Wednesday, April 10, 2024

Seeing Around The Corner. Hamas Rejects. First Inquiry Response.

As expected, Hamas rejected the agreement presented to them.
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Response to my previous inquiry:

Gaza can’t and won’t be emptied. Hamas needs to be defeated, and will be. A lesson will be taught- eg today's killing of Sinwar's sons and grandchildren. Arabs see the meaning of that. 

A buffer zone is being built along the border and it will be uninhabited
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The attached is edited.

Dear Dick,

American and Israeli officials are closely coordinating in preparation for a Iranian attack on Israel, either from Iran directly or through its terrorist proxies. 

U.S. officials reportedly believe major precision-guided missile or drone attacks against Israeli military and government targets are "imminent," and could happen in the coming days.

The head of U.S. Central Command General Michael Kurilla is traveling to Israel tomorrow to discuss the pressing threat with Israeli Defense Minister Yoav Gallant and senior IDF officials.

Gallant and Israeli Foreign Minister Israel Katz threatened today that if Iran launches an attack from its own soil, Israel would strike back inside Iran.

“In this war, we are being attacked from more than one front…from different directions. Any enemy that tries to attack us, will first of all be met with a strong defense,” Gallant said.

Speaking at the White House today, President Biden reaffirmed America's commitment to Israel's security in the face of the Iranian threat.

"We also want to address the Iranian threat to launch a significant attack on Israel," he said. "As I told Prime Minister Netanyahu, our commitment to Israel's security against these threats from Iran, and its proxies are ironclad. We say it again, ironclad."

The looming threat of attacks by Iran, along with growing dangers from Hezbollah and Israel's continued mission to destroy Hamas in Gaza, underscore the need for Congress to pass the $14.3 billion security package for Israel. 

Alisha Tischler
AIPAC Southeast Regional Director
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Investing Because You Can See Around The Corner. 
By Dick Berkowitz

What I am about to write is not original. It is the culmination of what I gleaned last night (4/10) after listening to two outstanding investment personalities.


The host invests some of our personal funds and his guest, whom I did not know, was his respected investment friend.


The goal of the investment video was to hawk a new investment style based on the use of algorithms using super fast computers to basically look around the corner and spot, in advance, individual stock opportunities based on money flows.


This system tracks 6000 stocks in real time, flashes green when a stock rating is 65 and above and involves a highly fundamental investment vehicle.


The premise is this system detects rumbles in stock earthquakes and even when it fails the probability of making less is still likely. That is not to say, obviously, it always generates a gain but narrows any losses and in a quicker manner.


My own friend has his own system and uses 8 criteria to do much the same but apparently his friend has access to another system that is more predictive.


An interesting example that his friend's system has detected is The Fed has moved it's November meeting to a day after the 2024 election. This suggests, The Fed may not make as many interest cuts prior to the election and this could begin to have investment implications, before May 1, as a series of shocks and increased volatility could alter investment opportunities for years.


My own investment advisor was originally from California and at 19 challenged his financial professor he could outperform the S & P and proceeded to do so using a borrowed computer the professor arranged for the challenge. Upon graduation my advisor worked at banks, left to form his own investment firm on borrowed money and the rest is history.


His background was a middle class family, his father a brick layer stiff and his goal was to help investment deplorables like myself. He is one of the most savvy and personable people I have had the pleasure of knowing and working with in my 40 plus years as an investment person.


I have met my share of Wall Street "shtunks" and my share of some of the most decent generous people imaginable. I number my old boss, "Tubby Burnham," as one of the most beloved Wall Streeters I came to know. Tubby's word was bankable, his delightful sense of humor was refreshing and his integrity unshakeable.


He allowed me to open an Atlanta Office for his firm in 1970 which remained open until Mike Milken caused Drexel Burnham to no longer be able to clear transactions with other firms. Tubby had become Chairman emeritus and more aggressive people had taken over Drexel Burnham's helm, allowed Milken to return to California, operate more independently and the rest is sad history.


The night the Burnham's Atlanta Office opened Tubby came to town. Mayor Hartsfield graciously consented to introduce Tubby and he asked the audience did they know what the definition of chairman meant? The Mayor said a chairman was a person too old to do much work but too rich to be ignored. Tubby shook with laughter as did the attendees.
My investment friend's guest is convinced our nation is going to experience wild gyrations in our nation and the markets for an extended period..


The subscription fee has been reduced and was snapped up by the first 2500 investors. I am not in a position of paying for more research and investment advice but I assume my advisor has access.


Obviously, recognizing investment flows early makes a world of sense and the presenter said 'no matter how murky the waters are there is always someone who knows' and when investment flows begin to become obvious that is a very telling and potentially rewarding event. I totally agree.


Today's supercomputers, ie. AI, will revolutionize just about everything in our society because it means you no longer have to re-invent the wheel but can quickly act/build upon previous data. This has allowed oligarchs to make vast sums faster than ever before and why investment styles are enhanced through quantitative analysis.


The average investor today has been marginalized unless they have advisors who are "quants."


My own advisor believes the day before the Democrat Convention in Chicago (August 18) Biden will be dumped and replaced by Governor Newsom.
Stop and think, in the last four years we have witnessed Russia's invasion, high interest rates, inflation, our border disaster, attacks on Trump, Oct 7, ,rise in crime, anti-Semitism etc. That these "unexpected" events will accelerate is mind blowing to contemplate.
Stay tuned.
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