Business

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 66 – May 21, 2020

As talented as I’ve been with computers from an early age, the dream out of high school was to become a rock star. It’s funny now, given the direction my life has taken… nobody looks at me and thinks, wow — that guy… total rocker. It’s not just tattoos and piercings and stories from the road that are missing… it’s actually the talent. The real reality check came in first year university, where my intention was to do a lot of music and a little computer science. It very quickly became evident to me that pursing a life of music would be tough. I was surrounded by people notably more talented than myself, and all of them were prototypical starving artists. This was going to be a steep uphill. So I switched, focused on computers… and decided to keep music around as a hobby, and perhaps one day down the road, figure out a way to be involved. Just not on stage. I am so happy to have recognized that I was, initially, wrong.

There’s nothing wrong with admitting you’re wrong. It’s a genuine sign of maturity. I’ve learned to enjoy being wrong, because I welcome the learning opportunity. It’s like… my entire life’s experience has led up to this point, where I just made a decision… and it was wrong. 50+ years of knowledge wasn’t enough to get it right; let’s figure out why. And the number doesn’t need to be around 50 — that applies to everyone, at every age. One day you’re a kid and one day you’re not, but still… maturity and taking responsibility and holding yourself accountable… is independent of that.

Do you remember the exact moment where you went from almost-adult… to adult? I actually remember mine. That old grumpy guy yelling at the neighbourhood kids to get off his lawn… at some point, way back when, he was that kid. When did it change? For me, I was on the seawall… somewhere between Granville Island and Stamps Landing. This is when I lived near Granville Island, so I was around 27. I was just standing there, minding my own business, watching the mountains or water or whatever, when some kid came flying by on rollerblades. Like, flying… and actually — well, he didn’t hit me, but he grazed me. Having been lost in thought, it certainly startled me. I looked up, but he was already long gone, racing toward the horizon. And I had two simultaneous thoughts… “Stupid irresponsible kid!” and… “Wow, that looks like fun!”. For that moment, I was both kid and adult, but after that… we all know in which direction time flows.

It gets more interesting when entire groups of people shift their opinion. Perhaps they were wrong, in hindsight… but it made sense at the time. Who is “they”?

Scientists, doctors, society in general. Sometimes, all of them combined. If you go to YouTube and search for “Flintstones smoking ad”, you will find the the Winston tobacco company used to sponsor the cartoon — yes, those Flintstones. In one of the ads, Betty and Wilma are seen being busy housewives, while Fred and Barney sneak out the back for a smoke break. It promotes a sexist version of marriage and that smoking is good — and it’s targeted to children. A trifecta of cringe… but there was a time when all of that made sense. It seems like smoking has followed this sort of evolution, as far as the general public is concerned:

Encouraged… accepted… tolerated… frowned-upon… limited access… banned.

In trying to come up with a current issue that might fall onto that spectrum… perhaps it’s eating meat. We’re somewhere in the neighbourhood between accepted and tolerated… but it’s heading quickly down the line towards frowned-upon. People quit smoking for a variety of reasons… health, cost, public opinion. And not everyone quits all at once, and not everyone stops entirely. And there will always be a place to go and smoke, and you can always smoke at home. There are many parallels.

One particular memory of SFU, as a student, was an argument I had with a computer science teacher. In arguing my case for having done a coding project a certain way, her counter-argument was, “I am right. This is the way it’s been done for 20 years”. In hindsight, I have to thank her. At the moment, I was livid… that has to be the most stupid argument imaginable when you’re talking about a subject where things change on a continual basis, and she was defending a methodology from 1970. The toolkits at our disposal were evolving almost daily, so to not embrace them because “that’s just the way it is” ? — don’t get me started on that again.

But I’m grateful that it showed me that there will be people all along the way who are set in their ways, who won’t admit they’re wrong… and whose attitude can have a profound effect on my life. I avoid those people like the plague these days, because they’re draining. They’re annoying. And in a pandemic, actually dangerous. It’s frighteningly easy to find a lot of people these days, in public office and/or with a big soapbox to preach from — saying “I am right and they are wrong” — who contradict the person next to them, who’s insisting the same thing.

This should be like the smoking thing, not the computer thing. And so, from that point of view, let’s let views evolve and let’s go with those who are willing to admit their mistakes. We’re not all always right, and listening to someone who insists they always are — can’t possibly be the right way to think about things.

The advice on masks, the advice on social distancing, the advice on treatment, the advice on what’s a safe place to congregate and what numbers are appropriate in all of those cases — this is knowledge that’s evolving, and there’s more method than madness to it, contrary to what some people think. “So-and-so said this, and it was wrong… therefore, everything that person has said is wrong”. That, in itself, is wrong. Very wrong. That just shows that said person is willing to admit, and learn, from their mistakes. As opposed to “So-and-so has never admitted to being wrong; clearly, they’re always right… right?” Wrong.

Trust the people that are wrong, once in a while… it’s the right thing to do.

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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 62 – May 17, 2020

Queueing Theory is a fascinating branch of math that deals with the science behind… queues, as in line-ups. First of all, let’s take a moment to admire that word… queueing… how often do you see a word with five vowels in a row?

