Monday, January 6, 2014

Monday, January 06, 2014 Zeb’s Essay


General Information and Analysis


William Shakespeare: "Come, gentlemen, I hope we shall drink down all unkindness."

Zeb's comment:  This is fine sentiment, and I wish we would practice more kindness.  Investment Banks have no "kindness" toward humanity. Individuals (rare they may be) in investment banks may show kindness, but not in my experience of 20 years working for them directly. The banks certainly have no kindness intended to any of their competitors (you if you are an investor). 

Worse, the sitcoms and soap-operas show very little kindness shown to each other.   I was watching Dr. Robert Sapolsky's talk at California Academy of Science last night.  https://www.youtube.com/watch?v=YWZAL64E0DI  (Excellent presentation on his research into primates and human neurology.  I highly recommend the presentation).  On empathy and sympathy, Dr. Sapolsky made an observation on Chimpanzees.  They show empathy and kindness, and while they also show the ability to attack those outside their social group, they show more empathy and kindness (through grooming) than humans do to victims of violent crimes.

Once in a while on TV while watching NFL Football, you will observe that even football players show empathy and support for a fallen warrior (from both sides).  Given, that is a good thing (I think), most of the games are "chippy", where if the violence was enough in the game, the players create their own violence against the opposition - hoping sometimes, I think, to get a star player thrown out or worse hurt badly through illegal play. 

Generally, kindness seems to be a lost act.  Would you like your day to be better and less stressful?  Practice kindness on your enemy (or enemies).  Of course, in the heat of battle, you won't do so, but I will continue to practice every morning and every moment I think about it Kindness.

Thanks Shakespeare...
 

What Can I Share with you, That Would Make a Difference?

 
Every morning I think how I might share with the world (and people I love specifically) the little I know that may improve their financial life.  In years past, I published in magazines and technical research articles, ideas on how to improve computer engineering, computer science, and information systems architecture.  Those efforts were aimed at a very limited subset of human beings. 
Near the end of my career in Computers, I took graduate classes in Economics, in order to expand my horizon.  I had a boss (a PhD in Mathematics) who listened to me and shared a kindness.  He explained that I was never going get a PhD in economics, and that I should focus on information systems, investments and computer architecture that supported on-line real time event processing.  Did you ever get kicked in the gut? 
From that experience, I learned to look for kindness everywhere, and through the effort of finding it, I learned to try (very hard) to practice kindness in all areas of life. 
I share with you every morning my distillation of short-term market direction.  I also suggest every morning that prices on a daily basis are pretty much random.  Maybe I'm not so clear in informing you that there are trends in every asset class (including stocks) over the long term (even short term if you are very disciplined and QUICK).  Those trends are the only way your asset can appreciate? 
Assertion: You must have 3 things to increase your capital: 1. Volatility, 2. Trend 3. (most importantly) an investment plan.
Assertion: Very few people have the discipline over many years to manage their 401K, IRA, and other retirement investment accounts.
I share this because it took 50 years of learning how to invest so that I would have a retirement account.  I made many mistakes - and possibly the most important of those mistakes (not the big losses) were an accumulation of small mistakes - not large mistakes.  Most of my mistakes are now well documented in Behavioral Finance and Behavioral Economics.
So I dedicated my life to helping the young people that could be helped.  Sadly, most cannot hear, cannot see, and cannot internalize the things that would make them be able to manage their lives and finances so that they would not have to depend on the USA government (or France, or Labor Unions and especially not on investment advisors) to make their retirement comfortable. 
Personal Finance (as far as I can determine) is a work of a lifetime.  The situations world-wide change (politically, resource allocation, war, and so-on) constantly, and the asset markets seem pretty chaotic in response. 
Yet, every person whose mind has not been damaged by disease (including very old age) can learn to invest in assets such that it takes little time from their daily living, and minimizes risk to their capital.  Then why are there not more successful retail investors?
I believe the reader of this essay, would find a good deal of the reasons in Behavioral Economics.  It is all the conflicting human emotions that cause them problems.
Wow... for example, the stock market skyrocketed in 2013, but all that political stuff in Congress and the White House kept us from investing.  One of the best books I've ever read was the "The Black Swan".  http://www.amazon.com/Black-Swan-Improbable-Robustness-Fragility/dp/081297381X/ref=sr_1_1?s=books&ie=UTF8&qid=1389024287&sr=1-1&keywords=black+swan  Why that book?  Because it deals with investment risk, and cautions the reader (over and over) in not to listen to the news.  It also offers tools to navigate and exploit a world fraught with an increase in violent Black Swan events. 
None-the-less, for those that are just getting started with a new year goal of investing with discipline, they should start with the basics.  The best book I ever found (and I read many beginner guides) is "The Richest Man in Babylon" by George S. Clason.  The book is for beginners, but few even of the wisest men follow the advice completely, because it takes a life time to overcome our natural inclinations (or so I believe that is the reason).
 
 

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