PoolArgCol

Solo tienes que fijarte en todas las personas que llegaron a los 60 sin energía, sin libertad y sin ganas de levantarse por las mañanas, y verás que las causas siempre son las mismas, generación tras generación:

Jim Simons once said: “If you’re going to trade with models, you follow the models completely. No emotions. No second-guessing. No ego.” That single lesson from his MIT talk completely changed how I approach trading. Bookmark it. Re watch it. Study it.

Stan Druckenmiller just explained the one rule that separates great investors from everyone else. "If the reason I bought a stock is no longer the case, I don't care what I paid for it." No anchoring to your cost basis. No waiting to break even. Clean slate. He bought at $60. It drops to $50. Most investors sit paralyzed waiting to get back to where they started. Druckenmiller has zero emotion about it and sells immediately. "I just don't care what I paid for a stock. It's absolutely irrelevant to my investment process going forward." This is actually what support and resistance on a chart is measuring. Resistance at $60 means a crowd of people bought at $60, watched it fall, and have been waiting three or four years just to break even. While they waited, they missed everything that was going up the whole time. Anchoring to your cost basis is one of the most expensive habits in investing. But Druckenmiller pairs this with something most people struggle to do at the same time: concentration. "Not being afraid of concentration is a big reason for my success." He plays across five buckets: equities, bonds, currencies, commodities, and credit. When one market has no clear edge, he finds one that does and sizes up there instead. Bear market in equities? The real action moves to bonds and currencies. He just follows it. Unemotional about losses. Concentrated when he has conviction. Flexible across markets. That combination is what kept him from ever having a down year. Our analysts use the same discipline sizing into high conviction positions across sectors. They were early to $AMD, $MU, $BE and $CRDO before their big run ups. You can follow their exact portfolios for $1 at Milk Road PRO. (link in bio)

في مثل هذا اليوم 10 مايو 1987 قاد الأسطورة مارادونا نابولي لتحقيق الدوري الإيطالي لأول مرة في تاريخ النادي لوحده حقق الدوري من دون اي محترفين جميع اللاعبين محليين ، لا يوجد وصف لهذه المعجزة اكثر مما فعلت جماهير نابولي ذهبوا إلى المقابر وخاطبوا الاموات (اه لو تعلمون ما فاتكم

En 2014, Peter Thiel impartió una clase de 1h sobre cómo crear un monopolio partiendo de 0. Explicó cómo: · Google se convirtió en intocable · PayPal superó a todos · Facebook arraso a la competencia Estas son las 11 lecciones de su clase: 1. Crea valor y, después, captúralo

¿Y si te dijera que Jeff Bezos no levantó mucho peso para ponerse fuerte a los 62 años? Utilizó algo llamado "Entrenamiento de Bajo Impacto". El mismo método en que utilizan Tom Cruise y Gerard Butler para sus papeles. Aquí tienes el protocolo de entreno de Wesley Okerson:

Durante años asesoré patrimonios grandes y family offices. Y hay algo que casi nadie entiende: Los ricos no esconden su dinero… Lo ponen donde nadie pueda tocarlo Estas son algunas de las ciudades donde realmente se protege el capital:

Great investors & teachers to study: • Bill Miller • Ray Dalio • Nick Sleep • Terry Smith • Peter Lynch • Seth Klarman • Warren Buffett • Mohnish Pabrai • Charlie Munger • Joel Greenblatt • François Rochon • Benjamin Graham

@acardenasfx Ni te comentan. Están TODOS vendidos. Espectacular 👌

Como mencione antes, este podría llegar a ser el rally mas odiado de los mercados y BTC, cosa que lo hace potencialmente espectacular.

Batiendo a Wall Street es uno de los mejores libros de inversión que ha caído en mis manos. Si te da pereza leerte todo el libro (no debería), aquí tienes sus 8 ideas principales. Dentro hilo 🧵

"People focus on role models; it is more effective to find antimodels—people you don’t want to resemble when you grow up." - Nassim Nicholas Taleb in The Bed of Procrustes

"You exist if and only if you are free to do things without a visible objective, with no justification and, above all, outside the dictatorship of someone else's narrative." - Nassim Nicholas Taleb

