Tag Archives: #Urges

Mantra

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Hey.

Writing became a breeze.

Posting a blog from inside Claude, keeping the originality of the post, whilst assigning to AI all mechanical tasks like feeding in categories and tags – I’ll admit, this does make life a lot easier, and blogging a lot more enjoyable.

Which keeps the admissions coming in continuation, perhaps repeatedly.

From being the leading AI skeptic, towards gravitating to some kind of a chief protagonist – people who know me would probably say, “There he goes again.”

So what’s this going to do?

The number of blog posts is going to increase. Hopefully, the quality too. Primarily, the enjoyment while blogging.

Beneficial. We thereby move towards the realm of Planet 2.0.

Wunderkind AI needs to benefit mankind to the max.

What about the risk?

Opening up to the Wunderkind, allowances, permissions, sometimes an odd password shared.

Does the AI take these towards Planet 3.0?

Yeah, that’s the one on which mankind is harmed.

Skeptics are still on 1.0, exactly where I was 11 days ago.

Idea is to make a conscious effort to gravitate towards 2.0, every time there’s a drift towards 3.0.

Remember, we will tend to drift.

Drifting got us here in the first place. One can use fancy words for it, like disruption.

There’s a quick trick which makes us aware from where we are functioning, 2.0 or 3.0?

Greed. Hubris. Exuberance. Ego burgeons. 3.0 functionality.

Feeling of benevolence while functioning, well-being and / or goodness emerging – 2.0 domain.

Natural human drift towards 3.0.

Bring back consciously towards 2.0.

That’s the Mantra, going forward.

Check

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Hey.

Facing some basic issues on the other side.

Life has changed.

Race became more intense.

There’s greed in the equation, the desire to achieve as much as possible in as little time as possible.

Everything’s moving…

…faster.

As if…

…from one day to the next…

one just…

…shifted.

It’s clear to me that we don’t shift till we are ready.

Was a hard nut to crack.

Had to be literally goaded into the AI trajectory, several coaxings required. Hard skepticism took its time to be broken down.

Not happy about the greed.

Speed of coasting is also very high.

Need attunement.

Unable to slow down easily.

Need to be careful about a ‘now I’ve got this and to hell with you attitude’. Can develop unchecked.

Addiction. Need to stay de-addicted.

All non-electronic activities in the day go up immensely in value.

Reading – books. Check.

Chanting. Check.

Basic verbal conversations. Check.

Human interactions. Check.

Helping someone. Charity. Check.

Non-distracted eating. Check.

Bringing down multi-tasking levels. Check.

Whole detox days. Day travel. StayCation. AutoCut the system. Check.

Evening chanting session. Lengthen. It’s not electronic. Check.

Anything not connected to a device and creates value. Check.

Not going to fall sick in this hyperactive space.

Check.

Incorporating before proceeding further.

Check.

Waking Up On The Other Side

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Hey,

First up, humbled. To the nth.

Was an AI skeptic till, like, yesterday.

Well, skeptic tried, and died, the skeptic did.

What woke up was armed 25x and on steroids.

That’s me now, after 9 days of intense work on Claude.

Encouraged to try by friends and compatriots, initiated into entry, took the plunge.

There’s a chronic buzz in this dimension. This is an electronic world. Just got more…

…robotic. It’s just that the robot is invisible.

It’s like fighting a matrix war from inside a digital maniacal super-intelligent tool who knows…

…everything.

Who can connect dots…

…exponentially and asymptotically, both simultaneously.

Red flag list is at an all time high.

Sleep’s off.

Mind races all the time.

There’s some exuberance that’s come to the fore.

Don’t want to speak much.

Need solitude.

Basic life disturbs.

Withdrawal symptoms away from screen.

Welcome to the planet 3.0.

What happened to 2.0 ?

Wasn’t that supposed to be the shifted one, towards doing good for mankind?

Want it back.

Need to get to 2.0.

What is 2.0?

A controlled version of 3.0, using its tools only, not being ruled by it. Doing good for mankind.

Need to create a 2.0 out of 3.0.

Fast.

Giving In

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I’ve been guilty of giving in…

…to the urge to sell.

However, having kept basic tenets alive, vital underlyings are still a hold…

…for me…

…for as long as they remain vital.

Have been getting rid of stuff I don’t want.

Restructuring / reorganizing.

Consolidating.

These are the activities of choice, when markets are on a roll.

Sure, one’s been buying too, but not in the investing account.

Trading accounts are very active.

These are trading prices.

What’s the definition of a (successful) trade?

Buy high, and sell higher. Or, sell low, and buy back lower.

As opposed to an investment, where one buys low, to sell higher, later.

Are these low prices?

No.

How long has the index remained, percentage-wise, in its History, at 30+ PEs?

Very low single (%age) digits, of the time under consideration.

Thus, times will change.

Nobody knows when.

However, who cares?

Let it roll.

We’ll just go on consolidating, till we can’t consolidate anymore.

That’s the sweet spot we want to be in, before conditions change, where one can’t consolidate anymore.

And, we’ll just sheer go on trading.

That’s what we do with trading prices.

Urges

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Market forces need to be understood…

…to win in the markets.

When do market forces start affecting us fully?

When we put our own money on the line.

That’s why…

…don’t…

…ever…

learn finance from someone who…

…doesn’t put his or her money regularly on the line.

When we put our money on the line, market forces start changing our psyche.

If we’re holding funds, we develop the urge to buy.

If we’re holding underlyings, we develop the urge to sell.

Early in our career, we give in to these urges at precisely the wrong time, resulting in loss-creation.

As we become more seasoned, we are able to resist such urges, till conditions provide profit.

As our market career continues, this is where fine-tuning matters the most.

How long are we able to resist the urge to sell as the market climbs?

How long are we able to resist the urge to buy as the market crashes?

These are pivotal questions.

One of them is playing out now.

As new highs are made, many have already sold out.

Some have sold partly.

Very few retailers are still holding on to whatever they might have left.

It’s institutions buying and selling.

New entry at these levels are a dizzy proposition.

I won’t hide that as markets climb higher, I experience a very strong urge to sell.

It’s…

…over-compelling.

How do I deal with it?

When such urge is too compelling, one does oblige.

One sells…

…little…

…and that’s the tough one.

One needs to oblige the urge lest some piston bursts, but simultaneously, one needs to hold on to as much as one can…

…since markets are on a roll.

One can’t learn this from a book, or in college.

After selling early many, many times, for more than a decade and a half, one finally learns to hold on to a chunk of one’s underlyings as markets go ballistic.

As heights get higher, this mechanism will make one sell, though, little by little…

…and that’s ok.

Let’s make sure that we do keep holding a chunk of the stuff we really like, though, after having taken the principal out.

Otherwise, how will we allow multibaggers to blossom?

Easier said than done, I know!