forcode：我2006年在豆瓣写《世界中心》的影评，刚看到有人点赞，重读了一下，没想到就预言了我现在的生活状态：
网络时代，足不出户，却可以靠一台电脑，在短短几年内，赚到普通人一辈子都赚不到的钱……
forcode 2006年：这个片子两位主角不算入眼，女主角满脸雀斑，看着好像有什么重病，男主角也很瘥。这个片子所要表达的，除了性、金钱与权力，就是网络时代，人可以靠一台电脑与世界兴风作浪。主人公是一个电脑工程师，他的网络事业为他带来滚滚财富，而他，每天就是上网和睡觉。。。他的公司有人打理，公司上市有经纪人负责，他自己靠着电话和电脑与外界沟通，管理他的资产。。。。于是，在这样一个时代，人真的可以这样生活，你可以居住在一个原始山洞，就像本拉登那样，靠着一台机器，以及这个社会上完善的配套制度，你可以不劳而获，你足不出户，却拥有整个世界。
forcode：2009年我硕士毕业，业余时间做培训，2010年开始做投资（这是我第三次入市，2003本科毕业后和2007年硕士期间我曾经两次入市，没人指导去学习正确的投资理念，完全不得其法，瞎炒一气，被股市淘汰，走了7年的弯路，还好我当时本金很少），2013年辞职单干至今刚好十年，培训让我完成原始积累，投资盈利不断滚雪球（谨记巴菲特教诲：投资的三大原则是：不要亏损、不要亏损和不要亏损。总体上我非常保守谨慎，大部分时候仓位在25~85%之间动态再平衡，从未满仓或空仓过，十三年中只有三年小幅亏损：2011年亏损4.47%，2013年亏损1.58%和2018年亏损6.83%），基本实现财务独立（非财务自由，但这辈子都不需要去上班了），我相信等我七八十岁时大约会有几亿身家，而这些钱，都是每天窝在一间平淡无奇的小卧室里实现的，因为我选择的在线培训和投资，都可以足不出户在家工作，这算得上一个小小的奇迹。
由于坐着看资料太久，我有腰肌劳损、背痛、颈椎病、鼠标手、腱鞘炎、干眼症，为了切换姿势，三分之一的阅读时间是平躺在床上、盖着被子看投影到天花板的电脑界面，我在装修时，特意每个房间的吸顶灯都设置在天花板的角落，这样可以留下大片空白用于投影。
forcode：除了散步、骑行、爬山和外出旅游，基本上大部分时间我都窝在家里读财报、看书、网上瞎逛扯淡、看电影、听书和podcast，可以说，我是在家躺着赚钱。其实，我也是有意选择了这样的半隐居生活，因为我有社交恐惧症，我从小跟人说话就会逃避别人的眼神，不太懂跟人交朋友，多数时候独来独往……典型的阿斯伯格综合症症状。我记得六七岁时在农村老家，我爷爷生气地骂我有“瘟猪症”——见了陌生人会害羞、胆怯……
在《我恰恰就是这种人》中，我说：《更富有，更睿智，更快乐：世界顶尖投资者是如何在市场和生活中实现双赢的》一书第二章《愿意孤独》，简直就是在说我。其实，杰出投资者中，阿斯伯格比例相当高，没有这毛病，你就输在了娘胎里。
2013年，我在《证券市场周刊》上发表的文章《
你有“投资天赋”吗？
》中写道：

forcode 2013：投资大师查理•芒格曾说：“如何让自己比别人更聪明呢？这部分同与生俱来的个性有关。一些人并不具备进行投资的合适个性，他们要么过于急躁，要么总是麻烦不断。然而，如果你有出色的个性，主要是指你非常有耐心，当你拥有了足够知识的时候，势必会进行大规模的进攻，然后就会慢慢学会游戏规则，部分是通过自己的实践，部分是学习别人的经验……因此，游戏规则就是我们要不停地学习。
我并不认为那些不喜欢学习过程的人会不断学习。”凯瑟琳·伯顿采访了美国18位优秀的对冲基金经理，结果发现，他们的性格里具有一些共同特征。而且，有趣的是，这些性格特征并非人们通常所认为的成功人士应当具有的标准，甚至某些性格还与所谓的成功形象相反。这18位对冲基金经理之所以能长期投资成功，很大因素来自他们非常独立的性格，即对于投资坚持自我的判断、拒绝迎合他人尤其是大众。塞勒尔告诉哈佛的骄子和读者们，要成为伟大的投资者，仅有智商、勤奋和经验的积累是不够的，与生俱来（或者是在少年时形成）的天性特质不可或缺。
塞勒尔总结了七条优秀投资者所具备的品性：一，在他人恐慌时果断买入股票、而在他人盲目乐观时卖掉股票的能力。二，极度着迷于此游戏，并有极强获胜欲的人。三，从过去所犯错误中，吸取教训的强烈意愿。四，基于常识的与生俱来的风险嗅觉。五，对于他们自己的想法怀有绝对的信心，即使是在面对批评的时候。六，左右脑都很好用，而不仅仅是开动左脑。第七，也是最重要的，在投资过程中，大起大落之中却丝毫不改投资思路的能力。塞勒尔特别指出，人们一旦步入成年期就无法再学到上述特质，除非他在少年时期已经形成了这样的特质。
forcode：可以说，对于投资而言，阿斯伯格综合症带来的特立独行、愿意孤独、大量阅读、极度耐心和偏执反而是一种天赋，刚读资料，无意中知道《大空头》原型Michael Burry也有阿斯伯格综合症：
“只有患有阿斯伯格综合症的人才会阅读次级抵押贷款债券的招股说明书”
