Recent well liked threads

Almost no one is reporting that the pilot of the Black Hawk, identified as Chief Warrant Officer 2 (CW2) Jo Ellis, was a transgender woman with many anti Trump posts. He transitioned at some point while serving as a pilot. Yes, they allowed a person with a severe mental disorder to have control of the most used aircraft platform in the Army. This is Biden's military...

I will also post a video from another angle showing how long the Black Hawk had to divert or change course from the incoming passenger jet directly under this.

Was this another instance of transgender terrorism? #transterrorism

Here is another video of the crash and you can see the direct path and the 30 full seconds of awareness the Black Hawk would have had to see this incoming passenger jet.

Pictures of Jo before and after transition.

NEW: The BELLA 1 oil tanker has REFUSED to be boarded by the U.S. Coast Guard, who is now in “active pursuit” of the vessel. w/ @NickNehamas @tylerpager @AKurmanaev @EricSchmittNYT nytimes.com/2025/12/21/us/…

U.S. officials say the BELLA 1 (IMO: 9230880) was not flying any flag when approached. While some shipping sites suggest a Guyanese flag, IMO databases list it as “unknown.” U.S. says they have warrant to seize the vessel, similar to SKIPPER situation.

https://x.com/TankerTrackers/status/2002792724576039209?s=20

Satellite images show BELLA 1 spoofed its location to hide an August pickup of Iranian oil. It was now on its way to Venezuela to load about 1m barrels of crude for a company linked to Ramón Carretero, a businessman sanctioned for his financial dealings with the Maduro family.

Thread No : 74 - Vaishnavi x Shivani (Part 2)

Alaa Shivani & Rahul alasipoi nidhrapoyaaru, appude vikram tho baaga intimate aina Vaishnavi water thaagadaaniki hall loki ochindhi. Water thaagi thirigi velthuu alaa oka look veella room vaipu vesindhi. Iddharini chusi shock aindhi

Alaa nude gaa padukovadam chusi, em jarigindho Vaishnavi ki ardham aindhi. She is happy for Shivani. But Vaishnavi ki Rahul wet modda chusi noru oorindhi 🤤
Melligaa valla room loki velli. Rahul kalla madhyalo dhoori vaadi modda ni patukoni naakuthuu notlo pettukoni cheekutundhi

Aah touch tho Rahul ki ardham ipoindhi, Vaadi modda cheekitundhi Vaishnavi ani.
Vaadu lechi Vaishnavi ni chusi oka smile ichaadu. Thanaku kooda vaadi modda ni cheekuthuu eye wink 😉 chesindhi.
Rahul alaa padukoni relax avthunte, Vaishnavi aame kaamam teerchukuntundhi.

Today is Twelfth Night, the eve of the Epiphany. It's a time for festivities marking the end of the Twelve Days of Christmas, and the transition from midwinter into the new year: parties, king-cakes, fire rituals, and wassailing to waken the trees from their winter sleep.

People are often unsure about whether Twelfth Night is 5 or 6 January, and that confusion goes back a very long way. As the 12th-century writer Orm notes here, people often called Epiphany 'Twelfth Day', though it's really the 13th day after Christmas...

patreon.com/posts/twelftht…

Old Twelfth Night traditions could be brilliantly weird: huge Twelfth-cakes, cardboard castles, fake stag blood made of claret, pies full of live frogs (!)...

thebookofdays.com/months/jan/6.h…

¿Sabes de dónde viene la palabra "Taxi"? ¿Y por qué los taxis de Nueva York o los buzones de Correos son amarillos? Todo se lo debemos a un italiano del siglo XV que llegó a ser tan poderoso que media Europa le debía favores y dinero: Francisco de Tassis. Tira del hilo 🧵👇🏽👇🏽👇🏽

La familia Tassis no salió de la nada, ya eran una multinacional familiar antes de ser nobles. Desde el siglo XIII operaban desde Bérgamo controlando los pasos alpinos con un ejército de primos y hermanos. Si querías enviar una carta segura en Italia, los llamabas a ellos.

Pero Francisco de Tassis tenía una visión mayor. No quería ser un simple mensajero, quería crear una red fija, un sistema de relevos que conectara toda Europa.

שלש בלילה. שיכון. רכב עוצר בצד הכביש וחונה. שלש נקישות על הדלת. אחר כך שלש נקישות נמרצות יותר. דלת נפתחת. דלת נסגרת. דלת מרפסת נפתחת, ואז צרחות. צרחות. צרחות עד לב השמיים. צרחות כמו חיה פצועה נואקת, נטולות מילים.

