Idea

Day 77 – June 1, 2020

One of my all-time favourite movies is “Inception”. Christopher Nolan’s film-making and story-telling won many awards, and deservedly so, but above and beyond that is one of the fundamental concepts of the movie, and it’s a fascinating one. Its importance plays out in the world continually. Even if you haven’t seen the movie, that basic idea is easy to understand… the difference of a thought, and its origin, and how different you treat a thought, depending on whether you came up with it yourself, or whether it was suggested to you. And how you might act completely differently, depending on that.

The simplest example… I tell you to think about pink elephants. Now you’re thinking about pink elephants… but you know it was me that made you think of them.

A better example… after dinner, you realize you haven’t done the kitchen cleanup all on your own in a long time, and decide you’re going to be a nice person and do everyone a favour. “I’m going to wash the entire kitchen”, you think to yourself, happy and proud to be a helpful and appreciated part of the family.

Compared to… you thinking that, but before you get a chance to announce it, someone says… “Hey… you haven’t done the kitchen in a while… go do it”. The end result of the action you ultimately take might be the same, but you’ll be thinking about it very differently.

In fact, you might have been mere moments away from announcing your intention, but now that someone else suggested it to you, it completely reframes it… and you probably feel differently (and not as good) about it. So much so that you might be tempted to say, “Hey, I was going to do it, but if you put it that way — forget it. You do it.”

The magic would be, from someone else’s point of view, if they could plant that thought into your head. They want you to do the kitchen, but they want you to come up with the idea. When you own the idea, you feel a lot differently about it, and… more importantly, you’re far likelier to take responsibility for it.

Throughout my life, I’ve been on both sides of that… well all have… professionally, personally, whatever… there’s no technical solution to Inception, as in the movie, with fancy (and presently non-existentent) technology… so in the real world, the closest thing would be social engineering — not in the sinister fashion of trying to extract login or bank info from people, but by simply interacting with people in a way that guides things in the direction — and ultimately, conclusion — that you’re hoping for.

From one point of view, this can happen when someone has managed to surround themselves with excellent, intelligent people… but because of corporate hierarchies, they’re the one in charge, and the decisions and responsibility fall on them… yet the real brains may be “below” them. Nobody down there wants to be responsible; it’s better for those people if the boss comes up with the idea… so while they won’t come right out and say it, they know exactly what needs to happen… and will dance around it until the boss says, “Hey! I have a great idea!”. “Great!”, they will reply… knowing exactly what’s coming.

The other point of view… well, as a parent, you quickly learn that there comes a point where telling your kids what to do… doesn’t work. As per above, “Do the dishes, now!” isn’t often met with the success for which one would hope. But here’s what does work… “Hey, we want to try to start watching the movie at 8. Try to get everything you need to get done… out of the way by then.” They know they have to do the dishes; you don’t need to even mention it. And, now the power is entirely in their hands. It’ll be their idea of “Oh… better do the dishes”.

With respect to this pandemic, I’ve spoken about the difference between having a doctor instead of a politician in charge. And that even though there are politicians involved, they’re deferring to her order, and the messaging is clear. There is one voice…. but… Dr. Henry isn’t really telling us what to do. Like an excellent parent, she’s transparently presenting us all the facts, but to a great extent, letting us figure out for ourselves how to act. She’s never said “Don’t travel this weekend.” — but she’s hinted as to why it’d be a bad idea and suggested against it… yet left it in all of our collective minds to consider… to the extent that if you did, or if you’re not socially distancing, or if you’re not wearing a mask when you really should… you’ll actually feel a little guilty about it. You’ll actually have taken ownership of the decision… and I think our high compliance numbers and resulting success are a great testament to that one simple fact… a fact that has even bigger implications these days; great success can be found by educating people, and arming them with enough knowledge that it allows them to reach correct conclusions on their own.

View Original Post and All Comments on Facebook

By |2020-10-08T01:23:07-07:00June 1st, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Politics, Philosophy, Art & Literature|Tags: , , , , , , , , , |4 Comments
Read More

Day 76 – May 31, 2020

Looking around the world for some good, optimistic news… we could all use a bit of that… I came across both France and Italy, both showing steadily declining numbers… and entering re-opening phases… a very welcome progression for those two places that were hit very hard.

One of the well-known symptoms of COVID-19 is how it affects the sense of taste and smell.. and that reminded me of amusing thought… due to an observation I had when I was in Paris in 1996. My girlfriend at the time was studying a year abroad at The Sorbonne, and I’d gone over to visit her for a couple of weeks. We didn’t have a lot of money to spare as we were saving money to go to Italy the following week, so we spent most days just wandering the streets of Paris, from park to park, coffee shop to coffee shop. And what struck me were two things; everybody smoked, and nobody picked up after their dogs. The streets were littered with cigarette butts and dogshit, and it occurred to me that the two things were connected. Most people didn’t realize now badly their city smelled, because all they could sense on a continual basis was cigarette smoke. Actively, stale or second-hand — you couldn’t get away from it.

And all of that reminds me of a funny story…

She lived in a tiny apartment above a coffee shop that she frequented, and on my first morning there, we went down to grab a coffee.

“Un latée, si vous plait”, I said to the shopkeeper/barista/older French guy.

“Monsiour, there is no such thing as a ‘latée’ — what you want is a café-au-lait. You Americans… you butcher our language.”

Whoah dude, what… jeez.

Typically, in that situation, the first thing I do is clarify the very relevant, important and proud point that I am Canadian, not American. But in that very WTF moment, what I said was… and I should point out, I don’t speak German… but having visited Berlin a few years earlier, I still remembered a few key words… and so what I found myself saying was,

“You know… if it weren’t for us Americans, I wouldn’t be asking for a latée… or a café-au-lait… I’d be asking for Ein Heisse Milch Kaffe.”

