Wednesday, December 27, 2023

Willing myself to work

 


It is a cold and dark winter day outside. Everything is well, I passed the annual car test, money is dripping in, TASE is rising nicely, the war(s) are being fought and in the last three days there were no rocket alarm in this town. Yet I am not working as I should. I have nothing else to do, but have little interest in current projects. Soon I shall start withthe Shtulim project.  The internet tip of the day:

 JUST DO IT

Don’t waste time. Instead of waiting around, willing yourself to feel motivated, what if you just went ahead and started doing the work you know you need to do? Sometimes jumping in and tackling what needs to be done is the best way to get focused and excited about the project at hand.

Tuesday, December 26, 2023

INTEL CONFIRMS 25 BILLION FAB IN iSRAEL


 INTEL has one fab in Kiryat Gat, Israel, and it is satisfied with its reliability. 17% of its employees are currently in reserve duty while Israel is being bombarded from Gaza, Lebanon and Yemen (!). Yet Israel has not missed even one date. INTEL has confirmed the ampliation of the existing fab by 10 billions (in construction) and 15 billions additional in 2025. 

On the other hand, its competitors in the USA are having difficulties in building production  facilities. From Zero Hedge:

Taiwan Semiconductor Manufacturing Co. revealed its mass production schedule was postponed from late 2024 until 2025 due to a shortage of skilled workers. 

"We are working on improving this by sending skilled technical workers from Taiwan to the US," Liu said on a conference call after earnings in July. 

Besides a shortage of workers, Bloomberg noted, "US environmental permit issues and the Biden administration's slowness in delivering financial support have been plaguing domestic chip projects."

Also, chipmaker ASML Holding NV recently warned that lawmakers in Washington, DC, do not estimate the complexity of building new factories.

"People don't seem to realize that when we start building those fabs across the globe now and are everywhere, that skill has been refined over the last couple of decades in only a few places on the planet — predominantly in Taiwan and in Korea and a bit in China.

"Getting access to the requisite skills and skilled workers to keep the construction plan on time is a challenge," Peter Wennink, chief executive officer of ASML, said earlier this year. 

Saturday, December 23, 2023

Gaza Winter WAR


Gaza underground tunnels. ZAHAL is fighting.


New Times


Since the early 2000s, hard-core cultural Marxist progressives have seized control over the U.S. education system at all levels. As a result, young Americans are emerging from high schools and universities with values unlike anything we have ever seen.

The new American values are built around a division of humanity into two classes: oppressor and oppressed. “Oppressors,” young Americans now believe, are evil and must be punished. “Oppressed” are pure and must be empowered. The United States is the chief oppressor. Its social and economic orders must be radically transformed to expiate its sins.  (From Caroline Glick).

Friday, December 22, 2023

The market dismisses the Gaza War


We are in the third month of the Gaza War, and TASE levels have reached and surpassed its pre-war heights. My impression is that the investors feared more the civil disorders of the "Democracy" protests (of course, it had nothing to do with democracy, it was organized by Ehud Barak and the intelligence services, to overthrow "Bibi" Netaniyahu without a democratic election) than the current war against HAMAS.  In fact, the US$ returned to 3.6 shekels, where has not been for a long time. Israel is cheap again and we are prospering.  The leaders of HAMAS (pic) are still fighting. 

Wednesday, December 20, 2023

Why is ICL potash fertilizer so cheap?


 I don't know how the price of potash fertilizers is fixed. But is losing altitude and is about to crash. Should I throw it out of the Montgolfier to alighten its weight?

Friday, December 15, 2023

Novedades (Spanish)

Novedades en el Mundo: Nacio Ivri, cuarta generacion kibutznik , nieto.  El peso argentino devaluado y los precios se doblaron.  La demanda de procesadores explota a 1000 billones de US$ por ano, y yo apuesto a AMD. ZAHAL combate bajo tierra. Sone que retorne a Yamit.

Sunday, December 10, 2023

Phlebotomy

 

    Around midday I received the results of my blood test taken at 800 AM. Kupat Holim is super-efficient. Everything within normal limits, except for ferritin, which is 450 mg/lt or so (300 is normal for men). What is the meaning? My body hoards iron within a protein capsule (see model left). It could be hereditary, could be some kind of anemia, could  be liver problems. The internet says phlebotomy (blood letting) is indicated. Wifey says I always had excess ferritin. I don't know, I have no iron spots on my hand, but they sure will appear with time. Life is finite. So depressing.   

Saturday, December 9, 2023

Coffee

 


Coffee contains Vitamin B2, magnesium, polyphenols and other compounds that have antioxidant properties. It is therapeutic for liver disease and can reduce risk for heart disease, diabetes and some cancers. Drinking three to five cups a day “has been consistently associated with a reduced risk of several chronic diseases.”

Friday, December 8, 2023

0.7 Genetic Distance


"In no time period were there (in Egypt) populations that seemed to be even close to SSAs. Western Bantus score around 0.7 distance. This isnt races apart or even subspecies apart (using the same standards regarding genetic distance that we apply to animals, this is species apart)."

Thursday, December 7, 2023

80 countries to avoid

 

The Authorities are sending an Alert to Israeli citizens showing the 80 countries to avoid. All Africa, most of Europe and South America. Even Argentina is dangerous for us.

Wednesday, December 6, 2023

Winter Blues


I got the winter flu and feel down. I almost did no work the last week. The war is too long, the media is overflowing with anti-Jewish hate. HaAretz and X are disgusting. Many reserve soldiers have been in Gaza for two months. 

I am planning the drainage system of a farm in Hemed, near the airport, and the internet has no information on rainfall intensity. Before this war, such data was available. Now it has disappeared. I feel a change in the internet. 

Much in the media is fake. The pic above is, they write, a tunnel shaft. It could be a rainfall drainage facility. They say the army is preparing the flooding of the tunnels in Gaza, but the pics in the media are unconvincing for this professional. The infrastructure of Gaza city must be broken and leaking. The papers say the filling the tunnels may take weeks and endanger aquifer quality. If really there are 500 km tunnels, we need 500,000 cu.m. seawater or somewhat less. But it implausible that HAMAS had excavated manually such volume of earth and sand. It is amazing that Gazans are not escaping by sea or by land to Egypt. Their Arab brothers may be shooting them on sight.  And in Gaza they are fed by the UN forever. American commenters say that the 30,000 strong HAMAS is largely intact. It has not surrendered and is fighting.   

Sunday, December 3, 2023

Doing what it's got to be done

 


The world media is full of indignation against the brutal battle to erradicate HAMAS from Gaza. They said nothing (they approved) the murderous Palestinian attack against peaceful, hardworking villages in their neighborhood. The burnt, they raped, they took hostages, they exhibited naked Israeli girls in the streets of Gaza. They and the world with them, enjoyed the humiliation of the Jews. Now we are trying to make sure that those scenes can never be repeated. I approve because it shows that we are alive and our will to survive in this horrible Middle East is strong and decisive. Zahal is doing what it has to be done if we are to live. 

Saturday, December 2, 2023

BLU-109 is what we needed

 The BLU-109 bunker buster hardened penetration bomb used by the USAF is designed to smash through concrete shelters and other hardened structures before exploding. The BLU-109 has a 25mm thick steel casing, filled with 240 kg of Tritonal. It has a delayed-action fuse. America has given us a few of them so we may destroy Iran's nuclear factories.