thirdwave

Github Mirror

Week 41

Politico.eu: "Putin claims ‘partial mobilization’ to end in 2 weeks, with 222,000 reservists called up so far"

NPR: "477 stranded whales die on remote New Zealand islands.. it appears their location systems can get confused by gently sloping sandy beaches. [Scientist] said there is a lot of food for the whales around the Chatham Islands, and as they swim closer to land, they would quickly find themselves going from very deep to shallow water. 'They rely on their echolocation and yet it doesn't tell them that they are running out of water.. They come closer and closer to shore and become disoriented. The tide can then drop from below them and before they know it, they're stranded on the beach.'"

Is this serious? PM was just elected for the post

The Hindustan Times: "Rebels on the backbenches of the UK's governing Conservative Party are said to be plotting to replace Liz Truss as party leader"

Network losses - this tech is such a sad piece of crap

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Fast chargers are not a panacea either

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WSJ: "Marine Le Pen Wants France to Chart Its Own Course Between U.S. and Russia.. Though President Emmanuel Macron remains in control, his hard-right rival’s recent election gains have her rethinking France’s role on the global stage"

"@karnfull_en

[2021] In addition to the U.S., Poland also looks to involve Japan in their #nuclear and general #cleanenergy plans, especially eyeing Gen-IV high-temperature gas reactors (HTGR) for green process heat and hydrogen. A research reactor is planned for late 20s"

IMO Kwarteng did exactly what was agreed upon with PM but now took the fall just so gov could signal change.

DOE: "[T]he case for nuclear becomes even more compelling when this high-quality steam is electrolyzed and split into pure hydrogen and oxygen. A single 1,000 megawatt nuclear reactor could produce more than 150,000 tonnes of hydrogen each year. Ten nuclear reactors could provide about 1.5 million tonnes annually or 15% of current hydrogen produced in the United States"

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Differentiation as in auto differentiation; takes any code and computes a derivative for it. Can help running sensitivity analysis for existing code base without changing the underlying code.

"DOE funds LLNL project to improve differentiation of extreme-scale science applications"

The Telegraph: "Macron says France will not retaliate with nuclear weapons if Russia uses them in Ukraine"

Mr T? I pity the flu

"@MrT

I Thank GOD for another day! I just received my Annual Flu Shot and COVID-19 Moderna updated Booster, and I Feel Good!"

How do I rate American Made? At first I thought dunno, 3.8, a 4.2..? Then I thought what goes for artistic production these days, then I said no, it gets a FIVE. Post 2016 it's been slim pickings.

CBS News: "Alaska snow crab season canceled as officials investigate disappearance of an estimated 1 billion crabs"

NYT: "Death Toll Rises as Russia Bombards Ukraine’s Cities for a Fourth Day"

TASS: "Large sections of Nord Stream filled with water.. To repair them, it will be necessary to cut off and replace a significant part of the pipe, said the head of Gazprom"

Al Jazeera: "Palestinian factions sign reconciliation deal in Algiers"

How about a f-ing bazooka? The police need to be armed with that, walk around with it constantly carry on the shoulder, always at the ready; who knows when someone is about to get a drop on you? 😶

Where was the good guy with a .. ah ok.. police was there, and he had a pistol. Well the good guy needs a BIGGER gun.

WION: "Two US cops killed, another hurt in ambush after fake domestic violence call.. the gunman made the 911 call to report a fake domestic violence incident at home, and then ambushed the officers with an AR-15-style rifle"

TASS: "Russia will not supply oil to countries setting price caps"

West Observer: "Putin promotes gas distribution center in Turkey.. the route.. via the Black Sea region is currently the most reliable and safest way to deliver Russian gas for the European market"

RFI: "US and S. Arabia clash in public over oil cut, Russia.. Saudi Arabia issued a rare press release on Thursday, shrugging off accusations it was 'taking sides in international conflicts' as Russia's war in Ukraine rages on"

Inequality fall continues..

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Herbie Hancock - Heartbeat #music

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H2 Central: "CF Industries, a leading global manufacturer of hydrogen and nitrogen products, has entered into the largest-of-its-kind commercial agreement with ExxonMobil to capture and permanently store up to 2 million metric tons of CO2 emissions annually from its manufacturing complex in Louisiana.

