New York August NYC Meet-Up 2021

Had a water guy come by about testing our water. 6.5 PH (acidic), pretty hard, and high suspended particle count.

Not my 18 mega ohm lab water, so I’m considering a water conditioner and filter eventually, and of course this water will be good for my darkroom. Part of the system is a reverse osmosis system that fits under the kitchen sink that has a 50 gallon per day capacity.

Anyways this water system also might help my chronically dry skin as a secondary health benefit.

So add this to the list about waiting.

My leg is limbering up a bit, but it will take some time.

Cal
 
I managed to get 4 gallons of your 18 mega ohm water from the "bin store" in Trenton GA. I've used most of it for film developing-I refer to it as "Calzone Water" Once I found out it sells on Amazon for $16 a gallon, I was thrilled to get it for 50 cents a gallon!
 
I managed to get 4 gallons of your 18 mega ohm water from the "bin store" in Trenton GA. I've used most of it for film developing-I refer to it as "Calzone Water" Once I found out it sells on Amazon for $16 a gallon, I was thrilled to get it for 50 cents a gallon!

MFM,

Makes sense that the impurities in our water impacts and has some result in our chemistry. I found that I don’t have any need for any wetting agent like Photo Flow, and that I don’t get water stains.

In developing film I use plain water for a stop bath. Better for the environment and you do know water is the universal solvent.

One of the demo’s was with a hand washing with a new travel sized bar of Ivory soap, but I was directed to use the conditioned water to rinse off the soap on my left hand, and to use the tap water from my kitchen sink on my right hand.

It seemed that the soap on my left hand needed more rinsing because it still felt slippery, but counterintuitively this slipperiness was actually the higher level of surface tension of more chemically pure water. Pretty much a film or residue was left on my right hand. The difference in my skin was visible. The sun damaged skin on my left hand looked less damaged than my right in a dramatic way. Pretty much residue on my right was visible, even after a good scrubbing.

I have an aggressive immune system and suffer from chronic dry skin. Another demo showed how much soap residue was in a small clean towel. I believe a water system can cure my sensitivity. For washing clothes we use “ALL Free & Clear.” While a step in the right direction, still not the best.

No need to use energy to get hot water to wash clothes with softer water we were told, also less soap and detergent required.

I know that they bottle and market this water as a makeup remover. I know a coffee shop in Seattle uses water that is scrubbed by reverse osmosis to brew their coffee, and it is still likely the best coffee I ever had. I recognized the Millipore system which is the same as what I had in my lab for 18 Meg water that is chemically pure H2+0.

Of course chemically pure water is not safe to drink alone because it is so reactive that it will erode living tissue and cause damage.

I don’t expect UPC grade water like in my old lab water, nor a chemically pure 18 Meg capability, but for drinking, cooking, cleaning and photography I deem this for me is a must have. Not cheap, but not too expensive. About $270.00 for a once a year maintenance, after the initial cost.

So now “Woman-Factor,” even though I said I don’t mind paying for it, “Maggie” deems other things a priority. Kinda funny that all these things that have to get done pretty much is on me though. She mentioned insulating the attic, and this is another sore point because I had this as one of my major priorities, but not for a woman, or a woman’s logic.

So anyways I’m getting annoyed… It will take about 2-3 hours for a system to be installed. I want it done, and I don’t care if not approved. When the kitchen gets done the water system will get installed.

Problem with Maggie is she cheaps out all the time. She worries about money, she is a Nervous Nellie, and kinda crazy anxious. “Why do I love crazy women?” I ask?

Cal
 
Cal: I'm with you brother on skin sensitivity. Part of me always wondered whether not using gloves in the darkroom era of Metol/HQ developers was a contributing factor. For me, it is all no-scent everything. No scent diswashing soap, shampoo, shaving cream, hand lotion, clothing detergent. Grandpa's Pine Tar soap. Personally, I can't understand why there isn't a stank-free version of everything. It's just one less ingredient to add.. . you would think manufacturers would jump at the chance to simplify their supply chains. Unfortunately, the world isn't organized on convenient-for-Ben principles.
 
