Good question. Can you explain it Jon?-J. -------- Original message --------From: cody dooderson <[email protected]> Date: 9/22/26 7:43 PM (GMT+01:00) To: The Friday Morning Applied Complexity Coffee Group <[email protected]> Subject: Re: [FRIAM] Laplacian Spectra: a continuing saga What am I looking at? Specifically what do the edges represent? I understand there is a similarity threshold, but I don't know what the underlying data is._ Cody Smith [email protected] Mon, Sep 21, 2026 at 10:24 AM Jon Zingale <[email protected]> wrote:For those interested parties, here is a relatively thin slice of the network I’m working with:https://jonzingale.github.io/lrg-dynamics/index.htmlWhat is particularly interesting in this dataset is what happens around “Liberation Day Part Deux,” as well as the points when traders begin taking the oil shocks seriously.A few months ago, Bloomberg quoted me $10k for its Wilshire 5000 supply-chain dataset. It includes the top 100 suppliers and customers for each Wilshire 5000 constituent. I thought it could be interesting to compare the network implied by my derived flows with the more rigid network of known contractual relationships.It is beautiful to see the market trading together for such a long time and then as the shocks come rolling in, traders pivot to more defensive posture of siloed and mostly top down factor-based clusters. .- .-.. .-.. / ..-. --- --- - . .-. ... / .- .-. . / .-- .-. --- -. --. / ... --- -- . / .- .-. . / ..- ... . ..-. ..- .-.. FRIAM Applied Complexity Group listserv Fridays 9a-12p Friday St. Johns Cafe / Thursdays 9a-12p Zoom https://bit.ly/virtualfriam to (un)subscribe http://redfish.com/mailman/listinfo/friam_redfish.com FRIAM-COMIC http://friam-comic.blogspot.com/ archives: 5/2017 thru present https://redfish.com/pipermail/friam_redfish.com/ 1/2003 thru 6/2021 http://friam.383.s1.nabble.com/
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