As you might imagine, that was not well-received. The look of genuine surprise on his face though, the way his eyes got all wide… his own WTF expression… that was funny.

“Get out. Don’t come back”.

Hell yeah man, we’re outta here, and we’re not looking back.

So that’s how you get banned from a French coffee shop. The girlfriend wasn’t too pleased, having had her daily coffee hook-up destroyed (it wasn’t, she went right back to it after I left), but that whole episode brought to mind that old saying that France is wonderful, except for the people. I don’t really agree with that; we met some great people on that trip and I’ve been back there a few times since. Always a great experience. Arrogant jerks come in all shapes and sizes, and you’ll find them everywhere.

And we did make it to Italy, near the end of the trip… near the end of the relationship too, in fact… due to episodes like that one, but also this:

The idea was to get to Venice, but it was going to be shoestring all the way. Staying in Venice was out of the question, but we found a cheap hostel in Padova, about a 30-minute train ride away. Cool hostel by the way… the rooms were all molded plastic. The bathroom — sink/toilet/shower — was one tiny molded room, and after you used it, you’d push a button and the entire thing — every part of it, would be thoroughly cleaned; a whole cycle of soap/rinse/dry.

So in the morning, we headed to the train station to catch the train to Venice. I don’t remember how much the tickets were in Lira (this was before the Euro), but it was roughly $14 for a 1st-class ticket and $12 for a 2nd-class ticket, and we got into a huge argument. I wanted to pay the extra $2, and she argued we didn’t need to. Come on it’s only $4, yeah but it’s throwing money away, yeah but jeez, for the experience, who knows when we’ll be back here, as if we’re ever coming back here together, etc. Finally, I had to cave because — well, does that even need explaining. In any event, she spoke Italian so she went to deal with it… she bought us two 2nd-class tickets and she guided us to the platform and onto one of the train’s 2nd-class cars.

And, I have to be honest. It was really nice. Plush, comfortable seats. Not crowded. Quiet. Air conditioned. Wow, I thought… this is great. OK, I was wrong.

Halfway through the journey, the conductor shows up to take our tickets. We hand them over. He frowns. No no, he says… not 1st class. Huh? Oh crap… we’re sitting in 1st class. Oops. Sorry, we say… we will move right away. No no, he says, wagging his finger at us… you pay. Oh… yeah, ok, we will pay. Ironic, I think… all that fighting for nothing; here we are. I’m prepared to pay the “upgrade”, except now they’re both arguing and she’s getting upset and eventually explains to me that no, we can’t just upgrade the tickets… we’re being fined. She’s crying, I’m yelling, and he’s telling us police will be meeting us at the other end if we refuse to pay the fine, on the spot. The fine was $40 each, which took our entire budget for the day. I’d been trying to figure out how we were going to eat, catch a chamber-music concert at some church, and go for a gondola ride with the budget we’d had. The problem was solved… we did none of that… just wandered the streets (and bridges) of Venice till we could walk no more. At least there was less dogshit to contend with.

Yes… this has little to do with anything; blame it on Dr. Henry and her lack of releasing numbers on Sundays. I will correct the numbers tomorrow, as usual, and hopefully have something more relevant to convey… but it seems to be a “flat-or-better” sort of day.

But for now, that’s it; the weather looks good… maybe go outside and take your dog for a walk. And pick-up after it.

View Original Post and All Comments on Facebook

By |2020-10-08T01:23:08-07:00May 31st, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Life in Vancouver, Travel Stories, Sports & Gaming, Philosophy, Art & Literature|Tags: , , , , , , , , , , , , , |17 Comments
Read More

Day 74 – May 29, 2020

If you’re a flat-earther… stop reading now. But if you actually believe the earth is a sphere (it’s actually an oblate spheroid, a little flatter at the poles and bulging at the equator, because of the spin… but whatever…), then you may have wondered at some point… how fast am I moving? If you’re standing at the South Pole, the answer is… you’re not… you’re just spinning in a very slow circle, completing a full revolution once a day. The circumference at the equator is 40,000km, and a day lasts 24 hours, so the math is simple — you’re whizzing along at 1,667 km/h… a little over 1,000 MPH. Actually, you’re moving through space a lot faster than that… because the earth moves around the sun, and our solar system spins around the center of our galaxy… and our galaxy itself is also moving through space, at over 2 million km/h. There’s no better proof of the impossibility of time travel than that… even if you move back in time one second, you’d materialize in the middle of nowhere, out in space somewhere. OK, that was a tangent… where was I…

The city of San José, Costa Rica, is a little over 1,000km north of the equator, somewhere around the 10-11º latitude. What’s interesting about places close to the equator is how quickly the sun rises and sun sets. Given how fast the earth is moving at that spot, it makes sense. It goes from full sunshine to pitch black in less than 30 minutes, and same with sunrise, but the other way around. And how little sunrise/sunset times change throughout the year. Without exception, no matter what time of the year it is, somewhere between 5am and 6am, pitch black to brilliant sunshine. And sometime between 5pm and 6pm, the opposite. Every day lasts almost exactly 12 hours. They have no idea what it’s like around here, for it to be pitch black at 4:30pm on those miserable Winter days, or brilliant sunshine after 9pm (coming in less than a month!)

