Ajay_ Bagga

Banker,CEO,Successful Long Term Investor,StartUp Mentor,Global Macros Commentator with over 10000 TV shows.

[Ajay_ Bagga @Theosauruslh]

Oil flows through the Strait of Hormuz have recovered to around two-thirds of pre-war levels, limiting the Iran war’s impact on global crude prices, according to Goldman Sachs.
Total exports of crude and oil products from the region have risen to 15 million to 16 million barrels

[Ajay_ Bagga @Theosauruslh]

Oil flows through the Strait of Hormuz have recovered to around two-thirds of pre-war levels, limiting the Iran war’s impact on global crude prices, according to Goldman Sachs

[Ajay_ Bagga @Theosauruslh]

Global ratings agency S&P ​on Thursday affirmed India's sovereign ratings ‌at "BBB/A-2" with a "stable" outlook, citing continued policy stability and high infrastructure investment that supports the country's ​long-term growth prospects.
The affirmation comes despite ​risks from

[Ajay_ Bagga @Theosauruslh]

Nvidia's outlook assumes zero datacenter sales from China,a clean read on how the company is modelling around export restrictions.

[Ajay_ Bagga @Theosauruslh]

@Venkate34166266 Your account settings are incorrect. You cannot see private messages.

[Ajay_ Bagga @Theosauruslh]

U.S. President Donald Trump’s son-in-law and negotiator Jared Kushner will travel to the Middle East next week to try to advance plans for an end to the conflict in Gaza after a deal recently announced by the Trump administration ran into Israeli opposition.

An official with the

[Ajay_ Bagga @Theosauruslh]

@Venkate34166266 I sent you a private message, my friend.

[Ajay_ Bagga @Theosauruslh]

Jai Hind

[Republic Bharat - रिपब्लिक भारत @Republic_Bharat]

#Watch | 'जब सपने संकल्प ऊंचे होते हैं, तब हमारे सामर्थ्य की ऊंचाई भी बढ़ती है'
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#IndependenceDay2026 #PMModiLIVE #RedFort #LalQila #80thIndependenceDay #PMModiSpeech #HarGharTiranga #PMModiLIVE #PMModiSpeech #NarendraModi #RedFortSpeech #LalQilaLive #PMModiAtRedFort

[Ajay_ Bagga @Theosauruslh]

Jane Street posted roughly $15 billion of losses in July — its first monthly slump in about a decade — as AI-focused hedge fund Situational Awareness swooned and dragged down asset prices across equity markets.

Jane Street, which invests in Situational Awareness and directly

[Ajay_ Bagga @Theosauruslh]

LNG and Geopolitics by the reputed expert

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[Anas Alhajji @anasalhajji]

🔴Politics is making the LNG industry completely inefficient.

🔹Peru is an LNG exporter. Chile is an importer. (see red line with small circles)
🔹Yet Peru ships its LNG all the way to the Netherlands (Green and then yellow lines), while Chile imports LNG from the United States (blue line).
🔹None of it goes through the Panama Canal (Thick red line) — everything sails around the southern tip of South America.

[Ajay_ Bagga @Theosauruslh]

Jai Hind Ki Sena.
Jai Hind.
Vande Matram

[DRDO @DRDO_India]

On the 80th #IndependenceDay, we pay homage to the freedom fighters whose supreme sacrifices and unwavering patriotism laid the foundation of a sovereign and resilient India.

On this momentous occasion, we reaffirm our commitment to strengthening the nation’s defence capabilities, fostering indigenous innovation and advancing the vision of an #AatmanirbharBharat—secure, strong and self-reliant.

Jai Hind! 🇮🇳

#IndependenceDay #JaiHind #AtmanirbharBharat

[Ajay_ Bagga @Theosauruslh]

Jai Hind.
Always .
Nation First .
Always .

[Ajay_ Bagga @Theosauruslh]

U.S. Stocks Down After Retail Sales Data

[Ajay_ Bagga @Theosauruslh]

Americans unexpectedly cut their spending in July by the biggest amount in more than a year.

Retail sales fell 0.6% last month, marking the biggest decrease since May 2025, compared with a revised gain of 0.2% in June, according to the Commerce Department data released Friday.

[Ajay_ Bagga @Theosauruslh]

Two tankers owned by Abu Dhabi’s state-owned oil and gas company ADNOC were attacked Thursday evening while transiting the Strait of Hormuz, the company said. It added that the attack caused no injuries and that “the situation has been brought under control.”

The British

[Ajay_ Bagga @Theosauruslh]

A 15x stock I sold in 2023 to build our home is 2x since then. Some would call that a mistake. I look at the life we’ve built in this house and I know I bought the better asset.

Not all opportunity costs are measured in money. Some are measured in the life you build for yourself

[Ajay_ Bagga @Theosauruslh]

Almost everything now comes with a number attached.

A walk used to be a walk. Now it is "ten thousand steps," and nine thousand feels like failure.

Measure everythng, then want more of it, and more, and more. Never ends, till you want to end the chase...for "more"!

[Ajay_ Bagga @Theosauruslh]

A person who has not contradicted himself in fifteen years has not been paying attention for fifteen years.

[Ajay_ Bagga @Theosauruslh]

Life is uncertain the same way markets are. So, when you learn to hold a stock through a fall you can't explain, without selling in fear, you also learn to hold your life through a season you can't explain, without falling apart.

Full video here: https://t.co/0UT7LbOwtI

[Ajay_ Bagga @Theosauruslh]

Safal Niveshak turned 15 this month.

To celebrate, my books - The Long Game, Sketchbook of Wisdom, and Boundless - are available at discounted prices till 15th July. 2 days remain.

Check them out here: https://t.co/VTm5FDf3PQ