Friday, March 15, 2024
Gluteal pain in discogenic sciatica -- role of the "piriformis"?
Friday, September 29, 2023
COVID Associated Fatigue Syndrome (aka "long covid"): personal speculation
- Some COVID associated fatigue is primarily anxiety and/or classic depression.
- Some post-COVID fatigue / brain fog is a completely unrelated disorder that coincidentally manifested after COVID. Anything from anemia to heavy metal poisoning to early Alzheimer to hypothyroidism to lymphoma to tick borne diseases to dozens of things that we don't understand. Like fibromyalgia. The symptoms of fatigue and brain fog have a huge differential.
- True CAFS is all in the head. Specifically in the brain.
- Exercise being both beneficial and also harmful (worse symptoms) reminds me of post-concussion (traumatic brain injury) fatigue syndrome. Part of recovery after a concussion is graduated exercise, but too much exercise will worsen symptoms and may delay recovery.
- Lethargica encephalitic (epidemic 1917-1928, pathogen never identified), multiple sclerosis fatigue, Epstein-Barr associated fatigue syndrome, Lyme disease associated fatigue syndrome --- lots of infections are associated with persistent fatigue thought to be due to some form of brain injury.
- Fibromyalgia and what we used to call Chronic Fatigue Syndrome (the name keeps changing) are probably a similar mechanism to CAFS. We'd love to know if they were historically preceded by a circulating coronavirus infection other than SARS-CoV-2
- I suspect treatment resistant high fatigue depression is sometimes infection related brain injury.
Saturday, November 27, 2021
Civilization, complexity and the limits of human cognition - another attempt at explaining the 21st century
At last count my list of contributing factors to the crash of '09 included ...
- Complexity collapse: we don't understand our emergent creation, we optimized for performance without adaptive reserve
- Mass disability and income skew: The modern world has disenfranchised much of humanity
- The Marketarian religion: The GOP in particular (now the Party of Limbaugh), but also many Democrats and libertarians, ascribed magical and benign powers to a system for finding local minima (aka The Market). The Market, like Nature, isn't bad -- but neither is it wise or kind.
- The occult inflation of shrinking quality: What happens when buyers can't figure out what's worth buying. Aka, the toaster crisis - yes, really.
- performance-based executive compensation and novel, unregulated, financial instruments: a lethal combination. See also - You get what you pay for. The tragedy of the incentive plan.
- Disintermediating Wall Street: Wall Street became a fragile breakpoint
- The future of the publicly traded company: A part of our problem is that the publicly traded company needs to evolve
- The role of the deadbeats: too much debt - but we know that
- Firewalls and separation of powers: a culture of corruption, approved by the American electorate, facilitated dissolving regulatory firewalls
- Marked!: Rapid change and the Bush culture made fraud easy and appealing
I put Marked! pretty low on the list, but maybe I should bump it up a bit. The Hall of Shame (Clusterstock) lists a lot more fraud than has made the papers [1]...
- Fairfield Greenwich Group: quietly complicit in the Madoff fraud?
- Angelo Mozilo: white collar mobster
- Sam Israel: a $400 million fraud. In the old days, he'd have been front page news. I never heard of him.
- Many more, each of which would have been in the news once - including: JS Forte, RS Piccoli, JG Ossie, D Palmer, A Nodel, Marc Dreier.
- Those swindlers who have made the news... Allen Stanford, and, of course, Mr. Madoff.
By 2010 I was focusing on RCIIIT: The rise of China and India and the effects of IT.
... The Rise of China and India (RCI) has been like strapping a jet engine with a buggy throttle onto a dune buggy. We can go real fast, but we can also get airborne – without wings. Think about the disruption of German unification – and multiply than ten thousand times.
RCI would probably have caused a Great Recession even without any technological transformations.
Except we have had technological transformation – and it’s far from over. I don’t think we can understand what IT has done to our world – we’re too embedded in the change and too much of it is invisible. When the cost of transportation fell dramatically we could see the railroad tracks. When the cost of information generation and communication fell by a thousandfold it was invisible ...
In 2016 and again in 2018 I tried to explain Trumpism by contributing factors (I was too optimistic about Murdoch's health though):
- 65% the collapse of the white non-college “working class” — as best measured by fentanyl deaths and non-college household income over the past 40 years. Driven by globalization and IT both separately and synergistically including remonopolization (megacorp). This is going to get worse.
- 15% the way peculiarities of the American constitution empower rural states and rural regions that are most impacted by the collapse of the white working class due to demographics and out-migration of the educated. This is why the crisis is worse here than in Canada. This will continue.
- 15% the long fall of patriarchy. This will continue for a time, but eventually it hits the ground. Another 20 years for the US?
- 5% Rupert Murdoch. Seriously. In the US Fox and the WSJ, but also his media in Australia and the UK. When historians make their list of villains of the 21st century he’ll be on there. He’s broken and dying now, but he’s still scary enough that his name is rarely mentioned by anyone of consequence.
- 1% Facebook, social media, Putin and the like. This will get better.
That 1% for Facebook et all is pretty small — but the election of 2016 was on the knife’s edge. That 1% was historically important.
A few months ago I listed 3 causes for the post-COVID supply and labor shock economics of 2021:
1. Wealth became extremely concentrated.
2. Returns on labor for 40% of Americans fell below modern standard for economic life.
3. Good investments became hard to find.
It's almost 2022 now, so we're into almost 25 years of the world not making sense any more. So now I'm digging even deeper for a root cause.
