Mohit J @mohitjandwani

Alpha Research | Between SF & Dubai, Engineer in Finance, Get better every day mohitjandwani.com Dubai Joined December 2010

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Mohit J @mohitjandwani

4 days ago

Investing is easy. You just have to be faster and better than a million other assholes whose only job is to be faster and better than you.

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Rate cuts into a weak dollar should be a bull move. Weak dollar means investors will think twice before closing the yen carry trade. More expected liquidity will push it higher. As always it could be dump into rate cuts liquidate people then up.

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Mohit J @mohitjandwani

3 weeks ago

The reason this won’t become national news is because the killer is white. They didn’t even publish his photo while they do it for black people.

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Mohit J @mohitjandwani

3 weeks ago

Here’s all the GPU neoclouds public right now with their SemiAnalaysis Rating. Which would you invest it in? Will reveal what I am investing in if 5 people reply.

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Mohit J @mohitjandwani

3 weeks ago

There are four stacks to the AI bubble 1. Energy providers 2. GPU providers 3. Model Providers 4. App Providers Google is all of them and probably the safest bet in the AI bubble

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Mohit J @mohitjandwani

3 weeks ago

Me when I keep delaying buying $NBIS and it goes up 50% in one day

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Mohit J @mohitjandwani

3 weeks ago

Remember folks next Triple Witching day is 19th september. I suspect we might see a tiny crash. Nothing to really worried about. Just selling a few risky bets before that. The 4th Quarter of the year is going to be such a great time.

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Mohit J @mohitjandwani

3 weeks ago

If the US stops giving out H1B visas, how much money would it’s universities lose ? Most people come to US to study and eventually get a Job in US or Canada. But mostly US. I would suspect if things get really hard we are going to see atleast 30% of these students evaporate…

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Mohit J @mohitjandwani

3 weeks ago

US, China, India, Russia - it’s all just politicians and large companies sucking off each other while actual people get just enough handouts to not revolt

Alex Jones @RealAlexJones

4 weeks ago

US, China, India, Russia - it’s all just politicians and large companies sucking off each other while actual people get just enough handouts to not revolt

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Mohit J @mohitjandwani

4 weeks ago

Bookmark this: The real fear of US is people dumping US treasuries. This is why India is being singled out. The other big fear is not having any manufacturing base in the US when people lose faith in USD and it falls against their currencies. Every year it gets harder to…

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Mohit J @mohitjandwani

4 weeks ago

Of the top 10 things I have realized a person needs to survive, the most unexpected is a good nail cutter/filer. It comes right below a mattress.

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Mohit J @mohitjandwani

4 weeks ago

Some things are only obvious in the very long term. Below GOLD, SPX & BTC weighted by M2 money supply Guess which one is which. Comment below 👇

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Mohit J @mohitjandwani

4 weeks ago

how are all these people getting rich with memecoins?

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Mohit J @mohitjandwani

4 weeks ago

Hear me out: Basis trade but with spot and prediction markets. Is anyone doing this?

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Mohit J @mohitjandwani

a month ago

Most people don’t realise soon jobs are going to be lottery. Most of the time you make living wages, save a little but every once in a while you know a friend or a colleague get rich by being in the right place right time.