Alok Jain ⚡

Founder | IITD | Equity Research | Personal views | YT 130k+

WeekendInvesting Analytics P Ltd
RA: INH100008717
Winvest Capital
AIF : IN/AIF3/25-26/1911

[Alok Jain ⚡ @WeekendInvestng]

A thesis on where Gold is headed basis its move since the year 2000

8000 by end of 2027

The first move of 660% took 624 weeks
Then a flag rest of 228 weeks
And a resumption of uptrend

So far we are up 335% in 526 weeks
Can we go to 8k in next 98 weeks ??

[Alok Jain ⚡ @WeekendInvestng]

it is surprising that USDINR is still at 95.xx when the market talk is that of capital controls !

I am not sure how long it can be held there. Currencies are like water... cannot be controlled for too long. will find its way

[Alok Jain ⚡ @WeekendInvestng]

De globalization of trade... followed by capital control.... >>>AatmNirbhar...
We started the narrative long ago but failed to become aatmnirbhar.

[Ritesh Jain @riteshmjn]

Across the world .. not only in India .. capital controls are coming.

[Alok Jain ⚡ @WeekendInvestng]

Fed outcome tonight should give more direction...maybe a wait and watch till then for most markets.

[Alok Jain ⚡ @WeekendInvestng]

@KobeissiLetter impossible things happen in the markets. We just don't want them to happen.

[Alok Jain ⚡ @WeekendInvestng]

@moneycontrolcom what a proud moment for Mukesh bhai. what a legacy

[Alok Jain ⚡ @WeekendInvestng]

Power of long term compounding

A friend of mine gave a commercial building on rent to HDFCBANK in late 90s. He is a not a stock market person but he started to invest a part of his rent receipts into HDFCBANK stock. He continuously did that every year and with the increasing 3% or 4% lease every year, his investments in HDFCBANK also kept increasing all these years.

In the last one year he has been a worried person. So I told him that if you actually see, you probably made 18% to 20% XIRR over your investments in the last few decades, which is far ahead of most others in the market. And this recent dip also would have perhaps cost you maybe 2% or 3%, at best over all these years. so no need of losing sleep on this... Yes if you feel that you have better opportunities of your money can stop or divest.

Always know the real long term data before you lose sleep over short term movements in the markets

[Alok Jain ⚡ @WeekendInvestng]

@Shazamzingzong ya right

[Alok Jain ⚡ @WeekendInvestng]

India should not deplete reserves to defend rupee, ex-RBI chief Rajan says | Reuters

Good thoughts for once https://t.co/5tn70rcVoZ

[Alok Jain ⚡ @WeekendInvestng]

Remember that scene from Munna Bhai where the professor says that if he were to operate on his own daughter his hands would shake.

The same happens wtih stocks where you attach your emotions... Your hands will shake on the thought of exiting them.

Be ruthless. Follow your plan.

[Alok Jain ⚡ @WeekendInvestng]

Why socialism is a fail. Amazing analogy.

[Paweł Usiądek @PUsiadek]

Profesor ekonomii na uniwersytecie stwierdził, że kiedyś oblał całą klasę. Ta klasa upierała się, że socjalizm działa i że nikt nie powinien być biedny, a nikt bogaty, że wszyscy są równi...

Nauczyciel powiedział im: „OK, przeprowadzimy eksperyment z socjalizmem w tej grupie.

Wszystkie oceny będą uśrednione, a każdy dostanie tę samą ocenę, więc nikt nie oblany i nikt nie dostanie 10”.

Po pierwszym teście oceny zostały zsumowane i podzielone przez liczbę studentów, i każdy dostał 8.

Studenci, którzy uczyli się intensywnie, byli zdenerwowani, ale ci, którzy uczyli się mniej, byli zachwyceni.

Gdy zbliżał się drugi test, studenci, którzy wcześniej uczyli się trochę, uczyli się jeszcze mniej, a ci, którzy uczyli się intensywniej, powiedzieli sobie, że oni też chcą „darmowego prezentu”, więc też uczyli się mniej.

Średnia z drugiego testu wyniosła 6.

Gdy przeprowadzono trzeci test, średnia ocena wyniosła 4. Ku wielkiemu zaskoczeniu wszystkich studentów, wszyscy oblali.

Nauczyciel powiedział im, że socjalizm w końcu zawiedzie, ponieważ gdy połowa populacji widzi, że nie musi pracować, bo druga połowa się nimi zajmie, a gdy ta połowa, która pracowała, zdaje sobie sprawę, że nie ma sensu już pracować, bo inni korzystają z ich pracy, to jest koniec każdego narodu.

Ta historia może być bajką, a nie faktem, ale morał jest prawdziwy.