Today I'm going with Gordon's Law: the complexity of a complex adaptive system will increase until it reaches a limiting factor. Our civilization is a complex adaptive system and its complexity increased until it hit a limiting factor -- the complexity capacity of the average human. These days between 40 and 50% of American's can't handle civilization 2021 (sometimes I call this mass disability (see also). Witness among other things, The Great Stupidity of the FoxCovians.
It's a variant of the "Future Shock" Toffler wrote about 52 years ago. I don't have a fix; I don't think the world will get less complex. Our technologies are moving too fast. Maybe we'll just get used to not understanding the world and civilization will stumble on regardless. After all, for most of human history the world was incomprehensible -- and we did manage. Sort of. Mostly without civilization though ...
Sunday, June 13, 2021
Alzheimer's and Amyloid: How even a perfect aducanumab could help some and hurt others.
Representational drift, if validated, tells us that a memory is a set of relationships, not the specific neurons that embody those relationships. This sentence might be rendered in electrons or ink, but it has the same meaning.
Reading an article about this reminded me about an old concern with drugs that aim to treat Alzheimer's by reducing amyloid accumulation in neurons. Drugs like the recently approved (and seemingly minimally effective) monoclonal medication aducanumab. The root problem is that we don't know why neurons accumulate amyloid. There's been a growing suspicion over the past few years that amyloidization might in some way be helpful.
I wrote about one way this might play out in a twitter post which I've revised here:
Representational drift reminds me of a theoretical problem with aducanumab and amyloid therapy for Alzheimer’s dementia. It begins with recognizing that we don’t know why neurons accumulate amyloid.
Many suspect amyloid has a physiological reason to appear in neurons. Suppose, for example, amyloid is the way old crappy neurons are "retired" from forming memory relationships. Amyloidization would then be the brain equivalent of marking a SSD region as unusable.
A system like this would have 2 kinds of bugs. It might be too aggressive or not aggressive enough.
If the retirement mechanism is too aggressive then neurons will be amyloidized prematurely. They could have still formed useful memories, but now they're dead. The brain can only produce so many neurons so it runs out prematurely. Early dementia develops. In this case a drug that cleared amyloid could help -- as long as it wasn't too aggressive. The balance may be fine and hard to get right.
If the retirement mechanism is too permissive then a lot of flaky neurons accumulate without much amyloid. Dementia follows from this too -- but it might look clinically quite different. In this case a drug that cleared amyloid would make the dementia worse! Even more flaky neurons would accumulate.
Even if the balance is just write we do run out of viable neurons. Even a very healthy centenarian has only a fraction of the cognition they once had. Again, in this case, an amyloid clearing drug would make the brain worse.
If this was the way the brain worked then an amyloid reduction drug would make some dementia worse and some better. The net effect would be quite small -- even if the medication worked perfectly and was dosed correctly.
All speculative. Come back in 5 years and see how it turned out.
Tuesday, March 17, 2020
Hydroxychloroquine, COVID-19, and Lupus
Both chloroquine and hydroxychloroquine inhibit SARS-CoV-2 in vitro, although hydroxychloroquine appears to have more potent antiviral activity [75].I think saw a post somewhere that claimed it interferes with viral replication inside infected lung tissue but I can't find it now.
That's obviously great if it works out.
If it does work out though, it might be worth looking again at old (and still current) ideas that rheumatic disorders that response to hydroxychloroquine (esp. SLE, RA) are infectious in origin. Maybe an RNA virus ...
Friday, March 13, 2020
COVID-03 and COVID-19: influenza co-infection and multiple strains
The entire SARS story puzzles the heck out of me. Why did so many nurses die, even in locations that should have had strong infection control? Why did the disease seem so contagious in some places, and not at all contagious in others? Did the virus attenuate? Was the epidemiologic behavior due to an unidentified cofactor infection that was common in some places and not in others? (eg. a second virus was needed to develop full fledged SARS).
I can't believe that the infection control measures were so effective. The disease was loose in China for months. Why did it not spread in India at all?A year later I wondered if there were multiple strains circulating, all mutually immunogenic, some more toxic than others. (There may be multiple strains of SARS-CoV-2 as well.) I wondered if that suggested a pandemic management strategy - a kind of "backburning"...
Create a contagious synthetic pathogen that's relatively benign, but induces immunity to the major pathogen -- and spread it actively. I say not entirely novel, because this is how Polio was suppressed. The oral vaccine was an active contagious pathogen that was excreted in stool. It immunized a vast number of persons -- but some became sick, disabled, or dead. When Polio was less of a threat we switched to a non-pathogenic inoculation. The difference is the successful Polio strategy was probably unintentional (I suspect some people understood even in the 1950s), but in the future we'd be deliberately exposing an entire population to an immunogenic pathogen that would almost certainly harm many people.Now we are enjoying COVID-19, the bigger, uglier, brother. Again there's tremendous variability from place to place and time to time. Again India seems unbothered. Again young healthcare workers are vulnerable. Again I wonder if some of the sickest patients have multiple viral inflections or more aggressive strains. Perhaps as our seasonal flu finally fades so will the worst of COVID-19.
I hope this time we'll understand it better.
Saturday, February 02, 2019
Against superhuman AI
I am a strong-AI pessimist. I think by 2100 we’ll be in range of sentient AIs that vastly exceed human cognitive abilities (“skynet”). Superhuman-AI has long been my favorite answer to the Fermi Paradox (see also); an inevitable product of all technological civilizations that ends interest in touring the galaxy.