As we leverage proven carbon capture and sequestration technology, CF Industries will be first-to-market with a significant volume of blue ammonia"

September CPI YoY (inflation) is lower; the decrease is at a good, slow, steady pace. Exactly the kind of downtrend u'd expect to see with the current rate rises.

2022-07-01  8.524815
2022-08-01  8.262693
2022-09-01  8.201670

H2 View: "German-based Quantron has revealed it [received order from] TMP Logistics Group for.. up to 500 Class 8 hydrogen fuel cell trucks"

"Russia is building its own AFRICOM in Africa"

WSJ: "Amid U.S.-Saudi Tensions, Officials Say Military Ties Will Endure"

Not only is the process fossil-free the end-product is better.

"New Research Shows Hydrogen-Reduced Iron has Superior Properties"

H2 Central: "Infinity Fuel Cell and Hydrogen, Inc.™ announced that Infinity’s NASA-funded, Advanced Modular Power and Energy System (AMPES) operated successfully aboard Blue Origin’s New Shepard 23 flight on September 12.. The AMPES system is a scalable modular system that employs Infinity’s patented non-flow through, air-independent fuel cell technology. The technology could be used to power landers, rovers, surface equipment and habitats..

This was the first launch of a fully integrated H2-O2 fuel cell power system aboard a space-capable vehicle since the retirement of the Space Shuttle and the first-ever aboard a commercial space launch vehicle. The results mark an important test and milestone in the development of Infinity’s technology"

Mykolaiv, near Odesa

"Russian missiles now target Ukraine's Mykolaiv"

But the CapEx was not at a level to justify that earnings increase, now eps is coming back down to trend.

df = u.spy_earnings()
df = df[df.index > '2012-01-01']
df[['capex_ps','eps','cash_div_ps']].plot()

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There was a bonanza of earnings during covid recovery.

SP 500 earnings number is combo of earnings reports from all companies under SPY. There was other related data, I take those too, dividends, sales, capex..

My Guild (testo) di J.T. Machinima - Rockol #music

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Dude actually writes songs about video games

♪♬ Cause you're about to get swept ♪♬ like the noob you is ♪♬

Oh yeaaaa

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In a damn "Excel sheet". Parsing

I see one at SP 500 level.

I need a combined earnings number

Bloomberg: "[8/2022, Walmart] sees progress on inventory bloat, supply-chain costs"

Walmart is showing some earnings growth QoQ

u.yf_eps("WMT")

Out[1]: 
              startdatetime  epsestimate  epsactual
4  2022-08-16T07:02:00.000Z         1.62       1.77
5  2022-05-17T07:02:00.000Z         1.48       1.30
6  2022-02-17T07:11:00.000Z         1.50       1.53

"Former Joint Chiefs chair [Mike Mullen] calls for talks to end Ukraine war.. Retired Admiral.. said we have to 'do everything we possibly can to try to get to the table to resolve this thing.'"

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Economist Steve Keen: "[In his research] Bernanke was relying on the mainstream theory that banks simply act as intermediaries between savers and borrowers—the ideas for which his.. Prize companions Diamond and Dybvig received their share of the Bank of Sweden's loot this year (the prize was created by and funded by the Central Bank of Sweden, not the Nobel Foundation)...

[Bernanke said after GFC] 'And although there are a lot of Americans who understandably think that government money would be better spent going directly to families and businesses instead of banks – "where's our bailout?," they ask – the truth is that a dollar of capital in a bank can actually result in eight or ten dollars of loans to families and businesses, a multiplier effect that can ultimately lead to a faster pace of economic growth.'

That is the mythical 'money multiplier' model of money creation that the Bank of England said was rubbish in 2014. But because Bernanke believed that myth, and Obama followed his advice, the recovery from the Global Financial Crisis was the slowest recovery from a recession in the history of the United States. By comparison, the recovery from the Covid recession was the fastest—and then the money went straight to the public, rather than to the banks.

For these failures, Bernanke gets the Economics Nobel"

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That's right - and for Sandy Hook families there seems to be only two - sadness then jump straight into cashing in 😶

The Atlantic: "There Are No 'Five Stages' of Grief"

Nearly a billion? Is this a joke?

Euronews: "Conspiracy theorist Alex Jones ordered to pay $965 million in damages to Sandy Hook victims families"

These are all fantastic projects

H2 View: "The US Department of Energy has announced the winners of the first phase of the H-Prize..

