I have a DOG

Thursday, December 28, 2017 Francisco Carneiro 0 Comments

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It is easier to prevent bad habits than to break them. 
Benjamin Franklin
Motivation is what gets you started. Habit is what keeps you going. 
Jim Rohn

I have a dog and of dogs are not like people. however all the things that started in a certain way became an habit and now are routine. He knows what to expect and is very happy I think! 

 The bad habits he has now it's almost impossible to change.

I guess for a dog it's difficult to start bad and then change.

 he doesn't eat human food from day one, now he doesn't circle the table while we eat
he is not allowed to enter the living room, he stays outside even when I am not at home
he does his poop in a garden from day one and now he never poops in the walkway 
he only eats at daybreak and he is not eager for food all day
it's illegal but I never put a leash in the dog. he just walks besides me everywhere
So for a dog or at least my dog it's very important what you do in the first days. Start well is my advice.

 for me I think all the bad habits I have are a result of illness and lack of goals. as soon as I have a difficult goal in sports or in my job everything goes in to place. everything. I need to sleep more,  need not to drink wine in the week days, diet, get up before 6 am,  don't check email as often, cold showers etc...

 be busy and everything gets in place!


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I think that is no longer the case

Thursday, December 28, 2017 Francisco Carneiro 0 Comments

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I think the world is divided in two groups

companies that are obsessed with the client experience and that want and need good employees and the management is good

companies that are in industries that are highly regulated where the target is to conform and obey the thousand new rules that came to the market every year

there are not enough jobs in companies that want to do well for the client.



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The best resume!

Wednesday, December 27, 2017 Francisco Carneiro 0 Comments

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Resume: a written exaggeration of only the good things a person has done in the past, as well as a wish list of the qualities a person would like to have. 

 Bo Bennett

 To me the best way to do a resume is not to say that i am good in A, B &C

 Is to show that I was able to go from A to B, to grow to improve to fight to be a better person. I can grow that is a good resume for me is someone that i know that can learn to be better.




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In many things there is no premium to being fast

Wednesday, December 27, 2017 Francisco Carneiro 0 Comments

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Similarly, when Strategy researchers Sucheta Nadkarni and Pol Herrmann studied nearly two hundred companies in India, the firms with the highest financial returns were the ones whose CEOs rated themselves the lowest on efficiency and promptness.
In both cases, the most successful organizations were run by executives who
admitted that they often wasted time before settling down to work and
sometimes failed to pace themselves to get things done on time.


Adam Grant, Originals 


This reminds me the joke where some guys are moving some furniture in a tall building and the leader of the group asks one guy to check how many more floors to the top?
After checking he comes back down and announces he has good and bad news. The leader says, just give me the good news!
We only have 3 more floors till the top.....
They get back to work
when they reached the top the leader asks What were the bad news?
This is the wrong tower !


It's better to ponder and think before rushing and executing something that should never been executed


There is nothing so useless as doing efficiently that which should not be done at all. 

Peter Drucker
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Yesterday i visited PHOTO ARK !

Tuesday, December 26, 2017 Francisco Carneiro 0 Comments

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Very nice exhibition! very peaceful experience.
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There is no first mover advantage in the real world

Tuesday, December 26, 2017 Francisco Carneiro 0 Comments

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 “In a classic study, marketing researchers Peter Golder and Gerard Tellis compared the success of companies that were either pioneers or settlers. The pioneers were first movers: the initial company to develop or sell a product. The settlers were slower to launch, waiting until the pioneers had created a market before entering it. When Golder and Tellis analyzed hundreds of brands in three dozen different product categories, they found a staggering difference in failure rates: 47 percent for pioneers, compared with just 8 percent for settlers. Pioneers were about six times more likely to fail than settlers. Even when the pioneers did survive, they only captured an average of 10 percent of the market, compared with 28 percent for settlers.”
― Adam M. Grant, Originals: How Nonconformists Move the World


I don't totally agree with Adam Grant on this, i think there is a big advantage in creating a new market and being associated with the new market. like Xerox was associated with copies. If you enter the mind of the prospect before the competition you have that spot. That is an advantage forever
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A very good Day

Sunday, December 17, 2017 Francisco Carneiro 0 Comments

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Saturday i did the Troia Sagres. Thousands of people in the road.

 200 km. Our Team did 36 km/h it was a good training.

 here a small video at the start with some 6 degrees celsius. I am the last one to be seen with a white helmet






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it's good to be your own boss

Wednesday, December 13, 2017 Francisco Carneiro 0 Comments

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From Bloomberg

 “It’s probably the worst year I’ve had relative to the set of opportunities out there," Druckenmiller said in a CNBC interview Tuesday.
The famed money manager, who was the architect of George Soros’s $10 billion trade shorting the British pound in 1992, said that while he’s done well in stocks, he’s "really, really mistraded macro," and that 2017 may turn out to be his first ever down year in currencies. Druckenmiller said he’s up single-digits this year.


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Sorry no Inflation in the horizon

Sunday, December 10, 2017 Francisco Carneiro 0 Comments

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From Bloomberg Mliv, Mark Cudmore



Formerly known as Dow Jones-UBS Agriculture Subindex Total Return (DJUBAGTR), the index is a commodity group subindex of the Bloomberg CITR. The index is composed of futures contracts on
coffee, corn, cotton, soybeans, soybean oil, soybean meal,sugar and wheat. It reflects the return on
fully collateralized futures positions and is quoted in USD.
Ever-cheaper food may wreak havoc for markets next year. It's clear from the Markets Live macro assets survey on WHIS that the consensus is for higher benchmark yields in 2018. That suggests a belief inflation will pick-up.

But food prices are a key input to CPI globally and they continue to fall. Technology and science are making agriculture increasingly efficient and there are plenty of gains still to be made globally. The Bloomberg Agriculture Subindex closed at the lowest level since records began in 1991. And it's unlikely to see relief soon given that the weakness has caught speculators offside. Friday's CFTC data showed that the combined net-long positions for agricultural products increased more than 10-fold in the week ending Dec. 5.

And it really matters. Falling food prices were cited as the core reason why China's weekend CPI release came in below expectations. On the other side of the world, Brazil's latest CPI print came in below all economists' forecasts. This year has seen the measure drop below the target range for the first time since 1999 after the 7th-straight decline for food prices.

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The world is a better place!

Monday, December 04, 2017 Francisco Carneiro 0 Comments

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America First it’s easy with a weak USD

Monday, December 04, 2017 Francisco Carneiro 0 Comments

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From Bloomberg:

 The proposed overhaul will be the third major change to the U.S. tax code over the past 40 years. The Dollar Index plummeted 16% in 1986 after Ronald Reagan's reforms reduced the top income-tax rate to 38% from 50%. After George W. Bush cut taxes on dividends in 2003, the currency slid 15%.



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