I periodically read essays claiming superhuman-AI is silly, but the justifications are typically nonsensical or theological (soul-equivalents needed).
So I tried to come up with some valid reasons to be reassured. Here’s my list:
- We’ve hit the physical limits of our processing architecture. The “Moore-era” is over — no more doubling every 12-18 months. Now we slowly add cores and tweak hardware. The new MacBook Air isn’t much faster than my 2015 Air. So the raw power driver isn’t there.
- Our processing architecture is energy inefficient. Human brains vastly exceed our computing capabilities and they run on a meager supply of glucose and oxygen. Our energy-output curve is wrong.
- Autonomous vehicles are stuck. They aren’t even as good as the average human driver, and the average human driver is obviously incompetent. They can’t handle bicycles, pedestrians, weather, or map variations. They could be 20 years away, they could be 100 years away. They aren’t 5 years away. Our algorithms are limited.
- Quantum computers aren’t that exciting. They are wonderful physics platforms, but quantum supremacy may be quite narrow.
- Remember when organic neural networks were going to be fused into silicon platforms? Obviously that went nowhere since we no longer hear about it. (I checked, it appears Thomas DeMarse is still with us. Apparently.)
My list doesn’t make superhuman-AI impossible of course, it just means we might be a bit further away, closer to 300 years than 80 years. Long enough that my children might escape.
Saturday, February 17, 2018
CHIP, immune disorders, osteoarthritis, and hydroxychloroquine
A footnote in my post on Kateva’s liver disease linked to a NYT article on CHIP (clonal hematopoiesis of indeterminate potential). Wikipedia calls it “Clonal hematopoiesis”. To put it mildly, this is a hot research topic (wikipedia, lots of 2017 edits) …
Recently, several independent studies have confirmed the presence of malignancy-associated mutations in the blood of individuals who have no clinical signs of hematologic malignancy.[4][5][6] In combination, these studies have demonstrated the widespread incidence of clonal hematopoiesis in the healthy adult population and have stimulated further efforts to broaden our understanding of clonal hematopoiesis in health and disease.
Whenever we discover something new about human biology we round up all the diseases we don’t understand and look for a connection. The main focus now is on CHIP’s role in atherosclerotic heart disease, but I assume all the immune disorders are being CHIP tested. (I couldn’t find any articles on this today, which only makes me more suspicious :-).
If you’re going to look at mysterious CHIP disorders, I’d nominate the weird flavors of osteoarthritis. “Osteoarthritis” is an age related disorder (like CHIP), it’s very diverse, some of it has autoimmune type features — feels kind of CHIPpy. (As of Feb 2018 Google and Pubmed found nothing on “clonal hematopoiesis” osteoarthritis [2]. So you might have read it first here, except we know Google isn’t what it once was. Anyway, I’ve created an RSS feed for “clonal hematopoiesis” osteoarthritis — be interesting to see what that link shows in a few months.)
As long as I’m having fun with medical speculation, I’d like to throw in a mention to one of my favorite medications — hydroxychloroquine (HCQ). HCQ started life as a treatment for malaria, but it’s most commonly used for SLE and RA — autoimmune disorders. More recently it’s being explored as an adjunct to chemotherapy.
HCQ was thought to have something to do with Toll receptors (somewhat hot topic), but research on its oncology use focuses on how it interferes with lysosomal mediated autophagy. Autophagy (self-eating) is important for cells, it’s how they recycle their constituents to make new things. Some cells depend on this more than others. Retinal cells rely on autophagy and it’s probably not a coincidence that HCQ can cause retinal toxicity [1].
Cancer cells rely on autophagy too — they don’t have normal cooperative nutritional inputs. Which is why HCQ is being tested for cancer treatment.
Which brings me back to CHIP. We think CHIP is a kind of premalignant age related disorder of the stem cells that form blood. We think HCQ might impair replication of disordered cells. We know HCQ works for some autoimmune disorders. We wonder about CHIP and oddball autoimmune disorders …
So it would be fun to see if HCQ inhibits CHIP.
- fn -
[1] Worryingly the process can continue even after the drug is stopped.
[2] Actually they both returned results, but they were nonsensical results. I miss when Google used to actually work. It was funny to get a false positive from PubMed, it’s usually reliable.
Wednesday, November 16, 2016
Mass Disability - how did I come up with 40%?
How, a friend asked, did I come up with the 40% number for “mass disability” that I quoted in After Trump: reflections on mass disability in a sleepless night?
I came up with that number thinking about the relationship of college education, IQ curves, and middle class status. The thesis goes like this…
- Disability is contextual. In a space ship legs are a bit of a nuisance, but on earth they are quite helpful. The context for disability in the modern world is not climbing trees or lifting weights, it’s being able to earn an income that buys food, shelter, education, health care, recreation and a relatively secure old age. That is the definition of the modern “middle class” and above; a household income from $42,000 ($20/hr) to $126,000. It’s about half of Americans. By definition then half of Americans are not “abled”.
- I get a similar percentage if I look at the percentage of Americans who can complete a college degree or comparable advanced skills training. That’s a good proxy for reasonable emotional control and an IQ to at least 105 to 110. That’s about 40% of Americans — but Canada does better. I think the upper limit is probably 50% of people. If you accept that a college-capable brain is necessary for relative economic success in the modern world then 50% of Americans will be disabled.
So I could say that the real number is 50%, but college students mess up the income numbers. The 40% estimate for functionally disabled Americans adjusts for that.
