A Sceptical Man

This is not investment adivce. Retweets aren't endorsements. Consult your own investment / financial advisor before making any trades. Educational purpose only.

[A Sceptical Man @WhyDan4]

@vrk100

CFA Institute 10 Year Milestone

10 Year Certificate of Achievement

Professional Learning Program 2025

Investment Professional

https://t.co/hihDxPJN2F

#cfainstitute #cfaprogram #FinancialServices

RamaKrishna Vadlamudi, CFA

[A Sceptical Man @WhyDan4]

@ACTFibernet @ACTFibernetHYD

Act Fibernet account 101003959349 of Sai AE

Broadband is not working for the past 2 hours.

No response to complaint from Act Fibernet.

Bill paid three days ago via Order ID: 407-2704380-0659516.

Poor service... 👎👎👎

[A Sceptical Man @WhyDan4]

@ACTFibernet
Act Fibernet account 101003959349 of Sai AE

Broadband is not working for the past 2 hours.

No response to complaint from Act Fibernet.

Bill paid three days ago via Order ID: 407-2704380-0659516.

Poor service... 👎👎👎

[A Sceptical Man @WhyDan4]

World prices > USD / troy ounce >

4,200 gold

64 silver

https://t.co/anouGahDk9

[A Sceptical Man @WhyDan4]

World prices >

29Jan2026: ATH for gold rate USD 5,600 / troy ounce

29Jan2026: ATH for silver rate USD 120 / troy ounce

Since then, gold price fell sharply; while silver crashed violently.

[A Sceptical Man @WhyDan4]

Fall from grace!

India domestic silver price fell 17% or Rs 31,000 (1 kg) from its peak in just 10 days, while gold price fell by 7% or Rs 9,300 (10 gm) from its peak in just a week.

14Oct2025 ATH for silver Rs 178,100 / kilogram

17Oct2025 ATH for gold Rs 130,874 / 10 gram

[A Sceptical Man @WhyDan4]

India prices as of yesterday close:

Gold Rs 152,000 / 10 gm

Silver Rs 246,000 / kg

https://t.co/DpjxSMjWIm

https://t.co/M2Y4AMGtTb

https://t.co/9KyEHz92lh

[A Sceptical Man @WhyDan4]

India domestic prices >

Wild moves of gold and silver prices >

29Jan2026: ATH for gold Rs 176,100 per 10 gm (AM rate)
29Jan2026: ATH for silver Rs 385,900 per 1 kg (AM rate)

World >

Gold USD 4,880 / troy ounce
Silver USD 85.3 / troy ounce

[A Sceptical Man @WhyDan4]

Overall message >

India Forex Data Bank 🧵 > https://t.co/mgmHmgtwDy

[A Sceptical Man @WhyDan4]

New blog: Forex Data Bank > https://t.co/mgmHmgtwDy

This is a data bank related to Indian economy, especially on topics such as, foreign exchange reserves, foreign exchange intervention, foreign investment flows to India and other topics.

Thread on Forex data >

[A Sceptical Man @WhyDan4]

The data, however, do not support the claim that rupee depreciation is a standalone driver of FPI outflows.

Check update with chart 197 > Rupee Depreciation and India FPI Equity Flows: Correlation, Narrative, and Reality >

India Forex Data Bank 🧵 > https://t.co/mgmHmgtwDy

[A Sceptical Man @WhyDan4]

Ground report from Akash Prakash of Amansa Capital:

No stopping AI boom in the US
huge AI capex
earnings boom may follow
productivity gains still hazy
US GDP driven mostly by AI

Zero interest about India
India missed the AI bus
India underperformed 60%age points vs EM in 1 year

[A Sceptical Man @WhyDan4]

Past, Bitcoin was eating gold's lunch.

Now, Polymarket is eating Bitcoin's lunch.

[A Sceptical Man @WhyDan4]

@Finprofz As so many experts tell us, we need to focus on first principles.

We've so many ideas but execution is the issue. Anyway, we hope for the best.

[A Sceptical Man @WhyDan4]

A strength of India’s system is that it allows FPIs and foreign direct investors (FDI) to repatriate capital relatively freely, after bringing it into the country.

[A Sceptical Man @WhyDan4]

Don't want to spoil the party, but...

NRI remittances to India are permanent (no future liability for India), whereas NRI [incl FCNR (B)] deposits create a FUTURE LIABILITY liability.

India had huge outflows in 2016-17 due to FCNR dep raised in 2013-14.
https://t.co/hf0s2z9yNp

[A Sceptical Man @WhyDan4]

As noted earlier, India is a powerhouse of services exports and it is often dubbed by experts as "Office of the world."

The 10-year and 5-y growth rates for gross invisibles are 131.7 and 77.2% respectively - driven primarily by services exports and inward remittances.

[A Sceptical Man @WhyDan4]

A point that is frequently missed in India’s discussions on capital outflows is that FPIs and foreign promoters repatriate funds only after having brought in significant capital in the first place.

FDI flows
FDI outflows
FPI flows
FPI outflows

[A Sceptical Man @WhyDan4]

It's a scandal a respected business media outlet
@businessline can't understand what a country's current account is! 👎

@srirags

[A Sceptical Man @WhyDan4]

Overall >

"Iran continues to be a weak party in the war."

https://t.co/gYb4h12ZSJ

[Gregg Carlstrom @glcarlstrom]

Seeing some tweets about how Iran has imposed a new deterrence equation on Israel and the region. That seems like a whole lot of motivated reasoning.

First, let's be clear about how much of a reversal this represents for Iran's strategic doctrine: instead of its Arab proxies protecting Iran from attack, Iran is now trying to bail them out—and inviting attacks on its own territory as a result.

Second, in four past rounds of fighting (going back to April 2024), Iran was unable to deter Israel because its missile barrages failed to cause strategic damage. It could not impose costs significant enough to change Israeli behavior.

Indeed, as @NicoleGrajewski and others have written, those attacks arguably invited further conflict rather than deterred it. The salvos overnight do not seem any different. Iran's act of "deterrence" wound up causing more damage to Iran than to the country it sought to deter.

The tools that have been more successful over the past few months—at compellence, rather than deterrence—have been the ones aimed at Gulf states and global energy markets. But to use those tools now (or in the future) risks collapsing the entire ceasefire.

The "equation" here relies on Donald Trump to restrain Israel. It doesn't seem viable at all in the long term, unless Iran is prepared to risk endless escalatory cycles that would ultimately be very damaging for Iran itself.

[A Sceptical Man @WhyDan4]

Excellent interview >

Jacob Shapiro @JacobShap on energy politics, Iran war, possible recession and a lot of other issues - video https://t.co/l78BHg0MAk

[A Sceptical Man @WhyDan4]

@StableInvestor Using Oral B Smart 1500 model for more than a year, the experience has been good. https://t.co/6b5V112VYI

My limited research showed me Rotating ones are better compared to Sonic.

For better or costlier versions, you can check > https://t.co/2R1nDRCV52 >

[A Sceptical Man @WhyDan4]

@Moneylifers @faltoo Yes, this has been the issue since the closure of the annual / quarterly reporting window. @ayushmitt @screener_in