As I recall, you sell stock you don't own believing you can buy it at a lower price.
--- Frank C. Wimberly 140 Calle Ojo Feliz, Santa Fe, NM 87505 505 670-9918 Santa Fe, NM On Mon, Jan 10, 2022, 5:31 PM <thompnicks...@gmail.com> wrote: > One can only cash in on a short when one buys it back, right? > > > > > > > > Nick Thompson > > thompnicks...@gmail.com > > https://wordpress.clarku.edu/nthompson/ > > > > *From:* Friam <friam-boun...@redfish.com> *On Behalf Of *Frank Wimberly > *Sent:* Monday, January 10, 2022 5:51 PM > *To:* The Friday Morning Applied Complexity Coffee Group < > friam@redfish.com> > *Subject:* Re: [FRIAM] Roger Mcnamee !!?? > > > > So it went down over 20% today. Should have shorted it. A lot of my > stocks have gone up 30% more or less in the last year--like AAPL. I wonder > if I should sell them short or just sell them. Advice? > > > > --- > Frank C. Wimberly > 140 Calle Ojo Feliz, > Santa Fe, NM 87505 > > 505 670-9918 > Santa Fe, NM > > > > On Mon, Jan 10, 2022, 4:42 PM Marcus Daniels <mar...@snoutfarm.com> wrote: > > Here's a stock that could be shorted, but golly it is doing well right now. > > > > https://www.reit.com/investing/reit-directory/rexford-industrial-realty-inc > > > > So, one imagines that an 1862-scale flood comes to LA due to some enormous > atmospheric river, and then it finally pays. > > Ideally there'd be some inverse real estate ETF that was regional, e,g. > Abu Dhabi, where one expects it to get bad. > > > > Marcus > ------------------------------ > > *From:* Friam <friam-boun...@redfish.com> on behalf of David Eric Smith < > desm...@santafe.edu> > *Sent:* Monday, January 3, 2022 4:14 AM > *To:* The Friday Morning Applied Complexity Coffee Group < > friam@redfish.com> > *Subject:* Re: [FRIAM] Roger Mcnamee !!?? > > > > This is an interesting direction. > > > > How small a minority does one have to be in, for it to count as an > arbitrage opportunity? In the El Farol and Minority Game abstractions, any > minority is enough. > > > > If we think about the dichotomy in public health, or in reason vs. > hormonal aggression, the split in the US (at least by political > commitments) is not so far from 50/50. But as far as “profiting from the > committed wrong”, that market seems to be cornered already by a very tiny > percent, who have priced in much of the available surplus. The difference > between the dupes and the honest but powerless seems unimportant compared > to the difference between both of those and the insiders with power, > access, and control. Somehow these richly structured extensive-form games > with coalitional solution concepts seem very far from the market model in > which we often think about arbitrage. > > > > I am also reminded of the aphorism in that other realm “The market can > stay irrational longer than you can stay solvent.” Or in the case of > climate, agricultural, and social instability, alive. > > > > I wonder what makes an adequate toolbox of concepts and analogies with > which to think about this (at least somewhat) systematically. > > > > Eric > > > > > > On Jan 2, 2022, at 2:58 PM, Marcus Daniels <mar...@snoutfarm.com> wrote: > > > > Nick writes: > > > > < So, what does a healthy 2040 community look like. What are we working > TOWARD, here. Once of the things that the Mcnamee podcast highlighted for > me was my feeling that, in a chaotic world, people like me, *planners, *are > just out of tune with the world. > > > > > I don't think it really matters how people interact in social media or > what they think. What will matter is how people adapt to climate change > and the exhaustion of food and energy, and the migrations resulting from > climate change. That's where the opportunities will be. If there are > millions of people that deny it is happening like they deny pandemics, then > things simply must be arranged so that the natural accounting occurs. The > planners will look past the chaos and make their investments.. and wait. > > > > Marcus > ------------------------------ > > *From:* Friam <friam-boun...@redfish.com> on behalf of > thompnicks...@gmail.com <thompnicks...