Vik @vikram237

"I know I have to pretend to be happy." Microhabitat (2017) dir. Jeon Gowoon

Fair enough. The Indian police takes 30 lakhs for a clean contract murder. They were quite liberal in asking for only 20 lakhs to avoid killing him. I would have paid. There is no escape.

Piyush Rai @Benarasiyaa

3 days ago

Salman Khan, a shop owner was picked up by police in Bulandshahr, UP. He was threatened with a case under NDPS act and a bullet in the leg in an encounter. This was followed by an extortion demand of ₹20 lakh. Salman was allegedly tortured in custody after which he paid ₹6

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It does not really matter what tag the governance of a society has. What matters is how aware, enlightened, fair-minded and conscious its citizenry is. The modern west has made a religion out of democracy.

Ordering Chaos @swell_school

2 days ago

@ShipingTang According to current narratives, both Switzerland and Ukraine are democracies. China, Singapore and North Korea are autocratic. Democracy needs to be defined before being judged. If not we are all getting mixed up in dogma.

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Rambling Random Ruminations of a Relic - a series Hey, Gen Z and younger Millennials—especially those of you who trade the markets. I get it. You’ve been screwed by the Boomers. Expensive education. No clear career path in your chosen field. Student loans. Another internship that leads nowhere. Close-to-minimum-wage work—not a living wage—waiting tables or doing something similar. And when you finally find a job, the owners expect you to work your butt off. What’s with these four-day, nine-hour-a-day jobs, anyway? Owning a home is not even imaginable. Marriage? Why would you want the lives your parents had? As an early-years Boomer, I fully acknowledge the disaster created for you by your parents’ and grandparents’ generations. You have every right to be angry. But I am seeing more and more of you come into equity and futures trading with expectations that are absolutely off-the-charts insane. You poo-poo this claim!!!! Many of you are chasing stories about turning $5,000 into $5 million in five years. The Market Wizards stories are incredibly compelling. One of the things I am most proud of during my 51-year career—supporting my family and building wealth—is having been featured in Market Wizards. I remain deeply honored. You might be a three-standard-deviation wonder. I am cheering for you—I truly am. Welcome to trading. It has been a thrill and an honor to trade my own money as my full-time occupation since I was in my 20s. I am now within spitting distance of 80, living in a body that betrays the fact that I once had a Division I university ice hockey scholarship. I strongly believe that the pursuit of becoming one of the three in 1,000 will ultimately reveal the full character and integrity of those three. Am I advising you not to invest in stocks? Nope. I am advising you to prepare for a career with a future, work hard and save as much as you can every month. Then I would advise putting 80% of those savings into SPY, 5% into Bitcoin and 15% into gold and silver. There is big money to be made in precious metals—but the move does not need to begin next week, Mr. and Ms. FOMO. There is a very strong chance that, 30 years from now, you will wish you had annualized 20% to 30%. You will recognize that your dream of doubling your money every year originated in Fantasyland. Please believe me: I am NOT, NOT, NOT trying to insult you. I believe in you. My grandchildren are Gen Z. Your generation has enormous potential for wealth and happiness. So, what is my advice to you???? You probably won’t accept it now, but print this X post and place it in an envelope marked, “Open in 2060.” Believe me—life goes by faster than you can possibly understand right now. If you want to learn trading—and I mean consistently profitable trading with your own money—it is possible. But you must get the idea of doubling your money every year out of your mind. Instead, think in terms of reaching 20% annually during years four and five, measured from the first year you begin trading. The best living investor/trader, in my opinion, is Stan “the Man” Druckenmiller. The best trading operation? That’s easy: Renaissance Technologies. Both have hovered in the 40%-plus zone over long periods. Let me square with you on this next statement: If you can learn to average even 30% annually over five years—with a Calmar ratio of 2.5 and without much variation across several hundred Monte Carlo simulations—you will have no trouble becoming a millionaire-plus, if money is your thing. More importantly, you will feel an enormous sense of accomplishment. Also, in my opinion, futures markets are far superior to equity markets for building an account and supporting any reasonable lifestyle. Why futures? Lots of reasons—more than enough to explore in another installment of “my story on X.” But I mean trading with real money. Not the pretend “prop shop” nonsense. If that is what you have in mind, unfollow me immediately. I have nothing to say to you. There are micro and even smaller contracts available these days, especially if you live outside the United States, where CFDs are permitted. Traders with access to CFDs have an advantage over those of us in the Stars and Stripes gang. I believe the CME even offers a one-ounce gold contract. And as more hard assets are tokenized, still more alternatives to traditional futures contracts will become available. I believe it is entirely possible to succeed in futures trading—if you enter the business with the right expectations. For your first three years, your primary goal should be simply not to lose money. If you accomplish that, you will already be way ahead of your peers. I mean WAAAY ahead. If you can survive three or four years in futures and still have your original money intact, then you may indeed have a very bright future in futures. One warning: DON’T EVER pay some service to provide you with signals, setups or whatever else the YouTube and X Wonder Kids of the Century want to sell you. You have to do this on your own. There is no other way. If there were, I would tell you. Please believe me. Perhaps I will wander deeper into this tunnel in the future. But that’s all the rambling for now.