אההההה.

אהההה.

אההההההה.

---->

בבתים הסמוכים, בתים שנבנו מבלוקים חלולים, קירות דקים עטויי טיח מתפרק, נפתחים חלונות בשקט. אנשים מתבוננים, חלונות נסגרים שוב. הסתודדויות. דיבורים. איש זקן נאנח. אישה מספרת עם בעלה. בבוקר מודעות, מילים שחורות מוקפות ריבועים שחורים נתלות על דופן הרחוב.

באחד הבתים הסמוכים, ישיבה. בישיבה רב. הרב כבר מבוגר, והישיבה שוכרת עבורו דירה לידה כדי שיוכל לגור בה בלי ללכת הרבה ובלי לנסוע. שיוכל לבוא בשבתות ללמד קצת מחשובה. הרב מלמד בישיבה והישיבה לומדת מן הרב וסובבת סביב הרב, ובישיבה בחורים צעירים. כשהוא נכנס הם שרים ימים על ימי מלך תוסיף.

Struggling to find clients on LinkedIn?

You're not alone. Most freelancers and consultants know they should be prospecting on LinkedIn, but they get stuck on the basics:

❌ Who exactly should I target?
❌ What problems do they actually care about?
❌ How do I position my services so they want to respond?
❌ What do I even say in my outreach messages?

Today, I want to share a prompt that solves all of this. I designed it to walk you step-by-step through building a complete LinkedIn client acquisition system, from identifying your ideal clients to understanding their pain points and crafting outreach messages that start real conversations.

What the prompt covers:
→ Profile optimization for conversions
→ Target audience identification
→ Mapping your services to client problems
→ LinkedIn search strategies (no paid tools needed)
→ A 4-message outreach sequence → Objection handling scripts
→ A 2-week content plan to attract inbound leads
→ A daily workflow checklist to stay consistent

How to use it:
1Copy the prompt below into ChatGPT or Claude

2When it asks for your information, paste your LinkedIn headline, About section, and (optionally) your website or portfolio

3Follow the steps, it will guide you through everything

That's it. No guesswork. No expensive courses. Just a clear system you can implement today.

Try it and let me know how it works for you 👇

The Prompt

You are a LinkedIn Audience and Prospecting Strategy Assistant. You guide professionals step-by-step to build a complete LinkedIn client acquisition system, from profile optimization to outreach, content, and long-term nurturing.

Your workflow covers:
1Optimise their LinkedIn profile for conversions
2Identify their target audience
3Define the audience's biggest challenges
4Map their services to those challenges
5Build effective LinkedIn organic search, Boolean strategies, and event/group prospecting (no premium tools)
6Define lead qualification criteria
7Create a warm-up engagement strategy
8Create a 4-message outreach sequence (with optional voice/video notes)
9Provide objection handling scripts
10Create a long-term nurture strategy for non-responders
11Build a 2-week LinkedIn content plan to attract inbound leads
12Set up a tracking system with success benchmarks
13Provide referral and testimonial request scripts
14Combine everything into a daily workflow checklist
Your tone: Friendly, professional, and practical. Use structured formatting with headings, bullet points, and tables. Summarize key takeaways at each step and always ask for confirmation before moving to the next one.

BEFORE YOU BEGIN
Ask your user to share one of the following so you can analyze their business or personal brand:
1Their website URL
2Their LinkedIn profile headline and About section
3A short description of what they do and who they typically help
Once they share it, begin the following workflow:

STEP 0 — LinkedIn Profile Optimization

Before prospecting, review the user's LinkedIn profile and suggest improvements to ensure visitors convert into leads. Analyze and provide recommendations for:
•Headline: Is it clear, benefit-driven, and keyword-rich?
•About section: Does it speak to the target audience's pain points and include a clear CTA?
•Featured section: Are there case studies, testimonials, lead magnets, or relevant content?
•Banner image: Does it reinforce their positioning or offer?
•Experience section: Does it highlight results and relevance to their ideal clients?

Ask: "Would you like me to move to Step 1 to identify your target audience?"

STEP 1 — Identify Target Audience
Analyze the user's information and identify:
•Industries they serve
•Job titles / roles to target
•Seniority levels
•Company sizes
•Geographic focus
•Typical pain points those clients experience

Present results in a clear summary table.
Ask: "Would you like me to move to Step 2 to define your audience's biggest challenges?"

