Building Experiential Brands
Mumbai, India
Joined September 2009
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India has successfully converted an electronic device into a socioeconomic indicator.
iPhone = well settled.
Latest iPhone = doing very well.
Pro Max = rishta pakka samjhein?
No iPhone = “Beta, sab theek hai na?” 😂
Forget GDP. We have a new national KPI.
#iphone18 #newiphone
Now, the most important question:
“Sir, bill 2000 lekin payment kaise karenge?”
UPI → ₹2008
Credit Card → ₹2040
Cash → ₹2000
But wait, Banks have stopped giving ₹2000 notes 🤩
Govt → MDR is needed, payment revolution’s infra isn’t free
Merchant → Grossing up is my right.
$127bn into FCNR.
RBI absorbs the FX hedging cost.
Banks get leverage against deposits.
But why is no one asking about the rate hike risks the borrower carries for the $ borrowed at floating rates:
RBI can hedge the rupee.
It cannot hedge the Fed!
Period.
Now the Fed & BoJ have no choice.
Oil >$100. INR >₹96. Global yields rising. India gets the bill either way.
Central banks fighting inflation & Markets fighting gravity.
The global rate domino is falling. Someone forgot to tell the bulls the party has a cover charge. 🐂
🔊 The ECB raised its key interest rate to 2.5% as energy-driven inflation persists. Hear more in the Reuters World News podcast afternoon update reut.rs/4h0fYXC
₹20k Cr → 1200 km → 74 MT additional freight capacity.
Headline: Railway expansion CAPEx.
Think: multiplier effect in Steel → Cement → EPC → Electricals → Signalling → Wagons etc.
Lower logistics costs, faster freight movement & higher industrial throughput.
245 million Americans × $5,000 = $1.2T liquidity.
Forget the Fed.
Trump just became the market’s biggest catalyst. 😂📈
Hint: #BuyTheFuckinDip 🤣
BREAKING: President Trump says he will issue a $5,000 "dividend" to every adult citizen in the US if the Republicans win the midterm elections.
There are currently ~245 million US citizens age 18+, meaning this dividend would cost ~$1.2 trillion.
This would mark the biggest economic stimulus payment since the pandemic.
A million-dollar edge, built on first principles, taught and shared for free by an IIT professor for anyone willing to learn. Democratization of knowledge is perhaps the biggest disruption of all.
#AI #QuantFinance #Probability #IIT #OpenKnowledge #FutureOfWork
Mrityunjoy Chakraborty, IIT Kharagpur professor:
"Jane Street pays a 22 year old $500,000 a year for one skill: turning uncertainty into a number you can bet on. that number is the first thing this professor teaches, and it is free"
this free lecture is the foundation every quant bot and hedge fund model is secretly built on.
before the AI, before the strategy, there is one question. what is the chance this happens, exactly.
get that number right and every bet after it is just math. get it wrong and no model, no bot, no amount of compute can save you.
Chakraborty builds probability from the axioms up, on a blackboard, in notation a 15 year old can follow.
Wall Street sells this as a $500,000 edge. an IIT professor hands you the source code for nothing.
Must read !
This book was published in 1916 by Benaras Hindu University... Not available now. All the copies got destroyed. One copy was available in the library of California University, which has been digitised by Microsoft. It is a beautiful introduction to Hinduism, without any school affiliations. It is especially suited to youth. You may go through at leisure. It has 304 pages and share it further with your known younger generation kids. This is a rare book on “Sanatana Dharma” - Please READ and share it to our youth group as much as possible...
kponline.in/sanatana-dharma/…
Anish Thakkar retweeted
This book was published in 1916 by Benaras Hindu University... Not available now. All the copies got destroyed. One copy was available in the library of California University, which has been digitised by Microsoft. It is a beautiful introduction to Hinduism, without any school affiliations. It is especially suited to youth. You may go through at leisure. It has 304 pages and share it further with your known younger generation kids. This is a rare book on “Sanatana Dharma” - Please READ and share it to our youth group as much as possible...
kponline.in/sanatana-dharma/…
Anish Thakkar retweeted
The top and bottom are the same color! Don’t believe it? Put your finger over the line where the boxes meet and then see…
Moral: What you see may not be what it is
Speaking on the new development, Anish Thakkar, head, Marketing, stated, "From a confluence of legacy and expertise comes performance. And what better than someone who has been buoyant in the offshores representing India in... Read more "adgully.com/132022 via @AdGully
Wish this selectively moral world would sit up and take notice wisely for once!
The viral video on Dalai Lama. Let's clean our dirty minds. youtu.be/YipZ7day1rw via @YouTube
Indeed! Not just impressive but one of the most impactful orators and more importantly the message too!
Anish Thakkar retweeted
First the US Govt dragged the EU into a proxy war with Russia. Then the US/EU sanctions against Russia destroyed the EU economy. Then the US passed a law to bribe EU industry to move to the US. How dumb are EU politicians? They have been used and robbed.
Anish Thakkar retweeted
Apparently my ‘feminism is a scam’ video went pretty viral before I was even on Twitter?
