Wednesday, August 13, 2025

The Islamic Brotherhood of Gaza


 ZAHAL's General Staff meeting. For some reason, one of the emblems on the wall has been obscured. The main item: War in Gaza. The Mission: Destroy HAMAS, the Islamic Brotherhood. I feel that the world will vilify us as in the Middle Ages, when we were accused of having killed God.   

Sunday, August 10, 2025

Investing in Rare Earths Mining


 I am exploring the possibilities. The sector is overinvested, but the American Defense Department has ensured a high price (double the Chinese) and will buy every gram. A good site to start. 

Spending on Computers


MICROSOFT 1Q CAPEX SEEN AT MORE THAN $30 BILLION.

I am planning to upgrade my computer (CAPEX 700 dollars)

I have never seen such a ferocious competition as the AI product.

Friday, August 8, 2025

Investing Advice

Artificial intelligence (AI) investing is still one of the best growth stories in the market. The amount of money flowing into this space is incredible, and with the results that many companies have announced recently, it's clear that this success will be ongoing for some time.

The Economist explores my long-time conclusion: the relationship between risk and return simply is not there.

Instead of pricing assets by their variance, investors price them according to two fears: fear of loss (FOL) and fear of missing out (FOMO). Whereas risk is measured by variance, FOL refers only to its downside (or “semivariance”). An asset inspires FOMO if it has the chance of wild, unexpected gains that those shunning it might miss. This is measured by the “skewness”, or asymmetry, of its return distribution.

Thursday, August 7, 2025

BuSab Instructions

 
















Incredible, during WWII, there was a real Bureau of Sabotage (BuSab). See two pages of their manual of sabotage. The “Simple Sabotage Field Manual,” published in 1944 by the Office of Strategic Services (the predecessor to the CIA) to train citizen-saboteurs in Nazi-occupied Europe.


Wednesday, August 6, 2025

They did not return from Auschwitz
















Klein Gyula (60) was my grandfather. The Klein and Kertesz were all relatives deported in August 1944.  

Monday, August 4, 2025

Miracle in Samaria

 Exactly 20 years after it was uprooted and several months after the government approved its resettlement, the uprooted families of the Samaria village of Sa-Nur and young couples have formed a core resettlement group and are organizing to reestablish the community.