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The Currency of Decisiveness: analysis paralysis investing

The Currency of Decisiveness Sep 27, 2025 Take it while you can; if not, the little you have will be taken from you. Opportunity is perishable; markets price time, then punish anyone who treats it as infinite. Hesitation is a tax that compounds. The universe rewards the decisive because uncertainty never resolves cleanly—it snaps. In … Read more

Vector Mass Psychology (VMP)

Introduction Sep 26, 2025 We used to follow the old principle of Mass Psychology (MP). That worked when information dripped, when time stretched, when people had breathing room to process. However, in the age of AI, soundbites, and social media, where the brain has been rewired to function like a slot machine for dopamine, MP … Read more

Are Share Buybacks Good?

Are Share Buybacks Good? No, They’re Market Manipulation in Disguise Sep 26, 2025 We don’t place much emphasis on P/E and similar metrics because they’re too easily manipulated. Want to improve the P/E? Simple—launch a massive buyback. Shrink the denominator, inflate EPS, and suddenly a mediocre business looks “cheap” on paper. The trick works even … Read more

Charlie Munger’s House: A Reflection of His Investment Genius

  Charlie Munger’s House: What It Reveals About His Investment Strategy Sept 26, 2025   The Unassuming Fortress Drive through Los Angeles, where glass fortresses scream ego and sprawl shouts insecurity, and you could pass Charlie Munger’s house without flinching—no gates carved in gold, no modernist monstrosity engineered to impress the easily impressed. A plain … Read more

Market Euphoria Is Your Enemy: Ecstasy Signals Imminent Crack

When Joy Turns Trap: Complacency Vector Signals Blow-Off Sep 25, 2025 Introduction: Vector Scorecard: Four Axes of Trend Psychology Axis What It Measures Tell-tale Extremes Suggested Interpretation Sentiment Momentum (Institutional & Retail) Speed and direction of change in sentiment (not just level) > 70 = sentiment accelerating upward; < 30 = sharp deceleration If momentum … Read more

Flush with Cash: The Illusion of Safety, the Trap of Timing

  Flush with Cash: A Fortress Today, a Prison Tomorrow Sept 24, 2025 Caution Concentrates Capital The headlines scream: U.S. investors now sit on $7.7 trillion in money-market funds. An ocean of liquidity, stacked in cash equivalents, waiting to flood into markets. Commentators frame it as proof of fear, paralysis, or hesitation. But pause: nobody … Read more