Category Archives: Philosophy

Turing GAN

I was thinking about how GAN’s have been used to create real life looking images and thought… we have chatbot’s that sound realistic enough (chatGPT). Couldn’t GAN’s be used to develop a conversation system (chatbot for lack of better word) that was validated by a GAN in much the same way as GAN’s are used to generate realistic images? The engine would just keep correcting itself until it passed the GAN’s thresholds.

#turing

“All models are wrong, but some are useful”

At the end of the day, you are the one who is accountable to yourself and has to do all the hard work by taking all the information that has been presented and make use of it to make your own way in the world (vaguely paraphrasing Will Smith).

That’s what I’ve been doing lacking a regimented course dealing with investing in stocks (which I do have access to with Ivy Line Capital), but the importance of the journey is figuring what doesn’t work, why, and how to improve upon it.

I got the idea from Omnism, but it just makes sense. Do a survey of as much existing material as you can reasonably get your hands on, then start synthesizing. Plato would tell his Academy that there is a point where your life as a professional student must end, and you must go out into the world with what you have learned. I always view Alexander the Great as a byproduct of that basic idea as Alexander was Aristotle’s student who was Plato’s.

On a side note. In Greek tradition, Hubris was taught as a great danger to be avoided. I’ve taken this to heart and try to maintain a humble mindset when it comes to not finalizing on any of my models (Platonic Academy, Skepticism, but also a little of Pyrronhism, but also Box when he said, “all models are wrong, but some are useful”).

“The aim of argument, or a discussion, should not be victory, but progress.” -Joseph Jouburt

Archtypal Projection

This is how Jungian archetypal projection works.
I have a friend of mine, Walt Alcazar, who years ago when we were both working for Dell/RMS at Boeing running printer and toner mentioned he knew a guy who knew computers that worked there before us that now was doing a lot of computational research using a homelab (paraphrasing with syncretic terminology, as at the time the concept of a homelab was somewhat developing).
In other words. Something he had said resonated with me and had a drawing power over me (drawing me to it). Aristotle would say Telos, Plato Idea, Jung Archetype (and the wise wizard motif).
I simply point out that my brain fantasized about a projected ideal (similar to what an anima is, i.e. I internalized a cognitive model of this expressed intrinsically valuable archetypal ideal (Plato’s good?)) of the intrinsic value of information being derived from a homelab,
Fast forward 10 years, those statements had an unconscious affect on me (the role of archetypal projection) in shaping what I was going to advance towards and I find myself replicating that super blown up idealized version I had made in my head from this statement. Today I have a homelab that crunches stock data on a daily basis.
This is essentially a discussion about the role of epic myths, and why Plato had a discussion about what types of myth should student’s be given access to, and he believed the power of myths (archetypal projection) should be focused around virtues (the good?)


Also why DragonLance is so cool (here’s looking at the four elements and the presocratic connection!)

Donatello

CAPM Portfolio’s

I know how to build a Markowitz Weighted Portfolio, and how to ‘hack it’, just up the quantities associated with higher beta’s which represents the Risk Premium (i.e. how much over the Risk Free Rate is expected as return, aka known as risk premium of the market, based on the DGS3MO).

But I let it resolve to optimal sharpe ratio and simply display the beta’s as derived from MDYG (SP1500).

So based on CAPM Expected Return (Average Risk Premium for past 5 years is .0142 (1.42%), the CAPM return is 4.33% + 1.42% * Portfolio Beta of 1.00116592, which comes out to be 5.75% for next quarter.

A different forecast, one based on Markowitz simulations has 9% for next quarter.

Another forecast based on an expected return factor model forecasted results using a model that has 13% MAPE, the weighted forecasted return is 13% for next quarter (i.e. 13% +/- (13%^2) (i.e. 13% +/- 0.0169%)

What’s frustrating is knowing I hit the ball out of the park when it comes to CAPM portfolio’s and Markowitz, but to know that those in academia that actively trade are not fans of the material they are hamstrung to teach. So I get various strong opinions about what works. Very cult of personality about methodologies, but not me. I’m open to trying as much as I can just for the opportunity to learn.

The Inefficient Stock Market is a gold mine in terms of what factors to look for. I’ve been doing my own research (FRED data, commodities, foreign exchanges, indexes, sectors, SP1500 prices, fundamentals, financial statements, Critiques of Piotroski, French Fama 3 and 5 Factor Models, Arbitrate Pricing Theory). The book suggests improved/revised factor models using a mix of financials and fundamentals offering 30 to look out for.

If it works and proves to match the projected expected returns within the risks shown. Then this could be used to borrow money on margin call knowing your returns are modeled/controlled for and you can make money on the spread, but it’s risky. Borrowed money is usually at the Risk Free Rate, so you aim for a risk premium return by controlling for risk.

