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<p>I say "buy low and sell high"...</p>
<p><br>
</p>
<div class="moz-cite-prefix">On 1/10/22 4:50 PM, Frank Wimberly
wrote:<br>
</div>
<blockquote type="cite"
cite="mid:CAA5dAfqZQ2GoyJCi0HRRj1gDQoDHcWo50PFUF=Z=0mrTTg9Cmw@mail.gmail.com">
<meta http-equiv="content-type" content="text/html; charset=UTF-8">
<div dir="auto">So it went down over 20% today. Should have
shorted it. A lot of my stocks have gone up 30% more or less in
the last year--like AAPL. I wonder if I should sell them short
or just sell them. Advice?
<div dir="auto"><br>
<div data-smartmail="gmail_signature" dir="auto">---<br>
Frank C. Wimberly<br>
140 Calle Ojo Feliz, <br>
Santa Fe, NM 87505<br>
<br>
505 670-9918<br>
Santa Fe, NM</div>
</div>
</div>
<br>
<div class="gmail_quote">
<div dir="ltr" class="gmail_attr">On Mon, Jan 10, 2022, 4:42 PM
Marcus Daniels <<a href="mailto:marcus@snoutfarm.com"
moz-do-not-send="true" class="moz-txt-link-freetext">marcus@snoutfarm.com</a>>
wrote:<br>
</div>
<blockquote class="gmail_quote" style="margin:0 0 0
.8ex;border-left:1px #ccc solid;padding-left:1ex">
<div dir="ltr">
<div
style="font-family:Calibri,Arial,Helvetica,sans-serif;font-size:12pt;color:rgb(0,0,0)">Here's
a stock that could be shorted, but golly it is doing well
right now.</div>
<div
style="font-family:Calibri,Arial,Helvetica,sans-serif;font-size:12pt;color:rgb(0,0,0)"><br>
</div>
<div
style="font-family:Calibri,Arial,Helvetica,sans-serif;font-size:12pt;color:rgb(0,0,0)"><a
href="https://www.reit.com/investing/reit-directory/rexford-industrial-realty-inc"
id="m_-3345710188310006534LPNoLPOWALinkPreview"
target="_blank" rel="noreferrer" moz-do-not-send="true"
class="moz-txt-link-freetext">https://www.reit.com/investing/reit-directory/rexford-industrial-realty-inc</a><br>
</div>
<div
style="font-family:Calibri,Arial,Helvetica,sans-serif;font-size:12pt;color:rgb(0,0,0)"><br>
</div>
<div
style="font-family:Calibri,Arial,Helvetica,sans-serif;font-size:12pt;color:rgb(0,0,0)">So,
one imagines that an 1862-scale flood comes to LA due to
some enormous atmospheric river, and then it finally
pays. </div>
<div
style="font-family:Calibri,Arial,Helvetica,sans-serif;font-size:12pt;color:rgb(0,0,0)">Ideally
there'd be some inverse real estate ETF that was regional,
e,g. Abu Dhabi, where one expects it to get bad.</div>
<div
style="font-family:Calibri,Arial,Helvetica,sans-serif;font-size:12pt;color:rgb(0,0,0)"><br>
</div>
<div
style="font-family:Calibri,Arial,Helvetica,sans-serif;font-size:12pt;color:rgb(0,0,0)">Marcus</div>
<hr style="display:inline-block;width:98%">
<div id="m_-3345710188310006534divRplyFwdMsg" dir="ltr"><font
style="font-size:11pt" face="Calibri, sans-serif"
color="#000000"><b>From:</b> Friam <<a
href="mailto:friam-bounces@redfish.com"
target="_blank" rel="noreferrer"
moz-do-not-send="true" class="moz-txt-link-freetext">friam-bounces@redfish.com</a>>
on behalf of David Eric Smith <<a
href="mailto:desmith@santafe.edu" target="_blank"
rel="noreferrer" moz-do-not-send="true"
class="moz-txt-link-freetext">desmith@santafe.edu</a>><br>
<b>Sent:</b> Monday, January 3, 2022 4:14 AM<br>
<b>To:</b> The Friday Morning Applied Complexity Coffee
Group <<a href="mailto:friam@redfish.com"
target="_blank" rel="noreferrer"
moz-do-not-send="true" class="moz-txt-link-freetext">friam@redfish.com</a>><br>
<b>Subject:</b> Re: [FRIAM] Roger Mcnamee !!??</font>
<div> </div>
</div>
<div
style="word-wrap:break-word;line-break:after-white-space">This
is an interesting direction.