@CarloFerlauto @greg_ip What he did is come in & target money rather than rates.He said we were going to tighten up the money supply & let rates do whatever they were going to do.Inflation at the time was hot & getting hotter.Keynesians didn't like it then & Keynesians don't like what Warsh is doing now

A deeply cunning man was glorified as a hero - Bal Gangadhar Tilak, a staunch supporter of child marriage and a believer in the caste hierarchy, is praised only because he was a Brahmin. He did not contribute a single meaningful step toward social reform, yet is celebrated while true reformers are sidelined. “Tilak was not a reformer. He was a revivalist. He stood for orthodoxy. He opposed every attempt to reform Hindu society.” – Dr. Ambedkar “Tilak denounced the Age of Consent Bill. He preferred religion over reason, scriptural tradition over social justice.” - Dr. Ambedkar In 1889, Minor Girl Phulmoni Dasi died in Bengal after her 35-year-old husband forced himself on her on their wedding night, she died from severe internal injuries. The outrage led to the Age of Consent Act, 1891, which made it rape to have sex with a wife under 12, even if married. Leaders like Bal Gangadhar Tilak and Madan Mohan Malaviya opposed the law, calling it interference in Hindu traditions. Tilak criticized it in his paper ‘Kesari’. Bal Gangadhar Tilak didn’t just oppose Vedic education for women - he opposed all education for women & Bahujans. He attacked Phule’s schools for girls & lower castes, calling them a threat to “nationality” because they disrupted caste order. Bal Gangadhar Tilak fiercely opposed widow remarriage, calling it anti-Hindu and a threat to tradition. He saw such reforms as an attack on Brahminical caste order and Hindu dharma - all in the name of “nationalism.”

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ताक़त का नशा अक़्ल पे हावी है तुम्हारे तुम देख न पाओगे जो हम देख रहे हैं। -अमीर इमाम

THIS HAS TO BE THE STORY OF 2026 Ken Griffin’s Citadel was pushing surprise-rate-hike fears just days before the AI trade collapsed and forced 4x-levered Leopold Aschenbrenner's Situational Awareness to unload its book near the lows. Citadel then reportedly bought most of those assets at significantly lower prices knowing that if sentiment deteriorated enough the fund could be forced to sell which makes the entire sequence look absolutely ruthless. This is why the stock market is the greatest game on Earth.

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Shay Boloor @StockSavvyShay

5 days ago

Citadel reportedly bought most of Situational Awareness’s stock portfolio after the forced unwind. So it was warning that the Fed could hike in July while preparing to buy the AI stocks that narrative was helping crush 🤔

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Hayek: “You cannot use statistics to explain the extremely complex structures of society.” “While I value statistics as information about current events, I think its scientific value is much more limited than American economists have believed.”

See how governments control NDTV. An Ex-NDTV journalist explained it.

Good Morning from #Germany, where the economy is finally doing better than its reputation. GDP rose 0.2% QoQ in Q2, beating estimates, after Q1 was revised up to 0.4%. Exports drove growth, investment fell. Yet output is still near its 2022 level: recovery, yes! Boom, no!