Cal: I'm with you brother on skin sensitivity. Part of me always wondered whether not using gloves in the darkroom era of Metol/HQ developers was a contributing factor. For me, it is all no-scent everything. No scent diswashing soap, shampoo, shaving cream, hand lotion, clothing detergent. Grandpa's Pine Tar soap. Personally, I can't understand why there isn't a stank-free version of everything. It's just one less ingredient to add.. . you would think manufacturers would jump at the chance to simplify their supply chains. Unfortunately, the world isn't organized on convenient-for-Ben principles.

Ben,

The Ivory soap and rinse test was rather dramatic. Very evident the film that gets left when rinsing with harder water. I remember going to Belgrade Lakes near Augusta Maine, the Capitol. The lake water was so clear and it was soft. When washing in the lake the soap was removed upon immersion.

Know that my skin is somewhat weather beaten from tanning, from fishing, and from biking.

It was remarkable the difference between the skin on my left and right hand with the soap/rinse experiment.

Maggie unfortunately still has the marks of knowing poverty. We are luckily financially secure, but she acts as if we are poor, helpless, and stuck. This unfortunately is “Crazy-Bad.”

”Crazy-Good” is buying expensive stuff because it has “legs,” durability, value, and a long term future. When I day traded energy stocks between 2003-2007 I learned what rich people do. First off they try to avoid paying their share of taxes. “No one ever got rich by paying taxes,” they say. Next is they try to buy only things that store value. In a way they buy things thinking of their future value.

An example is my purchase of a brand new custom made Santa Cruz guitar. This guitar is being crafted out of woods that are a finite resource and already scare. Santa Cruz is arguably, well maybe no argument, the best flat-top guitar builder out there. They only make about 400 guitars a year.

Anyways the laws of supply and demand amplified by the highest quality translates pretty easy into investment or heirloom qualities and a store of value.

I really hate fighting the mindset of poverty that really is a self fulfilling prophecy. “Maggie” is crazy-bad with money.

I worked in the medical field. Pretty much our bodies are chemical engines. All the pollution, all the extra chemicals, and all the stuff we don’t need effects and stresses the systems in our bodies. I strongly believe purer water will extend my life and also add to quality of life.

According to the longevity test, just moving from a polluted urban environment (Manhattan), to a less densely populated suburb, extended my estimated lifespan 5 years.

I know enough about chemistry to know that purer water effects my film development in a great way. This is a bonus.

Cal
 
Yes, and get properly fitted for trail running shoes.

John,

As you know I’m bow legged. Running really isn’t the best for me.

Likely best is biking and rowing on the Concept 2.

I have orthotics…

So my contractor has the building permit. The building inspector called yesterday and said pretty much the job is just replacement with the exceptions of adding a dish washer and moving a sink.

My hope is that my house does not get reaccessed causing my taxes to increase. Right now I have mucho cheap taxes, I think because it is an old house. Two of my neighbors performed “Gut” renovations and their taxes almost doubled. Pretty much a gut Reno makes an old house a new one, and they get taxed as such.

I think I’m being sly. Also the building inspector knows me and we are on great terms. Anyways let’s see…

Cal
 
I talked with my friend Cris, he and his family had both Delta and Omnicron. Luckily only took him down 4 days, but the quar-RENT-Teen put him way behind. Basically one of his kids brought it home…

Cris not only is building me an 18 inch “Trap-Door” arched top guitar, but he also has “Red” an electric Jazz guitar that is like a Gibson L5 single pickup guitar that resembles a “George Gobel” model.

A while back before Covid I dropped Red off to get some work done, and to add some fingerboard inlays where there was none. Somehow the guitar got hijacked into a rebuild with a new neck because Cris wanted to update the peg head, then he wanted to refinish the body because he had tinted the clear finish red because the first owner was a fickle guy named Steve who was a PIA.

Cris tells me the tint kills the depth that is in the flamed maple underneath. So then Cris kinda says he should rebind the guitar since he’s going to refinish it. Then he might as well make a new updated bridge, tail piece and pick guard.

So this somehow snowballed into a project, somehow I basically be getting a new guitar, and other than the inlay work which I already paid for, all the rest of the work is free.

So in today’s discussion I mentioned Cris’s new website, and that if he wants he can go all the way to make my old guitar that was first built in 2004-2005 to match the current version.

So here is the website: www.MirabellaGuitars.com.

