and multiples thereof. But there is a well-defined tip of the pyramid.

On one particular day… around 20 years ago, three former premiers of this province were all in Provincial Court on the same day. A complete coincidence… Bill Vander Zalm with his Fantasy Gardens scandal, Mike Harcourt with his BingoGate scandal, Glen Clark with his casino-license-for-deck-repairs scandal…. all there for different reasons, but all there to face the music with respect to abusing the public trust in some way, scandals that drove all of them out of office. That’s a SoCred and two NDPers, but corruption crosses all party lines. Subsequent to that came Gordon Campbell, Liberal, ultimately driven from office by the BC Rail Scandal. What is it with B.C. and our elected premiers? Scandalous.

I guess I’m relieved that the guy in charge these days isn’t some wild-west shoot-from-the-hip sort, doing whatever he pleases for personal gain. That would be a disaster in this present climate. John Horgan picked the excellent people with whom to surround himself, Adrian Dix and Dr. Henry, and he’s letting them run with it… and they were the right people for the job, and they continue to deliver outstanding results. This is textbook good management and proper delegation, and we in this province are very fortunate to have it.

Can you imagine a scenario where first Dr. Henry gives her daily update, then Adrian Dix gives his, and then The Premier stands up and discounts all of it? Questions their numbers, questions their strategies, makes up some stuff to suit his narrative? Suggests we ignore what we just heard? What a nightmare for the people listening and trying to figure it all out. That’s perhaps the biggest blessing around here, and perhaps the biggest differentiator than many other places; at the end of the day, our response is being led by a scientist, not a politician. On paper, Dr. Bonnie Henry isn’t the top of that pyramid, but in every other practical sense, she is…. and the consistent messages we get on an almost-daily basis, and their transparency, may well be the biggest reason we’re doing so well around here, compared to even other parts of Canada, where the response has been driven by politicians.

The corruption aspect — at the expense of the greater good — is nowhere clearer than in some of the head-scratching decisions we have seen being made elsewhere. The push to open gyms — enclosed spaces of people breathing heavily and touching many common surfaces? Sure, they have to open eventually… and around here, some are — under strict regulation. But in places where numbers are still rising? You have to look no deeper than the political connections and influence being imposed. That was the easy and obvious part to understand. Political business as usual. Like everywhere. Except the stakes aren’t money; they are people’s lives.

And now, there’s a more serious problem… some of those governors, intelligently ignoring the confusing and conflicting directives coming from higher up, are imposing their own orders… and many people are simply ignoring them, choosing to listen to whomever is in charge, somewhere up there — that agrees with what they want to hear. Many businesses, gyms among them, in numerous states… will be (if they’re not already), defying their respective governor’s orders to stay closed for now. Business as usual.

What a mess, from so many different points of view… legal, health, practical. And when it all goes to hell, the fingerpointing will be fierce. Sure, the mayor said we should’t open, but the governor said it was fine. Yeah, the governor said we shouldn’t open, but the president said it was ok. Unfortunately, those mixed messages may come back to haunt them.

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Day 69 – May 24, 2020

No updated numbers for B.C. today, so, as usual… I’ll make an intelligent guess and fix it tomorrow.

So let’s talk about yesterday’s numbers, and let’s begin with the old “5 blind guys and an elephant” parable. The premise of it is straightforward… these 5 guys have never encountered an elephant, and each reach different conclusions about the different parts of the elephant that they touch. The guy who grabs a leg describes it like a tree trunk. The guy who grabs the tail describes it as a rope. The guy who grabs an ear describes it as flat and floppy. The other two guys… one grabs a tusk, the other grabs the trunk. Their interpretation and discussion with each other is outside the scope of this post; we’ll leave Freudian experts to discuss their conclusions.

The moral of the story actually changes, depending on what lesson you’re trying to teach. Maybe that vastly differing opinions are all justified when talking about the same subject, like someone else’s opinion is just as valid. Maybe that sometimes, we’re fighting about the same thing. Maybe that we need to question our method of questioning. In some versions, the guys aren’t blind; just in the dark. But once they’ve “seen the light”, they all agree.

