No Perma @subjun_analyst

Financial services - quant indices, sell side equity, credit. Still learning the markets and trying to survive India Joined August 2025

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No Perma @subjun_analyst

2 weeks ago

This is the problem with the Indian news channel. They are mainly responsible for driving this culture of F&O...hours of productive time and money lost... 😔

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Danny Dayan @DannyDayan5

2 weeks ago

If you’re a bond holder , you are not going to generate real returns under almost any time horizon with this administration. This is dead money. I don’t get the complacency at all but that’s just me.

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One way or the other, the Fed is under complete control by May. That catastrophe is still not operational. Cutting rates now is like giving crack to a recovering addict. It is really important they don’t make this mistake.

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No Perma @subjun_analyst

2 weeks ago

What a flawed thought process.. Sigh 😞

Dr. Shah @ankitatIIMA

2 weeks ago

What a flawed thought process.. Sigh 😞

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Danny Dayan @DannyDayan5

2 weeks ago

I can trade it and make money but I don’t act like a 5 year old when I do. I move onto the next trade. But make no mistake you will see more doom from me because inflation is hurting people. If you don’t like that, unfollow me and there’s no hard feelings from my end.

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Capital Flows @Globalflows

2 weeks ago

Inflation swaps are rising on the day Just another policy error fueling the melt up in risk assets until long end rates blow out

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No Perma @subjun_analyst

2 weeks ago

Let's abandon the 2% inflation target. That's the message. Goal post change. Same story globally

*Walter Bloomberg @DeItaone

2 weeks ago

Let's abandon the 2% inflation target. That's the message. Goal post change. Same story globally

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No Perma @subjun_analyst

2 weeks ago

By turning dovish Fed chair Powell has made a big mistake. Financial conditions remain loose globally. While the risk assets might get euphoric in the short term, when the party ends (which it will) it will be humbling. TBD

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Marko Kolanovic @markoinny

2 weeks ago

I would fade. Valuations, concentration, and overall macro picture do not depend on plus / minus 1 fed cut.

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Danny Dayan @DannyDayan5

2 weeks ago

Wrong on Powell today. Policy mistake.

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Danny Dayan @DannyDayan5

3 weeks ago

They need to hike very soon before this runs away from them. PPI and inflation expectations both lead CPI. Prices paid are still rising. Tariffs coming in gradually and will unanchor expectations further. Just remember that I was the crazy person who said this months ago

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No Perma @subjun_analyst

3 weeks ago

When there is no reason to buy stonks, it simply means you are moving to the extreme end of risk curve and it's FOMO driving your decision. Beg to differ with the editor's analysis because it's not an analysis at all instagram.com/reel/DNkiJYihO…

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No Perma @subjun_analyst

3 weeks ago

Might be over reading... But I am increasingly feeling that the India government is slowly giving up on manufacturing dreams and is going the old way of pushing the consumption amid stagnant wages. Non enthusiastic private sector + missing govt spending. Not good..TBD

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No Perma @subjun_analyst

3 weeks ago

Just shitposting... Indian equity investors who are very 'long term' focused waiting with bated breath to achieve FIRE on Monday itself...Sometime wonder how obsessed we are with levels every day..jeez #Nifty50 #bse

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Danny Dayan @DannyDayan5

4 weeks ago

Believe it or not, I don't blame Trump for the tariff mess. Every President has ideas, some are good some are bad. I blame his economic team for acting like teenage cheerleaders rather than informing him that the policies are bad. They were hired for advice and failing him.

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No Perma @subjun_analyst

3 weeks ago

A legitimate fear - Despite the expected GST reform, corporates would not possibly reduce the prices. Likely they bump the prices to be neutral to current prices... benefit goes to corporates and consumers would not benefit...good for markets not so much for common person

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No Perma @subjun_analyst

3 weeks ago

The only trouble with Indian equity markets is the valuations and chest thumping by naive anchors on any issues and daily bhajan of SIPs. Result - common investors become the conduit of wealth transfer to promoters and private equity, ROCs of common investors will suffer...