When it comes to line-ups, there’s more to it than you might think. The variables used in analyzing queues involve things like how often do new people show up to join the queue? How often is the person at the front getting pulled out of it? How long does it take to process and then get rid of that person? How long is too long? …because arriving people may see a long line and just say forget it.

The red velvet rope that delineates where to stand plays an important psychological role. If you arrive, and the queue extends past the end of the rope, you might think the line is too long, and bail….but if there’s lots of room and the rope extends way back… well — it can’t be too bad, right? Straight line vs snaking line? Should you be able to see the whole line, or should some of it be hidden?

Nightclubs play a balancing act… perhaps you’ve been to clubs where you wait outside a while, finally go in, and the place is half-empty. They make you stand in line to appear busy… to attract others to come…but, of course, if the line is too long, you may be dissuaded to wait… it’s a fine… line.

Some of it is fancy math, and some of it is just social engineering, but fundamentally, there are right and wrong ways to do queues. Like, what’s better… 6 independent line-ups for individual bank tellers, or one central line-up that sends the person at the front to the next open window? That one is a no-brainer… pretty-much everywhere that can support the latter has switched to that model. It’s not necessarily better for an individual who might luckily pick the fastest line, but it’s the fairest… and from a psychological point of view, that keeps everyone happy because it’s balanced. It’s very aggravating to be standing in a slow-moving line while everyone else is moving around you. And if you picked that line, part of you is thinking you “lost”.

I think about that whenever I’m stuck in a bank line-up… that this is the best way to do it, and it could be a lot worse. How much worse? Allow me to describe what’s possibly the worst way to do it…

In Copiapó, back in the day, here’s how it worked… one day, I was told to run to the bank… here are some papers, some forms… just go there and hand them over; they’ll know what to do. And go now, and hurry, it’s 11:45. Doesn’t the bank close at 4? Yes, but you need to be there before noon — go!! So off I went to the bank, a couple of blocks away.

There were four tellers open, and each with a few people waiting, each with its own line-up. I joined one with 2 people ahead of me… like, who knows, right? Go with the shortest line, of course. But as I’m standing there waiting, time is ticking and ticking… and the people around me all seem to be getting more and more agitated. Grumblings of “what’s going on” and “hurry up” and so on. Whatever, I’m up next, but as soon as the person ahead of me is done and leaving, the teller pulls up a “closed” sign. In fact, all 4 tellers do it at the same time. It’s exactly noon, and it’s lunch time. Much groaning from the people all around me… but nobody moved, so neither did I. And I watched, as she pulled out a paper bag. From it, a sandwich, an apple, an orange Fanta and a paperback. And I stood there, for exactly 30 minutes, watching her and her co-workers have their lunch, simultaneously. She ate her sandwich, she ate her apple, she drank her Fanta. During that, she read her book as if there weren’t a crowd of people, me at the front of it, staring at her during the entire time. And at exactly 12:30, she put all that way, removed the sign and it was back to business. My thought at the time hasn’t changed: there can’t possibly be a worse way to have organized this.

Most places that can afford the space have moved to the “single lineup feeding into multiple spots” model. In that model, it’s best to leave the decision-making to the very last minute… everyone is in the same queue, and as soon as a spot opens up, the next person, which by definition is the person who’s been waiting the longest, gets it. Sometimes, that decision point has to be made earlier, and that tends to unbalance things. For example, airport security… you’ll often be thrown into a single long line, at the end of which some person will look around for what looks more open, and send you to that security screening area (one of 6, let’s say) which will already have its own line-up. Depending on many things, you may end up 10 minutes ahead or behind the person that was next to you.

Line-ups have been around forever, but different cultures treat them with varying degrees of respect. And in some cultures…

Yeah, speaking of airports and speaking of Chile… when you fly down to South America from Vancouver, you have two choices… go through the U.S., or don’t. Which means either flying through L.A. or Dallas…. or flying through Toronto. From a hassle point of view, a no brainer. Avoid the U.S. and TSA and security line-ups and all of that. But there’s one part of the trip that you have to see to believe.

We’re all used to respecting queues, like when boarding a plane… Zone 1, Zone 2, etc. We all get into that little set of chutes and wait for our turn. But if you’re in Toronto, flying down to Santiago, Buenos Aires or Rio…. all bets are off. There is no semblance of respecting any sort of queue. It is an angry mob that’s standing, jammed and jostling, for an hour before boarding. Forget the children and families first, forget the elite status business class VIP whatever. None of it matters. But one thing those Latin American cultures do respect is the elderly… so what you will see in front of the mob are wheelchairs. One or two? No… try 30, most of them with surprisingly mobile people once it’s time to board… oh, don’t worry, they say as they miraculously rise from their front-of-the-line chair, I can take it from here. I’ve asked the gate agents about all of this, and it’s very simple, especially since it’s a late-night flight and they just want to get home: “We don’t even bother anymore”.