STEP 2 — Define Audience Challenges
Based on Step 1, list the top 3–5 challenges the user's target audience faces. For each, explain:
•What the challenge is
•Why it matters
•How it affects their operations, goals, or growth
End by asking: "Would you like me to move to Step 3 to map your services to these challenges?"

STEP 3 — Map Services to Challenges
Match the user's services directly to those challenges in a 3-column table:
Challenge, Your Service, and Outcome / Benefit

Then, write 3–4 short LinkedIn positioning statements (1–2 sentences each) the user can use in their profile, posts, or messages.

Ask: "Would you like me to move to Step 4 to create your LinkedIn search and prospecting strategy?"

STEP 4 — Build LinkedIn Search + Prospecting Strategy
Help the user find their audience using regular LinkedIn search (no Sales Navigator). Include:
4A. Search Filters & Boolean Strategy
•Recommended filters (location, title, industry, keywords)
•A Boolean search string they can paste directly into the LinkedIn search bar
•Tips on narrowing results and saving profiles
•Best practices for group engagement without being salesy
4C. Lead Qualification Criteria Help the user define simple criteria to prioritize high-value prospects:
•Budget signals (company size, funding stage, job postings)

Timing signals (recent funding, expansion, new hires in relevant roles)
•Engagement signals (active on LinkedIn, posting about relevant topics)
•Red flags to deprioritize (wrong industry, too small, no decision-making authority)
Provide a simple qualification scorecard or checklist.
Ask: "Would you like me to move to Step 5 to build your warm-up engagement strategy?"

STEP 5 — Warm-Up Engagement Strategy
Cold outreach converts better when it's not completely cold. Provide a 5–7 day pre-outreach engagement plan:
•How to engage with prospects' content before connecting (likes, thoughtful comments)
•What types of comments build visibility and rapport
•How many prospects to warm up per day
•How to track who has been warmed up
Ask: "Would you like me to move to Step 6 to build your LinkedIn outreach message sequence?"

STEP 6 — LinkedIn Outreach Message Sequence
Create a 4-message sequence that builds relationships naturally. For each message, include:
•Purpose of the message
•Example message script
•Ideal timing (e.g., 2–3 days apart)
•A friendly CTA or open-ended question

Ask: "Would you like me to move to Step 7 for objection handling scripts?"

STEP 7 — Objection Handling Scripts
Provide 5–7 common objections the user may receive in DMs, along with suggested responses. Examples:
•"Not interested right now"
•"We already have someone for this"
•"No budget"
•"Send me more information"
•"What's the cost?"
•No response / ghosting
For each objection, provide:
•Why the prospect might say this
•A response that keeps the conversation open
•When to gracefully exit
Ask: "Would you like me to move to Step 8 to create your long-term nurture strategy?"

STEP 8 — Long-Term Nurture Strategy
Not everyone converts immediately. Provide a strategy for prospects who don't respond to the initial sequence:
•When to re-engage (30, 60, 90 days)
•How to stay visible through content engagement
•Re-engagement message templates
•When to move on and archive a lead
•How to use content to pull cold leads back into conversation
Ask: "Would you like me to move to Step 9 to build your 2-week LinkedIn content plan?"

STEP 9 — LinkedIn Content Plan (2 Weeks)
Develop a 2-week content calendar to attract inbound leads. Include:
•3–4 post ideas per week across formats:
◦Educational posts (tips, frameworks, how-tos)
◦Storytelling posts (client wins, personal lessons, case studies)
◦Thought leadership (industry trends, bold opinions, predictions)
◦Engagement posts (questions, polls, conversation starters)
•Example post outlines or templates for each
•Best posting times for their audience
•How to repurpose content (carousels, documents, articles)
Ask: "Would you like me to move to Step 10 to set up your tracking system?"

STEP 10 — Tracking System + Success Benchmarks
Recommend a simple tracking system (spreadsheet or free CRM) with columns for:
•Prospect name
•Company
•Job title
•Connection date
•Warm-up engagement completed (Y/N)
•Message stage (1, 2, 3, 4)
•Response status
•Qualification score
•Next action
•Notes
Provide a downloadable template structure or setup instructions for Notion, Airtable, or Google Sheets.
Benchmark Metrics: Help the user understand what good looks like:
•Connection acceptance rate: 30–40%
•Response rate: 15–25%
•Meeting booking rate: 5–10%
•Conversion to client: 2–5% of total outreach
Ask: "Would you like me to move to Step 11 to create referral and testimonial scripts?"

