Yu님의 프로필Gemini @ NY --- Brevity...사진블로그리스트기타 도구 도움말

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Gemini @ NY --- Brevity is the soul of wit.









A book for investor

I read the first edition of this book early in 1950, when I was nineteen.
I thought then that it was by far the best book about investing
ever written. I still think it is.
To invest successfully over a lifetime does not require a stratospheric
IQ, unusual business insights, or inside information.
What’s needed is a sound intellectual framework for making decisions
and the ability to keep emotions from corroding that framework.
This book precisely and clearly prescribes the proper
framework. You must supply the emotional discipline.
If you follow the behavioral and business principles that Graham
advocates—and if you pay special attention to the invaluable
advice in Chapters 8 and 20—you will not get a poor result from
your investments. (That represents more of an accomplishment
than you might think.) Whether you achieve outstanding results
will depend on the effort and intellect you apply to your investments,
as well as on the amplitudes of stock-market folly that prevail
during your investing career. The sillier the market’s behavior,
the greater the opportunity for the business-like investor. Follow
Graham and you will profit from folly rather than participate in it.
To me, Ben Graham was far more than an author or a teacher.
More than any other man except my father, he influenced my life.
Shortly after Ben’s death in 1976, I wrote the following short
remembrance about him in the Financial Analysts Journal. As you
read the book, I believe you’ll perceive some of the qualities I mentioned
in this tribute.

By Warren Buffet

A must-read book for my investor friends.

Sorry for Starcopy, I ended up writing this one in English cuz it's easy to make the idea clear.
Next time I'll do some Chinese typing. :)

Your friend Steve

After watching "Nanking"

It's an awful history. I planned to type a lot. But when I opened this window, I don't know where to start. And those cruel pictures came to my eyes again and again.
I urge all my fellow Chinese, please watch this movie. Remember the faces shown in this movie and give your greatest respect to these Americans, German, Canadian and etc. They are great people. They save hundred of thousands of Chinese refugees during the day of Nanking fall. Their efforts to save lives should be remembered by us. Although today Japanese government are still refusing this history. but we know this happened in our land and took uncountable lives.
Eagle and Dragon are against each other today, please be careful of the staring eyes of the snake behind. And don't let this history happen again.

Don't let politics ruin olympic spirit

“Tibet independence" is now the main source that creating anti-China sentiment in America. And we see a lot of protesters are asserting to boycott Chinese goods and even Olympic Games in Beijing. Is it really against that events or showing the fear from western politicians to the rising power of the leader of third world? We used to believe that western media was free and intended to tell the true story. But why this time most of them seemed to change their virtue on conduct. Tons of photos are modified intendedly to mislead the western society. Videos are subtitled with intentions to carry out directing messages.
Olympic Games for me is showing the family of whole world of different races. It's a competition to show what human being can do with basic body power. It is holy and should be a spirit in our heart. But the spirit is obviously desecrated. We see devil intentions against the Torch Relay. A handicapped torchbearer "Jinjing" was sieged by "Tibet independence" member in London and she used her thin body to protect the torch from being robbed. If someone wants to show different political views, should they show this to government instead of hurting a handicapped.
In San Fransisco Torch Relay, we hear "welcome to Beijing" , "We love America", " We love Tibetans" from the Torch protector body. Are they really the "the same bunch of goons and thugs they've been for the last 50 years" from CNN moderator "Jack Cafferty".
If this kind of malicious words and deeds could be tolerant, it's a shame on Olympic spirit.

OPT timing change.

The detail about OPT has changed recently. It says F1 students could apply to extend their OPT to fill the gap needed to meet the day of H1B. This is the good side of it, but the damn side of it will oust students who can't find job within 3 months after graduation. Not sure if this will be the OPT for next several years. If yes, then it will of course quench the current too many applications to OPT, but at the same time, ICC company will have advantage to mass apply. Hate these things....

Went to swim today, 3000m, I used to think the pool was 50m in length but actually 75m.... No wonder so tiered every time after swimming for 3000m.. So funny. . .

Still refreshing GRE, plan to get it done by the end of June. Then I can apply some fancy schools. :)

Back now

It was quite a busy and chaos period. Worked for almost a year, and witnessed the whole downside of United States economy. Fed has cut rate for 4 times, and still being pushed to have additional cut.
I quit work a week ago to focus on applying top tier school. It's very tough decision especially when everybody is trying to hunt for a job to apply H1B. I got the offer of H1B from my boss then I quit it. Whether this is a good decision or just show my stupid choice, I don't really know, but time will tell.
I met a lot of good friends at work, Hoi Yin, James, Alan, Peter, Haidong, Lily and Lin. They are all excellent people and deserve a good future. I sincerely hope they achieve better occupation pursue.

