Generational Dynamics Forum - New Site

aeden wrote: Selling into the maelstrom.
Added to book four.

That requires an increasing rate of stripping from a smaller base. Good point to work forward H.

A turn down from here wouldn't surprise me either.

I was discussing Tesla. And I asked which stock does that remind you of? My answer was Yahoo stock in the year 2000. But I said here's what I think could be different in terms of market behavior. This goes with the concept of "all one market". And my thought was maybe when Tesla makes an attempt to rebound and puts in a lower high, that will top the Nasdaq 100. That brings up the question of whether we can get longer time frame divergences. Well, I think in your pointing back to that 2012 conversation the answer might be no, any divergences will be very short term.

https://www.advisorperspectives.com/dsh ... nuary-2020
Last month stands alone as the highest Crestmont PE ever recorded. And the market has gone up quite a bit since January ended.

https://www.advisorperspectives.com/dsh ... erformance
And as John pointed out recently, the regression line should be balanced in terms of including equal weights from different parts of the cycles, and it seems this regression line overcompensates for the recent bubble conditions, giving it a greater slope than warranted. This implies the deviation from trend is even greater than noted in the article.

Higgenbotham wrote:https://www.advisorperspectives.com/dsh ... nuary-2020
Last month stands alone as the highest Crestmont PE ever recorded. And the market has gone up quite a bit since January ended.

https://www.advisorperspectives.com/dsh ... erformance
And as John pointed out recently, the regression line should be balanced in terms of including equal weights from different parts of the cycles, and it seems this regression line overcompensates for the recent bubble conditions, giving it a greater slope than warranted. This implies the deviation from trend is even greater than noted in the article.

Thank you for sharing these analyses. The shorting opportunity will come. Don't know the timing but not too long now!

The consensus view discussed trees from the Forest.
The aggregate lessons we learned.
We did not miss out. The labor issue will not be solved IF the
technicians fall like leaves and the import vote idiots get back in control.
They are months behind reality and yes sealed.
As we know early is wrong been modeling sweeps.
This stems from a conversation here and plot time series.

https://www.zerohedge.com/geopolitical/ ... y-vanished

http://gdxforum.com/forum/viewtopic.php ... lex#p49808
We will admonish the gaze bias for now only.
Andropov was correct, and they never will get it.

thread: reflexive

Fri Oct 12, 2018 8:25 pm
I feel this weeks education was the first shock.
"Wednesday’s 3.3% SPX selloff naively represents an 8-standard deviation event, the 5th-largest tail event in the index’s 90-year history."

H is correct until the gap cannot be filled.
Human capital we discussed also.

Open borders does not change the ~97 thinking.

Re-tuned model.
https://www.youtube.com/watch?v=ujPAlm_DHo0

https://dqydj.com/shiller-pe-cape-ratio-calculator/
http://www.cboe.com/vix

book 4 increased

hundreds of passengers off that cruise ship docked in Bayonne let off
https://www.conservativereview.com/news ... -released/

months of a head start

dca oil

aeden wrote:Fri Oct 12, 2018 8:25 pm
I feel this weeks education was the first shock.
"Wednesday’s 3.3% SPX selloff naively represents an 8-standard deviation event, the 5th-largest tail event in the index’s 90-year history."

H is correct until the gap cannot be filled.
Human capital we discussed also.

Open borders does not change the ~97 thinking.

Re-tuned model.
https://www.youtube.com/watch?v=ujPAlm_DHo0

https://dqydj.com/shiller-pe-cape-ratio-calculator/
http://www.cboe.com/vix

book 4 increased
dca oil

Aeden,
You are the most wonderful contributor to this weblog; you are constantly contributing. But Aeden, I am an ignoramus who lives on the southern tip of Africa. Do you think you might be able to phrase your contributions more simply so that an idiot like me can understand you? I would be so very grateful, kind regards, Richard

https://www.udemy.com/course/python-for ... -bootcamp/

Python leads the pack, with 57% of data scientists and machine learning developers using it and 33% prioritising it for development.

Generative adversarial networks (GANs) involve two artificial neural networks squaring off, one,
the generator, trying to delude the other, the discriminator, into accepting synthetic data as real.

ai eating ai

your on your own filter

https://www.zerohedge.com/markets/saxo- ... t-equities

h the bot slayer closes all position in a end of the day sweep.

do that

am buying oil on data scrapes from beta basket

previous context thread Sun Oct 26, 2014 8:12 am: Even if you provide accurate data you will be eaten by that tribe. Simply they are what we discussed as the proverbial fatal deceit as before. Hayek knew this as did Keynes since they only differed on the entry point to sort out needed cartels on what you may remember as the cluster nodes which keep these neo pagans today from eating each other.

The narrative continues as will data fragility.

we did just that using examples from none other than his own regulator - tyler
https://www.zerohedge.com/markets/neel- ... so-here-it

John 8:32 Context -And he that sent me is with me: the Father hath not left me alone; for I do always those things that please him. As he spake these words, many believed on him. Then said Jesus to those Jews which believed on him, If ye continue in my word, then are ye my disciples indeed;

water wheat weather

https://www.youtube.com/watch?v=EupmMLBmIII

thread: 34xx

R my friend your a litmus test to the three trade rule.

If you think large, mid and small cap growth and technology stocks will continue to do well in this market
buy a very modest amount of ASG since I am already gone from the technical and tactical view.
https://www.zerohedge.com/s3/files/inli ... k=xIrVvRiV

on my tactical radar is #$gut and #$asg on sweeps

Sun May 18, 2014 7:07 am
For the most part, the war over the choice of benchmarks is over. We no longer have to suffer the battles between “VWAP monkeys” and “IP propeller heads.”
IP and PWP have both won. We know of no case where the two different measures, applied rigorously, paint a substantially different picture of the relative performance of brokers, trading strategies, algos, or individual traders. (If you know of one, please contact us. Our quants would love to dissect the trades with you.)

It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat. tylers

https://www.youtube.com/watch?v=10miTUnHmwg

https://www.citizenfreepress.com/column ... me-clinic/
Face of the Democrat. February 3, 2020 12:22 am
https://www.nakedcapitalism.com/2019/02 ... aring.html
https://www.wsj.com/articles/biggest-u- ... 1537376027

Abram Hoffer and Humphry Osmond consider the effect to be similar to LSD and mescaline (psychotomimetic, now called psychedelic). According to them, the hallucinogenic effect of Anderochrom could last for weeks or lead to flashbacks and would be accompanied by paranoid-depressive reactions.

gra nada a real rocker

Name: Adrenochrome
CAS#: 54-06-8

https://www.youtube.com/watch?v=gxRq23qVE8A

http://gdxforum.com/forum/viewtopic.php ... 878#p49875
https://www.zerohedge.com/political/rac ... mbles-iowa
https://www.youtube.com/watch?v=sgIfkqSF0Co