Planning for the second half of the year: attempting at applying Ray Dalio's Principles

The whole world is talking about last night’s presidential debate. But let’s stop watching other people’s car accident now.

As June comes to an end, it's hard to believe that nearly half of the year is already gone. Reflecting on the plans of my students, myself, and my daughter, I feel compelled to write something motivational. I recall a book I read some time ago, Principles: Life and Work by Ray Dalio.

Dalio discusses his principles as if he's presenting the ultimate truth, and while I am usually cautious of such definitive claims, his ideas are intriguing.

He outlines a 5-step process to achieve success in life and asserts boldly, "If you can do those five things well, you will almost certainly be successful." 

  1. Goals – Have a clear idea of your goal.
  2. Problems – Identify all the obstacles standing between you and your goal.
  3. Diagnosis – Diagnose the root causes of these problems.
  4. Design – Create a plan to solve these problems.
  5. Execution – Implement the plan, whatever it takes.

Repeat the process again and again until you reach your goal.

During the planning stage, Dalio emphasizes thoroughly thinking through potential problems and their solutions, and visualizing the entire journey from where you are to where you want to be, like writing a movie script for your life.

The more detailed your plan, the better. It's like a hero's journey, with a clear destination at one end and a series of challenges to be conquered at the other.

To avoid getting bogged down in specific tasks and forget your epic story, you should revisit your plan from time to time. Besides your daily grind, keep your eyes on the bright distant horizon.

I'm going to apply these steps in the second half of the year and see how far I can get with the goals I've set for myself. I hope you will do the same.

As we approach the second half of the year, if you feel the need to reconnect with your New Year Resolution, perhaps you can also try applying these steps to achieve your goals and see how far they can take you. By diligently following Dalio's 5-step process and keeping our eyes on the horizon, we can hopefully transform our aspirations into reality. Remember, your journey is your story—make it a great one.

Lessons from Sandra Bland: cultural wisdom with personal experience

Yesterday, I came upon a powerful documentary film, "Say Her Name: The Life and Death of Sandra Bland." This film documents the events surrounding Sandra Bland's death.

On July 10, 2015, Sandra Bland was pulled over by the police for failing to signal a lane change, a minor traffic violation. During the interaction, Bland lit a cigarette. The police officer asked her to put it out. Bland asserted her right, saying, "I'm in my own car, I have the freedom to smoke." The officer responded, "I am now ordering you to get out of the car and put out the cigarette." Bland resisted, "You don't have the right to do that."

The officer, feeling challenged and seemingly energized by a need to assert authority, forcibly dragged Bland out of her car. She was arrested and subjected to brutal treatment and humiliation. Three days later, the young woman was found dead in her jail cell, having committed suicide.

The tragedy of Bland's death is, of course, very sad and a profound loss for her family. Her encounter with a police officer reminds me of one of mine. Once, I was driving on a street with a 25 mph speed limit. A police officer stopped me, saying, “You are driving over 40 mph.” I knew it was useless to argue with him, so I apologized profusely and explained how I was in a hurry to get my daughter to school, worried about being late for work and upsetting my boss, etc.

The kind police officer let me go with a gentle reminder to my daughter, “Young lady, make sure your mom leaves home earlier next time.” Phew, I just avoided another heavy fine! This is not the first time that I salvaged myself from the claws of law enforcement.

There is a Chinese saying, "吃软不吃硬" (chī ruǎn bù chī yìng), which means people respond better to gentle persuasion than to force. It's easier to disarm a fist with a smile than with a stronger fist.

It also reminds me of Aesop's fable, "The North Wind and the Sun." The two compete to see who can remove the clothes from a traveler. The harder the Wind blows, the tighter the traveler clings to his clothes. The Sun, on the other hand, succeeds by radiating warmth.

Both Chinese saying and Aesop's fable teach us that gentleness can often achieve better results than force or direct confrontation.

Sometimes, individuals are powerless and helpless. Therefore, when facing law enforcement officers, some of whom might be biased, perhaps the best self-defense mechanism is following Chinese wisdom and Aesop's Sun.

In reflecting on Sandra Bland's tragic story and my own experience, it's clear that the way we interact with authority figures can even have life-or-death consequence. While Bland’s encounter ended in a heart-wrenching tragedy, my own story shows how humility and understanding can sometimes defuse tension and save your skins.

In a world where we may sometimes feel powerless and out of our control, these stories remind us of the wisdom and strength in choosing empathy and patience. By adopting these approaches, we can hopefully resolve conflicts peacefully.

Finally, whether we draw from cultural wisdom or personal experience, the one take-home message is: the way we choose to respond to adversity and confrontation can make a world of difference.

Cultural contrasts in attire: Korean and Chinese perspectives

Walking through Alley Pond, I often encounter groups of Asian women, and their attire often reveals their cultural backgrounds. Korean women, distinguished by their brand-name activewear and sporty shoes, exude an air of casual elegance rather than intense and serious physical activity. Their leisurely strolls and animated conversations resemble social gatherings more than sweaty exercise routines.

This observation led me to inquire about Korean cultural norms from my student. She chuckled and explained that in Korean culture, appearance matters even during physical activities. Whether it's a morning walk or a round of golf, Koreans value well-coordinated outfits as a means to maintain a polished appearance. They pay attention to what they wear and how they look even at home.

This emphasis extends beyond personal preference; it seems like a societal expectation, influencing how individuals present themselves in various settings. For instance, she told me, gifting an expensive jumper jacket to parents is not merely a gesture of affection but also a status symbol to be flaunted among peers. Like her parents would show off the jacket, saying "See my daughter bought it for me."