我也有非常类似的行为：我的浏览器长期打开了30个以上待阅读的标签页（现在正打开了70多个呢），这些标签页是我在阅读过程中遇到感兴趣的关键词，进一步搜索打开的，这种随心所欲的索引式阅读，极大地拓展了我的知识面，我每天阅读时间超过10小时，基本醒着状态都在阅读，洗碗、刷牙、洗菜、炒菜、洗碗、出门骑行时，我就听书或者听podcast，我每天阅读的字数我怀疑超过10~20万字……
几个月前因为兴趣索引式阅读，花一个多星期时间通读了美国商务部100多页的《先进半导体出口管制条例》（我估计芯片产业的分析师都未必有通读这份枯燥的英文文件）、美国智库有关芯片问题的多篇政策建议、数十条美国半导体业内公司的政策问询BIS回复和上百篇半导体相关分析文章，还有张忠谋的所有公开演讲视频，以及我网上瞎逛无意中了解到智能电动汽车需要一两千个芯片，而智能手机只需要一百多个芯片……这些本来完全不是出于投资赚钱动机而去阅读的资料综合起来，导致我突然想通了台积电的投资逻辑……
经常有人问我，你是怎么发现**投资标的的呢？

你让我从何说起呢？经常是来自上网瞎逛和生活中的观察思考，如果你的阅读量像我一样庞杂，或许你偶尔也会发现一些很有把握的赚钱机会，大量阅读+思考才能拓展能力圈、提升个人认知，而证券市场，我觉得是将认知变现最好的渠道，让我们这些孤僻社恐的阿斯伯格综合症患者，也可以大放异彩……
遗憾（幸运？）的是，我儿子也有典型的阿斯伯格综合症……

以下内容是机器翻译，给出英文原文，方便理解翻译不到位的地方：

//Burry 已婚，有孩子，2010 年住在加利福尼亚州的萨拉托加。他的儿子被诊断出患有阿斯伯格综合症，Burry 在阅读有关该疾病的信息后认为自己患有阿斯伯格综合症。当他年轻的时候，直视别人的眼睛会很紧张，他说，“如果我看着你，我就没法专心听你说话”
Not long before, his wife had dragged him to the office of a Stanford psychologist. A pre-school teacher had noted certain worrying behaviors in their four-year-old son, Nicholas, and suggested he needed testing. Nicholas didn’t sleep when the other kids slept. He drifted off when the teacher talked at any length. His mind seemed “very active.” Michael Burry had to resist his urge to take offense. He was, after all, a doctor, and he suspected that the teacher was trying to tell them that he had failed to diagnose attention-deficit disorder in his own son. “I had worked in an A.D.H.D. clinic during my residency and had strong feelings that this was overdiagnosed,” he said. “That it was a ‘savior’ diagnosis for too many kids whose parents wanted a medical reason to drug their children, or to explain their kids’ bad behavior.” He suspected his son was a bit different from the other kids, but different in a good way. “He asked a ton of questions,” said Burry. “I had encouraged that, because I always had a ton of questions as a kid, and I was frustrated when I was told to be quiet.” Now he watched his son more carefully and noted that the little boy, while smart, had problems with other people. “When he did try to interact, even though he didn’t do anything mean to the other kids, he’d somehow tick them off.” He came home and told his wife, “Don’t worry about it! He’s fine!”
