Blessed by the Potato

I was explaining my playlist at work today:

“This is a song about a mad scientist who is lonely, and builds himself a girlfriend.”

“This is a song about a giant squid who is lonely.”

“This one’s a love ballad from Charon to Pluto, trying to reassure and cheer up Pluto after we revoked its planet status.”

“This is a song about bedtime and how you long for the comfort of your trusty old teddy bear.”

“A whole song about Ikea! You guys all like Ikea.. for college kids and divorced men…”

“You know, sometimes, the world just wins, you know? It just fucking wins. Every. Goddamned. Time.”

“Uhh… Tater, are you trying to tell us something?”

No, I just like JoCo, ok?

Oh, fun human tricks!

So there’s this yoga pose that involves touching your nose to the ground without supporting yourself with your hands, and then sitting back up on your knees. It sounded impossible to me, but the girls say it’s super easy, and doesn’t require much back strength at all. So they do it: they kneel on the ground, with their bums right on their heels, then, with their hands behind their backs, lean forward and touch the ground gently with their nose, and then come back up. I’m amazed: it looks like magic, like that shouldn’t be possible. So they convince me to try it, and I realize why I think it should be impossible: because for a man, it is. My centre of gravity is high enough that when I start to lean over, it goes in front of my knees, and thud, I faceplant into the ground. Hard. A fun prank you can play on any male friend who doesn’t know better! (Or one who does, but is easily convinced to try stupid things that look like they should be impossible for him).

I’ve been super busy lately, and I’ve shifted my leisure habits from blogging, writing, and finance lately to playing StarCraft and fiddling with Flash animations (which had even fewer views than I had suspected, and zero comments… I guess I only find myself funny because I’m sleep deprived?).

Anyhow, this picture should give you an idea of how the diet has been going this week:

Ok, actually it wasn’t all that bad. I did get back on the bike, and aside from the last day of cookies (and tomorrow’s chocolate party), I have been pretty good with the diet. I caught up on my sleep over the weekend, which also helped a lot with feeling better and getting a workout in. However, according to my “aggressive yet totally doable thesis timeline” I was supposed to defend my thesis last week. As you have not seen a post to that effect (or even that I’ve finished the first draft of my thesis), you know that I didn’t defend my thesis last week. That made me sad, and cookies are good friends when you’re in your little box of sadness.

Despite the recent spate of results coming out of so many companies, I haven’t had time to go over any of them in any kind of detail, and haven’t listened to a single conference call this quarter. So I’m not really in much of a position to come up with any good investing posts, but that won’t stop me from spewing out a few half-baked thoughts in this quasi-weekly roundup:

BP: They capped the well, the stock recovered very nicely from the bottom… and then the stock went down and down and down again. I have no idea why. I’m ambivalent on it at this price: it’s not cheap enough to be interesting for me to buy more, but especially with the well capped so the liability is no longer infinite, I wouldn’t want to bail at this point…

DR.UN: Medical Facilities is a neat little income trust that I flagged a few months ago as one to watch for the next quarter or two to see how things go. They got really cheap there for a while, yielding up around 15% (which would likely become a ~11% dividend after conversion). I skimmed their quarterly release and things looked ok — not great, but ok — but I didn’t have time to really read it in detail. They’ve since gone up about 10%, and I’m no longer sure how much of the value is there…

The Banks: the Canadian housing market looks like it’s finally following the rest of the world back down to reality. Now, the Canadian banks have very little risk of complete loss associated with that event, but I doubt very much that even the CMHC makes the risk zero. AFAIK, they will at the very least face a reduction in their mortgage portfolios as the number of Canadian homeowners follows the American trajectory from ~69% back to the historical ~64%, and the sizes of those associated loans shrink. Once the downturn gets into full swing, they’ll probably have a few bad quarters/years until things shake out. So even though they already are starting to look cheap again, I’ve been sitting on my hands on the assumption that they’ll get cheaper in the next few years. Unfortunately, I suppose that could be described as fruitless market timing, and that this idea is already baked into the prices… that said I do still have some exposure to Canadian banks (I still hold TD), though I think I’m slightly underweight compared to the index.

Conversely, the American banks may have hit bottom already. BAC is making the top picks of several analysts, but I haven’t had time to do any research to see if it might be fore me… likewise Manulife has been getting cheaper by the day, yet again, I can’t say yet if it’s cheap enough. With these though, I’m not sure I’d ever be able to — these entities are just so big, with so many moving parts and black boxes, I don’t think I could ever fully get my head around them with the skills and tools I have at my disposal right now.

Links:

An interesting article on how scarce helium is on our planet, and how a bone-headed move by the US government is causing a large part of our reserves to be sold off at rock-bottom prices, making helium too cheap to bother recycling… for now. To be fair, we can manufacture helium from nuclear processes, but not in large quantities, and certainly not cheaply.

Also, Netbug has relaunched his blog, with a slightly new address.

Calories can be scary things sometimes. Many people let them rule their lives, obsessively counting and studying the calories in their food. But, there are many little known facts about calories that you can use to master them.

