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Saved by @sachinghitm

1/n) Below is tweet storm of my journey into public market investing/trading, how I learned, and a thank you to those who have helped (direct & indirect) along the way:

It was 3 years ago just before Easter we were on our way to Amsterdam for 10 days (it was a work trip for my

 2/n) wife, I invited myself). During the days while she had work and I was working remote, I began my quest to learn about public market investing. Reason is, majority of net worth at the time had been tied up in Commercial Real Estate (co-investing in our investments for my “day
3/n) job”). I felt valuations were beginning to get frothy and wanted diversification/liquidity for the next real estate cycle. Enter reading Security Analysis. Value intuitively made sense. This led me to @PrestonPysh @stig_brodersen , which led me to @Greenbackd work in Deep
4/n) Value. Quant & testing immediately made sense to me. I’ve always been a process guy at everything I’ve ever excelled in. “Less being more” and one metric that tested well made sense. Shortly found Greenblatt’s books & after seeing his returns I was astonished. 2017 was a
5/n) year I implemented an Acquirer’s Multiple based value strategy and thanks to FCAU, had a great year beating SPY.

During this time, I started listening to @MebFaber podcast and learning more about systems trading and trend. In stark contrast with value, I was wrestling
6/n) “chasing price,” but the data was robust. Then I stumbled upon @Covel book and my paradigm began shifting. The robustness of data and success of trend followers of the past was great, plus a compliment to value. It also solved one of my main value complaints of not really
7/n) having “exit” points for value and relying on mean reversion. They were great as a pair. I began listening to all the episodes of @TopTradersLive and learning what I could about trend.

Somewhere in there through the podcast and reading “Thinking Fast & Slow” and @AnnieDuke
8/n) “Thinking In Bets” were books I read that immediately resonated. Process over outcome has been a mantra in my former competitive sports life, current fitness/diet life, and professionally as an entrepreneur and investor. I knew I had to be a rules-based investor, systematic
9/n) to the fullest extent. Then the magic happened, I had many dialogues with a guy I met online who I knew had done similar real estate deals to myself. We’d both done well, regularly doubling our money in 3-5 years in CRE, just to find out he traded volatility (vix,tvix,uvxy).
10/n) I asked a probing question as to “why” when you do so well in real estate and you’re classically trained in finance, the returns must be far greater. After auditing his investment history, my jaw about hit the floor and I was determined to learn everything I could about
11/n) trading and volatility (much of it with him pointing me in the right direction, an eternal thank you).

As a result, I developed a mindset that we’re all trading volatility, in every asset class, & got philosophically okay with trading it in its purest form. You’re either
12/n) long vol (trend following) or short vol (mean reversion). In 2018 all I traded was vol linked etfs/etns systematically and eeked out the year with a slight gain (felt great given that 2018 the “volpocalypse” happened and many short vol traders were wiped out). This is where
13/n) things really got interesting. From the help of people like @WayneHimelsein , @profplum99, & @ArtemisVol I was able to dive deeper into options and long vol. This fit my convex payout worldview greatly. Being able to use options and a model on the underlying that led to
14/n) convex payouts leads to a “duel convexity” of sorts via gamma and vega growth when expressed as an options trade. @ArtemisVol piece on the dragon portfolio helped shatter a ton of paradigms I had on asset performance and correlations over time. Keep in mind since 2017, the
15/n) data and my general sentiment was we were late cycle, so I was feverishly exploring for more letting data guide me. For instance, stocks/bonds are only in recent history a good diversifier, not throughout all of history when they’re more often correlated than not. I knew I
16/n) needed some volatility-based trading system that was robust on multiple asset classes.

