Monday, January 16, 2023
Abulia
Abulia, apathy, athymia, lack of will, drive, or initiative for work, is related to dysfunctions with the brain's dopamine circuitry. Having defined my mood, I think it is the winter, the Arctic dark outside, and difficulties with the regulatory bureaucracy. After the breakfast coffee, I slept until midmorning.
Thursday, January 12, 2023
Hibernating
Cold and rainy outside. I am sleeping all morning. Lack of interest. Probably this is what they call depression. I don't know. Impossible to work.
Sunday, January 8, 2023
Eternal optimist
Yes, I think there will be no recession but a big jump in share values. Today I invested in Kenon. This company is building an electricity generation plant in Kfar Saba, a few meters from "the separation wall" from Kalkilia. Based on Israeli gas. I see it when I travel North on route 444. It is an investment in something "real", not a bitcoin that will evaporate as soon as somebody builds a powerful computer.
Saturday, January 7, 2023
New American Writing
Bloomberg writes:
A pattern has persisted in stocks the past year. A downdraft steepens, sellers get the selling out of their systems, and the market is left poised for an often-powerful jump.
What is an often-powerful jump? Maybe the opposite of a seldom-powerful jump? Are sellers getting the selling out of their systems? That is, formerly the sellers had the selling in their systems? Is this a pattern? Sellers getting selling into and out of their systems? Bloomberg is supposed to be the best financial paper in the world. I don't like this new language.
Thursday, January 5, 2023
Uncertain Start of 2023
The Economist says that 2023 will certainly be a bloodbath (in the bourse). Yet it mentions that Goldman Sachs’s researchers think share prices will fall in the near term, but recover by the end of the year. Deutsche Bank’s bullish lot reckons the s&p 500 index of large American firms will end the year 17% higher than it now stands. Another factor is the opening up of China, after three years of closure. They will buy up most of the raw materials and flood the world with cheap manufactures. So what is to be done?
I will ponder the question (the answer) the next week.
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