Tuesday, May 20, 2008

St. Moritz and Aspen reunited, Emirates Mall

Snow falls gently night time. Nearby St. Moritz cafe's fireplaces broadcast fire.
Yes, that's what they do, they simply broadcast fire.
Aspen cafe, close to Virgin Megastore, is much more quiet. And cozier.
Curry smell covers the restaurant area, Burger King is surrounded by felafel and kebabs.
Emirates mall teaches skying lessons. Sells original French baguettes, videogames.
A slightly more commercial version of Disneyland, where kids are safely shaken by a gigantic robot hand.
Never ending, always surprising, shiny, immaculate and fresh.
Sky-lift operate until 11pm. From the terrace of T.G.I.F. a phenomenal view of the slopes.
Outside, still 100 Farenheit, dust, and the first shadows of the night.

Monday, May 19, 2008

Nuran Greens residence, Dubai

The noise of air conditioning cannot be dumped by my soft pillows. Laying in my bed, thinking abount this Sunday. The tears in the airport. The cold in the airplane. The heat in the taxi line in Dubai.
Le lights of the new city. The malls, the hotels.
The stars.
The middle east, and the gulf area.
Too many emotions to sleep, I calmly eat a banana in front of the tv. Satellite brings me Rai1, and whispers from Italy.

Tuesday, May 13, 2008

Moving on: Barcelona, MBA graduation, Dubai

After last Friday MBA graduation cerimony, University's campus was very quiet. Gone are hundreds of couples of parents who came from every part of the world to live this emotion with their promising children. Gone are the heavy rains, the queues for the cabs. Gone are the parties.
Gome are my very last two years as a student.
Walking around the campus I felt absolutely quiet. Fruits and jems of the MBA are ready to be caught. No more a student, I automatically feel distant from the working rooms, from the cafeteria, from all the facilities. I am a guest, walking around, during a holyday, in a desert University.
Desert in front of me. Arabic peninsula is waiting for me.
I will land in Dubai next Sunday, and will start working in ten days.
No more a student, I am ready to move on. Time will bring me some wiseness and some reflections on the MBA experience. For now, I am just thankfull.

Thursday, May 8, 2008

MBA graduation eve

In computer lab, pretending it's just another day.
Some students checking email, knowing it's just the last day.
Some partents visiting campus, feeling it's really a special day.
Wind and heavy clouds won't make the Dean sleep tonight.
It must be a sunny day. Melanchony will come later, when I will close all my baggages. It will be just another maniac Monday !

Monday, May 5, 2008

From St. David to Rothko

Large field of light colors in the South West coast of Wales.
I flow through capillars from Newgale to Little Haven. Horses staring at the sea, enormous spaces, sand and wind.
Yellow are the flowers of Wales.
Dark purple the paints of Rothko in Tate Modern.
Shallow light, deep intimate. Four hundred miles between chromatic solitude, sweet and cold spaces.
Some colors are free, enigmatic. Others are stored, for the future.

Pembroke

Last grasp of Wales is the castle of Pembroke. Ruins of white sand rich of history. Quick clouds run over the fortress.
Ice creams are already for sale. It rains and my trip in Wales is over.
Main objectives of the trip:

emotions
images

Both linked to nature, soil and tradition. Driving, too much, from place to place, I found warm rooms and solitude, for this time, an unwanted emotion.
Sweet smerald green landscape, rusty walls. Warlocks and wizards are finally resting.

Wednesday, April 30, 2008

From Mt. Snowdon to Whitesands Bay

Finally, unfortunately, Welsh weather stops making discounts. Mist and rain around Mt. Snowdon make the hike impossible.
A slow diesel train bring cold turists to the top of the montain. In fact, it brings turists into a giant cloud. The landscape is hidden. The train is cold and wet. Ironically the wagon has an automatic speaker which keep on suggesting to look left to heartbreaking views.
Two hours of mist suggest me to move south, to the coast nearby St. David. It's a long trip, but, at this point, necessary.
Short pit-stop at Cardigan, another disappointment. Cardigan castle is just a ruined wall, the rain isn't heavy but penetrate below my skin.
Warming in my car, hot blood and excitement bring me (finally) to St. David. Nearby Whitesands Bay is marvellous, large and sweet beach. It's a Breton see in Britain, without seafood in the low tide.
Dogs are playing into the waves. The sun finally kisses Wales, two hours before the sunset.
After disappointing meals, I give myself a special dinner, crabs and sea bass with Cider.
Extra-cold Walsh Cider is a really exciting drink. Immagine a big glass of cider filled up with ice cubes. Chilled as ice tea. Great great drink, obviously a disaster with sea food.

