The Tech and Software Sector is Close to Eating the World ? | Ziad K Abdelnour

Being both an oil trader and financier and tech investor, I am frequently asked about my general views on the oil and tech sectors at large given the ever changing financial and political disturbances out there.

Well for a start, you might think that tech is today in a bubble as a company whose sole product is a photo sharing app in which the pictures get deleted after they are shared just turned down $3 billion.

Maybe…But the reality is that even if there is a bubble in the making there are really no consequences. Unlike the late 90s, technology is now established. If one company blows up, other entrepreneurs will start a new one or join someone else. So If you really think about it, the cost of failure has never been so low, ever.

By the same token, and for the sake of argument, I don’t think that the tech and software sector is even close to eating the world.

Read More: The Tech and Software Sector is Close to Eating

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GOING TO WAR AGAINST NORTH KOREA – POSSIBILITY, OUTCOME AND RESULT

To make a long story short, I strongly believe that any war between the United States and North Korea would result in the collapse of North Korea’s government and a massive flood of refugees into China and South Korea. This is likely the reason (along with North Korea’s nuclear weapons) why the US has not toppled the North Korean government yet.

In fact, it’s very likely that behind the scenes both South Korea and China have been sending North Korea subtle signals that regime change is not a desired option. This would explain why the North Korean government hasn’t collapsed considering that it doesn’t and hasn’t been meeting the needs of its people.

Who would win such war?

It all depends on what you mean by “winning”, the circumstances in which the conflict begins, and whether North Korea uses nukes/WMDs.  If we ever engaged North Korea, I don’t see the U.S. using nukes because our conventional weapons are effective enough.

First, discussing the circumstances, if North Korea attacked the South, it would take longer than if the South/U.S. attacked North Korea.  The reason is that you would have to stop their offensive before moving back north, account for casualties/battle damage, etc.  If the South/U.S. attacked the North, we would be able to neutralize a lot of their military power right off the bat, which would make things go much more quickly.

If intelligence allows for forces to mobilize early before the conflict begins, it would be faster than if they attacked by surprise and we had to spin up logistics.

If North Korea used nukes or WMDs, it would significantly complicate things both militarily and politically.  It could be slower due to significant damage to our forces, or it could be much faster due to the rest of the world coming together to “take care of” North Korea.

One important factor… drones. Drones can indeed make their carefully dug in positions very vulnerable, and judging by how they are building up their military, that’s a big problem for them.  I think we would also easily maintain air superiority.  Given that it’s a small, extremely mountainous country, it would seem to be relatively easy to use drones and air strikes to completely disrupt their supply lines.  There simply aren’t that many places where rail lines or significant roads can run, especially across the river.  And we have become very good at using drones, helicopters and so forth to spot units moving and take them out from a distance.

I think there is a not insignificant possibility of North Korean collapse once the war goes on for any length of time.  They may have many men under arms, but they cannot feed them in peacetime, much less in war.  If they can’t accomplish a blitzkrieg and get at South Korea’s food supplies they will quickly run out of food.  They also have very limited supplies of other things because they have been at famine levels for years.  Outside of a few zones where they cooperate with the South (and maybe China) their industrial base is small and aged.  They have few natural resources and even now have less ability to exploit them at the level that a modern industrial nation can.

More Info:http://ziadabdelnour.net/going-to-war-against-north-korea-possibility-outcome-and-result

Four Invaluable Aspects for Branding Yourself as a Leader

Of all the social media networks, business professionals have clearly opted for LinkedIn, arguably because it is the platform that has fulfilled their professional needs for networking. Three million CEOs on Jeff Weiner’s network have the opportunity to connect with about 500 Million other users, and in turn through those to billions of people around the world.

How can your LinkedIn presence show your Charisma? Whether you like it or not, your profile, posts and updates will reflect your success or otherwise.

