Sonntag in Pontoise. Nach dem Wandern, im RER, total muede, im Gespraech mit M, hatte ich folgende Einblicke:

• frankophone lateiner, F und besonders MP, die wie kleine Richelieus intrigieren, nach dem Motto, jeder fuer sich und Gott fuer uns alle, SIND einfach so. Sie denken sich nichts boeses dabei, sie denken sich gar nichts dabei, sie folgen einfach den kulturellen normen, epitomized vom Kardinal
• OB dynamics analysieren wie ein Wochenmarkt-Haendler. Wann sind systematische Kaeufer/Verkaeufer Ungleichgewichte. Diesen dann viel Volumen anbieten. in trends trenden, und in ranges mmaken. klassifizierung mit running und fixed-time fenstern, ueber mehrere oktaven
  

Christian Beck shows how the standard model parameters can be calculated to high precision from an astonishingly simple, parameter-free theory of chaotic strings.

Abstract. We introduce so-called chaotic strings (coupled 1-dimensional noise strings underlying the Parisi-Wu approach of stochastic quantization on a small scale) as a possible amendment of ordinary string theories. These strings are strongly self-interacting and exhibit strongest possible chaotic behavior. Constraints on the vacuum energy of the strings fix a certain discrete set of allowed string couplings. We provide extensive numerical evidence that these string couplings numerically coincide with running standard model coupling constants, evaluated at energy scales given by the masses of the known quarks, leptons and gauge bosons. Chaotic strings can thus be used to provide a theoretical argument why certain standard model parameters are realized in nature, others are not, assuming that the a priori free standard model parameters evolve to the minima of the effective potentials. The chaotic string spectrum correctly reproduces the numerical values of the electroweak and strong coupling constants with a precision of 4-5 digits, as well as the (free) masses of the known quarks and leptons with a precision of 3-4 digits. Neutrino mass predictions consistent with present experiments are obtained. The W boson mass also comes out correctly, and a Higgs mass prediction is obtained.

Dodin and Fisch show how a classical charged particle assumes quantum mechanical properties when driven by a rapidly oscillating external field.

Abstract. The average dynamics of a classical particle under the action of a high-frequency radiation resembles quantum particle motion in a conservative field with an effective de Broglie wavelength λ equal to the particle average displacement on the oscillation period. In a quasiclassical field, with a spatial scale large compared to λ, the guiding-center motion is adiabatic. Otherwise, a particle exhibits quantized eigenstates in ponderomotive potential wells, tunnels through “classically forbidden” regions, and experiences stochastic reflection from attractive potentials.

Hall and Reginatto show that Quantum Mechanics can be derived from Classical Mechanics (Hamilton-Jacobi formalism)
by adding the Heisenberg uncertainty relation, in form of an equality, as postulate.

Abstract. An exact uncertainty principle, formulated as the assumption that a classical ensemble is subject to random momentum fluctuations of a strength which is determined by and scales inversely with uncertainty in position, leads from the classical equations of motion to the Schrödinger equation.

John W Henry makes 91% in 2008

• time scale: 30 - 45 days

EJ on how consumer sentiment measures the DOW

cassandra on the troyan rabbit

• porsche's cornering of VW turns from troyan horse into troyan rabbit
  

macro man on 30Y Treasury Swaps:

• USSW30 makes a substantial move.
• might increase US consumer borrowing costs
• which are highly correlated to equities ... Hmmmmmmm
  

transtrend bought by robeco

• robeco acquired transtrend in 2008
• issues bond with 70% zero coupon + 30% cta
  

Vitol energy trading

• uses dodgy practices, trading oil with embargoed serbia via warlord bribe
  
• dominates nymex, avoids position limits, cftc oversight by trading ice, dubai
  

Henry Markram on autism as intense world syndrome:

[...] We discuss how excessive neuronal processing may render the world painfully intense when the neocortex is affected and even aversive when the amygdala is affected, leading to social and environmental withdrawal. Excessive neuronal learning is also hypothesized to rapidly lock down the individual into a small repertoire of secure behavioral routines that are obsessively repeated [...]

ambrose reports on china and john paulson loading up on gold.

• seasonally gold declines at the end of may, and languishes through the summer
• The Big One to continue: Europe and China haven't yet exposed losses.
• ambrose predicts deflation, citing A Edwards and a country list of neg. inflation numbers