What’s also interesting about San José is the temperature variation throughout the year — or lack thereof. There are no hot or cold seasons… it’s all the same, year-round, and the temperature range is a narrow sliver. Over a typical year, the coldest temperature is around 18ºC (64ºF) and the hottest is around 27ºC (80ºF). That’s only a 9ºC difference, and if that’s all you’ve ever known, the temperatures near the edge of that range can feel extreme… which leads to the amusing situation some friends and I found ourselves in when we were there. We were staying in a nice place with a beautiful pool… and it was after dinner, already dark, but it was 18ºC out… more than suitable pool weather. So we’re in the pool, splashing around, having a great time… and there’s a security guard wandering around… in a full winter jacket, toque, gloves and ear-muffs. Looking at us like we’re crazy. And we’re looking at him like he’s crazy.

But that’s all he knows, and that’s all he’s used to, and 18ºC to him is like -20ºC to us… the very edge of super-cold.

And now you’re wondering what this might have to do with this pandemic (I was going to say “global pandemic”, but every time I do, my son corrects me… “As opposed to what, dad… a neighbourhood pandemic?” — OK, it’s a pandemic… it’s global. And it’s very straightforward… it’s making us look at things differently, for us — but things that for certain people are a way of life, because they were already used to it.

Indeed, I think for a lot of people, adjusting to the new-normal has been a bigger shock, the more complicated their previous life was. Because really, the simpler your life was before, the easier (if any) adjustments you had to make. Some remote village where people live self-sufficiently, grow their own food, fish, raise chickens… they’re barely, if at all, affected. There’s that lingering thought I keep having about simplifying life in general, because now that things are starting to open up, my old life is pulling me back in, and I find myself resisting a bit.

We’re still far from the end of this, and we’re all itching to bring back at least some degree of familiar normalcy. It’ll be a far cry from the real thing, which is coming one day… on the (hopefully not too) distant horizon… but even when things are 100% back to normal, I hope we can hold on to some of the not-so-normal, that was imposed upon us… because it’s not all bad. I certainly hope so. I’m trying.

When I told some guy in Costa Rica that it sometimes doesn’t get dark until after 9pm here, he was startled… and he asked, “What do you do?”. What an interesting question… what do you do with all that extra daylight. Well, the answer, I suppose, is you make the best of it. Much like we’ve all been making “the best of it”. But hopefully we’ve learned something that carries through; something that was very new to us, but blatantly obvious to someone else, someone from whose life we had something to learn, even if we didn’t know it before.

View Original Post and All Comments on Facebook

By |2020-10-08T01:23:08-07:00May 29th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Life in Vancouver, Humour, Space & Astronomy, Philosophy, Art & Literature|Tags: , , , , , , , , |0 Comments
Read More

Day 70 – May 25, 2020

Yesterday’s post was met with a wide range of reaction, and the questions and comments lead me to think a bit of clarification and more detail would be appropriate. Some of those comments came from Swedes themselves, a little bit upset at being painted somewhat ruthlessly; to clarify, I’m speaking about leadership and their policies; not the general population, many of whom don’t agree with the official policy in the first place. And to also clarify, I’m not implying their leadership and epidemiologists are evil. They simply came up with a strategy, and it’s not working as they’d hoped. So, här är del två…

I first wrote about Sweden on April 10th… more than 6 weeks ago. I welcome you to scroll down and find it — it’s a pretty good summary of where things stood at that point, what measures where (and weren’t) in place, and what I thought of the whole idea. And sure, “What do you know?” is a fair question to ask of me… especially 6 weeks ago. We’re all continually asking the question of each other, and hopefully learning something. That same article also mentions a famous letter signed by more than 2,000 Swedish doctors, scientists and professors… the contents of which can be summarized succinctly as it relates to government policy (which hasn’t changed): “They are leading us to catastrophe”.

First of all, let’s clarify exactly what is meant by herd immunity.

Herd immunity is where enough people of a population are immune to the extent that the infection will no longer spread within that group. The more infectious a disease, the higher that percentage has to be. For example, mumps is very contagious. It has an Rø of 10 to 12, meaning every infected person will infect, on average, 10 to 12 others. Left unchecked, this would lead to 95% of the population getting infected. After that, the population can be considered to have acquired herd immunity, and the other 5% will inherit the benefit of that… because at that point, there’s no one left to catch it from. Measles has similar numbers. That particular herd-immunity threshold is very high, and can only be reached via vaccination because allowing everyone to catch either of those horrible diseases is not an option. And these days, completely preventable.

With the way the math works, the higher the Rø, the higher that herd immunity threshold. For COVID-19, estimates seem to run between 1.4 and 3.9. Both of those numbers seem extreme, but for the record, they imply a range of 29-74% to achieve herd immunity. An Rø of 2.3 seems to be generally accepted, implying herd immunity could be achieved with 57% of the population having become infected.

Is that likely in Sweden? Anywhere?

Before we answer that, it’s worth noting that the policy-makers in charge in Sweden have been backing away from claiming this was the idea in the first place. It’s a mixed message for sure, and it’s changed over time. I think it’s reasonable to assume it was the original intent; shelter those most at risk (an impossible task, but that’s also a different discussion) and then let the virus do as it may. But, to confuse things a bit, while businesses were to be open, a vast number of Swedes, not too different from Americans in some confused places, said to hell with what the government tells us; we will take our lead from others, perhaps like those 2,000 who signed that letter.

