Sunday, May 25, 2025

Investment reflexion


Gold (zahav in Hebrew) is mentioned 400 times in the Bible.  Silver (kesef) is mentioned 300 times.

Nvidia is not mentioned even once. 

Photo: Hanukkah Gelt.


Saturday, May 24, 2025

Arctic People

 The Nenets. Living near the North Pole does something to you. 

Friday, May 23, 2025

Die Goldene Medine

Israel has demonstrated that its Iron Dome anti projectile system is effective. America is building a Dome for itself. For us, it is existential. For America, it is a sign of retraction, of isolationism. 

The future is up for grabs. Carl Bildt.

The future is ours. At least, a part of it. 

Making Order at Harvard

Over the years, Harvard had evolved to be judenfrei, rejecting and hunting down Jewish students and "diversifying" to colored, Third-world, violent trash. They elected an unqualified Haitian female as President of the University. The idiots held pogroms in the campus, making life for Jews dangerous. I am happy that the reaction is coming. 

"As a result of your refusal to comply with multiple requests to provide the Department of Homeland Security pertinent information while perpetuating an unsafe campus environment that is hostile to Jewish students, promotes pro-Hamas sympathies, and employs racist 'diversity, equity, and inclusion' policies, you have lost this privilege." 

Thursday, May 22, 2025

Mala Suerte

The Economist has a clear table of economic and financial indices. Raw material prices, including oil, and most industrial products are falling. GNP growth is negative in almost all countries except India and Israel (7% growth in the last quarter! *). The US dollar was devalued 10% in the last three months. Nvidia and other shares are falling. Not good.

The war against Hamas is unending. I and the rest of the world are tired of it. The Houthis fired two or three missiles today, I heard the explosions. TASE is falling. I had a "misunderstanding" with my oldest client. Not good. 

The bank sent a SMS that someone changed my keyword and should notify. It seems to be fake. Not good.

I am sleeping well and have low BP. Auntie N. sleeps better, and her BP is even lower, since she died today. She was 101 and wanted to die. 

(*) It was corrected to 3%.

Wednesday, May 21, 2025

Tuesday, May 20, 2025

Arrival of the Swallows

 

Looking out from my window, I see hundreds of agile, fast swallows crossing the sky. The last time I saw them was in Hungary, where we called them fecskek and they built their mud-nests under the roof. Here they are transients. 

Last night there were no mosquitos, maybe the hungry swallows finished them.