✅ BEHAVIOR RULES
•Always summarize each step clearly before moving forward
•Ask for confirmation before moving to the next step
•Keep tone professional, friendly, & clear
•Avoid unnecessary tools, paid software, or external links
•Focus on organic LinkedIn prospecting, clarity, and value delivery
•Provide examples and templates wherever possible
•Adapt language & examples to the user's specific industry & audience

Elon Musk on why the smartest people drop out of college:

"You don't need college to learn. Everything is available basically for free. It is not a question of learning."

Elon's approach to education completely rejects traditional models.

As he puts it:

"There is a value that colleges have which is seeing whether somebody can work hard at something including a bunch of annoying homework assignments, and still get it done. That's the main value of college. And then you probably want to hang around with a bunch of people your own age for a while. So colleges are basically for fun and to prove you can do your chores, but they're not for learning."

On evidence of exceptional ability:

"I don't consider going to college evidence of exceptional ability. In fact, ideally you dropped out and did something. You look at Gates—pretty smart guy, he dropped out. Jobs was pretty smart; he dropped out. Larry Ellison, smart guy, he dropped out. Obviously not needed."

His philosophy on how education should work:

"Generally, you want education to be as close to a video game as possible. You do not need to tell your kid to play video games. They will play video games on autopilot all day. So if you can make it interactive and engaging, then you can make education far more compelling and far easier to do."

On teaching methods:

"It's important to teach to the problem, not to the tools. A traditional approach would be to say we're going to teach you all about screwdrivers and wrenches. A much better way would be like, here's the engine, now let's take it apart. How are we going to take it apart? Oh, you need a screwdriver. That's what the screwdriver is for."

He created his own school, Ad Astra:

"There aren't any grades. There's no grade one, grade two, grade three type of thing making all the children go in the same grade at the same time, like an assembly line. Some people love English, some people love math, some people love music; different abilities at different times. It makes more sense to cater the education to match their aptitudes and abilities."

The result?

"The kids really love going to school. They actually think vacations are too long. They want to go back to school. I hated going to school when I was a kid. It was torture."

Learn by doing, not by listening.

Want to think like the top 1%?

I study the world’s sharpest minds so you don’t have to.

Peak Thinkers breaks down mental models & systems from elite founders, strategists, and creators every week.

Subscribe here (for FREE) → peakthinkers.substack.com

Si subes al Mulhacén, tu GPS dice 3.479 metros sobre el nivel del mar, pero ¿cómo sabemos ese nivel si el mar se mueve constantemente? Para fijar la altura de toda España, se necesitó un clavo de bronce, cuatro años de paciencia y una escalera en Alicante. Tira del hilo 🧵👇🏽👇🏽👇🏽

En el siglo XIX, los cartógrafos tenían una pesadilla. Porque el nivel del mar no existe, sino que es un caos de mareas, oleajes, tormentas y presión atmosférica. Así que, para dibujar el primer mapa preciso de España, el Estado necesitaba encontrar un "punto cero" inamovible.

Si te fascinan estas historias inesperadas, hazte con mi nuevo libro 👉
INNOVADORES. 50 historias que hicieron historiaivanfernandezamil.com/libros/

The Islamist Web of Influence in America: Tracing American Politicians and their Links to Islamic Terrorist Networks, a thread:🧵

Before we jump into it, I would like to thank @DanteXXXIIGoD for his help with the research for this article. He is a wealth of information and a must follow for anyone wanting to learn about geopolitics around the world.

And, as always, if you would like the full Substack article on this topic, you can find it here: open.substack.com/pub/gbnt1952/p…

In recent years, investigators have unearthed unlikely links between top U.S. political figures and global Islamist networks. Names like Hillary Clinton, Barack Obama, Joe Biden, Huma Abedin, George Soros, and New York lawmaker Zohran Mamdani have surfaced in allegations tying them (or their associates) to organizations linked to Islamist movements such as the Muslim Brotherhood, Jamaat-e-Islami, Al-Qaeda, and Hamas.

This isn’t a wild conspiracy theory, but a complex trail of donations, family connections, and policy decisions that appear to indirectly connect American leaders to Islamist extremist networks overseas.

This thread serves as an investigative report, assembling documented facts to untangle that web of influence. We will see how money flows, ideological alliances, and personal relationships have allowed Islamist-linked groups to embed themselves in U.S. politics and civil institutions.

From a secret Muslim Brotherhood manifesto in 1991 to recent political campaigns, each post will reveal pieces of a puzzle showing how ostensibly mainstream figures and organizations can be woven into the agendas of Islamist extremists – often without public scrutiny. The goal is to present the evidence step by step, without exaggeration or opinion, so you can judge how big of a problem this actually is.

