Aditya Sood @soodaditya
Founder Vishuddha Capital / Fund Manager InCred Mumbai, Maharashtra Joined June 2009-
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The Buffett Indicator just hit 217%. That’s 69% above trend. Every time in history we’ve been this stretched… the crash came fast.
The Gold Price is Wrong Gold is actually cheap relative to the global currency fiat money supply. And the setup for much higher prices is staring us in the face. At $3,600, everyone knows that gold is at nominal all-time highs. But relative to M2, it’s well below historical…
Moody's on a US recession: The probability of a recession within the next 12 months jumped to 48% in August, the highest since the 2020 pandemic. This is according to Moody’s Analytics’ leading economic indicator, which uses extensive economic data and a machine learning model.…
⚠️US hiring rate is at CRISIS levels: The US hiring rate sits at just 3.3%, one of the lowest readings since the 2020 crisis. Over the last 25 years, each time the hiring rate was this low, the US economy was already in a RECESSION. The US job market is weak.
Lennar, America's 2nd largest builder, has cut their average selling price 22% from the pandemic peak. And their most recent quarter's net sales prices is now lower than pre-pandemic. This is where the U.S. Housing Market is heading in 2026.
‼️US freight shipments are COLLAPSING: The Cass Freight Index, a key measure of freight volumes, hit its lowest since the FINANCIAL CRISIS, excluding 2020. This signals weakening demand for shipping and goods movement, and a slower economy. Is the US economy in a recession?
India just spent Rs 76,000 Cr to make its FIRST semiconductor chip But Taiwan made the SAME chip 10 years ago! Everyone's celebrating while industry insiders are confused So why are we pouring billions into "outdated" technology? Here's what's really happening 1/11
Japan is much closer to a debt crisis than people realize. On one hand, it needs to keep rates low to avoid public finances from exploding. On the other, if it keeps rates low, the Yen goes into another devaluation spiral. Japan is backed into a corner... robinjbrooks.substack.com/p/japans-debt-…
Chilean equities appear to be on the cusp of a potentially significant move, in my opinion. Think of Chile as the Saudi Arabia of copper — its production is central to the world. More importantly: Notice how copper miners seem to be leading the charge, pointing toward what…
Over 7.5 GwH of battery projects are currently under construction across different states in India. They need to be accelerated rapidly. Otherwise we will forever be import dependent . India will be requiring 37 GWh of BESS capacity by 2027, and 236 GWh by 2031-32 as per National…
In a recent interview with @ETNOWlive , Aditya Sood shares his market outlook, highlighting how a disciplined approach to earnings-driven investing and selective sector bets can unlock strong long-term potential. He explains why value often emerges after initial market…
BREAKING: The US Labor Department revises -911,000 jobs out of the data reported in the 12 months ending March 2025. The US job market is far weaker than initially reported.
This is another BLS scandal, and Trump was absolutely right to fire the BLS commissioner. What this means: 1). There was virtually no job creation in the last year of the Biden admin. 2). The Fed should have started cutting in February.
This is another BLS scandal, and Trump was absolutely right to fire the BLS commissioner. What this means: 1). There was virtually no job creation in the last year of the Biden admin. 2). The Fed should have started cutting in February. https://t.co/TPsf70CZ4e
Tariffs were pitched as the fix for America’s trade deficit. Instead… First 7 months of 2024: –$500 billion deficit. First 7 months of 2025: –$654 billion deficit. +31% YoY 🚨 Record high. Video: youtube.com/watch?v=y-XQbm…
Nifty to Gold Ratio is the most oversold in 5 years and each time this has happened in the past, Nifty average return has been +125% over the next 28 months! Read on to know more... #NiftyPathfinder by Rahul Sharma, JM Financial

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