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, 5 tweets, 2 min read
...the SIP closure ratio, which is the number of discontinued SIPs as a % of new SIPs registered, rose to 66% in Aug and Sep.

This meant that for every 3 SIP accounts opened, 2 were discontinued over the last 2 months.
business-standard.com/article/market…
on SIP equity flows :
Aug-19 saw around Rs. 82 bn of SIP and Rs. 7 bn of lumpsum inflows.
Sep-19 saw around Rs. 89 bn of SIP inflows, Rs. 20 bn of lumpsum outflows.

Until when will expensive names be held up? Let's see over the next few months.
Large Cap SIP returns (sorted on 2yr) from Moneycontrol:
these are absolute returns
midcap SIP absolute returns (sorted on 2 years) from Moneycontrol
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CapOrbit
@CapOrbit
A thread that has some thoughts on gold, USDINR and recessions.
This is the long term chart of gold in USD (XAU/USD in investing.com)
Period considered - from Jan 2007 to date
the same gold in USD series (right axis) with USD-INR (left axis).

Gold is considered as a safe-haven during crises and a store of value when currencies/broad money (M3) is debased continuously by governments, especially more so, after the Bretton Woods era ended in 1971 (2/n)
I was interested in seeing behaviour of gold in USD during the global crisis of 2008. We zoom in to CY08, in the first chart. (same data - XAU and USD-INR)
In the second chart, see the same series but showing % moves through the year.
INR depreciated by 22%. Gold rose 3.5% (3/n)
Read 13 tweets
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CapOrbit
@CapOrbit
Thread:

Got this nice piece in an article. I think the same holds for direct stocks vs. mutual funds.

My view is that anybody who is starting off with equities should not use more than 5 pc of the amount they intend to commit through the direct route. (1/n)
This is assuming that one knows some basics of investing. You should scale up direct stocks over time if you know you are not losing money terribly. Some "tuition fees to market" / losses are understandable. Only when you get better, exposing more money makes sense (2/n)
The rest of the 95pc of money will be working hopefully in the hands of a decent MF manager. For no reason should goals be jeopardized by making losses on a large fraction of investible capital in direct equities when you are not good yet. (3/n)
Read 5 tweets
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CapOrbit
@CapOrbit
A very topical piece on the bailout of real estate sector with PSU banks / public money indirectly during the 2008 global financial crisis.I say topical because we will see part 2 this year imo
equitymaster.com/ht/detail.asp?…
well, some data which shows that this game is already on.
Direct assignment transactions for loans jumped to Rs. 1.28 lakh crore in FY19, 2.6x the amount seen in FY18. 66% of this was DA by housing finance cos. most of it is being picked up by PSU Banks (from an ICRA report)
in line with an old thread that I'd written, this is 2008 redux. Bailout again for RE is very much happening and will continue.
Read 5 tweets

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G. Elliott Morris
@gelliottmorris
#NEW poll of the 2020 Democratic primary from The Economist and YouGov:

% support among likely voters (change v last month)
Warren: 28 (+4)
Biden: 25 (+1)
Sanders: 13 (-4)
Harris: 5 (0)
Buttigieg: 5 (-1)
Yang: 3 (+1)
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Klobuchar: 2 (+1)

All else ≤ 1%
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Williamson: 32
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Biden: 22
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G. Elliott Morris
@gelliottmorris
#NEW Polling on impeachment from The Economist and YouGov:

- 50% of registered voters support impeaching POTUS. 39% oppose. !! +11 is up from -12 in July. !!
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Alex Salvi
@alexsalvinews
#NEW: New York Times fact-checker Gina Chérélus deletes over a decade worth of racist and homophobic Tweets (archived tweets shown below).
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Gary Holland 🇺🇸 ⭐️⭐️⭐️ 🇺🇸
@gholland04
!!DECODE (09/11/19 10:58 PM EST)

Decode POTUS T-8247

Here we find ...

Text:
WE WILL NEVER FORGET
9.11.01

TimeStamp 6:32
Time Delta 18m
Caps Gematria 219/2932
Values: 921, 911
Date 9/12

#Qanon
@realDonaldTrump

...
@realDonaldTrump 1.

The TimeStamp 6:32 Clue
Leads us to Q-Drop 632

Here we find ...

Title:
Hollywood Psyops

>>180316
HK allowed his passport to clear customs WITH THE CLOWNS IN AMERICA AND DEPT OF DEFENSE PUTTING A NAT SEC HOLD WW?
How does he clear customs?

...
@realDonaldTrump 2.

How does he end up in Russia?
Coincidence?
Who was the 1st agency he worked for?
Who taught him the game?
Who assigned him w/ foreign ops?
Why is this relevant?
Future unlocks past.
Watch the news.
Spider web.
Stop taking the sleeping pill.
Q

...
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Cyrus Toulabi
@CyrusToulabi
#NEW: Rick Gates told Mueller that he and Manafort shared Trump Campaign Polling Data in 2016 w/ Konstantin Kilimnik, who has ties to Russian Intelligence.

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bloomberg.com/news/articles/…
#BREAKING: In new court filing, it was revealed that Konstantin Kilimnik...WAS IN DC FOR THE INAUGURATION.

The Manafort and Gates associate, with ties to Russian Intelligence, met with Manafort about the "Russia-Ukraine peace plan."

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“This goes...very much to the heart of what the [SCO] is investigating.”
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Zafar Shaikh
@zafargs79
#New Traders, Understand #Mathematics Of #Profit In Market Before You Put Hard #Earned Money On Risk.

Expectancy = Success Rate x Reward Risk Ratio

Lets Talk About Expectancy Of Short Term Directional Trading System.

Read On (1/n)
Success Rate = No Of Profitable Tades/ No Of Loss Making Trades

Reward Risk Ratio = Average Profit Per Trade / Average Loss Per Trade

If Success Rate is 0.5 and Reward Risk 2, Then

Expectancy = 2 x 0.5 =1

For Making Profit, Expectancy Should Be Positive Number (2/n)
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