pepperanalysis

[pepperanalysis]

Hell has no books

Hear ye

Here ye

Today is a new day

this I have said

when close to the bay

but today matters

I know this to be true

there are so many ladders

and I must choose

If not

they will fall

like dominoes

and be left to crawl

to look above

so much knowledge within the books

I am no dove

I can only climb

stuck on the ground

I guess I will dine

what is there left to do

but to think and rhyme

I suppose this is hell

oh well

I’ll set up camp

take a seat

turn on a lamp

kick up my feet

pull out a pen

and just let it bleed

[pepperanalysis]

The Martyr

Forced to act without knowing

Forced to action

Forced

From something above

Something below

Some other thing

I’m about to implode

Decay

Die

I was on the death ride

The death cab

Death was driving

I was observing

I’m not great

I’m not special

I am

I am here

Where to steer

No where to go

Only up or down

Or no where

No where to run

No where to hide

The devil is here

He always was

He always will be

He has shown himself in the cruelest of ways

I can’t control

I don’t control

We never do

We can only accept and improve

Learn and grow

I am sinking

Not only in the mind

But now the body

What I say is what I feel not for others but from within

I cannot continue this sham

This lie

This mask

This self

This isn’t me

This

No more

This denial

This horror

This destruction of body

Let me recover

Let me live

I was given this body

And this is what I did

Would I want the same for others

Would I be happy

Be proud to see what I have done

Why

Why

Why

I have reasons

Why is that so wrong

This isn’t my body

This isn’t my world

I am only here

To experience and improve

Self deception

Everyone sees

Who I am

What I’ve done

Had no fun

Had no laughs

It is I who has destroyed

This sacred body

I am sorry

Help now

I will follow you

I will assist you

I will surrender

I need nothing

I demand nothing

I fear death

Yes

I feel nothing

I reject all

Bring back my senses

This is hell

To ask and take

But not give

Is that so much to ask

To give a piece of yourself

A piece of me

There isn’t much left

If you want to live

There needs to be a connection left

Without the connection there is no thing

Create in order to live

If you want to live

You must survive

This is your purpose

To create

To make

[pepperanalysis]

The Death

Stress

What is stressing me out

All the signs are there

- [ ] Lying

- [ ] Deceiving

- [ ] Waste

- [ ] Dishonesty

- [ ] Pressure - Self induced

- [ ] Failure

- [ ] Lack of sleep

- [ ] Criticism - Self induced

- [ ] Expectations of self

- [ ] Demands

- [ ] Guilt

- [ ] Embarrassment

- [ ] Anxiety - Self induced

- [ ] Me

- [ ] Time

- [ ] Hate

Ok. I get it. Enough is enough. If I know it isn’t good to do. Why am I doing it?

Self destruction. I must surrender my soul. Surrender my self. Every action returns to its origin. The organ. I took away years from my life. Was it worth it? Is it worth it? And I continue. Despite all of the signs. I failed. I just wanted to be some one. I wanted to be myself. To write. To sleep. The devil is in the details. I have the details. I know the details. I know the truth. I’m sorry. The lesson of cheating. Of stealing. It is a moral lesson. It is a natural lesson. I pray for forgiveness. I can change. I will change. The demons inside of me are of my own doing. To know you are doing wrong and to continue.

I’m sorry body. This is rock bottom. I have become the modern man. The lost man. The man boy. The boy man. The bot. A body. With no soul

I ask you God. I ask you soul. Where am I to go? Where am I supposed to be?

Does this feel right? Am I right? Am I wrong?

I know

I an sick

I am afraid

I pray it isn’t too late

No more

I’m sorry to all

Was it worth it?

What’s the point

Who knows

Not I

My functions have diminished

My abilities stunted

Is it them is it me?