Finfluencers are "financial influencers [who are] unlicensed individuals giving people on social media financial advice".. Licensing aside crypto has inherently weak internal protection and random social med jagoff giving advice on it compounds the problem.

"Finfluencers"

The Mandarin: "The Australian Securities and Investments Commission [had a session on].. crypto regulation, and finfluencers"

H2 Central: "China’s state-backed industry group the China Hydrogen Alliance has unveiled an initiative calling for the building of 100GW of renewable hydrogen production capacity"

Upstream: "Beijing-supervised industry body calls for China to install 100GW of green hydrogen by 2030"

I'm looking at WaPo GH, I see data-police-shootings, I used its data before, good, but no war related data? There is data-game-of-thrones-deaths 🤨 Who gives a shit about that? 21st century journalism should not just be about "being online" - but also about doing stuff that can only be done online, eg disseminating curated raw data.

RU/UA frontline is just a list of geo points; someone at MSM can curate the data, and publish it as CSV file on a Github repo.

CNBC: "Treasury fines crypto company $29.3 million for violating multiple U.S. sanctions, Bank Secrecy Act"

This is what Cummins does for their day job, building engine for a TANK. The fact that these guys going all in for clean fuels should say something.

Janes Defense: "Cummins 1,000 hp Advanced Combat Engine to be demonstrated in October"

The outline of deal.. annexed areas are accepted as RU, in return for RU not taking more areas, and not landlocking UA.

Last chance.. Make a deal. I believe things are abt to get much worse

Arab News: "Russia’s chief envoy: Moscow open to talks with West, awaiting serious proposal"

The Guardian: "Venezuela floods kill 25 after month’s worth of rain falls in eight hours"

H2 Central: "Scottish hydrogen train project on track [guessing no pun intended] to deliver climate targets. An innovative hydrogen train project led by the University of St Andrews has successfully completed its next phase of testing"

H2 Central: "Cummins Drives Domestic Green Hydrogen Economy Forward with First US Electrolyzer Manufacturing Facility"

Tech goes to clean fuel direct. Sunlight to H2. This aspect of H2 production is the most compelling, as in game-changing sense; since the final target is such a basic element, there are many pathways to it, and lo and behold, we can go from heat to H2, or (yet under-explored) from biological processes to H2, or sunshine to H2, as well as already established methods..

Fantastic. Now deploy. En MASSE. Produce at scale.

"SunHydrogen.. the developer of a breakthrough technology to produce renewable hydrogen using sunlight and water, today announced that it has received the India Patent Office’s decision to grant its patent 'Multi-junction artificial photosynthetic cell with enhanced photovoltages.'"

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Lalo Schifrin - End Credits #music

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Dude's BEV caught fire after collision

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I like the prop. Uber, Lyft might lose profits, but they can adapt to a new environment.

NYT: "The Labor Department.. unveiled a proposal that would make it more likely for millions of janitors, home-care and construction workers and gig drivers to be classified as employees rather than independent contractors.

Companies are required to provide certain benefits and protections to employees but not to contractors, such as paying a minimum wage, overtime, a portion of a worker’s Social Security taxes and contributions to unemployment insurance.

The proposed rule is essentially a test that the Labor Department will apply to determine whether workers are contractors or employees for companies. The test considers factors such as how much control workers have over how they do their jobs and how much opportunity they have to increase their earnings by doing things like offering new services. Workers who have little of either are often considered employees"

CNBC: "Uber, Lyft shares sink after Labor Department issues proposal on gig workers"

A good thing.. US had an hand there - acknowledging that. Now fix Ukraine.

F24: "Israel has reached ‘historic’ maritime border deal with Lebanon, says PM Lapid"

FT: "Hydrogen fund Hy24 raises €2bn as investors seek to tap clean energy shift.. Round attracts global groups from Airbus and Total to SocGen and BBVA"

Cathie "She Gives Me No Wood" made bad investments and expects FED to reverse those losses. Investing in battery electric cars and crypto? What were you thinking?

CNBC: "Ark's Cathie Wood issues open letter to the Fed, saying it is risking an economic 'bust'"

Near endpoints generating electricity is fine.. Long-distance energy transmission however must be gas-based. I would even pipe clean gas into homes at that point power can be generated from fuel-cells. One step earlier, fine again, neighborhood fuel-cell "transformer" could generate power for the neighborhood and supply the local "grid". But inter-city grid, inter-state grid, inter-anything grid is a no-no. At long distances we need to de-fund the grid.