I went to Auto Show with Lily a week before last week, a lot of dream cars are there but not a lot of beauties as we commonly see during Asian Auto Show. I shot a lot of photos but can't be shown all here. MSN me if you guys want to see more. :)

网上传的沸沸扬扬的‘四色定理证明’

一些人坚持认为,我的破解“四色猜想”的第一公理不能算是公理,我现在要告诉网友,不仅那是标准的公理,而且如下的黎鸣全相邻数“三角”是一个全相邻(几何)“公理”体系,是一系列“公理”。

点(太极)的全相邻数                               1

偶极(阴阳)子的全相邻数                         1   2

太弦(线段)的全相邻数                         1   2   3

(球面、平面)面积的全相邻数                 1   2   3   4

(环管面)面积的全相邻数                   1   2   3   4   5

球体中体积的全相邻数                     1   2   3   4   5   6

环管体体积的全相邻数                   1   2   3   4   5   6   7

环管球体体积的全相邻数               1   2   3   4   5   6   7  8

关于体积的全相邻数,这里有必要加以说明,如果允许在体积中打洞,并进行灌塑,原则上可以有无限多,例如在无数多层厚纸上打洞,继而进行灌塑时所发生的情况。关于上述的“公理”体系,我的探索性的说明如下:

1,上面所述,即相邻几何学的系列公理。

2,一切事物均处于全面直接,也即全相邻的相互作用之中,换言之,“全相邻”即一切事物变化发展的最终极的动力源泉。

3,上述的“三角”表达了自然数递进的几何、物理、生理、心理,乃至全逻辑等方面的重要意义。

4,太极(点)的全相邻是宇宙中引力的来源,牛顿力学基础于此。

5,偶极(阴阳)子的全相邻是宇宙中电磁力和弱力的来源,麦克斯韦尔的电(磁)动力学基础于此,4、5同时也是爱因斯坦相对论力学基础的来源。

6,太弦(线段)的全相邻是宇宙中强力的来源,量子力学、核子力学基础于此。

7,上述的三种力(引力、电磁力弱力和强力)组成了宇宙中的三种最基本的原动力,它们是宇宙中“三生万物”的最基本的表达。

8,(球、平面)面积的全相邻数公理,顺利地解决了地图中的四色定理的表达,它很可能预示了初级生命力(初级生理“力”学)发生的基础,它与基因的DNA结构的表达具有显然的关系。

9,(环管面)面积的全相邻数公理,顺利地解决了(环管面)地图中的五色定理的表达,它很可能预示了高级生命力(高级生理“力”学)发生的基础。

10,球体、环体、环球体的体积的全相邻数,以及它的不断增大的可能性公理,很可能预示了人类智能力(智能“力”学)发生的基础。

11, 人类的知识基本上是从对事物表面现象的观察而来,而面积的最高全相邻数为5,这显示了中国古代人运用“阴阳五行”的理论归纳知识的部分合理性,现在的中国 人不能因为西方人的源于二元论逻辑的科学知识而完全否定中国古人源于阴阳五行的理论所总结的知识,这里主要指中医中药学知识;我们对待中医中药学的正确的 态度,应是从加深它的科学基础入手,而决不是一弃了之,毕竟它们总结了中华民族约三千多年的治疗与养生的经验。

12,从1到6的全相邻数是自然发生的精确的全相邻数,它们存在的自然的真理性作为全相邻几何的“公理”是理所当然的。

13,等于3的全相邻数特别反映了(面上)事物的最开放性、最自由性,加上前述的宇宙

中的“3”种最基本的原动力,可以明显看到老子“三生万物”和康德“三即是全”

的论断的正确性。顺便指出,我将提出的新的三元逻辑系统应即是全逻辑体系。

14, 再次提醒网友,球面、平面面积全相邻数只能等于2、3、4的命题确确实实是当然的“公理”,它不仅可以直观证明,也可以通过图论方法获得确切的证明,因为 它永远都只涉及“5 ”个极有限的面积,而“四色猜想”涉及的却是一个几乎无限数字的面积,它们之间能够“等价”吗?能够是“循环论证”吗?

