A tribal marketer doesn’t offer a franchise.
A brand manager does.

A tribal marketer scales after perfection.
A brand manager scales and never achieves perfection.

A tribal marketer scales through networked narratives.
A brand manager scales through code.

A tribal marketer appears communist but is a capitalist.
A brand manager appears capitalist but is a communist.

Narratives from a tribal marketer crosses borders.
Code from a brand manager is inherently bounded by the local laws.

Tribal marketers gets validational sex.
Brand manager gets transactional sex.

Tribal marketers inspires submission.
Brand manager coerces into submission.

Tribal marketer raises the net worth of the network.
Brand manager raises the net worth of the investor.

Tribal marketer pays attention to the link.
Brand manager pays attention to the product.

Tribal marketer is the network architect.
Brand manager is the pretend architect.

Tribal marketer is predictably irrational.
Brand manager thinks he is rational.

Tribal marketer builds anti-fragile systems.
Brand manager builds robust systems.

Tribal marketer manages in scrum.
Brand manager builds Gantt charts.

Tribal marketer is driven by the primal drives.
Brand manager is ruled by desires.

Tribal marketer hedges against risk.
Brand manager optimizes for profit.

Tribal marketer plays when the market offers an A+ setup.
Brand manager plays even when the market is in a downturn.

Tribal marketer has all the time in the world.
Brand manager is running out of time.

Tribal marketer is a double agent and loyal only to the cause.
Brand manager is loyal to the highest bidder.

-#

Nobody is playing fair.
Armatures copy the narrative handed to them.

Players size their options.
With the internet, your options are infinite.

Steal the best bits for all your needs (and of course your desires).
Discard the unwanted parts.
But have an over arching narrative.

What are the odds, that the over arching narrative that sells,
also happens to be grounded in morals.

Primarily, you need one narrative for money,
one for love,
few for fun.
Align these under that one overarching master stroke (most people don’t do this).

Challenge then, is to avoid cognitive dissonance during the alignment.
As mentioned previously, choose morals.

This understanding came after a lot of trial & error.
Usually when you ponder over it for a decade, you would realise that the answer was in front of you all along.
Obviously some research & action will help.

What if a narrative doesn’t work?

Short answer:
What if it works?

Long answer:
Did you get the foundational skills right? Marketing, sales, trading?
Odds will be in your favor if you get the principles right.

Have you done the ethnographic research?
(Pro tip: being a bit morally dubious and unethical will help you uncover secrets about human nature that no text book can teach).

Did you practice?
You have to practice every day.

Do you have an aura?
Would people buy your persona on impulse? Thats the definition of aura.
That requires hitting the gym which is necessary for your character,
And a few identity imprints, which are necessary for your charisma.
Also, fun sells.

Options
The beauty of documenting your narrative on the internet is that you can steer it in any direction with a slight reframe even if you fail. But if you had worked on the foundation skills, you would know that already.

Don’t try this at home. If its gonna happen, its gonna happen out there.

-#

She eats meat.
She works out.
She doesn’t smoke.
She is equally self aware.

She hates victim marketing.
She supports.
She writes imperfect English.
She likes the sun.

She drinks americano.
She has a creative outlet.
She questions retardatory.
She divorces the ex without alimony.

She likes gothic architecture.
She becomes the brand ambassador.
She is not the oracle.
She can look beyond the sales pitch.

She leads a tribe.
She says it best when she says nothing at all.
She makes pan cakes.
She doesn’t exist.

-#

Note: This article was written using Chat GPT. I did the editing.

Imagine you are a wholesale fruit trader at Bhopal Karond Mandi.

Every day, the mandi runs like clockwork.

• Apples sell.
• Bananas sell.
• Mangoes sell.
• Coconuts sell.

Everyone knows roughly what to expect.

There are no surprises.

---

Then One Morning…

A major announcement spreads through the mandi.

“Indo Israel Avocado is opening a wholesale outlet inside Karond Mandi. They plan to build the largest marketplace for avocados and exotic fruits in Central India.”

This isn’t gossip.

The business already has experience growing avocados, importing plants, and working with farmers. Traders believe this announcement could create an entirely new category inside the mandi.

Immediately, everyone starts thinking differently.

Instead of asking,

“How many avocado boxes can I sell today?”

they begin asking,

“How big could the avocado business become over the next few years?”

The market has reassessed the opportunity.

That is the major news.

---

The Price Changes Immediately

Yesterday, avocado boxes traded for ₹1,500.

This morning, buyers are offering ₹1,900 before trading has really begun.

Nobody wants yesterday’s price anymore.

That is the gap up.

---

The Crowd Arrives

Normally, only five wholesalers ask about avocados.

Today…

Restaurants arrive.

Hotel buyers arrive.

