2024-10-01

  • Woke up at 10:30 AM, which is even more impressive, because I only went to sleep after 1 AM last night.
  • Wrote down a sudden thought that flashed through my mind last night A possible response to economic recession
  • Planning to go shopping at the mall this afternoon, maybe find a coffee shop to read? This is life.

2024-10-02

  • A relaxed holiday, as if nothing was done.
  • Repaired two robots in the afternoon and fixed some bugs.
  • The bug showing the balance hasn’t been fixed yet; I don’t want to bother with it.
  • Watched a live stream tonight. Qiushi discussed that currently, creating a video account is probably the only chance for ordinary people to transcend social classes, because ordinary people can’t do AI either.

2024-10-03

  • Time flies, woke up relatively early today.
  • Received the AWS bill this morning; it feels so expensive. Spent the whole morning switching to a 512 VPS.
  • The greatest Enemies of the Equity investor are Expenses and Emotions.
  • The biggest enemies of stock investors are Fees and Emotions.
  • Studied bonds. This thing feels similar to fixed deposits. Its main purpose is to pair with stocks, and its key function is rebalancing, achieving algorithmic bottom-fishing and top-running. Of course, the cost is cutting off returns and early accumulation.
  • Played around with AI this afternoon and evening. Received a red envelope of 800 for helping someone. No compound effect, not very worthwhile.

2024-10-05

  • Spent some time this morning learning about digital currency security knowledge. There is no absolute security in this world.
  • Declined a request for program development from a classmate because I don’t want to do it.
  • Introduction to Logic reached 50%. The earlier parts were basic concepts, but the later calculation sections felt much simpler because AND, OR, and NOT are commonly used in computers.
  • Updated the calculator, wasting 8 hours of my life.

2024-10-08

  • A-shares started trading today, and the market hit the upper limit across the board right at the open. I can’t tell if it’s the madness of retail investors or the operation of an invisible hand. Based on my intuition, retail investors shouldn’t just place orders at the limit-up price. But the trading volume is also very high, which confuses me. High volume means someone is selling at the limit-up price, and someone else is buying it. If it’s not just me playing against myself and losing transaction fees, then there must be a large number of retail investors entering the market.
  • The limit-up was not maintained; it quickly started sliding down, eventually rising 4.59% with a volume of 3.5 trillion.
  • Companies started announcing reductions in holdings last week. When market sentiment is so high, people are selling off instead of making money. There must be a reason for this. I think the main reason is that they themselves don’t believe in their own companies.
  • I can’t figure out who is buying at the true price.

2024-10-09

2024-10-10

  • Today is a special day, worth remembering.
  • Operated my account this afternoon, selling 50% of my Industrial and Commercial Bank shares.
  • The market saw a slight overall decline today, but major blue-chip stocks rose 4-5%. At the same time, the Ministry of Finance announced a press conference for Saturday. After analyzing it, I believe the policymakers want to temporarily stabilize the market by boosting major stocks and releasing news to stabilize market confidence. The press conference on Saturday will definitely introduce some practical policies to pull the market back, because their goals are far from achieved, and they still have many moves left. They cannot give up on the market now.
  • Based on the above judgment, I decided to sell in batches today and tomorrow, selling 50% of the current holdings each time, and gradually buying back on Monday and Tuesday next week.
  • This operation violates my most important principle: Don’t try to TIMING the market. But I still want to test with real money whether my recent understanding is correct, and it cannot be denied that I also have some greedy desire to make money.

2024-10-12

  • Truly wise people often have independent thoughts and judgments, not relying on the approval of others or social standards to confirm their value.

2024-10-13

The cabinet is essentially a prop; everything is decided by Emperor Jiajing alone.

  • The decision was rushed.
  • The methods were intense.
  • The effect was extreme.
  • The result was unfinished/poorly executed.
  • Watched the 5th StarShip launch tonight. The moment Super Heavy was caught, I was incredibly excited. Humanity is finally heading to space.

2024-10-14

  • Sold some of the shares from my First conscious speculative operation today, planning to buy them back tomorrow, but things didn’t develop as I expected.
  • Industrial and Commercial Bank continued to rise today, and I didn’t make any moves. I will observe tomorrow; if there’s no opportunity to buy back, I won’t, and I’ll just add to the ETF.
  • The facts prove that we truly cannot TIMING the market.
  • Added GitHub Actions cache to my blog tonight.
  • Didn’t read any books today. Discussed things with the AI for a long time tonight, gained a little something, but not much.

