Punam

एतदपि गमिष्यति ।

etadapi gamiṣyati

This too shall pass.

यह भी जाएगा |

[Javier Blas @JavierBlas]

Energy factoid of the day:

The entire annual global LNG market equals to about six weeks of coal demand in China and India.

[Aaraadhya Saxena 🇮🇳 @ihailmyindia]

> India refused to lower taxes for Tesla imports & told Musk to set up manufacturing here instead.

> Ever since Elon took over X, anti-India accounts have found a much bigger amplifier.

> Now India is scrutinizing his Starlink over national security concerns.

Looks like someone still hasn't gotten over that 'No'. 💅

[Nigel D'Souza @Nigel__DSouza]

Interesting price action across markets.
Bitcoin, Gold, Oil & US equities are all seeing profit taking at the same time.

Beyond geopolitics, two other factors could be worth watching:
1⃣ The reported $75 billion SpaceX IPO, which is said to be heavily oversubscribed.
2⃣ FIFA World Cup betting volumes, projected by industry estimates to exceed $160 billion globally.

Just a thought, since multiple asset classes are selling off together, maybe it is worth following where the liquidity is moving 🤔

[BRICS News @BRICSinfo]

JUST IN: 🇺🇸🇮🇷 US fighter jet strikes oil tanker heading to Iran, violating blockade.

Indian crew members were airlifted after the ship caught fire.

[Reads with Ravi @readswithravi]

I'm in love with this sentence:

“Forgive yourself for not knowing earlier what only time could teach.”

[Sanjay Kumar IAS @skumarias02]

The tourists are witnessing amazing wildlife interaction of free roaming Rhinos & tiger in Dudhwa N.P. on daily basis. Here's a cautious tiger unsure of targeting the armoured plated, confident,unperturbed Rhino at a waterhole.
VC- kaushalendra singh
@DudhwaTR
@rameshpandeyifs

[Punam @PUNAMDG]

@jitendramr @impression_ists Amazing!!!!💝

[Javier Blas @JavierBlas]

Significant amount of Middle Eastern oil is leaving the Persian Gulf by tanker via the Strait of Hormuz (in addition of the bypass pipelines).

The telltale is the decline over the last few weeks of onshore crude inventories. Plus the surge in STS activity just outside Hormuz.

[Normal Guy @Normal_2610]

Pakistan launched 6 Earth observation satellites in 16 months, every single one from a Chinese rocket.

In that same window, India lost 3 strategic satellites because PSLV kept failing at the third stage. One of those Pakistani satellites is in an orbit tuned to pass over Jammu and Kashmir multiple times per day, not by accident but by design.

China gave Pakistan a full surveillance constellation while India could not even get its own rockets to work. That surveillance gap already exists and gets wider every month.

India SBS III program promises 52 surveillance satellites by 2029, 31 built by private firms, with a 27,000 crore rupee budget. The first batch will not fly before 2027 at the earliest.

Pakistan already has a working constellation imaging Indian territory every two days. India is designing the answer to a problem that already exists and is getting worse.

The SBS III timeline assumed ISRO would be reliable, but ISRO ran a 50% failure rate on strategic missions between January 2025 and January 2026.

India has 300 private space startups and Skyroot just became a unicorn at 1.1 billion dollars. Pixxel launched India's first private satellite constellation via SpaceX.

That private energy is real but it is aimed at the commercial market, not defence. The defence satellites still depend on ISRO's PSLV, and that rocket is broken right now.

India needs to let private launchers carry military payloads soon. Otherwise the 52 satellite SBS III plan stays delayed while Pakistan's Chinese built constellation keeps collecting imagery every two days.

there is Opportunity here for private Player & Many are listed

https://t.co/rW4K1VCWM2

[Hillbilly @JamesHu27192912]

A farmer threw a dead pig into a well… and within a short time, seventy to eighty rats jumped in to feast on it.

At first, everything seemed easy.

The moment they saw food, they all rushed toward it. But after eating, they realized something terrifying… the walls of the well were too high and too steep to escape.

Slowly, the food ran out.

Hunger increased.

And that same place turned into a battlefield.

In a desperate fight to survive, the rats turned on one another. They started killing and eating each other alive.

Days later, only ONE rat remained in the well.

Its eyes were red like blood.

Then the farmer lowered a rope, pulled the rat out, and released it back into the fields.

Did the farmer feel sympathy for it?

Absolutely not.

The farmer understood something most people never will…

That rat had now become addicted to eating its own kind. It would no longer search for grain. It would now hunt other rats instead.

And THAT is what “divide and rule” really means.

The people sitting at the top rarely fight each other.

Instead, they create an environment where the people below keep fighting, hating, destroying, and consuming one another… while the real controllers sit back and watch the chaos unfold.

Whenever two people are fighting each other, the benefit almost always goes to the third person… the one standing behind the curtain controlling the entire game.

Understand the trap.

Because if you don’t… you may already be inside the same well.

Turn off the noise.
Turn on your mind. ✌️🖤

[Mario Nawfal @MarioNawfal]

🇮🇷🇺🇸 Iran's World Cup squad landed in Mexico wearing pins bearing the number 168.

Not a jersey number. A body count. The 168 children killed when a U.S. missile hit a school in Minab on February 28th. Most of them were young girls.

The strike was later confirmed to be a U.S. military mistake. 175 people total died.

Now the same country that launched that strike is hosting Iran at SoFi Stadium in Los Angeles on Monday.

The players didn't need a press conference. They let the pins do the talking.

This is the first World Cup in history where a host nation is fielding a team from a country it's actively at war with. The optics were already impossible. Iran just made sure nobody looks away.

