Chestnut + Hazel: Letters from Washburn Road

one thing that I often face that impedes my ability to get anything done is the avalanche of emails that I have to deal with, or that fall into my mail box. I obviously don't read them all, but I usually scan them to see if they contain anything important.

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Thinking. I'm going to hold off on looking for work right now. or looking for an internship or anything like that.

I really should just be focusing on school right now.

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Class Notes Starting September 14th, 2022

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what else is on my mind? Just facing quite a few challenges lately. It seems as though everywhere I go, someone or another tries to instigate a reaction. and it isn't always clear to me why.

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June

July

and

August

were kind of a blur

same for the first part of September. I think that I went on four road trips this year. really long fucking road trips.

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way passed it's expiration date.

Archived Content 09/25/2022 06:13 PM

Note: This is kind of a running page of notes.

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I really don't want to wear hats anymore. I feel like they give me a headache. One thing I realize from being in Texas for several years now, is that, it's hot, and humid, and it's really easy to get sweaty and smelly.

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I would like to think up a new series title, but I really can't come up with anything. I really can't think of anything.

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This is where the orange juice

sends the lemonade to the martini.

this is where the mimosa and the

mojito drink and eat and feel

the ends of the earth.

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okay, so here is the issue. currently. i might be able to get some work done, but i'm not entirely sure about that. it's fifty-fifty.

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Note: This is kind of a running page of notes.

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it can be kind of difficult to get anything done around here. a total fucking nightmare. I doubt that any of us can really get anything done.

it's kind of such a nightmare. to get anything done/ it can

Placeholder, still h

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im not an indolent moron, nor am i an insolent ingrate. im tired. thats it. i guess it's a smoking room.

i ended up smoking in the room anyway. dont worry. i didnt have any fucking food. so i ate the nearest thing available.

anyway. i know it took me a while to return to dallas, but, i figured that time was not of the essence, since compound interest is the most powerful force in the universe.

however. i have to figure something out. i cant find my fucking calculator. i havent upgraded since 1989. i dont even know if i still have that thing. shit.

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always. if i visit Kentucky. i invariably manage to take the route back to dallas that passes through nashville. or vice versa, like last month.

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This is the Third Time, September 3rd, 2022

anyway.

kenneth larot yamat is currently subject to a nondisclosure agreement with an undisclosed party.

should any specific remarks be made about his complete inability to perform cunnilingus from monday 7:02 AM to monday 7:77 AM be discussed with anyone other than the appropriate parties invloved, he will be in violation of said non-disclosure agreement, the breach of which will require significant compensation in the form of additional specific performance of additional cunnilingus or additional performance based compensation in the form of substantially more intense cunnilingus for the remainder of the current artistic performance of completely unsatisfactory cunnilingus, requiring an additional cunnilingus session performed with all deliberate haste.

should he smell like anything other than pussy juice upon his return to his current residence, he will be subject to nothing less than multiple additional performances of additional cunnilingus.

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some young man made a defamatory remark a while ago. young. but thats the way it goes for kids his age. well. he left. so.

well. any chance he could. you know. he is.

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i dont know whats up. but. i think someone out there is accomplishment blocking me. i tried to head back to texas so that i could attend class in person, however, as soon as i left indiana, there was a fucking monsoon, or fucking invasion from outer space consisting primarily of rain drops, which kept falling on my head. so i put on my hat.

i dont feel like drowning to death. right now. i asked the sheriff for directions, he said theres a hotel in the big city. i got there. and there was no hotel. i guess i should have asked the deputy, but either he didnt have a deputy, or the deputy was in invisible mode. so.

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When I think about. I don't know what to say.

this is the third road trip in 3 months. i'm tired. and. im just so irritable.

i want to be nice, but, sometimes i end up in places i dont really want to be.

i really don't want to withdraw from school. i think that the discipline i'm pursuing is an important one.

i just don't know why i face the challenges that i face.

but this third road trip. really. even though it has been a nightmare, i don't think that the outcome will be as terrible as.

i just don't know what to say.

i really want to finish the program. im heading all the way back to texas. again.

