Jawad Mian Profile picture
12 Oct, 4 tweets, 1 min read
1) In the Hindu pantheon, there is a tale about Ganesha, the elephant-headed god who is the scribe of storytellers, and his brother, Kartikeya, the athletic warlord of the gods.

The two brothers decided to race one day: three times around the world.
2) Kartikeya leapt on his peacock and flew around the continents, the mountains, and the oceans. He went around once, he went around twice, he went around thrice.
3) But his brother Ganesha simply walked around his parents—once, twice, thrice. And said, “I won.”

“How come?” said Kartikeya.
4) Ganesha answered, “You went around the world. I went around my world.”

What matters more?

Great Ted talk on myths that mystify.

ted.com/talks/devdutt_…

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More from @jsmian

14 Oct
1) If you're stressed because stocks are rising and you still think we are in a bear market... 🤬

Or you're stressed because we are in a new bull market and you didn't buy the dip... 🤦‍♂️

This THREAD is for you.
2) Prospective hindsight, also called the pre-mortem technique, is one way to prepare for stress before it happens.

By looking into the future and imagining how it may unfold, we can overcome blind spots and evaluate a course of action to deal with any situation.
3) Our brain under stress releases cortisol, which increases our heart rate, it modulates adrenaline levels, and this clouds our thinking.

The pre-mortem technique gives us a chance to be objective and feel secure enough in our decision making in real time.
Read 11 tweets
10 Oct
1) As tennis demi-god Rafael Nadal's quest for a record-equalling 20th Grand Slam title continues, take a moment to reflect on his human side.

This is from a 2014 FT profile by John Carlin. ft.com/content/28ff29…
2) Rafa Nadal does not believe it. He never has and he never will. And that, he maintains, is the secret of his success.
3) What does he not believe?

“The acclaim, the success. That I am as good as people seem to think, or as the numbers say I am.”
Read 15 tweets
8 Oct
1) The global macro seas are disarmingly clam for a stretch and then, without a glimpse of warning, can turn dangerously stormy.
2) The path to better returns therefore isn’t necessarily about trying to control the seas.

It’s rather about assuming the ebbs and flows are going to happen and they will inevitably require quite a lot of time and thought to address.
3) Anxiety makes us curious and curiosity leads to understanding. Our progress is painfully limited and imperfect, but it is genuine.
Read 11 tweets
12 Sep
1) If you could choose one person to learn from in the past 100 years, who would it be?

My choice is Bruce Lee. Watch this 1971 interview for his wisdom.

2) “All type of knowledge, ultimately means self-knowledge. But knowing is not enough, we must apply.”

Martial arts for Lee was a spiritual practice. It taught him how to be a human being and everything in life.
3) Martial arts is the art of expressing the human body in combative form.

But Lee did not believe in the concept of styles or systems of fighting. “Because of style,” he explains at one point, “people are separate.”
Read 11 tweets
11 Sep
1) It has been exactly nineteen years since the 9/11 attacks.

I suspect there’s not a single person who does not remember where they were, or what they were doing when they heard the news.
2) It was my first day of class at university in Canada. I was seventeen and far away from my family for the very first time.
3) I nervously left my room in the morning, worrying about getting lost looking for the building where I was meant to go for my history course.
Read 18 tweets
11 Sep
The latest issue of Stray Reflections has been published.

Since it’s been a year of lingering regrets for investors, we explain why regret persists in a bull market.

You only have two choices to do something about it.

stray-reflections.com/article/153/Wo…
After outlining the bullish case in April and May, next we turn to the reasons for our cautious tactical stance.

While Masa is in the news again as the “Nasdaq whale” there are good reasons why market weakness persists.

stray-reflections.com/article/154/Th…
Regretfully, we also reverse our long-standing optimism for peace in the Middle East. This seems paradoxical to the recent news of UAE-Israeli friendship.

We present a theological perspective in which to place contemporary events.
Read 5 tweets

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