@gmail.com> > *Sent:* Sunday, January 2, 2022 1:32 PM > *To:* 'The Friday Morning Applied Complexity Coffee Group' < > friam@redfish.com> > *Subject:* Re: [FRIAM] Roger Mcnamee !!?? > > > > So, what does a healthy 2040 community look like. What are we working > TOWARD, here. Once of the things that the Mcnamee podcast highlighted for > me was my feeling that, in a chaotic world, people like me, *planners, *are > just out of tune with the world. > > > > By the way, I think “surfing the web” , as it has been used, is a terrible > metaphor. What most of us do is like water skiing the web. Bouncing over > the wake, never actually getting into the water. Gives surfing a bad > name. A surfer finds the few survivable paths through an immense > concentration of hostile forces. Surfing is more like martial arts. In > fact we must begin to surf the web. To realize the manners in which its > hostile forces constrain us and find the few paths that allow us to master > those forces and come out of the curl safely. We thought it was a > playground; now we see it’s a minefield. > > > > n > > > > Nick Thompson > > thompnicks...@gmail.com > > https://wordpress.clarku.edu/nthompson/ > <https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fwordpress.clarku.edu%2fnthompson%2f&c=E,1,-Fd2M0MU4wX5y1N6mhhnNrFlsG64cdcJ8jOErlxB0hvFzR4dcEnKSSt2EqX5s2fb-wPOBqSH4X2Ap1mYP24zv3_muYGYijRLpnFKTxxN3dQyGtSp1B6x&typo=1> > > > > *From:* Friam <friam-boun...@redfish.com> *On Behalf Of *Marcus Daniels > *Sent:* Sunday, January 2, 2022 2:18 PM > *To:* The Friday Morning Applied Complexity Coffee Group < > friam@redfish.com> > *Subject:* Re: [FRIAM] Roger Mcnamee !!?? > > > > Nick writes: > > > > < Imagined a world in which we all worked at home, everything was on > zoom, and everything was delivered by Amazon by drone. I realize this is a > reductio, but hum along with me for a few bars. There would be no > intermediate social landscape between the home and the distribution > center. No intermediate human scales. > > > > I can’t say immediately why this would be a bad thing, but my gut doesn’t > like it.> > > > > I can't think of many examples where the intermediate scales are anything > but wasteful or intrusive. Maybe to see a tailor coupled to the purchase > of certain clothes? I still drive to services (dentist, doctor, hair > stylist), just not to redistributors, because they don't really add > anything. There's still a farmer's market that seems as popular as ever > -- but they DO offer something unique. I can drive five minutes to Home > Depot but honestly half the time their inventory is exhausted for what I > want, and I end up ordering it online. > > > > Marcus > > > ------------------------------ > > *From:* Friam <friam-boun...@redfish.com> on behalf of > thompnicks...@gmail.com <thompnicks...@gmail.com> > *Sent:* Sunday, January 2, 2022 1:03 PM > *To:* 'The Friday Morning Applied Complexity Coffee Group' < > friam@redfish.com> > *Subject:* Re: [FRIAM] Roger Mcnamee !!?? > > > > Marcus, > > > > I would like to be convinced …. But > > > > Imagined a world in which we all worked at home, everything was on zoom, > and everything was delivered by Amazon by drone. I realize this is a > reductio, but hum along with me for a few bars. There would be no > intermediate social landscape between the home and the distribution > center. No intermediate human scales. > > > > I can’t say immediately why this would be a bad thing, but my gut doesn’t > like it. > > > > Nick > > > > Nick Thompson > > thompnicks...@gmail.com > > https://wordpress.clarku.edu/nthompson/ > <https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fwordpress.clarku.edu%2fnthompson%2f&c=E,1,p4rsPfl7qCnkvPDXzYT5M-1fZBZKaCDIB1z2Osc-CfFDLgw598S0mD13_Sppk4ua_2uMIZVWNAECmtZ8s2kblHg2quJex4YawfboMGbRTDU_u15bu8836eLAHQ,,&typo=1> > > > > *From:* Friam <friam-boun...