Sahil Balani

[Sahil Balani @_SahilBalani__]

In 1956 when Egypt nationalized the Suez canal France and UK went on a war with Egypt with Israel as a proxy to fight it.

As a result of this all 3 countries faced backlash and they had to surrender.

This marked the end of Britain and France as major imperial powers

#History

[Sahil Balani @_SahilBalani__]

Rate Hikes won't stop inflation.

This is a Supply Side Shock Inflation.

[Sahil Balani @_SahilBalani__]

The U.S. now imports about half its smartphones from India, up from almost none 8-9 years ago

[Sahil Balani @_SahilBalani__]

MDR on UPI Payments

[Sahil Balani @_SahilBalani__]

Raising Intetest Rates in a Supply Side shock is not effective enough.

The only way out of Inflation is to stop the war and flood the market with OIL.

[Sahil Balani @_SahilBalani__]

Raising interest rates to fight inflation won't work.

How is raising rates going to force oil prices down? It’s not. It will only make it go up. They have no tools to deal with this, but they can’t say so publicly because then you lose confidence.

[Sahil Balani @_SahilBalani__]

Raising interest rates to fight inflation won't work.

How is raising rates going to force oil prices down? It’s not. It will only make it go up. They have no tools to deal with this, but they can’t say so publicly because then you lose confidence.

[Sahil Balani @_SahilBalani__]

Fed is trying hard to win Investors Confidence that it would raise rates but its not working.

They would need to start the money printer soon.

[The Kobeissi Letter @KobeissiLetter]

As an investor, you have to ask yourself:

President Trump effectively made rate CUTS a pre-condition for his next Fed Chair.

Will Fed Chair Warsh actually raise interest rates in his first rate move since being appointed Fed Chair by President Trump?

We think markets are overestimating the chance of a September hike.

[Sahil Balani @_SahilBalani__]

Gold-mining margins are surging well ahead of gold prices.

#DeccanGoldMine

[Sahil Balani @_SahilBalani__]

Breakout in #Blackbuck

#Trade

[Sahil Balani @_SahilBalani__]

Silver has also Given a Breakout.

[Sahil Balani @_SahilBalani__]

Treasury just announced that it will buy more long-term Treasuries private investors no longer want to hold to try to keep yields from rising. The money to pay for it will ultimately be created by the Fed, sending inflation soaring. That's why gold is already up $125 on the news!

[Sahil Balani @_SahilBalani__]

@IshanTanna1 Can't wait to see their expansion outside India... I always love it when indian companies go global

[Sahil Balani @_SahilBalani__]

Gold has given its Breakout

[Sahil Balani @_SahilBalani__]

#Paytm Next leg of growth

[Sahil Balani @_SahilBalani__]

Retail Demand is back along with Central Bank Demand...

#Gold

[Sahil Balani @_SahilBalani__]

First gold from Deccan Gold Mine has hit the market

[News Algebra @NewsAlgebraIND]

BIG NEWS 🚨 First Gold biscuit produced at the Jonnagiri Gold Mine is now available with local vendors at Venkatachalapathi Saraf Bazaar in Kurnool.

[Sahil Balani @_SahilBalani__]

@chandrarsrikant Rrally a good move

[Sahil Balani @_SahilBalani__]

World is slowly moving to issuing bonds in Yuan.

[Bloomberg @business]

Indonesia has started marketing its inaugural yuan-denominated bonds in China’s domestic debt market https://t.co/wivkXVHkh9

[Sahil Balani @_SahilBalani__]

Container shipping rates are skyrocketing again.

[Sahil Balani @_SahilBalani__]

This tells us a lot about the AI Capex.

The first one to cut capex will be rewarded

[Bull Theory @BullTheoryio]

BREAKING: Apple $AAPL just hit a new ALL TIME HIGH.

It is now up 17% in the last 10 trading sessions, adding roughly $688 billion to its market cap.

Two things are driving this.

Apple is spending far less on AI than Microsoft, Meta, Amazon, and Alphabet. While they burn cash building data centers, Apple is not.

That leaves its free cash flow intact at a time when investors are starting to question whether the AI capex ever pays off.

And its sales are holding up even after markets are expecting a slowdown in sales.

[Barchart @Barchart]

Hedge Funds have now built the largest Japanese Yen short position since the run-up to the Global Financial Crisis 🚨 🚨 Dear God 🤯