Understand that Red is a very early Mirabella, that was built for fickle Steve. I first played Red at a guitar show and I expressed to Cris that I want one just like it. I even talked with Fickle Steve that I loved his guitar so much, and asked him if he minded if Cris clone his guitar for me.

So about a week later my friend Dave calls, and asks me if I still want that guitar.

“Well yes,” I say.

“You need to call Cris right now,” Dave tells me.

So basically I got the guitar because Fickle Steve still wanted more changes, and Cris at this point was exasperated and says it would be easier at this point to just sell the guitar to Cal and build you a new guitar.

So pretty much whenever I stopped in the shop I would bring out Red because a new guitar as it gets played in reveals depth, personality, and character. When I first played Red the guitar “Spoke to me,” and whenever I stopped by with Red guess who would also by chance stop by: Fickle Steve…

Steve of course would want to play Red, and it was kinda brutal the anguish. Again and again he would say, “I made a mistake and should of kept the guitar.”

At one point he asked me to sell it to him and I tore Red out of his hands.

Anyways Cris and Dave would laugh at the situation.

BTW Fickle Steve was a great guitar player (Jazz).

Also know that one day my friend Dave says he’s getting kinda pissed off because he is waiting for Cris to build him a guitar. He has envy because basically I only had to wait only a week, record time.

Then the subject come up about the 18 inch guitar known as “Jane” after Jane Mansfield the big blond bombshell. Jane is going to be a big blonde, meaning a maple guitar with a natural finish.

An 18 inch guitar is kinda big, and not everyone has the build to play one. Even though I’m a skinny bitch, I have narrow girly shoulders, but extra long arms for a big wingspan that is big enough for an 18 inch guitar.

Some wealthy Chinese guy commissioned an 18 inch Trap-Door, basically mine and his guitar are being tandem built together two at a time, but technically mine is the first.

Over 15 years ago Cris built the first Trap-Door guitar as a prototype and as a proof of principle. The guitars was a 17 inch Trap Door known as “Carmela” because it is a “brown-burst.” You can see Carmela on the website.

Anyways my commission jump started Cris’s career.The idea of side sound holes I believe is a John Monteleone idea, but Cris took the idea further by adding doors that can tune the bodies projection and resonance.

The story gets better. Because I waited so long, Cris has upgraded the wood. The neck blank, the back, and the side are all “Jimmy-wood” meaning wood from the Jimmy D’Aquisto estate. One iteration was to some Cellowood that had figure that resembled shattered glass, but the Jimmy-wood is long thin curl that has depth so that it resembles crashing surf.

Know that Jimmy D’Aquisto built 18 inch guitars with “wings” meaning added glued on sections to make up the width. Cris wanted to avoid wings, but wood from Jimmy’s estate suggests that this was wood Jimmy was saving for a special project.

The prices of some D’Aqusto guitars are mucho crazy. He only built 8XX guitars in his lifetime.

After D’Aquisto died the next “Man” was John Monteleone. Monteleone now is an old man, and it is obvious that Cris is the next “Man.”

Anyways, because I’m a smut queen, I saw that Cris was being “groomed” by John Monteleone and the high end guitar deal Larry Wexler to be the next “Man.”

So her I am, a patron of the arts who is making some history. I’m really proud of Cris, but waiting for guitars to be built is hard.

Another thing to consider is that with Monteleon there are two waiting lists, each list is 7 years. You wait on the first list to get the call, “Do you still want a guitar?” And at that time you have to put up a 50% deposit. Then it takes about 7 years to get the guitar you ordered.

Anyways at this level guitars are pretty safe investments because the supply is very limited. The problem though with Monteleone is that if he dies before your guitar is finished.

An interesting guitar on Cris’s website is the half built D’Aquisto round sound hole arch top that Cris was commissioned to complete.

Anyways more waiting…

Anyways I should be picking up a Telecastor that I dropped off with Cris before the pandemic. Also I’ll look at some bins to get more f the gear I want/need like those speakers I need for building out the Blackface Pro Reverb.

Cal
 
Been following this thread since Page 1, Cal.
Two request, please:
1. Can you include some pics of the renovations you describe whether to the kitchen, porch, back yard, whatever?
2. How about a YouTube video so we can see --- and hear --- these 6 string machines vibrate?
 
