Sta Hungry Stay Foolish

Stay Hungry. Stay Foolish.

A blog by Leon Oudejans
Tag:

Risk management

The big America hedge (Axios)

Intro LO: In my view, the US$ decline was due for decades but the new US president caused its tipping point, “a point in time when a group—or many group members—rapidly and dramatically changes its behavior by widely adopting a previously rare practice.” (Wiki). Finally, we are willing to see a country busy with tax cuts for the rich while ballooning its already...

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Do human options leave us a/no choice?

Recently, I was kind of invited to visit a friend. I viewed that "invitation" as an option; not as my commitment. Later, I was called and reminded of that invitation. I told that I had viewed it as an option. My friend told me that I was right about the invitation being an option (rather than a commitment) but added her/his disappointment. With hindsight, I wondered...

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China bans ‘smart’ and ‘autonomous’ driving terms from vehicle ads (Reuters)

Intro LO: This article suggests that "over-the-air technology upgrades" could occur while driving that car. I sure hope that such "over-the-air technology upgrades" could only happen when a car is not driving. The approval of such "over-the-air technology upgrades" might seem important but I doubt it is. Who reads the details of smartphone upgrades before their...

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Bye bye, American pie

Recently, I noticed a very intriguing question: Will the world keep buying US Treasuries? (eg, PS-2025, State Street-2024). Following Trump-2025, I actually doubt that - a lot. For early indications, see this recent WSJ article: “Trump’s Tariffs Were Supposed to Boost the Dollar. Why the Opposite Happened. Worries that long-term U.S. growth will fade could matter...

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How many enemies can you have??

Trump is creating new enemies every single day. Some day, they will realise an ancient proverb: the enemy of my enemy is my friend, “which suggests that two parties can or should work together against a common enemy.” I doubt Trump cares about friendly nations. Retaliatory measures (eg, by Canada) against USA will only “prove” Trump’s point: friendly nations do...

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Ukraine negotiations a Russian victory?

The media in Russia are celebrating Trump's proposal for peace negotiations on Ukraine (eg, Newsweek, the Independent, the Moscow Times), and view this as positive and even as a victory. I suppose their view is an example of reverse psychology given the many negative comments in Europe and in Ukraine. I suppose the Russian president will fear the outcome of such...

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