<div><br>
</div>
<div>How small a minority does one have to be in, for it
to count as an arbitrage opportunity? In the El Farol
and Minority Game abstractions, any minority is enough.</div>
<div><br>
</div>
<div>If we think about the dichotomy in public health, or
in reason vs. hormonal aggression, the split in the US
(at least by political commitments) is not so far from
50/50. But as far as “profiting from the committed
wrong”, that market seems to be cornered already by a
very tiny percent, who have priced in much of the
available surplus. The difference between the dupes and
the honest but powerless seems unimportant compared to
the difference between both of those and the insiders
with power, access, and control. Somehow these richly
structured extensive-form games with coalitional
solution concepts seem very far from the market model in
which we often think about arbitrage.</div>
<div><br>
</div>
<div>I am also reminded of the aphorism in that other
realm “The market can stay irrational longer than you
can stay solvent.” Or in the case of climate,
agricultural, and social instability, alive.</div>
<div><br>
</div>
<div>I wonder what makes an adequate toolbox of concepts
and analogies with which to think about this (at least
somewhat) systematically.</div>
<div><br>
</div>
<div>Eric</div>
<div><br>
<div><br>
<blockquote type="cite">
<div>On Jan 2, 2022, at 2:58 PM, Marcus Daniels <<a
href="mailto:marcus@snoutfarm.com"
target="_blank" rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">marcus@snoutfarm.com</a>>
wrote:</div>
<br>
<div>
<div
style="font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:12pt"><span
style="color:rgb(32,31,30);font-family:Calibri,sans-serif;font-size:14.6667px;background-color:rgb(255,255,255);display:inline!important">Nick
writes:</span></div>
<div
style="font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:12pt"><span
style="color:rgb(32,31,30);font-family:Calibri,sans-serif;font-size:14.6667px;background-color:rgb(255,255,255);display:inline!important"><br>
</span></div>
<div
style="font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:12pt"><span
style="color:rgb(32,31,30);font-family:Calibri,sans-serif;font-size:14.6667px;background-color:rgb(255,255,255);display:inline!important"><
So, what does a healthy 2040 community look
like. What are we working TOWARD, here.
Once of the things that the Mcnamee podcast
highlighted for me was my feeling that, in a
chaotic world, people like me,<span> </span></span><i
style="color:rgb(32,31,30);font-family:Calibri,sans-serif;font-size:14.6667px;background-color:rgb(255,255,255)">planners,<span> </span></i><span
style="color:rgb(32,31,30);font-family:Calibri,sans-serif;font-size:14.6667px;background-color:rgb(255,255,255);display:inline!important">are
just out of tune with the world. ></span></div>
<div
style="font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:12pt"><span
style="color:rgb(32,31,30);font-family:Calibri,sans-serif;font-size:14.6667px;background-color:rgb(255,255,255);display:inline!important"><br>
</span></div>
<div
style="font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:12pt"><span
style="color:rgb(32,31,30);font-family:Calibri,sans-serif;font-size:14.6667px;background-color:rgb(255,255,255);display:inline!important">I
don't think it really matters how people
interact in social media or what they think.