不久前，他的妻子把他拖到斯坦福一位心理学家的办公室。一位学前班老师注意到他们四岁的儿子尼古拉斯有一些令人担忧的行为，并建议他需要进行测试。其他孩子睡觉时，尼古拉斯没有睡觉。老师讲个没完没了，他就走神了。他的思想似乎“非常活跃”。Michael Burry 不得不克制自己冒犯的冲动。毕竟，他是一名医生，他怀疑老师是想告诉他们，他没能诊断出自己儿子的注意力缺失症。“我曾在 A.D.H.D. 工作过。在我住院期间的诊所，我强烈认为这是过度诊断，”他说。“对于太多的孩子来说，这是一个‘救星’诊断，他们的父母想要一个医学理由给他们的孩子下药，或者解释他们孩子的不良行为。”他怀疑他的儿子和其他孩子有点不同，但不同之处在于好的方面。“他问了很多问题，”伯里说。“我鼓励这样做，因为我小时候总是有很多问题，当我被告知要保持安静时，我感到很沮丧。”现在他更仔细地观察他的儿子，发现这个小男孩虽然聪明，但与他人相处有问题。“当他确实尝试互动时，即使他没有对其他孩子做任何有意义的事情，他也会以某种方式勾选他们。”他回到家对妻子说：“别担心！他还好！”
His wife stared at him and asked, “How would you know?”
他的妻子盯着他，问：“你怎么知道的？”
To which Dr. Michael Burry replied, “Because he’s just like me! That’s how I was.”
Michael Burry 博士回答说：“因为他和我一样！我就是这样。”
Their son’s application to several kindergartens met with quick rejections, unaccompanied by explanations. Pressed, one of the schools told Burry that his son suffered from inadequate gross and fine motor skills. “He had apparently scored very low on tests involving art and scissor use,” said Burry. “Big deal, I thought. I still draw like a four-year-old, and I hate art.” To silence his wife, however, he agreed to have their son tested. “It would just prove he’s a smart kid, an ‘absentminded genius.’”
他们的儿子向几所幼儿园提出的申请很快就遭到拒绝，而且没有任何解释。迫于压力，其中一所学校告诉伯里，他儿子的粗大和精细运动技能不足。“他在涉及美术和剪刀使用的测试中显然得分很低，”伯里说。“有什么大不了的，我想。我仍然像四岁的孩子一样画画，而且我讨厌艺术。”然而，为了让他的妻子闭嘴，他同意让他们的儿子接受检测。“这只会证明他是一个聪明的孩子，一个‘心不在焉的天才’。”
Instead, the tests administered by a child psychologist proved that their child had Asperger’s syndrome. A classic case, she said, and recommended that he be pulled from the mainstream and sent to a special school. And Dr. Michael Burry was dumbstruck: he recalled Asperger’s from med school, but vaguely. His wife now handed him the stack of books she had accumulated on autism and related disorders. On top were The Complete Guide to Asperger’s Syndrome, by a clinical psychologist named Tony Attwood, and Attwood’s Asperger’s Syndrome: A Guide for Parents and Professionals.