It’s me

I’m sick and I al ashamed

I only wanted to better myself

To achieve a new level

I wanted to be higher

I wanted to be free

I wanted to be something

In the end I lost control

I lost myself

I no longer control this body

I am possessed

Controlled by evil forces

If I recognize this. There may still be a chance for redemption

To prove to others

To prove to myself of my worth

My value

I am valuable

This sickness is in the mind

I have lost my cognitive abilities

I have lost the connection

Is there still light

Is there still more

It requires a change

The change must come from within

Aggression

Avoidance

Unresponsive

Catatonic

No one will save you

Only you can save yourself

Falling off the deep end

I already fell

But I must have survived

If I can still tell the tale

If can retrace my steps and relive

Relive the past to find room for growth

Something I missed

Something I am missing

It’s not too late

So I think

If I were to die today

What would I say

I’m sorry

I didn’t want to accept

I didn’t want to take responsibility

I was afraid

I am afraid

I fear I went too far

I went too long

It’s too far gone

I want to take it back

But I can’t

I wasn’t ready

Is anyone?

Are we all not forced to do

Forced to act without knowing

Forced to action

Forced

[pepperanalysis]

Resistance cannot be seen, touched, heard, or smelled. But it can be felt. We experience it as an energy field radiating from a work-in-potential... Its aim is to shove us away, distract us, prevent us from doing our work.

Steven Pressfield

[pepperanalysis]

Pablo Picasso

I don’t believe in accidents. There are only encounters in history. There are no accidents.

Painting is a blind man’s profession. He paints not what he sees, but what he feels, what he tells himself about what he has seen

What one does is what counts and not what one had the intention of doing.

I am always doing that which I cannot do, in order that I may learn how to do it.

Love is the greatest refreshment in life.

There are only two types of women – goddesses and doormats.

Painting is just another way of keeping a diary.

Some painters transform the sun into a yellow spot, others transform a yellow spot into the sun.

The artist is a receptacle for emotions that come from all over the place: from the sky, from the earth, from a scrap of paper, from a passing shape, from a spider’s web.

Action is the foundational key to all success.

It takes a long time to become young

Ah, good taste! What a dreadful thing! Taste is the enemy of creativeness.

Only put off until tomorrow what you are willing to die having left undone

The chief enemy of creativity is good sense

Learn the rules like a pro, so you can break them like an artist.

I do not seek. I find

An idea is a point of departure and no more. As soon as you elaborate it, it becomes transformed by thought.

Art is not the application of a canon of beauty but what the instinct and the brain can conceive beyond any canon. When we love a woman we don’t start measuring her limbs

Colors, like features, follow the changes of the emotions

He can who thinks he can, and he can’t who thinks he can’t. This is an inexorable, indisputable law

What one does is what counts and not what one had the intention of doing.

I am always doing that which I cannot do, in order that I may learn how to do it.

[pepperanalysis]

Pablo Picasso

Deconstruct forms and take them beyond reality

Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.

It is your work in life that is the ultimate seduction

Everything you can imagine is real.

Art is the elimination of the unnecessary.

Action is the foundational key to all success

He can who thinks he can, and he can’t who thinks he can't. This is an inexorable, indisputable law.

There is no abstract art. You must always start with something. Afterward you can remove all traces of reality

Art is a lie that makes us realize the truth

[pepperanalysis]

“…the samurai ethic is a political science of the heart, designed to control such discouragement and fatigue in order to avoid showing them to others. It was thought more important to look healthy than to be healthy, and more important to seem bold and daring than to be so. This view of morality, since it is physiologically based on the special vanity peculiar to men, is perhaps the supreme male view of morality.”

Yukio Mishima

“A man is one whose body has been trained to be the ready servant of his mind; whose passions are trained to be the servants of his will; who enjoys the beautiful, loves truth, hates wrong, loves to do good, and respects others as himself.”

John Ruskin

“A man should be able to hear, and to bear, the worst that could be said of him.”

Saul Bellow

“There are two questions a man must ask himself: The first is ‘Where am I going?’ and the second is ‘Who will go with me?’ If you ever get these questions in the wrong order you are in trouble.”

Sam Keen

“Adversity toughens manhood, and the characteristic of the good or the great man is not that he has been exempt from the evils of life, but that he has surmounted them.”

Patrick Henry

What are my current evils of life? Are my struggles real?

