Raks Josh

Regular trader & investor in stock markets. Follows business, politics and economic news. Dont follow anyone blindly, including me. Do your own Research too.

[Raks Josh @RaksBravo]

#StockMarket #Nifty #Investment #World #Economy
#Traders #Recession #Bull #Bear #stockstowatch #stocksinnews #stockstobuy #advisory #Technical #Analysis #Fed
#StocksToTrade #Gold #stocks #Bonds #interestrates
#SandP #DowJones #NASDAQ #NSE #BSE #NiftyBank
https://t.co/nnzeD0OQoP

[Arun Mukherjee @Arunstockguru]

If you understand this few things you will probably do well in markets:-

Btw: Retweet for the benefit of others.

[Raks Josh @RaksBravo]

@kamaalrkhan #BreakingNews #Iran #USA #War:
#Trump: Iam going to bomb the hell out of Iran
Trump: Iran is asking to negotiate
Trump: Iran has agreed to a Deal
Trump: I dont Trust Iran. No Deal
Trump: Iam going to bomb the hell out of Iran
Trump: Iran is asking to negotiate
Keep Repeating it🥳

[Raks Josh @RaksBravo]

@Hovind_Official This is what Atheists believe, that out of nothing something was created & that created life & all the animals & living plants & human beings with all the organs of the body, & water, oxygen on Earth with a sun, moon & oil etc
Even their Brain was created by magic from NOTHING🤡

[Raks Josh @RaksBravo]

@PeteAlonSoCrazy So by your ODDS! can you prove 99.99%- that out of nothing something was created & that created life & all the animals & living plants and human beings with all the organs of the body, & water, oxygen on Earth with a sun and moon & oil etc
This all started by magic from NOTHING🤡

[Raks Josh @RaksBravo]

#Atheist #God #Believe
When someone asks for 100% proof

[Shankar Sharma @1shankarsharma]

There has been a lot of heat and dust over data comparing UPA and NDA second avatar infra phases.

Since I am kattarpanthi AB... Of data, that is, let me show you what the fallacies are in the view " NDA did way better than UPA".

Reality: it did similar, not way better or worse.

It's simply compounding/ progression math.

Let's take some actual data + some simplified data

India's GDP in 04 was ~$ 700 billion. In 2014, when UPA went, it was ~2.1 trillion dollars.

So, our GDP tripled in those 10 years, in USD terms

Now, India spent ~ 5% on GDP/ year on infra.

Let's, for illustration,assume all of this went into Roads.

Assume further, 1 road costs 1 billion dollars to make.

Also, since land mass of a country is fixed, assume that India needs 5000 roads in total. That's the maximum absorption of roads we can take given our area.

We are trying to keep this simple, okay?

Hypothetical simplified example:

So, in Year 1, UPA built 35 roads: 5% of 700 billion = $ 35 billion infra spending, all on roads. 1 billion/ road, so 35 roads Year 1.

By Year 2014, India's GDP was ~$2.1 trillion USD. At 5% of GDP ($100 billion), exactly 100 roads were added in that single year, bringing the 10 year cumulative total to~ 700 roads, completing 15% of the 5,000-road absorption capacity.

NDA era: 15-26

In our hypothetical, simplified example, During the 12-year NDA period from 2014–15 through 2025–26, India's GDP grew from 2.1 trillion to ~3.9 trillion, so less than 2x vs 3x in the UPA era.

However,

India constructed a cumulative total of 1,700 roads in this period.

Annual output began at 100 roads in 2014–15 and expanded to 196 roads per year by 2025–26 as the economy grew from ~$2.1trillion to ~$3.9 trillion USD.

When comparing the 10-year UPA baseline (2004–05 to 2013–14, which built 700 roads or 15% of demand) to this 12-year NDA block (2014–15 to 2025–26, which built 1,727 roads), the cumulative output across both eras combined reaches ~2,400 roads (48% of overall national capacity).

Within that combined total, the 2004–14 UPA period accounts for 28% of all roads built, while the 2014–26 period accounts for 72%.

So, NDA did 3x better??😀. In WA Univ Math class, yes.

BUT BUT BUT

Comparing the 1,700 roads built in the 2014–26 block to the 700 roads built in the 2004–14 block shows a ~2.6x increase in total output.

Because both periods are evaluated using the exact same benchmark (5% of GDP allocated to roads), the higher annual output in later years is a natural byproduct of working off a much larger GDP base.

BUT FOR PEOPLE, it's an optical illusion:

Because land mass is fixed, a higher absolute amount is getting invested in roads at a larger GDP size, which visibly looks huge.

So, in 2026, in our example, 200 roads were built in that one year ALONE.

That's what UPA built in 3 years,😊, and this gets Twitter into a tizzy. " This government is 3x better. It added 3x roads in its period vs Congress".

But this is simply base effect.

