SM

[SM @SherwinMah]

“When you should buy, you will not want to. The same is true of selling ( yes sell parabolic moves). “

[James E. Thorne @DrJStrategy]

Bitcoin and Mungers Rule.

One has to wonder about the “AI is sucking up all the capital” narrative when nearly 8 trillion dollars still sits in money market funds earning a risk‑free yield, while fiat money loses something on the order of 8% of its purchasing power per year. In a market that noisy, the 200‑week Munger Rule is less a tactic than an x‑ray of who actually believes in compounding.

Buy at the upward sloping 200-week moving average.

Yes buy when there is blood in the streets.

But emotions get in the way.

The 200 week MA.

It marks the point where price has already done the damage and narrative has followed it down, where momentum, flows and sentiment have all turned against you, and where long-term value quietly reasserts itself. Narrative follows price.

When you should buy, you will not want to. The same is true of selling ( yes sell parabolic moves).

The excess return is therefore not informational. It is behavioural.
Most investors cannot do it. Emotions get in the way, simple human aversion to loss turn volatility into something to be avoided rather than harvested.

I call it the Munger Rule.

Have a nice day.

[SM @SherwinMah]

@100trillionUSD The reason is because @benjamincowen has been right all along and the 4 year cycle is still intact .

[SM @SherwinMah]

Why wasn’t customer count growth as a whole, disclosed in Q1 earnings? @amitisinvesting $PLTR

[Tesla @Tesla]

FSD Supervised is now available in:
- United States
- Canada
- Mexico
- Puerto Rico
- China
- Australia
- New Zealand
- South Korea
- The Netherlands
- Lithuania

[Benjamin Cowen @benjamincowen]

My wife gave birth to our 5th child.

Truly, this is wealth

[AI Edge @aiedge_]

Elon Musk after removing Anthropic's biggest bottleneck while simultaneously killing their #1 competitor (OpenAI).

[SM @SherwinMah]

lol bloodhound 2 is such horrible writing. Dope action show, but that’s about it. So many things don’t make sense 😂. Nice action scenes tho

[SM @SherwinMah]

@EnvestingEarly @TrendSpider lol investing in grab is barely investing in Sg. It’s probably their smallest market their exposed to regionally my friend .

[Warner Bros. @warnerbros]

We’ve been waiting for you, precious. The Lord of the Rings: The Hunt for Gollum only in theaters 17 December 2027.

[aidil @climateaidil]

Six young Malaysians are filing a lawsuit against the government over their failure to address deforestation in the country. Currently, 4.4 million hectares of forest are earmarked for development.

Your support & donation matters. Share this around! https://t.co/fPfSuWAFQ9

[SM @SherwinMah]

Usually, at least once a year, $TSLA will test your conviction to buy when everyone tells you how stupid you are. Also, usually once a year, you get to tell others how $TSLA was a such brilliant buy, and they listen attentively like you’re a wizard.

[sanmeyo @oyemnassxo]

THOMAS SHELBY: "Once, i nearly got fucking everything, but nearly doesn't count, but throughout it all, i had me family, we are reunited now, in whichever place will have us, burn my body, let the ash blow, I AM FREE"😭

#PeakyBlinders #TheImmortalMan

[SM @SherwinMah]

@FearHarvester @Rainmaker1973 Said your uncle ?

[SM @SherwinMah]

I think oil tops here.

[SM @SherwinMah]

@joeroganhq “use my skill and money to drive innovations” proceeds to short TSLA 😂

[Andrew Tate @Cobratate]

Every retweet of this post will equal a dollar given to children with Leukemia.

[Elon Musk @elonmusk]

If someone is guilty of a heinous violent crime and is able to plead insanity, they should go to an asylum, not be released to murder or rape innocent people

[SM @SherwinMah]

@amitisinvesting @Mindset4Money_X In 20 years time, Amit would probably go down as one of the most influential analyst of our generation, and I bet a much more successful one in total returns as compared to Bury without the all the fancy finance nonsense background .

[SM @SherwinMah]

@michaeljburry “Any of pltr’s contract in whole of 2025, that wasn’t fulfilled ? And any bad debts unable to be collected from clients ? “

[SM @SherwinMah]

@michaeljburry lol finding any and everything to bring it down. Who in the world will rush to pay their debtors ? As long as the software or product provides > value than it cost, recurring clients are resigning, and contract sizes are getting bigger.