DiscusFish|3月 13, 2026 12:34
Reread cybernetics this week and suddenly realized one thing: cybernetics is essentially about one thing—how to use information to guide energy and fight entropy.
Investment is analogous—using information to guide capital and combat market entropy.
Ashby’s Law: Your control variety must be ≥ system complexity.
People who only look at candlestick charts are trying to use a single variable to navigate a market driven by macro, micro, geopolitical, and psychological factors. That’s not bravery; it’s physically impossible.
Buffett’s 'circle of competence' is an active application of Ashby’s constraint—it’s not about whether your abilities are strong or not, but whether you admit your dimensions are insufficient.
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