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-[[The Trade Idea Thesis]]
+[[Fundamentals]] + definitions + theory like business cycle + spiral cat theory ... + History??
+
+# or defenitions more quick access here - call it Financial_Dictionary
+
+Research ? Ideas(rename one to tickers??) + Themes + strategies
+
+Current? + dairy ?
+
-[[Financial Terms]]
-[[Financial Axioms]]
+-------------
+
+[[Financial Terms]]
[[The Business Cycle]]
@@ -106,4 +114,65 @@ For last 7 Quarters Real governement purshases is growing at a faster rate than
In other words, the federal government is “buying” only 53 cents of “growth” for every dollar it goes into debt
-https://theconversation.com/why-central-banks-are-too-powerful-and-have-created-our-inflation-crisis-by-the-banking-expert-who-pioneered-quantitative-easing-201158
+https://theconversation.com/why-central-banks-are-too-powerful-and-have-created-our-inflation-crisis-by-the-banking-expert-who-pioneered-quantitative-easing-201158A
+
+
+Price leads sentiment and sentiment drive the narrative.
+
+Cheapest "insurance" is trend following.
+
+Naked selling of Options is akin to "Picking pennies of the railway track."
+
+As soon as you are long options you are long volatility and time is agaisnt you.
+
+The economy is not a speedboat its a tanker.
+
+Markets stop panicking when policy makers start panicking.
+
+All models are wrong.
+
+Be Right, Be Early, Be Loud
+
+Buy protection when you can, not when you must.
+
+Markets stop panicking when policy makers start panicking.
+
+When putting up a option spread always write first because the credit you get is your "budget" for the trade
+
+Druckenmiller: "I never use valuation to time the market. I use liquidity considerations and technical analysis for timing. Valuation only tells me how far the market can go once a catalyst enters the picture to change the market direction."
+
+Twitter: when a group of low IQ retards start shouting loudly in unison, they do the work for you…
+
+Positioning is everything
+
+Don't trade P/L, trade stocks
+
+You can trade nonsense but don't believe it
+
+Don't react like a Pavlovian response machines to the daily market narratives
+
+Stocks take the stairs up and the elevator down
+
+When a trader start to feel really smart, he is headed for a huge drawdown
+
+Nothing is ever confirmed until it is pubicly denied
+
+
+# stock picking advices
+- During a bear market, monitor the outperformers in significantly underperforming industries. They will be the best stocks of the coming bull.
+- When the bear gives way to the bull, buy the companies that IPO’d during the bear market.
+
+
+
+- Stanley Druckenmiller
+Earnings don’t move the overall market; it’s the Federal Reserve Board… focus on the central banks and focus on the movement of liquidity… most people in the market are looking for earnings and conventional measures. It’s liquidity that moves markets.
+
+
+
+
+Money (the kind worth having in any case) is usually downstream of character and relationships
+
+Character (mental/physical health and skill) —> relationships —> wealth
+
+
+"" When I want to raise cash I put it into bershire hataways "" ....