Signal vs Noise

The Trick is not Caring. - John Johnston [NY/CME Globex Futures Trader]

Understand that People are wired very Differently. - Ray Dalio

Retirement is when you stop sacrificing today for an imaginary tomorrow. - Naval

People should know when they are conquered.

Would You, Quintus? Would I? - Maximus

Mathematical Axiom - Risk increases when more & more people are doing the same thing over time. Recency Bias: Conflating opportunity with recent experience has proved to be deadly.

    The Law of Supply vs Demand is not to be conned. - Sir Alan Greenspan

French Mathematician Blaise Pascal noted all human unhappiness comes from the inability to sit quietly in a room.

Relearning to read helped appreciate The Dictionary to Dr. Marc Faber, Ayn Rand or Malcom X.

The Ability to ‘Slow yourself Down’ … 

    - Recognition of the massive amount of content coming towards us may not be relevant in scale…

The Independent Rōnin Warrior - Decentralized from the pack retains the ability to distinguish vital data [signal] from irrelevant or misleading ‘information’ [the noise]. Ability to Process real signals is crucial 4 successful operations. Math / Physics. Flow.

Disastrous Consequences in life can arise from the focus on Narrative leading to becoming a Victim.

Last Year’s Goal to Ride AcCross > North America helped provide perspective.

Boots on the Ground - Combined with Industrial Production Data.

More than One Life - Balance > Learning Real Skills & Trades earring income while also building a Venture Capital / Investment Asset Base.

Noise from CNN on the running machine >>

Signals in the precious metals market where China / Shanghai has taken precedence.

Most are not really awake or Alive -

Are you ready?

All a gift.

Stay Hard - [David Goggins]

- CAS

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Notes:

The Incredible Advantages of Living in the Moment while preparing for Future Battles… Getting ready to paddle storm surf arriving upon Ruggles / Rhode Island Coast while facilitating others looking for a mechanical wave. Ahhh - another book could be written another day…

2015 > > Life inside a jail - California Correctional Institution wasn’t as bad as thought. Addressing our worst fears can be constructive & life changing.

The Single greatest edge an investor can have is a long-term orientation… - Seth Klarman

Rule #1: Most things prove to be cyclical. … Some of the greatest opportunities for gain or loss come when other people forget rule number one. - Howard Marks

Your ultimate success or failure will depend on your ability to ignore the worries of the world king enough to allow your investments to succeed. - Peter Lynch

The Girlfriend has heard many times a perceived disconnection from nature - the masses appear more into narrative economy screen watching jobs vs what maybe coming down the line.

A Way of Life [The Last Samurai] > > Finding Peace in Work

Running > Healthy Pain

Free Knowledge Concept - Yoga Work Skill Development 

JJ comments on oil being worthless until downstream of refining - 

Recent discussion with a Dutch gentleman in the gym regarding his outlook on the world and where ‘real money’ is generated. Johannes sees swing trading in financial assets [stocks or crypto] as the way to go in life. At 56 he noted he needs to be more aggressive and sees great value in ‘borrowing at 3% to make 35-40% in the market.’

Blind Spots - Barry Ritholtz / Make Fewer Investing Errors

Summary

• Barry Ritholtz emphasizes the importance of focusing on long-term trends and avoiding short-term noise, especially in volatile markets.
• Fiscal stimulus and economic policies, including tariffs, significantly impact market dynamics and investor expectations.
• Investors should prioritize external metrics and broader economic indicators over company-specific earnings reports for a more accurate market assessment.
• Embrace humility and avoid unforced errors in investing; focus on minimizing mistakes rather than chasing high-risk, high-reward opportunities.

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Many years riding a bicycle to the sea [surf or transport] thru Southern California >>>

    -    Lean & Hungry.

Clarity thru years of cleansing toxins & real labor intensive added humility, perspective and gratitude.

Looking back my years of escape / anger was in response to past programming. Forgiveness of oneself is important. Nobody was physically injured in my personal Guernica

One learns those who dislike you we’re never really friends or family. All is a gift being alone on the Road 2 Rōnin Warrior.

Few letters arrived to the Vista Detention Center - One from a Cousin who stipulated current elections, sporting events and a nice question on where I saw myself in the future… 

Former CPA Art W sent a book by Eckhart Tolle.

Slowing Myself Down: As surfer Patrick Gudauskas noted… “I can get excited about a lot of things…”

You asked me how to get out of the finite dimensions when I feel like it. I certainly don't use logic when I do it. Logic's the first thing you have to get rid of. - J.D. Salinger; Nine Stories