“Men of ideas and men of action have much to learn from each other, and the truly great, are men of both action and abstraction.” –Jack Donovan

“[the difference between the old and the new education being] in a word, the old was a kind of propagation—men transmitting manhood to men; the new is merely propaganda.”

C.S. Lewis

“Life is too short to be little. Man is never so manly as when he feels deeply, acts boldly, and expresses himself with frankness and with fervor.”

Benjamin Disraeli

“The man who is deserving the name is the one whose thoughts and exertions are for others rather than for himself.”

Walter Scott

“Life is a storm, my young friend. You will bask in the sunlight one moment, be shattered on the rocks the next. What makes you a man is what you do when that storm comes. You must look into that storm and shout as you did in Rome. Do your worst, for I will do mine!”

The Count of Monte Cristo

“The Strength of a man’s virtue should not be measured by his special exertions but by his habitual acts.”

Blaise Pascal

“The True Gentleman is the man whose conduct proceeds from good will and an acute sense of propriety, and whose self-control is equal to all emergencies; who does not make the poor man conscious of his poverty, the obscure man of his obscurity, or any man of his inferiority or deformity; who is himself humbled if necessity compels him to humble another; who does not flatter wealth, cringe before power, or boast of his own possessions or achievements; who speaks with frankness but always with sincerity and sympathy; whose deed follows his word; who thinks of the rights and feelings of others, rather than his own; and who appears well in any company, a man with whom honor is sacred and virtue safe.”

John Walter Wayland

[pepperanalysis]

Writing Tips

Henry Miller (from Henry Miller on Writing)

1. Work on one thing at a time until finished. 3. Don’t be nervous. Work calmly, joyously, recklessly on whatever is in hand. 4. Work according to the program and not according to mood. Stop at the appointed time! 5. When you can’t create you can work. 6. Cement a little every day, rather than add new fertilizers. 7. Keep human! See people; go places, drink if you feel like it. 8. Don’t be a draught-horse! Work with pleasure only. 9. Discard the Program when you feel like it–but go back to it the next day. Concentrate. Narrow down. Exclude. 10. Forget the books you want to write. Think only of the book you are writing. 11. Write first and always. Painting, music, friends, cinema, all these come afterwards.

George Orwell (From Why I Write)

1. Never use a metaphor, simile, or other figure of speech which you are used to seeing in print. 2. Never use a long word where a short one will do. 3. If it is possible to cut a word out, always cut it out. 4. Never use the passive where you can use the active. 5. Never use a foreign phrase, a scientific word, or a jargon word if you can think of an everyday English equivalent.

Margaret Atwood (originally appeared in The Guardian)

3. Take something to write on. Paper is good. In a pinch, pieces of wood or your arm will do. 5. Do back exercises. Pain is distracting. 6. Hold the reader's attention. (This is likely to work better if you can hold your own.) But you don't know who the reader is, so it's like shooting fish with a slingshot in the dark. What ­fascinates A will bore the pants off B. 7. You most likely need a thesaurus, a rudimentary grammar book, and a grip on reality. This latter means: there's no free lunch. Writing is work. It's also gambling. You don't get a pension plan. Other people can help you a bit, but ­essentially you're on your own. ­Nobody is making you do this: you chose it, so don't whine. 8. You can never read your own book with the innocent anticipation that comes with that first delicious page of a new book, because you wrote the thing. You've been backstage. You've seen how the rabbits were smuggled into the hat. Therefore ask a reading friend or two to look at it before you give it to anyone in the publishing business. This friend should not be someone with whom you have a ­romantic relationship, unless you want to break up. 9. Don't sit down in the middle of the woods. If you're lost in the plot or blocked, retrace your steps to where you went wrong. Then take the other road. And/or change the person. Change the tense. Change the opening page. 10. Prayer might work. Or reading ­something else. Or a constant visual­isation of the holy grail that is the finished, published version of your resplendent book.

