1/ Spain once “found the bank” in Potosí silver and became the richest superpower on earth—yet within a century it was broke, deindustrialized, and dependent on foreign producers. The U.S. today risks replaying that script with the dollar instead of silver. 2/ The core mistake

There are very few bold voices in Indian market who have the courage to present a contrarian view without hesitation. One such voice is no longer with us. It is deeply unfortunate to learn of the passing of Mr. Siddhartha Bhaiya,a respected&prominent fund manager at Aequitas. RIP

I am going to miss Siddhartha Bhaiya. Not because he made me very rich, but because he had the courage of his convictions, and had the guts to walk his talk! He was a breath of fresh air in the wealth management space in India

In my last podcast, I had mentioned a custom Google sheet that I maintain to get a sense of market breadth. Not sure why I didn't open it up earlier but here it is - docs.google.com/spreadsheets/d… I have enlisted stocks above 1000Cr market cap in the Tickers sheet. A script runs at

Nifty When Nifty touched 25373 on Monday, it was a party time which was convered in to desatar by FII within 5 days. Nifty made low of 25623 on Friday. What had happened? Trump? Our Policy? Political failure? Nifty at 100 DMA range after Octobar 25 up move. 25550 to 25650 cucial.

A very insightful article! A must read for those who want to shape their lives for better. Three different points/quotes in the article which I really like- 1- “If you want a specific outcome in life, you must have the lifestyle that creates that outcome long before you reach

Brilliant Article 🔥

I always say that investing is a by-product of capital. If you don’t have capital, what will you invest? People today are so focused on investing that they forget to focus on earning. Focus on topline , Balance sheet will be taken care of.

Your intentions have no reward or punishment—your actions do. How good your intention was does not matter if you don’t take action, and vice versa. And action requires resources. Shah Rukh Khan once said, “First become rich, then become a philosopher.” It has a profound meaning.

Full Letter: tinyurl.com/pywaymtd

What is business!!? Its people - not numbers !! - rocket singh

If you are fearful in the markets it clearly could mean 1. You are over leveraged in that stock/in your pf 2. You are not asset allocated 3. You have not understood the nature of the market Once you will clear these things in your approach, you will stop being fearful.

Gold now accounts for 25% of total world reserves. Still below the USD as a % share, and it remains far below its share in the 70s & 80s. In other words, if the recent reasons for buying gold persist, it can keep rising.

The thesis on MK Ventures open.substack.com/pub/devicapita…

From Goldman study US privately held financial assets have 0.17% allocation to Gold ( digest that first!) Goldman advising on having a 20% allocation. I say forget 20%, lets talk about a 2% allocation in 5 years. The study says for every 0.01% rise in the share of Gold in Fin

Chartink #Playlist Must watch ! 1. Market Breadth Screener youtu.be/OlX37Gisohs 2. Best Chartink Dashboard youtu.be/8XZmy47bj8o?si… 3. Top 3 chartink screeners for swing trading youtu.be/7YrzzBBVjrI?si… youtu.be/L-EnuWDuwhc?si…

Abhishek Murarka 💹🐂 Most middlemen try to hide how middle they are. PDS embraces it with a business model that's almost comically capital-light. They don't own factories (not much, relative to scale). They don't even take inventory risk, neither credit risk. They just connect "a fragmented supplier

First Aluminium smelter in U.S. in 46 years. The day it becomes operational will be the top in base metals.

Anything “private” .. private equity.. private debt taken to cleaners.

India's M2 supply has increased by 120% in last 7 years M2 = cash + bank deposits + post office savings RBI is printing money and your money is losing value faster than growth rate of your equity portfolio