Some of you know me as Pathfinder from equity forums.
My style: Position Trading + Dividend Investing in CSE markets.
Here I share setups, lessons & what actually works — no hype, no tips.
Follow if you want process-driven trading insights, not noise.
It's Friday and my parents are coming over to hang out. They'll play with my son. We'll have dinner. I'll sauna with my dad. I wish someone had told me sooner: Nothing improves quality of life more than proximity to people you love. It’s worth more than any job will ever pay you.
Everyone says they are ready for a correction. Some even say they want a correction. Very few will have the stomach or the cash to follow through on their intentions and buy when others are selling.
It can happen over weeks, months, quarters, even years. The longer a drawdown lasts the more painful they become which is the issue today because we haven't had a longer one in 17 years.
Market drawdowns are a cascade because investors sell stocks that are down 5% to buy more of the stocks down 10%. They do this again and again until everything is down and there is nothing left to sell.
I can’t help but laugh during drawdowns when investors constantly post, write, scream about the great buys they are seeing - obviously all of these ideas are positions they are down in.
It reminds me of a time I messaged my mentor Skip during the panic of 2008-2009 and he responded, "Stop showing me stuff to buy. I have plenty of stuff to buy. I need something to sell."
When the market moves higher it makes you want to buy. When it moves lower it makes you want to sell. The market never screams at you to do the right thing, only the wrong thing.
In significant corrections the market turns even great investors into average ones. What saves great investors is they can get to cash and/or find cash quicker than you.
If you're an investor, you need to face barrage of false alarms every day. More so in geopolitical situation like today. Also since negativity sells well, many exaggerate every single event and attribute meaning even if there is none.
Conspiracy theories have become main stream. Despite so much information being available, becoming very difficult to know what is correct.
If you've time and interest, just read history of last 100 years. The world has faced lot of difficult problems. It would continue to face. Don't worry about the end of world. If it is going to happen, there is nothing we can do about it. Plan and act as if the world would exist tomorrow. If it ends, it ends for all of us.
Warren Buffett has been investing for more than 80 years. He has witnessed most part of last 100 years history. Listen to what he says:
"Over the long term, the stock market news will be good. In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; and the resignation of a disgraced president.
The Dow Jones Industrials advanced from 66 to 11,497 in the 20th Century, a staggering 17,320% increase.
And don’t forget that shareholders received substantial dividends throughout the century as well.
You might think it would have been impossible for an investor to lose money during a century marked by such an extraordinary gain. But some investors did. The hapless ones bought stocks only when they felt comfort in doing so and then proceeded to sell when the headlines made them queasy."
I held significant cash throughout 2025, but from late Feb onwards, staying in cash started to feel increasingly restless.
I only invest money I’m prepared to watch fall 50% before it has the chance to rise 500%.
Morgan Housel's first book 👇
Charlie Munger understood the real payoff of wealth isn’t luxury - it’s freedom.
Freedom to say no.
Freedom to walk away.
Freedom to live life on your own terms.
Never go by the confidence with which people predict. Confidence need not necessarily mean accuracy.
I see AI predictions on both extremes. As always, most likely, the reality may be somewhere in between.
Don't lose sleep over it. Those of us who are willing to learn and adapt to the changing world, will find ways to do well in life.