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so. i dont know. i was planning on just continuing to work on the project, but, i might just withdraw from the class entirely, and re-enroll next semester.

i realize that im not really the type of person who can work with just anyone.

so i really have to think about how to approach things until the end of the semester.

i have to think about why it wasn't a good match, but, she was working, and going to school at the same time.

and. i really don't know what to say about that. technically im working right and going to school too.

i dont have an employer. because im self employed and in the publishing business.

you know what. i never incorporated chestnut and hazel, or even got as far as registering an it as a company.

id register it as a partnership, you know, as the most logical next baby-step, but i feel that listing

kenneth larot yamat,

and

kenneth larot yamat, the one and only

as partners

would be perceived as facetious.

and i havent officially registered trademarks for chestnut and hazel, chestnut & hazel, or chestnut + hazel.

maybe this is a sign that i should go ahead and do that.

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Okay, i figured something out.

the .prn file isn't for a pocket calculator, although it can be used in one,

it's for SAS, or the statistical analysis system.

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this is really funny. i was trying to figure out what a .prn file is, and it's used for pocket calculator spreadsheets.

here is the thing.

okay.

i had a ti-89 titanium

so i never bothered to learn ms excel, or, well. i guess i mean, i didn't really.

i mean in terms of years ago, when, i was in class and we had something or other to do in ms excel, i would just follow along using my ti-89 spreadsheet, rather than following along in ms excel.

but the .prn file that i was trying to open earlier was probably from a spreadsheet that was exported from someone's pocket calculator, and then uploaded to where i can download it.

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today is tuesday. what did i get done today?

so. i think i figured something out to the internship / work search issue.

i'm going to use the bloomberg terminal.

anyway.

that's exactly what i tried to do this morning.

i figured that. since today is tuesday. i can work on something other than coursework.

so i worked on the work search.

i didn't know where to start,

but

only in the sense that i didn't know

where

i wanted to start.

so i just started exploring the tabs.

anyway. a lot of the companies that i'm interested in don't really have any openings. many don't even have a career page.

so.

i just mailed out a bunch of hand written letters.

the first company I called up. i mentioned that they were listed on the campus job board, but when i went to their website, they didn't even have a career page.

the person who answered the phone mentioned that they didn't have any openings, and they rarely have open positions.

so i figured i'd mail them a letter, saying that i'm interested in working for their company one day.

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what's on my mind right now? Tuesday. tomorrow is tuesday.

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it was kind of tedious, but I did it. i really have to figure out how to put this into words. but I went ticker by ticker. i mean. it didn't take a hell of a lot of time, but it really was tedious. really tedious.

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There was one silly issue that I had because, I don't know what this would be refered to in the spreadsheet application that I typically use, but:

It's Called Freeze Panes / Freeze Rows.

Silly.

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So here is one thing. I need to use two sources, I need to use Bloomberg for the Expected Returns, and I need to use State Street for the weights within the index.

see screenshot below.

I'm trying to highlight how I'm using the information from both sources, Bloomberg and State Street.

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Below is a screenshot of the "custom" tab for the watchlist analytics function, and I'm wanting to put in a formula, but I don't know how to format formulas for the Bloomberg Terminal.

the issue is i want to be able to do Excel Stuff without opening Excel.

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okay. so there are more screenshots here than i can really discuss.

i'm looking at the watchlist analytics for S5INDU and S5MATR in the Bloomberg terminal.

There is one thing that I'm interested in. and it's the tap at the far right that says "Custom"

I tried working with it, but, I haven't come up with anything.

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i think that i figured something out.

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S5INDU is the ticker of the industrials index - XLI is the ETF that tracks the materials index

S5MATR is the ticker of the materials index - XLB is the ETF that tracks the materials index

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so what was it?

it was odd.

the sectors i intended on focusing on was materials.

how it works in this class is that industrials and materials are grouped together for the purposes of group assignments.

i remember when sectors were being assigned, the person who is my current group partner called out industrials, and i called out materials.

so i was under the impression that my group partner would want to work the industrials sector.

but when we spoke today, my group partner mentioned wanting to focus on materials.

but when we had minor group work together, my group partner went into the industrial set first, and then the materials set next.

this isn't a problem. really. but, i just don't know. if this is going to continue to oscillate back and forth or what.

what i'm thinking is. it really might not matter, the reason being that even though i might like materials, if.

well

it just shouldn't matter if i look at industrials or materials.

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so what happened the other night? well, i was at the library later, I think about 45 minutes after midnight, I wanted to get a bunch of stuff done, but, I was tired, and there seem to be as many distractions during the night as there are during the day.

anyway. I want to continue working on my paper.

so in the example student paper, correlations are drawn between the index performance of the financials index, as well as the performance of the real estate index.

what what should I look at in my case?

what I'm thinking about is looking at the various correlations between the materials sector and various commodities.

so in the screenshot below i'm looking at the historical beta for the materials index and the

i think this is brent crude?

let me look.

okay, so it's WTI crude, but what does that mean?

