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Jun 5 13 tweets 7 min read Twitter logo Read on Twitter
The '2nd-anniversary' special edition of #DSPNetra is out now!🤩

It helps you keep track of the latest economic trends & gives you the insights that matter.📊

Follow the thread🧵below or download dspim.co/NetJun23 Image
The relentless speed of modern life impedes our ability to act with a long-term perspective. However, those who can consciously prioritize long-term thinking and identify enduring people, organizations, and investments gain a distinct advantage.

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Have you ever wondered, adjusted for inflation, at what rate has investments grown since the year 1900? What is the real rate that Mr. Market has offered?

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The magnitude of improvement in our long-term outcomes is astonishing simply by avoiding acts of stupidity.

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What do you do when the opportunity knocks on your door? Are you prepared to act or are numb because of the unknown?

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What’s the ‘Big Bull’ recipe for investing success? Stick around, if you have got it right.

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Each winning investment inflates our ego & creates the possibility of the next investment going sour. The best start to investing happens during a bear market. Learn the right lessons and avoid mistaking market returns for investor intelligence.

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Contrarianism in action is hard. When done with sound principles and a process, the rewards are disproportionately high.

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Your investment returns are more a function of how you behave rather than how the market behaves. ‘Know thyself’.

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Simplicity over complexity. Structure over activity. Consistency over intensity.

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There are no new eras. Stupidity is repetitive. Question all manias and depths of despair.

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Can a process create better outcomes? Discipline is rewarding indeed. Here’s what a simple ‘Systematic Investment Plan’ can achieve over time.

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More from @dspmf

Dec 5, 2022
The December 2022 edition of #DSPNetra is out!

Netra is a smart way to keep track of the latest economic trends & insights that matter.

Follow the thread below or download here: dspim.co/NetDec22
Inflation is easing. The indicators which make up the inflation basket have softened. This lowers one of the hurdles for policy makers.

Download #DSPNetra: dspim.co/NetDec22
India inflation is also easing. This can have a major bearing on RBI’s monetary policy stance.

Download #DSPNetra: dspim.co/NetDec22
Read 16 tweets
Oct 4, 2022
Here it is: The October 2022 edition of #DSPNetra is out. Use it to keep track of the latest economic trends & check out the insights that matter!

Follow the thread below or download here: dspim.co/NetOct22

And from all of us at #TeamDSP, Happy Dussehra! 🏹🤗 Image
A ‘Risk-off’ signal from bonds & stocks sell-off. Is it a time to buy? Maybe!

Download #DSPNetra: dspim.co/NetOct22 Image
Emerging Markets have gone through a period of unprecedented pain.

What comes after the worst? Not worse.

Download #DSPNetra: dspim.co/NetOct22 Image
Read 15 tweets
Sep 5, 2022
The real change occurs when we aren’t looking. The slow, boring, long-term trends are often missed.

#DSPNetra presents a few which are visible, important, and well, actionable.

Download #DSPNetra: dspim.co/NetSep22

Follow the thread below 👇 #DSPNetra helps you keep track of the latest economic trends
Consumption: The India story is alive and kicking. The changes which happen slowly and aren’t visible on a daily basis are powerful. Indian households are becoming more affluent.

Download #DSPNetra: dspim.co/NetSep22
As incomes rise, discretionary spending rises too. This accelerates adoption of more goods & services as the expenditure of food & fuel stagnates. This means more demand for white goods, brown goods, electricity & contact services.

Download #DSPNetra: dspim.co/NetSep22
Read 14 tweets
Sep 1, 2022
The latest edition of 𝐓𝐡𝐞 𝐓𝐫𝐚𝐧𝐬𝐜𝐫𝐢𝐩𝐭 (Apr-Jun 2022) is out now!

Check out @abhishec_s's compilation of data, insights & comments from last quarter's earnings calls.

Download full version: dspim.co/Tq1FY23

A sneak-peek thread below 👇
Segments covered in this edition of #DSPTranscript 👇

Download the full report: dspim.co/Tq1FY23
Thank you @oraunak for contributing to this edition of #DSPTranscript! 🙏

Download the full report: dspim.co/Tq1FY23
Read 12 tweets
Aug 5, 2022
A very special 'Independence' edition of 𝗡𝗲𝘁𝗿𝗮 (August 2022) is out now!

#DSPNetra helps you keep track of the latest economic trends & gives you the insights that matter.

Download #DSPNetra: dspim.co/NetAug22
US Dollar’s dream run may be over… that’s what the data suggests.

Download #DSPNetra: dspim.co/NetAug22
Too many Dollar bulls aren’t a great set-up for US Dollar strength. Caution ahead.

Download #DSPNetra: dspim.co/NetAug22
Read 14 tweets
Aug 3, 2022
The case for investing in silver, via 𝗗𝗦𝗣 𝗦𝗶𝗹𝘃𝗲𝗿 𝗘𝗧𝗙

A short thread👇

Explore/ invest: dspim.co/AgETFsoc Image
What are the key drivers that make Silver a potent investment option?

➡️Download full presentation: dspim.co/AgETFpres
➡️Invest: dspim.co/AgETFsoc Image
Why Silver prices could potentially increase: The supply-demand economics! 👇

➡️Presentation: dspim.co/AgETFpres
➡️Invest: dspim.co/AgETFsoc Image
Read 11 tweets

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