Shailesh Kakkar

Founder @Invest_X1 | Ex-Wall Street | IIT Delhi Alumnus

[Shailesh Kakkar @PerpetualWheel]

#MSTR didn’t make a higher high.
#BTC made a higher high.

Divergence- I tend to trust stock market more. Saw a similar pattern last cycle as well - MSTR didn’t make a higher high in Nov 2021.

Caution ⛔️

[Shailesh Kakkar @PerpetualWheel]

Wow!

[Shailesh Kakkar @PerpetualWheel]

@classpass @aintalliee I need to unsubscribe and there is no option to. Please DM me and sort this out

[Shailesh Kakkar @PerpetualWheel]

@classpass - I need to cancel my subscription, and there is no way on your website or app to do so.

The support bot keeps on routing to options that don’t work. I need to unsubscribe and stop being charged NOW.
Waiting ….

[Shailesh Kakkar @PerpetualWheel]

@classpass - I need to cancel my subscription, and there is no way on your website or app to do so.

The support bot keeps on routing to options that don’t work. I need to unsubscribe and stop being charged NOW.
Waiting ….

[jss @jsensarma]

i just can't unsee this now ..

[Shailesh Kakkar @PerpetualWheel]

@Normal_2610 Which platform is this snapshot from?

[Shailesh Kakkar @PerpetualWheel]

@riteshmjn Coinbase IPO in 2021, and what followed for crypto markets - similar story.

[Shailesh Kakkar @PerpetualWheel]

Dispersion between news flow and price action is amongst one of the highest information signals.

[Algo Research @algo_research]

🇮🇩 Rupiah depreciated back to 17,700/USD despite a “bazooka” interest rate hike of 50bps this week.

Our thesis remains intact.

A monetary move is insufficient (or somewhat irrelevant) because the main catalyst to outflows is the lack of fiscal credibility and distrust to policy direction.

Fun fact: The combined net foreign inflows from Indonesian equity (IHSG) and bond markets (SRBI + SBN) reached IDR 25 trillion this year, suggesting that most of the capital flight come from domestic.

Will they care about an interest rate increase? Unlikely

[Shailesh Kakkar @PerpetualWheel]

Never attribute to incompetence that which can be explained by malfeasance.

[Brian Berletic @BrianJBerletic]

🇺🇸/IRAN - The US isn't trying to open the Strait of Hormuz - it is literally blockading it and perpetuating a war that ensures insecurity around it indefinitely.

The US is engaged in a controlled demolition of Middle East energy exports and a large part of the global economy dependent on those exports.

It is playing games to manage prices and markets as it does so - NOT trying to find a way "out" of consequences everyone in Washington knew about before launching the most recent war of aggression.

The US simply doesn't want things to collapse overnight - just like it managed Europe's decoupling from Russian energy (which is still taking place).

Theories otherwise are based entirely on believing US statements at face value, as if the US is in the habit of telling the truth especially when things are going poorly?

And yes, the US would rather pretend a bumbling president caused all of this by "accident" than admit it is deliberately imploding Asian energy sources and thus Asia's economy and beyond (just like it has to Europe already).

That's why elections, the White House and the US Congress exist - a layer between the actual interests running US policy and the public - to serve as scapegoats and excuses easily disposed of and replaced every 4-8 years.

[Shailesh Kakkar @PerpetualWheel]

@riteshmjn Price leads.

[Kpaxs @Kpaxs]

Treat your attention like your ancestors treated fire: sacred, finite, and worth protecting from thieves.

[Shailesh Kakkar @PerpetualWheel]

@riteshmjn Pharma sector looks poised to outperform the market.

[Marlin @nostalgiafkninc]

The greatest sin on earth is being fat

[Shailesh Kakkar @PerpetualWheel]

Stan’s the man.

[Shailesh Kakkar @PerpetualWheel]

Indeed a line in the sand

[Luke Gromen @LukeGromen]

"Professor, don't you find it curious that a new US-Iran peace deal leaks almost every time the 10y UST yield breaks 4.4% on the upside?"

"Actually, if I think about it, I don't find it curious at all."

[Justin Skycak @justinskycak]

The cost of avoiding structure is that every day has to be renegotiated from scratch.

[Naval Quotes @NavalQuotes247]

"Take feedback from nature and markets, not from people."

@naval

[CG @cgtwts]

> be chinese ai labs
> while claude and openai are in cold war
> kimi dropped k2.6 using deepseek's v3 architecture
> the same week deepseek drops v4 using kimi's muon optimizer
> 1.6 trillion parameters & 1M context
> both match or beat closed models on benchmarks while being 8x cheaper
> both build on each other's breakthroughs
> keep shipping frontier LLMs with far less or nerfed NVIDA GPUs
> and keep them 100% open sourced

the real battle is not between models,
it's open source vs closed.

[Linda Raschke @LindaRaschke]

If you stay 100% technical, you will quickly see that news does not matter 95% of the time.

[Shailesh Kakkar @PerpetualWheel]

First Ethical use of AI

[𝕷𝖚𝖈𝖎𝖋𝖊𝖗 @LucifersTweetz]

Iran trolling Pete Hegseth hard as fuck. 🤣

[Shailesh Kakkar @PerpetualWheel]

True story