So sick of fedora freezing and causing problems on my thinkpad. Bought new laptop. Went with the macbook air in comparison below. Store pickup, Apple store in Grand Central Station. Took home, setup, configured before flight tomorrow.
XPS13
MacBook Air
CPU
12th gen i5 10core
m2 8core
GPU
Iris XE
m2 8core
Mem
8GB
8GB
Storage
512GB ss
256GB ss
Display
13.4″ 1920×1200
13.6″ 2560×1664
Weight
2.6lbs
2.7lbs
Battery
51Wh
53Wh
Camera
720p
1080p
OS
Ubuntu 20.04
macOS 13.2
Price
$689
$1199
Setup.
Reminder that I have most things stored in the google suite: drive, mail, sheets, docs, maps, photos, calendar, etc.
And then others specific to their cloud: oura, 8sleep, etc.
But there are few things in icloud: shared albums, messages, passwords/keychain, contacts, wallet, whatsapp/telegram, health, backups, shortcuts, voice memos.
All settings. Configured displays, battery, lockscreen, dock, night mode, menu bar, etc.
Swap safari for chrome default. Add profiles.
Uninstall all default apps (except the MANY system ones that don’t let you). Just open launchpad and hold option, then X everything.
Instead of windows-<num> to launch an app pinned to the dock, you have to push fn-ctrl-f3 then arrows to pick then enter. That’s the native solution, but clearly bad. Downloaded a simple app “Snap” from the app store. Just command-<num>. Much better.
Added cmd-space for launchpad, left default of f4 for spotlight (both allow search of computer for apps and others).
Most of my contacts are google (not apple/icloud, or other). So you have to give permission to sync those.
Downloaded Rectangle (free) for tiling/snapping/dragging/maximizing. Perfect. Same as all the arrows of windows but instead of the window key, use cmd.
Remember some apps are built for intel chips. The binding app Rosetta allows you to runs those on an m2 computer.
The record for consecutive days without snow in NYC is 332. We’re at 325 right now, and the 10-day forecast predicts no snow.
The official threshold for measurable snow is 1/10″ sticking.
Lots of private work.
Transferred to BoA business checking for min – no fees. I use this liquidity as part of the emergency fund as well.
Switched from pip-compile to full poetry for dep resolution and env management.
Ran black on all application code.
Removed a lot of inline pylint disables and consolidated to 28 globals in pylintrc. Will go through and remove soon, handling properly.
Also snuck in an improvement: the logic to move the home route between matchups and leaderboard is now automatic, based on pre/regseason and post/offseason.
Withdraw all from Schwab. No margin, was available.
Only 8 teams have won the world cup.
Morning Brew is run by Eagles fans?
Picked up my v2 double garden and personal rise garden from The Today Show (32 W 49th, stage door). The third layer extension for the v2 will arrive soon (emailed Ryan), as well as the replacement trays/etc for my v1. Reassembled the new one, looks great.
Hey! Matt Levine posted about Elon today!
Forward contracts. Remember futures are just like options, but you have to transact at the (expiration/settlement) date. Futures are traded on exchanges. They’re a known, templated derivative. Forwards are just like futures, but are bespoke, subjective cases. Usually a 1:1 agreement with a counterparty over a specific, less common transaction.
Opco = operating company. The primary company doing the business. Usually used in comparison to the propco (property company), the counterpart responsible for the holdings.
Closed-end fund is just closed after IPO (primary). All sales occur in the secondary market after that. An open-ended fund allows new investment capital to come in at any time. It can issue new shares, new LPs, etc.
Fund ratings. Issued by many bureaus, but morningstar is probably the most common. 1-5 stars. A 5 star rating = top 10%. Based on 3/5/10yr perf, and volatility. Fund must be >3yrs old to get a rating.
Tata steel finished. Crazy ending. Abdusattorov losing in last right after winning all tournament, tying for 2nd with Magnus. ANISH with 1st.
Subscribed to fintech collective.
Lots of private work.
Massage envy said they required a doctor’s note to cancel my membership! I replied that massage therapy is not something the doctor writes a prescription for, so it’s not something the doctor writes a note to unprescribe.
Equity capital markets (explicitly): All the equity capital markets, public and private. Includes derivatives, not just shares. Primary market is when issuers issue directly. VC raising, IPOs, etc. Secondary = most exchanges.
Duck for lunar new year party yesterday. Had ~30 over.
Grinded dry rub for the duck breast. Seared.
Rendered all the skin/fat for leg confit.
