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Jawad Mian Profile picture
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11 Mar, 6 tweets, 1 min read
Come, seek

For seeking is the foundation of fortune;
Every success depends on focusing the heart,

Unconcerned with the business of the world,
Keep saying with all your soul, “Ku,ku,” like the dove
Even though you’re not equipped, Keep searching
Whoever you see engaged in search,

Become her friend and cast your head in front of her,
For choosing to be a neighbor of seekers,
You become one yourself
Day and night you are a traveller in a ship,
You are under the protection of a life-giving spirit
Step aboard the ship and set sail,
Like the soul going towards the soul’s Beloved,

Without hands or feet, travel towards
Timelessness
Just as spirits flee from non-existence
By God, don’t linger,
In any spiritual benefit you have gained,

But yearn for more
like one suffering from illness
Whose thirst for water is never quenched
Leave the seat of honor behind
The journey is your seat of honor

(Rumi)

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More from @jsmian

Jawad Mian Profile picture
13 Mar
1) There are some truths that are so obvious that we never question them. The virtues of value investing is one of them.

Time to renovate demonstrably false old truths. 🤓stray-reflections.com/article/166
2) Value investing has held a structural advantage when considered over multiple market cycles.

From 1927 through 2019, value stocks outperformed growth stocks 93 percent of the time over rolling 15-year time periods.
3) Value's worst-ever performance when compared to growth stocks last decade is vexing.

Should investors adjust to the changing landscape or side with a truism that has stood the test of time?
Read 16 tweets
Jawad Mian Profile picture
9 Mar
1) As we try to unscramble the complexity of markets, we are always seeking a measure of order from the apparent randomness.

It is interesting to us how markets (mis)behave. As Benoit Mandelbrot said, the chaos and irregularity of the world is something to be celebrated.
2) A self-described “wandering scientist,” pursuing what he called “unpredictable interests,” Benoit Mandelbrot moved across many disciplines at once to find new insights.
3) He spent much of his life as an outsider, seeking to extract an element of order in physical, mathematical, or social phenomena characterized by wild variability.
Read 19 tweets
Jawad Mian Profile picture
5 Mar
1) Since the Second World War, there have been three secular bull cycles with numerous cyclical trends occurring in between.

Thinking through them, we can guess what might be coming next. 🤔
stray-reflections.com/article/145/On…
2) The first was from 1950 to 1968.

The S&P 500 rose from 20 to 109 for a gain of 440 percent.

But twelve years into the secular bull market, there was a violent correction.
3) In 1961, stocks had risen 27 percent, with leading technology stocks like Texas Instruments and Polaroid trading at up to 115 times earnings.

And then, stocks “broke,” as The Wall Street Journal described it, seemingly out of the blue.
Read 20 tweets
Jawad Mian Profile picture
3 Mar
1) Five years ago, Ken Langone asked Stan Druckenmiller, "What is the biggest mistake you made and what did you learn from it?"
2) Druck said in 1999, after Yahoo and AOL had already gone up ten-fold, he decided to short internet stocks.

He placed a $200 million bet in February and was down $600 million by mid-March.
3) He was very proud of the fact that he never had a down year but now his fund was down 15%.

"I'm finished," he thought.
Read 10 tweets
Jawad Mian Profile picture
26 Feb
1) The way we breathe is inextricably linked to the way we live.

I’m embarrassed how long it took me to figure this out.

Given my sinus I’ve been breathing poorly my whole life.

What I’ve learned 👇🏼👇🏼👇🏼

stray-reflections.com/article/170
2) Breathing, with awareness and intention, sits at the heart of spiritual practice.

To let one breath go, say the Sufis, without being conscious of it is a sin.
3) Breathing usually happens without us, of course.

Even if we try to stop, some force overpowers our efforts.
Read 25 tweets
Jawad Mian Profile picture
22 Feb
1) If you review all the big declines in bond yields since the beginning of the secular downturn in interest rates in 1981, you find something very interesting.

Thread 👇

stray-reflections.com/article/92/The…
2) From each historic low, the 10-year Treasury yield retraced 50 to 61.8 percent of the drop over a span ranging from 2 months to 14 months.

The fundamental reasoning almost did not matter, this curious pattern held every time.
3) 1981-84: The 10-year yield fell from a high of 15.8 percent in September 1981 to a low of 10.1 percent in May 1983.

Then rose to 13.9 percent over 12 months and retraced 61.8 percent of the decline.
Read 14 tweets

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