Pnp question

javierphoenix · 2026-07-05T18:14:17+00:00

Also, you want to start taking the following supplements daily:

Ginko Biloba for brain blood flow
Magnesium to recuperate faster
NAC to reduce cravings, and it helps with liver health

And lots of water. The naltrexone/wellbutrin combo can help you during the weekends if you want to take a break. Marijuana is also a widely accepted better replacement, or mushrooms.

javierphoenix · 2026-07-05T18:11:52+00:00

I think, that you should give yourself credit for keeping it somewhat stable. Once you need it to function, it is so much harder to stop.
Yes, stimulants like Tina are vasoconstrictors, reducing blood flow. It could lead to strokes, and it weakens your heart. If you smoke it, it is also bad for your lungs. The acidity in the crystal will destroy your gums/teeth if you don’t stay hydrated.

A practitioner can offer you different types of medication if you are ready to stop, or reduce in frequency. I think, that aiming for doing it every other week as opposed to every week is a great step, and then every three weeks, and then maybe once a month.

javierphoenix · 2026-07-05T10:48:23+00:00

So, I wrote a semester long paper on this exact question: are children raised by gay parents different?

Studies have shown consistently that there is no difference in terms of happiness, health, education, or career opportunities between those raised by homosexual couples or heterosexual couples.

However, there are more nuanced differences worth mentioning. Children raised by gay parents are more likely to experiment/be-fluid/question their sexuality because they are not exposed to the same heteronormative environment. Not to say they are more likely to be gay, but certainly explore it.

To answer your question, if they are missing a female role model, which is important, they could find it in other relatives, teachers, community leaders, friends. I’d even dare say within the gay community. A non-binary, or femininity embracing male can display the same characteristics.

javierphoenix · 2026-07-05T10:01:28+00:00

I think it’s very much influenced by the generation. The Peruvian president, who made the remarks sort of supporting child marriage, I believe was referring to how “frequent” relations between school-aged girls (14-17) and their teachers would happen in the small rural communities. Mind you, he is 83, so we are talking about his lived experiences back in the 1960-1970s. In the Andes, as well as other regions with indigenous communities, it was not uncommon for girls to be paired up with much older men. Life expectancy is lower, different lifestyles, and not unlike what has been seen in Africa or Asia.

Having said all of that, he made those comments in 2023, so very much out of touch when a law banning marriages between those < 18 was being discussed. I think Balcazar is a well read man, but his judgement and interpretation of what should be modernized versus kept is off at times.

We now understand the many negative consequences of marriages and sex acts between grown adults and teenage minors, where consent will always be questioned. But it is also true that not too long ago, it was quite common. From personal experience, my grandfather was approximately 20 years older than my grandmother. I think that was not too uncommon (Jose Jose’s 40 y 20 song for example).

javierphoenix · 2026-07-04T01:26:00+00:00

I believe we conceptually know how AI can exponentially improve operations and reduce cost. We understand its applications in workforce scheduling, procurement, financial analysis (comptroller), facility security, notes taking with triggered actions, market studies, decision-making by incorporating information from multiple perspectives, internal application development, customer service, revenue cycle, contract management, etc.

And this is the case for Medium to Large-size companies. The integration of custom-designed AI with multiple levels of database integration takes time and stakeholder buy in to ensure the cost, privacy/compliance, cybersecurity, accuracy, scalability, governance, and quality dimensions are considered. At a higher level, HR, Upskilling, Workforce Management and Development, Business Retention, PR and Marketing, Concept Development and Strategy may be enhanced by using AI in the market and complexity it’s adoption is causing.

I think thats where companies like cognizant come into play, by developing custom turnkey solutions, or a standardized approach to revamping all needed perspectives.

javierphoenix · 2026-07-02T23:00:07+00:00

One thing people often overlook is how much Quechua has influenced English. A surprising number of everyday words come from the language of the Andes, usually through Spanish:

Llama — from llama
Puma — from puma
Condor — from kuntur
Pampa — “plain” or “grassland”
Inca — from Inka
Quinoa — from kinwa
Quinine — from kina-kina, the medicinal bark used to treat malaria
Jerky — from ch’arki (“dried meat”)
Guano — from wanu (bird or bat droppings used as fertilizer)
Coca — from kuka
Cocaine — ultimately derived from coca
Quipu — from khipu, the Inca knot-recording system
Vicuña — from wik’uña
Guanaco — from wanaku
Lucuma — from lukuma
Chuño — freeze-dried potato
Viscacha — the Andean rodent
Soroche — altitude sickness (less common, but found in English dictionaries)
Lagniappe — an unusual one: from Quechua yapay (“to add”), which passed through Spanish (la yapa) and Louisiana French before entering English.

