The Best Investors in the world have more of an edge is psychology than finance!

Friday, November 29, 2019 Francisco 0 Comments

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People are very pessimistic every where i go. the wall or worry comes to mind

long is the logic way to play this, if the small retailer is not buying the rally the better

There is always something to be concerned about in the financial markets! when there isn't it's the TOP.


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A song for my friends in USA

Friday, November 29, 2019 Francisco 0 Comments

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Happy thanksgiving.





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What is Banting?

Monday, November 25, 2019 Francisco 0 Comments

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I know this works, i have tried it myself.

 Banting is a way of eating which is low in carbohydrates, high in healthy fats and that has regular amounts of proteins.

 How Banting Began
William Banting was a British undertaker who was very obese and desperately wanted to lose weight. In the year 1862 he paid a visit to his doctor, William Harvey, who proposed a radical eating plan that was high in fat but included very few carbohydrates. By following this eating plan Banting experienced such remarkable weight loss that he wrote an open letter to the public, the "Letter on Corpulence", which became widely distributed. As more people started following this eating plan to lose weight, the term "banting" or to "bant" became popularised.

 What was william Banting diet


Image result for banting diet

 what were the results?
I have not felt better in health than now for the last twenty-six years.
Have suffered no inconvenience whatever in the probational remedy or since.
Am reduced nearly 13 inches in bulk, and 50 lbs. in weight.

Can perform every necessary office for myself. 


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Don't worry be happy!

Thursday, November 21, 2019 Francisco 0 Comments

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If you have money you live more

Wednesday, November 20, 2019 Francisco 0 Comments

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This is too simplistic in INDIA there is zero medical care. However let us see if there is a bit of true in this. maybe it's just

  more money =more meat consumption =more medical care & sanitation =more life expectancy

 let's do a test

 Argentina, Belarus and Brazil have a high meat consumption 
Iran, Romania and Turkey a very low meat consuption
the 6 countries are in the same GDP per capita zone usd 15,000 per capita
Argentina 76 years  life expectation at birth
Turkey 75
Iran 75
Romania 75
Brazil  75

 Conclusion :GDP decides life expectation
of course we can find Vietnam high meat consumption and high life expectation and Nigeria with the same GDP and no meat and horrible life expectation.

 Image result for life expectancy vs meat consumption

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Finally The secret to Eternal happiness !

Tuesday, November 19, 2019 Francisco 0 Comments

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Why do women live longer than men?

Monday, November 18, 2019 Francisco 0 Comments

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Consider Sweden, which offers the most reliable historic records. In 1800, life expectancy at birth was 33 years for women and 31 years for men; today it is 83.5 years and 79.5 years, respectively. In both cases, women live about 5% longer than men. 
I have read several good explanations for this 

 1.women move more are more active besides a day job most women also work at home. They move more.
2.Men also have a greater tendency to smoke, eat poorly and avoid exercise.
3.In China eunuchs (no testicles) lived a very long time. Testosterone, women don't have that problem cuts live short. testosterone make man bigger and more aggressive.
4.Women that have children take care of themselves more because for the child it's more important that the female body is in good shape.
5.In almost all the world there is a Morbidity-mortality paradox (that is, women are sicker but live longer). Woman report more illnesses, more doctor visits and more hospital stays than men. (I am like this I never go to the doctor)
6.women are more devoted to religion than man.Being religious confers big benefits. Time and again, studies have shown that people who have a religious faith are more likely to be healthy and happy than those who lack one. 
My take is just one. Woman are busier than man. I can stay in the sofa/Couch reading a book and drinking some tea for hours. My wife just piles things to do all day and sometimes tries to pass them to me ( not nice). So if you want to live longer just get a hobby just be busy.



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Capitalism or Corruption

Friday, November 15, 2019 Francisco 3 Comments

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"there is only one difference between a bad economist and a good one: the bad economist confines himself to the visible effect. The good economist takes into account both the effect that can be seen and those effects that must be foreseen... Whence it follows that the bad economist pursues a small present good that will be followed by a great evil to come, while the good economist pursues a great good to come, at the risk of a small present evil". 

 Bastiat
This brings me back to the growing number of radical people that want to change Capitalism and they want to change America, UK & Europe. They want to change what is working in the world.

