Ritesh Jain
@riteshmjn
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Founder- Pinetree, Nrizen. A macro trend Watcher, Strategic advisor
Calgary, Alberta
Joined December 2013
My view on US if President Trump wins the elections. A trump win will be America first policy which will accelerate deglobalisation. It will push more countries to take care of their own security as US military umbrella will not be freely available. A trump presidency will be a.
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Yup…
Don’t be shy … this is a new normal. In this “Brave new world” there are no permanent enemies neither permanent friends.
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"Oil & natural gas (-41% since March) are priced for Russia/Ukraine peace; but Trump geopolitics aims for lower energy prices for US consumer" and should US and Russia cooperate in "Race for arctic" to monopolize cheaper/safer Northern Sea Route shipping lanes and exploit 15% of.
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RT @Geo_papic: The Alaska Summit was a success. But most establishment commentators are panning it because they don't like the fact that Pu….
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Disruption = Debasement: the US administration”s need for a ‘25/’26 boom and bubble is now seen.as the easiest path to reverse path of US debt & deficit trends, explains why a secular US dollar bear.is a clean investment theme into 2026 (and beyond), and why global investors.
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The rotation will be epic.
At $4.5 trillion, Nvidia's market cap is now $1.5 trillion higher than all of the stocks in the Russell 2000 combined.
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As I had mentioned …. The baton is getting passed on. with a Britain taking the lead. US Treasury secy has read the riot act to President Trump…. Wind down your own involvement in Ukraine war otherwise Bond market will revolt…. Hence passing on this baton to Europe.
Russia has resource potential of $70Trillion as per World bank. US has crushing debt levels and it has done more than enough to carry the burden of colonial Europe on its shoulder as head of NATO. When we take into account that President Putin was representing the interest of.
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Don’t be shy … this is a new normal. In this “Brave new world” there are no permanent enemies neither permanent friends.
And just like that … border dispute in rear view mirror as a precondition to invest in India. India will not allow Chinese money in Fintech ( which is used for indebting households) but will all Chinese FDI in India through a JV.( snippet from NDTV)
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Chart of the week: . This is really . Zindagi na milegi Dobara chart. Incremental retail lending in India over last 6 yrs .=75% .of the lending between HH and Industries. ( via systematix)
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RT @zoomyzoomm: Why AI is a house of cards:. 1. You pay $200 a year for an AI app (like Cursor). 2. Cursor pays OpenAI $500 for API token….
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RT @defense_civil25: 🚨Update: The White House has informed the Ukrainian delegation that Zelensky MUST wear a suit or there will be no meet….
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Common prosperity. You are rich … you can pay with higher tax. You are poor. you don’t need to pay for it. Now the new direct tax slabs truly make a difference.
🚨 CONFIRMED! New GST slabs under Next-Gen Reforms. — Essentials: 5%.— Electronics & appliances: 18%.— Luxury & sin goods: under 40%. — Source: BJP's official handle (X).
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RT @TiceRichard: BOND MARKET ALERT . 30 yr cost of UK Govt debt soaring. Despite 5 base rate cuts by BofE. This should not be happening. I’….
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RT @REDBOXINDIA: PIYUSH GOYAL: INDIA’S ELECTRONICS EXPORTS JUMP 47% IN Q1 FY26; PRODUCTION SOARS FROM $31B TO $133B IN A DECADE, NOW 300+ M….
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Russia has resource potential of $70Trillion as per World bank. US has crushing debt levels and it has done more than enough to carry the burden of colonial Europe on its shoulder as head of NATO. When we take into account that President Putin was representing the interest of.
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India need to offer a “neutral reserve asset” I.e GOLD like what China offers to its trading partners through Shanghai metal exchange .( for example if Saudis have a net trade surplus with China then the excess renminbi with Saudi can be converted into physical gold at Shanghai.
This might work with small countries but it is a symbolic move.we need to offer a “neutral reserve asset” I.e GOLD like what China offers to its trading partners. Our trading partners should be able to freely convert that INR in vostro account to buy GOLD and ship it back home.
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RT @ShanuMathew93: PJM's indp. market monitor warns PJM conditions are tight with the data center boom. Current supply can't meet demand, r….
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