Been following this thread since Page 1, Cal.
Two request, please:
1. Can you include some pics of the renovations you describe whether to the kitchen, porch, back yard, whatever?
2. How about a YouTube video so we can see --- and hear --- these 6 string machines vibrate?

CG,

I’m a lazy slacker, and pretty much the only place I post is here.

My gal is/was a Digital Influencer, and I learned you can live your life on Instagram, but I’d rather do it here on this thread.

Many pictures, anyways most of the recent stuff on www.AccidentalIcon.com are shots taken in the Baby Victorian or in the back-backyard. You can dig in and see anyways some of the good and many of the original details. Maggie’s design eye for Arts and Crafts, Victorian, and attraction for George Eastlake furnishings.

BTW the kitchen currently is a messy disaster. For about a year all I can say is that I have been “Glamping.” I live in a huge work in progress. Pretty much a mess with a lot of potential. Kinda funny that when we looked at this house it went unloved, but the few things we did to make it a “cute” house really changed everything.

Also doing demo and destroying a house is not so much fun or glam like in the TV shows. Pretty much dog work, especially rescuing a heart pine floor under a kitchen. The downstairs hallway has no ceiling because it had asbestos ceiling tiles, the kitchen ceiling is missing, and the dining room has tiles removed and an exposed damaged plaster ceiling. So far only the living room is the only room I have not defaced. LOL.

In “Maggie’s” photographs or photographs of Maggie the ugly is not being exposed, but the light from a tiny house with 40 windows is really amazing. Also the golden hours are long in the Hudson Valley.

Anyways I think it was wise to buy a small old house (low taxes) that came with a second building lot included (back-backyard) right at the very edge of town for privacy. Pretty much I get the vibe that I’m way upstate and out in the country when I’m an hour train ride to Grand Central.

Bonus is a 1500 acre Blue Mountain Preserve three blocks away, which is underused and not really developed (wilderness). The Hudson River is mighty majestic, and Peekskill is one of those towns with a true Brooklyn vibe and is an artist community. Nice thing is that it already is full so I can’t see it getting weird like Beacon with the gentrification and ghetto busting they wish they didn’t do.

I believe I was very lucky and fortunate to buy this small house when I did. If Larry Summers projection is correct and housing prices increase 7% in 2022 my house will be valued at a 35% increase since Thanksgiving 2020. That’s a huge increase for a little more than 2 years.

We were also wise to buy small so renovations are not so onerous. Plus I have the funds to build out the two car garage as a multipurpose detached workspace that I hope will not raise my taxes. Devil Christian says an attic is storage space, and heating and insulating a garage does not change its function, but the addition of what I will call a “green house” on the building permit is really what the British would call a “Conservatory” with a panoramic view of the back-backyard lawns, the frog ghetto, and a forested hillside.

So far the kitchen from the building inspector POV all we are doing is replacement, except moving the sink and installing plumbing for a dishwasher. My hope is no tax increase.

BTW when I tell people how low are taxes are they are astounded because Westchester taxes are mucho big. I don’t want to pay the taxes my neighbors pay for their gut renovated houses. Pretty much my studio/office space/garage I might get away with it not being considered “living space” even though I will likely spend most of my time there. This is a very-very grey area…

Meanwhile for a professional couple that wants a in house home office (upstairs Victorian octoganal tower room) and a detached workspace, with a “Spa” styled expanded bathroom that is actually two small rooms with only two bedrooms (a master and a guest room), with a huge garden with a killer view kinda the fantasy perfect house with lots of old original detail.

Although we are somewhat retired, the house we are building out is in an ideal location for work from home for a professional couple that statistically would be upper income and have only one child. The location also is great because Metro North and Manhattan is easy to get to, though I would not want to ever commute again.

Cal
 
Been following this thread since Page 1, Cal.
Two request, please:
1. Can you include some pics of the renovations you describe whether to the kitchen, porch, back yard, whatever?
2. How about a YouTube video so we can see --- and hear --- these 6 string machines vibrate?

If you go to SantaCruzGuitars. Com, Northern Lights Music, Pure Sound, Heartbreaker Guitars, they all have video clips of demoing guitars that are for sale.

If you did into the Santa Cruz site you can understand why they are the boutique custom shop and what they stand for.

Then there are the players…

One recording I saw was Daryl Oats who was recorded in a music store on a Santa Cruz performing “Man Eater.” WOW.