That’s intelligent on their part, but certainly affects the plan of “get the virus out there”. You can’t have it both ways, and perhaps you end up in a purgatory of sorts… where there’s too much illness to be handled properly, but nowhere near enough to be even close to establishing herd immunity. Indeed, by an order of magnitude, nobody on the planet is even remotely close. What do we need? 70% 60%? I’ll give you 50%. What’s Sweden at? Maybe 9%. More likely closer to 7%. And let me clarify… I am in no way blaming Swedish society for not doing their part; I’d have done the same thing, isolating myself and not frequenting crowded places. Even without any sort of lockdown, achieving herd immunity was not going to happen. Even if it were possible, it’d take years. To be sure, there are a lot more people who’ve been infected than we know… but still… that Stanford study that implied infection rates 50 to 85 times higher than thought… there are problems with that study, but let’s take it at face value… where are we at with that, near San Francicso? 2%. Nobody is even close to herd immunity, and it’s likely nobody will get there. Of course, a vaccine achieves that instantly, and that’s why we’re diligently aiming in that direction.

That sad thing about Sweden is that they could’ve seen it coming, but did nothing to prevent it. The U.K. tried this strategy… shelter the weak, keep things open, weather the storm… and bailed on it around March 17th. The U.K. was only at around 2,000 cases, but it was the drastic nature of growth that led them to quickly understand how bad this could get. Sweden had seen its 1,000th case by then, but it wouldn’t have been too late to re-evaluate then. Or the next day. Or any of the 40+ days since.

There is a discernible and not-too-surprising pattern emerging around the world; here are the worst three countries… for total cases, and daily new cases. In other words, not only have they seen the most cases, but they’re all still growing — faster than anyone else: U.S., Brazil, Russia. What do they have in common? Here’s a hint: Trump, Bolsonaro, Putin. Try changing those minds.

The Prime Minister of Sweden, Stefan Löfven, is no renegade populist. He’s a social democrat. And he’s dealing with a population of only 10 million people. It’s not great now, but it’s not too late. I wrote recently about the joys of being wrong, and the opportunities it affords. Perhaps it’s time for Sweden to give it some thought.

View Original Post and All Comments on Facebook

By |2020-10-08T01:23:10-07:00May 25th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Politics, Science of COVID-19, Life in Vancouver, Philosophy, Art & Literature|Tags: , , , , , , , , , , , , , , |7 Comments
Read More

Day 65 – May 20, 2020

Some years ago, I travelled down to Santiago, Chile, and stayed at a “W” hotel. I’d never stayed there, but it was in the area I needed to be, and why not try something new. I don’t usually do well in “W”-type hotels because it’s just not my scene. I get that there’s an entire demographic that loves that sort of stuff, but for me… being in a place that’s trying too hard to be hip and cool, it just comes across as pretentious, Bright purple colours, edgy art, a DJ during what’s supposed to be a quiet Sunday brunch, a lobby that feels like a nightclub and is full of people who aren’t guests — but just want to be seen there. In trying to emulate what they think is hip and cool, they lose the message. And when you couple that with cultural differences… what you end up with is what greeted me shortly after arrival, when I called down to housekeeping. They answered, and here’s how it went:

“Whatever”
“Umm… hello….?”
“Yes, Mr. Kemeny… what can I do for you?”
“Oh… hi. Yeah, do you have any extra coat hangers? Could you please send some up?”
“Whatever”
“Uhhh… sorry, what?”
“Yes, right away… someone will be up right away with some hangers.”
“O…K… great. Thank you.”
“Whatever”

She hung up, and I sat there thinking about it. I totally get where they think they’re coming from… it’s their “W” motto — “Whatever, Whenever”. It’s plastered all over the walls, as in, “Whatever you want, Whenever you want it”. That message is clear and appreciated and exactly what you’d hope for in a boutique hotel. But in trying too hard, and not quite getting it, it comes across as incredibly rude and dismissive.

Don’t get me wrong, I found it amusing, and completely embraced it for my entire stay. I’d get in the elevator, and someone from the hotel staff would say hello, and I’d say…. “Whatever!”, with a big smile. Walking out the front door, the doorman would wish me a good day and I’d reply, “Whatever!”, and give him a nice tip. It became my de-facto reply to everything, especially because it’s often what I’d feel like saying anyway. Still or sparkling water? Feather or foam pillows? Milk or Cream? Freshen the towels? Restock the mini-bar? Turndown Service? Whatever.

For those who grew up with that word and its more common use, you understand that hearing that word from someone doesn’t usually mean “Oh, absolutely, whatever you’d like”. It means something more like, “Your opinion is worthless to me, and while I heard what you just said, I couldn’t care less.” They say the opposite of love isn’t hate, it’s indifference. Indeed, what would be worse to hear back after telling someone you love them? It probably doesn’t get much worse than “whatever”.

As this pandemic goes on, that word and its implications are showing up, and not in the good way. Why aren’t you wearing a mask? Why aren’t you social distancing? Are you really heading out of town for the long weekend? Doesn’t it concern you? The “whatever” replies in this context are a bit more sinister than usual, because in a way, what they’re saying is not just “Your opinion doesn’t matter to me”, but also, “Your health or well-being doesn’t matter to me.”

The great success we’ve had around here fighting this thing… can have a bit of a downside, and that is people getting too complacent, too “whatever”. We aren’t through this yet; not by a long-shot. The idea was to flatten the curve, to be sure our medical infrastructure could handle things if they got a lot worse. Thankfully, that was achieved and things did not get too bad… but rest assured, they still could.

And if you weren’t going around saying, “whatever” a few weeks ago, you certainly shouldn’t be going around saying it now. There’s a big risk that things stay relatively flat, we all see that, and our “whatever” attitude starts taking over as the weather gets better than things open up. I hope we can all remember exactly where we’re at, not even halfway to the end of this. We keep hearing that the second wave can be a lot worse than the first one. As much as I loathe fear-mongering from the media — oohhh, here’s a scary story, click here to read it… this common house-hold item could kill you — click here to find out what it is! — I really dislike that crap, especially because I fall for it as often as you. But the one fear-mongering thing I welcome these days is what we’re being told repeatedly about what can happen if this thing gets out of control. And it will, in some parts of the world. How about we don’t let it happen here.

