• 0 Posts
  • 56 Comments
Joined 2 years ago
cake
Cake day: June 11th, 2023

help-circle
  • That was my initial reaction, thinking China MUST hold more treasury bonds than anyone else, right? Turns out that’s typically Japan ($1 trillion), and the UK has generally held roughly the same number as China (both in the $700B range). Maybe the US anticipated and had contingencies ready if it was just China doing the selling, but when the other big holders started a slow bleed, it might’ve given them pause? Dunno.

    We also don’t know who held what more recently than January and I don’t know if the data gap is the usual lag or if the the people who do this work at the Treasury department got “DOGE’d”.

    Bottom line, it’s been fun to think about but I don’t think we should put too much stock in conspiracy theories originating on Substack.


  • There’s a theory being batted around without too much evidence (hold tight, Snopes is on it) that Mark Carney talked European and Japanese leaders into accumulating US Treasury bonds, and then slow-selling them to make Trump squirm once he imposed the broad-brush tariffs to spook the T-bill market.

    The theory sounds mostly plausible in that Carney was in Europe for closed door meetings with European leaders shortly after being designated PM, and that Trump backed off so quickly and used the language of “the bond market is tricky” to justify the change in direction. Dropping demand for T-bills leads the Fed to increase yields to keep the borrowing taps on, means expensive borrowing for them, means no money for tax cuts for billionaires.

    On the other hand, the story originates from a twice-fired shock-jock’s Substack.

    But it sounds like something a wicked smart Harvard/Oxford educated economist would dream up and pull off…

    ¯\(ツ)


  • The deceased girl’s father insisted that measles helps build up a person’s immune system.

    So here’s the thing…and I know that everyone here knows this, but it doesn’t.

    Measles causes immune amnesia.

    It’s pretty sneaky - integrating into respiratory tract macrophages, and avoiding destructive phagocytosis by binding directly to certain membrane receptors, and then being transported to lymph nodes where B and T cells get infected by the measles virus too. These memory B and T cells contain the memory of past infections, and when they’re destroyed (because they’re infected), you no longer have the ability to quickly ramp up a response to past infections and you get to start all over from the start.

    So even if their other kids survived, their chances of dying from another infection goes up. It takes somewhere between 2.5 and 5 years for that risk to come back to baseline.

    The infection itself might not have been “that bad” (despite killing one of their children) but the mortality risk isn’t over by a long shot.







  • First, good job on not having a smart TV. They’re truly awful.

    I would de-emphasize the actual resolution benefits of 4K. Most of us don’t sit close enough to notice the difference.

    For me, it’s about high dynamic range (HDR).

    For example, when I was a kid, I was always annoyed by how the photos I took of what I thought was a gorgeous landscape, and then developed the film (yes, I’m an old) it always looked horribly bland and drab.

    Watching 4K content on a TV for the first time was like looking at the beautiful landscape again. (It actually was - Netflix’s Marco Polo had the most stunning vistas!)


  • Most answers here are missing the benefits of a home Mac running 24/7 if you’re already part of the Apple ecosystem. For example, you can have it sync all your iCloud data (documents, photos, iTunes content) and back them up locally, then elsewhere outside of Apple’s ecosystem. You can also have it act as a local CDN for OS updates, whereby it will cache OS downloads locally so any subsequent updates will be super quick.

    On the downside, I found native Docker on macOS kinda sucked, and just installed Ubuntu on my 2012 Mac Mini (now running Proxmox for funsies), but I have an old iMac to do the caching. You could probably virtualize and get both benefits, and I am considering moving to a new M4 mini for the power savings and sheer speed. That M4 Pro chip has absolutely incredible Geekbench numbers while sipping power.