As our non-sentient AI tech and automation gets smarter the “ability” threshold is going to rise. Somewhere the system has to break down. I think it broke on Nov 8, 2016. In a sense democracy worked — our cities aren’t literally on fire. Yet.
Friday, August 19, 2016
What a solution for phone spam will look like
The FCC wants a vast and unmanageable array of voice communications carriers to fix the robocall plague.
I’m here to tell you what will happen. It will work much the way email spam was managed in the 1990s. It will also be the end of our legacy voice communication system and, somewhere along the way, the Feds will mandate that Google and Apple support VOIP interoperability.
Yeah, email spam is managed. It’s true that 95% of my email volume is spam, but I don’t see it. Differential filtering based on the managed reputation of an authenticated sending service works. Push the spam management problem down the sending service, then vary filtering algorithms based on the reputation of the authenticated (PKI) sending service. If you still see large spam volumes or losing valuable email it’s because you’re using Apple as an email service provider. Don’t do that.
Here’s what I think will happen to enable differential filtering based on the managed reputation of the authenticated calling service. I’m sure insiders know this, but they aren’t talking.
- VOIP interoperability will be mandated. No more Apple-only FaceTime audio.
- Services (AT&T, Verizon) that don’t authenticate or manage their customers are assigned poor baseline scores. Service that authenticate/manage customers (Apple) get high baseline scores.
- Low score calls get sent to spam VOIP, we never see them. Medium score never ring through, they go automatically to transcription and we get transcription summary.
- High score calls are eligible for ring through based on user device settings.
See also
- Economist.com | The fight against spam - buying a managed reputation 2/2004
- Fighting Spam - a proposal I first wrote up @1997.
Saturday, April 11, 2015
Tech bubble 2015: Billion dollar acquisitions financed by the "rent" we pay MegaCorp monopolies?
But why are MegaCorp (0.1 trillion and up publicly traded corporations) paying billions?
Largely, I suspect, to forestall competition and enable monopoly rent earnings. Incidentally sweeping up disruptive talent [1] as well as aborting potential corporate competitors.
We usually think of this acquisition bubble as driven by “paying you to borrow” interest rates, but it’s also being funded by the monopoly rents we pay oligopolies in the new gilded age.
When does it stop?
The ultimate limit is probably the ability of consumers to pay the rent(s)…
[1] Talent doesn’t have to be put to good use, just kept out of job market until threat expires. (*cough* secular stagnation *cough*). The corporate acquisition is intentional, the talent lock is partly an “invisible hand” class “happy accident”.
Sunday, January 04, 2015
Dynamic stability: struggle and balance in minds, brains, genomes, pregnancy, politics, ecosystems and economies
The minds we experience are based on multiple overlapping, redundant and competitive brain systems (I don’t get the term “degeneracy” btw) that can survive injury and genome bugs. Genome expression works the same way, which is why we’ve made so little progress with genomic medicine since 1994.
Human pregnancy works the same way — a dynamic struggle (war), a kind of tension control system.
American politics too — something to remember amidst the yammering and yelling and general madness - a reason for optimism.
So do ecosystems of course; and thus eco-econ says so do economies.
This is something we probably ought to think about a bit more.
Friday, July 04, 2014
Why Apple killed the most important applications on the Mac: Aperture and iPhoto
A bong smolders in the sanctum sanctorum of 1 Infinity Loop, Cupertino California. It’s early 2013 and Apple’s most powerful billionaires are looking ahead. Billions of dollars are overflowing Apple’s bank accounts…
“We’re screwed. Totally f*cked. Gimme that bong”.
“Yeah. I know. It’s bad. Google is gonna stomp us. Android owns the world. Schools are gonna do Google Apps on Chromebooks. We were wrong about phablets and now the iPad is gonna die. There’s no way we can catch up with Google Docs.”
“Yeah, we’ve all seen the numbers. We get a few good years … then boom - we’re Microsoft. Damn. Gimme that …”
“Sh*t. We gotta do something. Google’s got the numbers and the Net — how can we fight that?”
“We got something. We got the hardware. We gotta take a different angle and hope Samsung slits Google’s throat — because they hate Google even more than they hate us.”
“There’s plan B. Ditch everything where we ain’t making big money. That pro-software sh*t - we make more money in a day’s iPhone sales that we make on a year of Aperture. Nobody makes money on high end stuff any more. And look at our iPhoto sales — sucking wind for years. Ditch it, ditch it all. Hell, dump the Mac. We’ll be all “internet of things”…”
“No.”
“No? Hey you sure you don’t want some of this T ..”
“No”.
“No and Plan B is suicide. We can’t fight Google there. They’ll slaughter us. We gotta go with Plan A. We gotta make stuff that works for the low end and the geeks. We have to do the whole thing and we gotta stop screwing up the software. We screwed up iTunes. iCloud - everything on iCloud. iPhoto — oh, God, we screwed that one so many ways. Podcast.app - took two years to fix that. iBook — you ever try using that piece of sh*t?. We got money — but we don’t have time. So we get better.”
“Plan A? That’s bad stuff man. We blow that, we’re done.”
“Plan A. And we’re gonna start with stuff we shoulda owned. We’re gonna start with photos. Nobody can manage their photos. People take thousands and lose ‘em all when they drop their phone in the toilet. Photo geeks have thousands in Aperture and they lose ‘em all - no backups.”
“Hah! You think we can do this? We had a great app with iPhoto, but we couldn’t add Library Management because that was an Aperture thing. Then we were five years late with a single iPhoto to Aperture library. We made iPhoto stupider, but we couldn’t make it easy to use. Sh*t we were idiots.”
