cameldrv

64 ms·

841.
by cameldrv 4y ago
With what funds are they going to hold them to maturity? Are the depositors going to be willing to finance these bond purchases with zero interest deposits indefinitely when they could be earning more interest at another bank?
842.
by cameldrv 4y ago
If you mark the bonds to market, the bank's equity is wiped out, and logically, that's what you should do. Given that the law allows them not to if they're HTM, you get the same result, just with some delay. Their deposits a
843.
by cameldrv 4y ago
No idea if this was illegal but it definitely changed my opinion of Musk. With many of the other things he did at Twitter, you could say that they were not nice but they had a business purpose. This is not that, it just seems to be cruel
844.
by cameldrv 4y ago
IMO that was another problem with the peak oil theory -- the obsession with EROEI. They would say that Saudi oil was, say, 30 EROEI and shale was 5. If you flip that upside down though 30 EROEI = 97% efficiency, and 5 EROEI is 80% efficie
845.
by cameldrv 4y ago
I'd say peak oil was 99% wrong. The main argument against it was simply that market forces would find a way to deliver more oil if conventional oil started getting expensive. That's exactly what happened. As it turned out, the
846.
by cameldrv 4y ago
Incredible. Now I remember another amazing comment from that thread. One of the guys said he ran into an Afghani that was asking why they were back after a long time, and it turned out he thought they were the Russians!
847.
by cameldrv 4y ago
To transport troops, vehicles, and equipment to Taiwan. Read the linked article.
848.
by cameldrv 4y ago
Not sure about Japan, but I think that there are some less talked about structural factors that contribute to the housing problems we're seeing today. 1. Housing tends to be extremely expensive in large (mostly coastal) metros. 2. Coll
849.
by cameldrv 4y ago
They have an enormous civilian shipping fleet, some of which has been designed to meet military requirements. For example, China has a good number of RoRo car ferries which also incorporate military requirements, and even participate in mi
850.
by cameldrv 4y ago
But America didn't want to destroy Afghanistan. America wanted to permanently install a western-style Democracy that was generally friendly to the U.S. and would keep Al-Qaeda out, without the presence of significant numbers of U.S. t
851.
by cameldrv 4y ago
Amazingly just yesterday the guys on This Week in Virology spent an hour complaining about potential new safety regulations for research on potential pandemic viruses. https://www.youtube.com/watch?v=ZNoFmZxEogQ
852.
by cameldrv 4y ago
Moderate and Low are Words of Analytic Confidence [1]. This has more to do with the quality of the sourcing than a numeric probability number. https://en.wikipedia.org/wiki/Analytic_confidence
853.
by cameldrv 4y ago
Yes. It's odd how in the finance world, there are often non-competes, but they call this "gardening leave." The employer has to pay the employee that's leaving their regular salary for the time that they're encumb
854.
by cameldrv 4y ago
Lucky you! Half the time I say in my car "Hey Siri, navigate to XYZ", it says in its long-winded way, "XYZ is 2.5 miles from your house and gets 3.5 stars on yelp. Is that the one you want?" Then I say "yes.&quot
855.
by cameldrv 4y ago
The math is quite a bit better than those numbers would suggest. An aircraft piston engine is roughly 25% efficient, but an electric motor can be over 90%. A gallon of gas weighs about 2.7 kg, so the gas is about 12.3 kWh/kg. If we a
856.
by cameldrv 4y ago
It won’t be where he grew up in any case, because it won’t have the same mix of people in it. It will only be older people and wealthy professionals.
857.
by cameldrv 4y ago
These are equivalent ways of looking at the same thing. On one hand you could say that money today is worth 5% more than money next year, and then figure the return net of the risk free rate. Alternately, you could say that VC money must
858.
by cameldrv 4y ago
Regarding the non upgradable battery, one thing a lot of people don’t know is that you can charge your MacBook with a USB power bank. The typical phone power bank only puts out 10W, but this is usually enough to maintain the internal charg
859.
by cameldrv 4y ago
VCs invest in companies that typically won’t make big profits for 10 years or so. At zero rates, the market doesn’t care if it gets its money today or in ten years. At 5%, the 10 year money is worth 60 cents. That means all of those hypo
860.
by cameldrv 4y ago
Hardly any of their studies are about COVID. The virus itself as well behavior relative to the virus are very different. I don't see how this meta analysis adds any value to the question of the effectiveness of masks relative to COVI
861.
by cameldrv 4y ago
Not at all. It was just a strategic choice. It’s hard to say what they would have done had it been something like the actual Nazi party though with thousands of brownshirts etc.
862.
by cameldrv 4y ago
It's only self sabotage if you define self narrowly. They chose that case because it so strongly demonstrated the true principle they were defending. From a practical standpoint, the Nazi group they were defending didn't amount t
863.
by cameldrv 4y ago
Hey at least they don't live in San Diego where it's 53 cents off peak and 64 cents on peak. https://www.sdge.com/residential/pricing-plans/about-our-pri...
864.
by cameldrv 4y ago
Look, I'm sure you took a stats course so you know all of this, but it's not the number of patients that matters, it's the number of events in the endpoint. They got 5 on treatment and 10 on control. If they wanted p<.05
865.
by cameldrv 4y ago
There's not enough data to say whether or not the efficacy has dropped off. EPIC-SR is a different patient population, and Pfizer hasn't released data for the primary endpoint in EPIC-SR of symptom relief. For the secondary endp
866.
by cameldrv 4y ago
Yeah it seems like Remdesivir doesn’t get mentioned much anymore. IIRC it had not so great efficacy numbers in earlier studies where it was given later after someone came to the hospital with COVID. Also IIRC it trialed pretty well if giv
867.
by cameldrv 4y ago
This doesn’t say that it’s less effective with new strains.
868.
by cameldrv 4y ago
Supposedly that controller was actually later promoted to managing the tower of a major hub airport.
869.
by cameldrv 4y ago
Yes. The controller should have said "no delay" along with the takeoff clearance, but also given the extremely poor visibility (they couldn't even see 1/4 of the way down the runway), it shouldn't be surprising whe
870.
by cameldrv 4y ago
I think that's generally correct, but I'm not familiar with all of the rules. That said, even if the Southwest plane had been faster on the runway, they weren't going to be able to maintain 6000 feet of separation. If South

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