This led me to where I am today with the help of the above and @KeithMcCullough @Hedgeye @RaoulGMI I’ve been able to expand my toolkit to include assets outside of equities on both the
17/n) long and short side. After a 2019 where I largely outperformed SPY by using my vol system and applying it to a more diverse range of equities, 2020’s gains are almost purely from using that systematic overlay on gold and bonds (tlt/ief/edv). Throughout my journey there’s
18/n) been many bumps, some fat fingered trades, and downright stupidity. The best example I have is that I was long TLT calls beginning on 2/12 in size. On 3/6 I sold a bunch of calls OTM that were “far” for some extra yield and sold beyond what I had covered. I proceeded to get
19/n) run over and lose money despite seeing the multi standard deviation move in TLT for which I was positioned. I picked up pennies in front of a steamroller on my long convexity trade that did exactly what I thought it would, and got steam rolled. That trade alone, if I didn’t
20/n) do what I did, would have put me up 53% on my whole portfolio for the year. I share this to let you all out there know that you’ll make mistakes and you’ll learn, but the key is to have risk management in place and never risk ruin.
21/n) Thank you to all tagged in this for aiding my journey, to those I forgot, and a few honorable mentions below who have podcasts or great work that have aided in my thinking:
@KYRRadio
@MutinyFund
@patrick_oshag
@jposhaughnessy
@VolatilityQ
@kerberos007
@ZeContrarian7

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Anu Satheesh \U0001f1ee\U0001f1f3
Anu Satheesh 🇮🇳...
@AnuSatheesh5
Mangottu Bhagavathi Temple
#Palakkad #Kerala
#keralatemples 🚩

Mangottu Bhagavathi Temple is situated in Athipotta near Alathur of palakkad district. Devi is kshipraprasadi here and grants relief to those who worship with full faith.
Mookken Chathen, situated on the Northern 👇


side of the temple, is guarding Devi here.
Story says that, once there lived a weaver named Kuttan who was a Devi Bhaktan. During one festival time Kuttan was so pleased by the Devi Vigraham that he requested her to come along with him. At that time wind blew heavily and Cloths


in Vigraham flew. Kuttan immediately decorated Devi with his cloth which stuck to Vigraham and returned to his village and with his Umbrella. Devi came with him in that Umbrella and stayed in his place. This place is Mangottu Bhagavathi temple now.

Amme Narayana
🙏🕉🙏
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\u0936\u094d\u0930\u0940\u092e\u093e\u0932\u0940 \u0939\u093f\u0924\u0947\u0936 \u0905\u0935\u0938\u094d\u0925\u0940
श्रीमाली हितेश अवस्थी...
@HiteshAwasthi89
Statue of Equality (Ramanuja) Muchintal, Hyderabad, Telangana

The Statue of Equality is a monument in India dedicated to the 11th-century Vaishnavaite Sage Bhagavad Ramanuja, commemorating 1000 years since his birth. It was inaugurated by Prime Minister Narendra Modi ji in 2019.


In 2014, Sri Chinna Jeeyar came up with the idea to commemorate the 1000th anniversary of Sri Ramanuja's teachings by building the Statue of Equality. The statue is constructed on an estimated 34 acres in Hyderabad, India.


It consists of a 216 foot tall statue of Ramanuja and is surrounded by 108 Divyadesams (model temples) and includes an educational gallery. The project budget is 1000 crore rupees.The foundation stone for the Statue of Equality was laid by Chinna Jeeyar.


The statue was built by Aerosun Corporation in China before being shipped to India. It is made of panchaloha, a combination of gold, silver, copper, brass and titanium. The statue relies on donations to fund its construction.


The temple is located on the 27,870 square metre second floor with a 120 kg statue of Ramanuja, representing the years he lived, meant for daily worship. The 1,365 square metre third floor including a Vedic digital library and research center.
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Jaya_Upadhyaya
Jaya_Upadhyaya
@Jayalko1
WEAPONS OF MAHADEV

Sarvaripati Shiva is one of the most fearsome manifestations of Mahadev. Assigned with destroying all of the universes at the end of time, Shiva is one of the most fearsome warriors. He is the Mrityunjaya.
Here are some weapons associated with him:


TRISHULA: the 3 pointed blades denote creation, maintenance, and destruction or the 3 Kalas – Past, Present and Future. They also represent 3 Gunas – Sattva, Rajas and Tamas).
Shiva’s trishul can only be stopped by Shiva himself.
@onlyonenetra @DetheEsha