相反，儿童心理学家进行的测试证明他们的孩子患有阿斯伯格综合症。她说，这是一个经典案例，并建议将他从主流中拉出来，送到一所特殊学校。Michael Burry 博士目瞪口呆：他回忆起医学院的阿斯伯格综合症，但模模糊糊。他的妻子现在递给他一堆她积累的关于自闭症和相关疾病的书。最重要的是临床心理学家托尼·阿特伍德 (Tony Attwood) 撰写的《阿斯伯格综合症完整指南》和阿特伍德的《阿斯伯格综合症：父母和专业人士指南》。
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“Marked impairment in the use of multiple non-verbal behaviors such as eye-to-eye gaze . . . ” Check. “Failure to develop peer relationships . . . ” Check. “A lack of spontaneous seeking to share enjoyment, interests, or achievements with other people . . . ” Check. “Difficulty reading the social/emotional messages in someone’s eyes . . . ” Check. “A faulty emotion regulation or control mechanism for expressing anger . . . ” Check. “One of the reasons why computers are so appealing is not only that you do not have to talk or socialize with them, but that they are logical, consistent and not prone to moods. Thus they are an ideal interest for the person with Asperger’s Syndrome . . . ” Check. “Many people have a hobby. . . . The difference between the normal range and the eccentricity observed in Asperger’s Syndrome is that these pursuits are often solitary, idiosyncratic and dominate the person’s time and conversation.” Check . . . Check . . .Check.
“在使用多种非语言行为（例如眼对眼注视）方面存在明显障碍。. . “ 符合。“未能发展同伴关系。. . “ 符合。“缺乏自发地寻求与他人分享快乐、兴趣或成就。. . “ 符合。“很难读懂某人眼中的社交/情感信息。. . “ 符合。“表达愤怒的错误情绪调节或控制机制。. . “ 符合。“计算机如此吸引人的一个原因不仅在于你不必与它们交谈或社交，而且它们逻辑性强、前后一致且不易情绪化。因此，它们是阿斯伯格综合症患者的理想兴趣。. . “ 符合。“很多人都有爱好。. . .在阿斯伯格综合症中观察到的正常范围和怪癖之间的区别在于，这些追求往往是孤独的、怪异的，并且占据了人的时间和谈话。”符合 。. .符合 。. 。符合。
After a few pages, Michael Burry realized that he was no longer reading about his son but about himself. “How many people can pick up a book and find an instruction manual for their life?” he said. “I hated reading a book telling me who I was. I thought I was different, but this was saying I was the same as other people. My wife and I were a typical Asperger’s couple, and we had an Asperger’s son.” His glass eye no longer explained anything; the wonder is that it ever had. How did a glass eye explain, in a competitive swimmer, a pathological fear of deep water—the terror of not knowing what lurked beneath him? How did it explain a childhood passion for washing money? He’d take dollar bills and wash them, dry them off with a towel, press them between the pages of books, and then stack books on top of those books—all so he might have money that looked “new.” “All of a sudden I’ve become this caricature,” said Burry. “I’ve always been able to study up on something and ace something really fast. I thought it was all something special about me. Now it’s like ‘Oh, a lot of Asperger’s people can do that.’ Now I was explained by a disorder.”