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now what the hell was i thinking about? I think that i'm somewhat tired, and i'll come back to this later. it's just usually so crowded around here that I really can't get anything done, and I think that it's more or less the same issue.

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well, i think that i've found something that I can amuse myself with whenever i think that i'm becoming distracted.

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but it's basically this. I have an idea, and it is an amazing idea, and I think that most people will be impressed by it, if it can be executed in a way that people find interesting, and I think that most people will find it interesting because even when I just think about it, I'm intersted in it myself, and you think that most people will be interested in it, but, they probably won't be interested in it because it is such a trivial thing to pursue.

here is what I think about most things.

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I can't figure out what the hell I was working on earlier, but I have found something that I'm interested in. I really have, and I think that I want to explore more of what I'm doing with this. and this should be the most amazing thing that will ever happen to the universe, and people all around the universe will be amazed with what I'm about to produce, and I will be quoted the universe over, by other sentient life forms, and even non-living forms of sentience,

inanimate entities, and consciousnesses from the void will come.

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well. i'm going to start here:

I'm going to look at the components in the materials sector of the S&P 1500 index.

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Well. truth is. I'm not sure where I was going to go with bond yields for the materials sector, I think what I wanted to do was to check into.

I guess somehow figure how sensitive the materials sector is to interest rates. I could probably use the other chart to figure out a correlation between the two.

like um. ten year treasuries and xlb.

but i'm sure that. um.

i really want something more accurate.

I want to figure out what each company is actually paying in terms of interest coupon payments and how this interacts.

but i'm going to forget about this for now and look at something else. but what was it though? for whatever reason I can't recall what the hell I was thinking about.

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I wanted to look at something, but I'm not sure where I'm going with this. What I think I was trying to look up, was.

I wanted to search. something like bonds. or. i wanted to see how the bond yields compare for companies listed in the materials sector, and compare these to dividend yields for the same companies, but here is the thing.

I'm not sure if this would really mean anything. I'm

I guess. I'm currently under the assumption. that the bond yields should be comparable to the dividend yields, but I'm not sure why I'm assuming this. I guess, I'm not sure what makes me think that the bond yields should be comparable, so I'm not sure why I would want to figure out if the information in the Bloomberg terminal would either confirm my assumption or suspicion or hypothesis or what.

there are other things that I kind of want to look into here as well.

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anyway. I think that this is as much note taking as I'm going to do for the day, and then I'm going to head home.

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So I think this is the 5 year Volatility and Risk analysis, and the citation for this screenshot should be styled as:

S5MATR Index Historical Beta 5 YR, via Bloomberg LP, Accessed August 28, 2022

Notes:

Historical Beta

and

Regression Analysis

are the same thing.

I think, unless I'm missing something.

What I mean is, it seems that when a person is trying to determine the historical beta of an index, or some other security against a benchmark

it's the same thing as performing a regression analysis of an index or some other security against a benchmark,

and it's possible that I already learned this at some point in the past

or maybe someone already told me this before, or maybe I came across this somewhere or another.

anyway.

the reason I'm fussing over this mentally is that the other day I said something like:

"So I would basically pay twice as much for the full set, right?"

and then the guy said

"No, you would just pay double for all four over the quoted price of just two."

and this is always annoying because, it's possible that two people are saying the same thing using different words, but there is always one person in any conversation who really doesn't understand that the same thing can be said in multiple ways.

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I figured out how to put all four of the things I'm looking at into a single chart, the only thing is, is that it isn't very interesting to look at.

SPX Index Comparative Returns, 3 Year, via Bloomberg LP Accessed August 28, 2022

so the part of the assignment that I'm trying to work on has me look at:

Price Performance, Total Return Analysis, Volatility and Risk Analysis, and Those are for YTD and 3YR Periods

and Positive Alpha over a 5 year period.

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The next thing that I want to do is look at the ETFs for the S&P 500 Materials index vs the ETF for the S&P 500 index

The Citations should look like:

XLB US Equity Total Return Analysis, 3 Year, via Bloomberg LP, accessed August 28, 2022

the second would appear as:

SPY US Equity Total Return Analysis, 3 Year, via Bloomberg LP, accessed August 28, 2022

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So what I'm I supposed to look at next?

