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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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அஸ்தினாபுரத்து அரசி👸...
@SivaRoobini555
#தினம்_ஒரு_திருவாசகம்
தொல்லை இரும்பிறவிச் சூழும் தளை நீக்கி
அல்லல் அறுத்து ஆனந்தம் ஆக்கியதே – எல்லை
மருவா நெறியளிக்கும் வாதவூர் எங்கோன்
திருவாசகம் என்னும் தேன்

பொருள்:
1.எப்போது ஆரம்பித்தது என அறியப்படமுடியாத தொலை காலமாக (தொல்லை)

2. இருந்து வரும் (இரும்)


3.பிறவிப் பயணத்திலே ஆழ்த்துகின்ற (பிறவி சூழும்)

4.அறியாமையாகிய இடரை (தளை)

5.அகற்றி (நீக்கி),

6.அதன் விளைவால் சுகதுக்கமெனும் துயரங்கள் விலக (அல்லல் அறுத்து),

7.முழுநிறைவாய்த் தன்னுளே இறைவனை உணர்த்துவதே (ஆனந்த மாக்கியதே),

8.பிறந்து இறக்கும் காலவெளிகளில் (எல்லை)

9.பிணைக்காமல் (மருவா)

10.காக்கும் மெய்யறிவினைத் தருகின்ற (நெறியளிக்கும்),

11.என் தலைவனான மாணிக்க வாசகரின் (வாதவூரெங்கோன்)

12.திருவாசகம் எனும் தேன் (திருவா சகமென்னுந் தேன்)

முதல்வரி: பிறவி என்பது முன்வினை விதையால் முளைப்பதோர் பெருமரம். அந்த ‘முன்வினை’ எங்கு ஆரம்பித்தது எனச் சொல்ல இயலாது. ஆனால் ‘அறியாமை’ ஒன்றே ஆசைக்கும்,, அச்சத்துக்கும் காரணம் என்பதால், அவையே வினைகளை விளைவிப்பன என்பதால், தொடர்ந்து வரும் பிறவிகளுக்கு, ‘அறியாமையே’ காரணம்

அறியாமைக்கு ஆரம்பம் கிடையாது. நமக்கு ஒரு பொருளைப் பற்றிய அறிவு எப்போதிருந்து இல்லை? அதைச் சொல்ல முடியாது. அதனாலேதான் முதலடியில், ஆரம்பமில்லாத அஞ்ஞானத்தை பிறவிகளுக்குக் காரணமாகச் சொல்லியது. ஆனால் அறியாமை, அறிவின் எழுச்சியால், அப்போதே முடிந்து விடும்.
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सा विद्या या विमुक्तये...
@raghav_aanya
कुंडली में 12 भाव होते हैं। कैसे ज्योतिष द्वारा रोग के आंकलन करते समय कुंडली के विभिन्न भावों से गणना करते हैं आज इस पर चर्चा करेंगे।
कुण्डली को कालपुरुष की संज्ञा देकर इसमें शरीर के अंगों को स्थापित कर उनसे रोग, रोगेश, रोग को बढ़ाने घटाने वाले ग्रह


रोग की स्थिति में उत्प्रेरक का कार्य करने वाले ग्रह, आयुर्वेदिक/ऐलोपैथी/होमियोपैथी में से कौन कारगर होगा इसका आँकलन, रक्त विकार, रक्त और आपरेशन की स्थिति, कौन सा आंतरिक या बाहरी अंग प्रभावित होगा इत्यादि गणना करने में कुंडली का प्रयोग किया जाता है।


मेडिकल ज्योतिष में आज के समय में Dr. K. S. Charak का नाम निर्विवाद रूप से प्रथम स्थान रखता है। उनकी लिखी कई पुस्तकें आज इस क्षेत्र में नए ज्योतिषों का मार्गदर्शन कर रही हैं।
प्रथम भाव -
इस भाव से हम व्यक्ति की रोगप्रतिरोधक क्षमता, सिर, मष्तिस्क का विचार करते हैं।