Trishul is also said to represent Ida, Pingala, and Sushumna. These are the three basic nadis – the left, the right and the central – in the pranamaya kosha, or the energy body of the human system.
@iamkamyabuch @unever_followme


PARASHU: axe with 4 cutting edges which Shiva gave to Parashurama. In his anger, Parashurama used the parashu to get rid of the all the Earth’s tyrannical kshatriya caste twenty-one times over.
@harshasherni


CHANDRAHASA SWORD: The divine sword Chandrahasa literally means ‘the laughter of the moon’. Ravana gave this sword to Indrajit on different occasions especially to fight against Devas.
GIRISH: A special sword of Shiva with unique characteristics.
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Sachin Ramje
Sachin Ramje
@SachinRamje
10 must-read books to transform your workday and boost productivity:


1. Atomic Habits


2. The Power of Habit


3. Deep Work


4. Essentialism
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Buzz Chronicles
Buzz Chronicles
@buzz_chronicles
@SaveToBookmarks Ciao! There you go! Original tweet by @AchuthArora: "@powerbeastt @buzz_chronicles @rattibha @SaveToBookmarks save as Movies". See You soon! ✌

Ahoj! There you go! Original tweet by @SaveToBookmarks: "@AchuthArora @powerbeastt @buzz_chronicles @rattibha Cool!

I saved this tweet f...". Enjoy 👌
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Vibhu Vashisth
Vibhu Vashisth
@VIBHU_Tweet
राम-रावण युद्ध समाप्त हो चुका था। जगत को त्रास देने वाला रावण अपने कुटुम्ब सहित नष्ट हो चुका था।श्रीराम का राज्याभिषेक हुआ और अयोध्या नरेश श्री राम के नेतृत्व में चारों दिशाओं में शन्ति थी।
अंगद को विदा करते समय राम रो पड़े थे ।हनुमान को विदा करने की शक्ति तो राम में थी ही नहीं ।


माता सीता भी हनुमान को पुत्रवत मानती थी। अत: हनुमान अयोध्या में ही रह गए ।राम दिनभर दरबार में, शासन व्यवस्था में व्यस्त रहते थे। संध्या को जब शासकीय कार्यों में छूट मिलती तो गुरु और माताओं का कुशल-मंगल पूछ अपने कक्ष में जाते थे। परंतु हनुमान जी हमेशा उनके पीछे-पीछे ही रहते थे ।


उनकी उपस्थिति में ही सारा परिवार बहुत देर तक जी भर बातें करता ।फिर भरत को ध्यान आया कि भैया-भाभी को भी एकांत मिलना चाहिए ।उर्मिला को देख भी उनके मन में हूक उठती थी कि इस पतिव्रता को भी अपने पति का सानिध्य चाहिए ।

एक दिन भरत ने हनुमान जी से कहा,"हे पवनपुत्र! सीता भाभी को राम भैया के साथ एकांत में रहने का भी अधिकार प्राप्त है ।क्या आपको उनके माथे पर सिन्दूर नहीं दिखता?इसलिए संध्या पश्चात आप राम भैया को कृप्या अकेला छोड़ दिया करें "।
ये सुनकर हनुमान आश्चर्यचकित रह गए और सीता माता के पास गए ।


माता से हनुमान ने पूछा,"माता आप अपने माथे पर सिन्दूर क्यों लगाती हैं।" यह सुनकर सीता माता बोलीं,"स्त्री अपने माथे पर सिन्दूर लगाती है तो उसके पति की आयु में वृद्धि होती है और वह स्वस्थ रहते हैं "। फिर हनुमान जी प्रभु राम के पास गए ।
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ArmaniTalks \U0001f399\U0001f525
ArmaniTalks 🎙🔥...
@ArmaniTalks
Your Most PRECIOUS Currencies:

-Energy

-Time

-Attention

-Trust

-Love

-Loyalty

-Respect

Only give these currencies to high value people. Never spend these currencies on low value shitheads eg: trolls, weasels, snakes, naysayers etc.

'Wait, I thought money was the most important currency?'

Nah.

Once you adopt abundance mentality, you realize their is no shortage of money.

