TLC Weekly Update May 7, 2021

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Today is Non-Farm Payroll report Friday and I just can’t believe the so-called economists and Wall Street analysts could have estimated that there would be a blockbuster employment figure. Anyone I know who runs a business tells me that the young adults refused to work because of the support payment they are receiving. The shortage of young adult workers will continue until the support payment stops. It is simply human nature …

Interesting read about Tom Anderson, the co-founder of MySpace – the retro look at social media back then and now. Are we entering a new norm in politicking worldwide thanks to the power of the modern social media?

Lately I discovered that Dr. Huberman has started his own podcast at YouTube. It is great news for anyone who is interested to learn more about themselves through the lens of biology and neuroscience. Dr. Huberman has put in much effort to make these podcast understandable by normal people without the scientific training. You don’t need to watch (or listen to) everything he puts out. Pick and choose the topics you want to know more and I am sure it will be time well spent.

Some of you have email me asking why I am super busy all the time. Well, if I am just trading and do nothing else, I will have a lot of free time on hand. However, I am in the process of building my own proprietary trading firm. I am busy raising fund, interviewing coders and research assistants to help me build the company.

My goal is to grow it big like Renaissance Tech one day. Given Dr. Simons started Renaissance when he was 44 years old, and that it took him and his partners 5 years to really figure out their approach, I am in a good position to start my firm since I already have my trading framework all developed over the years. The lockdown here makes it difficult to look for office space and hiring people. Training is especially hard as many things are much easier done face to face but it makes no sense to wait until after lockdown is over.

I will work on my emails over the weekend. If you are waiting for my reply, I think I will manage to catch up with the rest of my inbox finally.

Have a great weekend all!

TLC Weekly Update April 30, 2021

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Another all-time-high week for the stock markets. Now that the major big tech companies all have announced their earnings, we are entering the “Sell in May and Go Away” time window. Be ready for a normal pause in the stock market this coming month. Details of the possible scenarios is already provided to my premium members. We probably need to buckle up for a more volatile market environment over the next few months.

Lately I’ve heard many idiots telling me how bad eating beef is to the environment. This is classic propaganda done by some people with very specific agenda to shape the world. Funny how people can fall for this and spread the lies without understand a word they are told?

Here is a balanced video about the subject.

Many of my friends’ parents are getting to the age with dementia issues. They have been actively looking for drugs to help their parents to slow down the problem. Trying to learn more about this, I came across an interesting read on terminal lucidity. It makes me wonder if I will suffer dementia as I grow older and how to prevent that from happening looks like a high priority for me.

All these governments ordering people to social distance, lockdown and whatsoever they see fit, have failed so miserably because they have absolutely no common sense about human behaviour. As oppose to focus on offering reasonable workarounds (e.g. tell people to start taking Vitamin D / C, injection of Vit. D to patients with symptoms, etc.) and beef up their ICU capacities when they have the luxury over the last nine months, all they are doing is wasting time. Here is a story about New York and the unintended consequence of its government telling its people what’s not allowed.

In peaceful time, when effective governments are not needed, we have the luxury to allow clowns to be elected. We even have a laugh from their dumbness too because whatever they do, it does not really matter. However, in time of crisis, it is these clowns who will destroy people’s lives …

I hope this crisis will soon be over but I suspect that it will not due to extensive vaccination. Here is a video talking about what is now known and what to expect to happen soon. The sad scenario suggested by this doctor implies that we will see massive dying in coming years due to the inability of those who is in charge at understanding nature. I suspect this video will be removed soon so watch it while you can.

Too many complains from me this week. Time to get back to work.

Have a great weekend all!

TLC Weekly Update April 23, 2021

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What a roller coaster ride for the stock markets this week. S&P started the week dropping 2% and then magically rallied all the way back up. Yet, after Biden’s capital gain tax announcement, the whole recovery was wiped out once again. Today, we are witnessing the true animal spirit of the bulls who bravely push the stock market back up all the way again. Just like cats with nine lives, this bull market has proven once again it is not ready to die.

I came across this piece about two entrepreneurs taking on McDonald’s and its ice cream machine supplier. My first reaction after reading the whole article is that monopoly can exist not because of someone has a better technology or secret formula. It can also exist when those people in charge do not have the desire to improve customer experience.

If you are into first person flying experience, you may want to check out this amazing drone. Looking at it, the drone technology has really matured over the past few years. I am itching to get one too.

As someone who eat a lot of eggs and like eating eggs, this video proves what I suspected for a long time that not all eggs are equal. More importantly, the nutrition level in the eggs varies a lot but the so-called organic eggs from large companies are no better than their non-organic ones. If you pay attention enough to eat these eggs as-is, you can figure out which ones are better by their taste and texture.

I scheduled this weekend to clear my backlog of emails. For those of you waiting for my reply over the past few weeks, I will do my best to get back to you.

Have a great weekend all!

TLC Weekly Update April 16, 2021

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This option expiration Friday is something worth taking note of. We have all 3 major stock market indices at all time high while the expected worldwide “recovery” has turned into more lockdowns and vaccination nightmares. Is it optimism or it is pure animal instinct to bet everything on the stock market to make a few more bucks? I don’t know the answer but I am sure that if this is optimism it will have to face reality soon.