What will matter is how people adapt to
climate change and the exhaustion of food and
energy, and the migrations resulting from
climate change. That's where the
opportunities will be. If there are millions
of people that deny it is happening like they
deny pandemics, then things simply must be
arranged so that the natural accounting
occurs. The planners will look past the
chaos and make their investments.. and wait.</span><br>
</div>
<div
style="font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:12pt"><span
style="color:rgb(32,31,30);font-family:Calibri,sans-serif;font-size:14.6667px;background-color:rgb(255,255,255);display:inline!important"><br>
</span></div>
<div
style="font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:12pt"><span
style="color:rgb(32,31,30);font-family:Calibri,sans-serif;font-size:14.6667px;background-color:rgb(255,255,255);display:inline!important">Marcus</span></div>
<div id="m_-3345710188310006534x_appendonsend"
style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none"></div>
<hr
style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;display:inline-block;width:813.390625px"><span
style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;float:none;display:inline!important"></span>
<div id="m_-3345710188310006534x_divRplyFwdMsg"
dir="ltr"
style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none"><font
style="font-size:11pt" face="Calibri,
sans-serif"><b>From:</b><span> </span>Friam
<<a href="mailto:friam-bounces@redfish.com"
style="color:rgb(5,99,193);text-decoration:underline" target="_blank"
rel="noreferrer" moz-do-not-send="true"
class="moz-txt-link-freetext">friam-bounces@redfish.com</a>>
on behalf of<span> </span><a
href="mailto:thompnickson2@gmail.com"
style="color:rgb(5,99,193);text-decoration:underline"
target="_blank" rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">thompnickson2@gmail.com</a><span> </span><<a
href="mailto:thompnickson2@gmail.com"
style="color:rgb(5,99,193);text-decoration:underline"
target="_blank" rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">thompnickson2@gmail.com</a>><br>
<b>Sent:</b><span> </span>Sunday, January 2,
2022 1:32 PM<br>
<b>To:</b><span> </span>'The Friday Morning
Applied Complexity Coffee Group' <<a
href="mailto:friam@redfish.com"
style="color:rgb(5,99,193);text-decoration:underline"
target="_blank" rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">friam@redfish.com</a>><br>
<b>Subject:</b><span> </span>Re: [FRIAM] Roger
Mcnamee !!??</font>
<div> </div>
</div>
<div
style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;word-wrap:break-word"
lang="EN-US">
<div>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
So, what does a healthy 2040 community look
like. What are we working TOWARD, here.
Once of the things that the Mcnamee podcast
highlighted for me was my feeling that, in a
chaotic world, people like me,<span> </span><i>planners,<span> </span></i>are
just out of tune with the world. <span> </span></div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
By the way, I think “surfing the web” , as
it has been used, is a terrible metaphor.
What most of us do is like water skiing the
web. Bouncing over the wake, never actually
getting into the water. Gives surfing a
bad name. A surfer finds the few survivable
paths through an immense concentration of
hostile forces. Surfing is more like
martial arts. In fact we must begin to surf
the web. To realize the manners in which
its hostile forces constrain us and find the
few paths that allow us to master those
forces and come out of the curl safely. We
thought it was a playground; now we see it’s
a minefield. </div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
n</div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
Nick Thompson</div>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
<a href="mailto:ThompNickSon2@gmail.com"
style="color:rgb(5,99,193);text-decoration:underline"
target="_blank" rel="noreferrer"
moz-do-not-send="true"><span
style="color:rgb(5,99,193)">ThompNickSon2@gmail.com</span></a></div>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
<a
href="https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fwordpress.clarku.edu%2fnthompson%2f&c=E,1,-Fd2M0MU4wX5y1N6mhhnNrFlsG64cdcJ8jOErlxB0hvFzR4dcEnKSSt2EqX5s2fb-wPOBqSH4X2Ap1mYP24zv3_muYGYijRLpnFKTxxN3dQyGtSp1B6x&typo=1"
style="color:rgb(5,99,193);text-decoration:underline" target="_blank"
rel="noreferrer" moz-do-not-send="true"><span
style="color:rgb(5,99,193)">https://wordpress.clarku.edu/nthompson/</span></a></div>
</div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div>
<div style="border-style:solid none
none;border-top-width:1pt;border-top-color:rgb(225,225,225);padding:3pt
0in 0in">
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
<b>From:</b><span> </span>Friam <<a
href="mailto:friam-bounces@redfish.com"