Visibly, therARE MORE ROADS in 2026 vs 2014. So, wonderstruck people will say " See how many roads built. Like huge. This Govt is doing a great job"

That's nonsense, as we can see from our simplified example.

Unless a government alters the spending percentage markedly, ( say, from 5% to 2% or 8%) the absolute amounts don't matter from an analytical sense but matter a lot from a visual perception sense.

From a real world data stand point, MORTH
official data shows that between FY 2004–5 and FY 2013–14, India constructed over 48,000 km of National Highways under the NDA administration, compared to approximately 90000 km constructed during the 10-year NDA period (2023–2024).

The reality is a lot of worse for the NDA than in our example.

And that is because infra spending as % age in the last few years has been lower than what was done under the UPA era.

And that's all there is to this round of Andhbhakts vs Reverse Bhakts.

[Raks Josh @RaksBravo]

@Raga_No1 Going to gym and workout is fine. Its Steroid use that creates all problems.
Most ripped muscle looking fit people actually use steroids in the gym to get that kind of look, but it damages all the internal organs

[Raks Josh @RaksBravo]

@sardesairajdeep @abhijeet_dipke When Opposition is weak,someone else has to take up this position
In all TV News Debates -If anyone talks against BJP then BJP will say Congress did same thing years back
If anyone talks against Congress, then Congress will say BJP has also done the same thing.
So need new people

[Raks Josh @RaksBravo]

@MarioNawfal #BreakingNews #Iran #USA #War:
#Trump: Iam going to bomb the hell out of Iran
Trump: Iran is asking to negotiate
Trump: Iran has agreed to a Deal
Trump: I dont Trust Iran. No Deal
Trump: Iam going to bomb the hell out of Iran
Trump: Iran is asking to negotiate
Keep Repeating it🤡

[Raks Josh @RaksBravo]

@ShereenBhan @CNBCTV18Live @CNBCTV18News #BreakingNews #Iran #USA #War:
#Trump: Iam going to bomb the hell out of Iran
Trump: Iran is asking to negotiate
Trump: Iran has agreed to a Deal
Trump: I dont Trust Iran. No Deal
Trump: Iam going to bomb the hell out of Iran
Trump: Iran is asking to negotiate
Keep Repeating it🤡

[Raks Josh @RaksBravo]

#BreakingNews #Iran #USA #War:
#Trump: Iam going to bomb the hell out of Iran
Trump: Iran is asking to negotiate
Trump: Iran has agreed to a Deal
Trump: I dont Trust Iran. No Deal
Trump: Iam going to bomb the hell out of Iran
Trump: Iran is asking to negotiate
Keep Repeating it🤡

[Raks Josh @RaksBravo]

#Trump #USA #Iran #Qatar #Kuwait #Bahrain #SaudiArabia #UAE #Dubai #War #Ceasefire

[KRK @kamaalrkhan]

President @realDonaldTrump says everyday that Iran called him. While Iran says that Iran doesn’t want to talk to him.
Actually, Iran‘s neighboring countries Qatar, Kuwait, Bahrain, Saudi rulers are calling Trump and asking him to not attack Iran. Because Iran will attack them back. So Iran has nothing to do, what Trump is talking with Gulf Rulers. But Trump is not in the position to ignore Gulf allies. If Trump ignores them, then they will ask USA military to leave their countries. And if America leaves gulf countries, then Badshahat Hamesha Ke Liye Khatam.

[Vivek Sen @Vivek4real_]

ELON MUSK'S JAW-DROPPING PREDICTION:

"DON'T GO INTO MEDICAL SCHOOL."

ELON MUSK: "YES. POINTLESS."

IN 3 YEARS (2029), OPTIMUS ROBOTS WILL BE BETTER SURGEONS THAN ANY HUMAN ON EARTH — AT SCALE.

BY 4–5 YEARS? NOT EVEN CLOSE.

THE BEST MEDICINE IN THE WORLD WILL BE FREE — BETTER THAN WHAT THE PRESIDENT GETS TODAY.

THIS IS WILD.

[Ruby Arun रूबी अरुण @arunruby08]

वाह रे इंदौर की नकली प्लास्टर वाली पुलिस...
इंदौर में दो अपराधियों को किसी संगीन जुर्म में पकड़ा गया. जनता की मांग थी कि इनकी पिटाई की जाए और पब्लिक जुलूस निकाला जाए.
पुलिस और अपराधियों के बीच 20,000 रुपए में सौदा तय हुआ. दोनों अपराधियों के हाथ में नकली प्लास्टर लगा कर लंगड़ाते हुए सड़क पर घुमाया गया. जेल के अंदर ले जाने समय, जेल के गेट पर दोनों अपराधियों ने अपने हाथों में लगी फर्जी पट्टी उतार फेंकी.
किसी ने वीडियो बना लिया इसका. अब इंदौर पुलिस महकमे में हड़कंप मचा हुआ है.