One thing we’ve all gotten used to these days is finding queues where we never had them… especially grocery stores. Queues that tell you where you can stand, and where you can’t. Big Xs on the ground and arrows to point you in the right direction. A visit to many groceries these days is a moving, one-way queue — first in, first out, no going back. It’s evident to me, that in some cases, not a lot of thought went into it initially, and that’s fair. Everyone is trying to figure things out as they go along, and most people don’t have an arsenal of queuing-theory formulas at their disposal. Even before all of this, the supply/demand for cashiers at Safeway wasn’t dictated by some supercomputer. The cashiers themselves see things suddenly getting busy and just page someone to come help. And when things get slow, that person disappears to the back. That “busy-ness” has now moved to the outside of the store, which in many ways is a better place for it.

Ultimately, that’s the way we’re all doing it these days; just go with what works, and course-correct it as needed. And for what it’s worth, as time has gone on, certain things seem to have improved… as you’d expect. People have realized when it’s “good” to go, which self-balances things. People have realized if they can make their shopping trip efficient, it helps a lot. No aimless wandering up and down aisles… plan ahead, know what’s where, and do it all at once. Far less time wasted. There are now many things in place that didn’t exist until recently, and will likely stick around when things are back to normal… just one more thin, silver lining to the big cloud of the day: this pandemic is making parts of our society much more efficient.

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Day 54 – May 9, 2020

Especially these days… you know what’s worse than no WiFi? Crappy WiFi. Where the email kind of crawls in, but the attachment is now stuck and won’t refresh. Where you swipe down on Instagram, and it just hangs there forever. Where the webpage only half-loaded and managed to lock-up the browser. Where you need to get onto that Zoom meeting but it won’t connect. Or when it connects, you’re getting two frames per second and your face looks like the guy from Minecraft.

Such has been my day, trying to do all of this… outside! But the trade-off in quality and quantity of this post is offset by all the glorious sunshine I managed to absorb, so we’ll call it even. And ZoomHanging with some friends, some of whom I hadn’t seen in 10 years.

But I should point out that I did my outside gig — at home, in my yard, where social distancing is imposed by fences, hedges and the laws that apply to private property. Unlike some of the pictures and videos I saw from yesterday evening.

A stunning sunset by any definition, the sort where last year we’d all run down to English Bay or Spanish Banks and soak it all in. Except that this isn’t last year and things are a lot different. Or, should be a lot different, but judging from what I’ve seen of last night, there is a large part of the population that seems to have had enough, and to hell with restrictions and social distancing and everything else. It looked like the typical crowd getting ready to see the fireworks. It looked like a lackadaisical attitude of “We’ve had enough” coupled with “I’m young and healthy” coupled with “Even if I get this, outcomes around here are exceedingly optimistic” coupled with “I probably had this already and am immune.”

The combination of that will lead to — well, I have no crystal ball. We seem to have been spared the worst of it, around here, for now. It doesn’t take a lot to radically change that, and this entire thing is evolving very differently all around the planet. We’re doing very well around here — a world-class example when measured against other comparables — in fact, in populations of 5 million or greater, we are amongst the best on the planet, if not number one. This is the sort of false confidence that can lead to real trouble as the Summer drags on, as the heat sticks around, as the curve stays sort of flat but… annoyingly, still new cases popping up… and then the fall hits, and the second wave that’s looming on the horizon… which everyone seems to agree will be bad in some places. The question, of course, is where.

I have been following South Korea from the start; they are a good model to follow, and if you’ve been looking at my charts for any period of time, you’ll have seen that black line flat, and far below everything else. Five days ago, their new test-positive counts were +3, +2 and +4 for a few days. And in the last two days, they’ve been +12 and +18. They’ve had a flare-up, which started in a nightclub or two. South Korea, from the start, has managed things with massive testing and contact tracing, so it will be interesting to see how well they can contain this. Hopefully it flares down as quickly as it flared up. In a perfect world, it’ll get squashed right down, but… nightclubs? A hot, enclosed environment where people are sweating and breathing heavily in close proximity? We shall see.

Unfortunately, as we well-know, there’s a 14-day lag to know for sure. That’s in South Korea, and that’s also around here. We won’t know what effect, if any, the beach-crowding from last night will have. Or, tonight’s expected beach-crowding. Or tomorrow’s. Or next weekend’s long weekend. The problem with that is that neither outcome is great. If nothing bad comes of it, as in we don’t see a big rise in numbers, that will empower the “See? No big deal” crowds and it will become harder and harder to convince people to stick to it… and when people stop enforcing upon themselves what’s in the best interest of the greater good, we all suffer the consequences…. especially when September/October and the possible second wave all roll in.

Or, these numbers do generate a visible spike in positive tests… in which case the business re-openings and social relaxations… the phases 2, 3 and 4… all get pushed back until we have numbers which align with when those things should happen. And if you want to see what happens when rules get relaxed when the numbers aren’t where they should be, the U.S. will be providing many examples in the weeks to come.

For now, great day all across Canada… declining numbers everywhere… but now is not the time to irresponsibly give back all we’ve gained from all the sacrifices we’ve collectively made over the last couple of months. It seems a lot of people don’t understand that and/or don’t care. The effects of that remain to be seen.

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Day 48 – May 3, 2020

In 2012, I was in L.A. to visit a movie set. The hotel was in a nice part of town; the set, perhaps not so much. I ordered an Uber, and a black SUV showed up. The destination (call it “Z”) was already entered into the app, so off we went. It was interesting to note that this driver had his car set up with at least four different phones or devices dangling from the windshield and dashboard. Uber, Nav, Music, actual phone… I don’t know.

But at one point, one of them went out of sync… and he asked, “I thought we’re going to Z”
“That’s right”, I replied.
“Well… this says we’re going somewhere else”

Odd.. some glitch… one of his devices was pointing to some location maybe 20 blocks away from Z. Call it X.

“No… not sure why. It’s Z”
“OK, because I can’t take you to X”
“No worries”

Curious though… so I asked…. “Just wondering, why can’t you take me to X?”
“Sir, I can’t take you to X”
“I understand, and we’re not going to X… I am just wondering what’s the big deal with X and if I wanted to, why you wouldn’t you take me there?”
“Sir, I told you, I will not take you to X”
“I don’t want to go to X. I want to go to Z. I am just curious… if I wanted to go to X, why wouldn’t you take me?”

He pulled the car over.
“I can’t take you to X. I can drop you here and you can find another Uber”
“I don’t think you understand. I don’t want go to X. I’ve never heard of X. I don’t know where or what it is. I am simply wondering what’s so bad with X that you wouldn’t drive me there”
“Sir, you’ll have to get another Uber”

We sat there for a moment, me trying to figure this out. This wasn’t a language issue; he spoke English perfectly. This was just a guy that couldn’t wrap his head around a hypothetical situation. Those two words, which are my favourite when put together… the two words that have led to all of the innovation that’s ever happened in history, when posed by somebody…”What if…” — this guy couldn’t process it; there seemed to be no version of “What if” in his world. I sat there imagining what it might be like to be playing chess against this guy. He moves a piece, you take it. “Oh, darn”. He moves another, and you take it too. “Oh, hmm, you’re good at this”. Well, I’m ok, but it sure helps that I can think ahead more than zero moves. Like I can propose a hypothetical situation in my mind, evaluate it, do that several times and come up with something useful.

But this guy… he just didn’t get it. And maybe he couldn’t.

“Yeah, ok, forget X. Let’s just go to Z”.

And off we went. But there was no more conversation after that, and as much as I really wanted to, I didn’t ask him the same question for the 10th time when we finally arrived. What was the point? He wouldn’t get it. And further to that, I guess the conversation bothered him, because my Uber rating dropped from a perfect 5 stars down to 4.92 after that.

I remember another time a friend sent around an email, asking us to answer a few simple math questions, and explain how we did them in our head. His son was having trouble with math at school, and he was looking for different ways of explaining things. Like, what’s 9+9. I was so surprised to see some answers that came back. Like, for me, it’s just 18. I just know that. But some people were saying… add 1 to each 9, that makes 20, then subtract 2. In their head, they were doing (9+1)+(9+1) – 2. Or 15+8, which for me is just 23, was somehow turned into (15+5)+3 for one person, and (15+10)-2 for another.

There’s obviously nothing wrong with thinking differently. Whatever works for you. But what happens when it doesn’t work?

This was brought to light (and it reminded me of these two examples) by a friend who commented on a recent post of mine, the one about Covidiots. That maybe calling them that was a little harsh; that maybe they not only don’t know any better, but perhaps they *can’t” know any better. Like it’s actually beyond them. There’s possibly some truth to that, and since I’m the biggest proponent of letting people live their lives with freedom and their own particular pursuit of happiness, what’s the big deal… the usual golden rule of “do unto others as you would have them do unto you” is actually a bit better if you change it slightly: “don’t do unto others as you wouldn’t have them do unto you.” It’s better because instead of imposing on others what you think is right, this un-imposes anything on anyone, as long as it’s not hurting you.

But that’s the thing. A bunch of people ignoring intelligent, well-thought-out and proven directives… has the potential to affect us all — drastically, and we’re no doubt going to see the results of it in different places.

The state of Oklahoma is opening up; they think they’re in a position to handle things, and reading their planned phase re-opening, I guess it might look good on paper. Oklahoma has a population of 4 million, compared to B.C.’s 5 million. They also have twice as many confirmed cases and twice as many deaths. They’ve already opened up hair salons, barbershops, spas, nail salons. Two days ago… restaurants, movie theatres, entertainment venues, gyms, spotting venues… the list goes on.

In trying to balance out the greater good of business vs. public health, the officials in Oklahoma made it mandatory for clients of the aforementioned businesses to wear masks. As we know, wearing a mask protects others more than it protects you, and it would make sense for the benefit of the workers of all these places that people wear masks. If they’re going to be subjected to hundreds of people, their safety needs to be taken into account.