style="color:rgb(5,99,193);text-decoration:underline" target="_blank"
rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">friam-bounces@redfish.com</a>><span> </span><b>On
Behalf Of<span> </span></b>Marcus
Daniels<br>
<b>Sent:</b><span> </span>Sunday,
January 2, 2022 2:18 PM<br>
<b>To:</b><span> </span>The Friday
Morning Applied Complexity Coffee Group
<<a href="mailto:friam@redfish.com"
style="color:rgb(5,99,193);text-decoration:underline"
target="_blank" rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">friam@redfish.com</a>><br>
<b>Subject:</b><span> </span>Re: [FRIAM]
Roger Mcnamee !!??</div>
</div>
</div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
<span style="font-size:12pt">Nick writes:</span></div>
</div>
<div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
<span style="font-size:12pt"> </span></p>
</div>
<div>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
<span style="font-size:12pt">< </span><span
style="color:rgb(32,31,30)">Imagined a
world in which we all worked at home,
everything was on zoom, and everything
was delivered by Amazon by drone. I
realize this is a reductio, but hum
along with me for a few bars. There
would be no intermediate social
landscape between the home and the
distribution center. No intermediate
human scales. </span><span
style="font-size:12pt"></span></div>
<p
style="margin-top:0px;margin-bottom:0px;background-color:white;background-position:initial
initial;background-repeat:initial initial">
<span style="color:rgb(32,31,30)"> </span></p>
<div
style="margin-top:0px;margin-bottom:0px;background-color:white"><span
style="color:rgb(32,31,30)">I can’t say
immediately why this would be a bad
thing, but my gut doesn’t like it.></span></div>
<p
style="margin-top:0px;margin-bottom:0px;background-color:white;background-position:initial
initial;background-repeat:initial initial">
<span style="color:rgb(32,31,30)"> </span></p>
<div
style="margin-top:0px;margin-bottom:0px;background-color:white"><span
style="color:rgb(32,31,30)">I can't
think of many examples where the
intermediate scales are anything but
wasteful or intrusive. Maybe to see a
tailor coupled to the purchase of
certain clothes? I still drive to
services (dentist, doctor, hair
stylist), just not to redistributors,
because they don't really add anything.
There's still a farmer's market that
seems as popular as ever -- but they DO
offer something unique. I can drive
five minutes to Home Depot but honestly
half the time their inventory is
exhausted for what I want, and I end up
ordering it online. </span></div>
<p
style="margin-top:0px;margin-bottom:0px;background-color:white;background-position:initial
initial;background-repeat:initial initial">
<span style="color:rgb(32,31,30)"> </span></p>
<div
style="margin-top:0px;margin-bottom:0px;background-color:white"><span
style="color:rgb(32,31,30)">Marcus </span></div>
<p
style="margin-top:0px;margin-bottom:0px;background-color:white;background-position:initial
initial;background-repeat:initial initial">
<span style="color:rgb(32,31,30)"> </span></p>
</div>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif;text-align:center"
align="center">
<hr width="98%" size="2" align="center">
</div>
<div
id="m_-3345710188310006534x_x_divRplyFwdMsg">
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
<b><span>From:</span></b><span><span> </span>Friam
<<a
href="mailto:friam-bounces@redfish.com"
style="color:rgb(5,99,193);text-decoration:underline" target="_blank"
rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">friam-bounces@redfish.com</a>>
on behalf of<span> </span><a
href="mailto:thompnickson2@gmail.com"
style="color:rgb(5,99,193);text-decoration:underline" target="_blank"
rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">thompnickson2@gmail.com</a><span> </span><<a
href="mailto:thompnickson2@gmail.com"
style="color:rgb(5,99,193);text-decoration:underline" target="_blank"
rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">thompnickson2@gmail.com</a>><br>
<b>Sent:</b><span> </span>Sunday,
January 2, 2022 1:03 PM<br>
<b>To:</b><span> </span>'The Friday
Morning Applied Complexity Coffee Group'
<<a href="mailto:friam@redfish.com"
style="color:rgb(5,99,193);text-decoration:underline"
target="_blank" rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">friam@redfish.com</a>><br>
<b>Subject:</b><span> </span>Re: [FRIAM]
Roger Mcnamee !!??</span></div>
<div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
</div>
</div>
<div>
<div>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
Marcus,</div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
I would like to be convinced …. But</div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
Imagined a world in which we all worked
at home, everything was on zoom, and
everything was delivered by Amazon by
drone. I realize this is a reductio,
but hum along with me for a few bars.