“Aperture! Hah, that was joke. How many geeks every figured how to use our keyword tree? Even Brainiacs didn’t get that one. Where’d we buy that crap UI from anyway? Looks like something from NeXT.”
“Enough. We do Plan A. We’re gonna make a single application that works with a Phablet or an iMac, one app that scales from kids with phones to camera geeks. Elite and civilian — all of ‘em. We’re gonna burn our bridges — we’re gonna make it official. iPhoto and Aperture are dead.”
“Wow, we’re gonna have a lot of mad customers. But, hell, what are they gonna do? It’s easier to change gender than to move from Aperture to Lightroom — and Adobe ain’t gonna last much longer anyway. There’s no money in pro software, and they got nothing else.”
“So how do we do it? We should be classy. Let folks know we’ll keep the apps going until everything’s set. They’ll be bummed, but we know how to do this right.”
“No.”
“No?! What do you mean no?!”
"We gotta make Google think we’re idiots. We’ll let it slip out through some blogger mac geeks read. We’ll give ‘em nothing. We’ll make it look like we’re pissing off our best customers. Google won’t suspect a thing. Hell, what are they gonna do? Go to Lightroom?!”
“Pass me that bong”.
Saturday, June 28, 2014
Secular stagnation and the Beveridge curve - the role of frail boomer parents
American unemployment, as economist’s measure it, is back to our post-2000 “norm”. On the other hand economic growth is low; our last quarter would make a fine start to another recession. Krugman et al debate the cause of “secular stagnation” in general, and strangely low labor force participation and Beveridge Curve shift in particular.
The usual suspects are globalization and “IT” (increasingly “AI”, politely referred to as “robots”). I also suspect the dominance of the dysfunctionally powerful modern corporation plays an important role along with the related the rise of economic parasites.
Income inequality is inducing economic distortions that likely also contribute, though I think that effect is partly offset by corporate power. Slowdowns in scientific discovery and technological innovation aren’t helping.
That’s a long list - as one would expect in an eco-econ world where we have to treat economies as ecologies. It takes a lot to change a self-correcting system.
I think we can add more though - including the intersection of demographics and medicine.
Once upon a time, as “recently” (cough) as when I started medical school in 1982, parents died in their 60s and 70s. They weren’t as vigorous as today’s 70 yo’s but they weren’t particularly frail either. They ate poorly, smoked and exercised little — but that’s not enough to make someone frail. It just means that elders died relatively quickly of cancer, heart disease, and organ failure. Dementia was starting to become more common, but it wasn’t universal.
Today’s Boomer parents are different. They stopped smoking 20 or 30 years ago. They’ve had more education and they’ve benefitted from bypass surgery and far better medications for lipid and blood pressure control. Their diets are lousy and they never exercised much — but they’re not nearly as obese as we will be.
So they tend to last — into their 80s. Which is pretty much the end of the road for the human machine. So Boomer parents get to be frail - and demented. That’s an entirely different care burden than any previous generation has known - and it’s hitting the boomer peak of today’s demographic curve. As always, the burden falls largely on women.
The frailty burden is genuinely new. It’s not big enough to explain all of our economic transformation, but I think it plays a significant role.
Fortunately, there’s an obvious fix - and an investment opportunity.
I expect to see massive solar powered robotic dementia care facilities opening across the empty spaces of America — probably as extensions of Google’s data centers. With robotic caretakers, waste water recycling, soy lent green synthetic protein, and high bandwidth connections to companion AIs and VR-integrated remote children this should be quite pleasant.
I’m looking forward to my pod. (Oh, sh*t, I’m in it right no…..)
See also
- 1973 vs. 2013: Stagflation vs Stagbubbilation 11/2013
- Employment in the Great Stagnation 8/2010
- Salmon, Picketty, Corporate Persons, Eco-Econ, and why we shouldn’t worry 4/2014
- Ants, corporations and the great stagnation 12/2011
- Why did medical progress slow after 1984? 12/2010
- Mass disability goes mainstream: disequilibria and RCIIT 12/2011
- Secular stagnation: What if the current corporate environment were selecting for remarkably mediocre CEOs? 6/2014
- The standard human lifespan is 88 7/2010
- Why geezers hit the gym (warning - for mature audiences only) 3/2014 (I’m keeping my deadliest under 200 lbs for now, but should be able to break 200 on my back squat this August.)
[1]
Wednesday, May 14, 2014
Reconstructing our medical evidence base by algorithmic trust assignment across the medical literature
Perhaps as a result of these problems we see a very high level of research result contradiction and retraction. Sometimes it seems everything we believed in 1999 was reversed by 2014. Retrospective studies of the sustainability of medical research has taught us that the wise physician is better to read textbooks and ignore anything that doesn't get to the front page of the New York Times.
For those of us who grew up on evidence-based medicine in the 1980s, and who proselytized the value of literature currency in the 80s and 90s, these have been humbling times. Humbling times that I wish the creators of the AHA's new statin guideline remembered. (More on that later, perhaps).
We can't change the past, but what do we do with the medical literature we've inherited? It is vast, but we know the quality is mediocre. Can we salvage the best of it?
Maybe we can borrow from the metadata techniques of the NSA and the NLP methods used by banks looking for suspicious language in financial reports. We have quite a bit of metadata to work with: authors, institutions, funding sources, time of publication, and more. We have full text access to most abstracts. We know the history of authors and institutions. We have citation links. We know particularly problematic research domains. We know that mice studies with male researchers may suffer from pheromone induced mouse trauma.