That mandate lasted about 3 hours before it had to be lifted… as threats, violence and guns all made appearances… as a lot of people who perhaps aren’t quite clear on exactly what the constitution of their country actually says, protested that their rights were being violated. What’s becoming abundantly clear is that there is a group of people incapable of understanding. Their preconceived notions and/or brainwashing seems to preclude any sort of rational thinking. And it’s also clear that there will never be a way to convince them. And that, unfortunately, is putting everyone around them in danger. So let’s leave it at that… you’re free to do whatever you want, but if your ridiculous actions have the possibility of affecting me, then you’re a Covidiot.

A brief note about today’s numbers — there was a huge spike in Quebec’s numbers, apparently due to a computer error that had neglected to count 1,317 cases from the past. Not counting those, their 892 actual new cases for the day looks a lot better… but that jump obviously affects our national numbers as well. And, it’s quiet day in B.C. — I will correct my guess with tomorrow’s real data.

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Day 42 – April 27, 2020

Purely for the sake of creating examples, I am going to once again virtually kill a lot of people. Please don’t be sad… this is all made up as I go along.

  • Older lady, sheltering with family. All of them became a little sick, but not sick enough to get tested. Some fevers and coughs. She dies in her sleep, but doesn’t get tested. A few weeks later, the family is tested and they’ve all had it.
    – Young man, smoker, high blood pressure. Has a heart attack and dies. Tested and found to have had the virus.
    – Elderly man, tested positive, was doing ok at home, but breathing is becoming difficult. Gets in the car, speeding to the hospital, blows a red light and gets T-boned by a truck. Killed instantly.
    – Young man who, as a result of the lockdown, lost his business and is now losing his home, history of depression, commits suicide. Tests negative.
    – Same example as above, but tests positive.
    – Middle-aged man has a heart attack, rushed to hospital, but massive delay at ER… and dies while waiting for admission. Tests positive. Or negative. Whatever.

    I can come up with lots of “edge cases”, but perhaps they don’t serve much purpose other than to spark an interesting conversation. Some of these are obvious, some are not, and some, one could argue, should be… but aren’t.

    The question you might think I’m about to pose is… what counts as a COVID-19 death… and yes, that’s part of it… but trying to answer just that question… can be quite problematic.

    At the moment, there is confusion and disagreement with respect to what counts and what doesn’t. There is a certainly a big difference between dying of COVID-19, and dying with it. And there’s a lot of grey area in-between the obvious cases.

    To compound the confusion, different jurisdictions have different ways of counting things… and many of them have changed their method as time has progressed. On April 14th, the state of New York changed what counts as a COVID-19 death, adding 3,700 to their count. More recently, Pennsylvania made adjustments that lowered their number by 200.

    My examples above are only a tiny fraction of the sorts of cases one could argue one way or the other, and my examples are pretty superficial. When it comes to categorizing deaths where there were pre-exisitng conditions, it requires real medical knowledge, and even then… one lung is full of fluid but the other is not, patient was positive but that’s an unusual presentation of the virus, plus this, minus that… it’s up for debate among medical professionals, let alone everyone else who may have a vested interest in that number being higher or lower.

    It’s complicated. And, obviously, necessary to standardize in the long run so everyone can be talking about the same thing. But in the meantime, there’s another number that’s very telling and, to a great extent, indisputable.

    If you want to shut up the “it’s just a seasonal flu” crowd, and the “the death rate is like 0.04% because everyone already has it” crowd… look no further than excess deaths.

    Excess deaths is exactly what is sounds like… if in a certain place, on average, N people die in the month of March, and historically that’s held quite accurately as X% of the population, then you have a pretty good argument for COVID-19 deaths when that number is N+2,000. Even if the official tally says only 1,500 virus deaths, you know it’s been understated by up to 500… which would indicate undercounting by 33%

    You can then set aside the differences between states and countries as to what counts and what doesn’t, because after you factor out the obvious ones such as accidents, you have a bunch of deaths that are generally unaccounted for, with no category. There’s a good chance that this virus is their category.

    This has been going on long enough that we can actually start looking at those numbers, to see if they reveal anything of value.

    Note that there are times when averages are worth talking about… and there are times when they are not. Averaging the ages of passengers on a school bus full of kindergarten kids and their grandparents… tells us little. The average of 20 5-year-olds and 20 people aged 68 to 82… is about 40. And nobody on that bus is anywhere near that age. Two averages tell us a lot more… like one average is 5, and the other is 75.

    Keeping that in mind… is there any consistency with respect to excess deaths?

    Europe is a good place to look, with its diversity of population and experience during this pandemic. The average excess death percentage across 13 countries is 49%… which means for every two documented COVID-19 deaths, there was an additional one that flew under the radar.

    As one might expect, the hardest hit places were Italy (90%) and Spain (51%). Those are two places where things got out of control quickly… and also where there is already enough data to make sweeping generalizations. If you look at graphs of what this looks like, The Financial Times, at ft.com, has an article titled “Global coronavirus death toll could be 60% higher than reported” with lots of little graphs, per country, to look at.

