Friday, March 22, 2019

What the Hell is this?

At age 13 my auntie and her detestable husband moved out of our home and I received, the first time in my life, a small room only for me. That gave me the first opportunity to be alone and think, and thinking about who was I and what I was going to do in life, arrived to the conclusion that I was a self-reproduction machine and nothing else I could think of. In the absence of other ideas, I decided to fulfill the purpose of my body and reproduce, and then of my mind, and make money (we were penniless Hungarian refugees, seriously).  To make my objectives achievable, I put concrete quantitative goals to myself, so and so children and so and so dollars. It was 400,000 dollars, because that was the sum whose interest would amount to a good middle class salary in those times, about one thousand dollars per month.

In a few years I completed those objectives but for some reason, I cannot stop. I mean I am past the age of sex, but keep working without actually knowing why. I have a pension and children are grown up and independent, so I work because I like it and doesnt know else.

I kept thinking about what the Hell is where I am and what I am supposed to do here, but did not advance a iota. This Hell is very strange: the universe appears to be expanding faster than the velocity of light, which is an absolute limit, so humans will never reach the border of the universe and have a look what is there outside. On the other hand, we shall never know what is what we are made of, as the quantum realm "down there" is indefinite and nothing is real. It is like somebody put us definitive barriers that we can never break and discover the truth. We may be a simulation or we may be God's creation. Why should God busy itself in creating the universe? The Jewish answer is to be its holy people and sanctify him or whatever.

Whatever. Now I continue working, planning a mikveh. For money,of course. 

Thursday, March 21, 2019

Walking tour in Tel Aviv

Yesterday I had to visit an underground storage on the HaArbaah street. The area had been an ugly industrial site and the Municipality transformed it into a nice open space. It was a sunny spring day and spend an hour drinking coffee and watching the giggling girls in their  fancy Purim costumes. Before the Liberation War it was a German village called Sharona, but when the Nazi forces approached from Egypt,  the British evacuated them to Australia. Instead of the original farm houses, hundred meters tall office buildings provide shade looking like Singapur. It was Purim, and Tel Aviv is a happy city with a young and active population. I like it.   

Friday, March 15, 2019

Purim

Granddaughters dressed up for Purim (our own tribal  carnival). 

Financial insight

During the current bull market, deflationary assets (industrials, technology, financials, communication, consumer discretionary and real estate) have greatly outperformed inflationary assets (commodities) for most of these past 10 years.

I"ll sell CIL the potash company.It had a great run under Mr Doyle, but he is gone. 

Thursday, March 14, 2019

Depression

I lectured today in Ariel, the students got interested in the Middle East water economy and arrived home late. The ICON Design Center gym project meeting (I was absent) ended well. Ireceived an ugly mail from the Vaad HaBayt (the house consorsium) because a humidity issue and that ended my bliss and depressed me. Tomorrow will be a new day.

Yesterday I sold shares of the Israel Corporation and today they sunk 5%. The owner decided to get out of the oil refining business and to sell his shares in BAZAN the Haifa Refinery. I have sold at the peak, for once. Today I read that the Eugene Wigner paradox, that in the quantum realm there are no facts, has been demonstrated. Two persons can see the same "fact" differently and both be right. How can that be? No one knows. One possible solution is that the universe is a simulation. But who would create such thing and for what purpose?

Tuesday, March 12, 2019

Alexandria and the scientific consensus

The  congresswoman knows  what scientific consensus is:  “It is basically a scientific consensus that the lives of our children are going to be very difficult, and it does lead young people to have a legitimate question: is it OK to still have children?” 



One thing is admirable and encouraging: the American political system is open to advancement of minorities and women (regardless of their intelligence or lack of it).  

Swimming up river

I am having a stressed a period with much urgent work and little sleep. In the class today but I gave a wrong answer and it was noticed. I had much cash in my pocket and lost it, probably in the toilet. It is difficult but I am not depressed. There are few people of my age working, I am meeting boys and girls less than half my age.  This month I am paying ten thousand dollars of tax and yearly accountant fees, and today I sold some losing shares. Nothing special. I should be angry and depressed but I am not.