@nsfidai

@nsfidai

Most recents (7)

Nooresh Merani

@nooreshtech

#FlashBack Thread.

17th May 2004 - #BlackMonday LowerCircuit Day.

Started learning Technicals from @nsfidai just a week or two before this event.

Remember him and his friend discussing how markets are heading lower irrespective of results.

Let's see what happened.

#IndianElections & the Impact.

#Nifty fell almost 20% in a single day. Closed 12-13 % lower.

Down 32% from April to May. Peak to Bottom.

On Close 24% fall.

#BJP lost elections.

Remember the "India is Shining " Campaign.

Learnt Lower Top Lower Bottom Pattern

#Global Impact of Indian Elections.

#US Markets fell by 6-7% in April-May 2004.

Was down 1% on 17th May 2004.

Read 11 tweets

ithought

@ithoughtadviser

@shyamsek

Here is this Week’s Market Wrap

'Prepare With Patience' written by @shyamsek

A thread! (1/n)

#globalmarkets #investors #marketwrap

The last week has caused a significant reset in our investing. We are once again worried about how global factors will come to hurt. Banking, which is the bed rock of every economy looks like the most rattled space in the west. (2/n)

#banking #economy #investments

When smaller banks look weak, they create a systematic scare which needs to be urgently addressed. What we are seeing in the US is a rush to douse the fire that can damage far more than we can imagine. (3/n)

#bankingsector #globaleconomy

Read 11 tweets

ithought

@ithoughtadviser

@shyamsek

Here is this Week’s Market Wrap

'Banking on a Collapse' written by @shyamsek

A Thread (1/n)

#Banking #SiliconValleyBank #SVBCollapse #marketwrap

One week is a long time in global banking. Or, so it seems if one goes by the latest inflation and interest rate commentary of the federal reserve Chairman Jerome Powell. (2/n)

#banking #inflation #interestrates

The Silicon Valley bank collapse has almost caused a setting for a rapid reset of the interest rate trajectory in the US. (3/n)

#SiliconValleyBank #SVBCollapse #interestrates

Read 13 tweets

ithought

@ithoughtadviser

A confluence of unprecedented events in 2022 weakened asset prices across all markets. (1/n)

#assetallocation #investing #personalfinance #throwback #thread

The Fed’s pivot to a less aggressive monetary policy is likely to set the tone for the markets in 2023. (2/n)

#FED #FederalReserve #monetarypolicy

It is expected that global inflation will continue to be higher in this decade, in combination with a significant slowdown of the U.S. economy. (3/n)

#inflation #interestrates #globalmarket

Read 13 tweets

ithought

@ithoughtadviser

Infrastructure as a Theme

A Thread!

#stockmarket #investing #infrastructure #infrastocks

1/19

To understand the infrastructure cycle, we go back in time and look at our previous super Capex cycle, which started from 2003 to 2012

#capex #Markets

2/19

We saw that the commodity prices were increasing, reforms such as the Electricity Act came into play and government spending grew at a rapid pace of 23% CAGR. This led to overall growth in the capital cycle

#commodity #economy

3/19

Read 19 tweets

GAVNet

@GAValueNetwork