Markets are on edge, with many thinking the current bull run is overdue for a correction. Fun fact: the Nifty had 14 straight days of positive closes in August—a two-decade high! Are these concerns valid? Here’s what you need to know, courtesy inputs from DSP Netra 👀👇

As the Indain economy enters a longish disinflationary phase, capital would likely flow towards long duration assets. That's why Top 10 stocks and not the growth & momentum that the street is chasing. Investors with truly long-term bent would find this useful.

Looks like the main move of the auto sector is over for now. Time to be purely bottoms up. A move from discretionary to staples/defensives is underway. More in next months #DSPNetra

Momentum & low volatility strategies launched in China during 2017 to 2018 have severely underperformed the already poorly performing frontline indices.

In 1990, US Federal Debt was $3trn. $16Trn of debt was added between 1990 and 2016, taking it to a total of $19Trn in over 26 years. Then Trump added $4trn in his first term, to take it to $23Trn. Biden added another $12Trn to take this number to $35Trn. No other nation has

In an era of fast food, be a contrarian. Opt for slow cooking, slower eating.

Most people need a weight cut, not rate cut.

“Higher prices bring out buyers. Lower prices bring out sellers. Size opens eyes. Time kills trades. When they’re cryin’, you should be buyin’. When they’re yellin’, you should be sellin’. - Larry McCarthy (Trader)

Tech China KWEB (tech) ETF Aggregate Net Income (TTM): $62 Bn, Market Cap: $1000Bn Trade at TTM PE of 17x Nifty IT Index Aggregate Net Income (TTM): $14 Bn, Market Cap: $440Bn Trade at TTM PE of 31.4x NYSE FANG+ Aggregate Net Income (TTM): $450 Bn, Market Cap: $16600Bn Trade

What would be the consequence of a negative fiscal impulse by US Treasury? Meaning, the impact of a reduced pace of debt accretion so that debt to GDP declines. Catastrophic! It’s easy to mount the debt tiger, hard to dismount & reverse.

Equity Portfolio Active Share: ~70% No. of Stocks: 28 Cash: ~8% Returns since Inception (26th December 2023): •Scheme (ETI): 26.62% •Benchmark (S&P BSE-200): 24.09% DSP Pension Fund Here is our Investment Framework: dsppension.com/assets/attachm… Invest now: nps.kfintech.com/contributeonli…

A trader told me that the US Fed follows 100 week moving average to change rates. 😅 To a man with a hammer....

How to value Gold (Guesstimate) Total Gold mined, ever: 212582 tonnes or 6.835 billion troy ounce Total US M2 money supply $ 21 trillion Value of total mined gold $21 Trillion/ 6.835 Billion troy ounce Or $3072 per troy ounce. Historically, price has fluctuated 40% on

Wow. Reads like poetry.

Fast forward six years, the sentiment is 180° Prices drive sentiment.