I love eggs. I eat eggs everyday. However I hate peeling egg shell. Funny that I read this article on how to boil egg that will make the egg shell easy to peel off. I will give it a try and report back next week.

Weather here in Toronto finally settled down to above zero. Trees are covered with green sprouts everywhere. And the birds came back too. I saw a bird the other day that looks very special so I tried to find the name for the bird online. Instead, I learned something fascinating about the birds and their annual migration.

Lately, I am trying to add the skill of lock picking to a long list of things I like to master. As I watch through youtube videos about the subject, I find this video on Master Lock very funny, in a dark humour way. It is a very short video and if you need a pad lock make sure you watch it so that you will never buy a Master Lock ever.

After past few weeks of intense catch up to complete multiple projects, I have completed a major milestone while setting up for the next leg of building my proprietary trading business. There are things that I have to wait for the results before I can proceed so I am stuck in a way giving me some extra time. I hope to either write or record some videos for my premium members.

Have a great weekend all!

TLC Weekly Update April 9, 2021

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Another week of record new all time high for S&P500 but not quite with Dow and Nasdaq 100. This is definitely an environment that we rarely seen in the past. As far as I remember from my long trading career, this is the second time we see this all-time-high phenomenon. Last time it was the end of year 1999 to the beginning of year 2000.

I warned in my newsletter for my premium members that this year we are going to see problems with essentials. Here is a video from a youtuber contractor telling us how bad things have been with the renovation / construction materials. Things will go way worse before it gets better.

Unlike a growth driven inflation, what we are experiencing is a supply side limitation-driven price hiking. There is no limit to how far such price rising wave will go. It all depends on how desperate the buyers are. If this continues for a long time, it will damage the internals of a economy beyond repair.

I just watched another video from DoubleLine talking to Louis Gave of Gavekal Research. Mr. Gave has unique insights about the long term economic changes that will affect everyone who have an investment portfolio.

A very interesting video about Ireland’s Vitamin D report. For those of you who are told by MDs that you do not need Vitamin D supplement, it is important for you to watch it.

Since it is the beginning of a quarter, I have a lot of paperwork to catch up on. This is also the tax filing season for Canadians. Getting all these accounting work done and then I will be able to relax, say, for an afternoon, before getting back to work on other pressing tasks.

Have a great weekend all!

TLC Weekly Update April 2, 2021

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Today Easter Friday is the last day before another round of lockdown imposed on people living in Ontario here. I still do not understand why the government continues to act the way it is without paying any attention to solve the most important issue, namely, increasing the capacity of critical care. Seriously, China already demonstrated what can be done to create temporary critical care units. The whole province is being held hostage to this is beyond my limited understanding of problem solving …

Anyhow, I guess this could be the final fatal blow to many small businesses here. By the end of the second quarter of 2021, the real impact will be felt by those who are not directly affected by these lockdowns. It will be extremely difficult for small businesses to navigate this new era of lockdown happy world.

I bumped into this interesting article about a legendary fabric that no one knows how to produce any more. This lost of a well known technology reminds me of the Antikythera mechanism. Even now, we are still not sure how ancient civilization was able to produce such fine astronomy tool. Here is a link to a discussion about the mechanism.

Since this is a holiday long weekend, it is a good time to enjoy something funny. Chess Grand Master Hikaru did a video of him playing against other players with 7 queens. Enjoy!

So much more work I like to get done this week but thanks to the re-lockdown, many planned projects cannot proceed again, like hardware upgrade and test drive new real-time trading tools. I guess it is best to stick with things I can do by myself over the coming few weeks.

Have a fantastic weekend all!

p.s. there are indeed quite a number of bunnies living in the park nearby …

TLC Weekly Update March 26, 2021

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Another week of roller coaster ride with Dow shot back up near all time high while Nasdaq 100 resumed its sell off. S&P got caught in between and could not decide which one to follow. This makes life difficult for many pro traders I know.

For those of you wondering where the market is heading, Michael Burry of “The Big Short” fame has made a series of tweets and then stopped talking about the markets all together. Business Insider made a summary of what he said, enjoy!

His point of view on Bitcoin and Tesla are very interesting. I do not know enough about crypto to say that they are “fads”. However, I am very sure every car company will catch up with Tesla eventually. And I agree with Mr. Burry on EVs being a fad because EVs are not good for driving under many conditions from extreme coldness and a post apocalyptical world with no electricity.

I have a friend being diagnosed with excessive iron in her blood. Well, most people do not know that cast iron pans can overload people with iron even if you are on a diet with insufficient iron. Read this article to understand why.

Last weekend I spent it all on hardware upgrade. This weekend I will be on turbo mode to complete some coding. Just don’t understand why something always pop up that require emergency attention. Must be some damn astrology setup on my chart … LOL

Jeff Gundlach, the “bond king”, has a new webcast made for his clients and released to youtube about a week later. It is packed with proprietary data models and analysis. If you are interested in understanding the current economy, this video is a must-watch.

