SenorLan 🌑

@NaratifRakyat Puiiiii useless fuckers

#LRT3 tak sampai sebulan dah meletup. Apa punya kos cutting ini Tony Puaka & Lim Guan Eng? Sial lah Anthony Loke

@lauraab1998 @clubdeviernes Self Defence

@clubdeviernes Estamos todos de acuerdo que esto fue un homicidio en toda la regla verdad ?

Primero le vació el cargador y luego le dijo que soltara el cuchillo. ESE ES EL ORDEN correcto.

@TylerDurden @milly_rock7 Thick Medium rare with a crispy crust the only way to eat steak. Niggas out here scared of a lil blood lmao

@milly_rock7 Medium and above is the right way to eat meat,

Undefeated turbo normie test: Ask them how they like their steak cooked - “medium rare” every single time.

Since CPI is either going to be a clearing event or a thanos snap event, I figured it might be a decent time to be helpful. If you’re relatively new to investing, then you’re bound to learn about what happens when your portfolio goes down. Now, this is coming from someone who’s portfolio is up a paltry 20% YTD and hasn’t been gunning it on risk recently. Although also someone who’s been trading and investing their own money for the better part of a decade and has managed to not go bust (except for one, very painful time early on). If you’re constructing a portfolio it’s important to realize it is its own position rather than a collection of positions. A stock is not just a company but the sum of its valuation, shareholder base, its sensitivity to liquidity, crowding, financing/rates and its catalyst calendar. High beta stocks are often five different trades in one ticker. You should always have a working idea of your “tilts”. Does your portfolio go up/down more if tech rallies, if certain countries outperform, if a specific thematic is validated etc etc. In general, you should not have a portfolio of 20 different stocks that all act the same. You might think you won’t, but getting the value of your book cut in half will make you do stupid things. (As an aside, this is also why even though buying the dip is generally a good strategy, progressively buying the dip early into a drawdown can make you mess up at the exact lows.) High beta stocks come in all shapes and colors but in general they are selling the distant future. In good markets, the time out to that future is cheap. In bad markets, you start paying rent. That rent tends to appear as a lower multiple even while estimates stay the same. A lot of times people will tell you the only thing that matters in a drawdown is “is the thesis intact?”. That’s one aspect, the other two are “how have expectations changed?” and “did you size like an idiot?”. Don’t average down just to improve your cost basis, the market doesn’t care about your cost basis. Only add if you can truly underwrite the expected return improving, and that means taking a view that goes beyond a default return to multiples that may be unsustainable. Price can become a fundamental and technical sell offs can manufacture fundamental problems - reflexivity cuts both ways. The best question you can ask yourself in a drawdown is “from here, what is the range of outcomes and what’s the best use of the next dollar?”. If early in a drawdown you note that every time one sector goes up your portfolio goes down, it could be a decent idea to add exposure to that sector. The ultimate goal is not to avoid every drawdown but to make sure no single drawdown takes away your ability to act on real opportunities when they arise. No amount of truisms will help make anyone a better investor, but there is something you can do right now. If this is one of your first few drawdowns, you can observe how you react. Take notes on it. Find out what mistakes you make and then optimize your portfolio, sizing, strategy etc to compensate for those shortcomings. It’s a lot easier to do that than try to fight your own psychology - and anyone who pretends there’s a one size fits all answer to that is lying.

Banks: - structurally perma-bankrupt - charge fees on your deposits which they borrow - have almost zero costs, maintain a spreadsheet - constantly get bailed out by the government - financialize economies, lowering productivity - most respected career in almost every country

I think that the market should be rational It shouldn't be a ponzi to support the boomers It should be a system for allocating capital to the places that deserve it the most All of this communist nonsense that stocks are some holy cow to protect the boomers needs to die

llegará un día que lo raro será ver expresiones faciales

I remember going to Italy and then discovering my pasta was cooked by illegal migrants and it sent me into a deep, dark rage and depression I’m still recovering from today. The waiter was also Chinese. True story.

@hoeflator Hmm interesting….thought the website said its primary benefits are from splashing it on you , not consuming it 🤔

@hoeflator How are the effects? Do a review please sir

My diamond electrode arrived this week. Tesla, I am coming. N’Golo, lead me to paradise…

『パフィンのように空を飛び、水中を泳ぎ、水面から飛び立つ羽ばたきロボット』 (同じ柔軟な翼で空も水中も移動する 環境モニタリングロボット) aura.mit.edu/research/faav.… #AerialRobot #AquaticRobot #EnvironmentalMonitoring #ornithopter #FAAV #MIT #EPFL #バイオミミクリー

Fable 5 is a paychopath

@Anutar0 Does fire mean pump?

Yin Wood day (乙酉). The last Wood before the Fire turns on. This is how the cycle breathes: Water fed the Wood this week, Wood will feed the Fire next. Nothing in the chart moves without its season. Stop trading the candle. Trade the cycle.

@tuskiraa This is AI, for you horn dogs that cant tell

keep that in mind gentlemen