Pyramid Investments

Latest India and Global Stock market Updates, Picking for Myself Great businesses for Investments, Value Investor and professional Margin Trader (Individual)

[Pyramid Investments @Pyramid_invst]

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[Adam Khoo @adamkhootrader]

US Markets sold off yesterday as the FED projected only 2 rate cuts in 2025 (much less than expected). The 10 Year Treasury Bond yield surged to 4.54% and the USD Rallied. This was actually not surprising as the futures markets have already been pricing in a less dovish fed after inflation picked up slightly.

Is it a bad thing that the fed funds rates are projected to decline slower than expected and that the 10 year rate is going up? It all depends on the type of industries and stocks.

Companies that have strong balance sheets (low debt, high cash levels) will continue to do well in a higher for longer rate environment. Secular growth companies that are experiencing surging revenue and earnings growth as a result of building out the AI infrastructure or as a result of productivity gains from AI will also continue to perform. These are companies like AMZN, META, MSFT, V, GOOGL, CRM, NVDA, AVGO, PLTR, PANW etc…

Cyclical companies that are highly leveraged, have a need to raise debt or sell a high priced product which consumers need to get loans for may be more challenged. These include Real estate home builders, Real estate related services, REITS, Auto manufacturers, Commodity companies and small caps.

The S&P 500 (SPX) has retraced to a support level at 5,865 (previous swing low and previous swing high). If the SPX can hold near this level, we may still see a rally towards the end of the year. Overall, this is a healthy pullback on an uptrend and presents investors the opportunity to add shares of high quality stocks that have come down to undervalued levels.

[Pyramid Investments @Pyramid_invst]

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[Pyramid Investments @Pyramid_invst]

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[Pyramid Investments @Pyramid_invst]

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[Pyramid Investments @Pyramid_invst]

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[Pyramid Investments @Pyramid_invst]

ICICI securities behaviours with his own AP
Is very disappointing, ICICI securities is going to terminate his All AP without any conversation and compansation. Feeling very same full to work with ICICI over 20 years. @ICICIBank @ICICIBank_Care @ICICI_Direct

[krishna @krishna48216955]

ICICI securities behaviours with his own AP
Is very disappointing, ICICI securities is going to terminate his All AP without any conversation and compansation. Feeling very same full to work with ICICI over 20 years. @ICICIBank @ICICIBank_Care @ICICI_Direct

[Ashish Nanda @Ashish1Nanda]

MTF / Pay Later - When economic pressures force you to change your views.

I have always believed MTF being a good product for tactical use when you find a high conviction stock. Rather I have always seen more risk in F&O than in MTF. If one borrows at a reasonable rate, MTF can open big opportunities. Needless to say investors have to be conscious of the risks involved.

Regulatory changes are leading to drop in revenues from F&O where most discount brokers have over-reliance. So MTF is a natural diversification.

It is good to see many of the discount brokers enabling the product on their platform, even though might have talked down about it in the past.

The biggest take-away for me is that MTF as a product is going to become popular and mainstream, as more players enable the product.

[Pyramid Investments @Pyramid_invst]

Today video on YouTube 👌

[Pyramid Investments @Pyramid_invst]

Single stock to hold for the next 10 years:

@infobeans

What’s yours?

[Pyramid Investments @Pyramid_invst]

Single stock to hold for the next 10 years:

@IRCTCofficial

What’s yours?

[Pyramid Investments @Pyramid_invst]

Single stock to hold for the next 10 years:

@tataelxsi

What’s yours?

[Pyramid Investments @Pyramid_invst]

Single stock to hold for the next 10 years:

@affle

What’s yours?

[Pyramid Investments @Pyramid_invst]

Single stock to hold for the next 10 years:

@latentview

What’s yours?

[Pyramid Investments @Pyramid_invst]

Single stock to hold for the next 10 years:

$AFFLE

What’s yours?

[Pyramid Investments @Pyramid_invst]

Single stock to hold for the next 10 years:

$PLTR

What’s yours?

[Pyramid Investments @Pyramid_invst]

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[Pyramid Investments @Pyramid_invst]

https://t.co/O1Uh8PxpkR

[Pyramid Investments @Pyramid_invst]

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