"The beginning is
always today."
Mary Shelley
I am leaving BPI after 30 years at the end on the
month. It was a great run. It was fun.
When I started we could smoke in the office. I used to
smoke pipe
People could smoke in the planes also
There was no cell phone or email. Then there was FAX!
There was no security in the airports you just board
the plane.
I weighted 95 kg.
The bank paid me to study options in INSEAD. At the
time that was a big deal and very expensive
I bought the first Bloomberg to BPI, before we only
had Reuters &Telerate
I broke my legs in Mont Blanc in 1994
In those times we spent many nights working in the
office to price some deals.
I used to arrive before 6 am everyday. In
some years I had zero holidays, work was too exciting. Too much to do and no
kids i just worked and worked. No time for sports.
The risk department was small and no regulators!
I had to get authorization from the CEO to buy my
first HP 12C
Participated in the first Private banking team
We hired Bankers Trust to teach us about var in the 90’s
We worked with First Boston, Manufactured Hannover and
Nat West…..all gone
I set up economic research in the 90’s from zero
I set up structured products and after that Hedge Fund
business in 1999 also from zero
We signed Gavekal before everybody else, I invited
david Swansen in 2004 and I read Dennis Gartman and Shilling ever since
we bought John Paulson in 2000. It was a 5 man shop.
I was in front of the screen trading in 9/11
We fired Madoff
in 2005 when it was one of the most profitable positions for us, it looked
stupid……………
I weighted 90kg in 2005
I did more than 100 business trips representing BPI. Visited
Hong Kong, Tokio, Singapur, São Paulo, Luanda, Timor, NY, Tampa, Miami, Chicago
and San Francisco besides all of Europe of course.
I did my first Transportugal in 2010 (The biggest mountain
bike Ultra marathon in Portugal)
I am very thankful to BPI for hiring me with 21 years without
my University degree complete for the back office and letting me do so many
things
I thank my bosses for all these years
Technology and innovation are making a world a better
place for sure.
Shortage is not the problem abundance and oversupply
is the problem.
To be an optimist paid a lot. In Europe paid to buy
BUNDS!
There is always
a bull market in the world I intend to find it and profit from it ….That is my
plan. there is so much to do!
I am weighting 78 kg today!
My new contacts are
You don't need more stuff more
gadgets more upgrades. What you need is a better you. Amen to this
https://thoughtmeme.blogspot.com/2016/09/do-you-really-need-i-phone-7.html
Then and now