Making the dollars your most important currency will have you leading an empty life.

Time to flip your perspective.

👇

▪Energy

When you strip yourself to the core, you are an emotional creature.

Emotions are your internal worlds energy.

Harnessing that energy is crucial for leveraging yourself to obtain whatever you want.

You have a finite amount everyday, so spend it wisely.

▪Time

A second that is lost will never be returned.

You start valuing the hell out of this currency the more you mature.

As the years start adding up, you realize time is precious.

You must always have a scarcity mindset towards time.

Once you do so, you will not be lazy.

▪Attention

You can be here, but not present.

Attention is completely mental.

Giving someone your attention means you are clearing up mental bandwidth to make room for them.

Only give your attention to people who help you grow.

For the negative ones?

Ignore their existence
LIFE
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raina douris
raina douris
@RahRahRaina
fascinated by this man, mario cortellucci, and his outsized influence on ontario and GTA politics. cortellucci, who lives in vaughan and ran as a far-right candidate for the italian senate back in 2018 - is a major ford donor...


his name might sound familiar because the new cortellucci vaughan hospital at mackenzie health, the one doug ford has been touting lately as a covid-centric facility, is named after him and his family

but his name also pops up in a LOT of other ford projects. for instance - he controls the long term lease on big parts of toronto's portlands... where doug ford once proposed building an nfl stadium and monorail... https://t.co/weOMJ51bVF


cortellucci, who is a developer, also owns a large chunk of the greenbelt. doug ford's desire to develop the greenbelt has been

and late last year he rolled back the mandate of conservation authorities there, prompting the resignations of several members of the greenbelt advisory
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SK
SK
@sk_diary1
#DoYouKnow -The place where
Lalitha Sahasranamam -1000 names of Devi originated.

It is in Lalithambigai temple -Thirumeeyachur,Near Mayiladuthurai,TN

There is a Legend #story & it is related to this beautiful #sculpture of Kshetrapuraneswarar & Ambal Lalithambigai #Thread 👇


#Legend #story
It is believed that this is birth place of Kashyapa Maharishi’s sons, Arunan& Garudan. Arunan(charioteer of Surya)was physically handicapped.He was a Shiva devotee.Arunan wanted to visit Kailash to have Shiva Darshan,but Surya Dev denied permission.

So Arunan disguised as a girl & was on his way to Kailash.On the way Surya Dev saw this girl & outraged her modesty.Shiva was very angry with Suryan for misbehaviour & cursed him to get darkened. Whole world plunged into darkness.Surya Dev pleaded to Bhagwan Shiv to forgive him.

Shiva Bhagwan asked him to go to Thirumiyachur & worship him there. As advised, Surya Dev performed rigorous penance, placed murthi of Shiva& Parvathy on an elephant & took them to the clouds.Shiva in this temple is known as Meganathaswamy,Devi is known as Lalithambigai


Even after severe penance,Shiva does appear,so Surya Dev cries out in agony.Disturbed by his call, Parvathy protests.Siva pacifies her & offers relief to Surya Dev.The sculpture of Shiva pacifying Ambal shows her sullen from one angle &smiling from another.
RELIGION
Zen Black
Zen Black
@z3nblack
1/ Thread: "A Silicon Valley Ponzi Scheme"

Thanks to @chamath for laying this out in Social Capital's 2018 annual letter.

I've always appreciated his outspokenness.

2/ The hardest thing for most startups today is the path to market: first finding product-market fit & a way to reach customers, then building a ruthless machine to acquire, monetize & retain them.

3/ Because of this, when the VC industry invests capital into fast growing startups today, the plurality (if not majority) of invested capital will go into user acquisition and ad spending, for better or worse— usually worse.

4/ Todays massive venture-backed advertising, sales, and user acquisition playbook has morphed into one that champions growth at any cost.

This is creating a big bill that will soon come due...

5/ Ad impressions and click-throughs are bid up to outrageous prices by startups flush with venture money, and prospective users demand more and more subsidized products to gain their initial attention.
TECH , STARTUPS , {TEST FOLDER}