Za @nettermike

[Alok Jain ⚡ @WeekendInvestng]

@rajivmehta19 @musing_monica even Oberoi ggn will add floors to the already sold property... it is crazy!

[Alok Jain ⚡ @WeekendInvestng]

@deepakshenoy correct. Long term holders know its behavior well.

[Alok Jain ⚡ @WeekendInvestng]

@ShivrattanDhil1 I am glad this account does not have many followers.. More people wud have been misled !

[Alok Jain ⚡ @WeekendInvestng]

@VishalBhargava5 suprised to see Mumbai the big boy matured market panic vs Gurugram whose epitaph was written long ago !

[Alok Jain ⚡ @WeekendInvestng]

Important days ahead !

[Crypto Rover @cryptorover]

🚨 THE NEXT 10 DAYS COULD BE BRUTAL FOR GLOBAL MARKETS.

Several major events are about to happen at the same time, and even one bad outcome could trigger a massive sell off across stocks, crypto, and precious metals.

1. Major central bank meetings

• Oct 28: Federal Reserve meeting
• Oct 30: Bank of Japan meeting
• Nov 5: Bank of England meeting

These three central banks could signal tighter monetary policy as rising energy prices threaten another inflation shock.

If they turn hawkish, higher borrowing costs could put even more pressure on global markets.

2. Two major elections

• Oct 27: Israel's election
• Nov 3: U.S. midterm elections

Both countries are involved in the conflict with Iran, and the election results could influence how their governments handle the war.

Any further escalation could push oil prices higher, making inflation even harder to control.

3. Major tech earnings

Google, Microsoft, Amazon, and dozens of other major companies will report earnings over the coming days.

With growing concerns about massive AI spending, disappointing results could trigger another major sell off in tech stocks and drag down the broader market.

4. U.S. inflation and GDP data

Fresh economic data will show whether inflation is getting worse while the economy is slowing.

Hotter inflation could send bond yields higher again, increasing pressure on stocks, mortgages, and businesses already struggling with borrowing costs.

Now imagine several of these events going against the market within just a few days.

Higher oil prices, hawkish central banks, weak economic data, and disappointing earnings could trigger selling across multiple markets at once.

However, there's one reason I'm getting more bullish.

Crypto markets often react badly to uncertainty, and right now investors are facing several major events without knowing how they will turn out.

Once these events are over and the market has priced in the results, that uncertainty will fade.

Crypto has already been outperforming several other major assets since Q3, and once the uncertainty goes away, crypto could continue its uptrend with a strong recovery.

The next 10 days could bring serious downside volatility, but they could also provide a good buying opportunity in crypto before the next major rally.

[Alok Jain ⚡ @WeekendInvestng]

@GuruShareMarket aap sebi regd hona bhi mat pls!

[Holger Zschaepitz @Schuldensuehner]

OUCH! Brazil’s currency plunges most since 1999 after Lula’s surprise victory. https://t.co/7dHc6pMqe6

[Bull Theory @BullTheoryio]

BREAKING: Korea Exchange halted program buying for 5 minutes as the KOSPI surged +4.7%.

Over ₩238 TRILLION ($158B) added to the South Korean stocks.

[Alok Jain ⚡ @WeekendInvestng]

At least some cognizance has been taken... good only.

[CNBC-AWAAZ @CNBC_Awaaz]

#MoneyControlExclusive | Moneycontrol की एक्सक्लूसिव खबर

- LTCG टैक्स के नियम बदल सकती है सरकार
- बजट से पहले अगले कुछ हफ्तों में फैसला संभव
- अभी ₹1.25 लाख से ज्यादा पर 12.5% टैक्स लगता है
- सरकार ने LTCG के मौजूदा नियमों और उसके असर पर कई बैठकें कीं
- इंडस्ट्री, SEBI, CBDT, बैंक समेत कई पक्ष शामिल हुए
- सरकार FPIs के लिए भारतीय बाजार को आकर्षक बनाने की कोशिश में
- US, ब्रिटेन, सिंगापुर, हांगकांग, UAE में शेयर बेचने पर LTCG नहीं लगता
- 13 Oct को वित्त मंत्री ने LTCG हटाने पर विचार सुनने की बात कही थी

@_anujsinghal #LTCGTax #CapitalGainsTax #TaxRules #Budget2027 #UnionBudget

[Alok Jain ⚡ @WeekendInvestng]

Are we at a bottom ? Lot of big names are writing off India.

[Kush Katakia @kushkatakia]

"I have never in my career seen this quantum of underperformance in such a short period. It has destroyed careers and blown up funds. There are numerous funds that have destroyed 10-yr track records in the last 24 months by simply being overweight India." writes Mr Akash Prakash.