Nathan Punwani (@npunwani) 's Twitter Profile
Nathan Punwani

@npunwani

🕉️ Sindhi-Dogra Mutt. BMT MD. Hiker. Vegetarian. Conservationist. Amateur Yogi. Honored to be followed by @narendramodi. ❤️Stocks, Energy, Geopolitics. Swiftie

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calendar_today02-04-2009 19:54:26

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Nathan Punwani (@npunwani) 's Twitter Profile Photo

Why Greg Ip is right that cutting government spending would boost exports and reduce the trade deficit, thanks to some identity equations 1 ) GDP = Consumption + Business Investment + Government Spending + Net Exports Thus, 2) GDP - Consumption = Business Investment +

Lula (@lulaoficial) 's Twitter Profile Photo

In light of the public statement made by U.S. President Donald Trump on social media on the afternoon of Wednesday (9), it is important to highlight the following: Brazil is a sovereign nation with independent institutions and will not accept any form of tutelage. The judicial

DogeDesigner (@cb_doge) 's Twitter Profile Photo

🚨 ELON MUSK: "We are in the beginning of an immense intelligence big bang right now and we're at the most interesting time to be alive of anytime in history."

Noah Smith 🐇 (@noahpinion) 's Twitter Profile Photo

Free-market policies aren't always good, and they certainly aren't a cure-all. But as Milei is showing in Argentina, we've underrated their importance. noahpinion.blog/p/free-market-…

Nathan Punwani (@npunwani) 's Twitter Profile Photo

Best reason to oppose a US-Brazil trade war 🇺🇸🇧🇷 20% of US #coffee imports hail from #Brazil ☕️ And like Morgan Brennan, I too would inject coffee intravenously if I could. I can't think of how many medical errors I prevented thanks to coffee

Best reason to oppose a US-Brazil trade war 🇺🇸🇧🇷

20% of US #coffee imports hail from #Brazil ☕️

And like <a href="/MorganLBrennan/">Morgan Brennan</a>, I too would inject coffee intravenously if I could. I can't think of how many medical errors I prevented thanks to coffee
Nathan Punwani (@npunwani) 's Twitter Profile Photo

Health insurers are chronically uninvestable, squeezed between rising medical payouts and reduced Medicaid & Medicare Advantage payments One of my best investment decisions I ever made: I sold Humana $HUM in Jan 2024 for $357/share. It's now down to $232 wsj.com/health/healthc…

Brahma Chellaney (@chellaney) 's Twitter Profile Photo

Two of the 14 Dalai Lamas so far came from outside Tibet, with one born in Mongolia and the other in India’s Tawang. The next Dalai Lama could come from India’s Himalayan belt, if Modi’s government strategically works with Tibetan religious institutions. asia.nikkei.com/Opinion/The-Da…

Nathan Punwani (@npunwani) 's Twitter Profile Photo

"Teddy Roosevelt saw stability in a world carved into spheres of influence that balanced the interests of big powers. Morality was not his guide. He was 'thoroughly pleased' when Japan sank much of Russia’s navy, for he saw Russia as the main obstacle to American ambitions in

Nathan Punwani (@npunwani) 's Twitter Profile Photo

Google’s a bargain Whether it’s an antitrust breakup (eg Ma Bell and probably soon Google) or market driven-spinoff (eg GE, Dow-DuPont), firms after a corporate split have a combined market cap greater than the sum of their individual parts b4 the split wsj.com/tech/ai/google…

Nathan Punwani (@npunwani) 's Twitter Profile Photo

21 states have adopted Modi 2.0’s repealed farm laws This is happening because, under Modi 3.0, Mama ji Shivraj Singh Chouhan has offered $6 billion in incentives to Indian states that overhaul agricultural marketing, contract farming, and land leasing fortuneindia.com/macro/21-state…