13.9.2025

 早上:

今朝睇左ray dalio 同 steven 的訪問 (diary of CEO)

/5 forces shaping the rise and decline over decades:

-money/debt/economic force

-internal conflict

-external conflict

-climate and disaster change

-technological change


/when we study a country in a micro prospective, compare those 5 five forces 

present situation: who won technology, who won all


/people thinks the future would be slightly modified version of present. But it is not

watch over decades.


/flexibility is the key now

save for rainy days. 

-ability to move to good place rather than bad place.

-build financial strength, save and invest

-have the knowledge to identify whats happening right now


/make work and passion the same thing but dont forget about the money part.

/pain + reflection = progress.


/make decision: write down the principle and backtest it 


夜晚:

泰瑞講出一個概念:

要有多少股tesla 才能財自?in 2030 

if Taiwan: TWD 50000 per month = around 300 股

if US: USD 5000 per month = around 850 股

then put all into S&P to generate 7-8%

assume tsla would go to 1700/share:

because of robotaxi + FSD full self driving

now is around 400USD

Lets try ! 

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