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Jawad Mian Profile picture
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5 Dec, 5 tweets, 2 min read
1) Investing in a bull market is hard enough; hearing it trivialized makes it unnecessarily harder.

In our latest issue, we discuss the far more powerful underlying forces, some outside of common understanding, that are at play.
2) The pandemic is a major displacement that will go down in history as setting new trends and social forces that spark a major bull market and mania.

We are still early in this uptrend.

stray-reflections.com/article/168/Th…
3) While the world balks at America’s failed response to a coronavirus pandemic, their economic management may yet prove to be superior.

stray-reflections.com/article/167/Am…
4) The rotation from value to growth over the past decade is the start of a secular trend that will last many decades.

stray-reflections.com/article/166/Th…
5) And lastly, we focus on breathing.

Weakness of breath underpins weakness of mind and body. Strength in breathing carries strength to both.

Know that breath must be exercised.

stray-reflections.com/article/170/Le…

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More from @jsmian

Jawad Mian Profile picture
5 Dec
1) The ancient Greek philosopher Epictetus said, “Be silent for the most part.”

What did he mean? Allow me to explain.

Thread. 👇
2) On August 29, 1952, the piano virtuoso David Tudor walked onto the stage of the barn-like Maverick Concert Hall on the outskirts of Woodstock in New York.

He sat at the piano, propped up six pages of blank sheet music, closed the keyboard lid, and clicked a stopwatch.
3) Thirty seconds passed.

The audience, a broad cross-section of the city’s classical musical community, waited for something to happen.
Read 24 tweets
Jawad Mian Profile picture
4 Dec
1) In Greek mythology, Cassandra was a princess of the legendary city of Troy, and the most beautiful of King Priam’s daughters.

She was seduced by Apollo, who gave her the ability to predict the future.
2) When she refused herself to him, he cursed her by making people disbelieve her predictions.
3) So she went around knowing and predicting the future, telling people what was going to happen, but no one ever believed her.

She foresaw the fall of Troy, but couldn’t prevent it.
Read 13 tweets
Jawad Mian Profile picture
26 Nov
1) One finds cultures founded on guilt (typically in the Judeo-Christian world), cultures founded on submission (Islam), and cultures founded on shame (typicallyin Asia).
2) There exists another culture, one without borders that encompasses all. Taking people’s stoicism captive, it seeps through everyday life and breeds disdain.

Such is our culture of complaint.
3) There is much to complain about: life, politics, treasonous friends, and, of course, work!

On any given day, all these topics come up.
Read 19 tweets
Jawad Mian Profile picture
23 Nov
Since it’s been a year of lingering regrets for investors, I explain why regret persists in a bull market. 🤬stray-reflections.com/article/153/Wo…
1) Are you regretting not shorting the pre-pandemic February highs, buying too soon as the market crashed, buying too little around the April lows, or selling too early as stocks keep advancing?
2) To invest, it seems, is to accumulate at least some regrets.
Read 23 tweets
Jawad Mian Profile picture
21 Nov
Before we got married, my wife complained that I write for everyone except her. 🤦🏽‍♂️

So I decided that each year, on our wedding anniversary, I’ll gift a new chapter to her in a lifelong book.

Now I’m writing chapter eight. ❤️
1) Funny story about the book.

Worked like a charm for our first anniversary. My wife loved the whole concept.
2) My smart ass idea was now I can just gift her a new chapter each year.

No more hassle of thinking about what to get for our anniversary.

This was the gift that keeps on giving.
Read 10 tweets
Jawad Mian Profile picture
21 Nov
1) In a distant Indian village, a seer brings an elephant under the cover of the night.

He keeps it hidden in a dark tent and invites the local villagers to come take a look.
2) As seeing in the darkness was impossible, no one could tell what it was. Each person touches the creature with his hand to get an idea.
3) The first person felt the trunk, and perceived it as a water pipe.

“Oh, no! It’s a rope,” argued the second after touching the tail.
Read 13 tweets

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