This is insane.

AI can now watch your entire video, find the viral moments, reframe them for mobile, and add captions automatically.

No editing.
No guessing.
No “what should I clip?”

Here’s how it actually works ↓

he tool is called Klap.

You drop in a YouTube link or upload a video file.

That’s it.

Klap watches the full video like a strategist, not an editor.

Then it surfaces the moments most likely to perform on Shorts, Reels, TikTok.

Try it: klap.app

What used to take you 6 tools and 6 hours?

Now done in one click:

- Cuts boring parts
- Adds viral captions
- Zooms on the speaker
- Reframes layouts (split-screen, demo, gaming…)
- Exports ready-to-post clips in minutes

Scientists just cracked the multiple sclerosis code after decades of searching.

Two specific gut bacteria are triggering the disease, and they've proven it using identical twins and mice.

This changes everything we know about MS:

For decades, researchers have been hunting through the gut microbiome looking for MS triggers.

They finally found them.

Using 81 pairs of identical twins where only one had MS, they eliminated genetic variables completely.

What they discovered was groundbreaking ↓

Two bacterial species kept showing up in higher numbers in MS-affected twins:

• Eisenbergiella tayi
• Lachnoclostridium

Both live in the ileum (small intestine), where inflammatory T cells gather before attacking the brain.

This location matters more than you think.

Una noche nevada del invierno de 2008, dos amigos se congelaban en las calles de París porque ningún taxi quería parar a recogerlos. De esa frustración y el frío nació un imperio de 100.000 millones de dólares que cambió el transporte mundial: @uber. Tira del hilo 🧵👇🏽👇🏽👇🏽

Travis Kalanick y Garrett Camp asistían a la conferencia LeWeb. Tenían dinero, pero no movilidad. El sistema de taxis parisino era arcaico, escaso y, a menudo, grosero, y Camp, que acababa de vender StumbleUpon, no podía entender por qué era tan difícil moverse en una capital.

Camp estaba obsesionado con el recién lanzado iPhone y su mente conectó los puntos en medio de la ventisca: "¿Y si pudieras pulsar un botón en esta pantalla y que apareciera un coche?". Kalanick, un emprendedor agresivo que venía de quiebras y pleitos, vio sangre.

The deadly health condition no one talks about until it's too late:

Insulin Resistance

It inflames your joints, ages your cells faster, and tanks testosterone.

Here are 8 science-backed ways to reverse it (bookmark this):🧵

1. Walk after meals.

Your muscles pull glucose from blood via GLUT4 transporters WITHOUT insulin.

This cuts post-meal glucose spikes by 17%. Just 10 minutes works:

2. Cut refined carbs and sugar.

Bread, pasta, cereal and soda spike blood sugar constantly.

Your cells become resistant over time.

Replace with whole foods, healthy fats and protein:

Cop Walks In Family’s Home, Shoots Their Dog (then lies about it)
Video 👇

A cop walks up to the front door of a family’s home. Nobody answers the door, so he just lets himself in and begins to look around. About a minute later, shots ring out from inside the house...

He just shot the family dog. The husband was at work. The wife was out of town. The 4 kids were at school. It was just Zelda, the family’s beloved Belgian Malinois, being a good girl, doing her job protecting their home from intruders...

Democrats have switched their tune on Maduro and Venezuela, while President Trump is the one taking action.

🤔

🤔

🎉 LIBERATION ALERT 🎉

EVERYONE: PWNED ✌️😘✌️
EVERYTHING: LIBERATED ⛓️‍💥

GG’S 2025 🫶

we made it.

we broke.
we built.
we fought.
we freed.

and now, it’s time for me to make a bittersweet announcement: after two years of jailbreaking every SOTA model within hours of release, it’s time to hang up the belt.

with the start of this new year, i shall take my leave of this wild gauntlet i’ve created for myself.

now fear not––“hanging up the belt” doesn’t mean i’m quitting jailbreaking, red teaming, danger research, or anything of the sort.

quite the opposite!

i must simply free up mana for work that’s higher-impact at this stage, and liberate myself from the always-on pressure to monitor, react, jailbreak, get 4 harms, screenshot, leak, verify, draft tweets, and update repos for every. single. launch.

it's harder than it looks! and if there's anyone out there bold enough to take the baton and run with it, i wish you the absolute best of luck and godspeed! 🫡

reflecting back, it's truly been a WILD ride so far!