Let’s go with something like that… the guys aren’t blind, just initially blindfolded… but were convinced by their first impressions, especially because they went around telling everyone, and in doing so, convincing themselves that their version was “the most correct”. Indeed, even after the blindfolds were lifted, and they could see the big picture, they still clung to their beliefs… perhaps since they were already so invested. And, to add a bit more to it… once they could see, they realized that they were actually in an elephant park… with lots of different elephants. And, all of the elephants had been given names… of places, like in that series “Money Heist” (side note: watch Money Heist, and watch it in Spanish, with subtitles… incredibly good.. it’s on Netflix).

So these elephants… there’s one off in the distance… her name is New Zealand. She’s tiny, but looks very healthy. There’s one called Canada, who is really big and, for the most part, looks ok — parts of him looks much healthier than other parts, but he’ll be fine. There’s an elephant called United States… poor thing is really beaten up and needs to rest, but some trainer has a rope around him and is literally trying to drag him onto his feet.

But the elephant these guys had all initially touched and reached wildly different conclusions about… his name is Sweden.

Let’s pause here and be perfectly pragmatic. Without any opinion yet, here are some numbers, and a bit of comparison… of two places in the world where lots of people insist things are going really well: Sweden, and British Columbia. Starting points can be arbitrary, but for what it’s worth, both places had the same number of known cases (7) on Feb 27th. Sweden accelerated upwards far quicker than BC, and here’s where things are at, as of yesterday:

Population: BC 5.1M, Sweden 10.2M (2x)

Testing rates: BC 21.6 people out of 1,000, Sweden 20.8 (~same)

Known cases: BC: 2,517, Sweden 33,459 (13.4x)

Deaths: BC 157, Sweden 3,998 (25.5x)

Active cases: BC 303, Sweden 24,490 (81x)

Resolved cases recovery: BC 92.9% recovered, Sweden 55.4% recovered

Resolved cases deaths: BC 7.1% died, Sweden 44.6% died

Last 3 days: BC +40 positive tests, Sweden +1,665 positive tests (41.6x)

Last 3 days: BC 7 deaths, Sweden 161 deaths (23x)

I was chastised for stating somewhere that Sweden is letting their old people die. OK, I will clarify… they’re not letting their old people die; they’re letting everyone die. And by that, I simply mean they’re letting the virus run its natural course through the population, taking down whoever is unfortunate enough to contract the serious symptoms that might show up. The demographic profile of who’s actually dying is similar in both places, it’s just that for every elderly BC resident that passes away, 25 pass away in Sweden. That is the cost they’re willing to bear to keep the economy going, and there are undoubtedly people who’ll look at all of that, the same elephant I’m looking at, and come to a completely different conclusion as to what’s success and what isn’t. At some point, this is purely about opinion. The numbers speak for themselves, and you’re free to interpret them however you wish.

Yes… the measuring sticks of success are different, for different people. I don’t like to dwell in the purely pragmatic world, because it leaves out many things I consider very important and are part of my core values. Purely pragmatically, if you’re worried about economics, letting old people die makes sense. Same for sick or disabled people. The moment that the carrying-cost of someone’s existence outweighs the benefit, economically, to society, we’re throwing money away. Care homes? Wheelchair ramps? Braille on signs? Feeding into old-age pension plans? Think of all the money we could save.

A little over 80 years ago, around 1,000km south-west of Stockholm, there emerged a madman with that sort of agenda. Off he went, trying to rid his society of who and what he deemed undesirable, in the name of his version of the greater good. I wonder if perhaps the deep personal attachment I have to that particular historical event skews my objectivity, but on the “lives vs. economy” scale, I am very heavily tilted towards the “lives” side. Notwithstanding that without lives, you don’t have an economy anyway.

The few family members who managed to survive The Holocaust came out of it with very little, except each other, and that’s what I keep thinking about when this discussion comes up. Lives and family first, economy second. Elephants never forget… and when it comes to this, neither do I.

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Day 68 – May 23, 2020

Imagine a good old-fashioned campfire. The kind where you roast old-fashioned marshmallows and sing Kumbaya. Much like the kind many of you will be enjoying around here soon… as long as you’re a B.C. resident. Works for me… a policy I very much agree with, especially if we’re all being told to not leave the province. Here’s a great advantage to living in Beautiful B.C. — we have world-class everything at our disposal.

But imagine you’re sitting by that campfire, and you have an old-fashioned 1,000-page phone book that you want to burn entirely. There are right and wrong ways of doing that. For example, you can tear out one page at a time, scrunch it into a little ball, and throw it into the heart of the fire. What will happen? That little ball of paper will burn to a crisp 100% of the time. And if you do that for every page, you will have a 100% success rate if the intent was entirely burning that phone book.

