I have had this nagging sensation that I need to write again. Had everything set up to go on my iPad for some late night writing sessions and then my keyboard died. I wasn’t sure what the issue was but finally just decided to replace it.
Lot’s of things going on since my last post. Top of mind is $GME and the recent hedge fund blow ups. I like GME a lot and think they have some long term potential to turn around into a major gaming media company. Also, if we turn the corner on coronavirus and can go back to small public gatherings I can see some huge potential for board gaming as a turnaround strategy for the retail gaming. Nowhere near justifying the $300+ price point, but a good direction for the company nonetheless, I think.
I have also been spending a lot of time circling around complex systems. I think I was originally introduced to the topic through a Coursera class from Scott Page years ago. Some of the recent work from Yaneer Bar-Yam, Nassim Taleb, Joe Norman and Ole Peters has kindled the old fire and I have been reading everything I can get my hands on. I am finding my main limitation so far has been my lack of a deep working knowledge of probability and statistics so I am starting from scratch with a goal of eventually understanding Nassim’s recent writings in his Technical Incerto.
I recently learned that Notability now has an automated handwriting to equation tool so I’ll be posting some of the learning as I go along. It’s mostly for my sake to help express my understanding but feel free to follow along.
I’ll start with Papoulis and see where it goes from there. I have a tendency to bounce around books a bit as I find textbook statistics incredibly boring. I figure by the end of it I’ll have a self-made understanding of probability and stats and hopefully some interesting insights along the way.
Lastly, just before I pop off, I have been digging into Christopher Alexander’s Nature of Order recently. I am currently on Book 1 and its pretty damn interesting already. I’m sensing a deep dive into David Bohm’s physics work on implicate order in the near future.
Lastly, lastly, I had the pleasure of running across a recent blog post from Jerry Neumann on LinkedIn. The first piece I read was called Strategy Under Uncertainty and it is a wonderful combination of Christiansen, Taleb and his personal experiences in Angel and VC startup investing. His blog is called the Reaction Wheel (after some kind of satellite part) and I slogged through all 270 posts over the Christmas holidays. It was time well spent.