द्वितीय भाव-
दाहिना नेत्र, मुख, वाणी, नाक, गर्दन व गले के ऊपरी भाग का विचार होता है।
तृतीय भाव-
अस्थि, गला,कान, हाथ, कंधे व छाती के आंतरिक अंगों का शुरुआती भाग इत्यादि।

चतुर्थ भाव- छाती व इसके आंतरिक अंग, जातक की मानसिक स्थिति/प्रकृति, स्तन आदि की गणना की जाती है


पंचम भाव-
जातक की बुद्धि व उसकी तीव्रता,पीठ, पसलियां,पेट, हृदय की स्थिति आंकलन में प्रयोग होता है।

षष्ठ भाव-
रोग भाव कहा जाता है। कुंडली मे इसके तत्कालिक भाव स्वामी, कालपुरुष कुंडली के स्वामी, दृष्टि संबंध, रोगेश की स्थिति, रोगेश के नक्षत्र औऱ रोगेश व भाव की डिग्री इत्यादि।
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Angela Jamison
Angela Jamison
@AnJamison
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@buzz_chronicles @AchuthArora @aldothetrainer @Artofphysique_ @rattibha Gotcha, boss!

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Aberdeen-born Mary Slessor was one of the few missionaries in Africa who learnt the local language, adapted to the native customs and environment and gained the trust of the locals in order to make a truly positive impact.

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India's action was therefore in flagrant disregard not only of international law n morality, but of her solemn commitments with Pakistan and a gross violation of this country's historical rights over common waters.

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Mr. Vijay Kedia built a net worth of over Rs. 800 crores.

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As the entry price, horizon and risk appetite would be far different than yours.

Rather lets draw inspiration and try to learn his stock picking skills.

Now let's DIVE IN👇

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2/ Punjab Tractors:

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Vibhu Vashisth \U0001f1ee\U0001f1f3
Vibhu Vashisth 🇮🇳...
@VIBHU_Tweet
VEDIC COSMOLOGY, also known as Hindu Cosmology, and cosmography are both interesting and inspiring. Today’s “modern” Vedic texts originated around 3,000 B.C.E. This is the oldest scientific and the oldest religious doctrine known to the human race.


Our current astronomy of the solar system and universe has its roots in Vedic knowledge. It only shows that man had advanced knowledge of astronomy way before our current civilization came into existence.
We are here to talk about the Vedic version of the planetary system,

starting at the top from the eternal planets to the temporary planetary system within innumerable universes in the material world.

Talking about “cosmic manifestation,” we need to incorporate both spiritual and material existence.


The spiritual realm of the planets is everlasting, and this will forever be beyond what the material universe can encapsulate. The spiritual realm belongs to the “super dimensional” or “anti-material” dimension. It means that it is beyond what we can perceive,


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Anu Satheesh 🇮🇳...
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Thuravoor Narasimha Swamy Temple
Alappuzha, Kerala
#KeralaTemples 🚩

Thuravoor Narasimha Swamy or Thuravoor Mahakshetram is situated in Alappuzha with Narasimha Swamy and Sudharshana Moorthy as main Prathishta.
Temple has separate Sannidhi for Vadakkanappan ( Narasimha) and 👇


Tekkanappan ( Sudarshana).

Sthala puranam says that Vigraham of Narasimha was brought from Varanasi. Swami Padmapadar, shishya of Adi Sankaracharya, had worshipped the same Vigraham at Kashi.
A Namboodiri, on his way to Kashi saw a powerful light which disappeared here 👇


Namboodiri dug the place and he found a beautiful beautiful Vigraham made of Anjanasila. It is said that the vigraham occupied a site, which was the place of Durga Devi
Sudarshana Moorthy is about 6 Ft, Chaturbahu. Deepavali is famous festival here.
Om Narasimha Swamine Namah
🕉
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