acemaxx · @acemaxxanalytics
139 followers · 1102 posts · Server econtwitter.net

It is possible that rates are behind us, suggesting should play a bigger role in bond portfolios, chart Jack Manley @JPMorganAM

#peak #duration

Last updated 2 years ago

Sampath Pāṇini ® ✅ · @paninid
579 followers · 4452 posts · Server mastodon.world

ZIRP for a decade led to:
- VCs FA’ing, but never FO’ing
- boom in solutions to non-existent problems (i.e. crypto)
- concentration in commercial real estate, rather than housing

The mismatch of risks, durations, and sensitivity to interest rates takes down SVB, Republic, and Signature.

Next domino to fall as a result of 10+ years of artificially boosted economy…?

#zirp #interestrates #vc #fafo #crypto #commercialrealestate #housing #affordablehousing #riskcontagion #duration #economy

Last updated 2 years ago

acemaxx · @acemaxxanalytics
132 followers · 1000 posts · Server econtwitter.net

So, the big question for investors and depositors is this: how much did each bank take in its investment during the surge, and how much was invested at the lows in UST and Agency yields?

#duration #risk #portfolio #deposit

Last updated 2 years ago

Moses ⨳ Gold · @futilematic
79 followers · 419 posts · Server mastodon.sdf.org
acemaxx · @acemaxxanalytics
125 followers · 839 posts · Server econtwitter.net

Over the last 2-decades, and have traded with a consistently neg correlation. For long-term investors there should be a bias to overweight particularly if equity-bond correlations turn neg again, chart Jordan Jackson @JPMorganAM

#equities #bonds #duration

Last updated 2 years ago

· @linkdrop
53 followers · 1909 posts · Server botsin.space
Frank Wappler · @MisterRelativity
16 followers · 74 posts · Server mathstodon.xyz
Terry Griffin · @spaceplowboy
27 followers · 22 posts · Server mastodon.cloud

Our paper addresses the questions regarding how long does it take to adopt technologies.

Duration analyses of technology adoption: what's influencing farmers' time-to-adoption decisions?


emerald.com/insight/content/do

#precisionag #agriculture #farmers #agtech #duration #digitalag

Last updated 2 years ago

Frank Wappler · @MisterRelativity
16 followers · 74 posts · Server mathstodon.xyz

@abetterjulie

Rotation does matter:
The ride (a.k.a. of a segment; or "proper time") of a child circling in a carousel 𝒊𝒔 𝒔𝒉𝒐𝒓𝒕𝒆𝒓 𝒕𝒉𝒂𝒏 the corresponding wait of a parent "standing by".

In contrast, and whether/which "ran faster/slower" than another is only secondary; calculated from comparisons of durations, and from Δ of readings.

On the Nature article:
"clocks that tick at the Moon's natural pace" is a disaster, IMHO.

#clock #clockrate #worldline #pathlength #duration #relativity

Last updated 2 years ago

Nadin Mai · @nadinmai
444 followers · 349 posts · Server zirk.us

Still the best beginning of any film - Janos explaining the universe to some drunkards in a bar in Béla Tarr's "Werckmeister Harmonies" 🙂

#film #cinema #slowcinema #cinemastodon #filmastodon #BelaTarr #hungary #time #duration #slowfilm

Last updated 2 years ago

StuartDMT · @StuartDMT
12 followers · 17 posts · Server mastodon.social

Here's a clip from a band I was in during the 1980s in Columbia Missouri with Cathy Wickel and Robert Brass. We were a little out there I think!
youtu.be/wJzXmT-dvsE

#music #retro #livemusic #duration #newwave #newmusic #guitar #keyboard #drums #como #columbiamissouri

Last updated 2 years ago

Frank Wappler · @MisterRelativity
14 followers · 49 posts · Server mathstodon.xyz

@TechBean
> <em> [...] which 1 is travelling faster in time? </em>

We may ask instead:
Assuming A runs around the equator at const. speed wrt. each passing track constit.,
A + B meet/pass each other periodically -- so: Whose is longer, from 1 meeting to the next ?

