KMI-30 Index: Key Financials of Top 20

BREAKING🚨: An ounce of silver is now worth more than a barrel of oil. This has only happened once before.

You can well imagine from the working below how the purchasing power of the salaried class has been destroyed over the last 4–5 years. Despite annual increments—which were rare in the private sector during this period due to economic difficulties faced by businesses—inflation and

PSX has affectively developed a reverse relationship with 'foreign corporates' activity - market rises with their selling.

Don’t try to set a market level for your decision making through a valuation process. Valuation is something the market adjusts once the macro environment changes—otherwise parameters get stretched easily. It is time to remain in equities, though, it may seem heavy.

from Valuation Section of IPO Prospectus of BLUE-EX Ltd Prospectus. Comparison is being made with Secure Logistics (SLGL) - the only other logistics company listed on PSX. In key parameters SLGL seems cheaper. Blue-Ex listing may be a boost to SLGL. https://t.co/XNN7z8VcXQ

first by inflation and now by drastically reduced return on small savings. This action of cutting interest rates will inflate asset prices and will make doing business will difficult.

This cut confirms that Pak interest rates are not reflective of a functioning market. The 22% level the policy rates reached reflected breakdown conditions and now more than 10% drop from that level shows that Govt can get away with your money from both ends.

Today’s gold rally vs 1970

Not an oil analyst, but oil is pretty cheap here. The only downside risk at this point in time would be a huge recession. Absent that, you can't be short.

Pakistan seems to have moved to a very sweet spot after Op Sindoor. It always had China, then got a strategic defence pact with the Saudis, and now seems to have won over the Americans. This should really worry Delhi. https://t.co/pjkHu1mq9c

Amongst other gains made by Pakistan from #OperationSindoor, its geopolitical profile has risen spectacularly. In the once-in-a-century change underway in the world, the three Great Powers (America, China & Russia) which are shaping the world need geopolitical pivots: nations

Record levels of taxes High energy costs despite very low international crude oil prices No governmental reforms No structural changes for a better business environment Sustained corruption levels Unbridled government expenses No local bodies structure

While everyone’s betting on data centers and AI, Buffett’s betting on oil and patience. - Berkshire Hathaway has amassed a ~$400 billion cash position - It’s on the longest selling streak in its history - While leaning heavily into energy He’s seen this movie before... tech

Pakistan's EU GSP+ status faces no real threat—the EU relies heavily on our textiles due to market dynamics there. Yet, impressions are often created suggesting otherwise.

"Yes. The global monetary system is bifurcating into two different zones. On one side is the Chinese system, backed by gold, and on the other side is the U.S. system, backed by U.S. Treasuries in a digital wrapper. The Chinese are saying ‹trust our gold›. America is saying

The world is in serious trouble. Those who are supposed to lead it are themselves in the middle of an identity crisis.

This is called selling projections - assumes consistent cash dividends with close to 20% CAGR. https://t.co/GL0kf7bEoR

In group holdings you just get dividend and this year NML reduced its cash dividend.

This being limit-up speaks volumes for the market.!