Travelling is looking for excitement. And for emotions.
Staring at a painting in a museum, staing at the sea.
Spotting a koala on a tree, walking through the street of a city old district.
Sometimes emotions can emerge from hybrid experience, food, music and landscape.
Or writing my blog in a B&B managed by chilled, surf dudes staff !

Tuesday, April 29, 2008

quick comparison (Although I hate comparisons)

Like Iceland, Wales average village population does not exceed 1000. Despite looking important on the map, 99% of villages offer just a small cafeteria and a nice sight.
Which is beautiful.

Whistling Sands, Aberdaron

Aberdaron, as the Lonely Planet guide states, is an end-of-the-earth kind of place.
Roads connect people to places. Thus, most of the earth can be reached only by a walk.
Highway and main roads connect to a limited and selected number of spaces. To break this gentle control, small roads in Wales do the job.
following a thiny and nervous road in the Llyn peninsula, I find myself in a desert beach surrounded by black stones.
I meet two persons:
  • A young fisherman
  • A technician who's trying to repair the cash payer for the parking. Even remote beaches have a two pound parking fee!

On the last edge of the peninsula lays Aberdaron. Here I find a small Cafe, serving sandwiches filled by fresh Aberdaron crabs. This place is all white painted wood, warm canvas. It's crowded by 60ers turists from Cardiff. Everyone is speaking in Welsh.
What does Aberadon offer?
Malichony, rains. Magic islands.
Most important, it offers intimity like no other spot on the earth does.

Travelling is movement. I cannot stare at Beaumaris castle more than 15'.
Following 10' in Beaumaris Courthouse. So uneasy place! So much enphasis on death sentences, tortures and witch-hunting. Dark emotions, people's favorite.
Several questions make my mind pale:
What is the substitute of witch-hunting?
Why humankind burnt witches for centuries?
And what do we do now instead?

Wales is full of witches, warlocks, and wizards.
I am the lizard king. I can do everything.

Monday, April 28, 2008

Wales day one

Wales in just two hours West of Heathrow.
What the hell I am doing in Wales?
Nature is, most of the times, the direct creator of the most stunning beauties. Views, sights which leave you breathless. Unexpected colors, gigantic masses with potent shapes, pure lines.
Elegant felins, thousand of birds flying together as a pink cloud. Crocodiles, born to kill.
Most of humans can only try to replicate the power of the universe.
Wales is not that disruptive. Wales is beautiful. Its landscapes are sweet, green and warm.

First visit, unforunately, a disappointment. Hay-on-Way.
The town of second hand books is useless. True, there are a lot of second hand libraries, true the maior festival (it's in one month) is a unique event, at which even Bill Clinton likes to partecipate. Dunno, what the past president likes in looking through one billion of insignificant old, stinky books.
The ruins of an old castle host the outdoor library. It's without personnel, in fact it's called the honest library. If you like a book you just grab it and deposit half a pound in a box. When I was there it was raining a lot. It's romantic when it rains over a million of books.
In fact here it rains at least ten times per day, for just a few minutes.
Day one ends in Betws-y-Coed. Walking in a forest, muddy soil, to the waterfalls.
Sleeping in a cottage, with a lot of white painted wood. Warm old Wales !

Map of Intelligence

Talking smart, looking intelligent, I am not sure these are real signes of intelligence.
Evaluating intelligence in a discussion requires to take into account the capability to adapt to the current situation.
Two quick examples:
1. In a political discussion you may prefer to be perceived as not extremely smart by certain enemies, so that they won't see you as areal threat.
2. When you meet the first time your boss' wife, a very beatiful but insignificant woman, you may prefer to talk about easy and silly matters to be liked by her.
In my view intelligence is not linear at all. Up to a certain threshold is about a deep analysis, then it's a quantic jump to the adaptation zone. Like Poincarè maps, two distinct areas of behavior are separated by a stiff curtain.
Evaluating intelligence is even more complicated. If a potential political rival seems not extremely smart in the first occasion you meet him, you may want to discount the possibility he is only pretending to be average to leave you relaxed.
And so on.
Obviously eveyone agrees that intelligence is understanding people, and, probably, nothing else.

