Chewy

A dumb guy just learning stuff, Wrong 60% of the time every time, Perma-Tiger

[Kyna Kosling @KynaKosling]

There’s a huge misconception that the point of a deep dive is the output, like a model book.

That’s why you see dedicated software popping up. The kind that claims: “Qullamaggie told you to do a deep dive; here’s the tool to do it.”

That’s also why people try to build such deep dives, or take other notes, with AI. Which is like saying that real-time translation earbuds are as good as actually learning the language.

The point is the process.

Going through that struggle is the only meaningful way to learn and grow.

The process is what builds your mental network. It’s how you learn pattern recognition through the lens of your edge.

The output is just the tangible part, useful for later review — for reinforcement and finding areas for improvement with fresh eyes.

(Also useful for getting engagement on social media, or even packaging and selling to people. Which is why I’m especially sceptical about super-polished deep dives. The value actually comes from messiness with a clear throughline.)

No successful trader credited their success to a tool that did the studying for them.

They credit it to studying themselves. (Though often directed by those who did a similar study before them — idea generation!)

That alone speaks volumes.

[Trita Parsi @tparsi]

For 90% of the game, Haaland just lurks around. He hardly even pays attention to the ball.

But then - out of a sudden - at the exact right moment, he awakens, scores a historic goal, and immediately goes back to lurking around.

He cannot be replicated.

[Andrew Mack @Gingfacekillah]

You must go all in. 100% maxed out effort. Your absolute best.

Holding back and “kinda trying” is a very pernicious defense mechanism. If you fail you have this built-in ego shield “well I didn’t give my best so I probably would’ve crushed it if I had.”

It’s cowardice masquerading as intelligence.

Fuck fear. Stop taking the results personally. Go all out. Accept the feedback. Adjust. Iterate.

You’ve got what it takes, but it takes everything you’ve got.

[Sahil Bloom @SahilBloom]

Tolerance for uncertainty is the most valuable human trait. It’s easy to show up when the rewards are certain. When everything makes sense. When the path is entirely clear. But life is filled with challenging detours. Long and winding. Full of doubt and stagnation. And those detours are actually what shape who you become. The real rewards in life go to those who show up every single day when the rewards are uncertain. Without a guarantee. Those who take the next step forward when they can’t see where their foot is going to land. Winners aren’t the smartest or most talented. Winners are the ones who can hold their nerve the longest. The one who can tolerate the most uncertainty is the one who will eventually win.

[Chewy @Chewy112358]

https://t.co/cqUeaml9q8

[Chewy @Chewy112358]

😑

[Chewy @Chewy112358]

Trying to figure out Kerb's posts before AI was something else. Oh the nostalgia.

[Kerberos007 @kerberos007]

starting next week,
I will take a break from social media to recharge.

don't go away. I will be back.

nice planned dump at the close today.

$SPX
HOD = 4607
LOD = 4528
79 pts flush in the afternoon

[Chewy @Chewy112358]

@marketmike

[Chewy @Chewy112358]

@marketmike lol, those steel bars reminded me of it. But def excellent country to visit - just interesting tax loophole!

[Chewy @Chewy112358]

@marketmike 17.22 hours before you return from your vacation?

[Chewy @Chewy112358]

@marketmike Do those red dots represent the dates you returned from vacation?

[Sahil Bloom @SahilBloom]

This is a painful truth nobody told you about success:

Rent is due every single day.

A lot of people seem to think that after you make it you can coast in the idyllic land of success.

This couldn't be further from the truth.

Every single day, you have to fight to earn your seat at the table.

And that fight gets more intense as you have more success:

You have more to lose. More mouths to feed. More people counting on you. More expectations.

There's an old saying that I love:

Every morning in the savannah, the gazelle wakes up and knows it must outrun the lion or be killed. The lion wakes up and knows it must outrun the gazelle or starve. Whether you're the gazelle or the lion, when you wake up in the morning, you'd better start running.

Rent is due daily. Pay it with pride.

[BURKOV @burkov]

A math professor noticed his kitchen sink at home was leaking.

He called a plumber.

The plumber came the next day, tightened a couple of nuts, and the sink worked perfectly again. The professor was delighted. But when, a minute later, the plumber handed him the bill, he was shocked.

“This is a third of my monthly salary!”
“Yeah, I get it…” said the plumber. “Why don’t you come work for our company as a plumber? You’ll make three times more than you do as a professor. Just remember: when you apply, say you only finished seventh grade. They don’t like hiring educated people.”

So the professor got a job as a plumber, and his life really did improve. All he had to do was tighten a nut here and there every so often, and his salary was much higher.

One day, the management of the plumbing company decided that every plumber had to attend evening classes to finish eighth grade. So our professor had to go too.

By chance, the very first class was math.

The evening school teacher, wanting to check what the students knew, asked for the formula for the area of a circle.

They called the professor up to the board, and he suddenly realized he’d forgotten it. He started frantically reasoning it out, covering the board with integrals, differentials, and all sorts of fancy formulas to re-derive the result. In the end, he got:
S = –π r²

He didn’t like the minus sign, so he started again.
Again he got a minus. No matter what he did, it kept coming out negative.

He cast a panicked look at the class, and all the plumbers were whispering:

“Swap the limits of integration!”

[Chewy @Chewy112358]

@MRBullMktEver

[Chewy @Chewy112358]

@marketmike I think you need to come back from your vacation. 😅

[Chewy @Chewy112358]

@marketmike Dad duty % must reached the lower daily EM, but now back to higher daily EM! 😂

[Hagen (Norway/Spain) @Hagen_nor_spa]

I launched a Google Colab for 13F: pick a manager, pull positions, and see what they bought/sold. Try it 👇
Colab:
#13F #FinTwit #Quant #GoogleColab
I’ll make it public if it hits 100 RTs.

[Christian Flanders @CFlanders7]

Why is holding for big gains so difficult for traders to do? Well, when do the big gains usually happen? From leaders at the start of a new bull market. But what comes before that? A bear market or correction! Many traders, I imagine (since this was 100% me) have just gotten their asses kicked. Any longs they've taken if they didn't sell into strength, round tripped them at best and turned into losers. They revenge traded trying to make back the gains they think they were owed since they probably still have regret about some of the leaders they missed during the rally. They went to their favorite stock or the stock that had been a leader in the rally and it betrayed them too, joining the rest of stocks in the sell off. The drawdown deepens.

The rally catches them by surprise, they can't believe it. They see names at highs and can't believe that the name could go higher. The last few rallies had failed and they got burned trying to buy strength. The news is negative, the media is fear-mongering. They hesitate, only to see the first few leaders go higher without them. The next few names break out, but half of them stop you out due to the sharp volatility around market lows. The others continue higher but you sell them into strength to make back some of the recent losses and book some gains. Of course, those continue higher, without you. A new bull market has begun.