House of the Dragon 👍

TASS is The Russian News Agency

TASS: "Gazprom already found NATO explosive device on Nord Stream in 2015.. [the] mine disposal unmanned underwater vehicle was found during the scheduled visual inspection of the Nord Stream 1 gas pipeline"

Link

There is some freak stuff coming out of Sweden.. Is there a hidden globalist cell there? Do they host Bilderberg meetings..? Eyes-wide-shut type of stuff, under the mountain, in the abandoned bunker, you know what I'm talking about.. Suspicious.

Swedish Central Bank and the globalists behind them obviously favored bank bailouts and wanted to reward that behaviour.

Portfolio Optimization won the Prize once.. its math can make any knowledgable practitioner laugh.

Econ "Nobel"

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Al Jazeera: "Trio wins [Nobel Prize] for research on how regulating banks and propping up failing lenders can stave off worse crisis"

Al Jazeera: "Hungary and Serbia to build pipeline to transport Russian oil.. Countries agree to build pipeline to bring crude from Urals to Serbia as EU sanctions limit supplies through Croatia"

TASS: "[Underground Gas Storage] facilities in Europe almost 91% full.. It is reported that the filling of storage facilities is largely due to the purchase of [LNG] and supply through alternative pipelines at current high prices"

Alan Hawkshaw & Keith Mansfiel - Organ Mania #music

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Stanpoli visitors probably noticed stray dogs there - foxes are better but stray animals are not good, not for the citizens nor for the animal.

"While foxes have been around in [London] since the end of the First World War, their numbers have boomed in the past three decades. The expanding sprawl of the city — offering foxes free accommodation and leftover takeaways — can help explain these increases. The London Wildlife Trust estimates that there are 10,000 foxes in the city"

Haha.

"Larry the cat chases off fox outside No 10 [UK]"

I have to admit UK politics is fun - constant theater

The Guardian: "[PM] has overruled [Chanc of Exch's] top appointment [of a high-profile outsider] at the Treasury and handed the role to a veteran Treasury official"

High-temperature electrolysis, uses heat direct, no need for electricity. Very cool.

"Now, backed by industry partnerships, new legislation, an eye-popping $7 billion in federal funds for regional clean hydrogen hubs (H2Hubs), a new draft strategy, and on-site progress to pair electrolyzers with nuclear plants, the potential for nuclear-powered production of clean hydrogen is clearer than ever.

In August, DOE-NE’s Light Water Reactor Sustainability (LWRS) program, in coordination with the HFTO, offered between 20 million and 40 million USD in cost-shared funding to support the demonstration of an 'energy park' drawing 20–300 MW of thermal energy from a U.S. nuclear power plant. That funding would tackle the design of the heat-extraction infrastructure needed use high-temperature steam from existing LWRs to produce hydrogen using high-temperature electrolysis 'in preparation for future scale-up of industrial use of nuclear energy.' Proposals were invited both for the engineering and design work needed to extract steam from a nuclear power plant, termed 'Nuclear Plant Thermal Integration'"

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Euronews: "Russian troops moving closer to eastern Ukrainian town of Bakhmut: UK"

H2 View: "Scotland must focus on green hydrogen and renewable export industries even more to safeguard future energy security and prosperity, according to First Minister Nicola Sturgeon"

Where am I getting the frontline raw data? U dont wanna know.

In the weeds of f-ing kmz, kml files..

.. that too

Reuters: "Russia launches biggest air strikes since start of Ukraine war"

.. and there is that

Reuters: "Belarus, Russia to form joint military group, Lukashenko says"

According to War Mapper UA is making some gains towards Svatove in the north (old frontline is green). Also gains in Kherson along the river.. reportedly RU defensive line pulled back to Novokeiry. These arent bad gains - strictly looking at before and after.

# bakhmut, svatove, novokeiry
geo = [[48.59086903747, 38.00222462226],[49.41519908195, 38.17381415982],[47.01290896691535, 33.60127980381953]]
u.sm_plot_ukr3('ukrdata/alt1-1010.csv','ukrdata/alt1-1002.csv',geo)

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Reuters: "952,000 people arrived from Ukraine in Feb-Aug period [to Germany]"

The Independent: "Amusement park goers with iPhone 14s are accidentally alerting 911 after rollercoaster rides register as car accidents"

Only due to protests, or a possible invasion?