Here in Toronto the weather finally goes back up to above zero and the huge piles of ice on the streets are melt away over the last few days. It is very nice to be able to walk outside without putting on layers of clothes. Being able to stroll around while tackling difficult programming problems helps a lot.

Have a great weekend all!

TLC Weekly Update March 19, 2021

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Another hectic week is over with Dow hitting 33200 for the first time in history. For investors and active traders, where the stock markets are heading from here can be tricky. Multiple factors from inflation to no more stimulus can disrupt this gravy train suddenly. It will be very interesting to see where the stock market will be in a few weeks.

I watched this interesting video about a fiverr freelancer who grow her business to making more than $300,000 a year over a few years time. It is definitely an inspiration to anyone who want to do better financially. It is another example of hard work and persistency that pays off.

For Jordan Peterson’s fans, it looks like he is recovering and this podcast from Bret Weinstein with Peterson is delightful to watch. It is rare these days we get intelligent discussions these days let alone open discussions among experts.

It is fascinating to see what cells actually look like. And it is nothing like what I imagined. I didn’t know the technology has been there for sometime already. This busy schedule I am keeping seriously affected my ability to keep up with the latest development in medical science.

More work to be done this week including some hardware upgrade I have planned late last year. The whole project was on hold due to shipment delay from pretty much everywhere in the world. Once this is taken care of I can happily cross it from my “must-do” list.

Have a great weekend all!

TLC Weekly Update March 12, 2021

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Another interesting week is about to end. First we started the week with panic on interest rate spike up. Then the market spent all week going higher with Dow minting a new all-time-high today while Nasdaq 100 dropped 200 points. The narrative of the stock market being represented by the indices looks very much broken to me.

It looks like nothing can stop the stock markets from going higher. That’s what I was told by the Robinhood crowd. That Tesla will be the most important company of the future.

Once upon a time there was the belief of a better future build by calculators. Those leading companies making calculator back then are now all gone. Calculators no longer something of importance. No matter how transformational the technology is, they will all be just part of a bigger and better future. Tesla may contribute to a better future for the world but that does not translate automatically that its stock price will keep going higher and higher.

Since I can’t deliver the message properly without going into hours of lecture on finance, I guess I should just wish this generation of momentum traders, who call themselves investors, good luck.

I am experiencing the seasonal f$#k up of my internet connection again thanks to Rogers. It is very frustrating when you need stable internet connection but there is no real options available. The fake competition between the two biggest infrastructure companies here in Ontario Canada is kind of funny in a dark humour way.

As usual, youtube found me some videos that is totally unrelated to what I am searching for. This time, a video on robots from Veritasium. It is a good one though.

For those of you looking for a way to improve your finance or, simply to find some way to squeeze more money out of your income, it can be as simple as what this video says. I am not sure if anyone would follow the advice though.

I am trying to learn more about cryptos and the more I learn about it, the more they feel like a elaborate scam to me. I am not dissing crypto here though. What I am saying is that they are as good as the government printing schemes. Check out this video on ethereum from Tim Ferriss having Vitalik Buterin to talk about his vision about cryptos and where things are heading.

So many things I like to get done yet it is already Friday … never enough time!

Have a great weekend all!

TLC Weekly Update March 5, 2021

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This week the stock markets worldwide zoom in to just one thing – the spike in US T-notes yield rate. It dropped a bit below 1.5%, we got that Monday mega rally. The next day it edged higher to 1.5% again, Nasdaq 100 higher flyers all hammered. And then yesterday Powell said nothing to calm people down, next thing we know yield just spike through the roof and collapsed S&P back below year 2020 close. Watching the markets move feels like watching a drunk doing all sorts of crazy things.

Got to wonder by next Friday will the markets remember what happened this week.

I watched a video about Turkey’s real estate trouble. The trouble there looks to me already happening everywhere else. Real estate investors should pay attention about this.

I came across this video recommended to me by a friend on tendon training. He is so surprised that what is said in the video confirms what I told him decades ago that the classic martial art training if done correctly it does not focus on training your muscles but your tendons. Sometimes it is important to not slap the words of “not scientific” on things you do not understand. I have seen first hand how one of these very old master martial artists with a thin and flimsy frame who can punch lightly and destroy a concrete wall …

No magic. No tricks. Pure hard work over several decades.

And obviously his disciples could not achieve the same level of power due to “demand of modern life”.

Jordan Peterson’s new book Beyond 12 Rules for Life is just released. Accompanying that, of course, are internet media exposure in place of the old world book tour. One of the conversations that stands out and worth watching the whole thing is the one Peterson did with Tom Bilyeu. The conversation leads to interesting explanation by Peterson on several psychology concepts that would take years to learn. Be warned – it is two hours long.

I am extremely busy working on multiple fronts and that stalled my effort on producing videos / short lectures for my trading courses. I can foresee that by end of March my marathon push to setup my prop trading firm will reach the milestone of completing the work on laying out the foundation. There will be few mundane tasks left and back to a more regular schedule to focus on research and development. I will then be able to pick up from where I left off on producing the videos.

Have a great weekend all!