Hi Jay,
it's a beautiful, slow-moving day here in Munich, high towering cumuli - now and then a shower with a hint of hail - blue skies, things remind of Finnland - you know, Finnish blue and white.
Am also browsing, German industry with PE < 8, PEG < 1... you know it yourself - even found a post I've been holding lately (g).
M1 (for musings 1): the risks we are trying to dodge, are they risks to ourselves? In my case (yours I assume also) at least the family is included. Next thin line around us: if they come and tear down the street I leave in, should I have an alternative (island on Filippines, house back in old land...gold;)to move on to? By taking care of myself only what am I giving up? what's the fabric? How selfish are my genes? How social are our fears and defenses
M2: Time. We never talk/think time - except when doing cash flow analysis (sg). How old I'll be in ten years? Let me tell you - 10 years older, if at all. But Im no smarter for knowing it. As keynes said, on the long run, we're all dead.
How did it go with CFA exam?
little news/stone for the world mosaic: 7th Ireland is voting on the issue of Euroland - the only country that afforded to ask its population about the European union. If the vote turns sour, you can expect a certain, shall I say, flurry of activity this side of oceans. In such case Queen Victoria would again have a reason to say "we were not amused".
Regz
dj |
