A weird 2020 when 2008 repeated itself metaphorically

Unfortunately my earlier prediction of wildfire spreading from the US west coast as far as inland as Montana is once again spot on.

https://www.nifc.gov/fireInfo/nfn.htm

Give the long amount of time I spent in the woods in these sections conducting my hobo experiments, I could have easily became one of the 33.

https://www.usatoday.com/story/news/nation/2020/09/13/western-wildfires-monday-forecast-california-oregon-washington/5786311002/

I had a hunch that this year was going to be weird when I landed on the wrong side of the Lotte building during the 2020 new years count down in Seoul only to manage at catching the last 5 seconds of the fireworks after making a dash for it.

Things really started getting weird when COVID broke out in Europe and it seem to be always just 1-2 days behind me as I traversed the cities of Eastern Europe. And that saga came to a climatic end when I scuttled my way back to Singapore just hours before borders shutdown around the world.

Also not to forget mention me cutting all my long positions in oil hours just a day before it experienced its largest crashed in 30 years.

This weirdness got compounded when I started making my way overland eastwards and entire sections of the route I took got shrouded in inferno just a few days after my departure.

I wonder when I do eventually make my way back eastwards end of this year would I past through on the way back be flooded shortly after my departure…

It does remind me of 2008 when I slowly made my way westwards overland from Asia to Europe. Shortly after my departure from Szechuan the earthquake, broke out. This was followed by the Tibetan riots shortly after my departure from the Tibetan highlands and finally the Uighur riots shortly after I crossed the border from XinJiang into Kazakstan.

General thoughts of training trading bot

  • regime change occurs on the average every 3 months and the model gets outdated.
  • early signs of outdated model includes consistent non-commit signals
  • initial changes to trading parameters will tend to yield poor initial outcomes.
  • Good outcomes will require time to play itself out
  • Buying on the MACD bullish reversal tends to be too late in a volatile market. Potential gains from the reversal would have most likely played out by then
  • Drastically reducing number of outstanding positions leads to inefficiency of capital deploy as capital is left idling around with a bullish trend plays itself out
  • Explore buying when negative MACD trend slows down.

Realizations from nights spent isolated in the wilderness

There are only so many nights you can spend alone in isolation out in the wilderness before your brain fully discards all the faulty wirings imprinted by Hollywood’s horror movies.

What’s left is this primal realization that human is a very vicious predator perched pretty high up on the food chain. Further arm him with tools and he ends up right at the top of the food chain.

It is easy to forget about this fact when you have spent much of your life living in the city amongst other men following man made rules while attempting to play “civilized”.

Between groups of men there always exist collaboration and competition for resources extracted from nature. There also exist this constant jostling of position, usually labelled “politicking”, to gain more of these resources while exerting the same amount of effort. The bulk of the “stress” of “modern life” stems from “acquiring” what you need through the collective efforts of the group.

Between men and nature, the relationship appears simpler. The rules are pretty much fixed at the on set by nature. Man’s primary task is to figure out if the season is conducive for the activity being undertaken. Nature’s feedback is usually pretty immediate.

Related readings:

  • The Naked Ape, Desmond Morris
  • The nature of technology, Brian Arthur
  • Why the west rules for now, Ian Morris
  • Sapiens, Yuval Noah Harari
  • I-Ching, the books of changes
  • Tao De Ching, Lao Tze

Thoughts on advertising

Getting a deep level of empathy from another fellow human being is one of the most yearned desires of every person.

A message in recognition of a person’s  actualized self is more powerful than one centered around what you are trying to sell.

Key takeaways from the meaning of vanlife

The Van Life idea seems like an ember that will eventually grow to become like what manifested as the Hippies movement of the 60s, the Burning Man festival and before that the Scouts movement.
One recurring theme observed between Van Life and Burning Man is the notion of “Coming Home”, where man steps away from the artificial construct he spent generations building up to finally return to nature.
Humans in the aggregate do behave somewhat like a self adjusting thermostat forever oscillating between extremes.
https://www.youtube.com/watch?v=t8dN4jP3OZQ

Related readings:

  • Future Shock, Alvin Toffler
  • Different, Youngme Moon
  • I Ching, the book of changes
  • Sapiens, Yuval Noah Harari

Future concerns

One of the primary fear of the future an average man has stems from the “abstract idea” of how physical discomfort would feel like during old age just prior to the point of death and how terrible it might be.
 
This primary fear is the main driver behind the average man’s continued effort to accumulate resources of various forms. It is done with hopes to alleviate that “discomfort” when it does eventually come.
 
The problem with that mode of thinking is the future is unknowable and man ends up wasting his precious limited life span over provisioning, not to mention it’s overall negative impact on the environment.
 
An alternate approach as practiced in various ascetic traditions is to steadily build the ability to keep equanimity at various thresholds of discomfort through daily practice. This curtails over-provisioning , frees up precious time to do more meaningful stuff and is generally good for the environment.
 
Related references:
– Diogenes
– Seneca
– Meditations, Marcus Aurelius
– Vipassana mediation
– TaoDeChing, Lao Tze
– The Tiger’s Cave, Trevor Leggett
– Zen mind, Beginner’s mind, Shinryu Suzuki
– The book of five rings, Musashi

Different by Youngme Moon

Key takeaways

  • Removing an authoritative metric to measure performance invites fresh reinterpretation and creative differentiation
  • Having an authoritative metric in place is the surest way to invite competition and conformity
  • “For the most part, we do not see before we define, we define before we see”  Public Opinion, Walter Lippman
  • In business product categories are very flexible. All it takes is a perceptual shift to transform the consumption behavior of the masses
  • “Intuition becomes increasingly valuable in new information society precisely because there is so much data”, John Naisbitt

Key lessons learned from 2020 coronavirus sell offs – DONT TALK ABOUT TRADING

  • Key weakness of my profile Yang Wood Day Master profile
    • easily confused when provided with too much conflicting social signals
    • slow in decision making process
    • recommendations: avoid unnecessary conversations and stick to simple system that works
  • Do not enter into positions until SPY MACD bullish crossover occurs.
  • Practice “Let’s not talk about trading”
    • When people ask how you pay for your expenses, just reply money from parents.
    • When people send messages about trading related stuff just don’t reply
    • Too many inputs from unqualified personnels creates confusion in the mind leads to bad decision
    • Arguments is a time sink, creates a lot of unnecessary stress, drains will power, emotional and mental strengths. This leads to poor decision making when it matters
    • Wasting time explaining the obvious to people does not lead to me having more money in my pocket whereas giving people wrong info leads to bad relationships later on.
    • Set positions and forget
    • Do not waste time debating about news on social networks. It leads to hurt feels amongst friends and relatives.
    • No point reading news as bulk of the macro signals are already reflected in the prices of index by SPY. It does not generate profit.
    • Don’t attempt to derive satisfaction and self-worth from trading profits. If you feel good now you will probably feel like shit later when profits start diving
    • Do not talk about profits made during trades, makes others who did not make that money feel bad about themselves.
    • Do not talk about losses made during trades, provides others the opportunity to make you feel even worse with their useless feedbacks.

Related references