Dwaraka

Trying to learn as much as I can.

[Dwaraka @_Dwaraka_]

We are getting ready for a major bull market. I reserve the right to be wrong.

[Dwaraka @_Dwaraka_]

Indian returns comparison with world and gold under 1.5 mins. @1shankarsharma Sir aapka logic of US dollar return is bang on.

[Dwaraka @_Dwaraka_]

@1shankarsharma Sir , I want Nifty to fall by 10-15% , kyunki tb hi tejji aayegi, ye sideways market toh humesha fasata hai

[Dwaraka @_Dwaraka_]

@kushallodha548 Ask why did he lose AUM? Due to losses or good returns?

[Aravind @aravind]

Which city will you choose? Note:

- The X and Y axes are percentile, not percent.
- Hyd & Mum are 100th percentile for QoL & CoL.
- QoL takes into account work opportunities, healthcare quality, also. Not based only on infra or cleanliness.
- Your individual perception can vary.

[Dwaraka @_Dwaraka_]

@sunilgurjar01 Sir it's not Ramesh bhai , it is
Nimesh bhai

[Dwaraka @_Dwaraka_]

@ICICI_Direct @ICICIBank @ICICI_Direct @ICICIBank_Care ? Could you please solve this

[Dwaraka @_Dwaraka_]

Worst experience at @ICICI_Direct . Opened an account for global investing but this error has poped up. But worst is they are not even solving this issue. Wow just wow @ICICI_Direct

[Dwaraka @_Dwaraka_]

@1shankarsharma is on point. India is always mehenga. Earnings yield of 5% in this current year vs 20.8 ka PE. Whereas there are other markets like Taiwan where there is 20.5 PE but earnings yield of 38%. Now, do you guys get why FIIs are selling India? Samjho yaar plz

[Keval Gala @kevalgala_]

Shankar Sharma’s hilarious take on PE 😂

You may never look at PE the same way again.👇

[Dwaraka @_Dwaraka_]

I wanna thank @markminervini . I have read Mark's books and made notes. Implemented his thoughts of earnnings acceleration. Found TVS motors by VCP, moving exactly as he describes in his books. Also, CUPID moved like a rocket (100% in two months) identified from Earnnings Acc

[Dwaraka @_Dwaraka_]

@markminervini Hi Mark @markminervini . I was going through your books and had a doubt. Do you first do SEPA then look for VCPs in those filtered out stocks ? Because your trend template under SEPA would already have stocks where VCPs would have already occurred. Please help me understand. 😄

[Dwaraka @_Dwaraka_]

@markminervini I have finished the 1st book, read half of mindset secrets and will also be starting the middle one. Your style resonates with me because I was searching for someone who has made money through stocks and not options. In India everyone talks about options not stock

[Dwaraka @_Dwaraka_]

@vijayshekhar Sir , EPS aapka acha aaye tb bhi share pitt dete hain market makers. Aap ek quarter aesa result dedo ki share minimum 1800 hojae 🙏🏽

[Dwaraka @_Dwaraka_]

Sold stocks yesterday and tried buying Crude Oil on @zerodha using the available margin. Order was rejected because same-day sale proceeds can't be used for commodity trading. Crude moved the next day, and I missed the trade. Thanks @kotakneo , where the margin was released.

[Dwaraka @_Dwaraka_]

@1shankarsharma 🤣🤣🤣🤣

[Dwaraka @_Dwaraka_]

https://t.co/a4TH8Oq6di
Click now!

[Dwaraka @_Dwaraka_]

https://t.co/a4TH8Oq6di
Click now!

[Dwaraka @_Dwaraka_]

I like @1shankarsharma views. Like seriously, India superpower banne ka khwab dekhta h , idhr Gurgaon (Delhi NCR) main water supply and electricity supply shortage hai. I'm experiencing this at present. Energy issues toh solve nhi hue Delhi ke paas, poore India mai kya hoga? 🤣

[Dwaraka @_Dwaraka_]

@1shankarsharma I completely agree with @1shankarsharma. At the end of the day , for a seller you need a buyer. If I'm an FII and I'm getting liquidity, I'll book profits as well as losses. I mean why not? Main bhi apna dekhunga. FII should not be blamed. Reforms aese banao ki they don't exit

[Dwaraka @_Dwaraka_]

@1shankarsharma I completely agree with @1shankarsharma. At the end of the day , for a seller you need a buyer. If I'm an FII and I'm getting liquidity, I'll book profits as well as losses. I mean why not? Main bhi apna dekhunga. FII should not be blamed. Reforms aese banao ki they don't exit

[Patrick OShaughnessy @patrick_oshag]

My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time.

He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha.

He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life."

He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett.

But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them.

Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does.

Enjoy!

Timestamps:
0:00 Intro
1:00 The Kindest Thing
13:19 Trading vs. Investing
17:33 Lessons from Warren Buffet
22:24 The Existential Risks of AI
29:54 The Nature of Trading
31:46 Bitcoin
35:55 Bubbles
42:08 A Day in the Life of PTJ
46:00 Information Overload
47:07 Passion for Markets
50:49 The Robin Hood Foundation
54:18 The Workless World
56:03 Journalism
1:00:00 Principal Components of a Great Life
1:05:06 Kill Them With Kindness