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week 2 december - barely breakeven, mental fog increasing

week 2 december done.

barely breakeven.

mental fog increasing.

week 2 trades (dec 8-12)
#

friday 12/8: 2 trades, 1 win. +$280

monday 12/11: 3 trades, 2 wins. +$540

tuesday 12/12: 4 trades, 2 wins. -$760

week total: +$60

account status
#

dec 5: $362,960

dec 12: $363,020

december progress: +$460 (+0.13%)

in effect flat.

comparing to november
#

november average week: +$5,870

december average week: +$230

25x slower.

why:

holiday volume.

choppy markets.

mental focus degrading.

anniversary 19 days away.

tuesday’s struggle
#

4 trades. 2 wins, 2 losses.

breakdown:

  1. SPX iron condor: +$620
  2. QQQ put spread: +$480
  3. TLT momentum: stopped out, -$940
  4. ES futures: stopped out, -$920

net: -$760

second losing day this month.

both losses on momentum trades.

strategy adjustment
#

pausing momentum trading through end of year.

reason:

momentum requires sharp focus.

mental fog from anniversary = slower reaction time.

choppy holiday markets = false signals.

5 momentum trades december:

  • 1 win, 4 losses
  • net: -$1,480

doesn’t work right now.

focusing mean reversion only until january.

mental fog
#

symptoms:

zoning out during trading hours.

missing entries i would’ve taken in november.

slower decision-making.

replaying memories mid-trade.

example (monday):

watching SPX setup.

started thinking about dad’s office.

missed entry by 2 minutes.

setup worked. would’ve been +$800.

cost of grief: opportunity loss.

therapy friday (12/8)
#

dr. r: “how’s trading?”

me: “struggling. barely breakeven. missing trades because i’m in my head.”

dr. r: “in your head about what?”

me: “last christmas. dad and i watching football. mom cooking. normal shit. didn’t know it was last one.”

dr. r: “anniversary is 23 days away. grief is accelerating.”

me: “it’s affecting trading. can’t focus. should i stop until january?”

dr. r: “what would stopping do?”

me: “…give me permission to fall apart.”

dr. r: “you don’t need permission. you need to integrate grief with trading, not avoid one for the other.”

me: “how?”

dr. r: “trade your system. when memories come, note them. don’t fight them. then return to system.”

easier said than done.

christmas approaching
#

christmas last year: normal. parents alive. family dinner. didn’t know it was last one.

christmas this year: with A. first without parents. 13 days away.

dreading it.

living with A. through december
#

sunday night (12/10):

A.: “you’ve been quiet all weekend.”

me: “thinking about christmas. last year with parents.”

A.: “what do you want to do this year?”

me: “i don’t know. feels wrong to celebrate.”

A.: “then we don’t celebrate. we make it whatever you need.”

me: “what if i just want to pretend it’s not happening?”

A.: “then we order chinese food and watch movies.”

me: “really?”

A.: “really. it’s your first christmas without them. there’s no right way to do it.”

this is why it works.

no pressure to be okay.

the places list (needed reset)
#

saturday night.

mental fog all day.

needed to get out of my head.

me: “want to add to the list?”

A.: “where?”

me: “parking garage. empty level. late night. city lights.”

A.: “you’re insane.”

me: “need something to feel present. not stuck in memories.”

A.: “okay. but we’re being quick. it’s fucking cold.”

places list updated: parking garage top level, december night, city view.

worked. reset focus.

win rate continuing drop
#

november: 84%

december week 1: 56%

december week 2: 50% (8 trades, 4 wins)

december combined: 53%

expected given:

  • holiday markets
  • mental fog
  • paused momentum (worst performing)
  • more selective entries

maintaining system = what matters.

even with lower win rate, still breakeven.

risk management holding
#

still 0.5% risk per trade.

3-loss circuit breaker: not needed yet.

tuesday: 2 losses, stopped for day.

filters working.

passing 85% of potential setups (was 70% november).

ultra-selective during fog.

december target status
#

original target: +$3-5k

current pace: +$460 in 2 weeks = +$920/month

way below target.

acceptable given:

  • grief season
  • holiday markets
  • christmas approaching
  • dec 31 off (anniversary)

new realistic target: +$1-2k month = success

what i’m learning
#

grief doesn’t pause for trading.

can’t compartmentalize.

memories come mid-trade.

options:

  1. fight them (doesn’t work, affects focus more)
  2. stop trading (avoidance, not solution)
  3. integrate them (dr. r’s advice, fucking hard)

trying option 3.

note the memory.

feel it briefly.

return to system.

not mastered yet.

tonight
#

sitting at desk.

week 2 barely breakeven.

christmas 13 days away.

anniversary 19 days away.

grief building.

trading suffering.

A. holding space.


3:18am wednesday. week 2 december. +$60. barely breakeven. mental fog increasing as anniversary approaches. pausing momentum trades, focusing mean reversion only. christmas 13 days, anniversary 19 days. grateful A. doesn’t need me functional.

-AK

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