Through the Chaos

The reality we experience is a controlled hallucination. We interpret everything in the context of what we have experienced before, through the filter of a constructed story. We change our memories to suit us. We create containers to allow us to think contradictory things. We find people with shared hypnosis to hold our hands and hearts. The world is too complicated, ambiguous, and random for us to process. We process our slice. Buffett talks of a “Too Hard Pile”. You don’t have to have an opinion on everything, so it is worth filtering where we allocate our energy. With investing, the filter I use is Money as a Labourer. If you hold cash, your worker is doing nothing. Government sets its salary with interest rates (at the moment, that is almost nothing). A Bond is lending your worker to someone else. Equity (Stocks and Shares) gets your money a job. It can get quite a few jobs. I like the number 20. Small enough for me to understand the job I get my money. Big enough to admit I don’t understand all the things that can go right or wrong in any of those jobs. Controlled enough to focus on creativity and learning as the underlying driver of sustainable growth. Through the chaos, keep breathing, keep moving, keep creating.

"Chaos" George Frederic Watts