Supermarkets arrive.

Juice shops arrive.

Retail fruit vendors arrive.

Exporters arrive.

Everyone wants to know how they can participate.

Instead of selling 50 boxes…

500 boxes trade.

That is the volume explosion.

---

Why Do traders Buy?

They aren’t buying because avocados exist.

Avocados existed yesterday.

They are buying because the future suddenly looks much larger than people believed yesterday.

The market has changed its expectations.

---

What they might do?

They don’t rush into the crowd immediately.

They watch.

If buyers continue arriving…

If prices continue making new highs…

If demand stays strong…

Then they will join you.

They are letting the market prove the excitement is genuine.

---

When Do they Leave?

Suppose the excitement fades.

People discover the project was misunderstood or overhyped.

Buyers disappear.

Prices fall below the morning’s lowest level.

That is their signal to step aside.

The original thesis is no longer being confirmed.

---

The Lesson

An episodic pivot is not about finding something that is merely “good.”

It is about recognizing the moment when everyone suddenly realizes something is far more valuable than they believed yesterday.

The sequence is always the same:

1. A major event changes expectations.
2. The market immediately reprices the opportunity.
3. Huge participation confirms the new belief.
4. Traders buy only after that strength is confirmed.
5. They exit if the market proves the thesis wrong.

That is the essence of an episodic pivot.

-#

Note: This article was written with the help of Chat GPT. I don’t often use AI, but I used it for this article. I did the editing.

Its a bet against the house.

Its a trading strategy where a trader shorts a stock after it has made unusually unsustainable move upwards and begins showing signs of weakness.

Its used on small cap stocks that can rise 300-500% or more in just a few days.

The goal is not to predict the exact top, but to profit from the sharp decline afterwards.

Why Small Caps?

Small-cap stocks have fewer shares available and less liquidity.

This means:

• A relatively small amount of buying can push prices much higher.
• Day traders often chase these rapid moves.
• Once buying slows, prices can fall just as quickly.

Large-cap stocks rarely experience these extreme parabolic moves.

Why day traders wait 3 to 4 Days?

One of the biggest mistakes beginners make is shorting too early.

A stock can remain irrational longer than expected.

Instead of shorting on Day 1 or Day 2, experienced traders wait until:

• The stock has rallied for 3 or 4 consecutive days.
• The total gain is around 300% or more.
• The house becomes crowded and overly popular.

The longer and steeper the rally, the greater the chance that buyers will eventually become exhausted.

What is an A+ Setup?

An A+ setup usually has most or all of the following:

• Stock has gained at least 300%.
• Rally has lasted 3 to 4 days.
• Extremely high trading volume.
• Social media and news are full of excitement.
• Everyone believes the stock will keep rising.
• Price begins showing weakness.

These opportunities are relatively rare, which is why many professional traders wait patiently for them.

When do experienced day traders enter?

They do not short simply because the stock has gone up a lot.

They wait for confirmation that buyers are losing control.

Examples of confirmation include:

• Break below the opening range low.
• Break below the previous 5-minute candle low.
• Failure to make new highs.
• Lower highs followed by lower lows.
• Heavy selling volume.

Only after weakness appears do many traders consider entering a short position.

Where Should the Stop Loss Go?

A common approach is to place the stop loss:

• Above the day’s high, or
• Above the recent swing high.

If the stock makes new highs, the trading idea was likely wrong, and traders exit with a controlled loss.

Bhopal Mandi Analogy

Imagine mango prices in Bhopal Mandi.

Day 1

Price rises from ₹1,000 to ₹1,500.

Day 2

Price rises to ₹2,500.

Day 3

Price rises to ₹4,000.

Everyone believes prices will keep rising forever.

On Day 4:

• Buyers stop rushing in.
• Sellers begin lowering prices.
• Prices start falling.

Traders don’t sell short because mangoes became expensive.

They sell short because the buyers have stopped controlling the market.

Short Selling (Selling First)

Now imagine you are a day trader.

Your friend owns 100 crates of mangoes.

You ask:

“Can I borrow your 100 crates? I’ll return them later.”

He agrees.

You immediately sell those borrowed crates in the market.

Price today = ₹4,000

You receive

₹400,000

But remember…

You still owe your friend 100 crates.

You don’t owe him ₹400,000.

You owe him 100 crates of mangoes.

---

The Price Crashes

The next day everyone realizes the mango frenzy is over.

Prices fall to

₹2,000.

Now you go back into the market.

You buy 100 crates for

₹200,000.

You return those 100 crates to your friend.

Done.

---

Your Profit

You sold first for

₹400,000

Later bought back for

₹200,000

Profit

= ₹200,000

That is exactly what a short seller does with shares.

The Core Principle

Professionals don’t try to catch the exact top.

