Dr AK Gupta Profile picture
The Way you See Me is The Way I Am". Urological Economist. Poetry a passion. (Poetry thread link below in bio, Economics Thread Pinned)
May 22 5 tweets 4 min read
@indiacharts @_prashantnair I totally agree. The inflation trajectory may change, not final outcome of inflation.

The projected May 2022 CPI inflation is between 6.5%-7%.

How the fiscal cost of this relief is absorbed, need to be seen. @indiacharts @_prashantnair The most welcome step is decreasing input cost on raw materials, plastic and steel.

This will help the industry majorly. Something which is need of the hour.

Now we have to see how much supply chain disruptions affect this import.
May 22 10 tweets 6 min read
Lateral Economic Indices

#economics #inflation #recession

@AlessioUrban @PauloMacro @riteshmjn @SamanthaLaDuc @bon_laetitia @markminervini @ankitapathak_ @avasthiniranjan @564pankaj @JustPunforfun @_prashantnair @dugalira @chigrl Hemline Index (George Taylor, 1925).

Skirt hemlines are higher when the economy is performing better, and longer during downturns.!!!

(Fuming Feminist Economists)
May 21 4 tweets 2 min read
@bon_laetitia @SamanthaLaDuc

Inflation and Oil. My Take

My take on Oil and Inflation

1. Oil accounts for ~ 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. 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.
May 20 5 tweets 2 min read
Official Bear Market entry of #SP500. Just about to go 20% from the top Not all is red.. Specks of green seen.
May 20 5 tweets 2 min read
July 2020-March 2021: Rs 99122 Crore
FY 21-22: Rs 30307 Crore

Significantly down
@dugalira @bqprime @RBI @FinMinIndia Lowest since 2011 - 2012
May 16 6 tweets 3 min read
@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
May 15 5 tweets 4 min read
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.
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.
May 13 4 tweets 3 min read
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
May 12 12 tweets 4 min read
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??
Apr 30 4 tweets 2 min read
Unbelievable, But True

So @USMiniTru can approve this message as not being false

#MinistryOfTruth #Bidenflation Psst. There is nothing official about this.
😂😂
Apr 30 10 tweets 6 min read
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.
Apr 29 4 tweets 2 min read
NASDAQ Losing steam - on track for its worst month since the financial crisis of 2008.

-9.32% down in 1 month.

#NASDAQ #Trading

Good Postmartum of the fall...
Apr 29 6 tweets 3 min read
This is the real growth story. But what if the FAANG bubble bursts, inspite of revenue some correction may be noted in the stock prices. Amazon reported its first quarterly loss since 2015 on Thursday.
It reported a loss of $3.84 billion, or $7.56 a share, for the first three months of the year
barrons.com/articles/amazo…

#Amazon #quarterlyresults
Apr 29 11 tweets 7 min read
Let’s understand if Indian Markets are currently overvalued or undervalued. A Thread 🧵

#macroeconomics #economy #India #MSCI #Nifty #SP500

@SahilKapoor @ankitapathak_ @avasthiniranjan @WeekendInvestng @virtual_kg @564pankaj @JustPunforfun @JustNifty @raggy_k @pprao For this we need to understand P/E ratio. It basically tells us the number of years at constant profits it will take to return the investment.
It tends to capture the agony and ecstasy of the market.
Apr 28 18 tweets 8 min read
The Locksmith Paradox and Medicine

A Thread 🧵

#medicine #urology #surgery

@usioffice @YouthUSI @so_uro @docdilipmishra @rbsabnis @raggy_k @pprao @AnilElhence @Rahul79307822 @drkamaljeet @sanjaybkulkarni @DrSanjayPande10 @BAUSurology @AmerUrological @LoebStacy There’s a locksmith who as he gets better, moves from assistant to master, ends up upsetting customers because he can fix their locks quickly.
The locksmith is saving - time and money for client. But they don't feel the value is there for money due to the shortened time input. Image
Apr 25 11 tweets 5 min read
The @federalreserve is talking of hiking interest rates and end their quantitative easing (QE) policy to halt rising inflation. A Thread 🧵 to understand what it means.

#macroeconomics #investing #economy

@JustPunforfun @564pankaj @CNBCTV18News @bloombergquint @EconomicTimes Image With inflation currently around 7%(USA) and 6,95%(India), businesses and consumers are feeling the pinch.
The Fed’s actions are designed to reduce the inflation rate to a more comfortable 2.00%-3.00% (USA).
@RBI expects India to be down to 5.7% for this financial Year.
2/n Image
Apr 23 19 tweets 6 min read
History Repeats, Are we Listening ?

A Thread 🧵on Economic Cycles, Past & Present, What we Know and What we Do Not.

#Economics #Commodities #recession

@SahilKapoor @virtual_kg @avasthiniranjan @nsitharaman @564pankaj @JustPunforfun @riteshmjn @bloombergquint @PauloMacro We are in a cycle of historical oscillation


Economic instability driven by a pathogen, reminiscent 2018; the outbreak of the Spanish Flu.

More than a century later, where do we go from here?

2/n
Apr 22 13 tweets 4 min read
ADANI GROUP of Companies - Absurd Valuations ??

Let us read in this thread , compiled from an article from @TheKenWeb


#investing #AdaniGroup #Nifty50

@CNBCTV18News @moneycontrolcom @ZeeBusiness Right now Adani group has a combined market cap of $ 280 Billion



LIC increased their stake by 2%

International Investment in the offing - $2 Billion


Gautam Adani is world’s 6th richest person (Net Worth - $120 Billion)
Apr 22 4 tweets 3 min read
Will #DowJones be able to save closing above 34216...?

in.tradingview.com/x/4DQmdjb6



@optionurol Could not be saved and broke the trend line. Heading to next level of 33291...

Will Monday continue with fall or would it rebound after touching 33291 zone.

#DowJones
#USMARKET
#stock
#BlackFriday
Apr 20 5 tweets 6 min read