TLC Weekly Update November 26, 2021

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US Thanksgiving week has always been a positive bias time window. However, thanks to the event shock of the world concerning about yet another variant of covid, S&P dropped to the downside target of 4600 for next week already. The market has its way in making fools out of its participants …

As explained in past weekly updates, there are ways to protect yourself by improving your immune system. Do just some exercise everyday, avoid all forms of sugar, minimize intake of carbohydrate and take supplements that are known to reduce risk of serious outcomes with covid. All these can be easily integrated into your everyday life.

That said, this “nu variant”, officially named “omnicron” can be a real threat if its mutations are so bad for the vaccinated (confirmed), it will be bad for those who are healthy and not vaccinated too. The big question is then whether it is more deadly or not. We won’t know until a few more weeks of data becoming available. So, good hygiene practice plus avoiding crowded places could be a good safety precaution in coming weeks.

I just found out that University of Toronto here is offering continuing education programs that can be useful for people from all walks of life. For those of you who want to acquire the tools you need to build a career in tech, check them out.

Another great physics lesson from Veritasium about electricity. Now, watch an answer to the explanation. Personally, I don’t know what to think. I need time to digest the information.

Why we can’t trust the so called medical research we see nowadays. Patrick is trying to be polite in this video but the point is clear – when everyone only cares about their financial future, integrity of science is thrown out of the window for a long long time.

I am using this long weekend to catch up with various projects and crazy level of paperwork before the year end. But then my inbox is flooded with Black Friday sales emails. It is hard not to check out some of those deals though because I know it will be hard to get such good prices next year, especially if the supply chain situation gets worse.

Have a great weekend all!

Happy Thanksgiving to my US followers!

TLC Weekly Update October 29, 2021

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This week has been the most peaceful one I’ve experienced since August. From total chaos all piled in a few short weeks to now that everything seems to go back to normal, it feels surreal.

Watched this interesting video on blood viscosity. Timely video for those of us living in very cold region. This winter if flu and covid make a big wave here, just being more prepared will improve our odds of a safe and healthy passage over the next few months.

This year we have a late daylight saving time switch over by November 7 due to the fact that Halloween happens on this Sunday. I wonder how this Halloween will be celebrated given that I do not see many houses in my area decorated for the event … what a difference from two years ago.

RT did this clip of Putin’s speech about the current issues faced by many Westernized countries. This makes me think deeply on how much the world has fallen that it takes Putin to point such things out? Yet, these people deep in their psychosis will never be able to snap out of it because I rarely seen anyone nowadays willing to admit “they are wrong”.

Someone sent me this video that exposes a very serious problem with the the current covid vaccine companies. The way they leverage their power over the countries with terms that indicate something must be very wrong with their products is beyond evil. Yet, many countries chose to sleep with the devil. I now seriously worried what these companies know that they have to structure the terms this way.

Time to stop worrying about these things … so much is going in the world and that my close ones are all doing alright makes me more grateful everyday.

Happy Halloween!

TLC Weekly Update October 8, 2021

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Another Non-Farm Payroll week gave the world a head scratching rally while the media bullshit with all sorts of explanations. This is how funny the world has become – fewer and fewer people have a brain on their head thanks to continuous feeding of sensational news and information. Is there a thing called detox your thought process?

An interesting talk about the supplement N-acetyl-cysteine (NAC). It is something useful to keep ourselves healthy in this era of everything shortages. One thing I don’t understand why US chooses to ban the supplement. Well, I guess I know why but I can’t sa it out loud …

One of the biggest news this week is the release of the Pandora papers. Very interesting peek into the world of hidden wealth.

Found this old video from Ben Greenfield that allows you to exercise your whole body in one move. Nice exercise to start your day!

This week we have twice experienced data outage in the middle of the trading sessions. Just this morning our eSignal feed got a crazy level delay of 20 seconds before it catches up again. Not that I like to promote superstition but seriously, Mercury retrograde ends on 18th. So 2 more weeks of technical problems like this will get me on the edge!

I’ve got lots of paperwork to catch up with this week. Someone asked when will I write another post for the trading automation series. I will try to fit that into the schedule this week. Don’t hold me on that though.

Have a nice weekend all!

For my fellow Canadian, Happy Thanksgiving and have a wonderful long weekend!

