How to Spot a Bluff đ§ž
Most of the market is bluffing â analysts, allocators, traders, even entire funds. They donât call it bluffing, but thatâs what it is. How do you know?
1. Vagueness Instead of Precision
Bluff: âWe expect volatility in the coming weeks.â
Authorship: â2:02 PM low will carry forward into tomorrowâs session.â
Bluffing hides in abstraction. Authorship lives in timestamps.
2. Prediction Instead of Continuity
Bluff: âWe think next quarterâs earnings will beat.â
Authorship: âYesterdayâs authored terminal low â todayâs authored open â new high.â
Prediction guesses. Continuity proves.
3. Hedging Instead of Receipts
Bluff: âIf not this, then that.â
Authorship: âOvernight low authored, reversal at 9:30:15, continuation confirmed by 10:20.â
Bluffing leaves exits. Authorship leaves receipts.
4. Tone of Deference vs. Tone of Control
Bluff: deferential, cautious, polite.
Authorship: direct, sometimes dismissive (âMonte Carlo models, reports, newsletters â LMAOâ). â¤ď¸
If it sounds like a plea, theory, report, deck, itâs bluff. If it sounds like tempo, itâs control.
5.Random Drift vs. Echo
Bluff: outcomes that donât repeat, that dissolve.
Authorship: outcomes that echo across sessions, proving causality.
The echo is the receipt. No echo, no authorship.
Closing
Bluffing avoids detail because it cannot afford to be pinned down.
Authorship embraces detail because it is the pin.
Thatâs why I donât bluff. I donât need to.
The receipts are already in the market.