If your position doesn't change your life, don't compare me to you nigga.
You had an opinion.
I had a position.
If I'm wrong I have less money.
Then no money.
Then I need a job.
Then eight hours of my day belongs to somebody else.
If I'm right I can do whatever I want.
The denomination is worthless.
You see $100,000.
I see time.
Another month.
Another attempt.
Another day to play on the computer.
We are not counting the same thing.
I don't think people understand that I am actually willing to die on the position.
Not internet die.
Not:
I WILL DEFEND THIS TAKE.
I mean if I am wrong the mission gets smaller.
That is what wrong means to me.
If I am right the mission gets bigger.
More room.
More time to make things.
More cool clothes.
More ability to say no.
More of my life belongs to me.
This is not portfolio optimization.
I am funding my own personal holy war.
So don't compare me to the guy trying to turn 8% into 11% so he can put a down payment on a house in four years.
I don't care.
Get bulldozed faggot. Crusade time!
You and I are not doing the same activity.
You want more money because more money is better than less money.
Much wow.
I want more money because money buys territory.
Time.
Autonomy.
Another day where I get to decide what the fuck I'm doing.
So when I take some insane position and somebody goes:
THAT'S TOO RISKY.
Risky compared to what?
Your life?
Probably.
You don't have a mission.
Don't have an opinion about an asset class?
Play it safe.
You will be converted.
I am trying to make dents in the world around me.
If I'm wrong I get fucking annihilated and go fill out an application.
Whatever.
There is the settlement.
At least I know.
That's why I don't care about the guy who was "right" with 3% of his portfolio.
Congratulations.
You can be directionally correct.
I cannot.
I need the thing to actually happen.
At approximately the right time.
While I am still there.
With enough exposure that being right changes something.
Otherwise who gives a fuck.
I don't want to tell somebody five years later:
SEE I KNEW IT.
I don't want to explain anything to anybody personally.
Probably a waste of time.
I want the knowledge to have altered the trajectory of my life.
That's the entire point.
Being right is not part of my personality.
Being right is supposed to purchase something.
Another piece of the mission.
Another piece of my own time.
And if I'm wrong?
Cool.
McDonald's is hiring.
Dishes need washing.
That's what makes the bet real.
Don't compare me to the guy with a steady income.
He wants to win.
I need winning to do something.