TLC Weekly Update September 24, 2021

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Canada has turn colder since the Mid-Autumn Festival. Some even say that this year we may encounter extreme coldness this winter. Hopefully it will be just another year with normal winter. It is hard to deal with extreme coldness here …

A lot of talks about “gamma squeeze” over the past few months. I was asked about it several times too. If you do not understand what it is, check out this short article. Someone already wrote a good piece explaining the concept, why write it myself?

We can’t stop talking about covid these days and here is a nice clip on how people are so out of touch with reality. I am not sure if this clip will be removed for spreading misinformation. Check it out and you may be surprised what was said in the clip.

Another great interview by Tom Bilyeu with Dr. Huberman. His work is extremely useful for anyone who wants to achieve better results in life. For many people they are hopelessly addicted to emotions that are harmful to them. The ability to control and manage your emotions is a powerful tool to improve one’s life. I like Tom’s way to kick himself into sleep. Got to give it a try.

Crazy work schedule still dominate my life. Lots of progress on research and development front is making it all worth it. I finally see light at the end of the tunnel and my plan will work out eventually even though it is taking more time than originally planned. But what happen according to our plans lately everywhere?

Have a great weekend all!

TLC Weekly Update September 10, 2021

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Rollover week for index futures this week. So far this week volatility picked up a bit but every attempt to move lower are forced back up fiercely. All overnight selloffs are erased so that normal people can’t tell that they ever happened as it does not show in their portfolio. Now that today the markets finally have a weak weekly close, what do you think Powell will do this weekend?

CGP Grey has done another crazy project again. Enjoy the fruit of his work here. This is how research on historical records really looks like.

I found this series of videos the best summary of Charles Mungers life long wisdom. No matter you invest or not, his “techniques” for handling life and everything else is the best self-help advices you can get. It can be easy to just listen to the series and forget about it right after. So I recommend watch it, reflect on each individual mental model and learn to incorporate that into your own decision making process.

Here is a less technical video about virus which addresses a fundamental concept, are they alive? When we discuss about the covid situation, everyone has an opinion but normal people most likely have a completely wrong mental picture about virus. In fact there is no unified understanding of what they are at all because we still know very little about them. Science is still very lacking on this frontier …

Thus I can’t understand why talking about common sense like personal hygiene, exercise, healthy diet and exposure to sun (or direct Vitamin D intake) as first line of defense against covid are banned on YouTube and various mainstream media. I have received many links from others quoting “factcheck dot org” on related materials that they are all “false”. Unluckily, everything I read so far from that site are written in evasive language to misguide people.

Who is going to fact check the fact checker, eh?

As usual, I will focus on my work and hopefully getting more things done. When the world has fallen into chaos, shutout the noises and keep oneself busy really help.

Have a great weekend all!

TLC Weekly Update August 20, 2021

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Another week of market weaknesses saved by magic rally on Friday. Many are wondering who are buying these dips. Well, there are two main groups of people who can’t wait. First, it is the retail traders and investors who are piling everything they have into this easy money game. Second, it is the hedge funds and traders who have to answer to their investors and bosses. Lack of a reason that can put fear into the longer term investors, a technical correction may only induce a 10 to 20 percent damage to the US stock market.

I watched this video on politicians using their positions to make money in the financial markets. It is a good introduction to the subject. What’s missing is the reporting of the net worth of all these politicians before they became elected and where they stand now comparing to someone who worked in the private sector with comparable salary and compensation. If you are interested, look it up yourself. You will be astounded.

Thorium Molten Salt Reactor is a much safer form of nuclear power plant. It is safe than any Tesla moving around the world, as a comparison. However, countries like Japan and United States chose to build the much more dangerous versions for the sake of military potential. Thus, I am very surprised that China would go for this safe route.

Mr. El-Erian, former CEO of PIMCO, commented about the current global economic environment. His take on interest rate carries weight. Indeed, big guns in the markets would not worry until Powell makes up his God damn mind.

Lately I see a trend emerging from the governments worldwide pitting their own citizens against each other by blaming their failures in handling the covid crisis on those who are not vaccinated. This type of strategies I thought was only employed by the dictators and crazy regimes. Of course, many people who does not know better often fall into this kind of traps. Remember, it is the governments worldwide that failed to focus on finding an existing drugs to repurpose for frontline treatment that leads to the mess now. Leaky vaccines are not the answer as admitted now by those who pushed the agenda for so long.

