Thought of the Day

Discomfort may be a doorway; don’t run from it
― Joseph Deitch, Elevate: An Essential Guide to Life

“Fatigue, discomfort, discouragement are merely symptoms of effort.”
― Morgan Freeman

I am not a No pain No gain Guy, I know that it works, yes i know that in sports you have to create disruption in your body and them to do the normal is very easy. I know this. It's totally true. However in endurance sports the Constance of training and consistency also works and I don't have horrible workouts. Since i have a coach I train less extreme , less discomfort and better results. But I am a guy that can train easy and in the big day I do much better than in training.

Perhaps there is an alternative way that is Focus and repetition and you grow just by repetition. If you want results fast, just be a bit crazy and sustain some discomfort. I read Elon Musk bio, this guy sustained a lot of personal discomfort. Even in sales this is true. Just stay the course. Persist.

Society tames the wolf into a dog.
And man is the most domesticated
animal of all.

~ Nietzsche

From Erik Rittenberry

Freud defined depression as anger turned inwards. There’s some truth to this for sure, but I think the great existential psychologist, Rollo May, defined it more accurately — “Depression is the inability to construct a future.”

And anxiety simply comes from, as Rollo May also pointed out, “not being able to know the world you’re in, not being able to orient yourself in your own existence.”

https://medium.com/@erikrittenberry/the-comfortable-life-is-killing-you-61cae61622e7

Of course comfort life is killing everybody, you don't walk you don't run you don't experience hunger and you don't want to be sick and lay in bet time to time. You need to expose yourself to cold and to nature. I need it big time. When I am out for a bike ride at 7h30 it's freezing cold but after a while everything is beautiful. last Saturday we started our ride under the rain but after a while it got better and we made a good day. 120 km it was a very good day.

just relax and don't wish the world to be perfect. Just enjoy the here and now. have a great day. walk for 1 hour today.

I don't know perhaps the people who visit it can say better than me but I have a few ideas that keep coming over and over.

1.Capitalism is the only system that makes people happy. Socialism is not a system society is destroyed (Venezuela etc....). To treat people like weak and vulnerable that must be helped never works.

2.The Good old days were no Good

3.Eat less, eat very little if you can. Zero Sugar.

4.Best thing for the brain is exercise, physical exercise is the best.Brain exercise a distant 2nd best.

5.Eat meat, be like a MASAI, meat & Exercise.

6.All this radical ideas of changing what is working is just stupid. I am a conservative.

7.Have a philosophy of whatever comes it's ok. If you have this view of life you will be happy. Anything and everything don't make plans just enjoy and adapt.If things change it's ok never try to go back. it's over let's move on.

8.In my business some people confuse past experience is no guarantee of future results which is partially true with past experience does not matter. It matters a lot. In fact recent results are a great indication what is coming next.

9."In three words I can sum up everything I've learned about life: it goes on."

Robert Frost

10.It doesn't matter. Most of the things don't matter at all. It's just noise.Enjoy. Stop listening to news.

11.The person who works hard and is organized (FOCUS) normally does better in life than the high IQ smart person. Don't over complicate things.

The price you pay must make a difference

My Dog is never sick. only eats Dog Food no leftovers, runs like crazy and I never have to go the vet with him. he is 5 years old.

“Brute animals are the most healthy, and they are exposed to all weather, and of men, those are healthiest who are the most exposed.”
― Thomas Jefferson

Example

There are only 2 companies in the world
Company A & Company B
The fair value of both companies is 100
Company A trades at 250 and company B at 50.
In the SPX company A has a weight of 250/300 =83% and company B 50/300 17%

World normalizes and company A and B return to their fair value of 100

Company A has a return of -150/250=-60%
Company B has a return of +100%

equal weight gains at market weight , equal weight gains at SPX

When there are a lot of flows into indexing it's possible that company A gets even more overvalued than company B. YES it is happening now and it happen in 1999.

how to solve this problem?

We have a system than gives Risk parity weights and that mitigates this problem.

contact us if you want to know more

Geral@lisbonfamilyoffice.pt

500 million transactions errors Zero !

You Will Not Grow Until You Learn to Tolerate Discomfort

The Comfortable Life is Killing you

What is this Blog About?

Robert Frost

All time low !

My dog is never sick

How to beat the SPX

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