Stadiums full.

This is what we see at the FIFA World Cup.

Gloom and doom about no one travelling to watch…

…seems to be nixed.

Are any doomsdayers amounting to anything?

AI taking over and slaying all else?

It’s a collab. No one’s taking over anything completely.

US markets were supposed to crash…

…like yesterday. And with that, the world.

Whenever a full blown crash does happen, it will very probably be at a time when most shorters are exhausted, read in big losses and retired hurt, didn’t want to use the word bankrupt.

AI is supposed to lead the ‘bubble burst’.

Has AI just smelt some monetization in collab with the back-offices of the world?

Back-offices have the capability to hold the system up on the back of their picks and shovels work, which, obviously, DoomNixers ‘nix’ themselves upon. You see, it’s not glamorous enough. They didn’t see it at all thus, and stumbled and fell.

Here’s another one : No one can beat the effthurteefiive. True? Hmmm. We saw what we saw.

Attackers felt they would bring the opponent down over the weekend. Opponents, fighting for their lives, seem to have emerged better than their attackers.

When one fights for one’s life, one fights with every ounce of resource and every joule of energy.

The Dean at his Univ advised Max Planck to study Music instead of Physics, since he felt that every meaningful thing in Physics had been discovered already.

Max Planck went on to found a whole new branch of sciences. Quantum Physics. On which anything and everything today is based.

There’s this thing about optimists. They believe in their systems, their hard work. Their ability to fight for their lives. For their systems. For the passing on of their legacies.

Max Planck fought for the entire field of Physics, and what a legacy he’s passed on. Conventional Physics builds the framework, and Quantum allows us to traverse the Universe.

Core Tech is fighting for its life. Pushed to the wall, it will devise a way to emerge, as a monetizing handholder for AI to be implemented. It’s fought for its life many times before and has emerged victorious, and very lucratively.

There are two paths emerging here, in the example with Core Tech.

Path one – DoomNix. Pronounce it dead. Invest elsewhere, with expensive valuations.

Path two – research. Find companies that are transforming with the times, with clean balance sheets and free cashflows. Invest in these, as valuations are very reasonable currently.

One can even follow both paths MINUS the doomnixing. Meaning that one takes punts in expensive companies, no idea how that will pan out in the very long-term, and one also invests in very reasonably priced and transforming Core Tech, with clean balance sheets and free cashflows. This will give a decent return in the very long-term.

We leave the doomnixing to the pessimists, nay-sayers, lacking-in-hopers, non-believers in themselves and in good systems – this breed will keep collecting misses in life.

Having expunged the breed from our eco-systems, we stride ahead with our very long-term bullish view in our growth market, since the essence of sitting on a compounding portfolio for multiple decades is…

…an optimist mindset.