Stimulation theory, as you coined it, has been something that's (probably to my financial detriment) put me off of "information processing pipelines" completely. It's maddening to spend more than fifteen minutes online - especially if you allow the algorithm to make a single decision on what you see - without a highly curated pipeline.
I hope to see a post elaborating on your question "how do we scale information processing pipelines to make informed decisions without having to engage with toxic flow..." In the meantime I'll catch up on the posts of yours that I've missed, stick to books, and my journal.
Also: post a pic of your sticks! I need to see what nine months of Ven gearheading looks like.
Yep, that’s essentially where I exhausted myself. I tirelessly label my algo feed, and it was just making me miserable seeing the same nonsense proliferate. There’s actually just nothing good on the internet!
Will definitely be writing about that, and golf - will post everything after, lol
It's funny you use the Fed example, bc it's my textbook example of "absolutely useless to listen to". Even though they tell you how the market moves, to some extent, it's such noncommittal slop and there's an entire cottage industry "deciphering" it. It's basically Taylor Swift album Easter eggs for financial analysts.
I think knowing when to look away and move on is almost a direct function of trading experience. I always like using the GTA V stock market example - where the headlines are generated and you can guess the moves, or you can influence the market by (in that case) completing a mission bombing an event or whatever. Truthfully, "real" market headlines are no different. What you see in your apple stocks app is autogenerated post hoc rationalizations. The fundamental investment/allocation process still works if you completely ignore the real time, but you need to understand the real time to be able to stick it out.
This divide is too much to straddle for an individual who makes long term investments, trades short term, and never trades "against" myself (mathematically.) While a traditional firm would hire analysts as a safety valve against unexpected market turbulence, it's the exact correct time to automate the narrative synthesis portion of being alert. Markets are a simulation of reality, the next step up is seeing if the system that translates reality to markets is also interpretable as reliably, which isn't a trading question.
Stimulation theory, as you coined it, has been something that's (probably to my financial detriment) put me off of "information processing pipelines" completely. It's maddening to spend more than fifteen minutes online - especially if you allow the algorithm to make a single decision on what you see - without a highly curated pipeline.
I hope to see a post elaborating on your question "how do we scale information processing pipelines to make informed decisions without having to engage with toxic flow..." In the meantime I'll catch up on the posts of yours that I've missed, stick to books, and my journal.
Also: post a pic of your sticks! I need to see what nine months of Ven gearheading looks like.
Yep, that’s essentially where I exhausted myself. I tirelessly label my algo feed, and it was just making me miserable seeing the same nonsense proliferate. There’s actually just nothing good on the internet!
Will definitely be writing about that, and golf - will post everything after, lol
Respect it, man. Takes some serious self-awareness to pivot like this
Engagement > Everything else, is what runs our society
🙏🏽
It's funny you use the Fed example, bc it's my textbook example of "absolutely useless to listen to". Even though they tell you how the market moves, to some extent, it's such noncommittal slop and there's an entire cottage industry "deciphering" it. It's basically Taylor Swift album Easter eggs for financial analysts.
I think knowing when to look away and move on is almost a direct function of trading experience. I always like using the GTA V stock market example - where the headlines are generated and you can guess the moves, or you can influence the market by (in that case) completing a mission bombing an event or whatever. Truthfully, "real" market headlines are no different. What you see in your apple stocks app is autogenerated post hoc rationalizations. The fundamental investment/allocation process still works if you completely ignore the real time, but you need to understand the real time to be able to stick it out.
This divide is too much to straddle for an individual who makes long term investments, trades short term, and never trades "against" myself (mathematically.) While a traditional firm would hire analysts as a safety valve against unexpected market turbulence, it's the exact correct time to automate the narrative synthesis portion of being alert. Markets are a simulation of reality, the next step up is seeing if the system that translates reality to markets is also interpretable as reliably, which isn't a trading question.