 FACTS

 people are living longer
people are living healthier 
violence (wars and murders) is falling for 50 years
hunger is not a problem, overeating is the problem
Machines are doing some horrible jobs instead of humans
Leisure time has been growing for 50 years
People have options. You are not destined to keep working in your parents business. you can do whatever you want. 
You can travel the world like never before
music is free
whatsup is free
people can retire and do other things instead of working until you die
people that were born poor now are billionaires with internet or bitcoin or whatever
People are at the borders of USA to get IN. People want to live there
No one is at the borders of a Communist country to get IN, people want to get out 
So why do people want to change Capitalism?

 Because the difference between the top and the bottom is wider than ever and people are jealous  

 I think equal outcomes should not be an objective at all because people are different, have different desires, willingness to work and drive. So only if we twist reality  we can create equality. Equality is not the natural and the normal. If you go to a school class you have smart and not so smart pupils. that is the reality. that is the true.

  the difference between to the top and the bottom is growing because there is growth in the world. 

 SIMPLE. we want growth

 rich makes 100
poor makes 10
difference 90

 world grows 10%

 rich makes 110
Poor makes 11
Difference 99  ahhhhh inequality let's change capitalism

 If there is a recession and GDP is cut in half the rich will suffer much more. Is that what we want.

 As Ed yardeni  a very good economist says there are only 2 systems in the world capitalism or Corruption. I vote for capitalism. sometimes people want disaster and caos. The best option is to live in an Ex communist country, they will never go back while there is memory.
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The market in 2016 was at the same level as 2000

Wednesday, November 13, 2019 Francisco 0 Comments

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Now we break out of a 16 year BOX. I see a bull market of everything. I intend to participate. In the bull market from 1980 to 2000 I had no Capital now I am ready.

are you ready?

If you are a sophisticated investor, professional like me and want to discuss the ways to play this Bullmarket pls call me or email me at Lisbon Family Office.



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One Idea

Monday, November 11, 2019 Francisco 2 Comments

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From Lonesome lands

 The Sad Reality of Athletes Going Vegan and Getting Injured

 A study came out last year that was paid for by the US Humane Research Council, (animal rights nuts) and they found that 84 percent of the morons that decide to go vegan or vegetarian quit the diet usually with in a year. This is because their bodies simply can’t handle it. Actress Anne Hathaway explained to People Magazine what it was like to have meat after going years without it, “So I had a piece of salmon and my brain felt like a computer rebooting…I just didn’t feel good or healthy,” she said in November, adding that she was ‘not strong.’ And after the salmon in Iceland, she ‘just felt better.”

 I am sure Paleo is the way to go
less sugar and more meat/fish
however we can increase fish production and we can produce more wheat (sugar) but it's very difficult to increase meat production.(cows drink a lot and have other environmental problems)

Opportunity : there is going to be more demand and production is limited ...........................

 there is a business opportunity here and i will try to explore it for my clients! Sometimes you can make money and do good for the world and society. To produce meat is to do good for the people on this planet. We didn't get here being vegetarians. Sorry.


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How to create jobs?

Tuesday, November 05, 2019 Francisco 0 Comments

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Many years ago I was invited by GS for a trip to India (perhaps 20 years ago). It was a small group of CIO's.  I believe we pay the plane and not much else. We visited companies in Delhi and Mumbai did some monuments and had some meetings with the government officials and central bank. 

 In one of the meeting we were greeted by Mr Kamal Nath that was the minister of Economy (not sure about this perhaps Finance) and in their address i got the sensation that he mentioned that the ministry gave a permit to export potatoes from state A to B. There had been a flood in state B.

 I asked but you need a permit in INDIA to send potatoes from point A to B? 

 I remember he said something on the lines if you can free trade potatoes the best state/region to do potatoes would do all the potatoes and a lot of people would lose their jobs.

 this is why Globalization is deflationary
that is why war in inflationary (barriers to trade or no trade at all)

 this brings me to this problem .

 If a person doesn’t go to college but works hard at a good job, they should be able to provide for their family. Full stop.
JCP Quarterly letter, (very smart guy)

 Trump wants to solve this problem 

 Trump solution is not letting more immigrants in and creating problems for globalization. I think he has a point. However one day companies will bring production back to the US but have robots doing the job because robots don't strike and don't complain. 

 My solution would be more on the lines of

 don't tax work and tax things. You have a boat you pay, you have 3 cars you pay, you have a plane you pay. you have nothing you pay nothing. The Romans did this, you have 100 slaves you pay. you have 7000 sheep you pay. etc....

 to extract money from workers and employees is a stupid strategy if you want people to work and be busy and make a living.

 to give money for nothing I think ultimately would lake people unhappy.

 to do what Elisabeth Warren proposes to redistribute hasn't worked anywhere. perhaps it will work in USA (i doubt)
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