Didn’t have time to simmer the carcasses for stock.
The 49ers injured their first 24 strings of quarterbacks and lost the NFC championship to the eagles because we didn’t have enough men left on the field to compete (by rule).
AWS.
Webapp options.
My kneejerk: Buy domain from registrar -> Route53 DNS -> EC2 VM (or ECS/EKS) -> run nginx and backend server. Fronted can be statically served from server, or cloudfront.
Simplest option: static content on s3, serve with cloudfront CDN.
Amplify is the closest to vercel. Built for js/react type apps. Push your code only, CD triggers from git. No management of infra. It will deploy. You can connect Amplify to multiple backends (if you need dynamic/interactivity/persistence):
API options: API gateway (rest), AppSync (managed graphql service), EC2 (custom API).
Business logic: lambda (serverless), EC2 (server).
Persistence options: DynamoDB, any of the others.
Lightsail. Remember this was pitched as the lightweight version of EC2. You can deploy a frontend and/or backend. Can run on EC2.
Elastic Beanstalk. Very similar to lightsail, but with a few extra features: blue/green deployments, more network controls, more OS controls.
EC2. You can obviously run a full frontend or backend directly on EC2. Full control.
Containerized options.
Lightsail also supports containerized deployments.
ECS and EKS can obviously run a full frontend or backend in containers.
App Runner is a simplified workflow to deploy containerized webapps. Requires no exp.
No matter which cloud webapp architecture above you go with, you can use CDK to init an app (comes with frontend and backend templates), define the infrastructure/resources, and deploy.
Deployed an app of mine with Amplify.
Overall, I like vercel better so far. Much simpler.
amplify mirrors a lot with git: push/pull, checkout diff envs instead of branches, etc.
The integration with route53 with the domain registration, hosted zone creation, and SSL creation – this was absolutely seamless with amplify.
This is awesome: https://neal.fun/wonders-of-street-view/
Lots of private work.
Clinched 1st in challenge pool ($90) and 2nd in sbsc ($285).
Filled 3 buckets RODI. Change tomorrow morning before LNY.
Ordered new tropic marin salt. 200G synbiotic and 200G proreef. Both from saltwateraquarium, who had the biggest buckets in stock. $260 all-in.
Amazon Fresh increasing the minimum-for-free-shipping from $35 to $150. Should be fine, I hit that with my usual smoothie order.
A “qualified buyer” can mean a few things. Can mean you’re pre-approved for a mortgage. In the loan space, generally means that you meet certain criteria above the risk floor. “Qualified purchaser” in the investment space means you have 5M in assets, slightly above accredited investor.
NAV loans.
Credit/debt/fixed income funds.
2 and 20 common among equity funds, VCs, and hedge funds. 2% (of AUM) for ops / management. 20% (of profit) for performance incentive / alignment. Both annual.
Duck.
Went to chinatown, bought 6 ducks. Avg ~$5/lb, and ~5lb/duck.
Pekin duck is usually less gamey than other ducks (mallard etc). Better flavor.
Ducks have a much lower chance of carrying salmonella than other poultry. Both (1) for biological/immunity reasons and (2) they’re not farmed like chickens, which incubates stuff like that.
Separated the breasts and the legs from the carcass. With the remainder, removed meat/skin/fat (for rendered fat) and everything else (bones/organs/etc) for stock.
Scored/drybrined the breasts and left uncovered in fridge overnight to deverlop the pellicle.
Prepared the rub for the legs (confit) with onions, shallots, garlic, and szechuan pepper. Applied and marinated overnight (covered for these).
Will render the fat, make the stock, make the breast dry rub, bake the duck confit, and sear the breasts tomorrow.
JinjaX has some improvements over standard templates: https://jinjax.scaletti.dev/
Lots of private work.
SBSC.
Ticket cleanup, planning next sprint.
Did some side-by-side comparisons of matchups/picks/leaderboard views between SBSC and westgate. Not even close.
Added/removed a few accounts in mint.
Volo Sports for the manhattan rec leagues. Will look at dodgeball and kickball in spring. Would consider cornhole and volleyball too.
Added morgan stanley mobile.
Liquidated all schwab positions. Merging to TD.
Remember direct listing is like an IPO but you don’t raise any money at the same time. Just offer the shares on a public exchange.
Rise Garden (Ryan) came to pick up my plants for The Today Show on-set displays (airing Monday 2023-01-30?). 2 eggplant, 4 bok choi, 2 lemon pepper, 4 marigold. Getting replacement seeds/cups/trays/lids/caps, and a gratis garden (Originally personal $349, upgraded to v2 charcoal triple $1349! They’re actually giving me the garden that will be used for the today show). Cleaned up afterward, 1 tray and reservoir.
