Friday, November 12, 2021

ZEBRAS

 Medical students have been taught for decades that, “When you hear hoofbeats behind you, don’t expect to see a zebra.” In other words, look for the more common and usual, not the surprising, diagnosis.

People with rare and chronic diseases spend years searching for answers:

“But you look normal”

“You’re too young to have so many problems”

“You’re too old”

“You can’t have that, it’s too rare”

“No one knows what that is”

The zebra became our symbol because those with Ehlers-Danlos syndrome and hypermobility spectrum disorder are the unexpected. “Sometimes when you hear hoofbeats, it really is a zebra.”

A group of zebras is called a dazzle. 

I never heard of this EDS and now, because of twitter, cannot stop thinking of it. Am I a misanthrope? I am not. But now, I imagine hearing the voice of my Uncle Ivor:  BASTA DE BOLUDEAR  - Fang jetzt an zu arbeiten!

Beating inflation

 Over the long-term stocks have produced the best gains after factoring in inflation, wrote Suze Orman. Bonds and cash struggle to keep pace with inflation; only stocks have a track record of earning more than inflation. Buying bank shares gives exposure to higher interest rates. She adds agriculture. 

I think real estate and art are also good. Stock gains are taxed 20-25%. Real estate gains and rent are not taxed. The minus of real estate is that it is illiquid. Maintenance and dealing with tenants are disagreeable.  

Thursday, November 11, 2021

Garrulus or the Blue Bird of Happiness

 

This bluebird appeared this morning in my window. It is a good omen. It augurs happiness and success. 

For one, we have a new doctor and first thing she sent us to a complete blood test. All the parameters are normal, except low Vitamin D. I am taking daily drops. I am in remarkably good health for my age. 

If I control my blood pressure I may work five years more, till 2026. I shall focus on work, which will keep me alert and entertained. 

Wednesday, November 10, 2021

Those who know believe in Israel


 Those who know what is going in the world are the internet giants like Google, Microsoft, etc. The world's information passes through their computers, could be that they open letters and they make the connections, and extract conclusions. The fact that Google is investing and building server farms in Israel and laying a 500 million dollar optic fiber cable to Europe means that they believe in the long-term strength of this country and its civil order. It seems to me that they compared alternative sites, like Syria, Lebanon, Egypt, Lybia, etc., and decided on Israel. Good. 

P.S.: On the above map, we are non-existent. Yet there are more Israeli unicorn startups than in all of Europe. We Jews are amazing.

Tuesday, November 9, 2021

Delek


Delek is an Israeli oil company that was not long ago valued as almost worthless. Now its subsidiary Ithaka bought the Japanese Marubeni and suddenly the stock is rocketing. Marubeni is a complex trading corporation, it is much involved in coal. Israelis are incredibly courageous and fear not the blackening of their hands with fossil fuels.  People are pumping money into Tel Aviv (and Wall Street. London is decaying). Today I bought TEVA. 


Sunday, November 7, 2021

Potash at 800 $/ton


 The Israeli potash manufacturer produced its quarterly results (see transcript) and I was happy that they were selling to Brazil at 800 $ per ton. That is a very good price. Yet the share price in TASE Tel Aviv fell about 1%. The market appears to feel a slowing down in this quarter. I bought a lot, I have confidence in this product and this company. 

Discovering a new world

 

The world of Twitter. It makes me difficult to focus on my work. A girl posts almost naked pictures and writes "Please somebody fuck me". Somebody answers I shall be glad to be at your service". The girl answers "ichs"=pfuiia. Down Oded Kramer explains that an open desire does not mean that she is looking for a stranger. This world is new to me, I am from another era. I am a "boomer". 

I assume these are all kosher girls, they are studying and working, fast reaching their "sell-by date". What they want is a husband or at least a stable partner. They are offering easy sex only to attract candidates. They are constantly depressed and crying after each "date". It is rather hard for these girls in the current society. I pity them. 

I"ll stop reading their messages on Twitter, I cannot do anything for these girls nor with them, and certainly cannot change Tel Aviv's free culture, but they distract me from work. These days I start my day in front of the computer early in the morning and after answering business correspondence and phones, I am tempted to give a look at social media, and voila! it is lunchtime. And the projects on the table start to accumulate and with it the pressure.