Constants

Hey.

We play the game…

…with numbers.

Numbers are…

…our thing.

The thing with numbers is…

…that once we create a constant for ourselves…

…a pivot…

…something like a compass…

…AI doesn’t have access to it.

It’s our number.

It’s in our mind.

By the time AI gains direct access to our mind, we’ll be gone.

For example, we establish a low buying average, over many buys, in something we consider to hold value.

Each individual establishes their own, meaning…

…it’s each person’s own low buying average.

It decides the multiple.

It’s the centre-half. The libero. It creates the play. It’s unique to a person. No AI access. The whole game has been taken away from AI. It remains a human game. It’s not what the masses are doing. It’s contrarian. It’s going to make money.

Volatility is a constant.

Disruption is a constant.

Fear is a constant.

Greed is a constant.

Mass-behaviour is a constant.

Pigs getting slaughtered is a constant.

We play it by constants.

We’ve even started using unique mass-logic defying indicators, that only we have defined, that no one else knows about or can dream of, and we’re using them successfully, with no access to AI.

We’re functioning from within a matrix where we control the game, AI doesn’t.

Beauty is, outside of our protective matrix, we have access to all of AI’s capabilities, should we choose to use them.

Not yet though. Specifically after the 160+ girls murder rumoured to be caused by intel provided by AI, correct me if I’m wrong. AI as it currently is doesn’t seem ready for seamless implementation. All those foolishly believing so at this moment are the pigs referred to above. Pigs get what? Slaughtered. I didn’t say this first. It’s a common market saying. Markets are a – constant. We trust constants.

There will be many more blow-ups before seamlessness is achieved.

Think of banking systems causing and compounding massive errors because of blind reliability on AI.

This of AI suggested war strategy backfiring because of lack of understanding of human psyche.

Think of investment strategy imploding, left with eyes wide shut to AI, owing to lack of proper understating of human behaviour and its unpredictability. Anyways, on the plus side…

…think of any level of positive upheaval that AI will cause.

Think maximum.

Thought?

Since we play it by constants, we’ll continue to thrive, maximum disruption and beyond.

Such is the power of constants, that we successfully harness.

Recognition

Hey.

Don’t cry for me.

I’m doing well.

At times I’m down, when I seek recognition in the outer world, from people, from a country, from an institution, etc.

Since these sources have nuances, I get disappointed at times.

Over the years, have been learning to find recognition elsewhere.

I’ll just share with you where. Before that, let’s speak about every human’s need for…

…recognition.

We have it. Let’s not sweep it under the rug, or deny / ignore it.

Since it’s there, we need to deal with it.

When recognition comes from a worldly source, it is fickle at best. It inflates us, and makes us look for next-level stuff. And…

… it is fleeting.

A tool for manipulation.

Addictive.

Not leading to lasting happiness.

Not aligning with my core values committed to pursuits of good health, happiness, long-term contentment, and efforts towards no regrets.

Therefore – avoidable.

Stopped looking for it in humans or human-related paraphernalia, physical or institutional.

My recognition has been coming in something more natural.

Numbers.

At times in health numbers.

At other times in financial numbers.

In universal numbers.

Don’t have numbers to measure happiness and contentment. Can feel or not feel them though, and that’s a good enough marker. Regrets can be numbered, and eliminated down to zero. That’s wonderful.

Since I’ve chosen numbers to be my source of recognition, my entire focus in the endeavour to feel recognized focuses on health, financial and universal numbers.

Numbers speak to me. If they are recognizing my efforts, they don’t hide it, and I can read their message fast. When they don’t like my efforts, they are outspoken, and I get their drift, hopefully even faster. Even a preliminary health number out of whack? Springing into action to get it back on track, for example.

Downside?

Constant measuring and monitoring causes stress.

Yes, numbers can be stressful, since they trigger stress hormones, especially when they are out of whack.

Remedy?

Quality sleep.

Recovery.

Healthy intake.

Creation of good causes.

Befriending…

…numbers.

Finding a way to not get stressed at unusual numbers.

Like now. When financial worlds are crumbling, what keeps one numerically motivated? It’s the pursuit of a low buying average multiplying upon recovery. Since one has planned and kept oneself liquid for exactly this scenario, crumbling financial worlds are feeling comfortable, because the plan is being implemented. No other reason.

Or like recently. My HbA1C was out of whack. Hadn’t been monitoring for a while. No one’s looking – ok let’s binge…

The upside of constant monitoring is that one sees the effects of a binge immediately, and that alone causes one not to want to binge – the fear of seeing the effects of one’s stepping out of line.

