Monday, January 22, 2024
Big MIss
Apparently, I have a meeting in Gadera today but I was not aware of it and am not going. End of a good client relationship. I slept too much yesterday and am dazed.
Saturday, January 20, 2024
Flying Spider Catches Drones
An innovative defense flying robot spreads out a net to catch enemy drones. It is being used by the IDF. Seems a good idea.
Wednesday, January 17, 2024
The Long War
Rainy and cold outside. I have the flu and slept till midday. Trying to do some urgent work but my mind is not clear and "לא בא לי " as Gefen said yesterday. ICL is down and The Marker explains its problems: Russian and Bielorussian competition, flooding the markets, and the Yemeni pirates, endangering the maritime route to the markets. In addition, it appears that Israel's credit rating will be downgraded, damaging the economy as a whole. This Gaza war is depressing, and there is no happy end in view.
Tuesday, January 16, 2024
No one wants Gaza people
Egypt reinforced its frontier with Gaza so no one would try to escape from Gaza. They are trapped and we are trapped.
Monday, January 15, 2024
The Muriate of Potash Mystery
The price of potash has fallen to 300 US$/ton which is a tenth, in real terms, of its price a decade ago. Canada has launched large potash mines (see photo Jensen) and agricultural commodities are cheap. Should I get out of this sector? Yes, but now? Could the shares fall even more?
Friday, January 12, 2024
Upside-Down World
Israel is the victim of genocide even as it battles false claims of genocide leveled against it by South Africa at the International Court of Justice, Prime Minister Benjamin Netanyahu said on Thursday.
“Today, again, we saw an upside-down world, in which the State of Israel is accused of genocide at a time when it is fighting genocide,” Netanyahu said in a video message from Jerusalem.
He spoke as Israel prepared to present a defense against South Africa’s allegations that the Palestinian fatalities in the Gaza war were part of a plan by Israel to eliminate the Palestinian people.
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