@redfish.com> *On Behalf Of *Marcus Daniels > *Sent:* Sunday, January 2, 2022 1:38 PM > *To:* 'The Friday Morning Applied Complexity Coffee Group' < > friam@redfish.com> > *Subject:* Re: [FRIAM] Roger Mcnamee !!?? > > > > I can see living without Facebook (I do), but why can't we live with > Amazon? It seems like they did a pretty good job of displacing the likes > of Walmart. It could happen again. What added inherent value do stores > have, other than as a mechanism to prevent he consolidation of market > influence w.r.t. to prices? > ------------------------------ > > *From:* Friam <friam-boun...@redfish.com> on behalf of > thompnicks...@gmail.com <thompnicks...@gmail.com> > *Sent:* Sunday, January 2, 2022 12:03 PM > *To:* 'The Friday Morning Applied Complexity Coffee Group' < > friam@redfish.com> > *Subject:* [FRIAM] Roger Mcnamee !!?? > > > > I just listened to this podcast > > > > https://feeds.megaphone.fm/VMP5489734702 > <https://linkprotect.cudasvc.com/url?a=https%3a%2f%2ffeeds.megaphone.fm%2fVMP5489734702&c=E,1,G87ToIzgI5DT4ZpiKuXcRc2EHcS4lpVgIftU98yiNor7PFNa9lCoDMtpA2GT4_2eudXeeatF6BgR-Peqwvf8pBQOnsbOiuYBI693rGSZCjDA8-JbvEUZ&typo=1> > > > > a conversation between the former prosecutor, Joyce Vance, and the > musician, financier, turncoat Facebook investor Roger Mcnamee, who likens > this moment with big tech to the moment before the food industry > regulations of the early 1900’s and anti-pollution legislation of the 60’s, > moments when Da People reasserted control over over-weening industry > interests. He is author of the book, *Zucked*. > > > > An hour-long pod cast is a terribly inefficient way to learn about > something, so I hope that one you, for whom none of this is news, can offer > a more condensed source. > > > > We are basically talking about the Amazon paradox, here: can’t live with > it; can’t live without it. How much ARE we willing to pay to have the > trains run on time? > > > > As usual, I am in need of instruction. > > > > Nick Thompson > > thompnicks...@gmail.com > > https://wordpress.clarku.edu/nthompson/ > <https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fwordpress.clarku.edu%2fnthompson%2f&c=E,1,AekdfP2MBl31iUxGjknOMPY6CLKTWZ0Uy_4dTUwGKgNke6kg7BN0qwu3VC8xzay12y6vtDYGszhL0ussBgpgtjOzZjJu9AWkUutwzgaFOibLSYQ0DDICSZg,&typo=1> > > > > > .-- .- -. - / .- -.-. - .. --- -. ..--.. / -.-. --- -. .--- ..- --. .- - . > FRIAM Applied Complexity Group listserv > Zoom Fridays 9:30a-12p Mtn UTC-6 > https://linkprotect.cudasvc.com/url?a=https%3a%2f%2f%2f%2fbit.ly%2fvirtualfriam&c=E,1,6c1hDw-I-XHC_ZStkZsXiT2ShUHKgKly7CIaoYaCXWbVgznocfGx2rmiRYUezbHgbt6ooqJZjG8eRVXMk1IVZdexrkjgabs_-b7egl28XAJYXIPcK5WsdpAa&typo=1 > un/subscribe > https://linkprotect.cudasvc.com/url?a=http%3a%2f%2fredfish.com%2fmailman%2flistinfo%2ffriam_redfish.com&c=E,1,aJQPCieL8dRJ8bByCIGF9grQLNknzJ308mdn7E9wsFmtU2l-QVA1WoQujdxb6FrTTWWLrFtB-RZADkeeKsqVBKf7gzoqV8LeNcWJ4OKpRxRZ6whmow,,&typo=1 > FRIAM-COMIC > https://linkprotect.cudasvc.com/url?a=http%3a%2f%2ffriam-comic.blogspot.com%2f&c=E,1,iIbsCSTfK7m1DvfK0eZuO3EHFPbO0h8MXp_Bw4kXa5txdNsy81PKEL5K4lU5D-1SQ5bklvskz4EwfKUtkDntcjPY3rHFMVLVC3JUg3vjCw29DjAS1o5UY0nh5A,,&typo=1 > archives: > 5/2017 thru present > https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fredfish.com%2fpipermail%2ffriam_redfish.com%2f&c=E,1,p64yCHvaJEFX77QqASShCNx2e3TMxvwUnzpsO1C3vTN777PRrnbS8P8W95aCa4XCzK-GE3Rdk4juvBCojdTXlPqDLV345Lz4zzRev4WoBAfALZKaFR0aHUBEqj8,&typo=1 > 1/2003 thru 6/2021 http://friam.383.s1.nabble.com/ > > > > > .-- .- -. - / .- -.-. - .. --- -. ..--.. / -.-. --- -. .--- ..- --. .- - . > FRIAM Applied Complexity Group listserv > Zoom Fridays 9:30a-12p Mtn UTC-6 bit.ly/virtualfriam > un/subscribe http://redfish.com/mailman/listinfo/friam_redfish.com > FRIAM-COMIC http://friam-comic.blogspot.com/ > archives: > 5/2017 thru present https://redfish.com/pipermail/friam_redfish.com/ > 1/2003 thru 6/2021 http://friam.383.s1.nabble.com/ > > > .-- .- -. - / .- -.-. - .. --- -. ..--.. / -.-. --- -. .--- ..- --. .- - . > FRIAM Applied Complexity Group listserv > Zoom Fridays 9:30a-12p Mtn UTC-6 bit.ly/virtualfriam > un/subscribe http://redfish.com/mailman/listinfo/friam_redfish.com > FRIAM-COMIC http://friam-comic.blogspot.com/ > archives: > 5/2017 thru present https://redfish.com/pipermail/friam_redfish.com/ > 1/2003 thru 6/2021 http://friam.383.s1.nabble.com/ >
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