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Arvind Sachdeva @asachdeva13D

Macro-strategy and global market trends 13d.com Joined November 2012
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Arvind Sachdeva retweeted
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13D Research & Strategy @WhatILearnedTW

4 months ago

13D Research & Strategy is delighted to present a client only webinar with Michael Hudson, Founder, Director and President & CEO of Southern Cross Gold Consolidated Ltd, to be hosted by 13D Research & Strategy's Senior Managing Director, Jay A. Sellick, on Thursday May 8, 2025,…

Arvind Sachdeva retweeted
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13D Research & Strategy @WhatILearnedTW

5 months ago

We have been keeping a watchful eye on copper and copper miners in recent issues of What Are the Markets Telling Us? (WATMTU). Long-term copper monthly chart is moving higher from the breakout area. Copper is up 2.3% in Tuesday trading. Long-term, copper miners (COPX) look…

Arvind Sachdeva retweeted
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13D Research & Strategy @WhatILearnedTW

9 months ago

In Friday’s webinar The Investment Case for Copper and Foran Mining, 13D's Senior Managing Director, @JaySellick1 walked through the macro case behind our copper theme, and how we see the theme developing over the next several years. Clients can view the full webinar and…

Arvind Sachdeva retweeted
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Debra Robinson @DebraG_Robins

5 years ago

Kiril Sokoloff: "This is a bull market in Gold, you buy and hold, and if price dips, you buy some more. This is the mindset that has to change, and one of these days it will".

Arvind Sachdeva retweeted
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Luke Gromen @LukeGromen

5 years ago

The always-brilliant @RaoulGMI & the incomparable Kiril Sokoloff discussing gold on @RealVision. Kiril says "the gold bull market is only in the 4th inning." Another terrific conversation between these two gentlemen:

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Real Vision @RealVision

5 years ago

The always-brilliant @RaoulGMI & the incomparable Kiril Sokoloff discussing gold on @RealVision. Kiril says "the gold bull market is only in the 4th inning." Another terrific conversation between these two gentlemen:

Arvind Sachdeva retweeted
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13D Research & Strategy @WhatILearnedTW

5 years ago

Kiril Sokoloff: “I think we’re at the beginning of a long-term period of deflation, falling prices and the loss of pricing power. The only way out of it will be to have a long period of austerity, and to get the US savings rate up dramatically.” ft.com/content/b8639a…

Arvind Sachdeva retweeted
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Luke Gromen @LukeGromen

6 years ago

What Powell is addressing is at its core a US Balance of Payments crisis brought forward by coronavirus. #GotGold?

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Cate Long @cate_long

6 years ago

What Powell is addressing is at its core a US Balance of Payments crisis brought forward by coronavirus. #GotGold?

Arvind Sachdeva retweeted
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Luke Gromen @LukeGromen

6 years ago

Coronavirus meant the Fed faced a choice: Banking system collapse or USD devaluation. It appears they just chose the latter. FFTT-LLC.com

Arvind Sachdeva retweeted
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13D Research & Strategy @WhatILearnedTW

6 years ago

Kiril Sokoloff, founder of 13D Global Strategy & Research: “What we’re about to see is a backlash against the second gilded era, and it will have a massive impact on the world — and the markets.” @RanaForoohar ft.com/content/fd1302…

Arvind Sachdeva retweeted
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13D Research & Strategy @WhatILearnedTW

6 years ago

"We've had a secular peak for the last year of the decade for every cycle...'29, '69 in equities, '79 in commodities, '89 in Japan, '99 in tech. So everything is falling into place here." Our latest with @RaoulGMI @RealVision bit.ly/2LSChlM

Arvind Sachdeva retweeted
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13D Research & Strategy @WhatILearnedTW

6 years ago

"I come back to...what asset class is the most undervalued in the world?" Kiril Sokoloff sits down with @RaoulGMI to discuss the market's biggest question: Is a recession coming? @RealVision bit.ly/2SUWxnp

Arvind Sachdeva retweeted
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Real Vision @RealVision

6 years ago

What lies ahead, and how can smart investor position themselves? We can think of few people better able to answer those questions than Kiril Sokoloff, so of course, @RaoulGMI sat down with him for Recession Watch... Available to watch right now: rvtv.io/2MiNfR5

Arvind Sachdeva retweeted
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13D Research & Strategy @WhatILearnedTW

6 years ago

Stan Druckenmiller: “When the Trump tweet went out, I went from 93% invested to net flat, and bought a bunch of Treasuries. Not because I’m trying to make money, I just don’t want to play in this environment.” bloomberg.com/amp/news/artic…

Arvind Sachdeva retweeted
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13D Research & Strategy @WhatILearnedTW

6 years ago

“For the last four decades, wealth has moved from poor to rich, and young to old. Now, it’s going the other way. Massive portfolio shifts will be called for (hint: blue-chips could become the new subprime).” Our latest from @damariscolhoun latest.13d.com/baby-boomers-m…

Arvind Sachdeva retweeted
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Luke Gromen @LukeGromen

7 years ago

From 1981-2014, foreign CB's financed 54% of US Federal deficits on avg via FX reserve accumulation. From 2015-18, foreign CB's financed <0% of US Federal deficits via FX reserve accumulation. This is a/THE key macro & geopolitical factor to watch. FFTT-LLC.com

Arvind Sachdeva retweeted
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Monica Ralli @monica_ralli

7 years ago

Well timed for international Women’s Day, looking forward to part two! @krmsokoloff

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13D Research & Strategy @WhatILearnedTW

7 years ago

Well timed for international Women’s Day, looking forward to part two! @krmsokoloff

Arvind Sachdeva retweeted
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The Hill @thehill

7 years ago

Air Canada flies all-female crew in honor of International Women's Day hill.cm/2ivoGjI

Arvind Sachdeva retweeted
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Trevor Noren @trevornoren

7 years ago

.@BofAML: "2019 is now the worst start to year for equity outflows since 2008" zerohedge.com/news/2019-03-0…

Arvind Sachdeva retweeted
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13D Research & Strategy @WhatILearnedTW

7 years ago

.@krmsokoloff on why the future of finance will be female: "By 2020, women are expected to hold 32% of total global wealth, roughly $72 trillion. And this number will continue to grow." #InternationalWomansDay medium.com/@13DResearch/t…

Arvind Sachdeva retweeted
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La nuit sera calme @NuitSeraCalme

7 years ago

"Bottom line gold stocks are selling at a 55% discount versus their operating cash flow margin." -@GarrettGoggin Good data on the miners youtu.be/l6NkGv5FleI

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