There would be no intermediate social
landscape between the home and the
distribution center. No intermediate
human scales. </div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
I can’t say immediately why this would
be a bad thing, but my gut doesn’t like
it.</div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
Nick</div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
Nick Thompson</div>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
<a
href="mailto:ThompNickSon2@gmail.com"
style="color:rgb(5,99,193);text-decoration:underline" target="_blank"
rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">ThompNickSon2@gmail.com</a></div>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
<a
href="https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fwordpress.clarku.edu%2fnthompson%2f&c=E,1,p4rsPfl7qCnkvPDXzYT5M-1fZBZKaCDIB1z2Osc-CfFDLgw598S0mD13_Sppk4ua_2uMIZVWNAECmtZ8s2kblHg2quJex4YawfboMGbRTDU_u15bu8836eLAHQ,,&typo=1"
style="color:rgb(5,99,193);text-decoration:underline" target="_blank"
rel="noreferrer"
moz-do-not-send="true">https://wordpress.clarku.edu/nthompson/</a></div>
</div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div>
<div style="border-style:solid none
none;border-top-width:1pt;border-top-color:rgb(225,225,225);padding:3pt
0in 0in">
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
<b>From:</b><span> </span>Friam <<a
href="mailto:friam-bounces@redfish.com"
style="color:rgb(5,99,193);text-decoration:underline"
target="_blank" rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">friam-bounces@redfish.com</a>><span> </span><b>On
Behalf Of<span> </span></b>Marcus
Daniels<br>
<b>Sent:</b><span> </span>Sunday,
January 2, 2022 1:38 PM<br>
<b>To:</b><span> </span>'The Friday
Morning Applied Complexity Coffee
Group' <<a
href="mailto:friam@redfish.com"
style="color:rgb(5,99,193);text-decoration:underline"
target="_blank" rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">friam@redfish.com</a>><br>
<b>Subject:</b><span> </span>Re:
[FRIAM] Roger Mcnamee !!??</div>
</div>
</div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
<span style="font-size:12pt">I can see
living without Facebook (I do), but
why can't we live with Amazon? It
seems like they did a pretty good
job of displacing the likes of
Walmart. It could happen again.
