My name is Aya, and I am an individual living in a society.
NOTE TO SELF;
1. I don’t know anything. 2. When it comes to international issues, ALWAYS ask a friend from that country on how it is perceived there [just as Westerners will literally never get the Middle East]. 3. Never delete thoughts which turn out to be incorrect, so I can remember them and not make the mistake twice! 4. History is a great teacher! But always remember it doesn’t always repeat itself. Different underlying conditions [ex. there was no globalisation back then!]. 5. When I get anxious or worried– think of AJ and remember, we are all gonna die anyway!
To all the strangers that somehow end up here– I apologise in advance. This is a place for me to write down my rationale and personal analysis so I can track my thoughts. Disorganised and prob won’t make sense to you. HAVE A GOOD(DAY+NIGHT)! P.S if you are a future employer– this is not the same Ayah you are searching for!
It is a mistake to try to look too far ahead. The chain of destiny can only be grasped one link at a time
Employ your time in improving yourself by other men’s writings so that you shall come easily by what others have laboured hard for.
My dude Churchill
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Featured
My notes
When I want to dig into some company Which companies also hold shares in company x Who are the decision-makers in those companies What trades have they done recently What is their cash position Are they democrats or republicans? If republican, how close to trump? How much kissing ass to trump How many hedges against… Read more
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Politics
The US doesn’t give a shit about the Middle East anymore. Oil is becoming less important. US isn’t even extracting their own oil. Bigger fish to fry. Data more valuable than oil. New threat: China. What is Trump drags along China trade deal until election time, knowing he needs it for a good market (brags… Read more
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Where I am at right now
Stock market is inflated. V risky. Buy bonds now. Cash in when market goes down and everyone goes to bonds. Use cash to buy cheaper equity cuz now IT IS TOO DAMN HIGH AND I AM BROKE.
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Downton Abbey
Life is a game in which the player must be ridiculous.
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FA-SHUN stocks
Any brand that leverages sex appeal and sets unrealistic standards for women, with below par products and high volume of negative press, tweets, and (friends buying less of)… SHORT! Ex. Victoria’s Secret et al. I also expect Burberry to underperform but I may be wrong. Abercrombie. Urban Outfitters. Long Inditex
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AYA- NEVER COMPROMISE YOUR INTEGRITY.
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Things look so different from the other side of the road
This metaphorical cliché really is true. Walked on the opposite side I usually do, and thought, where… am… I. Started looking around like an idiot then recognised LCL the shittiest bank ever (remember to call them and ask where my card is) and thought aaaah ok. Pic below for memory reference
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To what extent to political polls suck
*find stats or DO MY OWN
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US Presidency YANG GANG
According to recent Insider polling, Yang has the highest net support out of all the 2020 Democratic candidates among undecided general election voters who are considering voting for either party’s nominee. https://www.businessinsider.com/one-stat-shows-andrew-yang-ideal-2020-democratic-running-mate-2019-10
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Long haul trucks
Check companies Where producing Supply chain Where producing Who is producing Where is the market Got regulation https://www.cnbc.com/2019/11/22/self-driving-trucks-likely-to-hit-the-roads-before-passenger-cars.html
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Valuation for the future
Look at data FIRST then do the more ‘intuitive’ research so I don’t involve confirmation bias in my research. When valuing companies, take into consideration to what extent they are engaging with sustainability because guess what buddy it’s gonna come back to bite y’a when Climate change makes your raw materials more expensive Govt regulation… Read more
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Ayah Shahin 