Mel Desai

40BelowZero

[Mel Desai @MehulFromWisc]

@Crazymoments01 @Grok is this AI generated video?

[Mel Desai @MehulFromWisc]

@m3_melody Just wait till the CPI next week ~ 4.2% to 4.3%. Of course CNBC will say “as expected”!

[Mel Desai @MehulFromWisc]

@kayleighmcenany This is just arrant nonsense - no employer in their right mind would hire unqualified applicants and those software interviews aren’t a walk in the park. A”former official” working a Gubbermint job wouldn’t know to add fractions!

[Mel Desai @MehulFromWisc]

First Trump got mkt *numb to the war* with his tweets, now the *mkt is numb to his tweets!*

[Mel Desai @MehulFromWisc]

@zerohedge Marie Antonnette: "if you can't afford bread, then eat cake"

[Mel Desai @MehulFromWisc]

@PeterSchiff Don’t worry mate, everything will be like commercial paper, 30, 60, 90 day maturity. 40T refi every quarter. Easy peasy!

[Mel Desai @MehulFromWisc]

@sunilgurjar01 Facts have changed - Deficits in U.S. and worldwide, total credit outlays, QE, money printing are all a magnitude of order higher. 1 prior incident is not statistically significant an observation to draw conclusions!!

[Mel Desai @MehulFromWisc]

Just saying - running a business isn’t the only thing important in life. Bengal has such great scientists like Satyendra Nath Bose and Jagdish ChandraBose such great philosophers like Tagore and Autobindo not to mention other great minds like Nirad Chaudhuri. Dalali is valuable but not the best all that you are making it out to be.

[Mel Desai @MehulFromWisc]

@dlacalle_IA @TheRickWilson GW

[Mel Desai @MehulFromWisc]

@LanceRoberts Just checking with you if this is the same analyst that put out a $600b price tag on dojo?

[Mel Desai @MehulFromWisc]

@hvgoenka India’s GDP is akin to annual earnings whereas NVDA’s market cap is the present value of all future earnings! Do we understand the difference mate 🧐

[Mel Desai @MehulFromWisc]

@TheBarmyArmy kallis

[Mel Desai @MehulFromWisc]

@LukeGromen why is the 10y treasury yield stuck in such a small range over the past 6 months or yer hiven the various dramatic forces including inflation, war, deficits, labor weakness, housing market weakness etc.?

[Mel Desai @MehulFromWisc]

@Hasselbach_Nick @LukeGromen @Rory_Johnston As the world renowned author and acedemic - Prof John Hull in his book on Futures, Options and Other Derivatives said:
"Forward prices are not expected future prices"

[Mel Desai @MehulFromWisc]

@BabajiSutar3 Sandip Patil

[Mel Desai @MehulFromWisc]

@traversingkrith They call it latency in engineering 😊

[Mel Desai @MehulFromWisc]

@rawsalerts iFailure? iPencil? iCar? i5GModem? iGoggles? iwatch?

[Mel Desai @MehulFromWisc]

@HenrikZeberg Supply chains take forever to heal! Businesses go bankrupt- leverage unwinds and the state of deflation in transitory at best. The unavailability of product is not deflationary!!

[Mel Desai @MehulFromWisc]

@sunilgurjar01 Those federal deficits are multiple orders of magnitude higher relative to our GDP!! Corporate, mortgage and personal debt are similar higher. Federal Reserve policies and wars have exploded deficits. All roads lead to Gold!

[Mel Desai @MehulFromWisc]

@TripleDTrader You haven’t sized the trade big enough, I’d be all in, second mortgage and all !!