Saraka

RX IBD, sol zookeeper, quantamental PA, risk management enjoyoor

[conduct|r @conductr_]

I am obsessed with this sentence:

“everything is a win when the goal is to experience.”

[Create Profit @Create_Profit]

Preparing for another week in Nasdaqistan.

[Neet @neet_sol]

picking a random college major on a whim at 18

[NOBUNAGA🇯🇵🏯_夏樹蒼依 @japan_nobunaga]

I went to In-N-Out and ordered a cheeseburger. The cashier, a calm young woman named Destiny, asked me a question I did not expect.

"You want that Animal Style?"

I paused.

I did not know what this meant. But a samurai does not admit he does not know. So I answered with weight.

"...Animal Style."

"Cool. So that's mustard-grilled, extra spread, grilled onions, pickles. Yeah?"

I understood now. This was a sacred permission. For one meal, I was being told to put down my manners at the door. To eat the way a beast eats, without shame. I had waited my whole life for someone to give me this order.

"Yes," I said. "I will become the animal."

Destiny did not blink. "...Okay. You want your fries Animal Style too?"

I stopped. Even the potatoes?

"The potatoes also become animals?"

"I mean, they get cheese and sauce and grilled onions, so..."

"Then yes. Let the potatoes abandon their restraint as well."

"...Got it." She was the calmest woman I have ever met. "3x3, 4x4, or just the one?"

I did not know these numbers, but I knew a challenge when I heard one. "How many must I face?"

"It's, like, how many patties you want."

"How many is the most honorable?"

"...Four is a lot."

"Then four. A warrior does not ask for fewer."

She wrote it down without argument. A 4x4, Animal Style, with animal fries. She warned me once, kindly. "That's gonna be huge." I told her I was counting on it.

It arrived. It was a tower. Cheese and sauce ran down my hands the moment I lifted it. There was no clean way to eat it. There was no dignified way. That was the entire point.

I ate it like a beast. Both hands, no honor, grilled onion on my chin, and I have to be honest with you, it was the best thing I have ever put in my mouth.

For thirty years I have kept my manners at every table in the world.

They handed me a burger and told me to be an animal, and I have never felt so free.

So tell me, America.

The whole country knows the secret menu. What else are you hiding in plain sight?

And "Animal Style." Was I eating the animal, or finally becoming one?

[NOBUNAGA🇯🇵🏯_夏樹蒼依 @japan_nobunaga]

USA. A Mexican restaurant. We had not yet ordered anything, and the food was already arriving.

Chips. Salsa. Unrequested. Free.

I stopped the waiter. "We have not earned these."

"They just come with the table, man."

They come with the TABLE. In my land, hospitality is a debt. Every gift creates an obligation, weighed carefully, returned in the proper season with interest of feeling. Here, the gift arrives before you have even proven you can pay for dinner.

This is not an appetizer. This is a declaration: we trust you. Eat.

I ate with the gravity the moment deserved. And then — I must report this calmly — the basket emptied, and a new one appeared.

"Did we…?"

"Refill," the waiter said. "It's bottomless."

Bottomless. They have wells of salsa. The supply lines of this nation are beyond anything my ancestors imagined.

My friend warned me. "Don't fill up on chips, dude."

Too late. I had accepted three baskets. Honor demanded each one be finished — an unfinished gift is an insult. By the time my actual food arrived, I was a ruined man.

I was not hungry. I was not comfortable. I had been defeated by a courtesy.

Generosity that arrives before the request cannot be repaid. It can only be survived.

I know the rule now. I have made my peace with the basket. One basket. Two at the most.

Who am I deceiving. There is no number of baskets I would refuse. The trust of a nation is in that salsa, and I intend to honor all of it.

[merp @0xMerp]

One time a homie got a Tudor and I told him I thought it was cool and he thought I was making fun of him 😭

Tudors are cool I bought one when I was waiting for my Rolex to be serviced, the discourse around them is hilarious

[Electra @Electrarythm]

There is a certain type of person everywhere now, especially online.

He consumes endless information every day: philosophy, psychology, productivity, spirituality, neuroscience, business, self-improvement, history.

He knows a little about everything and deeply experiences almost nothing.

His entire identity becomes built around understanding instead of living.

He watches videos about confidence instead of speaking confidently. Reads about discipline instead of becoming disciplined. Studies relationships instead of learning how to love. Consumes motivational content instead of taking action.

He feels intelligent because he is constantly mentally stimulated. But stimulation is not transformation.

Most of the time, knowledge becomes emotional protection. Reality is unpredictable. Reality humiliates. Reality exposes weakness. Books and ideas do not.

Inside information, he can continue imagining himself as intelligent, deep, insightful, different from ordinary people. So he remains trapped in preparation.

He constantly feels as if he is "becoming" someone, while his real life remains strangely untouched. He develops sophisticated language for problems he never confronts directly. He can explain human behavior beautifully while being unable to handle ordinary discomfort, rejection, uncertainty, loneliness, or risk.

He slowly turns life into observation instead of participation.

The internet rewards this personality heavily. He receives validation for sounding aware rather than becoming capable.

Eventually, he begins confusing self-analysis with growth and information with wisdom.

But beneath the intelligence usually exists the same thing: fear. Fear of failure. Fear of embarrassment. Fear of reality answering back.

Because action destroys fantasy. The moment he truly acts, he can no longer hide inside potential.

[Marty Hogan @marty_hogan]

OK... take my money

[Renny @rennyzucker]

Omg Fable is agi

[blue @bluewmist]

nothing more humbling than meeting a person who is casually better at a thing that you have made an identity out of

[brontë bar wench @a22kay]

a pale immortal trading their immortality for the love of a human is actually a very important trope to me

[Saraka @blindmachsman]

@dudelydudeson @ContrarianCurse @P_Remarks had i overweighted stld instead of clf, maybe i'd be off twitter and away in my mansion

[Saraka @blindmachsman]

@dudelydudeson @ContrarianCurse @P_Remarks lol the good ol vito days

[Naval @naval]

If the people you most look up to are investors and financiers, then your God is money.

[trevy @chillextremist]

If someone misuses a word don’t correct them. Let them live ontologically

[Yellowbrick Investing @joinyellowbrick]

The secret to long-term investing success is having a small second account where you make all your FOMO trades

[Bueno @0xBueno_]

If you know what this is, you had a real childhood

[3X Long Labubu @labubu_trader]

One of my rules I should have enforced this time but forgot: When VIX/COR1M is very high, cut any high-beta/high-vol names like $COHR, $LITE, $GLW, $SNDK. There’s nothing wrong with their fundamentals—they still have solid growth and great future potential. Just in a high-volatility environment, funds relentlessly deleverage those high-beta names. That’s why Master Irrational’s portfolio had a big drawdown this week.

I have a trading account with $NVDA 2x, NVDA calls, and $USO calls, and last week was barely down. But account with high beta names also took a big loss.

[Gappy (Giuseppe Paleologo) @__paleologo]

If you hold a levered portfolio of ~7 stocks for a long time, chances are that you will look like a genius or like an idiot, whichever comes first. Kelly, Information Coefficient, etc. are not useless concepts.
Many such cases these days.