|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|

Thoughts about the markets, automated trading algorithms, artificial intelligence, and lots of other stuff
Markets can remain irrational longer than you can bet against them. The trend is your friend. Remember, a trend is a trend … until it's not.

In many senses time is relative.
You don't have to be a rocket scientist to understand this quote from Einstein.
"When you are courting a nice girl, an hour seems like a second. When you sit on a red-hot cinder, a second seems like an hour. That's relativity."
It is about more than perception.
Here is something that highlights the relative value of time.
The Value Of Time:
Time waits for no one. So it is important to remember to make the best use of the time you have.
That Doesn't Mean Time Is Scarce Or Has To Be A Constraint:
Time is often thought of as a constraint or a scarce resource. There are lots of phrases that highlight this type of thinking. For example: I don't have enough time; I'm running late; I'm up against a deadline; There are only 24-hours in a day; or, I’m going as fast as I can. As you might guess, that list goes on further. Yet, time does not have to be that way … it can be a tool instead.
So, I started to think about how I used time.
Was I making the most of it … or taking it for granted? It didn’t take much introspection to notice a few of the ruts I fell into. I'm going to talk about one of them, here, because a small shift can have a massive impact.
To start, let's talk about pace.
A Change of Pace:
When I jog, the beginning and the end are the hardest for me. Yet, after I find that initial pace and I settle into a comfortable rhythm, the majority of the run is relatively painless. My mind and body switch to a nearly automatic mode and I have time to think about many things.
Work is similar in many respects. Once a team gets into a rhythm, work and progress are somewhat automatic. Breaking inertia is a challenge; but, people recognize that it's a challenge. The more insidious problem is to fail to recognize that the work rhythm that's comfortable, and which produces progress, is still a rut. It doesn't stretch and challenge the team to strive for more. Yet, this stretching is what drives innovation. It's the thought we haven't had yet … and a new perspective that changes everything.
Changing your pace can be an incredible catalyst to make that happen for you. For example, imagine that we put together a new portfolio in two weeks, on a wholly new tech platform, with new markets, and using new techniques. Then we tested, re-balanced and rebuilt that portfolio in one week. What we did, or the time in which we did it, wasn’t important. The important part is that it caused the team to work at a radically different pace than before. It was a sprint.
Moreover, this sprint caused us to re-think what we do, and more importantly, how we do it. Many of the innovations and new distinctions that we discovered through this process will work their way into other areas of our work (and will act as a catalyst for us to re-evaluate the way we do things).
A Challenge For You:
I challenge you to consciously change the pace of something that you are already comfortable doing a certain way. The pace can be faster, or the pace can be slower … it doesn't matter. Then notice what comes up for you, and what new opportunities and possibilities you discover.
Time is a valuable resource. Take this opportunity to re-examine how you can best view and use time to make the most of it.
I met Jennifer in April of 2004. We got married in January of 2008. We celebrated our 10th Wedding Anniversary this week.
Wow, how time flies!
On one hand, it seems like just yesterday. On the other hand, portions of that decade seemed to take forever.
As an entrepreneur, I live in a weird "tense". For me, the future and present are often blended. Meaning, I imagine the future I want – and then I find the path to create (or manifest) that destiny. Not surprisingly, some of the things that were easy to imagine were hard to bring into reality (in a reproducible, efficient, and effective manner or process) … And these things seem to take forever.
Other things (like relationships or the growth and maturation of my kids) seemed to happen in the blink of an eye.
I am consciously trying to be more mindful and grateful for the progress (and even the minor moments, wins, or curiosities) before me. The truth is that if you fail to notice them, you don't experience them.
Here is to experiencing all that you need or want … and I hope the rest serves as raw material, learning, or fuel to get you there faster.
Onwards!
Recently, Apple was caught slowing down old iPhones (supposedly, to preserve battery life), and now faces at least 12 class action lawsuits because of it.
via The Oatmeal
Here's a related graph of search trends in relation to new iPhone releases. Assume there's a Placebo Effect and confounding variables … it's still an interesting chart.
DataIsBeautiful via Reddit
Here are some of the posts that caught my eye recently. Hope you find something interesting.
There's always an opportunity in the market; some are short-term speculation, others are long-term regime shifts … things that terraform industries and change our world.
I'm excited about 2018. Several new technologies have the opportunity to be game changers. So do several companies.
To put the current state of IPOs in perspective, Way back in 1996 there were 706 initial public offerings, fast forward to 2016 and there were only 105 IPOs. 2017 showed an almost 50% increase, which is great (except when you compare it to what was).
Here's a look back at some of the opportunities from years gone by. Click to see a bigger picture.
via RCM Alternatives
Twitter has struggled to monetize, despite being used by millions of people (including Donald Trump).
Any predictions for 2018?
Happy New Year!
Many of you have been planning and goal setting for 2018. If you're like me, you may feel like a bobblehead from time-to-time.
There's a difference between planning for what you know you can accomplish versus shooting for what you really want.
Here's a picture of one of my holiday gifts (from my younger son, Zach).

I thought they did a pretty good job. It was created using pictures from four different angles.
Pretty clever!

Here are some of the posts that caught my eye recently. Hope you find something interesting.