If we were to mine the literature with modern metadata and language processing tools, could we algorithmically assign trust ranks to the entire research literature? We'd then know what we don't know...
Saturday, April 26, 2014
Salmon, Picketty, Corporate Persons, Eco-Econ, and why we shouldn't worry
I haven’t read Picketty’s Capital in the Twenty-First Century. I’ll skim it in the library some day, but I’m fine outsourcing that work to DeLong, Krugman and Noah.
I do have opinions of course! I’m good at having opinions.
I believe Picketty is fundamentally correct, and it’s good to see our focus shifting from income inequality to wealth inequality. I think there are many malign social and economic consequences of wealth accumulation, but the greatest threat is likely the damage to democracy. Alas, wealth concentration and corruption of government are self-reinforcing trends. It is wise to give the rich extra votes, lest they overthrow democracy entirely, but fatal to give them all the votes.
What I haven’t seen in the discussions so far is the understanding that the modern oligarch is not necessarily human. Corporations are persons too, and even the Kock Brothers are not quite as wealthy as APPL. Corporations and similar self-sustaining entities have an emergent will of their own; Voters, Corporations and Plutocrats contend for control of avowed democracies [1]. The Rise of the Machine is a pithy phrase for our RCIIT disrupted AI age, but the Corporate entity is a form of emergent machine too.
So when we think of wealth and income inequality, and the driving force of emergent process, we need to remember that while Russia’s oligarchs are (mostly vile) humans, ours are more mixed. That’s not necessarily a bad thing - GOOGL is a better master than David Koch. Consider, for example, the silencing of Felix Salmon:
Today is Felix's last day at Reuters. Here's the link to his mega-million word blog archive (start from the beginning, in March 2009, if you like). Because we're source-agnostic, you can also find some of his best stuff from the Reuters era at Wired, Slate, the Atlantic, News Genius, CJR, the NYT, and NY Mag. There's also Felix TV, his personal site, his Tumblr, his Medium archive, and, of course, the Twitter feed we all aspire to.
Once upon a time, a feudal Baron or Russian oligarch would have violently silenced an annoying critic like Salmon (example: Piketty - no exit). Today’s system simply found him a safe and silent home. I approve of this inhuman efficiency.
So what comes next? Salmon is right that our system of Human Plutocrats and emergent Corporate entities is more or less stable (think - stability of ancient Egypt). I think Krugman is wrong that establishment economics fully describes what’s happening [2]; we still need to develop eco-econ — which is not “ecological economics”. Eco-econ is the study of how economic systems recapitulate biological systems; and how economic parasites evolve and thrive [3]. Eco-econ will give us some ideas on how our current system may evolve.
In any event, I’m not entirely pessimistic. Complex adaptive systems have confounded my past predictions. Greece and the EU should have collapsed, but the center held [4]. In any case, there are bigger disruptions coming [5]. We won’t have to worry about Human plutocrats for very long….
See also
- Princeton Study: U.S. No Longer An Actual Democracy
- Justice Stevens Suggests Solution for ‘Giant Step in the Wrong Direction’
- Economist Receives Rock Star Treatment
- Transcending Complacency on Superintelligent Machines. Hawking, Russell, Tegmark and Wilczek
- The Piketty pessimist | Felix Salmon
- Frustrations of the Heterodox - Krugman
- Ants, corporations and the great stagnation 12/2011
- Speculation: The corporate ecosystem and American stasis 11/2010
- Corporate growth and the unexpected triumph of central planning 11/2012
- The debt ceiling: Can Goldman Sachs win if the US defaults? 4/2011.
- Mass disability goes mainstream: disequilibria and RCIIT 11/2011
- The limits of disaster predictions: complex adaptive systems 2/2007
- Fermi Paradox: The solution set is stable 3/2013
- Apologetics: God and the Fermi Paradox 11/2010 (Sort of related :-)
- Sympathy for Economists 8/2013
- The new history is deep history 4/2010. Democracy is but the blink of an eye.
- fn -
[1] I like that 2011 post and the graphic I did then. I’d put “plutocrats” in the upper right these days. The debt ceiling fight of 2011, showed that Corporations and Plutocrats could be smarter than Voters, and the rise of the Tea Party shows that Corporations can be smarter than Voters and Plutocrats. Corporations, and most Plutocrats, are more progressive on sexual orientation and tribal origin than Voters. Corporations have neither gender nor pigment, and they are all tribes of one.
I could write a separate post about why I can’t simply edit the above graphic, but even I find that tech failure too depressing to contemplate.
[2] I don’t think Krugman believes this himself - but he doesn’t yet know how to model his psychohistory framework. He’s still working on the robotics angle.
[3] I just made this up today, but I dimly recall reading that the basic premises of eco-econ have turned up in the literature many times since Darwin described natural selection in biological systems. These days, of course, we apply natural selection to the evolution of the multiverse. Applications to economics are relatively modest.
[4] Perhaps because Corporations and Plutocrats outweighed Voters again — probably better or for worse.
[5] Short version — we are now confident that life-compatible exoplanets are dirt common, so the combination of the Drake Equation (no, it’s not stupid) and the Fermi Paradox means that wandering/curious/communicative civilizations are short-lived. That implies we are short-lived, because we’re like that. The most likely thing to finish us off are our technological heirs.
Saturday, November 09, 2013
Lessons from Photo Stream Unlimited - Typhoon Mobile and is Apple going to make a prosumer camera?
