I closed the week +0.5% for the session, with austere trading imposed upon myself due to losses of 8.5% for August. Very rarely do I succumb to the pangs and the horrors of the reader class — as I am accustomed to, and conditioned by, success. Nevertheless, I remain a devout and steadfast believer that all things can be remedied if ample persistence is exacted in an intelligent manner.
Case in point: About a week ago I chanced upon the scale and found I was 10lbs too heavy, which greatly chagrined me to the point of anger. In the 12 days since I found out I was a fat piece of shit — I shed 9 lbs. Now a lesser man would cease and celebrate over a large piece of cake — but not me. I will continue to impose this diet upon myself — roughly a 900 caloric daily deficit — in order to prove a point. Nothing can stop me, not even the desire for sustenance. You’ve never met a person more strong-willed about certain things than me. Fuck around, I’ll drop my god damned weight to 00.00.
On the topic of the TORN ACL — it has improved somewhat. I am 4 weeks into the injury and can walk up and down the stairs now — but with a bit of discomfort and pain. Pain doesn’t bother me — but immobility does. I will soon up my exercise regimen to increase flexibility and expect a full recovery inside 3 months.
The other issue I wanted to touch upon was Twitter/X and payment to creators. You might not notice it yet — but Elon has in fact pulled off a master stroke in making X more advertiser friendly. Before paying “creators”, people were angsty — shitposting about things they hated — behaved poorly. Soon, you will find those people behaving — because X will permit advertisers to choose where they want their brands advertised. In other words, Elon understands how to control the herd, like anyone else, via money.
You can talk shit if you want — but if you want to get paid — you’ll need to chill out on the fucking F-bombs.
In regards to the market — I lost the right to offer advice until I get my mojo back. I closed with roughly 50% cash, 7% BTC, some stocks, and a 10% holding in SQQQ as a hedge. This is a purposely low beta designed portfolio that will not rattle any cages and provide me with the time necessary to get better in sync with money flow in an effort to, inexorably, win again.Comments »