Then there are these amazing players that are endorsed by Santa Cruz like Eric Skye (Jazz).

Cal
 
Cal, you should gotten a backpack and some plastic jugs and a big barrel for the basement and brought home a gallon or two of "Calzone Water" every day from work! I think 100-200 gallons would last you a lonnnng time!
 
Cal, you should gotten a backpack and some plastic jugs and a big barrel for the basement and brought home a gallon or two of "Calzone Water" every day from work! I think 100-200 gallons would last you a lonnnng time!

MFM,

Actually I did have a backpack, and I did utilize these plastic graduated 1 liter containers, and brown glass I gallon jugs that I recycled, that originally had alcohols in them. Had enough small modular containers that I did not need any big container.

I still have these jugs and containers (empty) stored in the basement.

With my big batch developing I actually used lots of 18 meg water, even though I did not use it for rinsing.

Water is about 8 pounds a gallon, and hauling water even two gallons at a time in a pack is a lot of work. When I lived in Manhattan I did this carting a lot.

I found these bins that allowed me to stack all these containers in mini pallets for storage. I figure when I have a darkroom that they will be handy for a dip and dunk. Know that in my basement I have hard rubber 3 gallon tanks, a triple beam balance, calibrated brass weights, and all this glassware I “rescued” and recycled from closing labs.

Anyways know that I have lots of medical furniture also. I have a hospital laundry bin that I use with heavy contractor bags as a garbage can in the basement, I have three doctor’s stools, I have these wall mount articulating arms that I could do pull ups on that I will utilize for my 27 inch EIZO and an IMAC as a digital work station, I even have a glovebox to avoid any dust cloud when pouring powdered developers.

Anyways I recycled so much stuff that my studio pretty much will be an outfitted research lab with all the very best equipment. Only the best for me. LOL. Snarky Joe would be impressed. LOL.

I even have lab coats.

A lot of carting of tools, supplies, and stuff I had stored at work happened over the year I commuted. Then I drove the car into the city to retrieve the big items.

I did not want to have remorse, so I took everything I could use. The basement is kinda full of supplies. So my studio will resemble somewhat a hospital and a full blown research lab.

Know at the end of the Cold War that my friends said I single-handedly downsized Grumman.

Cal
 
In the morning I saw a purple Crocis flower in my garden, a sign of spring. I unwrapped the now 16-18 inch fig tree I grew from a sprig last year. In the back I heard some noises, but I was unsure if they were Spring Peepers in the frog ghetto.

In the afternoon it must of hit 60, and for certain the Spring Peepers had started their orgy. I could hear them down the block.

So things look like they will begin to gear up in June, and retirement will end and a new career as a model will begin. A pretty short retirement, but then again instead of work it will be an adventure. I expect mucho traveling, mostly to Europe.

My leg is much better today, but I will baby it for a while.

I stopped by the Bruised Apple the used bookstore in Peekskill that reminds me of The Strand in NYC. Peekskill also has a Flat Iron Building, and mucho hipsters from Brooklyn. I asked Scott, the owner of the Bruised Apple about the one abandoned iron mine that is built into a hillside that is not flooded.

It is called the Pine Swamp Mine and is Harrimon State Park. I have the trail map. So anyways I plan on going, and I wonder would anyone else want to go. The Audi can fit 4 passengers.

The idea would be to hike to go shooting, and I figure nice spring weather is coming soon.

Today I tried to expend all my commuter benefits. I somehow still have $125.50 in the account because for some reason the ticket machine stoped approval. Perhaps because I bought 40 one way tickets and 4 $25.00 Metrocards.

So tomorrow I’ll hit the machines again, I’ll get 4 more $25.00 Metro cards and then I’ll have to use a metro card machine in NYC to get the last $20.00. Know that I get charged $1.00 for each Metrocard so my objective is a 50 cent balance that I can loose.

So I don’t know how many NYC trips I will do, but pretty easy over two months for “Maggie” and I to go into the city ten times within that period. With errands, shopping, and dropping off cameras and watches for service I think I can burn though these tax deferred tickets.

$26.50 round trip off-peak is the fare to Peekskill from Grand Central for those that might be interested in doing the mine excursion.

Meanwhile I see what I can dig up on the web.

