Saturday, June 14, 2025

South Pars Gas Field Attacked

Apparently, Israel attacked the South Pars gas field within the framework of the ongoing war. Energy markets will feel the shock, and energy companies with alternative sources will profit. Their stock price will rise 10-25%.

The stock most likely to benefit:
  • Cheniere Energy (LNG): Cheniere Energy is the largest liquefied natural gas (LNG) producer in the U.S. and the second-largest in the world Best Natural Gas Stocks for 2025 | The Motley Fool
  • EQT Corporation: EQT's size gives it scale advantages, making it one of the world's lowest-cost natural gas producers Best Natural Gas Stocks for 2025 | The Motley Fool
  • Kinder Morgan (KMI): Kinder Morgan is well-positioned for 2025's LNG boom as a middleman connecting the U.S. natural gas producers with the end markets, including export terminals Top Stocks, ETFs to Benefit From Potential Surge in Natural Gas Demand | Investing.com
  • Friday, June 13, 2025

    Hallucinatory realism

    I bought the book Red Sorghum years ago, but never had the patience to finish it. Being at war and advised by the government to stay home, I restarted reading it. I still don't like it, although the author is a Nobel Prize winner. It is a collection of folk stories of the heroic fight of Shandong peasants against Japanese invaders and local bandits. In Argentina, only horses ate sorghum silage, but my wife feeds me boiled sorghum, believing that, being inedible, it must be healthy. The story focuses on a sorghum distillery, where the wine received its special shine and flavor thanks to added piss. I had never heard of red sorghum wine.

    The Shabbat has arrived. I stop. My downstairs neighbors (echte Iranians) are praying-singing at full volume. 

    Thursday, June 12, 2025

    Art Deco

    A nude by Tamara de Lempicka (a "countess" from Warsaw. The "de" comes from her time in Mexico as a Jewish refugee.) 

    Price: about 6 million pounds.

    51 public works contracts = 500 million US$

    "51 contratos que le fueron adjudicados al Grupo Austral, propiedad de Lázaro Báez, ex socio comercial de la ex vicepresidenta." 
     The former President of Argentina (pic) has been sentenced to prison for corruption, specifically for the 51 public infrastructure contracts with a company called Austral, which is partially owned by her. She and her partners in crime will have to return 500 million dollars to the State. 

    Tuesday, June 10, 2025

    La Monde: La toute-puissance technologique d’Israël

     La toute-puissance technologique d’Israël ne lui a pourtant pas épargné le traumatisme du bain de sang du 7 octobre 2023. Mais même un tel choc n’a pas convaincu l’armée israélienne de changer d’approche à Gaza, où le recours systématique à l’intelligence artificielle, plutôt qu’au renseignement humain, a été dévastateur pour la population civile.

    Are we all-powerful? Is Claude managing the war in Gaza? Some French philosophers think so.

    Austria Today

     This morning,  a former student of the Bundes-Oberstufenrealgymnasium Dreierschützengasse (BORG Dreierschützengasse), a federal upper secondary school in GrazAustria, assassinated 8 students and 2 teachers. Twelve others were wounded. The criminal shot himself.

    I spent time in a Vienna school and have good memories of fellow students. They were generous and helpful. I cannot imagine the anger, the hate, the criminal had in his black heart. Pic.: a random BORG class. 

    Monday, June 9, 2025

    Morning anxiety

    I slept well, but in the late dreaming phase, I woke up in fear (aka morning cortisol spike anxiety). I was taking part in the announced action to enforce the blockade of Gaza, and I carried a military shoulder bag containing my weapons and my money. I lost it and found it with Ilana Ben Ami's help. Then, in the chaos, I lost it again and did not find it, so I woke up in fear. Pic.: Gerta receiving a sandwich from an Israeli girl combatant.