Apple event is being watched by 3 million people on YouTube.
Assuming 500KB/s video size, Google is egressing 1.5TB/s for just this one video!
If you think about delivering this video via AWS, it'll cost you about $150 every single second of video playback!
1. Should I happy about 7.8% GDP growth or sad about
negative returns from the stock market in last 1 year?
2. Should I be happy about 1% inflation or sad about rupee hitting all time lows?
3. Should I be happy about the bid for 2036 Olympics or sad about crumbling…
#Google trends is good contra indicator for market tops and bottoms
The hunt for #Multibaggers & #MutualFunds peaked in 2022/2024 while bottomed in 2020/2023
Search for #SIP Peaked in Aug 24
As the search drops down further in coming months, it would be good time to hunt for…
Every few years, the world reminds us of our place. A threat here, a tariff there. But the message is the same: stay in your lane, India.
Global powers will always bully us, unless we take our destiny in our own hands. And the only way to do that is if we collectively decide to…
Coming Soon: Empowered Indian – MPLADS Dashboard
Track ₹89,000+ crore worth of MP funds.
See who’s spending, who’s stalling, and what’s getting built.
73,000+ works still pending.
Just 19.3% of funds utilized.
I’m putting final touches on it launching very soon!
Stay tuned.…
Reports of Donald Trump negotiating a ceasefire between me and @MichaelVaughan are BASELESS and UNTRUE. The social media war will continue. Thank you for your attention to this matter. #ENGvIND
Sagility India derives 100% of its revenue from USA.
Trump imposes 25% tariff on India.
Stock is up 10% today.
Efficient Market Hypothesis doesn't teach you this..
Thought experiment
India exports to USA are 2 pct odd of GDP. If they fall 10 pct, India loses 0.2 pct
Gdp growth is 6 pct odd. So to recover 0.2 pct should take 12 days.
Can recover to pre tariff levels by working on Saturdays and Sundays for 6 weeks.
Get on it, boys and…
Indians wealth data as per Bernstein.
There are 205 people with wealth over $1 billion (Rs 8700 crores). These are billionaires in the country.
There are 86,000 people with wealth over $10 million (Rs 87 crores). These are Uber rich people in the country.
Top 1% of Indian…
Equity Mutual Fund inflow is such a great contra indicator for mkt returns. The MF flows rise after every great year & fall after every flat or negative year.
Last year great - Inflows
Last year poor - Outflows
Most #MF investors see the last 1 year returns.
That's it.
India Macro dashboard is out, let's have a look at what the indicator are telling us.
1.Naukri job index has ticked up Y-o-Y 11% and M-o-M, this jump has come from an increased interest in fresher hirings this month.
2. Vehicle registrations for four wheelers and two wheelers…
The lack of short selling in Indian markets is causing potential market distortions.
Unless we make shorting of stocks easy in the Indian markets, price discovery will be impaired. India has been a structurally long-only market with almost no shorting activity, because borrowing…
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