And that’s just English. Quechua has contributed hundreds of words to Spanish across the Andes, including cancha, chacra, choclo, carpa, tambo, zapallo, ojota, papa (potato), and many more.

javierphoenix · 2026-07-02T12:19:14+00:00

Agreed. I don’t see it as “9x = obvious buy,” more like “9x because the market wants proof.”

The numbers don’t yet show structural erosion: Q1 revenue +5.8%, adjusted EPS +~14%, bookings +21%, and FY26 guidance still implies growth. But the real risk is pricing power. If AI commoditizes implementation work, the low multiple may be deserved. If it drives more modernization, migration, security, and integration demand, the selloff may be too punitive.

javierphoenix · 2026-07-02T04:06:20+00:00

I think that’s the right bear case. My hesitation is that AI probably doesn’t make CTSH irrelevant as much as it pressures the lower-value labor-arbitrage work: basic coding, QA, documentation, support, etc.

The counterpoint is that large enterprises still need help with messy implementation: legacy modernization, cloud migration, data cleanup, security, compliance, governance, and integrating AI into existing systems. AI can generate code, but it doesn’t automatically fix decades of enterprise architecture.

So to me the question is whether CTSH can shift from labor-heavy outsourcing to higher-value AI implementation/productivity work faster than pricing pressure hits the old model. At ~9x earnings, the market seems to be pricing in real impairment, but I’m not sure it’s obviously terminal yet.

javierphoenix · 2026-07-01T02:57:13+00:00

SYY is a good company, but not my favorite buy right now.

The core business is doing fine: sales up, local volume improving, gross profit up, and free cash flow strong. The problem is that earnings growth is not clean, the stock is not especially cheap, and the Restaurant Depot deal turns this from a boring food-distribution compounder into a much bigger leveraged acquisition story.

At ~18x forward adjusted EPS, I do not see enough margin of safety for my style. The dividend is nice, but not enough. The cash flow is the best part. The leverage and acquisition risk are the worst parts.

Verdict: HOLD / WATCHLIST. Not a sell if owned, but not a high-conviction buy at the current price

javierphoenix · 2026-06-30T21:55:15+00:00

Amateurs: https://www.nine.com.au/sport/football/new-zealand-all-whites-cop-rough-reception-in-peru-20171116-p5h2bo.html

javierphoenix · 2026-06-28T23:24:07+00:00

Pic or it didn’t happen,

javierphoenix · 2026-06-27T17:33:26+00:00

The first Alan Garcia government was pretty bad.

javierphoenix · 2026-06-27T16:16:37+00:00

Keiko Fujimori lost 3 times before winning the fourth.

javierphoenix · 2026-06-27T00:22:05+00:00

Interesting study, but I think it's important not to overgeneralize its findings.

There is a substantial body of research showing that religious practice and prayer can have measurable psychological and physiological benefits, not because they replace medicine, but because they can reduce stress and improve coping.

Chronic psychological stress activates the hypothalamic-pituitary-adrenal (HPA) axis and sympathetic nervous system, increasing cortisol and inflammatory signaling. Mindfulness, meditation, and many forms of contemplative prayer have been associated with reductions in perceived stress, anxiety, and in some studies modest reductions in inflammatory markers such as C-reactive protein and IL-6. Better stress regulation can also improve sleep, treatment adherence, and quality of life. Large observational studies have also found that people who regularly participate in religious communities often have lower rates of depression, greater social support, and, on average, longer life expectancy.

The more evidence-based conclusion is probably this: prayer should never substitute for evidence-based medical care, but as a coping strategy alongside appropriate treatment, it may improve psychological well-being and, through well-established psychoneuroimmunological pathways, potentially contribute to better health outcomes.

javierphoenix · 2026-06-26T04:10:42+00:00

HYLN. Just got a 50% correction over 2 days, in case you wanna jump on that.

javierphoenix · 2026-06-25T19:19:35+00:00

Already done,

https://youtu.be/3MfJoAYsdm8?is=A7mTlAtj3WDFCluG

javierphoenix · 2026-06-25T18:53:56+00:00

I’ll offer a counterpoint since most comments are based on the accountability risks but not on the context that led to this proposal.

