aj.oy

This takes courage… The Strokes closed their Coachella set flashing images of the governments the CIA has overthrown, the leaders the US has assassinated including MLK 👀, the war crimes the US is committing in Iran, and the genocide Israel is committing in occupied Palestine.

The cancellation of which TV show are you still frustrated about?

That bridge cycling scene with Hirayama and Niko in Perfect Days is pure cinematic bliss

And there’s another angle that doesn’t get talked about enough. Being wrong fast is a skill. But knowing which wrong to be fast about is a different skill entirely. Not every loss is the same signal. There’s a difference between being wrong because the market is irrational in the short term and being wrong because your original thesis was broken from the start. The first one, sometimes patience is actually the right call. The second one, you should have been out yesterday. Most people can’t tell the difference in the moment. And that’s the real problem. They either cut everything reflexively and miss the recovery, or they hold everything stubbornly and ride it to zero. Both are lazy. Both are just avoiding the harder cognitive work of asking: is the thesis still intact, or did I just not want to be wrong? That question is brutally difficult to answer honestly. Because the human brain will construct a thesis to fit whatever position it’s already holding. Confirmation bias doesn’t just affect entry. It actively rewrites your original reasoning after the loss starts. By the time you’re down 25%, your brain has already produced three new reasons why the stock is actually fine. That’s the real enemy. Not the market. Not bad luck. Your own narrative machine running in the background, protecting your ego at the expense of your capital. The market doesn’t reward being smart. It rewards being right about your mistakes faster than everyone else is wrong about theirs - Cheytax 2026

Scott McTominay reflecting on greatness.