Great leaders raise the flag of their brand high and lead their companies from the front. They build momentum with their name and recognition in their niche markets and pull the train of their company behind them. I want to help you to be one of those leaders.  With my help, I promise, you will surpass your peers and go well beyond…

To visualise this idea, think of well-known figures such as HH Sheikh Mohammed Bin Rashid Al Maktoum, Richard Branson, Mark Zuckerberg, Bill Gates, Ziad Abdelnour and Patrick Bet-David.

More Info:http://www.net2work-solutions.com/en/actionable-advices/four-invaluable-aspects-for-branding-yourself-as-a-leader

Our investment criteria and interests for 2017 and beyond

Dear Partners, Friends and Colleagues:

Happy New Year to you all…. Hope you had an awesome Holiday Season as I did. Wishing you all the very best for 2017 and beyond.

With a new year comes new investment resolutions – especially given the nature of the game to be played with Donald J. Trump now as our new President.

To make a long story short, our basic investment philosophy consists of investing globally with other families and private equity groups typically targeting firms meeting the criteria below:

More Info:http://www.blackhawkpartners.com/blog/investment-criteria-interests-2017-beyond/

 

Clinton v/s Trump: Impact on Wall Street and the Economy at large

Some personal thoughts I thought I’d share about the US markets and economy at large in case of a Clinton or a Trump Presidential victory.

 At the end of the day folks, it is still the “Economy” stupid.

 In the case of a Clinton victory:

 1. I believe you should expect a platform of tougher Wall Street enforcement. And for good reason. Some 67% of the U.S. populace wants a president who favors stricter regulation of financial institutions…Even Republicans to the tune of 58% said they want a candidate willing to toughen Wall Street oversight. Looks like given the hostility of the American people toward financial institutions, no one can get elected, saying they’re going to side with Wall Street.

Read More: http://www.blackhawkpartners.com/blog/clinton-vs-trump-impact-wall-street-economy-large/

To all those wide-eyed millennials looking for a break

It breaks my heart to see millions of millennials still chasing rainbows and hoping that the US government or a cartoon character such as Berne Sanders or crooked Hillary Clinton were ever going to change their lives.

Maybe it is time to grow up folks and grow some too and realize that no one is going to take care of you other than yourself if you want to build anything meaningful in your life….whether nailing a big corporate job or creating your own empire. NO ONE. So get used to it, life is not fair and this will never change.

Ever since the paleolithic era we’ve been fighting over scarce resources. Whether this was food, shelter or trendy sabretooth skirts.

Times have changed – but the essence remains the same; it’s resources we’re after.

Money mainly.

In the old days, we used to have a trading system where hunters would trade their catch with fishers for example. This is an equal exchange of value of differently skilled people.

The same concept still applies today. Money simply has made trading your entire life easier.

This system allows us to tap into the expertise of others. The more difficult the task, the more money they get.

Being able to do what others cannot is what makes you “valuable”.

Anyone can sell shoes, anyone can run behind a dumpster truck, anyone can sell fast-food. But not everyone knows how to build a house, lay electrical wiring or perform an open-heart-surgery. The more difficult and in-demand your skills are – the higher your value will rise.

If you want more income – You have to deserve it first.

How?

 

http://www.blackhawkpartners.com/blog/wide-eyed-millennials-looking-break/

Why we need to make it easier for China to invest in America

I am frankly flabbergasted that with all the economic issues facing our nation today and our dire need for capital inflows to help invigorate our industries all across the board, we are giving so much hard time for Chinese foreign direct investment in the United States.

It is a fact that Chinese direct investment in our economy is set to reach a new high this year due to a wave of deals announced in early 2016. But experts say the pace is already slowing as politicians and regulators increase their scrutiny of Chinese details.

Some lawmakers are crying foul, protesting that U.S. firms can’t invest easily in many sectors of China’s economy, while the U.S. market is wide open for their Chinese competitors, or nearly so. Efforts to negotiate a bilateral investment treaty between the two countries have stalled as Beijing has sought to rope off numerous industries.

Frankly, I believe this approach is too narrow minded and blindsided and it’s part of a troubling trend.

http://www.blackhawkpartners.com/blog/need-make-easier-china-invest-america/