The A-share market has about 5,000 stocks in total, but truly worth long-term attention are within 50—only about 1%.
The rest are all market illusions and noise.
50 stocks are already more than enough; they may be concentrated in no more than 5 core sectors, which is sufficient for you to look long, act short, and rotate positions.
But the amazing thing is that among the other 4,500-plus stocks, countless people still get up every day and enthusiastically, tirelessly participate in trading.
Why? Because noise actively draws you in.
In an age of information overload, the ability to effectively filter out noise is one of the core skills.
The real competition between people is never about how well you collect information, but about your ability to extract useful signals from a massive amount of information.
To have that ability, you must first have an underlying foundation—how you view the world.
Trading is only a projection of how you understand your worldview.
The market is a leverage mechanism for emotions and an amplifier of desire.
What you face is a hellscape where carbon-based desires are created and constantly influenced by carbon-based emotions.
So you need to stay humble and vigilant at all times.
Because if the market is the sum of participants’ desires, it is destined to be full of unpredictability—because human nature is unfathomably deep, and even more so when it’s the aggregation of human nature…
The rest are all market illusions and noise.
50 stocks are already more than enough; they may be concentrated in no more than 5 core sectors, which is sufficient for you to look long, act short, and rotate positions.
But the amazing thing is that among the other 4,500-plus stocks, countless people still get up every day and enthusiastically, tirelessly participate in trading.
Why? Because noise actively draws you in.
In an age of information overload, the ability to effectively filter out noise is one of the core skills.
The real competition between people is never about how well you collect information, but about your ability to extract useful signals from a massive amount of information.
To have that ability, you must first have an underlying foundation—how you view the world.
Trading is only a projection of how you understand your worldview.
The market is a leverage mechanism for emotions and an amplifier of desire.
What you face is a hellscape where carbon-based desires are created and constantly influenced by carbon-based emotions.
So you need to stay humble and vigilant at all times.
Because if the market is the sum of participants’ desires, it is destined to be full of unpredictability—because human nature is unfathomably deep, and even more so when it’s the aggregation of human nature…