Harshith🗽

Liberal Free market individualist/Bitcoin maxi/gold bug

బంగారం, బిట్‌కాయిన్‌లనే మేము నమ్ముతాం”

[Harshith🗽 @Harshith740]

>Early 2026 we see a economic slowdown in the US followed by QE restarting.
> Mid 2026 we start seeing first signs of inflation will the US economy still struggling. And maybe even a stimulus check
> By late 2026 we start to see inflation in india start to increase too
> by 2027 US inflation goes to 2022 and fed stops QE
>INDIA'S real economic growth falls below 6% and maybe even below 5%
> pressure on indias government increasing to perform. Even structural reforms possible
> late 2027 Trump popularity falls below 20% in US
> Fed is cornered by late 2027 it's either default or continued inflation

Bookmark this and come back mid 2026 to see the result.

[Harshith🗽 @Harshith740]

SEBI is literally pointless. They don't allow covered calls which has zero exchange side risk but want people to believe dynamic collateral is less risky then covered collateral.

[ＳＯＵＶＩＫ @price_trader_]

Indian retailers to SEBI:

[Harshith🗽 @Harshith740]

@ajxyincognito_ 😶

[anime_malayali3.0🇮🇳 @anime_malayali3]

Ease of doing business? Then where r the reforms?

[Harshith🗽 @Harshith740]

Based S&P global.

[Jesse Livermore @Jesse_Livermore]

Boom.

[Harshith🗽 @Harshith740]

Lobbying for the government to block your competition. What could go wrong.

[Margin of Safety🇮🇳 @InvestorOfJAMMU]

As per wall street journal, Anthropic has urged for a global pause in AI development as artificial-intelligence models are nearing capability to improve without human intervention.

Do you really think IT companies can survive??

[Harshith🗽 @Harshith740]

International media representing the actual problem, while the indian media is still pushing government overpopulation messages.

[Rajesh Abraham🇮🇳 @pendown]

India's surprise baby bust is a warning to the world. #population https://t.co/psiBBfmMSk

[Harshith🗽 @Harshith740]

AI for the win.

[Crypto Rover @cryptorover]

CLAUDE OPUS 4.8 JUST BROKE A $9 BILLION PRIVACY COIN. 🚨

A security researcher used Anthropic's new model to find a 4-year-old soundness bug in Zcash's Orchard pool.

The flaw could create unlimited, undetectable counterfeit $ZEC.

Discovered May 29. Patched June 3.

Could have been exploited for over 4 years. The team has no answer.

[Rishi 🌐🗽🥥🔰🏙 @RishiJoeSanu]

@lymanstoneky Vast majority of India still hasn't registered the consequences of TFR bust. The Indian state still hands out free vasectomies with incentives.

[Harshith🗽 @Harshith740]

@ChiragG30107966 Yeah makes sense. But compared to last time I don't think this will be the same level of hit due to the spread difference. Unless RBI does something absurd to subsidise it.

[Harshith🗽 @Harshith740]

Last time they did FCNR interest rates in india was 8% and in US it was close to 1%. Now in india interest rate is 7% and 5% in US. There is no way FCNR will succeed this time as the spread is too small especially for a 3 year lock up.

[Normal Guy @Normal_2610]

RBI held rates at 5.25% but the real move was the ordinance

Centre scrapped capital gains tax on FPI investments in government bonds, same emergency route they used for the 2019 corporate tax cut.

FPIs have pulled ₹2.47 lakh crore from equities this year and the rupee touched 97 in May. Removing the 12.5% LTCG and the 20% withholding tax on bond interest makes Indian sovereign debt competitive with EM peers.

It took a currency crisis to get there, As i said many times India only take any tough decision if there is problem happening in real time + gun on the head + Votebank

RBI raised its inflation forecast to 5.1% and cut GDP growth to 6.6%, which tells you where the Iran war shock is landing, thanks to Trump

The rate hold is not confidence, it is a central bank stuck between a falling rupee and rising prices with no room to move. The real strategy today is the dollar package.

Subsidised FCNR deposits, scrapped bond taxes for FPIs, tighter exporter repatriation deadlines. India is not reforming its bond market. It is bribing dollars to come home, well lets HOPE

The overseas borrowing window is only open to PSU banks, That is the design flaw. You want dollars flowing in, but you restrict who can bring them.

PSUs are strategic, government controls them fully, and they have big, important dollar needs. It is safer and more targeted I feel Perhaps

Private banks have stronger NRI networks, better FCNR reach, and faster execution, Limiting it to PSUs means the government trusts its own banks more than the market when the whole policy is about attracting the market.

When India opened the FAR route for bond index inclusion in 2024, it let everyone in, This time it picked favorites, I don't know what they are thinking

[Harshith🗽 @Harshith740]

Look at the 3 years chart and tell the same. They let their currencies appreciate when they do and let them fall when they do. It's not a one way street like us.

[🇮🇳@$10 TRILLION @Prakhar81420407]

The narrative in 🇮🇳 suggests as if ₹ is the only currency that is falling when fact is currencies across emerging mkts(like Indonesia) are under pressure due to the Oil shock with some developed countries like 🇯🇵 & 🇰🇷 also seeing sharp depreciation.

[Harshith🗽 @Harshith740]

@ChiragG30107966 It has a 3 year lock in. It's a very illiquid investment. Also on anither note do you think people like us can leverage up Anyways?

[Harshith🗽 @Harshith740]

Zerodha UI is already simple and as top tier as it gets.

[Balu Gorade @BaluGorade]

Zerodha just announced:

> Refund of transfer charges (up to ₹500) when shifting from another broker.

> No AMC for the first year on new accounts.

I don't think investors will switch for a ₹500 refund or an AMC waiver.

The real battle is in UI, features & marketing. Zerodha may need to invest more in the last one.

[Harshith🗽 @Harshith740]

@ChiragG30107966 That's what they did last time. From some articles I read people make close to 30% annualised after leverage as spread was close to 5%. This time it'll be close to 2% so got to see what happens. Also any idea how normal people like us can lever up?

[Harshith🗽 @Harshith740]

@ChiragG30107966 FCNR is a dollar deposit tool. So there is no hedging risk for NRIs.

[Harshith🗽 @Harshith740]

@bitcoinmalayali Wait till you hear that in telengana we spend 1 lakh a year per kid. Most private schools are legit cheaper than that.

[Harshith🗽 @Harshith740]

@RishiJoeSanu There is no way wages are so low in Gujarat. In hyderabad 2 years ago wages were close to ₹800 a day. No one will be working in Gujarat while they can just migrate to hyderabad. I don't trust this wage data TBH.

[Harshith🗽 @Harshith740]

Both shareholders and workers benefited. They already paid a median bonus of 250k usd to their employees. They already pay corporate taxes. How much can you expect them to find freeloaders?

[Max Payne @MaxP2909]

@InvestorOfJAMMU workers should benefit from profits. this is good. fck bullmarket where only small amount of people make money

[Harshith🗽 @Harshith740]

Modern socalism is different from 1970s socalism in a way that atleast back than they overegulated and competed with the private sector but never seized them fully. Modern socalism is basically communism rebranded. I wonder what'll when congress wins in india with its socalism.

[Margin of Safety🇮🇳 @InvestorOfJAMMU]

Bull Market structure breaks down when we hear this type of statement from Govt.

South Korea Labor Minister comments that Samsung and other firms should consider sharing excess profits earned from the AI boom.