Junoon!
Cancelled my massage envy membership. They add you to a callback list (manager has to do it). She’ll reach out in 24-48hrs (confirmed this will happen before next bill, Feb 3, 1 week from now).
Allstar starters announced. West: curry, luka, bron, zion, jokic. East: durant, giannia, kyrie, tatum, mitchell. Bron and Giannis captains. The rest of the teams will be drafted on game night.
Figured out some logistics and content for miami podcast next week.
Poetry has issues installing scipy on mac. Needs the system-level package for Basic Linear Algebra Subprograms: brew install openblas
Jan 29 is the latest (ever) first snowfall in NYC. We got a very brief session today (Jan 25) which counts. Boooo. It didn’t stick, and isn’t supposed to actually snow for at least another week. Almost beat the record.
Haircut. 90min massage. Made smoothies. Oat milk. Gym. All the usual.
Spotify cutting 6%, add to big tech list (although remember this tagline is misleading, tech/software core usually fine).
Forge report on private markets: https://forgeglobal.com/insights/reports/investors-eye-next-wave-of-2023-unicorns/
Seed round dilution is usually ~15%, then A is ~20%, then subsequent rounds less and less.
Lots of private work.
PIK = Payment in Kind. A PIK loan can be paid with something other than cash (service, product, equity, whatever).
UBT = Unincorporated Business Tax. 4% for NYC.
Limited Partnerships and LLC structures of venture funds / PE: management entity, GP entity, LP entity.
TLSA beat EPS by >7% (lol). Revenue match.
Forward flow is when someone has originated a set of loans and another party buys them.Just forwarding principal+interest payments on to a new recipient. There’s effectively a new lender (investor).
For lunar new year: Gonna buy whole ducks from the asian market. Pluck and separate breasts + legs. Breasts will be roasted and served like steaks. Carcass will be rendered down into broth + fat. Legs will be cured and baked in the fat for duck confit. I’ll keep the broth for drinking next week.
6 whole ducks means everyone gets a half breast and a half leg confit (expecting ~24 people).
Remember config just means “preserved” (or candied) in french.
Big banks (JPM Chase, Wells Fargo, BoA, others) are working on a digital wallet to rival apple pay. I’m not sure why? You can just pay with their credit cards through apple wallet. I guess it’s just linked to a different account. But same convenience.
It’s being built by the company that built Zelle, Early Warning Services. Not sure if it will support crytpocurrencies or just fiat.
Lots of private work.
Saw cavs knicks at the garden.
Got my xmas tree picked up. Just call front desk. They come to your unit and put it in a bag so you don’t get needles all over the building on the way out.
Added Ryan (and maybe same +1) for saturday lunar new year (~25 rn), after talking with Bala about climate datasets and potential pipeline opportunities.
MS received the IRA rollover, will place investments soon.
Remember material design is google’s set of tools and standards and stuff for cross-platform UI designs / elements.
Matt Levine posted about Elon. Three segments today! Shocker!
Rise Gardens reached out to put my plants on The Today Show. They’re filming in NYC over the next few days. They don’t film in your location, they just take the plants (and reimburse, with extra gifts).
Went through amazon’s return/replacement/refund workflow (which is usually amazing) for the broken cap on the honey, wasn’t great. The automated form flows all failed. Had to go to manual chat for the refund.
Biggest platform for private equity data (I think): https://notice.co/c/spacex
SBSC.
Alltime league pick percentage (nearly 25k picks) is 49.8%. Go Vegas.
Petty and Jeremy tied for most total points, Grdich and Harner tied for 2nd most total points.
Petty leading pick percentages at 54.4% over 9 seasons (insane). Teej comin in HOT at 55.1% over the 4 half-seasons he’s played.
Our best season as a full league was 2017 (52%). Worst was 2022 (46.7%).
Added a js function to calculate ordinal suffix (1st, 2nd, 3rd, etc).
Katilin requested a pick-5-random button as well as a user-specific verify=False for late picks (lol).
Upgraded the entire app to bootstrap 5: https://gitlab.com/bmahlstedt/supercontest/-/issues/178
Upgraded jquery and popper as well.
Implemented Datatables so the leaderboards could be sorted by other columns, but (1) it conflicted with colspans (2) it conflicted with bootstrap styling (3) it conflicted with the serverside sorting.