For an old school technology geek, reared on local file stores and data cables and file formats and backups and (ugh) synchronization, these are challenging times. Our life is getting harder as the tech landscape shifts to fit billions of connected devices paired with humans who don't know a .docx from the proverbial hole in the ground.
Remember Cnut and the tides? He knew you can't fight City Hall. The best we can do is figure out which way the wind blows. (Ok, I'll stop now.)
So what does Google's mangling of old school email [1] and weakening of CalDAV support, Apple's ending of iTunes USB sync of calendar and contacts [2], Apple's Podcast.app disregard for iTunes metadata [3], Apple's mobile/Cloud retcon of iWorks [4] and, especially, Apple's very quiet Everpixing [5] of Photo Stream tell us about the wind?
It tells us that mobile has at last eaten the world. We knew this was coming, but we didn't know when. Hello Typhoon Mobile, good-bye the world we elder geeks evolved in.
The new world is transitory -- people don't keep photos any more. They walk away from Facebook accounts with barely a backwards look. It's Los Angeles all over.
The new world doesn't have cables. It doesn't really have local file stores or local backup. It rarely does power or complexity -- pro power is going to get expensive. Do you love your iTunes Smart Lists? Play 'em Taps while you can.
We can't fight this -- heck, even Apple can't fight this. At best Apple may support a rear guard action for its old school paying customers. Google, Amazon and Samsung ain't gonna be so merciful or so motivated. [6]
Maybe we'll meet at a bar sometime and raise a glass to the days that were.
Oh, and that camera?
Well, if Photo Stream is as big as I think it will be -- just enough memory in the age of transience -- there's a nice little business for a Photo Stream compatible prosumer device that is to Camera.app as the MacBook is to the iPad. It's a natural Apple software/manufacturing disruption move. An iCamera they make that works with Nikon, Canon or Leica glass -- whoever makes the right deal. I'll buy one.
- fn -
[1] I just modified the wikipedia entry to say Gmail is an "email-like" service rather than an "email service". I doubt that will stick, but eventually it will.
[2] So far on Mavericks. It's effectively ending for Podcasts and iBooks as well. After Apple stops selling iPods all cable sync is going to go.
[3] You can change Podcast titles in iTunes, but if the Podcast is available online those edits are ignored.
[4] Retcon is how comic books dealt with middle-aged superheroes that were born 60 realtime years ago; it's a recapitulation of how Greeks did mythology -- every town had its version of the stories, and they got frequent reboots. In software we once had "updates" that added features and capabilities or managed platform changes, now we have retcons that inherit branding. They come with new capabilities, but also substantial regressions. Apple has kinda-sorta apologized for calling iThing 13 iWorks, but they didn't have much of a choice.
[5] Everpix was a photo service that claimed to store all images forever for all devices. They were so obviously high risk I avoided them, but it may not be coincidental that they died around the same week that Apple ended its Photo Stream image limit.
[6] Who is it that makes Office 365? Can't remember.
Update: A corollary of all of this is that we're never going to come up with a DRM standard for either eBooks or movies. We'll go instead to a pure rental model.
Sunday, June 09, 2013
Cash purchases driving a new real estate bubble - too much wealth, too few investments
Cash-only real estate speculation in LA, Boston, Miami, San Francisco and so on (emphases mine) ...
... These days, the only way for would-be buyers to secure a home, it often seems, is to offer all cash and be ready to do so within hours, not days.
...first-time home buyers are competing with investors to get into single-family homes with prices approaching $1 million.
... large investors purchasing thousands of properties
... a third of all homes purchased in Los Angeles during the first quarter of this year went for all cash, compared with just 7 percent in 2007. In Miami, 65 percent of homes sold were for cash deals, compared with 16 percent six years ago.
... In Los Angeles, the median price on an all-cash home this year is about $351,000, compared with $230,000 in 2009. Over the same period, the median price over all increased to $410,000, up $85,000. In fact, last month, home prices in Southern California hit their highest level in the last five years.
... Buyers in Boston are offering $100,000 more than the asking price or placing offers on homes they have spent only minutes in.
... He also waived the inspection clause, an increasingly common practice... offers today are more likely to include escalation clauses, saying buyers will pay an additional amount over the highest bid.
... cash purchases fueled in part by international investors and retirees awash in cash after selling their homes elsewhere....
This fits reports a few months back of large numbers of purchased but unoccupied condominiums in luxury markets.
Where is all the cash coming from? The article doesn't say, but there's vast wealth in China now and few safe places to park it. Real estate is a classic Chinese investment. There's also a large amount of boomer wealth in play as my generation (noisily, because we are nothing if not loud) shuffles off the stage.
What happens next? I assume we're in for another one of our worldwide boom-bust cycles...
Gordon's Notes: Stock prices - resorting to another dumb hydraulic analogy
Why are having these worldwide boom bust cycles?
Ahh, if only we knew. Since I'm not an economist, and thus I have neither credibility to protect nor Krugman to fear, I'm free to speculate. I think the world's productive capacity has grown faster than the ability of our financial systems to manage it. There's too much wealth and potential wealth (in a fundamental sense, regardless of central bank actions) for our system to productively absorb. We're filling a 100 ml vial from a 10 liter bucket. Or, in Bernd Jendrissek's words: "The gain is too high for the phase shift for this feedback loop to be stable."