@francesco2719 Not about worsening inflation. It's about traders (and the media) not buying what Warsh is selling. Warsh will be proven right and rates will come down but traders down get it yet. I think this trader tantrum will be short-lived but just have to wait and see.

Much ado about nothing. The next move from the Fed may be a series of 50bps cuts, following the stock market. Volatility season is approaching.

कल आपने एक कुपढ़, घटिया और निकृष्ट प्रवृत्ति के आदमी के मुँह से नेहरू जी के बारे में सुना! सुनिए क्या कह रही हैं हिंदी की सुप्रसिद्ध साहित्यकार महादेवी वर्मा जी- “22 साल के थे वे, तब उनकी पत्नी नहीं रही” उसके बाद हमने जब कहा कि भाई दोनों बच्चे छोटे हैं... एक लड़की थी, एक लड़का, छोटे-छोटे। दोनों इतने छोटे हैं, आप विवाह कर लें। तो उन्होंने हमसे बड़ी बात कही, "मनोहरा देवी मरी नहीं हैं, मुझ में समा गई हैं। तो मैं अब दोनों हूँ।" असल में वहाँ जब खबर पहुँची न उनकी बीमारी की... चले तो जब गाँव की सीमा में पहुँचे तो उनकी पत्नी को जला कर के लोग लौट रहे थे। अंतिम समय में नहीं देखा उन्होंने लेकिन उनके चरित्र पर कोई धब्बा नहीं है। एक वो और एक नेहरू जी। नेहरू जी भी ऐसा है कि हमेशा कहते थे "महादेवी, मैं तो नास्तिक हूँ।" हमने कहा "भाई, अब कभी देखेंगे हम तुम्हारी नास्तिकता।" तो जब कमला जी को वहाँ... निधन उनका हो गया और जला के आए तो भस्म यहाँ प्रवाहित की। बिल्कुल उसी कर्मकांड के साथ... धोती पहन के, जनेऊ डाल के, जैसा कहा पंडितों ने। और इतनी भस्म उन्होंने एक डिब्बी में रखी... चाँदी की डिब्बी में। उसको हमेशा अपने सिरहाने रखते थे वो। तो जब कुछ दिन हो गए, दिल्ली मैं गई थी, देखा मैंने। तो मैंने कहा "जवाहर भाई, अब बताएं, आप नास्तिक हैं कि आस्तिक?" तो उनके आँसू आ गए। कहने लगे "महादेवी, आज तो मैं आस्तिक हूँ।" "क्योंकि यह ठीक है, कमला की भस्म तो मैंने प्रवाहित करा दी लेकिन मुझे लगता है वह है, वह मुझे देखती है।" दो को मैंने देखा... इतने ज़्यादा अपनी पत्नी के प्रति इतना स्नेह रखना बड़ा मुश्किल है।

My brother just called to ask me if he should sell his semiconductor stocks. He’s the ultimate bottom signal. Use this information however you see fit.

$SKHY Red to green as expected!!! Absolute blockbuster numbers with forward PE now estimated below 5X and PEG around 0.3X. Let that sink in, high end DRAM and HBM supply sold out through 2027. 10 LT agreements locked in including with $NVDA , 75%+ gross margin, HBM4 numbers kicking in in H2. This is a SCREAMING buy!!! $MU

$SKHY First earnings "miss" I've ever seen with over $40 Billion in operating profit. In one quarter. Sheesh.

@MelvinInvests I think the market is realizing exactly this and I’d bet $SKHY trades green at some point tmw.

@nathanisalive 👍👍👍

海力士 $SKHY 的收入不及预期在“基本面”的视角来看，没有什么问题，核心还是产能不足导致的收入兑现。 但我想说的是：即便海力士财报超预期，它还是会跌的。 从市场来看，对海力士来说，一个是杀隐性杠杆；另一方面，当前整个市场的资金情绪就是落袋为安。出了财报之后股价大概率都是回撤。这就是当前市场情绪面的基调。