D(uh)CF

Fuck macro, listen techno, take your 2/20, and ride yo lambo. Bear with me.

[No1 CHELSEA FAN @charlfrim12]

FIFA is doing everything for Argentina to win another World Cup title. Infantino must be investigated. The worst FIFA president ever.

[Gabbar @GabbbarSingh]

You will soon find out, FIFA is the new Israel. :)

[D(uh)CF @FreeKashFlow]

@softspacess @KankshaPat3850

[Napoleon Hill @napoleonmastery]

Love is, without question, life’s greatest experience.

[D(uh)CF @FreeKashFlow]

@lepa_vale @KankshaPat3850

[Spectra @lospectra_]

2012 2026

[D(uh)CF @FreeKashFlow]

@lunecrumbss @KankshaPat3850

[D(uh)CF @FreeKashFlow]

@HOUSEPORN___ @KankshaPat3850

[Tai Lopez @tailopez]

Denzel Washington was right, always be thankful for the bad things in life. They open your eyes to see the good things you weren't paying attention to before.

[ℏεsam @Hesamation]

Meta burns $2.65B a year on AI tokens. at $300K for a Meta engineer, that's enough to pay ~9,000 engineers for a full year.

now ask yourself: since the layoffs, has Meta shipped anything that feels like 9,000 engineers’ worth of output?

[Financial Times @FT]

Donald Trump declared making more than 22,000 stock transactions in 2025, according to the FT analysis. His immediate predecessor, Joe Biden, made 13 transactions over four years. In his first term, Trump made 517. https://t.co/mWDvtvAllj

[ANI @ANI]

#WATCH | Mumbai, Maharashtra: On the Jevons paradox and software demand expansion, Neelkanth Mishra, Executive Director Designate of the World Bank, says, “…If you think about what the major cost of a software firm is, it is people. So, if the writing of software is getting automated, those firms will be the first to make adjustments. But on the whole, it seems that the Jevons paradox—which dictates that as the cost of writing software falls, the amount of software written goes up—is actually playing out. If an XYZ company, which is a product company, was spending, say, $100 million on writing software and can now do it for $70 million, they might need to lay off some people; that is their business priority. But if the amount of software written goes up three to four times, the number of software engineers in the ecosystem will not change… This panic and paranoia about massive job losses is something that I think is, at this stage, unfounded.”

[Pankaj Tibrewal @pankajtibre]

One interesting observation from the recent market recovery…

Over the last 3 months:
• Nifty 50: +7.6%
• Nifty Midcap 150: +17.4%
• Nifty Smallcap 250: +24.2%

Even over the last 1 year, midcaps (+4.4%) and smallcaps (+0.3%) have outperformed large caps (-5.1%).

But here’s where it gets interesting…

Despite the indices being positive over the last year, the median stock is still down 2.4% in the Midcap 150 and 5.8% in the Smallcap 250. Even more telling, only 44% of stocks in both indices have delivered positive returns over the last one year.

In other words, the rally hasn’t been as broad-based as the index levels suggest. A relatively small group of strong performers continues to do much of the heavy lifting in last one year.

However the picture is beginning to improve, though. In the last 3months, nearly 77% of midcaps and 83% of smallcaps have turned positive, suggesting that market breadth is finally broadening.

Another fascinating statistic is the dispersion of returns.

The gap between the best and worst performer over the last year is:
• Nifty 50: 88%
• Midcap 150: 156%
• Smallcap 250: 308%

Even in the so-called “safer” large-cap universe, the spread between winners and losers is remarkably wide.

Looking only at index returns can be misleading. Breadth tells you how many stocks are participating, while dispersion tells you how rewarding stock selection has been. It’s been a classic stock picker’s market.

Data as on 30th June 2026.

#IndianMarkets
#StockMarket
#Nifty
#Midcaps
#SmallCaps
#MarketBreadth
#Investing
#EquityMarkets
#ActiveInvesting

[D(uh)CF @FreeKashFlow]

@HotspurEdition No way we selling romero.

[D(uh)CF @FreeKashFlow]

@Alex_reports_ Imagine Kane and Son.

[D(uh)CF @FreeKashFlow]

@SB8308715342770 Hope so a competent medical team aswell.

[- @MusialaEra]

They want to convince you that Harry Kane isn‘t an absolute all timer. One of the greatest strikers the world has EVER seen and it‘s not debatable.

[B. @InvertTheWing]

There hasn’t been a single knockout game hasn’t scored in this season.

He’s actually fucking ridiculous.

— Brace vs. DR Congo.
— Brace vs. PSG.
— Brace vs. Madrid.
— Brace vs. Atalanta.
— Hattrick vs. Stuttgart.
— Goal vs. Leverkusen.
— Goal vs. Leipzig.
— Goal vs. Koln
— Goal vs. Union Berlin.

Should be a unanimous Ballon D’or campaign.

[Parimal @Fintech03]

In Chapter 6 of the 1st book of the Arthashastra, Chanakya introduces the core metric of personal success: Indriya-Jaya (Conquest of the Senses).

He explicitly lists the 6 internal enemies (Ṣaḍripu) that destroy a human being from within:

- Kāma (lust / desire)
- Krodha (anger)
- Lobha (greed)
- Māna (vanity / arrogance)
- Mada (pride / haughtiness / intoxication of power)
- Harṣa (overjoy / excessive happiness / euphoria)

Chanakya states that a person who has not conquered these 6 internal enemies will inevitably destroy themselves, even if they inherit an entire empire.

Modern dopamine-addicted society is entirely run by these 6 impulses. Chanakya’s methodology is an aggressive blueprint to systematic habits, stoicism & emotional regulation.

[D(uh)CF @FreeKashFlow]

@DougieCritchley 17th Twice.