    Note that this still isn’t apples to apples, because Spain and Italy were first, and are much further along their pandemic trajectory than others. In comparison, you might be tempted to look at other countries and think it doesn’t look so bad, but this is something to revisit in the future, when more than one month of data is available. Those graphs, per country, all show a series of flat, grey lines (previous years) and then the red 2020 line… which goes along quietly on top of the others and then suddenly spikes, sharply and quite alarmingly in most cases. What’s interesting to see is that these spikes are like ocean waves… and there’s no way to tell if that wave is crashing, or whether it’s the first part of the wall of a tsunami. Ideally, it spikes right back down again… and Spain and Italy may well be doing that. The others; the jury is still out. The England/Wales number is “only” 37%, but that graph looks ready to continue to rise, and/or at least continue to fill a long red section. As do many others.

    And when you drill down to certain, known areas of concern… New York City — forget the official stats… they have a 300% excess death-rate to look at. London, 96%. Paris, 122%. Stockholm, 75%. And if you look at Northern Italy, specifically the hard-hit Bergamo province… 464%.

    He are some raw and indisputable numbers of how it looks when things don’t get clamped down. Lots more people die, directly or indirectly, as a result of this virus.

These places seems distant and irrelevant to some of us here, lucky enough to live in a place with 39 new cases yesterday and only 11 today. And that’s a result of doing things right. It’s not just luck.

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Day 40 -April 25, 2020

When I was a kid, I used to ride my bike all over the place… without a helmet. Also, when I was a kid, I was taken to many soccer practices and games in the back of a station wagon — the coach’s car served as a sort of team bus… and since I was near the end of the “bus route”… I’d end up thrown in the back, along with the soccer balls and oranges… all of us bouncing along to the endless rhythm of a creaky suspension. And… quick right turns and pot holes… often, the trip to and from the field bruised me up more than the soccer itself.

Such was the spirit of how it was in the late 70s, so it won’t surprise anyone to learn that flying in those days was also a little more lax. On family trips where the plane’s seating configuration was 3-4-3, we would be in that middle section… my parents on the aisles, my sister and I trapped in the middle… and that was ok, because on long flights, one of us would curl up on the two middle seats, and the other on the floor. And, to be honest, I preferred the floor. There was more room there… and sometimes, if we had the bulkhead, we’d both wind up there… sleeping on the floor, for hours. Seatbelts? LOL. The flight attendants would provide us extra pillows and blankets and smile at the cute little kids sprawled out on the carpet.

Back then, you could smoke on planes, and many people did. In my earliest memories, the entire plane was one large smoking pit. But I have an excellent memory of when they instituted a no-smoking section, at the back of the plane. My parents booked seats back there, but when got to our four seats, every other seat around us was already occupied, many of them with people smoking. My father found a flight attendant and asked… aren’t these supposed to be no-smoking? “Oh sorry… yes….” she replied, and then proceeded to velcro onto our four headrests these little fabric “No Smoking” logos. Perfect… problem solved.

I remember that flight in particular… because I sat there, unable to sleep, and inhaling 2nd-hand smoke for 8 hours. And I remember that whole charade of the the no-smoking nonsense…. like, forget the ridiculous and meaningless logos attached to our seats, ironically perhaps, given that we were the only people within 3 rows either way who didn’t smoke… but, seriously, what difference is it going to make anyway. If one single person on this plane is smoking, we’re all smoking. It’s not like we can open a window, and there’s only so much recirculated air filtering can do with that volume of smoke. On top of that, we were so far back, we couldn’t see the movie… which was one big crappy projection screen 30 rows ahead of us, blocked by 100 heads, faded and scratched with time, barely visible through the haze of smoke… and the sound wasn’t electronic headphones but rather these plastic tubes that conducted sound via air, not electrons. The whole thing sucked.

It’s ludicrous to imagine that, with a straight face, an airline can offer a no-smoking section… like rows 10 to 29 are smoking, but 30 to 50 are not. The guy in row 31 has a pretty valid complaint when he says he didn’t sign up for this.

Similarly, today… the guy who lives in Alabama, but near the Georgia border…

OK, let’s back up a bit and expand my little airplane metaphor. What if this 50-row plane was… umm, “governed” by 50 different flight attendants. And each flight attendant could make their own rules about what gets to happen on their particular row. Row 11 is no smoking, but free drinks. Row 14 is smoking but no drinking. Row 17 allows smoking, but only cigars and pipes. Row 20 was promised as no smoking and no drinking, but the raucous from the 10 rows in front of it are making it an unpleasant journey for those folks.

To a great extent, when everyone booked their seat, they really didn’t know what rules would apply, nor did they realize that they might change “on the fly (haha)”, but many are complaining that it’s not fair that row 25 gets this, but row 29 does not. The plane hasn’t even taken off yet, and it’s chaos… and, typically, when there’s confusion in the cabin, the flight attendants look to the captain and co-pilot for guidance… but let’s not go there again.

Back on the ground, the state Georgia, as of yesterday, is back in business. Some of it, anyway… including gyms, fitness centers, bowling alleys, body-art studios, barbers, cosmetologists, hair designers, nail care artists, estheticians and massage therapists. It’s a curious list… gyms? Fitness centres? Bowling alleys? Places where lots of people breathe hard, touch common surfaces and are in close quarters? Should be fine.