翻了几页后，迈克尔·伯里意识到他读的不再是关于他儿子的，而是关于他自己的。“有多少人可以拿起一本书，找到他们生活的指导手册？”他说。“我讨厌读一本告诉我我是谁的书。我以为我与众不同，但这是在说我和其他人一样。我和我的妻子是典型的阿斯伯格夫妇，我们有一个阿斯伯格的儿子。”他的玻璃眼睛不再解释任何事情；奇迹是它曾经有过。玻璃眼球如何解释竞技游泳运动员对深水的病态恐惧——不知道水下潜藏着什么的恐惧？它如何解释童年对洗钱的热情？他会把美元钞票洗干净，用毛巾擦干，把它们压在书页之间，然后把书叠在书上——所有这些都是为了让他的钱看起来“新”。“突然之间，我变成了这个漫画人物，”巴里说。“我总是能够研究一些东西并非常快地获得一些东西。我认为这对我来说很特别。现在就像‘哦，很多阿斯伯格综合症患者都能做到这一点。’现在我被解释为一种疾病。”
He resisted the news. He had a gift for finding and analyzing information on the subjects that interested him intensely. He always had been intensely interested in himself. Now, at the age of 35, he’d been handed this new piece of information about himself—and his first reaction to it was to wish he hadn’t been given it. “My first thought was that a lot of people must have this and don’t know it,” he said. “And I wondered, Is this really a good thing for me to know at this point? Why is it good for me to know this about myself?”
他抵制这个消息。他有一种天赋，可以寻找和分析有关他强烈感兴趣的主题的信息。他一直对自己非常感兴趣。现在，在 35 岁的时候，他得到了这条关于他自己的新信息——他对此的第一反应是希望自己没有得到它。“我的第一个想法是，很多人一定有这个但不知道，”他说。“我想知道，这对我来说真的是一件好事吗？为什么了解自己对我有好处？”
He went and found his own psychologist to help him sort out the effect of his syndrome on his wife and children. His work life, however, remained uninformed by the new information. He didn’t alter the way he made investment decisions, for instance, or the way he communicated with his investors. He didn’t let his investors know of his disorder. “I didn’t feel it was a material fact that had to be disclosed,” he said. “It wasn’t a change. I wasn’t diagnosed with something new. It’s something I’d always had.” On the other hand, it explained an awful lot about what he did for a living, and how he did it: his obsessive acquisition of hard facts, his insistence on logic, his ability to plow quickly through reams of tedious financial statements. People with Asperger’s couldn’t control what they were interested in. It was a stroke of luck that his special interest was financial markets and not, say, collecting lawn-mower catalogues. When he thought of it that way, he realized that complex modern financial markets were as good as designed to reward a person with Asperger’s who took an interest in them. “Only someone who has Asperger’s would read a subprime-mortgage-bond prospectus,” he said.
他去找了自己的心理医生，帮助他理清综合症对妻子和孩子的影响。然而，他的工作生活仍然没有受到新信息的影响。例如，他没有改变自己做出投资决策的方式，也没有改变与投资者沟通的方式。他没有让他的投资者知道他的病症。“我不认为这是必须披露的重要事实，”他说。“这不是改变。我没有被诊断出患有新疾病。这是我一直拥有的东西。”另一方面，这也很好地解释了他的谋生方式，以及他是如何做到的：他对确凿事实的痴迷，他对逻辑的坚持，以及他快速浏览大量繁琐财务报表的能力。阿斯伯格综合症患者无法控制自己对什么感兴趣。幸运的是，他的特殊兴趣是金融市场，而不是收集割草机目录之类的东西。当他这样想时，他意识到复杂的现代金融市场就像设计来奖励对它们感兴趣的阿斯伯格综合症患者一样好。“只有患有阿斯伯格综合症的人才会阅读次级抵押贷款债券的招股说明书，”他说。
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forcode：到了接近40岁的年纪，有了一定本金积累和人生阅历的情况下，要想跟同龄人把身家再拉开一个数量级，靠勤奋或聪明都很难，得靠抓住时机，用钱赚钱，正所谓“无财作力,少有斗智,既饶争时”，人一辈子能够经历的历史性大机会，一般就那么5-7次，每抓住一次大机遇，家庭财富就能实现一次跃迁，错过或者走错了，就被别人甩在后面。
点击阅读全文：中年人赚钱不是靠勤奋或聪明
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