Tag Archives: #knowledge

Obviousness

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Knowledge streams…

…at unprecedented speed.

You want it?

You got it.

Lag is negligible.

Everyone has access.

Conclusion? Fazit? Nichor? Bilan?

What seems obvious is likely a trap.

Fundamentals can be fudged, to an extent. A closer look at gaps between fundamentals vs actuals unveils those who fudge. Actuals on the ground will need to match fundamentals, somewhere. For example, if there’s no debt on the balance-sheet, there will well be a surplus which the company in question accumulates, and there will be a path on which this surplus flows. This path should be visible in the annual report. If there’s no surplus, company will show visible signs of stagnation. If something officially declared by a company doesn’t match (visible) actuals, the fudging window opens. We steer clear of companies with even a fudging crack open.

Technicals can be used to set entry and exit traps.

By professionals

For the masses.

Masses act at levels.

Generally, price hovers around an obvious level till the majority has acted. Then, generally, price goes against. When crowds cut entries, institutions enter on their exits. This strategy paves the way for relatively easy and heavy entries.

Moral of the story for us?

We wait for an obvious level.

We don’t act. Yet. However, we are on alert.

We envision an aftermath play in our minds.

Entry pivots are coming quick, nowadays. There’s hardly any time to act, especially if one has an otherwise busy schedule.

Therefore…

…we only deal in GTTs. Period.

Thus we feed in our GTTs, as per mentally outlined situation, and back up these with funding, if entry-trigger is less than 5.2% away. All this we do in a cool moment, after market hours, away from the noise, when we can think clearly.

And, most importantly, …

…we do it away from the obviousness.

Pigs

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A structural component of markets…

…are its hands.

There are weak ones.

Then, other hands are strong.

Weak hands can be snatched from…

…easily.

They panic fast, and throw their holding during mild turmoil, …

… they are afraid, …

…not possessing holding-power, because they haven’t created the circumstances, and have prematurely jumped into a market.

Buying without margin of safety is one such premature jump.

Without fundamental, technical and / or general knowledge are others.

They are the mythical ‘pigs’ that get ‘slaughtered’.

Evert cycle produces new ones.

The ‘pig’ of one cycle eventually goes on to become a strong hand of another future cycle.

Strong hands know.

They study fundamentals, or technicals, or are generally savvy from experience, having developed market intuition. Strong hands have come prepared, perhaps, with a combination of all these traits.

They are liquid.

The’ll buy through the fall, piece by piece.

You can’t throw them off, …

…because they have holding-power.

It didn’t come for free, for once upon a time, they too were ‘pigs’ that got slaughtered, but they survived to live another day, learn, and rebuild.

As we grow in market experience, our hands tend to get stronger.

Some ‘pigs’ don’t make it to the next market.

Their slaughter moment might come late, paralyzing them financially, with no time, or energy, or both, to recover.

Some just give up on markets after an early slaughter experience.

We need to make many mistakes, early in the game, by sheer doing, learning, and not repeating, these. Early on, the numbers that we play with, are generally small. That’s when we need to get fatal errors out of the way.

As our numbers grow, and as our hands become strong, we then position ourselves…

…to thrive in the markets.

Any market.

Constriction

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Nobody likes constriction.

It …

… limits, …

… suffocates …

… and tries to lower one’s self-esteem.

Have been constricted.

Circumstances all around border on criminal society, fascism and unnecessary limits applied to everyday life, even home life.

There’ve been two ways to go.

One is to crumble.

The other is to find pathways.

In alleys.

Corners.

Cloud.

Navigation.

Codes.

Systems.

MultiTasking.

Covert efficiency.

Knowledge acquisition

Application.

When nothing works for one on the outside, we go into achievement mode on the inside.

I speak for those who decide not to crumble.

Times will change.

They always have.

It’s dictators that have crumbled.

They’ve not been able to conquer time.

We keep ourselves functional till our time comes.

When it does …

… and it will, …

… our added soft assets will shine forth …

… not only with a vengeance, …

… but will be impossible to ignore.

Achievement is just an add-on.

Survival is a far more precious memory.

The CC

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Done it again.

Introducing…

…the…

…Constitutional Comparative (CC). 

It’s in our constitutions…to compare. 

We exhibit the constitutional comparative by default…

…and we need to expunge this trait from our DNA…

…which takes time…

…but can be done, with determination and practice. 

Each one of us is unique, and we’ve come to do unique things. 

Some blossom early. 

Some blossom late. 

Some don’t blossom at all, or so it seems. Turns out later, their sole purpose in life was to provide stabilizing energy to their environment. They became activated from the womb, and they deactivated upon death. There was no question of blossoming at a certain time. You could also say, that they blossomed their whole life long. 

SEE?

Don’t compare. 

You can’t see the wheels within wheels just like that. 

Seeing wheels within wheels takes insight, penance and an appropriate state of mind. Therefore, if you really must compare, at least graduate to that state of mind first, where you possess the capability to see wheels within wheels in action. 

Or, if graduating to this state of mind is not worth your while, well, fine, no probs, but…

…DON’T COMPARE then…please. 

Live your life. 

Do what you’ve come to do. 

If you don’t know what you’ve come to do, well, FIND OUT. 

HOW?

Go within. 

Talk to yourself. Yeah, it’s not crazy to talk to yourself. 

In solitude come phenomenal solutions. 

You realise who you are…

…and what you’ve come to do. 

In a crowd, such finer points get lost, in the noise. 

And, why all this on a blog which has to do with finance?

Well, you can only invest properly if you’ve found yourself first. 

If you know who you are, you’ll also invest like who you are, as per your risk profile. 

A portfolio put together with the knowledge of your own risk profile will last you long, and will give you good returns for life. 

🙂

 

 

WoC

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I think I found something. 

It’s very possible someone chanced upon my discovery before me. 

Doesn’t bother me. 

Reason?

I’m happy that I found something…myself. 

Struggle in finding…taught…me. 

I’m richer in implementational knowledge. 

Oh, I forgot to mention that I’m sharing the essence of my discovery…with you. 

Why?

I like to share. 

I won’t be spoon-feeding you…believe me. 

However, I won’t fall short of inserting the seed in your mind. 

Spare me the BS. 

I’ve heard it a million times before.

I have enough, and beyond that, I’m not commercially minded. 

In sharing are the riches. Hoarding leads to blockage…which leads to disease.

Sharing is flow. 

Flow leads to health…and happiness. 

Anyways, I’ve just established the WoC. 

Stands for Window of Confidence. 

You make it. 

How?

With your System. 

How?

Any which way you can mould your System to make it. 

Why do you make it?

It’s your basket…, your fishing net, actually. 

What do you catch in it?

That, which you wish to investigate further…for the purpose of investment. 

Whatever you delve into needs to meet certain standards, right?

There, you have it. 

Oh, one last thing…

…you ONLY look in your WoC…

…for that which needs to be investigated. 

You don’t look anywhere else.

Period. 

Happy Investing!

🙂