WM 15 June 2024

Quotes









Lessons & Thoughts


















Motivation vs discipline
    



















Purpose











Life 



Out of control



Time management

    













Knowledge


Intelligence


Takes 25 days to acquire a new habites and 100 hours on any discipline to acquire any skills




Power of now

Mindset



    





Federer: "perfection is impossible"










Biases





7 types of income




Time in the market

Gender specific tendencies



Investing

Bill Ackman's 8 principles


Companies' life cycle
Breathing



Price action patterns
Double confirmation



Bullish reversals





Ascending channels





Candelsticks

















Supply & demand
Wyckoff







Wedges

    


Tops



Volume




Order blocks





Fibonacci



Moving averages









Bands squeeze
    




Parabolic curve



Money rules



Start with Why
    

Sell




Hedge fund strategies







Phil Fisher

    






15 timeless investing principles



5 Moats



Livermore



O'Neill



Relax and do it




Knowledge to wisdom





Bezos
Value














Websites






Learning






Problem solving


Influence












100 baggers



The four agreements

Think and grow rich


Think Again


EQ

Getting to yes



Hero with a thousand faces / Power of Myth by Joseph Campbell discuss universality of myths and storytelling patterns

The Hero's Journey: Campbell proposes a series of stages most heroes go through:

  1. The Call to Adventure: The hero receives a disruption to their ordinary life, a challenge that compels them to embark on a quest.
  2. Refusal of the Call: Initially, the hero might hesitate or resist the call due to fear or uncertainty.
  3. Meeting the Mentor: The hero gets guidance and support from a wise figure to prepare them for their journey.
  4. Crossing the Threshold: This is the point of no return, where the hero leaves the ordinary world and enters the realm of adventure.
  5. Tests, Allies, and Enemies: The hero faces trials, makes friends and foes, and learns valuable lessons.
  6. Approach to the Innermost Cave: This is the crucial point where the hero confronts their deepest fear or greatest challenge.
  7. Ordeal: The hero undergoes a transformative experience, often involving death and rebirth symbolism.
  8. Reward: The hero achieves their goal, gains knowledge or treasure.
  9. The Road Back: The hero faces new challenges on their journey home, often with the pursuit of an antagonist.
  10. Resurrection: The hero may undergo another transformative experience before reaching home.
  11. Return with the Elixir: The hero returns to their ordinary world, transformed by their journey, and brings newfound wisdom or gifts to share.

Impact: Campbell's theory argues that these universal story patterns resonate with us because they tap into fundamental human experiences of growth, transformation, and overcoming challenges.

Python





Macro news



Money































Geopolitics








- EU elections bring far right to majority

- France calls for parliementary election, triggering fears of social unrests and surprise


    





GDP


































CPI








    

Assets allocation














FX




Precious metals


















Crypto





Fixed income


















Real estate





Real estate



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Commodities











Themes,Sectors & Corporate news






    













    



Auditors

EV tariffs


Brands

Nvidia

















    

Cybersecurity




Buy European listed real estate







Small cap











EM vs DM


Holt styles and cycle




Utilities

Top retailers



Oracle

Broadcom


Adobe


AMD 



Sports trophee assets

Duty free
Internet

China

Luxury goods







Celsius, not so hot anymore

Swedish stocks

US growth co's


Europe's largest co's







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