— Bob-a-job-alog-a-roonie

I find it interesting that the markets are punishing businesses affected by the coronavirus as if it will be a permanent thing. As if people will never travel again in future, not even years from now. And some stocks have gained in value because of very short term increases in sales of hand sanitisers. Safe stocks like supermarkets have suffered major declines, as if people will stop eating food.

Yes, there was probably a correction due, so I am going to look for “safe” stocks that have dropped below their price one year ago.

Westpac $27 > $20. Yes, the banking commission was a factor, but it is down from $25 two weeks ago. It now has a 8% dividend yield. Some businesses might go broke because of the virus, but in the medium term they will be replaced by others. NAB is similar.

Telstra $3.23 > $3.40. Yes, up from a year ago, but down from its recent peak of $3.90. This is a great defensive stock, as it is totally immune.

Harvey Norman $3.71 > $3.29.  Recent peak was $4.78. They might have some short term supply chain issues. But long-term they will be unaffected, and the div yield is currently over 9%

BHP $36 > $28. Too hard for an amateur like me, but they are diversified and it feels cheap,  down from $41 recently

Qantas $5.68 > $4.04. Down from $7.40 in December. As long as they have no financial issues, you can guarantee that a year from now everyone is taking that overseas trip they are putting off now.

Flight Centre has almost halved from its recent peak, and is down substantially YOY. It will rise again guaranteed

(nothing is guaranteed)

*historically I have lost money investing on the sharemarket, so smart people would avoid by advice!

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A Melbourne rapper I have been listening to lately is Sapphire Unique. I think the genre is called Trap.

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We have IQ and EQ, so here’s a new one.

Assign people a score/value/symbol/whatever based on what they do when they are alone.

For example, some people are good at juggling, so clearly they have done a lot of juggling in their bedroom, perfecting it.

I presume some people practise pouting in the mirror.

Masturbation, of course, has to be in the mix.

Do people watch TV or work on their novel?

Do they have personal habits in private but not in public, like picking their nose?

Do they drink alone?

Are they messy or a clean freak?

So they talk to themselves? Sing in the shower? Meditate?

Do they sleep well?

I’m actually serious. The only way is to install cameras and give the patient months or something to forget they are there.

Research grants welcomed.

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There is a commonality within domestic violence, and tragic domestic events that make the news – the culprit and victim were in the same place.

So one solution is making sure they are never in the same place. Unfortunately court orders don’t always work. Relationships are by definition emotional, and people can act differently to what a rational court order might contain.

So here’s the idea, along the lines of ads about “coward punches”.

If you have committed violence against someone you love, or have loved… or are even feeling like it… just once:
Man Up & Leave

Move to another state. Remove yourself from the situation.

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Set in Hong Kong with international locations as well…

Cop 1: Young, handsome, Chinese Hong Konger. Famous for taking down mobsters. Investigating a mysterious local mob leader. Flashy and tech-savvy

Cop 2: Anglo Englishman, with Chinese wife and daughter. Retired spy living in China. Investigating an international terrorist/spy, based in China. Old school detective type

2 and his daughter are in Hong Kong, have intel that Bad Guy is having a meeting there.

1 and his boss, and older woman, have intel that the mob boss is having a meeting – they want to discover who he is.

They cross paths at the hotel where the suspect is meant to be. They realise they are after the same person. They realise he is a big deal, with mysterious motive and plans. 1 and 2 don’t get on at all (Lethal Weapon etc). 2’s daughter is a fan of 1. And 2 takes a shining to 1’s boss.

Example of their different ways. There is a shoot out, and a bad guy stops shooting for a moment. 2 says he is reloading. 1 says he is on his phone.

Tone is serious. It is about the old and the new. Old romance versus Tinder. Old China versus Hong Kong. Old police interview methods versus tech spy equipment

What’s the bad guy up to? Contaminating export products, made to look like Japan did it, as revenge for China’s failing economy?
Funding Russian extremists with a common anti-West goal?
Regime change in China through destabilising terrorist acts?
All 3?

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It is a common theme to devote your life to the prosperity of your grandchildren, to leave a legacy. Personally, when asked how long I desire to live, it is to see my grandchildren as adults.