Bottomline – monitoring has upsides, and downsides. The biggest upside is the wooden cane of the teacher, waiting to hit you, should you step out of line. The biggest downside is stressful obsession.

In the middle, there’s a path that brings happiness, contentment – and – recognition, even when one has chosen for oneself that these entities come from…

… numbers.

Magnets

Numbers…

…can behave like magnets.

Most of the time, and for most people, however, they don’t.

Yet, I know they do.

How?

From live example.

Haven’t figured out the dynamics (yet).

For example, when certain patterns or combinations prevail, I find my head turning towards them.

It’s happened too many times for it to be a healthy coincidence.

So…

…first let’s acknowledge, that this is a phenomenon.

Secondly, l’m acknowledging current lack of understanding of the mechanism.

Thirdly, yes, I acknowledge that I don’t care how it works. Bottomline is that it works.

Do you necessarily know the physics that propels a car? Yet, you drive or travel in one.

Have you mastered the biochemistry of a body-cell? Yet you live, perhaps thrive.

Looking beyond the ‘first tell me how it works’ attitude, we are far more interested in harnessing the power of the phenomenon.

Number Patterns.

Chart patterns.

Some indicate entries. Others exits. Yet others status quo.

Single numbers.

Combinations.

Some remind us of events.

Loved ones.

Warnings.

Messges.

Figure out what’s happening around you.

The universe is speaking to us with this tool.

Do we have the capacity to listen?

Understand?

Act?

No?

Why not? Rise and grab the tool and its benefits.

Yes?

Wonderful!

🙂

Whetting

What does it take…

…to convince my mind…

…that something’s a very long-term hold?

What am I looking for?

Longevity. Actually, perceived longevity. Perceived in my mind. Mind matters. When the mind is shaken, one lets go. For something to be a long-term hold, the mind needs to be long-term convinced.

Lack of dependency. On water. On other natural resources. On CapEx. On real-estate.

Immunity to trend-change.

Adaptability to disruption. As much proximity to a state of anti-fragility as possible. Entry price and cost-free-ness will reinforce proximity to anti-fragility.

Diligent, share-holder friendly management with good track record, with repeated examples of wealth-creation through exploitation of multiple avenues available.

A product line that is more dependent on human capital than on machinery.

Copious, intelligent, reasonably priced human capital. With that we’ve knocked out inflation.

Very decent margin of safety at entry point. With that we’ve accounted for any remaining idiosyncrasies in capable managements and / or otherwise humane promoters.

Lack of debt. We’re ok with reasonable amounts borrowed at reasonable rates for day to day working capital, but not a big fan of long-term debt.

No smoke cloud. Talking about scams, frauds, bribes, court-cases and the like.

That’s ten things already.

I take these ten, sift through the Nifty 500, and get 43 underlyings, which, for me, satisfy these criteria.

That’s it.

I play with these.

That’s all the whetting I need.

You’re saying I didn’t mention numbers. Metrics. Ratios.

Numbers come and go. Basics remain. When the basics are right, numbers will be intact for long, and for a few quarters they won’t be. Those are re-entry opportunities.

Good basics create good numbers, repeatedly. We are making sure that we are only entering into good basics.

Now the ball’s in your court.

Create your criteria.

What works for you?

Sift through.

Narrow down.

What remains are your whetted stocks.

Start your game.

It’s a long one, so…

…wishing you stamina!

🙂

What to do with a racing mind? 

Harness it. 

Or, it’ll get you. 

How? 

It won’t stop racing till it finds something of interest. 

Then, it’ll hook on… 

… without caring too much… 

… whether that something’s good or bad.

At that stage, you might not be able to control your mind. 

Control it when it’s controllable. 

Before it’s latched on. 

Before the flow has started. 

Define for yourself the area of flow. 

Actively make your mind connect. 

Regulate your flow. 

Enjoy the harnessed potential of your mind. 

Let’s observe a practical example in motion. 

I’ve actively latched on my mind, among other things, to the stock market. 

The market has many aspects.

I need to take into account most of these, if not all, while picking a stock. 

Sure. 

However, some aspects stand out for me. 

To these aspects I latch on my mind very thoroughly. 

I like it to get a feel for honesty. 

While I’m screening a stock, my racing mind either picks honesty or it doesn’t. 

If it hasn’t smelt and felt honesty after two days of studying the stock, I just let the stock go. 

Some are big on numbers. Some are big on charts. Sure, I look at both. Honesty delivers the final decision for me, though, as in, the crucial blow. 

Instead of resorting to all kinds of nonsense, the racing mind can be taught to become one’s greatest asset.