In contrast, Chinese cultural attitudes diverge significantly. Chinese women, especially 中国大妈 (Zhōngguó dàmā) Chinese Aunties, often value practicality over fashion, opting for functional attire even during exercise. Their brisk walks and focused conversations exude no-nonsense seriousness and pragmatism, emphasizing efficiency over outward appearance, substance over style, like telling people around "Here I come. Move out of my way." They'd rather indulge in culinary delights than luxury apparel.

Reflecting on these cultural disparities, I've gained a deeper appreciation for how societal norms and expectations shape everyday behaviors and even clothes. Beyond aesthetics, these choices embody broader cultural values of self-presentation and social interaction. We see a rich diversity within Asian cultures, which challenges stereotypes about appearance and consumerism across all Asians.

In conclusion, these encounters help broaden my cultural understanding and appreciation of the beauty of diversity in human appearances and expression.

Finding courage, strength and joy in the stormy middle stage

Last Sunday evening's meeting with my Korean student left me rather worrisome. She shared with me what happened during the week.

First, her father went to the emergency room for pneumonia on top of his Parkinson's disease. She had planned to have her parents over for the summer, but now she has to cancel the trip and the air tickets.

Second, her husband's contract job will end next month, and he will be unemployed if he can't find another job soon. It's a big burden on her. She said, "Misfortunes never come singly," and wondered why life becomes so stressful as she turns 40.

I explained to her a saying in China about people at her age, 人到中年, 上有老, 下有小 (rén dào zhōngnián, shàng yǒu lǎo, xià yǒu xiǎo), meaning: when you reach middle age, you are caught in between dual responsibilities: caring for the elderly above and children below. The saying fully captures the challenges and pressures facing people in this stage of life.

In China, people in her situation have a few common worries. Number one is job security. People fear the loss of income for the whole family. The second thing on their worry list is divorce, as people tend to fight more when going gets tough. Third, they themselves succumb to some illness due to the stress and also their own body hormone changes.

I didn't share the worry list with her because she already has some bumpy moments in her marriage and is already facing her husband's impending job loss. They have many unhappy exchanges, which only adds to her stress.

I reminded her of two things. First, when she is burdened with the care of others, she must take good care of herself first. It is very important that she be strong and become the pillar and pacifier in her family so they can sail through the storm safely.

Second, I reminded her not to forget to enjoy life and find happiness whenever she can. 

Life is to be enjoyed, not merely endured. She should try to put things in perspective—life shall move on, this too shall pass. By focusing on enjoying her time with her children and finding moments of joy, she can find some comfort while navigating these bumpy roads.

By acknowledging her struggles and reminding her to prioritize self-care and find joy in the little moments, she can find it easier to face the pressures of middle age and emerge stronger, more resilient, and happier.

I wish someone had told me this when I was in her situation.

Understanding and balancing realities: life in America and China, a little comparison

Yesterday I talked to my youngest sister about life in America and in China. She thinks the job market is super competitive 内卷 (nèi juǎn, internal competition) in China and that life is a lot easier in America than in China. It really depends. There is no one-size-fits-all answer.

It is true that the job market in China is highly competitive, especially in urban areas like Beijing. Many young professionals feel immense pressure to perform and succeed. Beijing to China is more like America to the world.

In China, there is also some cultural bias against taking low-end service jobs for college graduates, such as restaurant workers, janitors, lawn care, security guards, delivery persons, baristas, or any unskilled job or even blue-collar workers. I don't think my sister's son would take any of these jobs.

On the other hand, there are some bright sides to living in Beijing, especially if you have financial and emotional support. Take my first sister’s son for example. He lives in Beijing now, in an apartment given to him by his parents who also pay the HOA and utilities fees. He only needs to take care of his food and spare money. There’s no danger of his becoming homeless. This kind of support alleviates huge financial burdens, so the young man can chase his dreams, travel, and enjoy a stable living environment, relatively free from too much worry. Of course, his situation would be different if he didn't have this financial support.

Another support is emotional and psychological. Coming from a culture that emphasizes collectivity and togetherness, my nephew is not used to the American culture that emphasizes individualism and independence. He was in America for his bachelor’s degree and could not get over homesickness and his longing for his friends in China.

Many young people in America must take care of their own rent and utilities independently, which can be a substantial financial strain. The risk of homelessness is very real in America for those without a strong support network or sufficient income.

On the whole, life in America can be adventurous and opportunistic, offering numerous paths for personal ambitions and professional growth. However, it also comes with challenges such as high living costs and the need for specialized skills, along with a lack of support and safety nets that seem more prevalent.

Moreover, making a decent living in America entails both hard work and a willingness to learn and acquire hard skills. Many Chinese 小皇帝 (xiǎo huángdì, little emperors), the only child in their family, grow up in a very sheltered life and find themselves not prepared for the challenges of living in America.

One section that stands out in the U.S. is its education system. The Chinese one is highly competitive from an early age, with a single focus on academic achievements, leading to entrance exams for prestigious schools and universities.

The American K-12 public school system is generally less competitive and more relaxed compared to China, so children can enjoy their childhood in a less stressful environment. On another side, Chinese parents are not as worried about mass shootings in China as the American parents are. Safety is a real concern in America.

I hope people can recognize that both countries have their unique sets of advantages and challenges. If we idealize life in America without understanding and preparing for the potential difficulties, we set ourselves up for unrealistic expectations and disappointments.

Conversely, appreciating the strengths and acknowledging the weaknesses of both systems can lead to a more balanced and informed perspective.

By understanding and respecting the differences and similarities between life in America and China, we can make more informed decisions about where and how we want to live.