The philosophy behind the filters is, “this vs that. Bifurcation.” Split everything somewhat subjectively to a simple filter no matter how complex the calculation is on the back end, aka a 1 or 0 is coded for every value with default being 0 (such as na’s), and add these filters together across ETF’s and sift the top results. Which allows me to focus on revising and expanding individual logic in factors encapsulated in sql and/or python files. For example modifying thresholds which affect proportion of occurrence for a given factor(field). If query logic is based on median’s, it’s easy to get 50% of the values every time for each factor.

Sacred Geometry

“The Mind of the Father made a jarring noise, understanding by unwearied counselOmniform ideas: which flying out from one fountainThey sprung forth: for from the Father was the will and the end;(By which they are connected with the FatherAccording to alternate life from several vehicles,)But they were divided, being by intellectual fire distributedInto other Intellectuals: For the king previously placed before the multiform worldAn intellectual, incorruptible pattern, the print of whose formIs promoted through the world, according to which things the world appearedBeautified with all-various Ideas; of which there is one fountain,From this the others rush forth distributed,And separated about the bodies of the world, and are borneThrough its vast recesses like swarmsTurning themselves on all sides in every direction,They are Intellectual conceptions from the paternal fountain,Partaking abundantly the flower of Fire in the point of restless time,But the primary self-perfect fountain of the FatherPoured forth these primogenial ideas.

“CHALDÆAN ORACLES

The Courage to be Disliked

“A friend to all is a friend to none.” – Aristotle
This might sound counter intuitive but this implies so many things.
Not everyone is going to like you or what you have to say (partisan politicians already know this). By letting bygones be bygones you can focus on what matters, yourself, which you must accept before you can be effective. It means to avoid making an unpleasant situation potentially worse. To be authentic and a person of principle who stands by their message (rather than a populist demagogue or sycophant) who doesn’t back pedal just to be accepted. It means to live, let live, let go, move on with your life and to accept the things you cannot change.

Projection and Reflection

May be a Twitter screenshot of 1 person and text that says '01 Dec 21 Terri Kozlowski @tmkozlo... Replying to @realNDWalsch You project your inner state of mind outward and create the perception of the world around you. You can alter how you see life by changing your lens. 3'

What you hold inside (aware or not) colors your perception (projection) of the world becoming the reality you experience.

Example. If you feel persecuted. Ask yourself, where do these thoughts stem from? Within yourself (and on the lookout for them) or are they indeed externally sourced?

There is this practice called neti neti that I read which implied observe–but don’t hold–a thought, letting it pass through you without letting it take root and becoming you.

There’s also a little William James “extreme responsibility” mixed in with this advice. Regardless of the the source, take responsibility for the outcomes in your life. So re evaluating negative thoughts and their sources is part of that. i.e. Critical self evaluation.

Also a bit of Socrates, “the unexamined life is not worth living”.

So if you find yourself ruminating on negative thoughts. Try to understand if you are the primary source of those thoughts (negative feedback loop). If so you might have the causation backwards (i.e. not external events that lead to them, but rather internal mindsets cause your perception to be negatively biased).

Hekate / Metatron

May be an image of flower and text that says 'MAYBE REPHRASE FPHRASE REPHR YES NO MAYBE က NO YES REPHRASE'

I read an intriguing bit about Metatron and how he was fiery and I remembered that association Hekate had with the luminous divine fire as the indefinite dead and nous (I’m sure Christians are going to equate that with hellfire) in the Chaldeaon Oracles by Hans Lewy
When I had a vision of Hekate or Anima mundi on my mother’s passing. She resembled what I described as a flame princess
“His explanation for the human perceptions of divine visions is that they concern lower links in the divine chains and that the gods reveal themselves to the soul’s internal faculty of fantasy, which has its material part in the so-called pneumatic vehicle of the soul.”
“The Oracles further posit a barrier between the intellectual and the material realm, personified as Hecate. In the capacity of barrier, or more properly “membrane”, Hecate separates the two ‘fires,’ i.e., the purely intellectual fire of the Father, and the material fire from which the cosmos is created, and mediates all divine influence upon the lower realm.
From Hecate is derived the World-Soul, which in turn emanates Nature, the governor of the sub-lunar realm.[3] From Nature is derived Fate, which is capable of enslaving the lower part of the human soul. The goal of existence then is to purify the lower soul of all contact with Nature and Fate by living a life of austerity and contemplation. Salvation is achieved by an ascent through the planetary spheres, during which the soul casts off the various aspects of its lower soul, and becomes pure intellect.”
“R Ishmael said: The angel Metatron, Prince of the Divine Prescence, the glory of the highest heaven, said to me: When the Holy One, blessed be he, took me to serve the throne of glory, the wheels of the chariot and all the needs of the Shekinah, at once my flesh turned to flame, my sinews to blazing fire, my bones to juniper coals, my eyelashes to lightning flashes, my eyeballs to fiery torches,the hairs of my head to hot flames, all my limbs to wings of burning fire, and the substance of my body to blazing fire.

