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Sunday Reads And Listens... Heroes and Zeros, More On The Seachange And The New World Order of Lists
Howard Lindzon
October 29, 2023
Good morning…
I do not sign lists and I do not ask people to sign lists. I have my blog/newsletter that speaks for me.
That said, lists are being created right now and sent around the internet. I am not signing any of them or starting any of them but I have seen some related to banking and venture capital.
One anti-semitic list circulating (it will be found out which Hamas supporters created this list) is ‘venture capitalists to boycott’ (because they, like me, have been speaking up):
#jefferies doing everything in our power to lead the boycott league tables on the banking side.
— Rich Handler (@HandlerRich)
1:36 AM • Oct 29, 2023
Rich Handler the CEO of Jefferies bank has seen the list and as he says will do everything in his own banks power to boycott the Hamas supporters on the banking side.
October 7 is loudly reverberating around the world in spectacularly evil, heartbreaking, eye opening and predictable ways.
I linked last week to Howard Marks ‘Sea Change’ memo. Do read it. Here is Howard talking on Bloomberg for those that want to dive a little deeper.
We are in a ‘Seachange’ right now. Howard Marks talks about that seachange being a move to investing in credit over ownership and I see additional seachange in how and who we do business with as the world shrinks away from globalization. I wrote a few weeks ago that while software continues to eat the world, higher interest rates eat software margins and risk appetite.
October 7 is an additional ‘seachange’ that will have to be factored into how we do business and who we do business with for the next decade(s).
Onward…
This image with me from the War in Gaza right now…
For the first time since September 12, 2005, the Israeli flag flies in Gaza. We are UNBREAKABLE. 🇮🇱
— The Mossad: Satirical, Yet Awesome (@TheMossadIL)
9:02 PM • Oct 28, 2023
While misinformed, hateful, anti-semitic marches are going on on college campuses in US cities right now, Israel is rescuing Palestine from Hamas.
Here are a few heroes that I have been reading about this weekend…
"This is Wafi, my bro from the last week. (Not the best picture, but we'll deal with it.)
Wafi is a Bedouin and an expert field tracker with a career of 25 years of service in the IDF. He's fought in all the wars and operations, and gets up each morning to defend the most… twitter.com/i/web/status/1…
— (((Emanuel Miller))) 🌻 (@emanumiller)
6:28 PM • Oct 28, 2023
and…
HERO
When the fighting is over, this angel must be decorated highly for his outstanding bravery.
Police Officer Igor Pivniv lives in Moshav Yated just 4 km from Gaza. On the morning of October 7 he went to work as usual. Some time later, his wife messaged him that their… twitter.com/i/web/status/1…
— (((Emanuel Miller))) 🌻 (@emanumiller)
6:15 PM • Oct 28, 2023
one more…
23-year-old Adi spent her IDF service protecting the city of Sderot. When all hell was unleashed from Gaza on October 7th, she volunteered for reserve duty so she could help residents by doing what she does best. She was attacked by Hamas rockets on the way.
Her boyfriend, who… twitter.com/i/web/status/1…
— Yael Bar tur (@yaelbt)
4:59 PM • Oct 28, 2023
While for most the world is in a fog, much has become clearer to me. I hope to spend next week sharing more on this in the newsletter.
Hope your Sunday is good.
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