Know that about 100 years ago Peekskill was like a mini Pittsburg where plows and stoves were manufactured. Steel mills were big here, but this all got unwound when cheaper more abundant iron ore was found further west.

BTW the iron mills were important in the Revolutionary War and the Civil War. Just part of Peekskill’s military history.

Cal
 
At 5:00 AM this morning, a motion detector in my front back yard turned on a light. I happen to be in the bathroom emptying my bladder, so I looked out to see this fat ball of fur waddle across my patio underneath my pergola.

I determined what I saw was a ground hog. These critters are known to feed on gardens, so I hope it does not move in and become a new neighbor.

The Pine Swamp Mine opened in1830, and is at an elevation of1358 feet. The hike in is about 45 minutes, and the hike out about 30. The gain in elevation from the trailhead is 680 feet.

It is reported that this mine and the foundry that processed the ore during the Civil War made a very durable and accurate rifle that was favored.

Also from the reports this area is not industrial tourism and is still pretty much wilderness.

Did you know that on a clear day you can see Manhattan from the top of Bear Mountain?

So not only am I a lazy-slacker, I am also highly educated, and mighty obsessive. I wonder and daydream a lot, my mind wanders in crazy ways, and I guess you could call me a delusional artist. Like in the film “A Beautiful Mind” I have to control my thoughts to stay in reality.

The world is a hot mess, so some of my thoughts are connected to both the news, my educations, and my experiences.

I watch videos of Javilin shoulder fired missiles creating Russian tank “graveyards” in the Ukraine; I see a shoulder fired Stinger down an aircraft; and I know that modern weapons effectiveness are compounded by poor Russian logistic support.

This is/was the greatest land army in the world in greater numbers being held off by fighters that have good modern weapons.

So jump to my newsletter that I got from Ray Dalio the mucho smart Hedge Fund Manager from Blackrock. I got to read about his new book where he got obsessed with world history and the rise and fall of empires.

Separately in my free European river cruise vacation, I learned the Dutch invented the stock market and pretty much the concept of Capitolism. Being clever people they were able to harness the wind to gain a strategic advantage so they were able to build a mighty navy using wind mills to create lumber for ship building that led them to colonialism and build an empire.

So the British copied the Dutch ship designs and eventually out produced the Dutch to become the next new empire.

Take note how advances in technolegy were utilized to establish military dominance. For the British it was the steam engine.

Now Russia exported a lot of weapons to China, but evidently they don’t have the stockpiles of weapons on hand to supply and support their “Special Operation.” Meanwhile Biden tells the Chinese that they have to pick a side, even though the huge border between China and Russia would allow EZ-PZ smuggling.

This is a dangerous game everyone is playing…

Know that there is a Dutch company with the ticker ASLM that has developed a key technology called Extreme Ultra-Violet Lithography. This is the next electronics revolution with higher density smaller circuits that certainly have military implications.

Know that Taiwan produces 50% of the world’s electronic chips, and I think this is the real reason why China wants Taiwan, to get access to the electronic technology. Anyways I know and history shows that some technical advantage throughout world history helps establish military might that leads to the ability to impose power, protect interests, and is a necessity to become an empire.

So I believe an unannounced war has begun on who will develope and exploit the next electronics revolution to have the military advantage. EUVL is the key to either maintaining an empire or wether a new empire emerges. Operation Desert Storm and even the “Special Operation” in the Ukraine indicate how sophisticated weapons, communications, are key to winning any conflict.

So I dig in. TSM (Taiwan Semiconductor Manufacturing) produces 50% of the worlds chips by being a “Foundry.” What do you think will happen if that report is real or accurate that China was planning an invasion in the fall?

INTC (Intel) and GFS (Global Foundries) are building outside of Taiwan, while AMD (Advanced Micro-Devices) and NVDA (Nvidia) have their products manufactured in Taiwan. What do you speculate will happen in the fall or the future. What is the long-game, and the short-game? Would you buy into Taiwan tickers in a dip in an attempt to buy low?

Do you think that the Taiwanese electronics would go “Empty-Nest” and be destroyed rather that get into Chinese hands? Anyways I hope so…

The Philly Semiconductor index is down 23% year to date. Evidently selling is taking down the index. Is this because we might be in a recession? They say 4 out of 5 recessions is due to high energy costs. Yesterday I had just over a quarter tank in the Audi and I dropped $60.00 into the tank. At $5.25 cash a gallon I did not even get 12 gallons or a full tank, pretty close to full though. BTW I buy Mobil Premium, not cheap gas.

