Wednesday, January 14, 2026

Sailing Rigs by Randall Munroe

I got a kick out of XKCD 3193, it definitely hits that sweet spot that happens when you walk a certain side alley of trivia just a few steps too far.

In my all-too-brief, but enjoyable and lucky, sailing life, I definitely sailed both a Deckhand Obliterator as well as a Mastless Rig.

And my son once sailed a Keel Rig, early in his youth sailing academy days. (They called it "turtling" back then.)

But of course the nerd in me has to quibble a tiny bit with the floatover text: it's not the size of the sail on the mizzen mast that distinguishes a ketch from a yawl, it's the relative position of the mizzen mast and the rudder post.

When I was learning the basics, back in sailing school, I used to remember this as:

  • They call it a yawl because the mizzen is yawl the way back.

Hey, the thing about a memory aid is that it aids your memory.

Wednesday, December 31, 2025

S&P 500 is a Market-Cap Weighted Index

It's that time of year, when pundits look back at the last 12 months and try to say something meaningful.

It's striking how the vast majority of those pundits say something like "2025 was a great year in the stock market; the S&P 500 is up 17 % this year".

Here's CNBC: S&P 500 slides, but gets set to close out 2025 with 17% gain; here's the BBC: US stock market ends 2025 on a high note after volatile year.

Deep down in the fine print, they'll mumble something about market-cap weighting and large cap stocks, of course.

It's really striking to see the details though, for this year has been very startlingly the year of winners and losers.

Let's just look at the top 10 holdings of the SP 500 in January and today, and see how they went. It's a simple table: where were they at the start of 2025, where are they now, and what was the year like for them?

So, if you owned the entire index this year, you indeed saw a 17% gain.

If you were a holder of just, say, Google or Broadcom or nVidia, you saw a 55% gain this year!

If you were a holder of Apple or Microsoft or Tesla or Berkshire Hathaway, you saw a gain of something from 7% to 17%.

But if you were a holder of Amazon or Meta, you actually saw a 2 or 3 percent loss this year.

Remember, these are very big companies. Amazon's market capitalization is 2.5 trillion dollars.

This year, there were winners and losers.

Thursday, December 18, 2025

NIL and the LU Oaklanders

I routinely go for bicycle rides that take me past the old Oakland Raiders headquarters, which is about 1.5 miles from my house.

I had noticed, over the years, several other organizations which were using that facility for various purposes, including: a local youth soccer league, the Oakland Roots semi-pro soccer team, etc.

TIL that there is another occasional tenant, the Lincoln University Oaklanders.

Even after nearly 40 years living in the Oakland area, I had no idea that Lincoln University existed. Even though my daughter's office is only one block away from Lincoln. My bad.

But why does Lincoln University have a football team?

Wikipedia observes

Lincoln University is a private university in Oakland, California, United States. It enrolls more than 500 students in undergraduate- and graduate-level programs in business administration as well as an English-language program, certificate programs, and bachelor of science programs.

Not really the sort of institution you'd expect to find fielding a college football program.

The Chronicle's SFGate writers attempt to explain what's going on: For Calif.'s worst college football team, a 0-287 slump is the tip of a scandal:

Results against Lincoln count just as much as wins and losses against any blue-blood program. Thanks to the university’s accreditation with the Western Association of Schools and Colleges Senior College and University Commission, known as WSCUC, which is up for review in February 2026, the Oaks qualify as a “countable opponent” for NCAA teams.

Even without standard governing structures in place, Lincoln has no problem filling out a schedule. As the old coaching adage goes: The best ability is availability. Lincoln is more than happy to occupy a blank space on a schedule for teams across the country.

And really, that's all you need to know, if you've been paying enough attention to the world to know what NIL is, and why the CFTC is now in charge of sports gambling for college sports.

It's a weird world we live in. But, at least now I know who the newest tenant at the old Raiders facility is.

Sunday, December 14, 2025

Baldur's Gate 3 is amazing!

Of course, you already knew that BG3 is amazing. Everybody knew it. Even I knew it.

But somehow I had waited 2 years to actually install it on my computer.

Happily, I have now fixed that problem.

And so all I need is some time...

Monday, November 24, 2025

Saturday, November 22, 2025

The ouroboros is preparing to close the loop.

My blogging software suggested that it would be glad to allow the AI to write my blog from now on.

NTSB video explaining why the Dali lost control

18 months ago, in March 2024, the MV Dali crashed into the Francis Scott Key bridge in Baltimore Harbor.

The National Transportation Safety Board has released the summary section of its report on the incident.

There are many findings in the report, and lots to think about, but a particularly interesting part is the loose wire that crippled the ship at a critical moment. The NTSB made a very good 2 minute video explaining exactly what went wrong.

Another very interesting observation is this:

Contributing to the collapse of the Key Bridge and the loss of life was the lack of countermeasures to reduce the bridge’s vulnerability to collapse due to impact by ocean-going vessels, which have only grown larger since the Key Bridge’s opening in 1977. When the Japan-flagged containership Blue Nagoya contacted the Key Bridge after losing propulsion in 1980, the 390-foot-long vessel caused only minor damage. The Dali, however, is 10 times the size of the Blue Nagoya.

This seems like a sensible recommendation in response to that observation:

To the US Coast Guard:

1. Conduct and publish the results of a study that examines the availability, feasibility, and safety benefits of redundant means to ensure that large singlepropulsion-engine cargo vessels maintain propulsion and steering when maneuvering in restricted waters.

Quite a lot has changed in 50 years. There's lots to learn, and lots to do.