Idishe Kopf

 

What about me? It is 7.00 PM and I spent my day in distractions. Please, God, focus my mind on my projects!

P.S.: Worked till 01.00 AM and completed the Brenner project. Slept till 10.00 AM. Now comes the Ariel Industrial Park document, with Claude's help.

Wrong decision

 
Yesterday, I sold ICL and bought TEVA. Today, ICL announced a large order from China, and the stock rose 5.78%, while TEVA +1.82. This was not a sudden decision; I had meditated for months on this move. 

ICL Group Ltd. has announced this morning significant framework agreements to supply 2.5 million metric tons of potash to China from 2025 to 2027, with potential for an additional 960,000 metric tons.

I feel sick, and slept late. 

P.S.: The day ended with the portfolio +1.1

Next morning: TEVA jumps 2%.

Microplastics Shrink Penises

“The ubiquitous existence of microplastics and nanoplastics raises concerns about their potential impact on the human reproductive system,” the study, published in the journal Toxicological Sciences, states.

“Limited data exists on microplastics within the human reproductive system and their potential consequences on sperm quality.” To find out more, the scientists tested 23 human testes, and 47 testes from pet dogs. Microplastic pollution was found in all 70 samples - though with “significant inter-individual variability.”

Sperm counts in western men have more than halved in the last few decades, with air pollution and exposure to pesticides frequently cited as factors. One expert believes that pollution is causing penises to shrink, as well as lowering sperm count. 

Currency War Declared

 

... We needed a currency war as there were too few other wars out there!

Chief White Eagle

 

He looks like a relative of mine.

May the Devil take them all

 The rebels took Aleppo. They are ISIS Sunni fanatics *versus* the Assad Alawite regime, backed by Iranian Shiite fanatics. Their leader is al-Julani meaning someone from the Golan. He is in fact a Palestinian refugee. He fought in al-Qaeda in Iraq against American occupation. Before the eruption of the Iraqi civil war in 2006, Joulani was arrested by American forces and imprisoned for over five years in various prisons and detention centers. These prisons included Abu Ghraib, Camp Bucca, Camp Cropper, and al-Tajji.

There are Russian bases nearby. 

Let the devil take the hindmost. Even better, take them all.

ICL: To buy more or to sell all?

ICL is the worst stock in the savings portfolio. For months, if not years, I have wondered whether to continue holding it. Now, I'll try to make a decision. I woke up feeling bad, but after eating breakfast, I was my regular self.

ICL's website does not even mention fertilizers. Potash prices are constantly falling, so the company is trying to rebrand itself as a specialty chemicals producer.That is worrying. It describes the company as:

At ICL, we believe in DIB - Diversity, Inclusion and a sense of Belonging. We are proud to have many talented key female executives, and our employees include multicultural and multigenerational individuals, LGBTQ, and people with disabilities.