What am I looking at? Specifically what do the edges represent? I understand there is a similarity threshold, but I don't know what the underlying data is.
_ Cody Smith _ [email protected] On Mon, Sep 21, 2026 at 10:24 AM Jon Zingale <[email protected]> wrote: > For those interested parties, here is a relatively thin slice of the > network I’m working with: > > https://jonzingale.github.io/lrg-dynamics/index.html > > What is particularly interesting in this dataset is what happens around > “Liberation Day Part Deux,” as well as the points when traders begin taking > the oil shocks seriously. > > A few months ago, Bloomberg quoted me $10k for its Wilshire 5000 > supply-chain dataset. It includes the top 100 suppliers and customers for > each Wilshire 5000 constituent. I thought it could be interesting to > compare the network implied by my derived flows with the more rigid network > of known contractual relationships. > > It is beautiful to see the market trading together for such a long time > and then as the shocks come rolling in, traders pivot to more defensive > posture of siloed and mostly top down factor-based clusters. > .- .-.. .-.. / ..-. --- --- - . .-. ... / .- .-. . / .-- .-. --- -. --. / > ... --- -- . / .- .-. . / ..- ... . ..-. ..- .-.. > FRIAM Applied Complexity Group listserv > Fridays 9a-12p Friday St. Johns Cafe / Thursdays 9a-12p Zoom > https://bit.ly/virtualfriam > to (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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