Discover and read the best of Twitter Threads about #MarketOutlook
Most recents (2)
Set a reminder for my upcoming Space! twitter.com/i/spaces/1kvJp…
We are going live in 5!
Follow the thread below for slides!
#nifty50 #NiftyBank #corporateindia
We are going live in 5!
Follow the thread below for slides!
#nifty50 #NiftyBank #corporateindia
Before we begin, here is the Disclaimer 
Listening to people talk about inflation is a good reminder that no one knows what they're talking about because we haven't seen growth levels like this in a LONG time. Here's my thoughts in a thread 🧵 with 12 tweets in all posted in the replies:
Too many people confuse YoY growth (first chart) and the actual price index itself (second chart). On the second chart, inflation has been on a nice steady trend since the early 80s. This is the first time since then that we've gone parabolic and deviated from the trend...
Talking heads are assuming that we are in an environment like the previous 3 decades where the YoY growth just fluctuates and eventually drops back down to moderate levels. That's the talking point and bullish narrative right now.