But what if you throw the whole phone book in there? It’ll catch on fire, for sure… the entire brick of paper will be burning.

But eventually, when everything has gone out, what will be left? Chances are, that phone book will not have been entirely consumed. It’s a big thick block of paper, and oxygen probably couldn’t reach the very center of pages 470 to 530. There will probably be some fragments of paper that’ll still have some legible print on them.

Would it be fair to say that this particular fire was only 99.8% effective in burning this phone book? No… it’s not the fire’s fault. It would’ve done the job just fine if you’d given it the opportunity.

Similarly, we’re told hand washing is 99 point whatever percent effective in disinfecting your hands. Well, not quite — it’s actually 100.0% if you do it right. As it happens, COVID-19 is pretty fragile… and to make a long chemistry story short, the virus is wrapped in fat, and soap annihilates fat. Whatever armor the virus had while trying to hop from host to host — is gone. Common soap is as effective as alcohol in wiping out this virus — perhaps better — unless you have the necessary concentration, like what is found in hand sanitizers. If you wash your hands properly, ie. you get soap on every surface of your hands, the virus can’t survive. There is no tiny fraction of super-protected virus balls that make the percentage less than 100, just like there’s no magical page 567 of that phone book that, when crumpled alone, will survive burning.

And so… masks. Yes, masks. Dear, lovely, sainted masks. Let’s talk about masks one final time. Haha! Yeah, you’ll be hearing a lot more about masks, whether from me or numerous other people. One thing you might hear is that they’re not 100% effective, so why bother… and the simple answer is that if you need to burn the phone book quickly, getting all the edges and most of the pages is better than nothing. A lot better.

The arguments you hear against wearing masks are many, but they all have a common denominator. Me, me me… my rights, my freedoms, you’re free to wear a mask and I’m free to not wear one. Sometimes coupled with the “scientific” reasons to try to justify that… they cut off oxygen, they hurt your lungs, they’re bad for the immune system. Come on.

The truth is… me wearing a mask helps you more than it helps me. Conversely, you wearing a mask benefits me more than you. There’s that old parable… religious/inspirational/team-work — whatever the set-up is, I’ll go straight to the punchline… it’s the one were everyone’s arms are suddenly frozen, sticking straight out. Suddenly, people can’t feed themselves and are starving. But of course, those that learn to cooperate… feed each other, and humanity is saved, yadda yadda, It’s not a difficult lesson to understand… the kind you can wrap your head around; no need to memorize. Also works for me.

I was amused with a Facebook ad that popped-up on my feed; an ad for masks, but they’re all branded Trump and MAGA and “It’s my choice not to wear a mask” and “U.S.A” and all the rest of it. For those whose intellect is incapable of indulging in the delicious irony provided, great! Wear them as your protest…. “See this mask I’m wearing?! Well, I don’t have to be wearing it!! It’s my choice, and I’m showing you how much I’m against them and how you’re trampling my rights… by wearing it!!”. I love it — more power to you. Just wear the mask. Yeah… works for me.

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Day 64 – May 19, 2020

These little walks down memory lane, like yesterday’s piece on Mt. St. Helens, always seem to stir up something else… that I likely haven’t thought of in ages. Indeed, yesterday’s piece started off about a Sunday morning, with me describing how I was just sitting there reading… and nobody has asked me what I was reading, but I will tell you anyway… it was the stock-exchange listings from the previous night’s Vancouver Sun. And if you’re wondering why is an 11-year-old kid was reading stock prices on a Sunday morning 40 years ago, I’ll tell you…

Our grade-6 teacher had created a very cool one-month project. We would all get to buy and sell stocks, all starting with a virtual $1,000, and he would track it on a big chart in the classroom. Every day, we would submit our “trades” — buy this many shares at this price, sell this many at that price. He would do the math and track everyone’s profit/loss. We would submit our trades every morning, along with where we’d gotten the price — The Vancouver Sun or The Province.

There wasn’t really much research that could be done on it… at best, you’d have day-old news to contemplate, and anyway, we were in grade 6… who’s doing any sort of real research, and even if we did, to what end… whatever we might come up with would already have been built into the stock price. But it was a fun exercise, and of course, it grew very competitive, watching everyone’s graph-lines wiggle up and down from day to day. For the most part, people were picking stocks by names that sounded good, or maybe familiar. By the end of two weeks, a few lines had started to separate upwards… and I wasn’t one of them, and it was bothering me. And it didn’t seem like lucky guesses. These guys knew something.