Okay, so I need to compare the Total Return for S&P 500 Materials Index against the S&P 500 Index.

the issue here is that I need to put the total return for both indices into a single graph, and not have 2 separate graphs, but I forgot how to do that.

anyway, as far as citation styling goes, I think that I would style the first as:

S5MATR Index Total Return Analysis, August 26, 2019 - August 26, 2022, via Bloomberg LP, accessed August 28, 2022

the second would appear as:

SPX Index Total Return Analysis, August 26, 2019 - August 26, 2022, via Bloomberg LP, accessed August 28, 2022

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So what I need to figure out next is:

How do I put this screen shot into the appropriate citation format? I'm thinking it should be:

SPTRSC15 Index Members, August 28th 2022, via Bloomberg LP, accessed August 28th 2022

with an in-text appearance of:

(Bloomberg, 2022)

here are a few things that I want to do with the paper.

one is that I want to use the Bloomberg Terminal as the primary resource, and if possible, the only resource,

and

I want to keep whatever graphics and images and charts that I use in the paper and class presentation to be screenshots and screen captures from the Bloomberg Terminal,

the other thing that I want to mention is that when i'm searching the materials sector, I'm alternating the columns between the GICS and BICS classification systems.

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It really annoys me when the weather is hot and windy, because I want to keep the window open when it's hot, but the shades won't stop moving when it's windy and the window is open. I'm thinking about Sunday, and what to do on Sunday. I didn't apply for any internships or positions since I last wrote about wanting to find one. There's this endless competition between my desire to work on things of personal interest and things of professional interest, and educational pursuits are kind of a combination of both, or maybe educational pursuits are at the intersection of personal interests and professional interests.

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One thing about putting notes on my blog from sources around the internet is that I think it might make more sense to take screenshots of what I find, rather than copying and pasting the material because I file copyrights on the text from my blog, and I obviously can't file a copyright claim for text that I didn't write myself, so to prevent me from accidentally filing a copyright claim on someone else's content, I'll just make a reference to other people's content using screenshots, rather than copying and pasting the text.

There is also this other issue with inserting images into my blog. The issue involves where the lines break, and I guess I just figured out what happens. so I guess I answered the question to the issue that I was having. so there.

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The sector analysis paper is due before the Bloomberg Certification is due, so, I guess I'll get started on that first.
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i went out to eat. i was on campus for
several hours doing course work. what else?
I think that I'm going to work on something.

when I got home after going out to eat. and
spending time on campus. and then going
out to eat again, i um. had trouble turning
on my laptop and i was really frustrated
about it. but i eventually got it turned out.

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I'm tired. and hungry.
it's 330 am.
what could i eat?

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I submitted a copyright claim for the previous post
and I'm thinking that for this post I'll just make it
one big
well
what i'm thinking is that i'll take a different
approach to how i format this post and
i think that i'm going to skip out on creating

lines between newer content and older content
and i'm not sure how this will look or how it will
appear. but i guess i'll see.

nah. you know what. now that i think about it. i do
have to create marks that separate one train of
thought from another train of thought and kind
of demarcate where one train of though begins
and where one ends. so

never mind.
well. i kind of want to head back to campus to
get some work done at the library. i think that today
i spent about 3 hours in the lab. i went to lunch at

11 AM, arrived at campus around 1 PM and left
at around 4 PM. or a little after.

there is an event at the stadium and it's packed and loud
and noisy and i think that i'll wait it out for now. i did
get an email from the student newspaper, and it had
an article or an advertisement of an information
section about student housing options that are on
campus, and i think that i'll explore those at some
point.

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Back Home, September 9th, 2022

i dont know what happened the other day. but i seemed to have irritated the bartender at this pizza place i went to. i really didn't understand what happened.

she seemed upset about something. she said that she wanted me to leave. so i paid and left.

a guy chased after me, and said: "No one here thinks that's funny."

and i still have no idea what i did, or what offense i committed.

i remember, i asked where the basil was, and a woman behind me said:

"the toppings are placed underneath the cheese here."

and i responded: "you're right about that, i've eaten here before."

and then i just sort of went at it with my pizza,

and then the bartender became upset.

my nails were dirty, really dirty, and i was eating two slices of pizza at a time. like a pig.

and maybe that was the thing, she was irritated that i was eating like a pig.

but.

i think that i was eating with a fork and knife first, and then

i started eating with my hands.

maybe i should just change my major or something.

i really fucking wanted to go to school, but, i don't really know what the hell to do.

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