What added inherent value do stores
have, other than as a mechanism to
prevent he consolidation of market
influence w.r.t. to prices?</span></div>
</div>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif;text-align:center"
align="center">
<hr width="98%" size="1" align="center">
</div>
<div
id="m_-3345710188310006534x_x_x_divRplyFwdMsg">
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
<b><span>From:</span></b><span><span> </span>Friam
<<a
href="mailto:friam-bounces@redfish.com"
style="color:rgb(5,99,193);text-decoration:underline" target="_blank"
rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">friam-bounces@redfish.com</a>>
on behalf of<span> </span><a
href="mailto:thompnickson2@gmail.com"
style="color:rgb(5,99,193);text-decoration:underline" target="_blank"
rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">thompnickson2@gmail.com</a><span> </span><<a
href="mailto:thompnickson2@gmail.com"
style="color:rgb(5,99,193);text-decoration:underline"
target="_blank" rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">thompnickson2@gmail.com</a>><br>
<b>Sent:</b><span> </span>Sunday,
January 2, 2022 12:03 PM<br>
<b>To:</b><span> </span>'The Friday
Morning Applied Complexity Coffee
Group' <<a
href="mailto:friam@redfish.com"
style="color:rgb(5,99,193);text-decoration:underline"
target="_blank" rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">friam@redfish.com</a>><br>
<b>Subject:</b><span> </span>[FRIAM]
Roger Mcnamee !!??</span></div>
<div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
</div>
</div>
<div>
<div>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
I just listened to this podcast</div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
<a
href="https://linkprotect.cudasvc.com/url?a=https%3a%2f%2ffeeds.megaphone.fm%2fVMP5489734702&c=E,1,G87ToIzgI5DT4ZpiKuXcRc2EHcS4lpVgIftU98yiNor7PFNa9lCoDMtpA2GT4_2eudXeeatF6BgR-Peqwvf8pBQOnsbOiuYBI693rGSZCjDA8-JbvEUZ&typo=1"
style="color:rgb(5,99,193);text-decoration:underline" target="_blank"
rel="noreferrer"
moz-do-not-send="true">https://feeds.megaphone.fm/VMP5489734702</a></div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
a conversation between the former
prosecutor, Joyce Vance, and the
musician, financier, turncoat
Facebook investor Roger Mcnamee, who
likens this moment with big tech to
the moment before the food industry
regulations of the early 1900’s and
anti-pollution legislation of the
60’s, moments when Da People
reasserted control over over-weening
industry interests. He is author of
the book,<span> </span><i>Zucked</i>.</div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
An hour-long pod cast is a terribly
inefficient way to learn about
something, so I hope that one you,
for whom none of this is news, can
offer a more condensed source.</div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
We are basically talking about the
Amazon paradox, here: can’t live
with it; can’t live without it. How
much ARE we willing to pay to have
the trains run on time?</div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
As usual, I am in need of
instruction. </div>
<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
Nick Thompson</div>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
<a
href="mailto:ThompNickSon2@gmail.com"
style="color:rgb(5,99,193);text-decoration:underline" target="_blank"
rel="noreferrer"
moz-do-not-send="true"
class="moz-txt-link-freetext">ThompNickSon2@gmail.com</a></div>
<div
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
<a
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<p
style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif">
</p>
</div>
</div>
</div>
</div>
</div>
</div>
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<span
style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;float:none;display:inline!important">archives:</span><br
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<span
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thru present<span> </span></span><a
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<span
style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;float:none;display:inline!important">1/2003
thru 6/2021 </span><a
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style="color:rgb(5,99,193);text-decoration:underline;font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"
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moz-do-not-send="true"
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</blockquote>
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FRIAM Applied Complexity Group listserv<br>
Zoom Fridays 9:30a-12p Mtn UTC-6 <a
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<fieldset class="moz-mime-attachment-header"></fieldset>
<pre class="moz-quote-pre" wrap="">
.-- .- -. - / .- -.-. - .. --- -. ..--.. / -.-. --- -. .--- ..- --. .- - .
FRIAM Applied Complexity Group listserv
Zoom Fridays 9:30a-12p Mtn UTC-6 bit.ly/virtualfriam
un/subscribe <a class="moz-txt-link-freetext" href="http://redfish.com/mailman/listinfo/friam_redfish.com">http://redfish.com/mailman/listinfo/friam_redfish.com</a>
FRIAM-COMIC <a class="moz-txt-link-freetext" href="http://friam-comic.blogspot.com/">http://friam-comic.blogspot.com/</a>
archives:
5/2017 thru present <a class="moz-txt-link-freetext" href="https://redfish.com/pipermail/friam_redfish.com/">https://redfish.com/pipermail/friam_redfish.com/</a>
1/2003 thru 6/2021 <a class="moz-txt-link-freetext" href="http://friam.383.s1.nabble.com/">http://friam.383.s1.nabble.com/</a>
</pre>
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