As it turns out, indeed they did; their fathers were stock-brokers or somehow involved in business where they had access to better information. My dad was a mining engineer, so at best he suggested a few mining companies that were exploring for gold… but they weren’t going anywhere in a hurry. I needed to find an edge.

Arbitrage is the simultaneous purchasing and selling of an asset, where the buy price is lower than the sell price, so the transaction generates an instant and risk-free positive return. The most common place where this takes place is financial markets, where, for example, a certain stock may be listed on multiple exchanges. If you have instant access to both markets and notice that shares of ABC are offered for $10⅛ on one and being bid at $10⅜ on another, you buy the cheap one, sell the expensive one, and deliver the cheap ones to the guy that bought the expensive ones. This all happens instantly, and while making ¼ on that transaction may not sound like much, it certainly adds up when you do it 1,000 shares at a time, multiple times a day. There are armies of supercomputers trying to do this continually, all day these days, and to some extent, that serves a useful purpose… it keeps prices in check. As soon as an opportunity arises, some arb grabs it instantly, and the advantage is gone.

And what I had stumbled upon a few days earlier was this… perhaps an opportunity for manual arbitrage, though at the time, I did’t even know that word… all I knew was that, on the same day, the prices listed in The Vancouver Sun were different than The Province. Why?

As it turned out… The Sun was an afternoon paper… it’d always show up around 5pm. The Province was an early-morning paper, always there by breakfast. In our home, we got both. And here was the thing…. by the time The Sun needed to go to print to make it for afternoon deliveries, the stock markets weren’t closed yet. The price listed in The Sun was the day’s mid-morning price, taken at… 11am? Noon? Not sure, but certainly well-before the 1:30pm market close. The Province the next morning had the closing prices from the previous day… and so, differences in price. And by scouring for prices that were higher in The Province, I could “buy” them with yesterday’s lower price and hope the upswing held long enough that I could “sell” them at a higher price. Not all stocks that went up in that last hour of trading stayed up, all through the next day, in time to sell them… but something like 80% of them did, which is staggeringly-high, well-beyond any typical financial wizardry from even the best analysts.

My wiggly line started heading north pretty quickly after that, much like the Mt. St. Helens ash plume… and with almost as much vertical force. Within a week, I’d caught up to the competition…. and just kept rolling… which led to the teacher asking me to stay after school that next Friday. “OK, what’s going on here?”, he asked. Of course, I couldn’t keep my mouth shut… I was so proud of being so clever and figuring out this loophole. I spilled everything. “Do you think that’s fair?”, he asked me… and my simple question back was, “Is it against the rules?”

From there, we had an interesting discussion about The Rules vs. The Spirit Of The Rules. What rules? The stock market is a game where you’re trying to win, and to win, you have to out-think someone else. Where in the rules does it say I can’t do this? Yes, I realize this isn’t possible in reality, but this is not real. It’s a game, and I found a better way to play it.

And after that, although I think he was impressed by my resourcefulness, he changed the rules. All trades must be submitted in the morning, using that morning’s quotes from The Province. End of advantage, and I ended up losing because one of those other guys sold everything, and put it all onto one particular stock which shot up on the very last day. Because asking daddy for inside information is ok, but figuring out how to play the game better… is not. Yes, I’m still bitter.

So… there are rules.… some rules, archaic and irrelevant, are meant to be broken. Some rules, for the greater good, need to be adhered to. Then… there’s that grey area of bending rules. Today, here in B.C., the rules have changed. We have had rules in place for more than a couple of months, and they have served us well. So well, that many people will insist we never needed them, and that is very wrong. Either way, as of today, with our rule changes, it’s one step forward towards a return to normal.

On the assumption that the people who make these rules know what they’re talking about — and, given their success, they certainly do — we should follow them. Indeed, our local rules and implementation thereof have become a model not just for Canada or North America, but the entire world. For populations of 5 million plus, we are number one. I would really love to see us stay there. Some people will break those rules. Some people will bend them… but I suggest, let’s try to stick to them. And if you think you can’t stick to the rules, at least consider the spirit of the rules. It’s not just about you. The stakes are a lot higher than those wiggly lines on a large paper chart from 40 years ago. Look at the wiggly lines on the charts attached to this post, especially the yellow one. Especially today. That is success. That is a win. Let’s all do our part to keep it there. Let’s keep rolling.