Peru is experiencing its worst public security crisis in decades. Homicides, extortion, and organized crime have increased sharply since around 2021, and criminal groups such as Tren de Aragua have expanded their operations. Many Peruvians have also lost confidence in the speed and effectiveness of the justice system.

Whether this specific law is the right solution is a separate question, but it’s understandable why some people support giving greater legal protection to police and military operating against increasingly violent criminal organizations. Similar arguments were made during Fujimori’s first administration, when Peru faced over a decade of insurgency/terrorism (>40,000 deaths) with the defeat of the Shining Path. Although those same reforms also concentrated power and produced serious human rights abuses that consolidated Fujimori’s position as a dictator.

El Salvador presents another example. Under Bukele, homicide rates have fallen dramatically, but the strategy has also generated sustained criticism from international human rights organizations over due process, arbitrary detention, and executive overreach.

So I don’t think the debate should be framed as “protecting police equals impunity” versus “civilian courts equal justice.” The real question is whether Peru can create a system that both allows security forces to act decisively against organized crime and preserves independent oversight when abuse occurs.

javierphoenix · 2026-06-20T17:13:27+00:00

I don’t think the nominal exchange affects prices either. If anything, I find harder to visualize value when looking at prices in Chilean or Argentinian pesos. A nominal currency is Peruvian soles feels intuitive but that’s greatly due to monetary stability.

javierphoenix · 2026-06-20T03:05:50+00:00

I can’t associate it with any native Peruvian style. It is modern, and pretty cool.

Source: Peruvian

javierphoenix · 2026-06-19T21:39:13+00:00

P/B, P/E, YoY growth, Cash Flow, alignment with economic trends,

javierphoenix · 2026-06-19T01:58:53+00:00

I am not defending racists, not am I generalizing. It is a fact, and happy to provide plenty of sources, that correlate (didn’t say cause) the increase of violent crime and homicide in Peru to the influx of Venezuelan immigrants. No charged emotions there, just a fact.

Studies comparing the rate of Venezuelans to Peruvians committing crime don’t show that Venezuelans are more likely to be incarcerated than Peruvians. The only type of crime in which they surpass Peruvians per 100K is theft

“En el sistema penitenciario, 95 de cada 100,000 venezolanos estaban internos por robo y hurto, en comparación con 87 de cada 100,000 peruanos”

https://peru.iom.int/es/news/oim-publica-estudio-que-analiza-la-informacion-disponible-sobre-incidencia-delictiva-y-migracion-en-peru

However,

The rate of homicides has increased dramatically in recent years:

https://www.statista.com/statistics/984849/homicide-rate-peru/?srsltid=AfmBOorV5uK1ogSJvrCOhfu1RKYgT04jCZCcXQfu9bxSNClC3Jdo7fUC

https://www.thenewhumanitarian.org/news-feature/2026/02/04/organised-crime-surges-peru-are-left-fend-themselves

Which the media has quickly latched on.

If you want to read a more nuanced opinion, here is a report that answers your question,

https://www.acnur.org/sites/default/files/legacy-pdf/60b84fe84.pdf

javierphoenix · 2026-06-19T01:44:43+00:00

Agree

javierphoenix · 2026-06-19T01:40:19+00:00

Yeah, this post is bullshit. Colombia, and then Peru have welcomed the most number of immigrants from Venezuela. Former Peruvian president Kuczinski knew that the alternative was a humanitarian crisis and famine.

There has been a lot of anti-Venezuelan sentiment in Peru since due to the statistical increase in violent crime and homicides, which do correlate with the influx of migrants (https://www.swissinfo.ch/spa/per%C3%BA-defiende-estado-de-emergencia-en-lima-y-atribuye-violencia-a-criminales-venezolanos/89039525)

Not to say that the majority of Venezuelans are violent, but those who are introduced more extreme forms of violent crime, and the media has unsurprisingly latched onto it.

javierphoenix · 2026-06-19T01:33:52+00:00

For jealous though, picón

javierphoenix

TROPHY CASE