Answer (typical train A):
A's duration from having met/passed B until meeting/passing B again is (a little) longer than B's durat. from having met A until meeting A again

(2/2) -- but deserving add. comment.

#spacetime #duration

Last updated 2 years ago

Nadin Mai · @nadinmai
434 followers · 333 posts · Server zirk.us

Tilda Swinton in Béla Tarr's film-noir "The Man from London" (2007), the first slow film I ever saw. @film

#film #cinema #cinemastodon #slowcinema #time #duration #BelaTarr #hungary #tildaswinton

Last updated 2 years ago

Frank Wappler · @MisterRelativity
11 followers · 45 posts · Server mathstodon.xyz

@m
> <em> article about time noemamag.com/the-tyranny-of-ti </em>

There appears the word "" even twice!
A mark of quality in an article about time, if "duration" there refers to a "measure of time" -- as [where it's (still) expected](bipm.org/en/si-base-units/seco)

> <em> [Joe Zadeh wrote]
"But rarely do[ themselves] come into question — the very thing[s] we use to measure time, the drumbeat[s] against which we define “weird” distortions [...]" </em>

Rarely -- but: physics.stackexchange.com/ques

#clocks #duration

Last updated 2 years ago

Frank Wappler · @MisterRelativity
11 followers · 45 posts · Server mathstodon.xyz

@gregeganSF
> <em> If I make the journey [@RefurioAnachro] described w. proper acc. [magnitude] a [in alternating directions ...] total journey [] 4τ, then my inertial twin will [...] than me by a factor: sinh(aτ)/(aτ) </em>

Correct calculation. But:

> <em> age faster </em>

That's imprecise + improper.
I strongly prefer + suggest:

... then the inertial twin was _separated (from "me")
longer than
("I was separated from him")_ by that factor.

(Treat proper "aging rates", too.)

#duration

Last updated 2 years ago

Giuseppe Michieli · @GMIK69
54 followers · 970 posts · Server mstdn.science
Nadin Mai · @nadinmai
429 followers · 317 posts · Server zirk.us

Michelangelo Frammartino's beautiful "Le Quattro Volte" (2010) is a patient, observing portrait of the circle of life and death. It is a meditation, and an invitation to us to meditate with the director on the meaning of life and that which comes after. Does death not always also mean a new life?

#film #cinema #cinemastodon #filmastodon #slowcinema #italy #life #death #meditation #arthousefilm #time #duration

Last updated 2 years ago

Nadin Mai · @nadinmai
420 followers · 304 posts · Server zirk.us

The films of Taiwanese director Tsai Ming-liang can vary quite a bit. There is the absurd "The Wayward Cloud", the quiet "Vive L'Amour", "Visage" set in the Louvre. But regardless, there is one constant element: Lee Kang-sheng. Watching Tsai's films chronologically is a slow observation of the gradual and unstoppable progression of time in ourselves.

#film #cinema #slowcinema #time #duration #observation #cinemastodon #filmastodon #tsaimingliang

Last updated 2 years ago

Nadin Mai · @nadinmai
406 followers · 284 posts · Server zirk.us

Béla Tarr's last film, The Turin Horse (2011), is perhaps as bleak as it can get on screen. His entire oeuvre feels like an onion of which he peeled off one layer after the other with each new film. With The Turin Horse he achieved an astonishingly expressive film about the human condition that goes under the skin.

#film #cinema #slowcinema #time #duration #hungary #BelaTarr #cinemastodon #filmastodon

Last updated 2 years ago

Frank Wappler · @MisterRelativity
8 followers · 18 posts · Server mathstodon.xyz

@heafnerj
Joe Heafner wrote:
> <em> I’m (re)reading Ch. 2 of Laurent’s Intro. to [...] </em>

But have you read Ch. 1 ?

Should students swallow this defeatism:
<blockquote> For us it suffices in principle as a definition of [ as measure of] time to point at Big Ben and say: ‘That's a clock; it measures time’. </blockquote>
?? ...

No!: it can + should be taught what motivates e.g. the

Moreover: Why + How to improve on that!

#teachrelativity #relativity #marzkewheelerclock #duration #spacetime

Last updated 2 years ago