We all have a roadmap from 100 years ago… there was a first wave, things got better, restrictions were lifted… things went back to normal… more than they should’ve, people dancing in the streets rejoicing… including a huge, crowded parade in Philadelphia (among others)…and suddenly, things got very bad, very quickly. That was a whole lot of people saying… whatever.

So, ok… let’s use that word, but in the good way. When someone asks you to put on a mask, take a step back, move the discussion outside… you can certainly say “whatever” — as in, “Of course, whatever you’d like.”

View Original Post and All Comments on Facebook

By |2020-10-08T01:24:22-07:00May 20th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Life in Vancouver, Travel Stories, Philosophy, Art & Literature|Tags: , , , , , , |10 Comments
Read More

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.

View Original Post and All Comments on Facebook

By |2020-10-08T01:24:24-07:00May 15th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Science of COVID-19, Travel Stories, Sports & Gaming, Philosophy, Art & Literature|Tags: , , , , , , , , , , , , , , |5 Comments
Read More

Day 47 – May 2, 2020

The first Saturday in May… The Most Exciting Two Minutes in Sport… The Run for the Roses… even if you know nothing whatsoever about horse racing, you’ve heard of it. And if you’ve ever been flipping channels on some random first Saturday in May and stumbled upon it on NBC, perhaps you stopped and took it all in. The Kentucky Derby — up to 20 horses, all of them among the best 3-year-olds in the world.

Since 1875, every single year… through two world wars, through the great depression… without interruption… until today.

The pomp, the pageantry, the intrigue, the expectations, the finely-tailored suits, the elegant dresses, the big fancy hats, the mint juleps, the magnificent horses, the colourful jockeys, the call to the post, the singing of “My Own Kentucky Home”, the post parade and… of course… the race itself. For the first time since… ever… Churchill Downs is empty today. Louisville, Kentucky, home of the derby (and Muhammad Ali and KFC) is a relative ghost town. All of it postponed until the first Saturday… in September.

NBC, who has held the broadcasting rights to the race since 2001 and who blocked-off the usual 3 hours of coverage, managed to fill it with some excellent content… jumping between past and present day. The only word to describe the opening shots… haunting. The show opened to several pans of Churchill Downs, completely empty. Not a soul in sight. If you’d told me 6 months ago that that’s what we’d be looking at, I’m not sure I could’ve come up with a scenario to explain it, short of World War III — but even then, the previous two didn’t stop it.

There were lots of present-day isolated interviews, a re-run of the 2015 Kentucky Derby, and all of the storylines leading up to its winner (and eventual Triple Crown winner) American Pharoah. And then, the coolest part of it, especially being a tech-guy… they ran a simulated race with the best 13 of the historical winners — all 13 triple-crown winners battling each other. Their lifetime past-performances, meticulously and professionally put together by the folks at The Daily Racing Form, thrown into a simulation and rendered beautifully. I must admit, it was exciting to watch.

Secretariat won this virtual race, really to nobody’s surprise. He was voted “Horse of the Century” for a reason and, again — if you know nothing about horse racing, at least go to YouTube and pull up his Belmont Stakes win in 1973 — that’s all you need to see.

Secretariat was the betting favourite in all but one race he ever ran, and he was the betting favourite today. And… interesting stat, if you look at any racetrack in the world, from any period of time… the rate at which favourites win is remarkably consistent… between 32% and
36%.

An interesting thing about that… odds are not set by a bookie; they’re set by you and me. These days, odds in racing fluctuate as people bet on different horses, and so the horse on which most money is bet… is the favourite. That means, roughly one third of the time, the crowd consensus is right. Which means the majority of the time, like 2 out of 3 times, everyone is wrong. Not totally wrong, because, after all, it’s a horse race, and anything can happen.

Which really summarizes where we all are today. Nobody is at Churchill Downs sipping mint juleps (the provider of mint to the track is stuck with two tons of it). Nobody is anywhere, really… but we’re slowly emerging. So let’s pretend we’re all racehorses, all of us with our individual styles, all of us trying to win. Some of us like to sprint to the front and hope we hang on. Some of us like to sit mid-pack and make a late move. Some of us like to sit far back, let everyone else get tired, and then take a huge run at the end.

There are a few issues that can arise. Like if you are the type that likes to run out in front of everyone, but you had a bad start and after a few steps, everyone is ahead of you. Or you like to come from way behind, but nobody is running that fast and nobody is getting tired enough for you to have a chance to make up ground. Or you’re sitting happily in the middle of the pack, but unfortunately can’t find any room to make a move when it’s time because you’re blocked on all sides, by the rail or other horses. It was a great plan… but now it’s time to course-correct.

Some of us want to sprint back to work, or at least want others to do so. Some of us want to hang back until we feel we’re comfortable making a move. Some of us will just go with the pack and see where it takes us. And some of us, like two thirds of us, if you stick to this metaphor… will probably wind up going about things differently than we’d planned. And, of course, this is a humungous racetrack that’s thousands of miles all around, with 7 billion horses and staggered starts and a lot of conflicting bets and misaligned interests… so yes, the metaphor falls apart, but the general idea of it is the same… we’re all running in the same direction trying to reach a common goal. The biggest difference is that this race can have lots of winners, not just one… and the strategy that we run with (or is imposed upon us) can make a huge difference. It will make a big difference — all the difference.

Let’s all run an intelligent race, and get to that finish line safely.