It is now proven, that there are at least 30 existing drugs, both safe and cheap, are useful for the fight against covid. If the governments did not waste time and put resources into this area, we would have identified them in the first 3 months of the pandemic. Even now, these governments still block the use of these drugs because they can’t admit to being wrong, or that they are in bed with the vaccine makers, I really don’t know. The information is out there, all you need to do is look. And by the way, do not use those so-called fact checking sites. They are owned by the big pharma too. I am not joking.

This weekend I will be doing chores again, to take a break from the regular research and development work. It is hard to stay productive and creative when one is looking at the same thing everyday. Maybe enjoy some sunshine while summer is here in Canada is exactly what I need.

Have a great weekend all!

TLC Weekly Update June 25, 2021

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Another week of the stock market squeezing the shorts hard. Next week is end of quarter and the long weekend. I wonder if any bears will be left by the end of next week.

An interesting read about Peter Thiel’s Roth IRA. After reading the whole article, I get a sense of hatred from the author against Mr. Thiel as if he has done something wrong. But what he did is perfectly legal and in fact more people should have done the same. You may not have bought a future unicorn startup but that your relative’s venture of opening a bar may offer you a very decent return still.

Lately many people asked about the upcoming market crash. Well, if that many people are concerned about it, especially from those who are not active investors, it is a sign that even if there is a crash coming, it will take a long time before it happens. How long? Until these people no longer think that the market crash is going to happen …

Ray Dalio has a talk lately whether the stock market is in a bubble. He did a good job explaining the dilemma of the concept and what he thinks the current market level represents. It is a short video worth watching.

Lately there are many “fake” experts posting videos about COVID and the vaccines. These fake experts are usually medical doctors trying to jump on the bandwagon of this trending topic to get more views. However, you must understand that someone with MD is not a scientist. Many of them do not have the proper training to think scientifically. One telltale sign to look for with these fake experts is that they try to explain technical details that they barely understand themselves …

It is hard for normal people to judge who can be trusted on YouTube. It is even more difficult to tell if an “expert” is really an expert at all on the subject they talk about. Adding potential evil intentions and human ignorance to the equation, my suggestion is to stop binge watching COVID related videos. It is better go outside to have a walk and do some exercise. I am sure that will do you more good.

I am very glad that Mercury retrograde is finally over. I experienced so many BSOD within past few weeks that I already lost count. And communication problems also flare up as expected from paperwork missing to outright misunderstanding of some simple terms. Hopefully things get back to normal soon.

I am happy that my self imposed deadline helps me unleash my potential in productivity so much that I think I will have time to spare before end of June. That also means I may be able to give myself a holiday break during next week’s Canada Day / US Independence Day long long weekend. It feels great when I get things done with time to spare.

Have a great weekend all!

TLC Weekly Update May 14, 2021

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The sell in May pattern returned this year after many years of hiatus. But then traders who started trading over the past few years would take this as a something that has no place in this new era of Fed printing until it can’t. So, we got a wonder rally today taking the stock market back up to about half of the drop made earlier in the week. At this point, the stock market is not closed yet so I can’t tell which side has won the week.

Nassim Taleb came out with a new video trashing Bill Gates. Not mentioned in the video is that Gates Foundation has been doing the same in many other places for a long time. So the damage is likely done already. I would go as far as contemplating that all the so-called climate change, virus outbreak, alien invasion are all his faults …

World chess champion Magnus Carlsen did it again – he can simply look at a chess board and recall what game it was, including the players involved and in which event. Normal humans can only analyze a board to try to find out the next best move, let alone remember the exact game right after. There is a reason why he is still the world champion today.

For those of you interested in intermittent fasting (IF), check out this video by Dr. Fung. The more clarity you have, the better you will be able to stick to your plan to utilize IF as a tool to keep yourself health. My warning though is not to jump into the more difficult fast until you are comfortable with handling your hungry first. It takes time to train your body to not signal you to eat even though you do not need food yet.

This week I will need to take care of chores that I have no time to deal with over the past few weeks. Will probably grind through them at a slower pace. So much has been done this month yet I still feel like I am behind schedule.

Have a great weekend all!

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!