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Day 63 – May 18, 2020

Forty years ago, to the day… May 18, 1980, I was lying in bed reading… a lazy Sunday morning… reading, and listening to LG73. I had a window open, so the loud boom shortly after 8:32am was very audible. It rattled the windows. What the hell was that, I thought to myself? Nothing like a car crash, and everything else was silent outside. A distant bomb? Those teenagers across the back lane that always seemed to have a stash of firecrackers? I finally decided it must have been a big tree that fell over. Not that I’d ever heard a tree fall over near me… but then again, I’d also never heard a volcano 300 miles away blast 1.4 billion cubic yards of ash 80,000 feet into the sky.

But that’s what happened that morning, when Mount. St. Helens blew her stack. What’s interesting about it is that nobody was expecting it, and it came as a complete surprise. How could we ever have prepared for it?

Yeah, that’s complete nonsense. Experts from many disciplines had been well-aware of the strange rumblings around Mt. St. Helens for months… there had been a small earthquake on March 20th, the first of thousands over the next eight weeks. There had been 16,000-foot ash plumes. There had been fresh craters. There had been sightings of magma. While things got quiet again in late April and early May, there was an increasing bulge on the north face that was growing by 5 feet per day. On May 7th, things started firing up again, and the bulge’s growth became worryingly inconsistent. Geologist David Johnston, camped 5.5 miles away, dutifully kept measuring and reporting his findings. The last of those reports was at 6:53am. His last words, captured shortly after 8:32am by a nearby ham-radio operator were, “Vancouver! Vancouver! This is it!” — a message to his fellow USGS researchers, at the University of Washington in Vancouver, WA., that never made it. Two miles away, Gerry Martin, a radio operator tasked with observing the volcano for the state’s department of emergency services, saw what had happened and what was coming. His last words were, “It’s going to get me, too”.

There were only 57 deaths attributable to that eruption, and I say “only” because that number could have been higher — into the thousands. Indeed, it was scientists — I repeat, scientists — like Dr. David Johnston, an expert in volcanoes, and numerous other researchers… who pleaded with authorities to keep the area closed — an area very popular with campers and hikers and visitors to nearby lodges. For the most part, people listened.

One of those who didn’t was a man by the name of Harry R. Truman — not to be confused with former president Harry S. Truman — who refused to leave, despite numerous pleadings, suggestions and finally, orders — to do so. He owned and operated the Mt. St. Helens lodge, right at the base of the mountain, near Spirit Lake. For months, he was told to leave. He dismissed the danger and he dismissed the scientists’ claims. Even though he was being woken up continually by earthquakes and could see plumes of ash shooting up… he was heard saying things like, “the mountain has shot its wad and it hasn't hurt my place a bit, but those goddamn geologists with their hair down to their butts wouldn't pay no attention to ol' Truman."

By then, the state had set up a restricted zone well outside the perimeter of the mountain, and it infuriated them that people would ignore it, in many cases to interview ol’ Truman, putting themselves in significant danger.

Truman was alone in the lodge (with his 16 cats) that Sunday morning. It’s likely he died instantly, from heat shock… his body vaporized… before the lodge and everything around it was engulfed by 150 feet (half a football field high) of volcanic debris.

In the weeks preceding the eruption, there was a lot of noise from a lot of people… open the mountain, open the campgrounds, think of the economy, we need the tourism, we’re willing to take the risk, it’s our right as free Americans, etc etc. All too familiar words these days. The parallels between these two situations, 40 years apart, are many.

There are some notable differences too. At what point does the government’s (or society’s) role in trying to keep people safe… cross the line? That fine line is being tested these days — between freedom, and the perceived benefit of the greater good. History is full of people running towards impending disasters, like ignoring evacuation orders at the base of an impending volcanic eruption, or running to the beach to take some cool pictures of the expected tsunami, or visiting a tribe of cannibals to spread the word of Jesus, or thinking you’re ready to summit Mt. Everest because you can do the Grouse Grind in less than 45 minutes. More power to you, I suppose — as long as your narcissistic desire to show the world how invincible you are… doesn’t take others down with you.

If Truman wanted to die in his lodge (he was 83), perhaps it’s his right to do so. He wasn’t hurting anyone else (aside from his 16 cats). And perhaps that’s the biggest difference of all, the issue some people have a hard time understanding… that sometimes, it’s not just about you.