[Raks Josh @RaksBravo]

#AI #Kospi ALL FELL DOWN. MANY TRAPPED SEEING BULL RUN 🧐☹️
NOW 44% CRASH
Between December 2025 - June 2026, South Korea stock market surged +135%.
This propelled the country's stock market to the 6th largest in the world.
Just years ago, it wasn't even in the top 20. AVOID GREED

[The Kobeissi Letter @KobeissiLetter]

Absolutely incredible.

In an unprecedented move, South Korea's stock market just collapsed -44% in 40 days, erasing -$2 trillion in market cap.

Now, South Korea's finance ministry has announced plans to "stabilize" the market.

What is happening? Let us explain.

(a thread)

[Raks Josh @RaksBravo]

#Media #News #GodiMedia #NDTV #TimesNow #Republic #IndiaToday #AajTak #News18 #Modi
Is News you watch daily a truly free independent view.
See how Government controls Media
In most channels the News Anchors are unofficial spokespersons of the Govt. They will fight for Govt side🧐

[Spider @SpiderAlert24]

See how governments control NDTV.
An Ex-NDTV journalist explained it.

[Gurjot Ahluwalia @gurjota]

Global investing anyone?

Majority of the AI rally wiped out in a month!

[Nithin Kamath @Nithin0dha]

Things get a little more complicated from Monday, August 3.

Exchanges are introducing a Closing Auction Session, or CAS, for stocks with F&O contracts. This isn’t a new concept globally. Major exchanges such as the New York Stock Exchange (NYSE) and London Stock Exchange (LSE) already use versions of a closing auction to determine closing prices.

Today, the closing price of a stock in India is based on the volume-weighted average price of trades during the last 30 minutes. Under CAS, buy and sell orders will instead be collected and matched at a single equilibrium price.

The change is meant to address two issues.

First, passive funds tracking indices need to execute large orders near the end of the day to match the closing price. These orders can move prices while they are being executed, increasing tracking error.

Second, large orders placed in the final few minutes can disproportionately influence the closing prices of stocks and, in turn, the indices they are part of. There have been concerns that this can be used to push indices towards certain closing levels. Since CAS pools all orders and matches them at a single price, influencing the close becomes harder.

It also means we’ll now have three different market end times depending on what you’re trading.

- Stocks with F&O contracts will stop continuous trading at 3:15 PM and move into CAS.
- All other stocks will continue trading until 3:30 PM.
- Index and stock F&O contracts will trade until 3:40 PM.

Now that broking is listed and people are looking more closely at the business, the honest bit: this will probably knock off some revenue, perhaps around 1–5% of brokerage income.

The more immediate challenge, though, will be explaining why different parts of the market now appear to close at different times. We’re braced for the flood of questions.

More detail on the blog, link in comments.

[Nithin Kamath @Nithin0dha]

My biggest nightmare as a broker is what’s happening in the Korean markets right now. The source of my nightmare is the way our MTF book has been growing along with the industry as a whole. In terms of pure risk, MTF is by far the biggest risk we have taken since we started in 2010.

More specifically, the risk lies in our ₹9,000-crore book: at least half of it is in non-F&O stocks, which can hit lower circuits every day without offering an exit.

The problem with Korea is the one-way rally. When markets go up so sharply, leverage builds up because collateral values increase, leading to more borrowing and so on. The second layer of risk comes from the derivatives complex and leveraged ETFs, which further exacerbate moves on both the upside and downside.

When the markets fall, things get really ugly. The first leg of selling tends to be small, but as collateral and margin values drop, margin calls increase, leading to forced selling. Forced unwinding from leveraged ETFs makes this worse, and this downside move becomes a self-reinforcing loop until things stabilize.

Btw, MTF became popular only in the last 3–4 years, and we really haven’t seen a sharp market crash similar to the KOSPI since COVID. Even though MTF as a percentage of market cap is small, if the Indian markets were to fall sharply, it would cause severe sell-offs across many small- and mid-cap stocks. Brokers today typically provide MTF on ~1,500 stocks. 😬

Luckily, thanks to SEBI, we've avoided the worst excesses that typically arise from unchecked leverage.

Btw, my colleague @prayagverma maintains a site with really good market stats, including MTF, here: https://t.co/uRJrvOvbHK

[Raks Josh @RaksBravo]

@CBSNews #Trump #Putin #Iran #USA #War
When Trump USA is sending missiles and weapons to Ukraine to attack Russia, then Putin will definitely do the same to help Iran attack USA. Not surprising.

[Raks Josh @RaksBravo]

@CBSNews #Trump #Putin #Iran #USA #War
When Trump USA is sending missiles and weapons to Ukraine to attack Russia, then Putin will definitely do the same to help Iran attack USA. Not surprising.