View Original Post and All Comments on Facebook

By |2020-10-08T01:24:30-07:00May 2nd, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Sports & Gaming, Philosophy, Art & Literature|Tags: , , , , , |16 Comments
Read More

Day 46 – May 1, 2020

One Saturday morning in the Summer of 1982, I hopped on a couple of buses and made my way to the Robson Square Media Centre, which at the time was the city’s busiest (and perhaps only) place where conventions were held, located around the perimeter of the skating rink, now part of UBC.

I was there because there was a computer convention going on… one of these pioneer computer shows, long before the rise (and fall) of Comdex.

I went around checking out the cool technology of the day, and gravitated towards a few booths with familiar names. One of them was Microsoft, and I got to chatting with a guy who didn’t look too much older than me, some geeky skinny teenager with whom a I had a great chat about the newly-released Microsoft Flight Simulator… a game which I was a huge fan of, and continue to be. I’m sure if the hours spent on MS FlightSim counted towards real pilot hours, I’d be qualified to fly a 747 by now. I had no idea about that company’s corporate structure or who this guy might be; I just appreciated that somebody “official” with the company found time to chat with this pesky little kid, and listen to his thousand questions and suggestions. Nice guy, whoever he was (his name-tag said “Bill”). A year or two later, I realized who that had been.

Sixteen years later, I was sitting at a $1/$2 limit hold’em table in The Mirage poker room in Las Vegas when the PA system paged “Bill for one-two, Bill for one-two”. And shortly after that, Bill Gates sat down a few seats away from me with a few hundred dollars in chips, just like any other regular Joe. And for the most part, he was treated as such; just one more person trying to play his game. I said “nice hand” to him at some point, after he outplayed me and took some of my money. But that was the extent of my interaction with him, and that was the last time I saw him in person.

My definition of knowing someone might be: When you bump into them on the street (6 feet apart these days!) and you both know each other. There are problems with that definition, because sometimes one person knows the other, but not the other way around. More than once, somebody has come up to me like they’ve known me all their lives with a huge hello, how are you, what’s new, how’s work, etc etc. And I have no idea who they are. They look familiar, sort of… maybe? Awkward. More awkward is when both of you know that you should know each other — and probably you do, from somewhere… but neither is sure…. “Oh yeah, hey… how are you? …how’s… uhhh… the family, yeah the kids, how are the kids, gosh they must be getting so big by now, how old are they? Oh yeah wow, how time flies, hey we should get together and have lunch or something… yeah, for sure, have your people call my people and set something up, haha. Yeah, cool, seeya”….. ok, who the hell was that… Super Awkward.

And actually, I guess that two very famous people who’ve never met could bump into each other on the street and know exactly who the other is, but they don’t actually know each other.

Anyway, by any definition, I don’t know Bill Gates… but I’ve been following what he’s been up to for most of my life… he’s gone from the guy who co-founded Microsoft to the guy who ran Microsoft to the guy who stepped back from running Microsoft to the guy who retired entirely from Microsoft, to pursue other things. And one of the things he’s pursued is the foundation he set up, along with his wife.

The Bill & Melinda Gates Foundation is involved in sorts of things, many of them hugely ambitious — the sort of thing that requires teams of supremely qualified people, and billions of dollars. Thanks to his life’s work and success, he’s able to provide both… and seeks to tackle things on a global scale: education, health, poverty, access to information and technology. For everyone.

Among his epic pursuits: he seeks to eradicate polio, he pours money into HIV research and treatment and he provides vaccinations for poverty-stricken countries. Thanks to him, deaths from measles in Africa are down 90% in the last 20 years.

So when Bill Gates starts talking about a potential vaccine, it’s worth listening, and he’s had a lot to say. Some of the highlights include his explanation on how a process that can typically take 5 years could be compressed into just 18 months, by overlapping parts of the process that typically would be done sequentially. For example, instead of waiting for a confirmed, tested and approved vaccine before mass-manufacturing, why not scale up the production of it while tests are still ongoing? At worst, it’s not good, and you just throw all that away… but if it works out, you’ve saved months or even years. There’s a cost to that, of course — throwing money at a problem sometimes means throwing the money away, but sometimes money can buy time, and this is one time where we all agree it’s worth it. And where would that money come from? Bill’s foundation is throwing $100 million at it — that’s a good start. Others are joining in as well. There are more than 100 vaccine-seeking research teams hard at work around the world, and probably 10% of them are onto something potentially viable. Human trials have already begun — something way ahead of the usual time-line. All of this, and much more, is worth reading on his blog.

And by the way, it bothers me greatly to hear the stupid nonsense being said about Bill Gates by the conspiracy-fuelled Covidiots whose version of reality somehow involves an evil Bill at the top of a convoluted mess of theories that make no sense at all. They’re not worth repeating, but feel free to “research” it if you want a good head-shake and laugh.

I know some people reading this know Bill Gates personally… a couple from my tech world; fellow geeks who’ve been working closely with Microsoft for decades. And from my horse world; Bill & Melinda’s daughter Jennifer is an accomplished show jumper, and the equestrian world is a small one…. so if any one of you see Bill any time soon, please tell him I say hello, and thank him for what’s he’s doing — from all of us. Of course he’ll have no idea who I am, but that’s ok — truth is, I’d like to “meet” him for a 3rd time in my life. Have his people call my people and set up a lunch, or something.

View Original Post and All Comments on Facebook

By |2020-10-08T01:24:47-07:00May 1st, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Politics, Business & Economics, Science of COVID-19, Sports & Gaming, Philosophy, Art & Literature|Tags: , , , , , , , , |0 Comments
Read More

Day 43 – April 28, 2020

Our local numbers shot up a bit today, but it’s a lot less concerning that in might have been a month ago, because we know exactly where and why this is happening… almost entirely due to known clusters playing themselves out — and play themselves out they do… some clusters have vanished, some care homes are down to zero and, for the most part, we have a really good handle on things. Things are on their way to re-opening.