Source: Daily Mail/Writer: Jamie

[Rod D. Martin @RodDMartin]

🧵 China’s population collapse is now mathematically irreversible.

There simply aren’t enough women left of childbearing age.

Even if the fertility rate magically returned to replacement level (2.1 children per woman) tomorrow, the country would still lose more than 40% of its population by 2100.

It won't. The real number is 75%. There's nothing like it in history. 🧵

[Mario Nawfal @MarioNawfal]

🇺🇸🇮🇱🇮🇷 Channel 12 with the full backstory on last night:

Trump called Netanyahu twice. The first call came after Iran's initial missile launches. Trump warned against escalation, said Israel had no US approval for broader action.

Netanyahu argued Iran violated Israeli sovereignty and struck anyway.

After Iran's final barrage, Tehran contacted Washington directly and signaled readiness for a ceasefire. Israel began preparing a 3rd, larger strike.

Trump called Netanyahu again: "You did what you did. Now hold your fire. We are heading toward an agreement."

Netanyahu returned to the command bunker and cancelled the planned attack with aircraft already prepared to launch.

5 regional governments apparently also called Trump asking him to restrain Israel.

The pattern is now established. Each cycle ends with Washington holding the line.

But each cycle also starts with Israel deciding it doesn't need permission.

Writer: Oliver

[Mario Nawfal @MarioNawfal]

🚨🇯🇵 Japan’s stock market is exploding into smithereens: Nikkei plunged 4.2%!!!

¥48.3T (that's equivalent to $335B), wiped out in a single day

Japanese tech giants like Tokyo Electron, SoftBank, and Advantest were absolutely crushed.

Talk about a correction after a massive run.

Source: @BullTheoryio / Writers: Claudio, Oliver

[Shiv Aroor @ShivAroor]

Cannot make this up.

TMC leader Brahmanand Chakraborty found by police hiding under a pile of sarees in Howrah, not far from Kolkata.

Accused of taking “cut money” in exchange for govt housing scheme benefits.

[Mario Nawfal @MarioNawfal]

🇾🇪🇮🇱 The Houthis just announced a complete ban on Israeli ships in the Red Sea, declaring any Israeli movement a military target.

The Bab el-Mandeb Strait sits at the mouth of the Red Sea between Yemen, Djibouti, and Eritrea. About 3.3 million barrels of oil pass through it every day. Roughly 12% of all global seaborne trade flows through that chokepoint.

Source: NY Post / Writers: Jamie, Samuel

[The Kobeissi Letter @KobeissiLetter]

BREAKING: South Korea’s stock market has been halted after falling -8.4% at the open.

[Milley Michael @MilleyMich39119]

Believe in yourself because only you know what you are capable of at the beginning

[Sanjeev Sanyal @sanjeevsanyal]

Not exactly. The period between the fall in fertility and the rapid aging is the demographic dividend - we are in the beginning of that phase and will enjoy it for 25 odd years. The problem is that Indians are seeing a much sharper decline in TFR than most people (including policy makers) assume. This will make the post dividend decline sharper. There is no immediate "crisis" but also remember there is no "solution" when the problem will hit. Even if we learn how to increase births at that stage, the demographic pipeline is already hardwired as you cannot create a 30 year old without waiting another 30 years.

[Dr Jaison Philip. M.S., MCh @Jasonphilip8]

The world sees Praggnanandhaa as a chess prodigy. They see the trophies, the headlines, the victories over Magnus Carlsen,& the enigmatic smile across the board. They didn't see the journey of this Chennai star.

I saw a middle class Tamil family deciding that a child's dream was worth every sacrifice they could make. They don't see a father working tirelessly so that tournament fees could somehow be afforded. They don't see a mother travelling endlessly with her son, carrying home cooked food across continents because every rupee mattered. Yes, even food. They don't see the thousands of lonely hours spent staring at 64 squares while other kids watched Cable TV.

What makes his story remarkable is that he wasn't even the family's 1st chess prodigy. His sister, Vaishali, was already making waves. Many younger siblings would have lived in that shadow. Instead, he quietly built a light of his own.

By 12, he had become one of the youngest Grandmasters in history. But talent alone never explains greatness. Chess at the highest level, is never merely a test of intelligence. It is a test of resilience. Nezhmetdinov, Parimarjan Negi, Sultan Khan... They were all supremely talented. Yet never made it big.

Praggs had the doggedness, when the path was strewn with thorns & pebbles, the peak was not visible. A test of whether you can keep thinking when exhausted, keep believing after defeat,& keep improving when the world isn't watching.

Then came Magnus Carlsen. For most young players, facing Magnus is like standing at the foot of Everest. Praggnanandhaa climbed anyway. He beat him. Then beat him again. And again. What initially looked like an upset slowly became the arrival of a new force.

But perhaps the most extraordinary thing about him is his temperament. In an age that rewards noise, he remains quiet. Unassuming. In a world obsessed with self promotion, he lets his moves speak. He wins without arrogance. He loses without excuses. There is a rare dignity about Praggs.

Sometimes I think about the absurdity of it all. In a universe containing billions of stars and countless worlds, on one small planet, in one corner of Chennai, a boy sat before a chessboard,& dreamt the impossible. Not because success was guaranteed. It never is. Not because the odds were favourable. It never was. But because he loved the game, his family believed in him.

That, more than any rating or title, is what makes Praggnanandhaa special. His story is a reminder that greatness rarely arrives with fanfare. It is built quietly, one sacrifice, one setback, one ordinary day at a time, until suddenly the world looks up and calls it extraordinary. Jai Hind!