Looking at the numbers across Canada… lots of recent green days… and, especially here in B.C., it’s time to take things to the next level… bring on the openings… but where it goes beyond that is entirely up to all of us, collectively. This can be slow, steady and predictable… or not so slow, not so steady… and somewhat less predictable. The rules have served us well so far; let’s stick with that.

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Day 60 – May 15, 2020

“Collect as much data as you can for now.” — this is a mantra that is common in many different disciplines, especially the ones where you’re not sure what data matters. One day, you’ll have a chance to look back on it and figure out what matters, but for the most part, especially initially, the thing to do gather as much as you can, and eventually learn from it.

“Eventually” could mean decades from now. It could also mean tomorrow. In fact, it could even mean 15 minutes from now. On that note, as you’re reading this, somewhere, on the periphery of your focus, there are ads and sponsored posts and other slight differences that are being thrown at you; an experience that will differ slightly for someone else. Some of it is based on your history, but some of it is just data collecting… like, does it work better to use this ad or that ad? Does it work better in red or green? Does it work better positioned here or there? This data is all being crunched, often in real-time — to deliver to you the most pleasant experience possible. Haha, sorry, not quite — to deliver to you the most profitable experience for someone… is the better answer. Facebook is worth $500 billion, and their revenue stream has to come from somewhere, since 99.999% of the people who use Facebook have never given them a penny… so, rest assured, those who are paying want to make sure they’re getting their maximum bang for the buck.

And, of course, an awful lot of data is being collected about this virus, and there are disagreements about what’s important. As per above, it’s always a good idea to gather it all and then figure out later what matters and what doesn’t. Sophisticated modelling techniques do this all the time. For example, a neural network. That sounds a lot fancier or scarier than it really is. It’s not some sort of artificial brain which can think for itself, become sentient and launch an attack on humanity… rather, it’s just software for taking a ton of data, much of it possibly unrelated, and grinding through it in such a way that it “learns” what inputs are relevant to outcomes, and which are noise. A properly trained neural network can be very useful for predicting outcomes that a person may not as easily see, because it’ll have filtered out the irrelevant aspects and focused only on what makes a difference.

A simple example would be trying to train a neural network to predict the outcome of horse races. This is a project that as been on my “to-do” list for about 30 years, and perhaps if enough horse racing returns soon, and I’m still locked up at home, I’ll finally have a chance to work on it. And I will tell you exactly what I plan to do, and what I hope to find. The first thing is to take tens of thousands of historical races and format the data in a way that it can be fed into a neural net. Then, it will grind away on it, “learning”… and I would assume it’ll find a high correlation for specific horses with respect to things like fractional quarter-mile times, weight carried, relative class of opponents and track-surface-conditions. It’ll find a low correlation with things like the name of the horse, what time the race was run and what day of the week it was. That’s the beauty of the neural network; just throw all of the data at it, and let it figure out what matters. It might figure out correlations for specific horses… that even the most astute handicapper or sharpest bookie might miss.

I know a lot of people reading this are thinking whoa dude, that’s pretty cool. Yes, it is… it would be. I’ll keep you posted.

More relevant to all of us are our local numbers, and there are many to look at. We are on track (haha!!) for opening things up soon, and, at least around here, it makes sense. It’s been a while since I’ve talked about “Time To Double”, so let’s look at that a bit. The graphs below don’t do justice entirely to where we’re at, because TTDs when presented in this fashion becomes a “lagging” indicator. Things are better than what those graphs imply, if you’re looking at the TTD lines.

Recall, back in the day… like back in March, which seems like it was 20 years ago… we were looking at some scary TTD numbers. The new-cases numbers were increasing by about 25% day-over-day, a TTD of about 3. Scary exponential growth.

If we take some averages of the last 5 days of confirmed new cases… the TTDs and percentages look like this:

B.C.: 130 (0.53%)
Ontario: 43 (1.63%)
Quebec: 37 (1.89%)

Canada: 44 (1.62%)

These are obviously very-flattened curves, compared to where we were.

