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May 14 • 7 tweets • 5 min read
More Pain Ahead.
Wonderful article from Credit Suisse
Must Read.

⁦@564pankaj⁩ ⁦@JustPunforfun⁩ ⁦@gautam_icma⁩ ⁦@SubhadipNandy16⁩ ⁦@SahilKapoor⁩ ⁦@ankitapathak_⁩ ⁦@avasthiniranjan⁩ ⁦@virtual_kg⁩

#Investing #Inflation #recession
Apocalypse Now.
For those who want to understand quantitative easing.

If you Enjoyed reading it

RT initial post. Follow me. Like the Post.

(It's a cliché, still writing it 🙈)
Some of the fintwits who have been very clear about the larger picture would also like this article
@PauloMacro @riteshmjn @AlessioUrban.
The next helicopters will not be dropping money.

“We had to destroy the village in order to save it“

Adding the last page of the article

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More from @optionurol

Dr AK Gupta Profile picture
May 16
@SahilKapoor I can probably answer only first question.

1. Oil accounts for approximately 4.5% of GDP as you mentioned. At 100$ it was 3% of global GDP.

If 4.5% of global GDP is twice as expensive tomorrow, clearly, this will have some impact on inflation.

1/n
@SahilKapoor 2. I don't think it's a major driver when it comes to inflation. Monetary Policy plays a more important role.

3. Oil is pertinent to every factory, hence through may not have volumetric effect but still affects cost of goods.

2/n
@SahilKapoor 4. When it comes to oil as a source of energy, depending on where we are, 50-60% of what consumers pay is tax

5.. Temporary spikes upto even $150 are very likely. For every 30$ increase per barrel inflation expected to go up by 0.5% after 6 months.

3/n
Read 6 tweets
Dr AK Gupta Profile picture
May 15
India inflation: Is RBI behind the curve? MPC member Ashima Goyal answers ecoti.in/bL9wqY

@PauloMacro @SahilKapoor @ankitapathak_ @avasthiniranjan @ForexStopHunter @564pankaj @JustPunforfun @profplum99 @AlessioUrban
@riteshmjn @anasalhajji @gautam_icma
TakeAways

1. Do Not over-react to recovery shocks,
2. India is Esp Vulnerable due to Crude Prices, Geopolitics and food inflation
3. We did not giver over stimulus to economy, we are better placed then FED.
4. Real Interest Rates should not deviate too much from balance, without undue volatility, which will decrease the growth sacrifice needed.
5. Markets react to fear, rate hike priced in.
6. Counter Cyclical Fuel Taxes
7. India not reliant on FII inflow.
8. DII are strong
Read 5 tweets
Dr AK Gupta Profile picture
May 13
Lot of Call Writers at 34000. Intraday Put writers trying to catch up.
8 lakh new calls and 7 lakh new puts written

The battle is here

#optiontrading

@BeSensibull @tradingtick @SubhadipNandy16 @JustPunforfun
Update: No Gross Change here inOI at 34000

34000 CE more than PE by 1.2 million

@optionurol
34000 PE unwound by 200,000
Read 4 tweets
Dr AK Gupta Profile picture
May 12
74/M on Maintainence haemodialysis, PTCA(Double Vessel Disease, Drug Eluting Stent) 10 days back. On Ticargelor and Aspirin.
Presented with sudden onset haematuria and clot retention?

Options?
@Endo_Society @docmeetings @CheatUrology @Uroweb @usioffice
@drsmguro
Yes the clots have to be removed. What about the Ticargelor and Aspirin he is on??
Native Urine output was 400 - 500 ml / day
Read 12 tweets
Dr AK Gupta Profile picture
Apr 30
Unbelievable, But True

So @USMiniTru can approve this message as not being false

#MinistryOfTruth #Bidenflation
Psst. There is nothing official about this.
😂😂
Ministry of Truth in George Orwell’s 1984 happened to control all forms of information - news, education, entertainment and art. The purpose: to delete old historical records and publish new information, so that history is brought in line with Big Brother’s current pronouncement
Read 4 tweets
Dr AK Gupta Profile picture
Apr 30
The Outlaws of Indore - A thread 🧵

#trading #scam #Indore #Nifty #investor #fintwit

@564pankaj @avasthiniranjan @ankitapathak_ @SahilKapoor @JustNifty @JustPunforfun @pprao @drkamaljeet @Rahul79307822 @raggy_k
Indore is home to 10% Registered Investment Advisors of India (RIA).
It was at a point of time called Mini Bombay.
Since RIA came into being in 2013, 90% of 16,400 complaints are from Indore based operators.
Four such firms have been reported to SEBI over 500 times. (Source @TheKenWeb )
Read 10 tweets

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