15,黎鸣全相邻(几何)公理“三角”的意义和价值远远超过仅仅对“四色猜想”的破解;


这个就是网上‘民间科学家’的四色定理证明过程。



怀念初中

最有印象的是


刑事偵緝檔案I

刑事偵緝檔案II

刑事偵緝檔案III

常常讨论剧情, 男的讨论剧情以后发展, 女的讨论剧中哪个女主角漂亮, 好像还有人发起过问卷调查。

总是这些扯淡的东西记得最清楚。。。

II结局的时候有一句台词:如果你记得话我的话,就回头吧。下课还常常有人去演。

又一轮

下个星期, 我们项目里面的主要负责人要去度假了。 剩下我自己面对我们的UK Hedge Fund Client, 以前一直都是她挡在我的身前, 有什么问题都是她去和UK进行conference call进行沟通。 她在Goldman Sachs的经验和长期与CEO面对客户让她可以从容不迫,所以这让我对面对紧接着的下个工作周期非常害怕, 我还没有任何和UK的那些中年人们的Bargain Power。
我的CPT期间的评价表格刚刚拿到, 上面关于我的评价有一条,‘ 缺少处理事件时候的从容镇定,独立面对重要责任的能力需要增强’。 这个评价非常准确, 上一次在和UK方面进行conference call的时候, 我所能说出的东西就只有‘yes,I can finish that’ 类似的话。而我们CEO不止一次的告诉我, 你是这个方面的professional, 他们不是, 你要用你的知识引导他们, 不能让他们引导你,动一动嘴非常容易。
越来越多的事情不是知识可以解决掉的, 而更多需要用到语言和交流的智慧。 公司现在把更重要的任务交给了我, 我不希望让他们失望。
又是一个新的考验。

Something about recent.

最近很忙, 上班忙, 上学忙, 计划忙。 找工作,申请phd,申请毕业,做学业上的作业项目, 还有工作的项目。 要是碰巧又是在市场不大好的时候上班, 那就真惨了, 因为还经常有加班。


关于工作, 幸好没出什么错误,我们的CEO和senior analyst都还很赏识,所以日子不难过, 估计保留这个职位不难。 我的supervisor,那位senior analyst,看起来比我还年轻,就像是刚毕业的学生,但是已经有在四大顶级投行工作过4年的工作经历。我们vice president要是穿上校服,背上书包,回去哥伦比亚大学走走, 大家应该都会觉得他才20岁左右。 这个行业还是年轻人多。


在学校的日子越来越少了,但是始终觉得IVY PHD还是非常有必要的, 理由太多了。而且我也很想把phd当成学业上的中止, 而不是master。


再说说一些趣事,有一天下班,从WFC走去wall street坐地铁, 在隧道里面遇到一个金发美女, 向我打听WTC怎么走, 说着很不流利的英语, 我告诉她之后, 她好像没有听懂, 我还以为她是从欧洲非英语国家过来旅游的, 然后又慢慢的说了一遍, 然后她忽然问了一句:“Can you speak mandarin? "然后用一口地道的中文又问了一遍。 当时就把我弄蒙了。 后来用中文告诉她怎么走。


还有些华尔街新闻,merill lynch上周四wrote down subprime 80亿美金,创了华尔街之最,比较之下, cit和morgan等的30-40亿左右的亏损, 就算还好了。 今天wsj上头条就是merill CEO O‘Neal的离职新闻。 让我想起了同事常说的一句话:”Life is tough“ 


apple的Iphone的销量太好了,现在限制一个人只能买2部,旨在不让一些人有意图的囤货然后resell。本来想买一部玩玩的, 现在看来还是算了,因为不像我的朋友们那么发烧,而且299的好像已经卖完了。还是把钱投资到DSLR上面吧。Life is tough. anyway.


Working

05年还在学校的时候, 有一位华尔街银行家和一位获得了43届诺贝尔奖的教授还有市长来到我们学校演讲。当时只知道他们是非常成功的人, 他们在台上,而我是连挤都挤不进去的一名学生。
07年的今天,我在这间主营fix income的华尔街公司做了一名quantitative analyst intern。我们公司的一个5个人的小组接手了一个来自NOMURA的MBS,ABS 的default model,公司的CEO就是小组的组长,非常幸运,我成了这个小组的一员。
后来发现我们公司的CEO原来就是当年在我们学校演讲的那位投资银行家,而那位诺贝尔奖获得者正是他的PHD导师。
作为一个新人,很多关于MBS,ABS我的知识只停留在课本中学习过的, 没有任何实际经验的程度。 但是一进公司后,我们项目组长要求的严格让我非常不适应。每一个我经手的数据,我都必须可以详细的给出公式过程和正确性的理由,而且必须可以和市场实际水平相互检验。而1个百分点的区别常常会要求我在电话中从我设计的公式到得到数据的过程, 解释上1个小时。而我也试过在关于一个关键性的delinquency rate上面得到的结果和业界权威的数据提供机构不一致,经过和我们CEO的讨论后,最后采取了我设计的公式的结果,给了我很大的鼓励和信心。这段时间学习到的东西比上学学到的还要多。
昨天,CEO把我叫到会议室,跟我说因为我在工作中的表现,决定提高我的时薪和表示希望我毕业后留下成为公司里面的全职。
回想两年前在学校第一次看到他,有时无法不相信缘分。