SIP disaster awaits: Short story. Why the India #SIP investors will struggle to make money ? When everyone believes an investing story, it crowds out the asset values to the point that the assumption fails to work. SIP story was a retrospective analysis story. It has ruined the

#NVIDIA is now worth $5 Trillion. Gains 10% in 2 days. It is higher than mkt cap of all countries except US & China. Probably overpriced but still at PE of 60. It seems Jenson has to keep talking for $NVDA to stay on track.

Victor Davis Hanson: If You Think Trump Is a ‘King,’ Just Look in the Mirror Who’s more of a “king”: Donald Trump, who ran for election three times, won the popular vote, the Electoral College, and all the swing states in 2024, or Joe Biden, who was appointed by Democratic Party

#USA #Japan : If pictures could talk, this one speaks louder than words. That’s what natural alignment looks like. America & Japan can solve almost anything. Anything!

#LenskartIPO Promotors have realised by now that declaring “small profit” was a “big mistake”. Everyone shouts “High PE”. Investors have now developed a passion for “total loss making” companies. No PE calculation needed. Why ruin great #IPO story with nos that nobody wants?

#China treasury holdings for US $ peaked at $1.3 TN in 2010, stayed steady till 2016 & then have been declining steadily. China now holds just about $750 BN of US treasury bonds. Expect this to drop below $500 BN in near future. Dollar de-risk is underway within Asia. #FT

Hydrate. Hustle. GO! CELSIUS HYDRATION - The ultimate hydration for every move. CELSIUS. LIVE. FIT. GO!

India US #tradedeal My expectations - आज फिर दिल ने इक तमन्ना की आज फिर दिल को हम ने समझाया @AnchorDeepak_ says - आग का क्या है पल दो पल में लगती है बुझते बुझते एक ज़माना लगता है

Indian mainstream media has broadly cut out the contra market voices. Nearly all market commentators signal bullish sentiment, long term story, etc. I fail to understand - How will the #SIP investor benefit if markets peak in short term? Only sellers will benefit. Just How?

India markets: Short post #Diwali special Indian economy is very dependable and consistent growth story. It will continue to do well. But is your portfolio aligned to growth? You must avoid some mistakes to rise with India. Here they are - 1) Stick to your asset allocation

लॉन्ग टर्म के हिसाब से इन्वेस्टर्स अपना पोर्टफोलियो चेक करें... भारत उन छोटे देशों में नहीं हैं कि वो एक्सपोर्ट पर ही पूरी तरह निर्भर हो... लॉन्ग टर्म स्टोरी पॉजिटिव है : अनुराग सिंह, मैनेजिंग पार्टनर, Ansid Capital #AwaazAdda @vipinbhatt @anuragsingh_as #Bulls #StockMarket

#NobelPrize would soon realise that this diversification into “Peace” & other subjective categories was bad idea. It inserted politics into awards meant for scientific discoveries. Not sure if their science awards are political too. They’re certainly not credible for Economics.

#TCS Results: It is unfair to expect IT services firms to develop products. These were never product cos. They always served other co products. You valued these at PEs of #MSFT or #Meta. Why? Don’t expect a leopard to change its spots. It can’t. https://t.co/ZpaHjCu0l1

Keep a 70:30 portfolio with 30% in debt/FD in these times when markets are frothy/richly valued. Cash is good. Deploy in correction. Wait time is uncertain I have no way to value gold or bitcoin. But US/EU don’t buy gold. So it will eventually fall. Fools gold ?

#WATCH | "I advocate a 70:30 portfolio in India—70% equity, 30% debt—especially during market corrections. Current levels aren't 'mouthwatering,' but disciplined investors can still find opportunities," says Anurag Singh of AnsidCapital Full Interview: https://t.co/u0eIpNCGqk

Jenson said #Nvidia will pay $100K fee for “top talent” & Trump’s step is in the “right direction”. #H1b is not the top talent in most cases today. Real talent has been crowded out. Anyone who knows about the industry knows this well. You can believe whatever you like.