If there's anything to this idea then we little people may want to remember the advice of Victor Niederhoffer, a wealthy man who has lost vast amounts of money in the post RCIIIT economy:
... Whenever disaster strikes, the very sagacious wealthy people take their canes, and they hobble down from their stately mansions on Fifth Avenue, and they buy stocks to the extent of their bank balances, and then a week or two later, the market rises, they deposit the overplus in their accounts, invest it in blue-chip real estate, and retire back to their stately mansions. That's probably the best way of making money, to be a specialist in panics. Whenever there's panic hanging in the air, that's a great time to invest...
Of course this implies one has a relatively tax efficient way of moving money in and out of cash -- and lots of cash to gamble without fear of unemployment. When downturns hit most of us need our cash as a hedge against job loss; only the 0.05% don't need to work. Even so, there may be a lesser version of the long game we can play to at least limit our crash pain. For example, perhaps a 21st century John Bogle will create a derivative that retail investors can purchase on the rise (when we have cash) that pays off on the fall (when we don't).
How long will it be before the world's financial systems catch up with our productive capacity -- especially given the rise of Africa and the unfolding of the post-AI world?
I suspect not in my lifetime [1]. It's whitewater as far as the eye can see.
Update: In surfing lingo a hard breaking wave is a called a "Cruncher". Perhaps "new Cruncher" is a better term than "new bubble".
- fn -
[1] Though if wealth were better distributed we might have the equivalent of filling that 100 ml vial from 10,000 1 ml vials. Much easier to stop before overfilling.
Sunday, May 19, 2013
Stock prices - resorting to another dumb hydraulic analogy
Stocks are overpriced again. It's probably not too much of a bubble (yet), but we continue to be significantly above "trend".
Whatever the heck that means. Economists no longer have rational models for stock prices, Apple's share price alone makes efficient market theory seem silly.
It is at times like this that barbers stock talking about stock picks, insider traders get arrested, deficit figures improve, and people notice that BlackRock holds 4 trillion dollars in US stocks. Yeah, trillion. Soon we'll see headlines, if Time is still around, declaring "America is back".
Inevitably, people who know nothing compare post-1995 to pre-1995 stock behavior. Around the time that IT started to transform the world, and China and India became more-or-less industrialized nations, share prices became wavy over a five year timeline ....
Kind of like a roller coaster, which is what the last fifteen years have felt like. (Note roller coaster is "normal" to most people who read this, only old folks remember something more linear.)
We'd all love to know why this has happened, and if it's really going to go on like this for the next 30 years or so. So, in the last stage of desperation, amateurs like me resort to a hydraulic analogy.
Remember those trillions and trillions? It's as though they were a 10 liter bucket in the hands of BlackRock and the rest of us. The bucket is trying to hit the 1L mark in a 2L cylinder. It pours over the mark or under the mark. It's really hard to hit the mark. There's just too much money, and the market is too small.
We need a bigger market.
Update 5/26/13: I've been playing with this intuition, though I'm far from convinced it means anything. An obvious question is -- bigger compared to what? I think it's 'compared to the productive capacity of global economies. At this time, given the still underutilized potential of the educated populations of China and India, the potential of the post-AI era, and the unused capacity of recession-bound Europe, the global productive capacity is very large. Our public markets have grown over the past two decades, but my hunch is that this growth has been far exceeded by the world's productive capacity. Hence the need for bigger markets.
Tuesday, April 30, 2013
Muscle soreness two days after exercise -- why does it go away?
If I survive a few more months, I'll write about why I started CrossFit at 53.
It's been an interesting experience, not least because of the extreme muscle soreness during the first 3-4 weeks of workouts. About 48 hours after exercise I had a hard time descending stairs. This is known as "delayed onset muscle soreness" or DOMS - also known as "muscle fever".
No, there's no evidence at all that nutritional supplements make any difference.
I've run into this before of course, typically after playing hockey, but until now I hadn't seriously wondered about the cause. I dimly recall some handwaving explanations in my 1980s med school; something about "muscle tears" and/or lactic acid. The latter was silly, and the former hasn't held up. The current consensus seems to be that it arises from some sort of microscopic injury and healing, but ...
Re-evaluation of sarcolemma injury and muscle swell... [PLoS One. 2013] - PubMed - NCBI
.... results do not support the prevailing hypothesis that eccentric exercise causes an initial sarcolemma injury which leads to subsequent inflammation after eccentric exercise... fibre swelling in the soleus muscle is not directly associated with the symptom of DOMS...
But if it were some kind of injury response, why does DOMS become much less severe over time? After about 4-6 weeks of CrossFit I still have muscle soreness, but it's quite mild -- nothing like my original experience.
After I thought about this a bit my hypothesis was that the fundamental mechanism was apoptosis, or cell death. My old underused muscles probably had a good number of old creaky cells on the edge of apoptosis; perhaps a sudden mitochondrial activity surge pushed them over the edge. Lots of cells die at once, but after a few weeks the marginal ones are gone and I'm back to baseline muscle soreness.
Strangely, because apoptosis was a very hot topic in the 90s and 00s, I could find only one reference with a PubMed search on apoptosis and DOMS. That was in a relatively obscure journal back in 2000:
Gender differences in muscle inflammation aft... [J Appl Physiol. 2000] - PubMed - NCBI
"... exercise may stimulate the expression of proteins involved in apoptosis in skeletal muscle."
Research tends to follow fashions, and apoptosis was overexposed a decade ago. It's time for it to make a comeback though, so I'm looking forward to reading about apoptosis and DOMS in the years to come. Researchers just need to study 50+yo men starting CrossFit.
Update 12/19/2018: Still loving that CrossFit. Reading this I must have started around 4/1/2013. So I’ve been doing it for 5y8m. I’m never as sore as I was those first few weeks …