This series of helpful videos will give any would-be dieter the information they need to come up with a reason to eat the foods they love, and would be denied by other diets. Enjoy!

Meta:

I could not for the life of me make the programming to have a play/pause button within the flash animation work, so I gave up and exported the movies, then uploaded them to YouTube, which I then embedded here. Far messier than it needed to be, but it works. I wanted to dive in and get some animation going while I was in the mood, and didn’t want to spend my 15-day trial with Flash just learning how to program properly, psssh. Some of this may be clunky as a result, as I was just trying to kludge my way through making Flash do what I wanted it to do. I figured I used Hypercard, how different could Flash be? The answer: very. What I found really frustrating was that I would do the same thing at different times, and I would get different results. One particularly frustrating thing was when I tried to make a part rotate. I’d set the pivot point, do the rotate graphic, and it’d work fine. Then, I’d do it again, and instead of rotating as I expected, it would try to do a 3D-esque out-of-plane warp/rotate animation, which was just ridiculous.

Photo credits: The food pictures were both taken from Wikimedia commons:
http://commons.wikimedia.org/wiki/File:Waffles_with_Strawberries.jpg
http://commons.wikimedia.org/wiki/File:Choco_chip_cookie.png

Wow, what a terrible, terrible week for exercise and diet. Started off with a StarCraft 2 “LAN” party, which involved 2 days of nothing but junk food. Then I was busy with work and it was hot and humid out, and I got my sleep schedule all screwed up, so I did basically no exercise. Weight’s up 2 pounds (and the scale’s calibrated right this time), so I’m going to have to be extra good this coming week. Meal plan: egg whites, oatmeal, fruit, repeat.

Of course, this was also the week that I started putting together “Little Known Facts About Calories” — a semi-secret project which I am teasing you about now, and hope to unveil soon… but not today!

Links:

Gamers can beat algorithms for finding optimum protein structures in a game simulating how protein chains would contort themselves to find their minimum energy configuration in the cell (with the water-like cytoplasm, and the fatty membrane layers). Turns out the algorithms are good at getting fairly close, but can be trapped in local energy minimums, which the gamers see past. A neat read.

OK Cupid has an article up investigating what can help make your profile picture look more appealing. Also, a neat graph showing that sluts are more likely choose iPhones as their smartphone of choice.

Yet more nonsense on the census. I don’t see the problem: StatsCan is a government agency with an excellent record of protecting privacy. The long-form census is incredibly useful and should continue to remain mandatory… I can’t believe the Cons are still trying to make an issue of this.

An illustrated guide to a Ph.D.. And, from the same author, 3 qualities of successful PhD students. To quote liberally from the second article:

“Smart” qualities like brilliance and quick-thinking are irrelevant in Ph.D. school. Students that have made it through so far on brilliance and quick-thinking alone wash out of Ph.D. programs with nagging predictability. Let there be no doubt: brilliance and quick-thinking are valuable in other pursuits. […] Certainly, being smart helps. But, it won’t get the job done.
[…]
To survive this period, you have to be willing to fail from the moment you wake to the moment your head hits the pillow. You must be willing to fail for days on end, for months on end and maybe even for years on end.
[…]
For students that excelled as undergraduates, the sudden and constant barrage of rejection and failure is jarring. If you have an ego problem, Ph.D. school will fix it. With a vengeance. (Some egos seem to recover afterward.)
[…]
Science is as much an act of persuasion as it is an act of discovery. […] You will have to write compelling abstracts and introductions that hook the reader and make her feel like investing time in your work. […] You will have to learn how to balance clarity and precision, so that your ideas come across without either ambiguity or stifling formality.
[…]
That’s why I recommend that new students start a blog. Even if no one else reads it, start one. You don’t even have to write about your research. Practicing the act of writing is all that matters.

I started my site in undergrad/high school, but the blogging platform didn’t arrive until grad school, so I suppose I can use this as a backwards rationalization as to why I did it :)

Netbug asks: “I always wondered about theses in the modern environment. The topics must be getting more and more obscure and specific so as not to tread on old ground…”

Well, to a certain extent, yeah. It’s tough to be a scientist (or any kind of academic for that matter) and know that the odds are high that everything you do is just going to be lost to the archives of some library and not do much. For the most part, we’re destined to toil in obscurity.

But even these specialized topics lead to surprising discoveries, that can open up entirely new fields and capture the public imagination.

Watson & Crick were doing obscure x-ray crystallography of some biological molecules when the structure that they saw — a paired double-helix — suggested a way for the molecule to copy itself. And that opened up a whole new field of study. Multiple fields of study.

One of which was to attempt to take dinosaur DNA from fossilized mosquitos and create cloned versions. They weren’t quite true to the original as time had caused a lot of decay, necessitating the incorporation of some newt and frog DNA to fill the holes. That unfortunately gave the dinosaurs the ability to change gender, so even though only females were bred, it wasn’t long before the dinosaurs were reproducing on their own. And now, because of that, another scientist has to do research on raptor-proofing structures, balancing the heat exchange needs of central Costa Rica.

Ah, the glorious cycle of discovery continues!