Neil Gaiman

1. Write. 2. Put one word after another. Find the right word, put it down. 3. Finish what you're writing. Whatever you have to do to finish it, finish it. 4. Put it aside. Read it pretending you've never read it before. Show it to friends whose opinion you respect and who like the kind of thing that this is. 5. Remember: when people tell you something's wrong or doesn't work for them, they are almost always right. When they tell you exactly what they think is wrong and how to fix it, they are almost always wrong. 6. Fix it. Remember that, sooner or later, before it ever reaches perfection, you will have to let it go and move on and start to write the next thing. Perfection is like chasing the horizon. Keep moving. 7. Laugh at your own jokes. 8. The main rule of writing is that if you do it with enough assurance and confidence, you're allowed to do whatever you like. (That may be a rule for life as well as for writing. But it's definitely true for writing.) So write your story as it needs to be written. Write it ­honestly, and tell it as best you can. I'm not sure that there are any other rules. Not ones that matter.

William Safire (the author of the New York Times Magazine column "On Language")

1. Remember to never split an infinitive. 2. The passive voice should never be used. 3. Do not put statements in the negative form. 4. Verbs have to agree with their subjects. 5. Proofread carefully to see if you words out. 6. If you reread your work, you can find on rereading a great deal of repetition can be by rereading and editing. 7. A writer must not shift your point of view. 8. And don't start a sentence with a conjunction. (Remember, too, a preposition is a terrible word to end a sentence with.) 9. Don't overuse exclamation marks!! 10. Place pronouns as close as possible, especially in long sentences, as of 10 or more words, to their antecedents. 11. Writing carefully, dangling participles must be avoided. 12. If any word is improper at the end of a sentence, a linking verb is. 13. Take the bull by the hand and avoid mixing metaphors. 14. Avoid trendy locutions that sound flaky. 15. Everyone should be careful to use a singular pronoun with singular nouns in their writing. 16. Always pick on the correct idiom. 17. The adverb always follows the verb. 18. Last but not least, avoid cliches like the plague; seek viable alternatives.

[pepperanalysis]

Risk and Reward

Insider Pump and Dump

Market maker can see stop losses

Green to red during the day is bad - Bad momentum swing

FIND BREAKOUT

Penny Stocks - Small investors and traders

Time expectations - Breakout/ breakdown to happen that day or next day

Buy quality. Bet against Pump and Dumps

When analysts and press upgrade stocks, stock will likely rise. These reports are delayed.

Traders filled with introverts and weirdos

Low float/ Low market - Can become explosive

[pepperanalysis]

Learned Analysis

- Articles > Business reports

- Media > Business

- Shorts want to sleep over weekend. Do not want to hold a stock overnight

- Popularity > Quality

- Penny Stocks are Pump and Dump

- Time of Day

- Morning - Most Active

- Shorting Morning Spikes

- Not married to a stock

- Understand Catalyst (Seasons, Hedge-funds, Volume, etc.)

- Spike on Day 1 ---> Spike on Day 2 Morning and Fizzle End of Day

- Buy Friday morning spikes

- Retired trader mentality

- Breakouts from former highs, eventually fails over next few days

- Breakout (News, Earnings Report)

- Buy initial breakout or breakout when it holds and confirmed

- Times to short

- SHORTING - 99% of world like to buy rather than sell

- Easy for small companies (7 million) to triple in value (20 million) after good earnings report or good news

- How are gains held after initial spike? If well, buy at end of day and test for next day with short sell little below buy price

- Current pattern - Traders looking for what’s HOT at start of the market. Take advantage of this, after a previous day breakout, second day increase has a high probability. 

- If there is not an uptrend before a huge increase, the price will breakout and immediately drop because of too huge of an increase

- BREAKOUT 

NO NEWS BREAKOUT- SUCCESSFUL BREAKOUT 

NEWS - UNSUCCESSFUL BREAKOUT

BUY AT END OF CLOSE IF SPIKE HOLDS THROUGHOUT DAY (LOT OF POTENTIAL OVERNIGHT) - WHICH SETUPS HAVE LEGS OR ABILITY TO REACH MORE BUYERS?

