Inside the CFT House days before the theft
The thieves left the Macs, cameras, and every other valuable untouched
If this was a burglary, it was a highly selective one
๐จ In 1596, a 13-year-old boy answered a samurai's public challenge. He beat the man to death with a wooden staff.
Over his lifetime, he fought more than 60 duels. Never lost one.
He killed Japan's most feared swordsman with a weapon carved from a boat oar on the way to the fight.
In 1643, he retreated into a cave. Dying of cancer, he wrote a book.
The book is The Book of Five Rings by Miyamoto Musashi. Japan calls him "Sword Saint." History's only undefeated swordsman to hold that title.
Wall Street made it a bestseller in the 1980s. Corporate America called it "Japan's answer to the Harvard MBA."
I turned Musashi's strategies into 12 prompts.
Here are all 12:
become a generalist.
specialization makes you efficient. generalization makes you dangerous.
what it actually means:
โข learn across domains โ math, physics, software, economics, biology. patterns repeat across fields.
โข connect ideas โ innovation happens at the intersection, not inside silos.
โข adapt fast โ when one field shifts, you donโt collapse, you pivot.
โข see systems โ specialists see parts, generalists see the whole
โข build end-to-end โ from idea โ design โ implementation โ delivery
the world rewards specialists in stable environments.
it rewards generalists when things are changing.
right now, everything is changing.
donโt just go deep.
go wide, then stack depth where it matters.
10 Finance Terms Often Misinterpreted - Even By Professionals.
Here's what you'll learn:
1) Revenue vs Profit
2) Capex vs Opex
3) ROI vs ROE
4) Yield vs Return
5) Liquidity vs Solvency
6) Depreciation vs Amortization
7) Accrual vs Cash Accounting
8) Fixed Cost vs Variable Cost
9) Book Value vs Market Value
10) Annuity vs Perpetuity
I believe there is a good chance that Stocks have peaked for its 4 Year Cycle. Last week my 'active' portfolios went into more defensive positions, cash to 33%. Further selling to come on more confirmation.
Seeing the signs of the breakdown on the Daily Cycle currently. The weekly Cycle has NOT yet confirmed this, so it's early days on this view.
A top would bring the Oct timeframe into focus for a bottom. Given the AI capex and fiscal stimulus, this more likely to be a relatively mild cyclical bear, a shakeout, setting up for a really explosive rally for 2027-2029.
Some decisions are best made after acquiring more information; some are best made immediately. Just as you need to constantly sort the big from the small when you are synthesizing whatโs going on, you need to constantly evaluate the marginal benefit of gathering more information against the marginal cost of waiting to decide. #principleoftheday
Think of every decision as a bet with a probability and a reward for being right and a probability and a penalty for being wrong. Normally a winning decision is one with a positive expected value, meaning that the reward times its probability of occurring is greater than the penalty times its probability of occurring, with the best decision being the one with the highest expected value. #principleoftheday
Diversification has become more difficult in recent years. Stocks and bonds increasingly sell off together, weakening a core hedge that investors relied on for decades. This shift raises new risks for investors and financial stability. More in our new blog: https://t.co/xE0eQqQqg5
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It takes money to buy guns (military power) and it takes money to buy butter (domestic social spending needs). When a country fails to provide adequate amounts of either, it becomes vulnerable to domestic and foreign opposition.ย #principleoftheday