America's main import is talent, and main export is the dollar. Said talent's innovation then supports said dollar's dominance which gets more said talent and so on. That is the flywheel effect here. The virtuous cycle. This only works if the US remains the biggest, most open

Only three companies in the world make gas turbines for Data Centers Siemens GE Innio There is a four year waiting list for these gas turbines TD Power Systems is a supplier to all three

WOW Oracle Layoffs are intense. Entire orgs are getting blindsided. Cloud, Comms/Marketing, Engineering, Ops, Sales Directors, ICs, even SVPs - all levels. Remote and in-office. Top performers. Doesn’t matter. People with 7, 13, 18, 20+ years at Oracle… gone!! I was told-

Precursor to something breaking soon in the global financial system.

Here are some of the sectors that benefit from the GST Rate Rationalizing Consumption & Insurance are major beneficiaries Overall a great Diwali gift for the middle class and a step in the right direction 👏

#NextGenGST reforms mark a defining moment, simplifying compliance, easing costs on essentials, correcting inverted duties & energising key sectors like auto, agri, healthcare, renewables & MSMEs. A bold step aligned with the Hon’ble PM’s vision of a citizen-centric, future-ready

I am bearish on the future of American -everyone in sentiment surveys I am bullish on the future of America -everyone in their stock portfolios

Expect GST related demand boost to add 100 to 120 bps to the GDP growth over next 4-6 quarters, thereby nullifying the negative impact of higher tariffs on exports to US : Elara #GSTCouncilMeeting #GSTReforms

The new corporate contract: you're a line item, not a legacy. Oracle $ORCL just showed us the blueprint. 20 years of loyalty exchanged for a GPU cluster. When the AI pivot calls, entire orgs are deemed technical debt. A stark AI warning for employment for the rest of 2025/26. ⚠️

GST 2.0: Beyond the Headlines : Less complexity, cheaper essentials, tax-free insurance, sharper sin taxes. First-order effect = lower prices. Second-order effect ? Here are some quick thoughts. A small thread

Consider volatility your friend, if not, then prepare your stomach 𝙔𝙤𝙪 𝙢𝙪𝙨𝙩 𝙚𝙣𝙙𝙪𝙧𝙚 𝙩𝙝𝙚 𝙨𝙝𝙤𝙧𝙩-𝙩𝙚𝙧𝙢 𝙥𝙖𝙞𝙣 𝙩𝙤 𝙚𝙣𝙟𝙤𝙮 𝙩𝙝𝙚 𝙡𝙤𝙣𝙜-𝙩𝙚𝙧𝙢 𝙜𝙖𝙞𝙣. -Gautam Baid

The 52nd edition of #DSPNetra is out! Your go-to guide for the latest economic trends and the insights that truly count. This edition dives into three key segments: 1. Driver of India’s Premium Valuations, A Foreign Flows Proxy and The Momentum Factor 2. Tariff, Gold Hoarding,

Dedollarisation underway.

Stock market vs the economy: Despite a very weak jobs report today, the S&P 500 just hit a new record high and is now up +35% since its April 2025 bottom. Why did this happen? Because the stock market can and will continue to rise despite many Americans feeling like we are in

5 Books that will increase your intelligence. 1. The History of Philosophy by AC Grayling 2. Einstein by Walter Isaacson 3. Tools of Titans by Tim Ferriss 4. The Joys of Compounding by Gautam Baid 5. Limitless by Jim Kwik Have you read any of these books?

Foreign Central Banks now own more Gold than U.S. Treasuries for the first time in almost 30 years 🚨🚨🚨

Must Read Investing Books by Indian Authors 1. Let's talk money by Monika Halan 🇮🇳 2. Money, Myths and Mantras by Devina Mehra 3. Confessions of stock market wizards by Safir 4. The Health and Wealth Paradox by Ankush Datar Mihir Patki 5. The 80/20 Money Makeover by

China released data today showing that its central bank has increased its gold holdings for the tenth consecutive month. This is also occurring elsewhere as part of a broader risk diversification strategy, which helps explain why gold—traditionally seen as a “risk-off” asset—has