2024-10-15

  • Half a month has passed; time is truly too fast. It feels like half a month was wasted. Why? I think it’s because I haven’t created anything.
  • The power went out in the community today, and I still didn’t go out. Maybe it’s laziness.
  • Spent the whole morning reading The Millionaire Next Door. The first two chapters talk about saving—don’t let your lifestyle exceed your ability. And make sure your lifestyle is far below your ability.
  • Many people have a pile of debts, countless things constantly taking money out of their pockets, but they lack assets putting money into their pockets.
  • Unless you deliberately save, your expenses will always equal your income.
  • Regardless of how high your income is, you must work for yourself first, not for the landlord, the tailor shop, the butcher, the school, etc.
  • Letting your money work for you—this is a technical skill; you must study it seriously.

2024-10-16

  • Saw that they are restarting the urban village renovation project. They aim to complete 1 million units this year, using monetary placement (rent/buy-in), which is essentially a price increase to clear inventory 2.0.
  • 1 million units * 1 million per square meter, which is only 1 trillion.
  • And the number of dangerous houses is limited; it’s not possible to have 1 million units every year.
  • On average, only about 100,000 new dangerous houses are added annually, so this is unsustainable.
  • Unless they pull it together and let the common people take them, it won’t be achieved.
  • Did Zhengzhou even have 600,000 unfinished buildings this year?

2024-10-17

  • The judgment from the 10th didn’t fully consider the factor of unfinished buildings.
  • We might need to continuously correct our judgments because the world is changing.
  • So, should we be flexible and keep expanding the pie?
  • Maintain Flexibility: Since the world changes rapidly, we need to constantly correct our judgments and strategies. Whether you are an investor, a policymaker, or an individual, you should adjust based on new information and changing environments to avoid getting stuck due to outdated judgments.
  • Dynamic Response: Whether it’s economic policy or investment decisions, a dynamic response strategy should be adopted. Be vigilant about the effectiveness of economic stimulus measures, observe their feedback on the actual economy, and adjust promptly according to new circumstances. Maintain a balanced perspective between long-term trends and short-term fluctuations, avoiding over-reliance on a single measure or theory.
  • The way to conduct oneself in life is the art of adaptation; it cannot be rigidly biased.

2024-10-18

  • Residents’ deposits turn into developers’ housing funds.
  • Developers’ housing funds turn into land transfer fees, development taxes, and official “goodwill” fees.
  • Ultimately, it becomes payments to officials: high-speed roads without cars, luxurious office buildings, and abandoned land that developers cannot develop.
  • The A-share market surged again this afternoon. It seems my previous judgment had some validity. I won’t think about it for now.

2024-10-19

  • Rereading an old book. Just Keep Buying mainly talks about saving, which feels a bit dull.
  • Stock picking greatly affects one’s emotions, just like short-term speculation.
  • Don’t test your emotional management ability.
  • Every choice comes with a cost.
  • Tonight, I calculated that holding Industrial and Commercial Bank for 5 years yields about 9.14%, and Yangtze Power is about 14.8%. So, you cannot beat the index.

2024-10-21

  • Another busy Monday.
  • Updated my F3P firmware.
  • Wrote the T15 update notes.
  • Refactored my BLOG.
  • Started reading a new book.

2024-10-24

  • Where did these three days go? They were sold by me. It’s inefficient and helpless.
  • Being too busy is also bad; time flies too fast. My brain is filled with code. There is absolutely no time to think.

2024-10-25

  • Finished the OpenSSL key generation part.
  • Basically finished the directory browsing.
  • Previewing markdown files.

2024-10-26

  • Finished editing and creating articles.
  • Optimized the slow article loading issue, mainly by drawing the controls first and then filling in the content.
  • Currently, only submission and pushing to the server are left.

2024-10-27

  • Tried Android compilation, though only the Dart part succeeded.
  • Finished submitting to the server.
  • Finally got the plugin interaction working on the Linux platform.
  • Suddenly realized I took a detour, but it’s not too late. I should first learn from excellent libraries to see how they organize files and how they use CMake to compile for multiple platforms.

2024-10-29

  • Hope to finish the directory listing.
  • Need to modify the access monitoring later.