It was already observed that the idea of the Prince of the Presence is both mediatorial and liturgical, and therefore is closely linked with the motif of the celestial curtain, Pargod (dwgrp),[8] the entity which separates the divine Presence from the rest of the heavenly world.[9] The function of this Curtain which can be viewed as a celestial counterpart of the veil found in the earthly sanctuary is twofold. First, it protects the angelic hosts from the harmful luminosity of the divine Face. At the same time it shields the Deity by concealing the ultimate mysteries of the Godhead now accessible solely to the prince(s) of the divine Presence whose duty is to serve the Deity behind[10] the Curtain.”
Chaldaeon is usually equated with Persian magi, and was influential via Zoroastrianism.
“This tradition then developed into the ever-burning flame kept alive in honor of and symbolizing the divine in a place of worship. Early Iranian Religion venerated a god of fire, Atar, who was the fire itself but transcended earthly fire as a divine entity created by the king of the gods, Ahura Mazda.”
Anyways thought it was interesting, especially considering I’ve called on both. Metatron by accident (sacred geometry), anima mundi through Hypatia and Gaia in general and then found she’s the matron goddess of neoplatonism so directly on my last day at DirecTV, March 8, 2019. Day of my mother’s birth and Hypatia’s death.
The heroes of the sublunar realm hear you. Hypatia and Voltaire were the ones specifically I called to using Eros and cosmic sympathaea. I imagine they have a direct connection with the angels/daemons and by extension the gods. My mother passing between worlds gave me the opportunity to meet Hekate, gatekeeper of souls who oversees the noetic fire.
So I googled if there was any relation. Fitting, yes, no, maybe, rephrase
“It’s a woman’s perogative to change her mind.”

theurgy #pedagogy

Synopsis of the Soul’s Descent

May be an image of text that says '19~ and the One To move on to the next phase in its evolution, science needs to incorporate the Subject of Cognizance within its domain of inquiry. As Schrödinger explains in an essay entitled "The Oneness of Mind," there are many egos but only one Mind, one Subject of Cognizance. The quest for the One Mind calls for transcendence of the subject/obj mode. Can science participate in this quest? The framework of complementarity, which is based on Bohr's recognition that "Truth lies in the abyss," may be considered a first step.'

Picture from Nature Loves to Hide

This pretty much sums up my view of non duality (duality as separation of subject and object as experienced by individual ego’s/minds)
There are laws of physics (known as strands of intellect from the divine mind) that setup the objects and actors.
These laws of physics are eternal, but we experience reality discursively (through a time element), but reality is actually atemporal.

Make a long story short, the one mind (nous) breaks up reality into time and creates agents (individual egos) to experience these laws through a separation of subject, object, and time for causation (people, places, ideas/events), all variations of differentiation (this vs that). Aka symmetry breaking.

But the reality is, we are all one (henosis) mind (brahman). It’s split up like white light is with a prism to give reality a sense of separation (i.e. we experience reality discursively and individually).

When we die, we return to the one mind, and when we are reborn, it’s just like river lethe. We descend into matter (the tail end of intellect, we arise from matter as ideas turning back from the tail end of the projection of ideas onto a substrate which is matter, required to experience this ‘reality)’, separating our mind (psuke/soul) from the One (via the World Soul) and experience reality as separate ego’s, but the source is the same, the One, we are just projections onto matter from the One (like white light projects through a prism into multiple strands of light).

23.4, 1.618, & 108 Ingredients for life

I’m a big fan of sun earth moon (trinity)

As deities they could be many

But I like helios/hermes, gaia/anima mundi, and hecate and our soul comes from the stars and around the planets and thru the sun and we live under the moon and depart by her back to the stars, but we are ultimately made of up nous (noumenia, ideas), light is necessary to shed light between object and subject and the nexus between those two is ideaBut thats just my take.

“The average distance between the Earth and the Sun is 108 times the sun’s diameter. The average distance from the Earth to the Moon is 238,800 miles, about 108 times the moons diameter. This makes it so the moon appears the same size as the sun during eclipses.”

Phi

Phi and the Solar System

June 18, 2012 by Gary Meisner 54 Comments

The dimensions of the Earth and Moon are in Phi relationship, forming a Triangle based on 1.618.

https://www.instagram.com/p/CgCt93cOWXY/?igshid=YmMyMTA2M2Y=