Wednesday, April 16, 2008

Paintball; Platoon

Today Team A6 gathered together in a battlefield to play paintball. I have been shot in my throat, in my arm when I was already eliminated, in both my legs like Elias in Platoon, when the Vietcongs shot him 20 times before he died.
I did not like watching people so eager to shot at me. Hidden in the woods, journeyman snipers seem mercyless.
And they are, with semi-automatic air guns screaming. My hairs green of oily paint.
Where is my general?
Soldier boy, made of clay,
Now an empty shell,
Twenty one, only son,
But he served us well,
Bred to kill, not to care,
Do just as we say,
Finished here, greeting death,
He's yours to take away

Tuesday, April 15, 2008

Pale blond on A4 Audi, two Koreans follow on a BMW 730 d

So pale blond sad woman you drive big German car on which Volkswagen spent billions for marketing, media and advertising in the last 10 years.
Almost two tons of steel, in dark blue. Four silver circles on the front.
OOOO is premium.
OOOO is wealth. For someone.
Still you look so sad, awkward, exitant, with pointless red glasses, followed by two Korean punks on a big diesel BMW.
West of Barcelona in front of you, sweet sunset, you so pale.

Sunday, April 13, 2008

Everybody hurts, sometimes: Bachelor party

A slow cab was bringing us to Marselle Bar in Barrio Cino, REM screaming on FM 104.2.
My best friend telling we are mature, adult. Still one weekend like this would always be possible. Maybe.
Running wild when teenager, growing up in acid cotton of wealthy society. Cynic, sarcastic, tender. Now night arrives with her purple legion. Family man, happiness in front of me, it's time to donate childhood last jems, and call it a night.
Don't let yourself go, 'cause everybody cries and everybody hurts sometimes....
Childhood memories roll faster. 5.
8.
14 years old. More than 20 years of fun, laughts, friendship. Of life. Of doing it in our way, of pretending to be adult.
Now, one last time, we feel the moment to say goodbye.
Finally, sleeping together we hear someone vomiting in the dark, alone.
We laught, until tears.
Everybody hurts. You are not alone.

Monday, April 7, 2008

Wales eyeblink

5 days in Wales, that's my short post-MBA vacation. Two weekends with my fiancè in the City.
Wales, immaculate. Crispy hills and cold beaches. I am gonna love it !

Wednesday, March 26, 2008

Dumped by the radio

Thu March 20th I could not resist calling Radio24 to reply Italian Minister (of economic development) on his statement about Alitalia.
He said Airfrance is not paying just 140 mln for our bankrupt company, because there is a debt exceeding 1.5 bln.
Well, they are paying 140 mln, while they are evaluating the total potential of Alitalia 1.6 bln.
The radio conducer pointed out 1 bln of Capex, necessary to give life to Alitalia.
I think that one thing is the Business plan, one thing is the due diligence and purchasing deal. Politics confuse the two, just to make claims and for propaganda.

OK I am so boring that the conducer dumped me after two secs ! I hoped none had listened my intervent, but I have been unlucky.
Even an IESE student recognised my voice on radio and made fun of me as soon as I was back on campus !

I wanna tell you 'bout Texas Radio and the Big Beat
Comes out of the Virginia swamps
Cool and slow with plenty of precision
With a back beat narrow and hard to master

Friday, March 14, 2008

Friday night McDonald

Rejected by Petit Bangkok, dinner at McDonald in Gran de Gracia.
Royal with Cheese and Bacon, no french fries as always.

Who Traded 55,000 Bear $30 Puts Tuesday?

This past Tuesday, when Bear Stearns was trading around $65 a share, there was huge put volume in the March $30 strike.
Over 55,000 contracts traded that day at an average price of 15 cents a contract. This is an extremely unusual trade in terms of the number of contracts and how far out-of-the money those options were at the time; these options expire on March 20, so that left only 10 days for some event to occur that would cause these puts to go into the money and have some value.
So it appears that as rumors began swirling early in the week that Bear was having liquidity problems and might possibly be bordering on insolvent, someone took that to heart and bought the puts as disaster insurance. And today came news that several banks, including Goldman Sachs, would no longer act as a counterparty to any transactions with Bear. The inability to execute trades would essentially put Bear Stearns out of business.
Hence, we have today's selloff in which shares of Bear are down some $25, or 44% to around $30 a share. Those disaster put options are trading around $5.50 a contract.
Other banks and brokerage firms are seeing put volume today and several names such as Merrill Lynch saw above average activity last week. Merrill saw 13,000 and 16,000 of the March $45 puts traded last Thursday and Friday, respectively. That volume was over 13 times the 30-day daily average. At the time the stock was trading around $46 and the puts were valued at about $1.50 a contract. Today Merrill is down to $44 and the puts are worth $2.60 a contract.

Dancefloor

Just watching girls swimming on the dancefloor. All smiling, in the pool. But when the music's acid their movements become nevrotic, sharks around them.
So their faces more intense, and dumb

Monday, March 10, 2008

Today just a suggestion:

Back home, lay on your bed and listen 'Riders on the storm'
(The Doors).
If you can have a Canadian Club on the rocks,
great !