Loved this video mashup. Good luck to all the entrepreneurs doing the hard, meaningful work of building! 1. Value is everything Build something people genuinely want, not something clever. A business only works if it creates value and can capture it. 2. Solve real, painful problems The strongest companies remove friction, save time, or eliminate frustration. If it feels optional, it likely is. 3. Distribution matters as much as product A great product without reach is invisible. Winning companies obsess over how they get in front of people. 4. Focus is a competitive advantage Most people dilute their energy. Great founders concentrate on a few high-leverage moves and ignore the rest. 5. Speed compounds Iteration beats perfection. Launch, learn, refine, repeat, faster than feels comfortable. 6. Simplicity scales The best businesses are easy to understand, easy to use, and easy to explain. Complexity is friction disguised as sophistication. 7. Mindset is not soft, it is structural Resilience, long-term thinking, and tolerance for discomfort are not personality traits, they are requirements. 8. Build for longevity, not noise Short-term hacks create spikes. Enduring companies are built on trust, brand, and consistency. 9. Leverage is the force multiplier that transforms effort into scale. Technology, media, capital, and people multiply output. The goal is not to work harder, but to work in systems that scale. 10. Execution is the separator Ideas are abundant. Relentless, disciplined execution is rare. The essence : find a meaningful problem, solve it simply, distribute it aggressively, and execute with focus over the long term.

“Greatness does not come out of intelligence, it comes from character. Character is not formed out of smart people: it is formed out of people who have suffered.” — Nvidia CEO, Jensen Huang

🇮🇹 | En Italia, los "umarells" son hombres jubilados que pasan el tiempo observando obras de construcción y ofreciendo consejos sin que nadie se los pida.

The Everything Code suggests that over time the NDX has a 97% correlation with GMI Total Global Liquidity. Total Liquidity is at all time highs. NDX is following. We have been long tech stocks in GMI (and RV Pro) since Dec 2022 when liquidity bottomed. Crypto has digested the lagged effect of the US shutdown and liquidity crunch and should follow suit and head back to new highs as the business cycle improves and the Iran war fades. This has been a nasty mid cycle correction in my view and as marginal liquidity was withdrawn it got hit hard but as it comes back, it should accelerate. Let's see but nothing in my framework has changed. That led me to keep adding into weakness. Once we hit over 1 standard deviation overbought on the log trend, that'll be the time to take lifestyle chips off. I didn't before because it didn't get to that zone so I added on weakness instead. Good luck. Let's see...

📉 "Sell in May" suena a broma de trader jubilado. Pero 73 años de datos dicen otra cosa. Desde 1950, el S&P 500 invertido solo de noviembre a abril ha multiplicado x100. De mayo a octubre, apenas x60. No es un año suelto. Son más de siete décadas de patrón consistente.

Existen, para mí, tres estudios infalibles para entrar en el mercado. Concretamente en el S&P500, que es el índice que tiene más anáilisis y estadísticas: 1.- El primero es cuando la volatilidad se sitúa por encima de 45. Desde 2008 ni un fallo, rendimientos positivos a 1, 2, 3, 4 y 5 años. 2.- El segundo es el Zweig Breadth Thrust (que es posible que se active hoy). Cuando la amplitud de mercado pasa de un nivel bajo a uno alto en un período de 10 días. Desde 1950 siempre positivo a un año vista. 3.- El tercero y el mejor, el ABC del behavorial finance, es cuando la CNBC hace un especial debido a las turbulencias de mercado titulado "Markets in Turmoil". Tampoco ningún fallo desde 2010.

Una Mastercard sin KYC que funciona en 180+ países. $35 por la tarjeta virtual 2.5% fee de recarga Compatible con Apple Pay Depósito mínimo $12 Cargas cripto, gastas en cualquier tienda. Solo necesitas nombre, correo y teléfono. Sin selfies, sin comprobantes, sin esperar días.

BOMBA: El CEO que creó Claude acaba de publicar una carta de 38 páginas para toda la humanidad. Dario Amodei mapeó exactamente qué carreras sobreviven a la IA y cuáles no. Nada de hype. Nada de apocalipsis. Solo la predicción más fría y específica que cualquier líder de IA haya hecho. Pero la página 29 tiene un framework de razonamiento que convierte a la IA de lo que te reemplaza en tu mayor ventaja injusta. Aquí van 9 prompts de Claude basados en la metodología de Amodei que te ponen años por delante de todos los que no leyeron esto: