Category Archives: Semi Daily Thought

Leverage

If you do not leverage your resources, then you have 2 losses, the loss of opportunity and the loss of effort and time you spent to obtain these resources.

Information and Knowledge

Information is hard to get and it is becoming almost the most valuable asset.  However, information without action based on that information, is a waste or resources.  Extracting the relevant information to achieve a particular goal is perhaps the next most important thing.  One must always seek to maximize the extraction actionable amount of data… Read More »

China’s Replacement

The logical replacement of China as the “supply chain” or the world, is India.  The latter is supposed to be a democracy but recent event with Kashmir shows that the empire has no clothes. 

Conviction vs Action

Someone said that: “The Market Can Remain Irrational Longer Than You Can Remain Solvent”, and the moral of the story is that reality and logic might not always go hand in hand.  A wise person knows when to change his mind and when he changes his actions.

Going Out With a Bang

Couple of days ago (July 23rd 2019) a Russian boxer, Maxim Dadashev, died after collapsing in the ring.  Two days after that Hugo Alfredo Santillán suffers the same fate in Buenos Aires.  He too collapsed in the ring.

Speaking English

White people always complained about Hispanics not speaking English and about blacks not speaking proper English.  However, as soon as the get to the grocery store and stand in the express lane that says “10 items or less” they too cannot read any English!!!

The FEDs dual Mandate

“promote effectively the goals of maximum employment, stable prices, and moderate long term interest rates”  (Federal Reserve Bank of Richmod)

Huawei

The good old say of barking dogs seldom bite stands in the current market.  I read this article “The unintended consequences of Trump’s ban on Huawei are starting to appear” claiming that now Huawei’s phone is going to be more vulnerable because it is banned from using Android. And I almost fell off my chair… Read More »

The Largest Ponzi Scheme

Imagine a friend of yours asked you to borrow a little bit of money.  And when they return the money later on, they give you less than what they took. And when you ask them why, they tell you that is the best they can do. Would you lend that friend money again?