Kashyap @kashyap_286
Indian expat living the good life in Dubai | 9+ years in capital markets | Gold Bug | Energy Bull | Macro Expert | Rode $SOL from $11 to $220 | MBA - IIT Madras Joined October 2015-
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AI is going to be a convenient excuse for mass layoffs. Sure, developers are seeing productivity gains, but keep in mind that productivity gains have been the norm since the punch card era.
AI is going to be a convenient excuse for mass layoffs. Sure, developers are seeing productivity gains, but keep in mind that productivity gains have been the norm since the punch card era.
Bitcoin bugs used to say "unbank the banked". Now they cry for a bank bailout to keep the Ponzi afloat. If Trump couldn't run up the bitcoin price, nothing can. There are already dozens of projects that are superior to bitcoin; obscurity is just a matter of time.
Bitcoin bugs used to say "unbank the banked". Now they cry for a bank bailout to keep the Ponzi afloat. If Trump couldn't run up the bitcoin price, nothing can. There are already dozens of projects that are superior to bitcoin; obscurity is just a matter of time.
Live on the Holy Macro Show with @kashyap286 — we’re breaking down the cracks in the commodity story. What risks could derail our long positions in metals and mining? youtube.com/live/ubNtQSIfN…
Holy Macro Show: Cracks in the Commodity Story x.com/i/broadcasts/1…
The market truth Vanguard will never reveal: Indian women have been outperforming passive portfolios for generations.
The market truth Vanguard will never reveal: Indian women have been outperforming passive portfolios for generations.
Asset allocation drives returns. But what drives asset allocation? The macro! The Holy Macro Show, which @JasonP138 and I host every Friday at 10 am ET, is all about the macro. What macro regime are we in? How to identify that and use it to make allocation decisions? We…
Asset allocation drives returns. But what drives asset allocation? The macro! The Holy Macro Show, which @JasonP138 and I host every Friday at 10 am ET, is all about the macro. What macro regime are we in? How to identify that and use it to make allocation decisions? We…
I'm in my hometown at a local bar and the beer I just ordered is called 'British Empire'. Huh? Didn't the Indians kick the colonists out lock, stock and barrel? Well, the Brits and Indians intermingled for four centuries. And the Madras Presidency (my hometown was the…
Holy Macro: Bad Sentiment, Big Moves — Plus a Commodity Stock You’ll Like x.com/i/broadcasts/1…
10AM EST — Holy Macro Show with @kashyap286 and me. We’re breaking down: 📉 GDX shares outstanding at record lows 🤔 Sentiment in commodities at extremes 🔥 Coal stocks starting to move 📈 A commodity stock pick we think you’ll enjoy 👉 Join us live: youtube.com/live/aCTz7GDEJ…
- Orsted stock plummets after Trump blocks its wind project in the US. - $APO swoops in with an offer for its UK project, saving the company from a liquidity crisis. - US Court blocks Trump, reversing Orsted's doom, but the uncertainty costs Orsted and benefits Apollo. This is…
- Orsted stock plummets after Trump blocks its wind project in the US. - $APO swoops in with an offer for its UK project, saving the company from a liquidity crisis. - US Court blocks Trump, reversing Orsted's doom, but the uncertainty costs Orsted and benefits Apollo. This is…
Hedge fund manager David Einhorn is sounding the alarm on AI capex. "While he expects AI will ultimately surpass today’s bullish forecasts, he questioned whether “spending a trillion dollars a year or 500 billion a year” will deliver good outcomes for the firms making those…
The Masaponzi #Softbank is up almost 250% from its April lows. We are due for mean reversion if not a trend reversal.
Had a conversation with a bitcoiner friend today on the Bitcoin Core vs Knots issue. His example: if the mempool is a bus stop and the manager says passengers with more than 15 kgs in baggage won't be allowed in, the buses won't stop carrying those passengers - they will merely…
Had a conversation with a bitcoiner friend today on the Bitcoin Core vs Knots issue. His example: if the mempool is a bus stop and the manager says passengers with more than 15 kgs in baggage won't be allowed in, the buses won't stop carrying those passengers - they will merely…
Had a conversation with a bitcoiner friend today on the Bitcoin Core vs Knots issue. His example: if the mempool is a bus stop and the manager says passengers with more than 15 kgs in baggage won't be allowed in, the buses won't stop carrying those passengers - they will merely…
Had a conversation with a bitcoiner friend today on the Bitcoin Core vs Knots issue. His example: if the mempool is a bus stop and the manager says passengers with more than 15 kgs in baggage won't be allowed in, the buses won't stop carrying those passengers - they will merely…
Treasury yields are higher since September 2024, even though the Fed has cut rates by 125 bps. YTD, the dollar index has lost 10%. The double whammy of higher yields and a lower dollar is sinking foreign investors' appetite for US treasuries. Meanwhile, Trump's antics are…
"Stock prices have reached what looks like a permanently high plateau."
I made a post about James Cordier here. x.com/kashyap286/sta…
I made a post about James Cordier here. x.com/kashyap286/sta…
@kashyap286 The numbers might be hazy, but one thing's clear: prices are rising, and everything's at all time highs. What's the play? Stacking gold and silver might just be the move. Agree or disagree? #FederalReserve #GoldAndSilver
The leader of the neo-luddites @LukeDashjr blocked me for the below post. It's official: the #bitcoin bugs are having a meltdown, and it's not even Spooky October yet.
The leader of the neo-luddites @LukeDashjr blocked me for the below post. It's official: the #bitcoin bugs are having a meltdown, and it's not even Spooky October yet. https://t.co/7Yc6chGC5R
The Wall Street Journal @WSJ says $NVDA has too much cash. Let's fact check this statement. From Q2 financials: Cash, cash equivalents and marketable securities = $56.8 billion Working capital = $78 billion Free cash flow = ~$14-15 billion In 2 of the last 3 quarters, accounts…
Rajiv_Mehta @Jonception
469 Followers 7K Following Reading 📖. You don't have to remember the truth. Intl Chess player.Discipline is the key in trading . Pyramiding .Skydiving .Sapiosexual , Shark 🦈 cage diving
tshanmu @tshanmu
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Breadman @MariaHe81053038
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Penny Carpenter @s_finding4624
5 Followers 163 Following I love reading articles and love life. I enjoy walking, biking, golfing and traveling. There are no limits in life, unless you set them for yourself.
Addled Philosofer @addled_filosofr
107 Followers 421 Following Banker/Techie by profession. Interested in History, Geopolitics, Economics. RT is not endorsement. Views shared are not investment advice.
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Anonymous @Jerryxi24969533
262 Followers 3K Following Opinions are my own!! Posts /retweets published regarding to financial markets should NOT be constituted as investment or financial advise of any form
SleepWellStocks🇺�... @Mirjix862646
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