- Penny stocks - Do not buy on dips - Most companies fail - Buy breakouts

- No news breakout - Go with trend - Piggyback - Most people believe manipulation

- Hot plays of day have huge potential (LOW FLOAT - LOW MARKET)

- Do not like trading mid-day

- Pre-market - Uptrend good sign

Source:

Trader Checklist – Part 3 (Timothy Sykes)

[pepperanalysis]

SYKES SLIDING SCALE (SSS)

P (1-20)

Pattern/ Price

R (1-20)

Risk/ Rewards ratio

E (1-10)

Ease of entry/ exit

P (1-10)

Past performance/ History of spiking big

A (1-20)

At what time of day is it? What’s your personal schedule?

R (1-10)

Reason/ Catalyst

E (1-10)

Market environment

[pepperanalysis]

CANSLIM Approach

C

Current quarterly earnings per share has big spike over past year

A

Annual earnings increase over the past few years

N

New products, management, or highs for the stock

S

Small supply of stock/ great demand

L

Leader stocks not laggard stocks in an industry

I

Institutions are invested in the company

M

Market overall direction

[pepperanalysis]

The internet of things

-CREATING COMPANIES

On average, more companies are founded by people over 55 than under 35 years old. And the latest data show that Millennials are creating companies at half the rate that Boomers did at the same age.

-ZERO ENERGY FOR OPERATION

The relentless and near magical reduction in energy needed to perform a logic operation as well as the energy required to transmit data on networks has been the central defining feature that enabled – and continues to enable – the modern computer and communications revolutions.

In our universe, the physics of objects and atoms doesn’t permit billion-fold gains in efficiencies. Only in the physics of information is that possible, and that’s what has generated the commensurate revolutions.

VALUE COMES FROM SERVICES

-90% of them offer not new hardware but new kinds of financial, health, and social services possible only because of now ubiquitous broadband wireless networks.

In communications theory and economic practice it is the number of connections on a network that is the core determinant of impact.

EXPANSION OF NETWORKS

-As networks expand we can expect the trajectory to be the same as in each previous expansion. First comes the enabling new class of electronic components, then the transformation and expansion of infrastructures, and then collaterally we see existing and entirely new businesses capitalize on the associated opportunities, services and new modalities of operating.

Source:

http://www.forbes.com/sites/markpmills/2016/09/28/the-internet-of-things-wont-be-big-itll-be-huge/2/#2fb70cd26201

[pepperanalysis]

[pepperanalysis]

Startup VISION

-Simple clear task

-We have lost appreciation for the simple fact that it takes (what seems like a lifetime of) agony, sacrifice and ingenuity to build something of lasting value. 

-Success by helping others succeed

-Skepticism is a natural byproduct of watching an industry chase pennies

-Fed up with the industry’s practices

-Find a simple way 

-Allow others to play around and build

-Making processes easy and simple for others

-Automation

-Allows others to focus available resources on end product not drudgery 

-Values that add up to creating the best experience – whether it is for customers or for the employees

-Become a foundation for others

-Become the building block

-There are no instructions. Just start, figure the rest of it out, learn and improve

[pepperanalysis]

Tech IPOs

1. Tech IPOs

-Revenue growth

-Margin expansion – can the company demonstrate a path to profitability?

-Pedigree of Venture Capital investors and Bankers

-The lock-up. In the first 180 days of a company being public, 70-80% of shares outstanding restricted from trading. The “float” actually only 20-30% of the full share count. High VOLATILITY for the first 6 months of trading

-Private market vs. Retail Investors

Essentially, a handful of institutions are now providing capital to these tech companies, rather than the public markets. And that’s impacting the portfolios of retail investors that no longer can participate in this upside.

-IPO valuation

When the final price comes out (for an IPO), I look at the implied valuation. And then I look at a few metrics that, in the tech sector, are typically used to compare companies vs each other. Some of those include: – Enterprise Value as a multiple of annual revenue – Revenue growth (annually) – Profit Margin – Enterprise Value as a multiple of EBITDA (if the company’s earnings are positive!)

Source:

http://blog.stocktwits.com/heres-what-you-need-to-know-about-ipos/