Zeb's Hitchhiker's Vue 10/31/2013

I had a good day in the markets today, and I've had a very good month of October.  That is strange to me; indeed it is strange to the universe.  I've lived through a lot of chaos in the markets, and Octobers (remember black Monday 1987) were not very good. 

While I'm very systematic in investments, when I have a very short term trading profit, I believe that Taleb was correct - randomness.  Even long term profits are often random.

I'm out for this month, and have taken my portfolio to all cash.  The markets are still very overbought, and the uncertainty (and the Rand Paul announcement he would fight Janet Yellen is not helping) is rising.

Today in the boring times, I thought about why I write.  Why did I agree to start up the blog again? 

I do not write to sway anyone's opinions anymore; albeit I once thought my writing could make a difference. 

I write to remain with as little sanity as I have.  It keeps me from exploding in rage and despair.  It clears a howling madness that I barely keep at bay. 

For those who care and anyone else who might accidentally come by this, I write to bear witness of what is left of my conscience.  It is only by writing that I attempt to understand the world.  I question my own thoughts and beliefs.  I expand on my comfort zone, and sometimes reach way outside my zone (as I'm doing now). 

If I could learn and expand without writing, I no doubt would.  I've given it up in stretches, but then I receive no feedback from those smarter and more educated than I, I am not blessed.  Then I return, sometimes after some educated banker in NY tweaks my ire. 

And what of those who are less educated than I? 

Then I pray for wisdom, because some of the smartest people I know have little education but a VERY LARGE BUNDLE of COMMON SENSE.  The ability to deal correctly with their lives every day in the circumstance they are in; there goes I if I could - but I can't. 

Every day when I receive responses, I am thankful for what the person shared, even if they disagree (sometimes angrily).  And so I flow and learn, and the more I learn, I find the less I know.