04 Mar 2018
Theories of Fiction and Proof
The relationships between the world described in fiction often match up to the relationships described in the real world to the point that we can’t just dismiss fiction as inconsequential. However, what is necessary is proof that the relationships described in fiction match up with the world outside before we begin to reference any fiction for lessons. Similar to is not congruent to. Neither does finding an inductive pattern imply...
11 Feb 2018
Predicting the Future and Overfitting
When we see a bunch of data points, we usually draw a straight line through them in the Ordinary Least Squares method and come to a prediction. We don’t overfit by drawing a polynomial spline through each of the points and then predict. That is because the Ordinary Least Squares approach is statistically motivated. Similarly, when we tell stories to inform each other of information that may predict the future,...
08 Feb 2018
Black Swans and Belief on Own Terms
There exists a line between independent thinking and believing things on your own terms. If we form a distribution for what may happen in the future, and there is a shock to our distribution upon data collection, we can refuse to update, which shows we are more convinced of our own models than reality. However, the presence of black swans tells us when reality intrudes on a model, we have...
19 Jan 2018
Christianity and Religion in Social Sciences
The question is really “what is Christianity” and how does it differ from a life of generally trying to do good things and telling the truth and being a loving person while avoiding negative thoughts and dark spirits? Christianity lies in the parable of Jesus who was the one God become man who lived amongst men and women, and ended His life by confronting evil amidst men and women, and...
02 Jan 2018
Complex visualization: Euler’s Identity
This is just a quick way to practice your ability to visualize in 3D, Euler’s Formula, which relates e^(ix) to the featured image, where basically the unit circle of trigonometric functions becomes a helix as the input into the function itself is mapped so f(x,y) as function of z, and we see how as we increase the Greek argument into the function, what e^(ix) is equal to remains fixed on...
16 Dec 2017
District of Columbia vs Heller: natural right to self defense
District of Columbia vs Heller was brought up recently on NPR as a clear indication the Supreme Court has ruled that gun rights from the second amendment extend to an individual basis regardless of involvement in a militia to the point the speaker on the radio said that we shouldn’t even give serious regard to the original text which mentions a militia: “the Supreme Court has already ruled that gun...
29 Nov 2017
Featured in Boston Voyager Magazine
Meet Alex Liu of Lucas Orchard in Acton The first amendment best understood as you have right from others controlling your speech.
10 Nov 2017
Accounting and Private Equity
The essence of accounting in the context of private equity is to tell you whether the company you are dealing with is trying to rip you off or do legitimate business. There is a certain human fallibility and tendency to believe other people and hope for the best and cling onto these hopes even with the result of acting highly irrationally. In general, companies that are going concerns that have...
08 Nov 2017
Value Investing: What Is It?
Value investing is epitomized in a quote I think by Warren Buffett who says when someone with money and experience meet, the one with money leaves with experience and the one with experience leaves with the money. That doesn’t sound that nice and it is a typical type of feel you get around very experienced American businessmen of a sort that they are laughing at you while you do business...
04 Oct 2017
Anatomy of a Trade
Anytime you trade you want to ask, why is this asset I am buying underpriced and why is the asset I am exchanging for it overpriced? Or vice versa, why is the asset I am selling overpriced, and why is the asset I am getting for it underpriced? The usual answer to a value investor in stocks is the asset is underpriced because it is an ugly stock that is...