They wait for:

1. An extreme multi-day rally.
2. Clear signs of buyer exhaustion.
3. Confirmation that sellers have taken control.
4. A well-defined stop loss in case they’re wrong.

Remember This Sentence

Traders don’t short strength. They short weakness after strength.

The rally tells them where to look.

The weakness tells them when to act.

That is the essence of a parabolic short.

-#

Source –

Schwager, J. D., & Coyle, G. F. (2026). Market wizards: The next generation: The world’s top young traders reveal how they beat the market. Harriman House.

In a market governed by unspoken rules, a parabolic short is a dirty move.

When you are hiding behind the charts and the screens, all moves seem fair.

Not so much, when you know the house by the face.

A parabolic short, then, is executed to make a point. This will be played after a relation is established.

You have to protect yourself against this.

How?

Knowing this bet exists and how its played is the first step.

Second, knowing why you have to hedge against this, is important. Losing to this move will hurt your ego and more opponents will prey on your losing position. You lose this, you lose the season.

Third, as a new comer to the market, you might have to agree to play. To beat them, you can

• take Post-dated cheques and videos of the person signing the cheque
• game the narrative in your favour to hold the prices, by now, you should know how to influence the narrative
• continue opening options and keep selling more, an aggressive sales environment will create more sales

-#

A1 asks:

Across all your ventures, what mental model has consistently helped you make good decisions, and which one turned out to be completely wrong?

I have made mistakes, and continue making them, thats part of business. One thing I have realised is that if one supplier is offering at a cheaper price but the product is identical to what the others are selling, there is some reason to it. Maybe he is selling 2nd or 3rd grade material, maybe he is underpaying his employees. Cost cutting can prove to be expensive in the long run.

I can give couple of anecdotes that have proved this point again and again –

Anecdote #1: When I just started my avocado business, I needed to get my polyhouse repaired. I contacted a few people in Bhopal who can do the job. One contractor sent his guy (Name: Bharat Giri) to see what needed to be repaired. After having a look at the polyhouse, Bharat offered to do it at a cheaper rate than the contractor who originally sent him. I got convinced and gave him advance. He never supplied me the material nor did he ever started the work. Luckily, I had a Post dated cheque he gave to me upon giving him advance.

After not supplying the material or starting the work for months, I deposited the PDC in the bank. It bounced. I sued him since a bounced cheque is a criminal offence. He filed a false complaint against me that I physically attacked him hoping that since he was SC/ST, I will settle and withdraw the case. I didn’t. The case is still in the court. We will see what happens.

Anecdote #2: I had worked in my family’s construction business from 2017 till 2025. My uncle and my father always opt for the cheaper supplier and underpay the contractors and the employees. As a result, the work is never finished on time.

Anecdote #3: Following my uncle’s advice, I chose to make my dragon fruit rings out of PPR pipes instead of the standard practice where concrete is used. PPR was cheaper than concrete. Now my entire dragon fruit orchard is suffering because the PPR pipes can’t handle the weight of the plants.

Anecdote #4: Some time back I bought relatively cheaper planting material from Israel, for my avocado nursery. Only 60% of the plants matched the quality standards I needed and I had to discard 40% of the plants.

If a person is selling something at a higher rate than the market, despite knowing that it would reduce the number of customers he will have, and is still selling well, as well as generating good profit, then its worth getting to know why.

How do you balance creating content you love versus content that performs well?

I don’t produce content that performs well. I produce content that will genuinely help my 1000 true fans. They do the talking and get me more customers. I don’t care if a piece of content performs well or not, thats for the algorithm to decide. What I do know is that, I have to produce some content on some channel daily.

How do you decide whether an opportunity is worth pursuing or just another distraction?

Knowing what to pursue and what to quit requires education and experience. If you want to pursue something, you will have to quit a lot of other things. When I decided to pursue avoccado farming, I looked at my competitors in other countries and asked myself the following questions –

1. Are they generating enough cash?
2. Can I manage it remotely, eventually?
3. Can I consistently get clients in the long run?
4. Would I be able to diversify into different products or different geogrpahies using the same brand?
5. Is what I am doing sustainable?
6. Is there a pre-existing knowldege bank from where I can source my information from?
7. Is there a go-to market strategy?
8. Can I become the market leader and be the best in my geography?
9. Can I over-throw the competition in 20 years?
10. Would I be happy during the journey?
11. Once its all said and done, would I be proud of what I have done?
12. Is there an exit strategy?
13. Does the product market itself?
14. Are others seeing the same opportunity as I do? If yes, it might be worth pursuing, but will I be able to out compete them? How? (Hint: use the Inter-webs 😉 )
15. If others are not seeing the same opportunity, you might be too early, maybe the timing aint right.
16. Can you make luck work for you?
17. Does the work align with your values.
18. Would I get to travel?
19. Would I get to meet you new people?
20. Would I be able to apply creativity?
21. Is the idea too extreme? (its good but you would have to tone it down, not everyone wants what you want)

I hope this helps. Recommended reading –

1. Tribes by Seth Godin
2. The Dip by Seth Godin
3. Look up the concept of 1000 true fans
4. Look up the concept of the innovatoion adoption curve
5. The practice by Seth Godin

-# & Harshit

Few tactics to understand the negotiation dynamics –

Breaking the ice

People love talking about themselves, ask them what brought them to you. And how your service and guidance can help them.

