Jawad Mian Profile picture
11 May, 16 tweets, 2 min read
1/ An investor is a professional observer.

In one sense, it has never been easier: we have never had this many tools and information at our fingertips.

But in another sense, it has never been more difficult: our brain is fatigued trying to attain signals from noisy news flows.
2/ As William James wrote, "We see, but we do not see: we use our eyes, but our gaze is glancing.

We see the signs, but not their meanings. We are not blinded, but we have blinders."
3/ Trapped behind our Bloomberg screen, frivolously searching for new patterns, we become isolated from everything, including our own increasingly abstract thoughts.
4/ “In order to understand the world, one has to turn away from it on occasion,” Albert Camus wrote in the 1940s as he contemplated the modern megalopolis.
5/ But where should we flee from the traffic and high-rises in order to clear our mental windshield?
6/ Richard Jefferies answers, “The exceeding beauty of the earth yields a new thought with every petal.

The hours when the mind is absorbed by beauty are the only hours when we really live.

To be beautiful and to be calm, without mental fear, is the ideal of nature.”
7/ 6/ Science is proving what we all know as an elemental truth of existence:

When we get closer to nature—be it untouched wilderness or a backyard tree—we do our overstressed brains a favor.
8/ Not only do we feel refreshed, but our cognitive functioning improves too.
9/ There’s something about being in nature that allows the prefrontal cortex, the brain’s command center, to rest and recover, like an overused muscle.
10/ This permits a more reflective state, which enhances higher-order thinking, restores mental energy, and boosts creativity.
11/ And it doesn’t take much to achieve that.

Short doses of nature for as little as 25 minutes is enough to give our prefrontal cortex a rest and boost cognitive capacity.
12/ When the prefrontal cortex quiets down, the brain’s default network kicks in which enables us to picture other perspectives and scenarios.
13/ Researchers found what Emerson insisted long ago, that “nature is medicinal.”
14/ People living near nature or more green space have fewer stress hormones in the blood and fewer health problems, including depression, migraines, anxiety, heart disease, diabetes, and asthma.
15/ The natural world can offer us more than beauty in our technology-filled urban world.
16/ Before nature vanishes bit-by-bit, let us not forget the sage words of Thoreau:

“All nature is doing her best each moment to make us well—she exists for no other end. Do not resist her.”

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More from @jsmian

30 Apr
1) I’ve never understood why people love labeling themselves as contrarian.

What’s with such pride?

Contrarians are often in error but never in doubt.
2) In The Art of Contrary Thinking, written in 1954, Humphrey Neill said being contrarian is not not about simply taking the opposite view of the crowd.
3) Timing is important.

Contrary opinions are frequently wrong primarily because the crowd is right most of the time.
Read 17 tweets
24 Apr
This year started with optimism COVID-19 won’t be around for much longer thanks to speedy vaccine development.

The history of pandemics teaches us to expect otherwise. 👇🏼

stray-reflections.com/article/175/Th…
1) The Black Death pandemic struck in 1346, ravaging the world through the early 1350s, causing as many as 200 million deaths.
2) Many countries suffered recurring outbreaks every decade or so until the eighteenth century.

Scientists are still left wondering how the deadly pandemic subsided.
Read 25 tweets
16 Apr
1) Fasting has become popular for its health benefits. But what has always interested me is the spiritual dimension.

In every culture and religion in history, fasting has endured as an instinctive and essential practice. 

Find out more 👇🏼 stray-reflections.com/article/93/The…
2) Prophet Moses fasted for 40 days and 40 nights when he was waiting for the revelation on the mountain of Sinai.
3) The gospels record Prophet Jesus fasted for 40 days before undergoing an intense confrontation with Satan.
Read 18 tweets
8 Apr
A few simple realizations have changed the way I operate my life.
First, I don’t know everything.

(This took a shockingly long time to admit).
Second, I won’t know everything.

(Feeling exasperated seeing my pile of unread books).
Read 12 tweets
3 Apr
Is our capacity to learn from experience and illusion?

Worth revisiting March 2020 in a non-reactive, non-judgmental way, simply a moment by moment reflection on events.
It started like any other year. Wall Street strategists published their bullish forecasts with expectations for a market melt-up.
Morgan Stanley’s Mike Wilson, the most bearish strategist, increased his target for the S&P 500 to as high as 3,500 in the first half of 2020.
Read 65 tweets
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

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