this important distinction was so against my intuition few months back (taken from “central banking 101”)

‘someday’ by the strokes. a fav since it came out and remains so after 20+ yrs

life will be soulless if you let machines do all the joyful stuff

we may have to unlearn a lot of things if we decouple from US markets at least in terms of flows. early days

a lot of my world view comes from this book. 11/10 books have declined significantly for me of late though am reading more. so going back again to the few that has shaped me as a person forum.valuepickr.com/t/multi-discip…

crude < $60, usd-inr < 85, low inflation, 100 bps cut on the horizon - the scenario is perhaps ideal for massive govt capex

robust knowledge is not taught but learnt (self-taught)

the edge this year will be in how you handle yourself

comfortably numb last solo (or something like it)

when truth is unknowable, you can't let prevalent opinion shape your belief and be a substitute for truth

its not greed that drives up prices but envy (and its counterfactual cousin, regret)

‘flow’ movie is worth a watch. animation quality (all done with blender) is outstanding (similar in style to some ps2/ps3 jap games and studio ghibli) and characters endearing and storytelling on point despite zero dialogues

when to use AI - on well defined problems to get a good solution or right answer that is verifiable (code or a yes/no type fact) / to ideate / to research / to delve deeper. when not to use AI - when there's no right answer (subjective stuff the world runs on) / when wrong

what if the mistakes you think you are learning from are not really mistakes?

i have a pet theory that zirp/nirp nuked birth rates because how much natural rate of growth was intertwined with interest rates over millennia

many consumer businesses have done so poorly due to d2c competition - vip, havells, crompton, voltas, borosil, la opala, sheela foam in the listed space. fmcg brands are also facing similar heat. some like safari and v-guard are okay but looking at how atomberg, wakefit, sleep

nobody loves you when you are down and out (clapton) play along. been playing the acoustic a lot lately