Show, then Tell

Don’t expect people to believe your claims simply because you know more than they do. Expertise is far more convincing when it’s demonstrated, not declared.

Lead with proof of work, tangible results, or a compelling demonstration. Once you’ve established credibility through evidence, your sales pitch carries far greater weight. People are more likely to trust what they’ve seen than what they’ve been told.

Qualifying yourself vs showing respect

There is a fine line between showing respect and seeking the other party’s approval. Respect should be mutual. Give respect to receive respect, but avoid qualifying yourself to them, or you risk negotiating from a weaker position.

The moment you start trying to prove your worth or earn their validation, you’ve already lost control of the frame. It signals insecurity rather than confidence, and the other party is likely to sense that they have the upper hand. Strong negotiators don’t seek approval. They communicate their value confidently while treating the other side with genuine respect.

Agree & amplify

This influence tac-tic should only be used when engaging in a frame war with a gamma. When they try to disqualify you, simply agree and exaggerate what they are saying. You will either burn the deal or demolish his frame. Prepare for a prolonged silence afterwards.

Disqualify

If you sense that something is off, be willing to walk away. Disqualify the lead by simply conveying that they are not the right fit for you. If they come back to you with an intent to buy after you have disqualified them, you will be in a better position to negotiate.

Identify when the other is qualifying to you

When this happens, the sale is already made. Do not sell further and simply close the deal.

Control the Pace

The person who appears rushed usually has the weaker position. Never negotiate from a place of urgency or desperation. Speak deliberately, take your time before responding, and don’t feel compelled to fill every silence. Composure communicates confidence, while haste often signals neediness.

Sell outcomes, not features

People rarely buy a product or service because of its features alone. They buy because they believe it will solve a problem, save them time, make them money, reduce risk, or improve their status.

Keep steering the conversation back to the outcome they want. Features explain the product. Outcomes justify the purchase.

Closing thoughts

Don’t try to dominate the room. Create enough confidence, clarity, and credibility that the other party wants to do business with you. Strength isn’t about being aggressive. It’s about never negotiating from a position of need.

-#

The Strategist aims for an engaging narrative. Benefits are simply the outcomes.
The opportunist aims for the outcomes at the expense of the narrative.

The strategist knows that both negative and positive word of mouth cannot be controlled but can be managed with intent.
The opportunist thinks he can engineer positive word of mouth with brute force, and is afraid of negative word of mouth.

The strategist tests the waters.
The opportunist buys the boat before testing.

The strategist hooks and then builds the tempo.
The opportunist doesn’t know that the rhythm exists.

The strategist converts the oracle first, and then keeps playing.
The opportunist either gets the oracle and settles, or is served divorce papers by the pretend oracle.

The strategist engages in cultural diplomacy.
The opportunist engages in political diplomacy.

The strategist is an optimist.
The opportunist is a skeptic.

-#

You dont need to have the entire strategy figured out. If the compass is working you will find the next step forward.

The network will offer multiple choices at each step, and if your pattern recognition is honed, you will choose the right step to take every time.

Acknowledging and identifying competition is obvious. And understanding the competitor’s strategy and their strengths and weaknesses requires education.

Positioning is the first step, but it will only take you so far. Operational excellence is the next step and achieving that is a two fold play,

• you need to understand the business inside out yourself and
• you need to pay enough to delegate responsibility eventually.

You have to play by the rules. Yes, you have agency, but you still operate under the unspoken societal norms. If you are going to play the game, learn the rules first and then break them selectively afterwards.

When enticing the strongest audience rather than the lowest common denominator on the network, strength matters. Blood, sweat and humor have appeal, use it often to activate tribal action.

Each step compounds, and one day you will wake up far ahead of the crowd.

While they are busy tending to the needs of the network they inherit, you are busy building a new one. So when you say starting is hard, I get it. Do it anonymously if you would like. First get going, then get improving.

You have to give a lot of fucks before you can stop giving any. The prerequisite for having an attitude requires a proven track record of successful work.

Preparation improves timing. Do your research thoroughly. It takes 10 years of preparation to time the market and timing is a tell-tale sign of mastery.

-#