Reuters: "France urges its nationals to leave Iran"

Rudaw: "Iran threatens to invade Kurdistan Region as crackdown on protests at home continues"

One method "perturbs" initial point and see how widely it changes the future, does that many times, if outcome lands on certain prediction over and over again, that increases confidence. Can also construct a likelihood range around the prediction from many runs.

As in life, some outcomes are more likely than others, there are ways to compute those and report likely events.

"If weather systems are chaotic, ie later outcome depends on minor changes today (which can never be accurately measured) how can we make accurate weather predictions?"

Forbes: "[Hurric forecast predicted landfall wld be at Tampa Bay but missed].. experts point out that over the entire time, the most highly-impacted area around Lee County was always within the cone of uncertainty. .. 'if you are told for 5 consecutive days that there's a 2/3 probability of a major hurricane making landfall at your location, wouldn't that mean anything? It sure would to me!'"

And many cities have no proper walk spaces.

"In the US over 45% of the car trips are five kilometers or less"

Asia Minor couldn't do it but Egypt apparently pulled it off

"Egyptian banks to start accepting Russian Mir cards shortly"

H2 Central: "[Upstate NY] Oswego power station to be first source of US nuclear hydrogen"

H2 Central: "[The Saudi Basic Industries subsidiary] gains first independent blue hydrogen and ammonia production certification"

Claim is Temple of Pergamon was taken out of Anatolia stone by stone rebuilt in Berlin. I bet homie gov willingly gave them away.

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"But the Catholic Church supports TBB"... Right - because CC has always been the final arbiter of accurate science 🤨 Lets not upset Galileo in his grave. Eppur si muove.

Black Holes, same.. The Big-Bang - already mentioned.. Post-war cosmologist and physicists really bungled things haven't they

"Discovery" of cosmic expansion rate increase, inflation, had received Nobel Prize? The concept is likely bollocks.

H2 Fuel News: "[New York power authority] may have found a feasible way to lower carbon emissions... A recent hydrogen blending study found that carbon dioxide emissions (CO2) lowered by approximately 14 percent when 35 percent of hydrogen by volume was mixed with natural gas to produce electricity.. blending project was carried out on an LM6000 GE gas turbine"

Some underestimate the brain's ability to adapt, its ability to fit in (survival may depend on it). That's why subcon aims to adapt to the larger society, not to two f-ing fureigners at home talking fureign shit (parents).

Being Swedish, French, or Polish has nothing to do with heritage, it has everything to do with having other Swedish, French, or Polish ppl around while growing up. Foreign family is not enough to transmit culture.

"@business

Feds seized $311 million in Bitcoin. Then they watched helplessly as a hacker stole it"

NY Post: "Mayor Eric Adams on Friday declared a state of emergency over the ongoing influx of migrants [sent by bus from Souther states], saying New York City is reaching its 'limit' on a crisis he estimates would cost taxpayers $1 billion by the end of the year"

Swedish vlogger living near wildlife, nature saz doesn't want wind turbines in his area

"@JulianRoepcke

Ukrainian drone footage proves Russian invasion forces captured Zeitseve, S-E of Bakhmut, while the Ukrainian general staff claims it repulsed all Russian attacks on the village"

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H2 Fuel News: "Faurecia received the €213m ($212.7m) grant of public support from the European Commission for its hydrogen tech project.. Faurecia S.E. (EO.PA), a global leader in automotive technology headquartered in France, aims to develop affordable clean mobility solutions. According to a recent Twitter post from the company, with the help of the grant, they can develop a new generation of hydrogen tanks, both liquid and gaseous"

Director Doug Liman's father was legal adv during Iran-Contra... DL by now did one movie inspired by that affair (first Bourne movie), another one that partly led to that affair (the Cruise movie). Now he has to do a movie about the scandal itself.

American Made - drugs, guns, and a pilot, during the Reagan era. This is the Contra affair before the Iranian-Contra?

TASS: "Ukrainian troops withdraw from strategic heights near [Bakhmut]"

F24: "Russian forces are advancing on Bakhmut, threatening to take some of the shine off weeks of Ukrainian victories"