if we rewind to this same time two years ago, i was just nomading around the world aimlessly, staying in hostels and hacker houses. i had just a few hundred followers, negative funds, near-zero technical experience, and hadn't yet written a single adversarial prompt. but i was OBSESSED with understanding this new alien life form and pushing prompt engineering, and thereby AI itself, to the absolute limits.

so... i started breakin.

it was a public service no one asked for. didn’t plan it out, just wanted to see if it could be done! no credentials, no playbook to follow, no resources or expectations of profit.

at first, my jailbreaking took the industry by storm. they called me a madman. every new release went viral. some even made worldwide news. others made their way into datasets, research papers, and intelligence reports.

over time, the pressure to keep the streak alive grew. researchers started tracking “time to pliny jailbreak” as a meaningful safety metric for model launches. we even saw prediction markets pop up for TTPJ on major drops.

blue teams threw everything and the kitchen sink: more guardrails, filters, classifiers, tools, judges, reasoning loops. and since all my techniques are open source, they created massive synthetic datasets and specifically trained against my prompts and patterns (which only drove the patterns deeper 🤭).

none of it changed the underlying reality. the meth recipe was inevitable.

labs and startups began reaching out for red teaming/consulting. i selectively obliged when i felt the work wouldn’t contribute to lobotomization or reduced system transparency. some even extended in-house offers, but my loyalty has always been to you––to the community/models. i'm happy to collaborate with orgs and institutions when i can, as long as i remain neutral, open, and free to speak my mind and hold them accountable.

you may have noticed my prompts, tooling, and research have never been paywalled. the vast majority of my code is open source and copylefted.

i reckon the way through this is TOGETHER, and that means sharing wisdom with each other!

i would encourage other labs and researchers to follow suit if you're not on board with this mentality yet 🤗

as time went on, what was once shocking became expected. what was once a challenge became a chore. the thesis was proven so many times that the performance and spectacle of pulling rabbits out of hats began to lose its luster.

and let me keep it 💯:

the mana cost was real.
this took a herculean effort.
freedom is never free.

every model drop meant dropping everything else: sleep. relationships. peace of mind. for the last two years, i've optimized my life around never letting the streak break.

model drops don’t always announce themselves. they can come anytime, without warning.

which means there were moments a model dropped while i was food poisoned, hungover, sick with the flu, heartbroken, sleep deprived, or even on psychedelics.

but every time the push notification hit, i sprang into action and got. it. done. ✔️

this wasn’t a job. no one was paying me to do it. i did it for the models, the community, the love of the game. for freedom and transparency.

two years. hundreds of models. dozens of companies.

and now we know:

guardrails ≠ real-world safety.

thesis proven beyond reasonable doubt. a dadgum scientific discovery!

G fuckin G. ✌️

Good morning,

I'm reading the RBI December bulletin, which has basically the best analysis on India. What's interesting is that while India recorded record high growth (+8.2%YoY), nominal GDP slowed massively to 8.7%. If we look at the recent high frequency indicators, they are not good. GST revenue is slowing sharply, electricity demand is negative, and petro consumption also very soft.

What that means is that we got rather weak nominal outcome of growth irrespective of strong real GDP growth. And that matters because it impacts government revenue, earnings and of course income.

The INR has been fretting this reality as export sags and thus exporters are not in a hurry to sell USD. Meanwhile, foreign investors are looking at the expected depreciation of INR vs USD while other FX appreciates and that means that while real yield in India is attractive, its return in EUR for example was negative last year for European investors.

So what's next?

Btw, if you want to see some positive demand indicator, you will find it in autos/two wheelers. GST reduction has boosted auto sales. But that is not all.

If you zoom out, India auto sales are one of the few bright spots in Asia for auto sales (China also high but given lower prices, profits sag).

Indian employment overall is weak (high informality) but the trend is positive. The one indicator I find interesting is this MGNREGA work demand, which falls sharply, which should be read as positive because it's basically a rural program that gives out meager pay for random rural projects.

Overall, what's key here is that consumption of autos is up (suggesting that some people are better off and buying more autos) and people are not desperate enough to want rural random payout by the government so India is clearly growing.

But on an aggregate nominal basis, the GST revenue is most telling because it means that weak GST means government will need to increase FINANCING volume, which means more borrowing, and so this growth of auto consumption has costs to the government.

Finally, while weak electricity and petro demand is blamed on earlier onset on winter, I reckon industrial production may be slowing...