But the legacy idea is deeply flawed, once you look to the generations beyond your grandchildren, which is inevitable.

  1. They probably won’t know anything about you, unless you have a Wikipedia entry
  2. They aren’t much of you genetically
  3. Continued prosperity and a safe cosy world is not guaranteed

Your great great great grandchildren are only 1/32 you genetically, and 31/32 other dead people. If you could look down from heaven and see your traits in them, you are probably biased or delusional.

Legacy to family is pretty much just the surname, if you are the one in 32 providing it. By then, surnames could be extinct anyway…

But if you were the person to invent the flushing toilet – wow! Not only will all of humanity have a reason to treasure the memory of you, your great great great grandchildren will proudly say they are descended from you.

Work for everyone, not just your kids.

(also, keep in mind that your siblings are 100% genetically you, your kids are 50%, and the other parent is 0%)

 

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In my next book

(which makes it sound like I pump these out…)

I will argue for a new ism that is not capitalism, or socialism, but somewhere in-between.

This might not make the cut, as it is too radical and odd:

Every time you buy something, four other people get the same thing.

It is an extension of the new businesses who have a model of “buy one, we give one to charity” model.

Let’s start with a basic example. The richest person in the planet wants to buy a kilo of rice, to make a curry. The poorest person on the plant wants some rice, just to survive, to feed their hunger.

Rice is sold at auction. A global, digital auction. Unlike normal auctions, when you win you need to buy four of the item, and you only get to own one of those for yourself. The other three get distributed according to rules (yet to be determined – it is 4am and I am well drunk…)

The new model doesn’t change capitalism much – those who can most afford something bid the most, and win the auction. The order of things doesn’t change, with the rich feeling empowered and superior. But it does bring them down a notch.

But it is surely good for society, when someone buys a $50 jacket, three other people get one. And when someone buys a $500K sports car, three other “undeserving” people get one.

OK, the reality is that the homeless person doesn’t keep and drive the $500K sports car. They sell it to a rich person. So the exclusivity remains, but the wealth gets spread. And every purchase causes thought, maybe even deep thought.

(Obviously this only works for bulk, manufactured products…)

 

OK… a few hours later and a fraction more sober… there needs to be an algorithm. People who enjoy the benefits of “free stuff” will lose those benefits, gradually, as they participate in society economically. People can’t just free-ride on free stuff.

The idea could be described as truly trickle down. The affluence of the rich truly benefits the poor.

 

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Decades ago I realised that all the truly great music, all the truly great novels – there is not enough time in one life to take them all in.

Recently, I have figured I would have to quit work to watch all of the great TV out there. The newfound quality is absolutely extraordinary.

Yet that is wrong, it is the same as how we keep buying more and more clothes and gadgets and knick knacks. More is not better. And enough is never enough.

Imagine I can read one great novel, or watch one great TV series in 30 minutes. Which means say 6 or 7 in an evening. Do I sleep any happier after reading just one great novel, or reading seven?

But I do think, at the end of a day where I was productive for society and fulfilled at work, played some rewarding sport, ate a beautiful meal, spent quality time with my family and then watched one episode of a great TV show, I would sleep happier still.

That’s most people. However, if you have the ability to create, and please others, that should be your focus (while allowing also for some of the above).

There have been many prolific authors and movie directors who keep outputting material as deep into their elderly years as they can. Clint Eastwood is a current example. These people are literally trying to put as much out there (while still quality) as they can, while they can.

There are many angles you can take, but my preferred one is to make art you are proud of, that you will stand alongside always, and make it as early in your life as you can.

If it is all you ever do, you will have a lifetime of satisfaction from it.

If you keep going, your achievement via young exuberance will be a big advantage.

Get arty early, give it a genuine go, and feel proud that you did so.

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Everything is what it is
This way
And that way
Change is…
But adjustment
For equilibrium
Is achievable
Fantasy

Aim for stability
It is the best
Go get it

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I stared at her arse
At the greyhounds on TV
And his arse, briefly
And his collar
The golden ratio of the bar
The cascading stairs of spirits
The grind of two dancers
My phone for quite a while
Those who just traipsed in
And those who just fell out
The barmaid yet again
I scratch at the beer label
And her arse again

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