Let’s also talk about some different numbers today, and what they imply.

In general, people talk about the stock market being up or down. Also, in general, it’s well understood that it’s good when the market is up, and and bad when it’s down. How does that apply to what’s going on these days?

First of all, let’s quickly define what we mean by “the market”. Everyone has heard of “The Dow”, and how it goes up and down.

The Dow (which refers to the Dow Jones Industrial Average — which is important to note, because there are other “less famous” Dow Jones averages) is an index that tracks, in real-time, the stock prices of a variety of big American companies, including Apple, McDonald's, Exxon, Boeing, Pfizer, Nike, Visa,, Walmart and Coca-Cola. That’s a little cross-section of the bigger mix… a variety of big industry. There are 30 companies that comprise the index, and you have heard of all of them. They are industry leaders, and how they’re doing is a reflection on the economy as a whole, at any given moment. On some days, when things are good and everything is way up, and the Dow will reflect that. Or the opposite, of course.

Today is a good day to use as an example, because it’s a mixed bag. Technology stocks (Microsoft, Apple, Google, Facebook) are all down. Financials (JP Morgan, Bank of America, Morgan Stanley, American Express) are all up. Consumer retail shares are a mix (Walmart, Proctor & Gamble are up, Amazon is down). Telecomm is also mixed bag (AT&T is up, T-Mobile is down, Verizon is flat).

Average it all out today, and the Dow is up… a little bit. There are other indexes to look at; the S&P 500 is the next most-commonly known, and it has a broader inclusion of the top 500 listed companies. It’s perhaps the best representation of the market as a whole. It’s also up a little today. Its little cousin, the S&P 100, which lists an arbitrary sample of those 500, is slightly down today.

At any given moment, what defines the price of an individual stock? It’s the equilibrium point where at that exact point in time, someone thinks buying those shares at that price is a good idea… while someone else thinks it’s the right time and price to sell. And these days, that someone is just as likely to be a big, intelligent computer.

Tens of thousands of shares are being traded every second, so when things get quiet (from a broad market price point-of-view), it’s an interesting oasis of calm before the next storm. Like, briefly, for a moment, everyone knows where things are at. Or, think they do…

Imagine you’ve been sitting on a little seesaw in the park, quietly enjoying smooth ups and downs with your friend. Suddenly, instantly, the seesaw grows to 20 metres long… and your friend is replaced by some gigantic bully that seizes his end of the seesaw and starts slamming it up and down, as hard as he can. You hold on for dear life, understanding that jumping off may hurt you more than just hanging on… and you just hope this giant jerk will eventually tire and go away, hopefully leaving you gently on the ground. This is what it’s felt like to be an investor these days.

The all-time high for the Dow was recent… before things came crashing down. On Feb 12th, the Dow closed at 29,551. From there began a bumpy ride that saw it lose 5,000 points over the next couple of weeks, before bouncing back up a bit. Then, in early March, all hell broke loose, and the wild swings of thousand-point gains and losses began, bottoming out at the lowest of lows, hitting 18,214 on March 23rd. And from there, it shot-up to 22,500. It’s presently sitting at 24,100… still well-off the high, but also significantly higher than that bottom. A 20% “off the high” is still alarmingly awful in such a short time, but it’s twice as good as the 40% bottom from a month ago.

Many people are saying it shouldn’t have dropped that far. Many are saying it should have dropped a lot further, and still could. Many are saying there’s no reason it should have recovered this much already. As per above, for everyone who thinks it should be higher, someone else thinks it should be lower. Those two people are presently buying/selling to/from each other, and that’s why it’s exactly where it’s at.

What caused these drastic moves? Unexpected news, rumours, fear… and, of course, real-world disclosures regarding the long-term effects of shutting down significant parts of the economy. And everyone absorbing that information, independently interpreting it and acting accordingly.

When things move that quickly, it rarely has anything to do with fundamentals. Nobody is looking at price:earnings ratios or dividend streams… more like trying to figure out market sentiment and just riding it out till things settle down.

At some point, when it’s fallen that far, a bounce is not just expected, but possibly predicted. The technical traders — those who care nothing about underlying companies but just analyze the numbers themselves… they love to pick resistance points… and identify trends in the market by when prices bounce off a price, or power through it. One of the most famous ones is based on the Golden Ratio — a relationship found all over nature. Flowers, pine cones, sea shells, dolphins, penguins… all have proportions and other fundamental constructs based on it. The magic numbers there are 61.8% and its converse, 38.2%… and whenever a market tanks, the first thing to look for is a “bounce off the 618” — which is exactly what happened to the Dow in my example above. Which further leads me to accurately assume that really, nobody knows what’s going on fundamentally, so when trying to figure out when to buy back in, “let’s just go with that”. When the Dow hit that 618 retracement, a lot of buying stepping in.

There is another index… it’s called the VIX… and if you Google VIX, you can instantly pull up a chart of it and how it looks. The VIX measures volatility, ie just how wildly things are swinging. The bigger the number, the wilder the ride.

The VIX never broke 20 in all of 2019… like you and your friend on the seesaw, quiet ups and downs. When the insanity began last month, that VIX shot up and broke 80 at one point, and has consistently been over 50 most of March. It’s recently started coming down, which is optimistically implying that things will settle down, at least to the point where maybe there’s some idea of what’s really going on. Call it cautious optimism as places start opening up and life shows some promise of taking its first steps towards normality.