Since there is no relevant leadership at the federal level, and no federal guidance… it’s up to the 50 states to decide what they want to do. Given the individual differences and motivations and lobbying efforts at the state level (Gyms? Bowling alleys?), things will be 50 versions of different. And that can turn out to be a pretty serious problem, because the cigarette smoke from Georgia will most certainly drift into Alabama. And Florida, and Tennessee, and the Carolinas.

There is understandably a tremendous amount of pressure to get things going again. Around here, there’s a plan in place, based on what we’re seeing and expect to see in the near future. Today’s jump in numbers in B.C. can be attributed largely to the breakouts in known clusters, in this case, a correctional facility. That’s one number to look at, but just as important are hospitalizations and ICU cases. There’s no jump there. And generally speaking, across the country today, encouraging signs that the trend continues to show a slowing of growth. TTD numbers used to be a few days… and now they are a few weeks. This is exactly what we want to see to line things up for re-opening the province… and the country.

But doing so requires a coordinated effort, with buy-in from everyone.

Looking below the 49th, doing it differently all over the place guarantees one thing: everyone, doing something different, can’t all be right. Which means in some places it will be wrong… how wrong, and the effects of that… remain to be seen.

Fasten your seatbelts, my American friends… there’s turbulence ahead. Rest assured, the plane will eventually land safely… but it’ll be a bumpy ride.

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Day 38 – April 23, 2020

When I was a kid, I was taught that the dinosaurs died out sixty-five million years ago. More recently, my kids, when they were in elementary school studying dinosaurs… were taught that they died out sixty-six million years ago. How exactly did a million years elapse in less than 50? Was it at 65,999,980 in the late 70s, and it just recently “rolled” over to 66?

No… but something must have changed, and it did, from various directions. Geophysicists, geologists, palaeontologists and other researchers… all working on completely different things — some drilling for oil in the Gulf of Mexico, some working on hypotheses regarding the mass-extinction event from around 65 million years ago, some researching a very thin but fossil-diverse soil layer in New Jersey from around that time period… at some point, in the early 80s, someone asked the “what if…?” of a meteor/asteroid/comet slamming into earth might hold some explanations… and indeed, the puzzle pieces all fit. And, further to that, if that were the case, we should also be finding other things, specifically… well, this and that, and when “this and that” were searched for, they were found. Including dating that massive crater to just over 66 million years.

That crater (the Chicxulub crater — 100km wide, 30km deep) was caused by a piece of rock somewhere between 11 and 81 km in diameter, slamming into the earth with a force of somewhere around 500 billion Hiroshima A-bombs. That’s a lot of bombs… so let’s do some ridiculous math…

Each bomb is 3 metres long…. so if we line them up, end to end, that’s 1.5 billion km. That’s from earth, to the sun… and back. Five times. Or back and forth to Mars, four times. Or one, nice long line of A-bombs… from here to Saturn.

So imagine all that firepower concentrated in one spot, all blowing up at once. It’s a wonder the earth itself survived. It did, though the massive earthquakes and tsunamis and acid rain and volcanic eruptions and blocked-out sun for years… did not make for great living conditions. All of the terrestrial-based dinosaurs were wiped out, and all that’s left of them are the ones that could literally fly above disaster below. Indeed, from a dinosaur’s point of view, we are all living in a post-apocalyptic world.

And how do we know all this? Science. Knowledge attained through study and practice. Knowledge acquired through the rigours of scientific testing, which itself implies a methodology that includes proving hypotheses though experimentation, data-collection and analysis. It’s not vague hand-waving and guesswork.

Which is why it’s getting a little frustrating listening to some of the nonsense spewing out of the mouths of some politicians and business leaders from around the world. Yeah, we get it — the economy is in shambles. We need to get back to normal. Everybody is suffering. But when the vast majority of scientists agree on something, they’re probably right. And when it’s not what you want to hear, that doesn’t make them the bad guy. Listen to them. Don’t fire them. We are all suffering through this present situation, and the virus doesn’t care who you are, what your political motivations are, how much money you’re losing every day. But the virus does care about surviving…if it could think, that’s the only thing it would care about. In fact, if it could survive without causing you any bad side-effects, it’d probably choose that, because then it could propagate further and guarantee its survival. Either way, it’s not going to go away on its own… and its efforts to survive hurt us… and if we left it to run wild, we would be in a world of hurt.

Many different scientists are working on this. Not geologists nor palaeontologists. More like epidemiologists, microbiologists, immunologists, virologists and biotechnologists. And a whole host of other “…ists”. Today, they say things like “social distance” and “lockdown”, and for that, they’re the bad guys. One day, when the same people are saying, “here’s a vaccine”, they will be heroes.

They’re already heroes, thrown into a spotlight none of them ever wanted. “Leave me alone to do my research for the greater good”, they would tell you… but instead, they seem to face the wrath of those who don’t want to deal with reality because it conflicts with their electorate and/or bottom line.