Also QCOM Qualcomm is another hedge against a Taiwan invasion.

According to reports car manufacturers are double-ordering chips to keep the supply going, and this is deemed not sustainable NXP (NXP Semiconductors), TXN (Texas Instruments), ON (ON Semiconductors), MCHP (Microchip Technology), and AD (Analog Devices), all are heavily tied to the automotive industry.

If there is a recession (I think we are in one), eventually the automotive chip makers will tumble hard, and I think it would be a time to load up on them, and then hold onto them like forever as ballast because you bought them mighty cheap. Pretty much the strategy though is “catching a falling knife.”

China invading Taiwan is mucho crazy and a huge gamble. The “Q” factor is the “Empty-Nest” where I can’t see allowing this advanced technology getting transferred.

Also keep an eye on KLA Tencor. They too are a key heavy player in EUVL.

BTW chip making uses a lot of the photographic process.

Disclaimer: I have no MBA or any formal education in finance, but I’m a smart guy with an art background (abstract reasoning), have a masters in Journalism ( training in gathering and interpreting information), and I have a MFA in Creative Writing (ability to connect the dots, establish timelines, and put together a narritive and get a point across).

Then again also know and understand that these rantings are from an artist who may be totally delusional and way-way off base, but even scarier I might not.

Major conclusion the writer is trying to establish: A battle for a key technology has opened up, and whoever controls and establishes this technology will be the empire that dominates over the next 20 years due to it military advantages.

Cal

POSTSCRIPT: The U.S. and Great Briton are sending more weapons to help level the battle field. NPR reports that while the strategy for the Russians is brute force and heavy weapons, the Ukrainians have lighter highly mobile weapons that allow mobility and flexibility.

While the Russians have experience on its side, it seems they forgot how to be chess players and think three-four moves ahead, have poor logistic support, and seems like speed and agility are key advantages for the Ukrainians.
 
I recycled/gifted a book I just finished called “Desert Solitaire” written by Edward Abbey in 1968 at the Bruised Apple yesterday.

Like Henry David Thoureau Edward Abbey compresses a few years into one for a condescended more interesting one year.

HDT actually compressed two years into one, and Edward Abbey something like 3-4 years, but unlike HDT Abbey was actually more alone if you know HDT lived but a short walk from his mother’s house when he lived on Walden Pond. It pretty much was not far from civilization.

So pretty much Abbey is a National Park Ranger living in a single wide trailer provided by the park service.

He lives and promotes wilderness and hates what he calls “Industrial Tourism” for people that more or less want to check off a line item on their “Bucket-List.” He comes from a place where I would call him an environmentalist.

The location he goes to is Arches Monument National Park. He goes into the history, which includes the damming of the Colorado River, a proposed other dam that will forever change a canyon, the natural history, and the history of uranium mining.

I’m a mountain biker, but I am surprised there is only one short mountain bike trail in this vast area of two State Parks where I live, but now I too promote wilderness.

Oh-well, but now I understand the term Industrial Tourism, and I like Edward Abbey would rather have wilderness. I feel very fortunate to have wilderness nearby and so close to home.

The Bear Mountain Bridge literally is “A Bridge To Nowhere.”

52,000 acres.

“The Bedrock is among the oldest on geological record, all Precambrian in age,including greatly metamorphosed sandstones, shales and limestones, but is mostly composed of high-grade metamorphic rock known as the Highlands Complex.”

An interesting ending for me because in the last chapter he shaves his beard and is going to winter in NYC to work as a Social Worker. Pretty big contrast and an interesting duality that I too understand, but I have within 50 miles the contrast of the urban millions and pretty much the solitude of wilderness.

In grad school when getting my MFA a girl named Mele recommended the book to me.

Cal
 
Bear Mountain has a ghost town called “Doodletown.” Another place to shoot. Abandoned in 1965 foundations remain, but no structures. The forest reclaimed the land.

Cal
 
Was suppose to go to “Maggie’s” niece’s wedding shower tomorrow, but the niece got Covid over the past few days by getting together with friends in NYC.

