“History doesn’t repeat itself, but it rhymes.”
In 1637, it was tulips.
In 2000, it was dot-coms.
In 2026, it’s AI.
Manias always begin with a genuine revolution.
They end when expectations outrun reality.
The story changes. Human behavior doesn’t.
#Nifty#GDP#fed#ai#rbi
#KOSPI hit ATH 8,000 today…
and then said “just kidding”
-8.4% in ONE session
₩509 trillion erased in 6 hours 🤯
#Samsung alone fell 8.61% because apparently the entire Korean market is just one very emotional stock.
Diversification left the chat.
#verifiedbysensibull
#Nifty50 is weak, but broader markets are quietly waking up
YTD:
Nifty 50: -7.5%
#BSE 500: -3.4%
#Midcaps: +2.2%
#Smallcaps: +4.5%
Despite ##WestAsia risks, #earnings is showing up
Don’t chase noise.
Look for clean, earningsbacked alpha.
IT may be hiding under the surface
2 years. Tough markets. Stayed the course.
No cash calls. No chasing themes. No distractions.
Just stayed invested in fundamentally strong businesses.
Grateful for the trust. Encouraged by consistency.
Long way to go.
#nifty#GasPriceHike#trump#América#fed#rbi
$12 billion out this month
INR at all-time lows
Yields pushing 7%
Markets are sending a message.
But are we listening?
This is no longer just about inflation.
If crude sustains and liquidity tightens, the risk shifts from inflation → growth slowdown. #Lockdown#USDINR
Markets rarely bottom on good news. They bottom when bad news stops getting worse.
Crude was flying, but signals are shifting — Iran indicating supply, and no direct hits on oil infra by US.
Markets are picking this up
@moneycontrolcom@SurabhiUpadhyay#nifty50#IranWar
Markets don’t always reward “certainty.” They reward “positioning before the certainty arrives.”
I recently spoke with https://t.co/gDNRZp5Akr on how February played out — and where I’m seeing the next pockets of opportunity as we head into the new month.
#Nifty50#GIFTNIFTY
Humility is the true mark of greatness and today I witnessed it at 30,000 feet.
On the same flight was @Sunil_Gavaskar
One of the greatest cricketers.
No airs. No rush. No entitlement.
Just grace.
True greatness doesn’t announce itself. It behaves with dignity.
#T20WorldCup
Derivatives are being told to “cool off”!
And that quietly rewires the economics of exchanges + brokers.
Two back-to-back signals are hard to ignore:
✅ Budget STT hike
✅ RBI’s tighter bank-funding norms
Looks like regulator will also kick in anytime soon.
#nifty50
IT stocks corrected sharply today, driven by two key concerns: the pace of AI-led disruption and the delay in expected Fed rate cuts.
discussed these dynamics in detail in my recent interview with https://t.co/gDNRZp5Akr with @SurabhiUpadhyay#GIFTNIFTY#sensex#Iran