Once again, and I’ve said this countless times… we’re very lucky around here. We have scientists who know what they’re talking about and we have politicians who listen to them and we have business leaders who understand the big picture. Looking around the world, we seem to be in a fortunate bubble of intelligence, harmony and cooperation… which is why if we do what they say, we will all get out of this sooner. And today is a good example; only 29 new cases here in B.C., including cases in known clusters… which means, at most, only a handful of new community cases. No jumps in hospitalizations or ICU cases. Steady as she goes.

And by the way, scientists… you managed to adjust that dinosaur number by a million years… we’ve been at this for about 4 months now… and back then, we were being told a vaccine in 12 to 18 months away. Can we adjust that a bit…? How about 8 to 14 months?

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Day 37 – April 22, 2020

I left the house yesterday, for the first time in a while. Some things need to be done in person… I drove downtown to my bank’s main branch, one of the few that’s open. With all of it pre-arranged, I put on a mask, gloves… walked in, put down a piece of paper, grabbed some cash and left. It took less than 2 minutes. I’d like to pretend the mask was so they wouldn’t know who I am, and the gloves so I wouldn’t leave fingerprints. The piece of paper would’ve been a stick-up note, of course… I was alone, so I just went back to the car and drove home… but I wish I’d have had a driver, so I could’ve jumped into the car and screamed, “Step on it!!” — because that whole episode was about as close as I’ll ever come to robbing a bank.

The drive home reminded me of when I got my first car in 1986. Driving up and down Granville St. in the middle of the day with so little traffic — that’s what it used to feel like driving here 30+ years ago. It also reminded me of how I used to drive in those days… in an effort to always be able to speed off with no traffic in front of me. Like, if you’re on a road with two lanes going your way and you’re approaching a red light, and there’s a car stopped there in one of the lanes, you change to the open lane. Or if there are already two cars there, pick the one that’s likelier to go faster than the other, so you can find that space to go around both of them. Switch lanes to follow the faster car. When one is a truck and the other is a Ferrari, it’s easy. Or when the guy in the left lane is turning… or the one in the right lane is turning, but there are pedestrians. Whatever the case, pick the lane that’ll open up quicker.

But what happens when both are the same car, like identical? And you didn’t notice which one approached the light quicker. It could go either way… so you have to make a simple guess. And if someone behind you is also approaching the light, and they think the same way you do, they’ll see two cars in one lane and one in the other, and simply pick the emptier one. Now that guy is next to you, and neither of you knows who’s going to go faster.

What’s interesting about that situation is that you got to go first in making your decision… but it might not be to your advantage. You zigged, so he zagged in response. You acted, he reacted. Going second is often the easier choice, especially if there’s something to learn from the guy who went first… but even if there’s nothing to learn, the guy going first isn’t always right, and when he’s wrong, you get to be right. And when you do get to learn something… well, imagine a game of Rock-Paper-Scissors where you get to go second… a moment after your opponent has thrown their move. Not much of a game.

It’s generally accepted that going first in chess gives you an advantage, at least initially. White gets to go first, and most chess players prefer white. That was easy. But when it comes to handling the huge unknowns of a global pandemic… things aren’t as simple as Chess Club.

The world has given us plenty of examples. There’s a “let’s learn from the others” club. Canada is part of that club. New Zealand as well, one of its proudest members.

There’s the “we’ll do it our way” club, with the U.K. as the charter member, and Sweden joining in later, even after the founding nation cancelled its membership.

There’s the “we’re too unorganized to respond properly, for a variety of reasons”, where the U.S. is the predominant member, but others are scrambling to join.

There is also the “we knew what was coming and saw all of the examples but still didn’t respond properly” club, and its newest member is Mexico. They are suddenly realizing a lot more could have (and should have) been done, but now it’s looking like that lack of flattening the curve will lead to a situation where their medical infrastructure can’t handle it. Or, conversely, as other sources claim, there’s no problem that can’t be handled. And into the mix, no mandatory isolation… and public fighting between the private sector and the government, with some business leaders demanding the country stay open and urging people to ignore suggestions from the health minister. Throw into the mix the drug cartel, who themselves are handing out care packages to people (rice, pasta, cooking oil, toilet paper) with pictures of “El Chapo” on them… against the expressed wishes of the government. The model where everyone is pulling in different directions, to better serve their own individual needs or beliefs… has not worked well. Here comes one more member for that particular club… one you don’t want to join.

Closer to home… there was a spike in new cases, but it was to be expected. The outbreak in the poultry facility is just one cluster where testing is catching up to the outbreak… so we may see bigger numbers in the coming days, but they don’t necessarily reflect a bad trend; in fact, hospitalizations and ICU cases are at their lowest levels for the month. But… it does imply… we have a ways to go before the real openings can begin. These numbers need to go down, steadily… not just keep level. Let’s all keep doing what we’re doing… as fruitless as it sometimes seems, because things are going so well around here; it’s because of what we’re doing that they are… and let’s not wreck it. We’re getting there. But you want it to be over now, and I get that too. Join the club.

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