So now no shower Oh-well. I dodged a bullet.

Maybe I’ll give the Audi a hand wash tomorrow. I’ll change out the foul weather floor Mats and install the fair weather floor Mats.

I started cleaning up the yard a little today. I also installed those new capacitors in the Black Face Pro Reverb amp, but I figure I’ll wait for the speakers to do a smoke test.

The leg is better, but not 100% yet. I’ll give it a good amount of rest.

Been a bit of a news hound lately. I guess I’m worried about the situation in the Ukraine. Yesterday I went out and stockpile mucho Barley, and I used a cash off deal to stockpile zip lock bags and kitchen garbage bags at CVS. I have the beginnings of a warehouse happening in the porch basement.

I find it interesting how the hit and run tactics and the exploitation of mobile agile fighting is wearing down a mighty invader. Seems like a Russian General got targeted and taken out by revealing his location by an unsecured cell phone. A fatal mistake.

Poland is beefing up air defenses and so is Slovenia. Lots of horror going on also. Things are really tense… I read how supplies are getting into the Ukraine.

Some analysts are thinking like me, that we are heading towards a recession that might be established sometime in the summer. Also the for a soft landing being created by the FED’s rate increases is only 25%. Basically we have a 75% chance of a recession.

Cal
 
I don’t think it is because I miss work, but I think I remain very curious and have been doing lots of research lately boning up.

I wondered about the best modern fighter planes because they are required to gain air superiority if things escalate.

I kinda learned that light, agile, highly maneuverable planes for say a “dog fight” are not really needed anymore because Avionics like radar systems, targeting systems, information processing systems, communication systems, weapon systems are so advanced and intergrated that in today’s combat pretty much the most advanced plane with the most advanced Avionics basically shoots down an enemy before the enemy knows he has been locked on.

Pretty much stand-off weapons that are stealthy and hard to see or identify. Currently the U.S. F-35 can shoot down multiple targets and direct weapons from other planes that are less advanced to wipe out the enemy before it can be targeted.

WOW. A game changer. I guess that is why Germany wants F-35’s and now wants to place an order.

BTW in the west the general tactic is establish air superiority right away so that ground troops can be protected and enhanced by close ground support. This tactic is to counter and fight a larger land army, and also promotes adaptability and flexibility. In WWII it is said that the use of the Jeep allowed Americans mucho mobility that became a problem for Germany.

I imagine the Germans saying, “Where are all these Americans coming from.”

In military history, in the 70’s, at one time decades ago the Russians had a 50 to one tank advantage, and in the past air superiority was established through dog-fights within visual range. Not anymore. Now the winner is who has the best weapons and tactics. Back then numbers counted.

It seems the Ukrainians have had 8 years of battle hardening, and they are experienced with fighting the Russians. Good to see what is mentioned above is also true in a ground war. BTW the Russians have not gained air superiority.

So I started digging into Extreme U-V Lithography, and learning more about the advancing of technology. I identified the top 5 players, and 4 out of 5 have “wide moats” each with key areas of expertise. They cover 70% of the market share of chip manufacturing equipment.

Generally the equipment makers are cyclical, but these top 5 should outperform other suppliers and are expected to have a 6% compounded annual growth rate over the next 5 years because they are the key players each with their own specialty.

Don’t forget that the U.S. and European Union see gaining new chip making capabilities as a strategic concern.

I read through a lot of technical information where my work experience and multidisciplinary background in optics, solid state physics, chemistry, electronics… enabled me to read through a lot of highly technical material to gain an understanding of the next generation of electronics.

The way I see it investing in these technologies would be an indirect way of buying into a defense related company, but before the military hardware gets built out into even smarter more accurate weapons that have even further stand off capabilities.

The way I see it the game is changing…

BTW the lithography used in chip making and mask making is very much a different spin on the photographic process we all know. Very similar, but different.

My mind wanders, but I think I discovered a great insight.

Cal
 
Both Mrs. Canyongazer and I have been enthralled by Maggie's blog...no wonder she has such a large following.
Guitar links were entertaining and informative. To me, the peak of acoustic guitar has always been Martin. I did not realize there were other, perhaps higher, mountains behind that one.
Really liked the solo "So What." Even Miles might have liked it. ;)
Thanks for the links, Cal!
 
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