Everything is explained by your waistline

Sunday, May 30, 2021 Francisco 0 Comments

 Middle-age is when your age starts to show around the middle. – Bob Hope


Since I started cycling time to time I need to put a new hole in my belt, but during COVID I am back in hole nº3! What I am going to do about this? simple go back to hole nº1 very fast. I am going to do an experimental diet that I created around things that I love. the idea is to eat everyday the same things over & over . Tuna , etc.... I know with my age and lack of time to exercise things are going to be difficult but I have a plan. I will report.


From Science Daily

For optimal health, the waist should measure less than 40 inches for men and 35 inches for women. The authors explain that the visceral fat component of abdominal obesity leads not only to insulin resistance but also to the release of non-esterified free fatty acids from adipose tissue or body fat.

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Socialism has the ability to make everyone a millionaire

Thursday, May 27, 2021 Francisco 0 Comments

Socialism has the ability to make everyone a millionaire at the same time as making bag of potatoes cost a million in currency.


Alice S

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Winners lose more often than losers

Monday, May 24, 2021 Francisco 0 Comments

 I agree with this but up to a point

I think if you want to be prefect never fail you are a looser in the long run. In my 35 years of career people who want to do everything perfect do very little.

Just do it is better than only do if you are 100% sure

what I am a great believer is to be like Barbara Streisand. she buys many stocks, if they do well she waits like Starbucks, Ebay & Amazon bought before 2000 , if they go down she sells.

If you are not prepared to have a lot of small losses you will never have huge profits.

give it a try.

In our recommended portfolios we have 3 companies that are up more than 100% in one year. I would love to be like Barbara Streisand and have some names up 400% or 700% after a few years.

If I have a big winner , up 400% or 500% I might have 20 names down 15% and still be up big.

Small losses are good, big losses are a disgrace. I want to be like Barbara Streisand

"I can't stand to see red in my profit-or-loss column. I'm Taurus the bull, so I react to red. If I see red, I sell my stocks quickly."

Barbra Streisand's Latest Role: Stock Picker "IF I SEE RED, I SELL QUICKLY"
By Jeanne Lee

(FORTUNE Magazine) – So Barbra Streisand was talking with her good friend Donna Karan on the phone last fall, and she told Karan she'd made $130,000 on eBay stock in just one month. Karan was duly impressed. As Streisand tells it, "She said, 'Oh, can you do that for me? I'll give you a million dollars to invest for me.' And I said, 'You're crazy, why would you do that?' She said, 'Well, it sounds like you're making so much money, so do it for me.' So I said, 'I'll do it if you're willing to lose it. Are you willing to lose a million dollars? That's the only way I'm willing to do this.'"

At the outset it looked as if the famed designer would indeed take a big loss. "The first day I bought eBay and Amazon, and they dropped like 20 points each, at least," Streisand recalled recently in an exclusive interview with FORTUNE. "I couldn't even call her, because I was heartsick. I was having heart palpitations.... So I waited till the stock went back up, when I could call her again, and then I said, 'I don't think I can do this'...yet I was fascinated to try." The result was stunning: After five months of intense trading, Streisand managed to nearly double her friend's stake, to $1.8 million.


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Ways to Stay SANE

Saturday, May 22, 2021 Francisco 0 Comments

The man who reads nothing at all is better educated than the man who reads nothing but newspapers. 

Thomas Jefferson





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The secular bull market is still intact

Friday, May 21, 2021 Francisco 0 Comments


The secular bull market is still intact for the time being, as 2020 marked a 7-year "halftime" low, similar to 1987 and 1957
From Isabelnet twiter page

I think we might get a shaky H2 2021 ( we are touching the red line in the BOA graph) but it's just normal.




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This life’s hard, but it’s harder if you’re stupid

Wednesday, May 19, 2021 Francisco 0 Comments

 “This life’s hard, but it’s harder if you’re stupid.”

― George V. Higgins, The Friends of Eddie Coyle


"To be completely cured of newspapers, spend a year reading the previous week's newspapers." - Nassim Nicholas Taleb


Don't watch or read news, that is the first step for freedom. Most of the news and what we encounter online is prepared by those in the business of public relations and lobbying. Yes there are thousands of people employed to create facts & opinion. There are companies with armies of people to click Like in some things , to create false profiles in the social media etc... and of course here are very wealthy Public Relation companies that plant news in the newspapers and tv's. Forget the news you just see what the people with money and and agenda want you to watch.

This is not new of course it started 100 years ago and never stopped.


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We did this.....

Sunday, May 16, 2021 Francisco 0 Comments

 1100 km in 6 days , in secondary roads with almost no traffic from the North of Portugal to Sagres in the tip of Portugal. The first picture is from Piodão where we got 40 degrees Celsius climbing a wall. I had to put my feet on the ground to drink and recompose myself.





















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Things that make us live longer .....

Thursday, May 13, 2021 Francisco 0 Comments

It's amazing that the things that make us live longer are nice things to do & cheap

Be with your friends & Family, slow down a bit, eat less & go to Church. I guess Yoga should also do.








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"I think for anyone who is patient, tech's a bargain,"

Wednesday, May 12, 2021 Francisco 0 Comments

"I think for anyone who is patient, tech's a bargain," says Tom Lee @fundstrat. He joined us this morning and shared his prediction that tech will become at least 50% of the S&P, despite the current tech sell-off.


To me it's not a bargain (Energy is a bargain)  , a lot is in the price in tech but Tom Lee is right. Tech will win why.


it's cheap

it's more convenient 


many years ago if I need to change the TV channel I had to get up and go to the TV set. The control is convenient. The automatic cars are convenient and safe. They will win. Tech will be everywhere. A lot is in the price but 50% of the S&P can be Information Technology or more. buy QQQ and Just sit and enjoy.


If you want a more targeted way of capturing this trend you have to figure out who is winning. How do you do that , sales growths with a fat margin. That is what we try to do. To capture the next Microsoft.




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