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Monday, July 12, 2021

Irrelevance

I have often found solace in physics. 

Is it the observer that exists, or is it the observed?

How big is the earth relative to the time/size of the universe? 

And how tiny can things get?

And in that mix, we have us - trying to watch random price movements of a few securities of a few companies which are mythical beings which provide 'stuff' to customers and make some mythical money , which we believe belongs to us.

And all this while we are busy decaying and going back into the universe, and our minds can only fathom these smallest of time increments and futures and pasts; our brains plague us with thoughts and visions of things which are not there and futures which may never happen and emotions which were never emoted.

When we say that it is our duty to 'do', I believe we are just 'going along with it...'; but what choice do we have? Except for the end game, there is no other way but to 'do'.

And this deed is what we have the option of choosing, along with how to fulfill it.

And so I say, that investing is a means of entertainment and enrichment - and in that lies my north star. If I could shed my greed and envy and fear, I might just enjoy all this a lot more.

A few more decades to go - hope I play towards it.


Meanwhile, the everything bubble is real. And we just keep dancing along.

The coin mania, SPAC mania, EV and tech and 'no capital' mania will fade - history has proven it. 

But this should be very interesting indeed. 

Lets see how these Indian companies fare.


Notes: RE, Chemicals, Financials and Indian consumption.

 


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