The Learning Diary
One of the Martians (Szilard). Old Jew from Budapest.
Wednesday, February 11, 2026
Estancia La Porota
Tuesday, February 10, 2026
Claude, the Uberchochem
My NICE stock has lost about 50% over the last three years, and I tend to sell underperforming stocks. Today it was rising 1%, so I sold it all. The stock is now rising 2%. I asked Claude to analyse if I made a mistake, and he made a very long analysis and said that NICE was cheap, and I made a panic mistake. That was the article in The Economist that AI is going to harm software factories, and I was in panic. He gave me a long list of advice.
Later, I asked him to make a long-term analysis, and yes, it must be in some kind of price-trap and did well in selling. It is confusing, too clever and a half, capable of explaining any decision very intelligently. Anyway, I am out of NICE and looking for an alternative. I'll not ask this chatty AI, too uberchochem and parlanchin.
Sunday, February 8, 2026
Family a Hundred Years Ago
The tall man standing on the left is my grandfather Duved, and the beautiful woman sitting second from the left is my grandmother Anna. I think that she is sitting next to her mother, that is, my great-grandmother.
Saturday, February 7, 2026
Jeffrey Epstein lost 3 million dollars in Argentina
In 2018, Epstein lost 3 million dollars on his Argentine investments. He should have consulted with someone who knows the country (moi!) before betting even one dollar on Argentina. Argentine bonds were a very, very speculative investment. Year 2018 was brutal for Argentina, the peso lost 50% of its value, Argentine bonds collapsed, and country risk rose by over 600 points. He was a bad money manager.
JPMorgan paid a 250 million dollar penalty for managing the Epstein account. The reason is that he retired 40-80,000 US$ cash regularly, and he made suspicious payments to young women (2-10,000 US$) for tuition or educational expenses (when he had been condemned for sexual crimes). Epstein was a sex offender and had no regular business justification for his operations, and the bank knew it.
Epstein needed to maintain the high-class island whorehouse to keep his connections, and the Bank did not dare cut his account because of them. In addition, he enjoyed the sex. It was the Giuffre girl who wrote a book and killed herself, who blew up his operation and caused his death. President Trump said that she had been working as a masseuse in his Florida hotel, and Epstein stole her.
Friday, February 6, 2026
The Over-Empathy Mental Disease
All the sustainable energy ideology is based on some kind of empathy with the Earth goddess, which is being hurt by artificial power generation like nuclear, oil, and coal. It seems a sick desire to be good and in harmony with the universe. But the universe is indifferent. It is an unfeeling mechanism. No prayers or human sacrifices will move it. Honi HaMeagel may sit forever in his circle in the sand to force god to send rain, but the universe is indifferent.
Tuesday, February 3, 2026
Comparsa Ita Bera
The village of Alvear has grown since I worked there. Now they have a full-fledged Carnaval with comparsas (companies) of street dancers. She is from the Ita Bera (piedra brillante in guarani) comparsa. Streets are asphalted, there are lots of cars and bikes, and a new generation I've never met. I chose this pic not because of the fantastic carnival dress, but because the girl lacks canines, a mutation I share. I have no idea how she could.