Tribes

A Journey of Fellowship

Daily Reflection

In my return to the pen, I hold it here and I’ve felt a great sense of duty and destiny. I start today to rebuild the Tribe in a better and truer form. For what is my life without a community? I’ve played with this idea before and I think as we all do because most of us are human (perhaps save a few wiz’s in that mix lol), we struggle and hope for success to find us one day. What I’ve learned over many years and hardships is that it is never success that finds us, in fact we do not go out and look for it outwardly, it is within us. It is within you and your mere soul. It is upon you to craft what you want and to find what is your success. You define it yourself in every breath you take and every decision you choose. How much responsibility you take on to make yourself heartier and stronger often is what drives the success, but too often we let the decisions of the world outside us begin to form the idea of what we think is our own idea of success. Have you ever really just sat down and thought hard, really really hard, to the stretches of what your brain can perceive and realized something that has not come from anywhere else? I know I haven’t as far as I can tell, in fact, the world around me influences so much of what I think day to day. This is where one of the greatest pressures we perform emerges. Our idea of success is not our own. You have been often told by society, by your parents, by books, by media, whatever, that if you live this way that that will bring happiness and it will be called success. I can tell you firsthand, any time I’ve had any remote sense of the feeling of success, it has been swiftly followed by emptiness to a degree that I know it can’t possibly be my own idea. It is an emotion and idea that we should almost divorce entirely from our chase, because what has it truly led to in America in the modern age? A spiritually devoid wasteland of zombie people and their zombie corporations. We’ve made so many leaps forward in the digital revolution yet we have spent no time thinking about what it means to live in it. So my pause for today is to breath and reflect and follow what makes me happy and brings joy to others.

Markets

We’re in the supposedly classic “sell in May and go away.” The first week of the month often starts green with the following 3 weeks on average red. But as the market has shown this year, longing has been the preferred option except for a few rare sell offs.

The recent reversal following Powell’s comments on Thursday seem to suggest the market is now anticipating the Fed will stop rate hikes and cause a reversal. Whether that is actually right or wrong to do in the grander scheme, the market is playing for the right now. We go with the hot hand and the hot hand has continued to be longs.