And that’s market sentiment in a nutshell — nobody knows. Especially these days. Even in the best of the quietest times, there are always people on both sides of the seesaw. But the level of “unknown” these days is unprecedented… but I will tell you this, with certainty. The market will be hitting new highs… when? I don’t know. I will say September of 2022. But it could also be a lot sooner than that. Or, it could be a lot later. See what I mean?

View Original Post and All Comments on Facebook

By |2020-10-08T01:24:49-07:00April 28th, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Business & Economics, Philosophy, Art & Literature|Tags: , , , , , , , |0 Comments
Read More

Day 36 – April 21, 2020

The answer to the question…. “Where are you finding all this time to research and write?” — is every simple. All the time I spent driving, parking, walking… from meeting to meeting to lunch to meeting to meeting to whatever… well, when all of that travel can be measured in centimetres and the time it takes in seconds… here we are. These scribbles are the result of free time that never used to exist. Also, the length of many of these meetings now can quickly be trimmed… well, jeez darn it, looks like the WiFi is crapping out, gonna have to let you go, my people will call your people, yeah ok, bye.

I don’t do a lot of that… I’m too polite. That’s never really an option when it’s in person, but when you’re behind a screen and keyboard… it’s tempting. In any event, you can always check your brain out of a meeting, and that often happens when I’ve lost interest… which sometimes happens right off the bat. I listen to a lot of ideas and proposals, but certainly one way to get me to hang up my brain is to throw lots of buzzwords at me.

“Hey Horatio, thanks so much for taking the time to talk to me. I know you’re busy so I’ll get right to it. What our app intends to do is to disrupt the market, to shift the blockchain paradigm by leveraging existing synergies in the deep learning space and employing best practices to scale-up the mission-critical algorithms that’ll fuel the next generation of mobile.”

Dude, you’re a paragraph in, and you’ve already lost me.

And this is the same filter I’m using while trying to wade through the colossal amount of information with which we’re being bombarded these days. More than three buzzwords in one breath equals nonsense.

Self-serving, bias-conforming, buzzword-infested “reports” that magically wind up at the conclusion that perfectly aligns with the author’s intended audience, political beliefs, click-bait potential… whatever. If you want to believe that this virus was caused by reptilian aliens who’ve arrived on earth, and who’ve activated it with their nefarious 5G signals so as to expose Bill Gates’s agenda of GMO’ing vaccines because he’s just a pawn for big pharma who already have the vaccine because they’re in cahoots with the aforementioned aliens… yeah, I guess there’s not much I can say that’ll change your mind. That’s an extreme example of the crap that’s out there… but since it’s on a well-designed website with a very trustworthy-looking font… well, it might be true, right? Yeah… no… why don’t you just take that paradigm and shift it, if you know what I mean.

But once in a while, credible reports — from credible sources — arrive at similar conclusions, having started at very different points. And those are always interesting because they, unless they’re referencing each other, might offer some unbiased, independent… dare I say it… truth.

There’s this famous Stanford report that’s buzzing around these days… claiming that recently, while Santa Clara county had only 1,094 confirmed cases, antibody tests suggest that the number was somewhere between 48,000 and 81,000. The range of that number is wide enough that it makes one wonder about the inherent problems of the test sample. I have no idea, but that’s a pretty big error range. Nevertheless, let’s go with it and just pick the average… 48+81 = 129….. 129k ÷ 2 = 64,500…. and 64,500 ÷ 1,094 = 59x. If we apply a 59x factor here in B.C., that’s 59 x 1,724 cases… which is around 100,000… which is 2% of our population of 5,000,000.

Independently, the WHO have announced that they’ve found that 2% to 3% of the population they’ve tested has antibodies.

And independent of that, a study in the Netherlands of 7,000 blood donors found that 3% had antibodies.

Which brings up the discussion of one of the buzzwords-of-the-day: herd immunity.

Herd immunity is where enough people of a population are immune; immune enough that the infection will not spread within that group. The more infectious a disease, the higher that percentage has to be. For example, mumps is very contagious… Rø of 10 to 12, meaning every infected person will infect, on average, 10 to 12 others. Left unchecked, this would lead to 95% of the population getting infected. The other 5% inherit the benefit of the herd immunity that provides, because eventually there’s no one to catch it from. That herd-immunity threshold can only be reached via vaccination because allowing everyone to catch it is not an option. It’s a horrible disease, and these days, completely preventable.

For COVID-19, the Rø number is much lower… around 3, which implies a herd immunity percentage of around 70%. Which unfortunately, is well above the natural 2% to 3% that may be occurring.

Germany claims the “cases in the wild” number to be higher than that… a little over 10%. Better, but still far from what’s needed… which is a vaccine, which would launch that number into the high 90s and that would be the end of this pandemic.

Until that happens, the best thing to do is not catch this and/or give it to someone else.

BUT — and this is a big but, in two parts… IF you are already one of those 3% and IF having antibodies grants you immunity, then your individual life going forward does look a little different. For one thing, you can stop worrying about catching it.

There is no general agreement yet on how much immunity these antibodies confer, but some… for sure. What concentration you need in your blood, how long it lasts… all of that remains to be seen. I’m not sure who gets those antibody tests and when, but they’ll be arriving here in B.C….. soon. Sign me up.

View Original Post and All Comments on Facebook

By |2020-10-08T01:24:52-07:00April 21st, 2020|Categories: COVID-19 Daily Report, The First 100 Days, Science of COVID-19, Space & Astronomy, Philosophy, Art & Literature|Tags: , , , , , , , , , , , , , |6 Comments
Read More

© 2020-2023 Horatio Kemeny | Web presence supported by KJS Design

Go to Top