Notes à moi-même

2014/07/04

Suède - Danemark - Londres - Pologne - Berlin

Du 17 au 28 juin 2014.

Suède - Helsingbord & Markaryd.

Londres, jour 1:

Nice hotel just next to Leicester square.

Friday, drank a few pints at Harp, a great pub close to the hotel. Crazy crowded with locals only. Then, good food in Soho.

Saturday, nice breakfast and walk in Marylebone.

Walk to Oxford street, to Hyde park. Too commercial.

Walk back to Regent park and bus to Camden market. CROWDED !!

Bus ride to Kings cross for a nice street food fest. Beer.

Bus to Shoreditch for a walk.

Bus to Borough for dinner and beer at pub.

Back to hotel through bridges.

Londres, jour 2:

Tube to Notting hill, Portobello road, market.

Walk through Holland park and Kensington (beautiful sunny day).

Bus to Hammersmith - met a family on the bus who told us it was a more affordable area, only 2M GBP for a 3 1/2 - for a walk around and see the Hammersmith bridge.

Overground to Clapham Junction, down to Northcote road. Great location.

Underground to Whitechapel for a yummy Pakistani dinner in what could have been Pakistan.

Bus back to Leicester square via Covent Garden.

Pologne - Szczecin.

Berlin - Alexanderplatz, Berliner Dom, Altes Museum & Lustgarten, Bode-museum, Brandesburg Gate, Topographie des Terrors, Checkpoint Charlie

2014/05/28

Optimisation

Comment rendre plus efficace l'embarquement dans un avion. Un bel exemple d'optimisation.

2014/05/14

Strategic Planning (1973)

Article de Lou Gerstner pour McKinsey.
First, involve the decision makers.
Second, reward good strategic decision makers.

2014/04/17

2014/04/03

VUCA

Leading in a VUCA world : volatile, uncertain, complexed, ambiguous.
La clé, répondre à la question 'What are we really trying to accomplish ?'.

2014/02/24

Économie des USA par ville

Les 6 plus grandes villes représentent 25% du PIB des États-Unis.
Voir la carte complète ici.

2014/02/10

Un peu dans le même sens que cet article sur defined contributions vs defined benefits, les perspectives d'avenir de Warren Buffett et de l'IQPF ne sont pas trop encourageantes. Au moins, elles sont réalistes.

Buffett:

The economy, as measured by gross domestic product, can be expected to grow at an annual rate of about 3 percent over the long term, and inflation of 2 percent would push nominal GDP growth to 5 percent. Stocks will probably rise at about that rate and dividend payments will boost total returns to 6 percent to 7 percent.

Why such a different picture than the 10% or 15% suggestions that investment managers often give? Those managers are using overoptimistic approaches.

Retirement advice that indicates that you’ll be fine by just saving 10% of your income starting at age 40 is using unrealistic assumptions, at least from Buffett’s perspective. Save plenty for retirement, and start saving now.

IQPF:

Quand on fait une planification financière, on devrait utiliser une hypothèse de rendement de 3,75 % pour un portefeuille équilibré, selon l’Institut québécois de la planification financière (IQPF). Tant mieux si votre courtier fait mieux. Mais il ne faut pas se fier là-dessus.

2014/01/17

Mondialisation

Japanese whiskey maker Suntory Holdings is buying Beam, in a $16 billion deal that will create an international alcohols conglomerate [...]

Beam's portfolio of alcohols incdudes Jim Beam, Maker's Mark and Knob Creek bourbons, Teacher's and Laphroaig Scotch whiskies, Canadian Club whisky, Courvoisier cognac, Sauza tequila, and Pinnacle vodka. Suntory is the maker of Japanese whiskies Yamazaki, Hakushu, Hibiki, and Kakubin, Bowmore Scotch whisky and Midori liqueur.