When you are the best in class this is how your stock price looks like.
This is the stock price of SHIMANO the brakes in 90% of the world bikes.
Big Get Bigger is the new trend in Globalization. People can reach for the best. The best can invest in R&D, can spend more in marketing , provide better service & be cheaper.
It's good to be big & different
Tolstoy opens Anna Karenina by observing: “All happy families are alike; each unhappy family is unhappy in his own way” Business is the opposite. All happy companies are different: each one earns a monopoly by solving a unique problem. All failed companies are the same: they failed to escape competition”
Peter Thiel, Zero to One Chapter 3
About the same theme:
http://thoughtmeme.blogspot.pt/2014/01/is-this-trend.html
the division of the world into so-called developed and developing nations implies that the "developed" world has already achieved the achievable, and that poor nations just need to catch up.
Peter Thiel, Zero to One
I don't know how the Bloomberg Commodity index is build and I don't intend to investigate. But I can see that we are at the minimum in 5 years. Why are commodity prices moving sideways/down? Because i don't see the need to build new things, there is plenty of excess capacity in the world. What is the problem? lack of Demand.
How do we solve this problem?
1.Destroy the excess capacity? Only with a war or a big recession
And of course if you are a producer of Commodities, Emerging markets countries this is not a very good position to be. I see the EM currencies going down big time.
To sell commodities & to buy I-phones is not a good position to be in. You need lot's of trucks of Commodities to buy 1 I-Phone! With this trend you will need more & more trucks.......
“It is better to be rich and healthy than poor and sick” |
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Today the best-educated Americans live 10 to 14 years longer than the least educated, on average. “Nothing pops out of the data like the link between education and life expectancy,” Olshansky says. “The good news is that the share of the American population that is less educated is in gradual decline. The bad news is that lack of education seems even more lethal than it was in the past.”
Education does not sync with life expectancy because reading Dostoyevsky lowers blood pressure; college is a proxy for other aspects of a person’s life. Compared with the less educated, people with a bachelor’s degree have a higher income, smoke less, are less likely to be overweight, and are more likely to follow doctors’ instructions. College graduates are more likely to marry and stay married, and marriage is good for your health: the wedded suffer fewer heart attacks and strokes than the single or divorced.
Gregg Easterbrook, The Atlantic
I guess one way to live longer is not to die in the process. One of the things that increased the expected life at birth is the massive decline in child mortality. The same is true with all the other illnesses. If you can avoid dying in the process you might reach the normal age of 80 or 85.
I was very impressed with the fact that if you wash your hands & have a clean house you probably will have less incidents (sick less frequently) and in result you can add (or take) 6 or 7 cm of height to the normal biological genes you inherited. People who grow in less clean environments can lose 10 to 12 cm of height vs people who grow in ..........
Each time you are ill and on drugs the growing process is stopped/slowed
Jacoba Urist, The Atlantic
It began in the early 1960s at Stanford University’s Bing Nursery School, where Mischel and his graduate students gave children the choice between one reward (like a marshmallow, pretzel, or mint) they could eat immediately, and a larger reward (two marshmallows) for which they would have to wait alone, for up to 20 minutes. Years later, Mischel and his team followed up with the Bing preschoolers and found that children who had waited for the second marshmallow generally fared better in life. For example, studies showed that a child’s ability to delay eating the first treat predicted higher SAT scores and a lower body mass index (BMI) 30 years after their initial Marshmallow Test. Researchers discovered that parents of “high delayers” even reported that they were more competent than “instant gratifiers”—without ever knowing whether their child had gobbled the first marshmallow.
“He who controls others may be powerful, but he who has mastered himself is mightier still.”
―
Lao Tzu
I guess if you can control what you do you can set a goal an execute! If you don't control yourself it's impossible to execute you just drift.
That is why to participate in a sport, to be really good in a sport can bring the discipline and the work habits necessary to do anything in life.
