INFixed Income

Kush Sonigara; Views are personal

[INFixed Income @FixedIncomeIN]

Michael Mauboussin's CAP paper covers far more than just business lifecycle stages. But while reading it, one thought kept coming to mind:

"But at what price?"

A few reflections:
https://t.co/gkXn45cPhi
CAP paper:
https://t.co/fqmMEKxZzA

[INFixed Income @FixedIncomeIN]

At this stage, gradual signalling may be more stabilizing than temporary regulatory interventions or tactical market measures. 9/9

[INFixed Income @FixedIncomeIN]

Over the years, India’s lending rate architecture has evolved from the Base Rate system to MCLR, and eventually toward external benchmark-linked lending, largely driven by the RBI’s push for faster and more transparent monetary transmission. 1/n

[INFixed Income @FixedIncomeIN]

The obj. need not be aggressive tightening, but rather demonstrating intent and preserving credibility before larger imbalances emerge. Delaying action for 2 long and thn reacting abruptly to crncy weakness, cap outflows, or global rate shifts may prove more disruptive later. 8/n

[INFixed Income @FixedIncomeIN]

@makemytripcare @Rajesh_Magow MMT - Select available support options from below. But no options!

Machines my god! @makemytripcare @Rajesh_Magow

[INFixed Income @FixedIncomeIN]

Extremely disappointing experience with MakeMyTrip outstation cab service. Incorrect driver/car details shared, vehicle broke down midway due to no fuel, amount deducted, rude driver behaviour, and absolutely no customer support in an emergency. (1/2)

[INFixed Income @FixedIncomeIN]

You cannot speak to a real person, branches deny responsibility, and nobody helps when you are stranded. They are quick to call while booking, but absent when customers are in trouble. Serious concerns around safety, accountability, and reliability. @makemytripcare @Rajesh_Magow

[INFixed Income @FixedIncomeIN]

Isn't reserve money growth the problem?

Think a lot of debate around this topic has to end, taking up unnecessary intellect share of many!

https://t.co/Tdn4GWD2Wi

[INFixed Income @FixedIncomeIN]

Many don't understand temperament, so miss out. The irony is that many of those who understand, still miss out.

[INFixed Income @FixedIncomeIN]

I heard this today that a bear market lasts some 'X' months.

My thoughts-
The Comfort of Numbers and the Cost of Not Thinking Critically

https://t.co/UtuHmv18KI

[INFixed Income @FixedIncomeIN]

Japan Equities: Governance Reform, ROE Normalisation, and Structural Re-rating

https://t.co/MqxFw2c1oS

Credit - https://t.co/kFahNfzu9I

[INFixed Income @FixedIncomeIN]

Buffett’s lesson: never start with terms. If the business is bad, no structure, seniority, or security will protect you.

https://t.co/lZLpBJIWOb

[INFixed Income @FixedIncomeIN]

"perfectly willing to trade away a big payoff for a certain payoff"

#predictability

[Cassandra Unchained @michaeljburry]

This is well worth 3 minutes and 15 seconds of your time.

https://t.co/VcVdhXYrb4

[INFixed Income @FixedIncomeIN]

A Charlie Munger enthusiast has created AI-generated audio compilations that brings together his writings, speeches, and other archival materials into immersive long-form videos — a true delight for admirers of Munger’s wisdom.

https://t.co/pjQeUpUQCG