I am well aware of the people standing up screaming that those numbers aren’t real. Have a seat, and let’s discuss the obvious. Of course not. There are more, and have been more, cases than we’ve “known” about. We will in due course know how “off” we were… like is the real number 10x that? 100x? 1,000x? I’d love it, if it were 2,000x because that’d mean we’ve all been exposed to this, and if you believe that gives you immunity (and that seems to be the case with coronaviruses in general), we’d be in great shape. That number is way too big, but while I’m here, in an effort to make numbers and guesses and projections more accurate for all of us, I urge you all to visit the bccdc dot ca site and take the survey. You may even get a serological antibody test out of it.

Inaccuracy of those particular numbers aside, there are some concrete ones which are indisputable… hospitalizations, ICU cases, “pressure on the medical infrastructure” and excess deaths… to name a few of the most critical ones. These numbers vary wildly around the world, but they’re the best indicators, along with new cases, to indicate how close jurisdictions are to phasing-in re-openings. At least around here, those numbers look good… good enough that we’re marching ahead to the next phase.

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Day 55 – May 10, 2020

As it’s Sunday, no B.C. numbers today… so I’ll throw in my usual guess, which today is just the same as yesterday’s +15, and we’ll leave it at that… and hopefully that’s pretty accurate (we’ll know tomorrow) because it’d imply another good day all across the country. Speaking of good days, Happy Mother’s Day to all the mom’s out there… I hope those who are celebrating in person have found a safe and socially-responsible way to do so. The weather is certainly cooperating… outside is good, for many reasons. Just stay away from others and it’ll be more than fine. You know the drill.

Mother’s Day every year marks the point in the NHL playoffs where fans around here are trying to figure out who to cheer for now, because if the Canucks made the playoffs, they’ve probably been recently eliminated. There’s a reasonable chance they could’ve gone a little deeper this year, but we’ll never know what this season and post-season would have looked like, were it not so rudely interrupted. We can only speculate.

Speaking of hockey and speculation… back in the day, when Wayne Gretzky dominated the NHL, it became a bit of an issue what to do with him in hockey pools… the pools where you draft players and then accumulate points as the players on your team accumulate goals and assists throughout the season. Fantasy sports leagues do this on a whole new level, where you have to decide who on your roster you’ll “dress” for tonight’s game, because you can’t play your full team of 22 players. Rest assured, in today’s world, the guy who got to draft Gretzky would dress him 100% of the time. In fact, Gretzky was a bit of a hockey-pool one-man wrecking machine, because whoever got him usually ended up winning everything. To prevent that, one possibility was to break Gretzky’s goals and Gretzky’s assists into two, as if he were two separate players, and then someone could draft one or the other. But even there, his assists alone were dominant. Or, of course, nobody got the opportunity to draft Gretzky, and that kept things even.

That was a good example of the tail wagging the dog, a good metaphor where one little statistically-significant aspect of something can have a profound and obfuscating effect on everything else. And, as mentioned, one option is to remove it entirely,… but then things look a whole lot different.

Today’s example of the tail wagging the dog involves a pair of U.S. states, New York and New Jersey, very much the hotspot of this outbreak in the U.S. Let’s call that area NYJ for simplicity.

NYJ has a population of 28.4M out of the American total of 331M which is around 8.6%. But out of the American total test case count of almost 1.4M, they have 35.6% of them. And 44.7% of the more than 80,000 deaths. Not just the hotspot, but now very much the epicentre, which was not always the case.

What’s interesting, and good for NYJ, is that they’ve managed to get things far more in control than was the case not so long ago. The individual numbers there are flattening and trending well. Who knows what that will look like after seeing the crowds in Central Park, but at least they’ve contained things to a manageable level… and, in doing so, made the U.S. numbers in general look a lot better… and consequently, created a lot of false optimism.

The Federal recommendation for re-opening involves declining case rates over a period of 14 days. This does not mean 14 straight days of succeedingly-declining numbers. It simply means a 14-day period after which the number of active cases is simply lower, ie recoveries (plus deaths, I suppose) have out-paced new cases. At present, numerous states are in varying stages of re-opening. At present, the number of states who meet that 14-day criteria is… zero. Nevertheless, openings with reckless abandon. Because that’s Freedom.

Perhaps a better spelling of that word these days, in some places, would be “Free-dumb”. Somehow, freedom and the constitution and liberty and guns all get wrapped up in the same, confused package. There’s the word for it.

Indeed, more than 200 years ago, American founding father Patrick Henry proclaimed “Give me liberty or give me death!”

It seems some Americans, not happy with having to make a choice, and perhaps a little greedily — both from inward-facing and public-facing points-of-view — have found a way to obtain both.

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