diff options
| author | nic <ra@afu.re> | 2024-07-30 15:40:01 -0400 |
|---|---|---|
| committer | nic <ra@afu.re> | 2024-07-30 15:40:01 -0400 |
| commit | bd44e849d8a68ff67ba39d5bb38234c7ee5a7008 (patch) | |
| tree | 0fde16d1f905192fce509de33718545856e838ad /Finance | |
| parent | d149c414c37edb6b4ae3fadf0bae4512561eb8e1 (diff) | |
Auto from nzxt - Tue 30 Jul 2024 03:40:01 PM EDT
Diffstat (limited to 'Finance')
| -rw-r--r-- | Finance/Axioms.md | 31 | ||||
| -rw-r--r-- | Finance/index.md | 37 |
2 files changed, 31 insertions, 37 deletions
diff --git a/Finance/Axioms.md b/Finance/Axioms.md index f5bf34f..854cf42 100644 --- a/Finance/Axioms.md +++ b/Finance/Axioms.md @@ -1,3 +1,34 @@ Don't trade P/L, trade stocks 90/90/90 + +Price leads sentiment and sentiment drive the narrative. + +Cheapest "insurance" is trend following. + +Naked selling of Options is akin to "Picking pennies of the railway track." + +As soon as you are long options you are long volatility and time is agaisnt you. + +The economy is not a speedboat its a tanker. + +Markets stop panicking when policy makers start panicking. + +All models are wrong. + +Be Right, Be Early, Be Loud + +Buy protection when you can, not when you must. + +You can trade nonsense but don't believe it + +Don't react like a Pavlovian response machines to the daily market narratives + +Stocks take the stairs up and the elevator down + +When a trader start to feel really smart, he is headed for a huge drawdown + +Nothing is ever confirmed until it is pubicly denied + +Solana is best thought as 4xQQQ + diff --git a/Finance/index.md b/Finance/index.md index 1fda96b..314a62b 100644 --- a/Finance/index.md +++ b/Finance/index.md @@ -36,7 +36,6 @@ Alexandre Harfouche sankey diagram for income statement -Solami is best thought as 4xQQQ solana plan - follow VIP addresses @@ -90,14 +89,6 @@ April tax day... Sahm Rule = looking at the slope of an average -seven types of income -- Earned -- Profit -- Interest -- Rental -- Capital Gain (vs profit?) -- Dividend -- Royalties # GDP print what matter most is real fixed private investment. @@ -117,25 +108,7 @@ In other words, the federal government is “buying” only 53 cents of “growt https://theconversation.com/why-central-banks-are-too-powerful-and-have-created-our-inflation-crisis-by-the-banking-expert-who-pioneered-quantitative-easing-201158A -Price leads sentiment and sentiment drive the narrative. -Cheapest "insurance" is trend following. - -Naked selling of Options is akin to "Picking pennies of the railway track." - -As soon as you are long options you are long volatility and time is agaisnt you. - -The economy is not a speedboat its a tanker. - -Markets stop panicking when policy makers start panicking. - -All models are wrong. - -Be Right, Be Early, Be Loud - -Buy protection when you can, not when you must. - -Markets stop panicking when policy makers start panicking. When putting up a option spread always write first because the credit you get is your "budget" for the trade @@ -146,16 +119,6 @@ Twitter: when a group of low IQ retards start shouting loudly in unison, they do Positioning is everything -You can trade nonsense but don't believe it - -Don't react like a Pavlovian response machines to the daily market narratives - -Stocks take the stairs up and the elevator down - -When a trader start to feel really smart, he is headed for a huge drawdown - -Nothing is ever confirmed until it is pubicly denied - # stock picking advices - During a bear market, monitor the outperformers in significantly underperforming industries. They will be the best stocks of the coming bull. |
