Arpit

Passionate about Equity Markets || Investor & Trader || Fitness || Lifestyle || Traveller || Shenzhen🔁Hongkong🔁 Jaipur

[Ashish Gupta @AshishGupta325]

Man who sold his entire India portfolio in Sep 2024

[Arpit @arpit_bha]

@IHGhotels We did not have a reservation. We simply walked in for dinner.

Please check with your team at InterContinental Jaipur Tonk Road, specifically the F&B department at House of Han. They can verify the details of our visit and the order.

[Barchart @Barchart]

Diamonds have plunged to their lowest prices this century after crashing 70% from their 2011 all-time high 🚨 🚨

[Ashneer Grover @Ashneer_Grover]

Bhai Chandra sahab ke ₹22,000 crores maaf nahi karte to India mein UPI agle 20 saal tak free chal jaata by government’s number of ₹8,000 crores subsidy.

Also NPCI - which runs UPI has ₹6,119 hard cash on its balance sheet and pre tax operating profit of ₹1,900 crores. NPCI apne cash pe and profits par zindagi bhar UPI free chala sakti hai. Government ka kuchh lena dena hi nahi hai. Government earned ₹1,000 crores tax from NPCI last year.

[Arpit @arpit_bha]

@TimesNow @Ashneer_Grover @shreyadhoundial damn true!

[TIMES NOW @TimesNow]

UPI Charges Row | Ashneer Grover Exclusive

In technology, India is known for one thing in the world, and that is UPI. Nothing else in the last 14 years. If they want to ruin this too, then it’s political suicide: @Ashneer_Grover speaks to @shreyadhoundial

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The 10Y Note Yield officially rises above 5.00% for the first time since October 2023.

US mortgage rates are back above 7%.

[CuriousInvestor @arc1471]

Apple Made Two Screens To See Your Portfolio Bleeding 🩸📉

[Aequitas Investments @AequitasL]

¥15.4 trillion to defend a currency 🟡 $40 trillion of US debt 🟡 Global sovereign yields at their highest since 2008. And yet, back home: 𝗜𝗻𝗱𝗶𝗮 𝗴𝗿��𝘄 𝟳.𝟴%. Fresh capex announcements jumped 27.7% YoY to ₹14.8 tn.
So, is the environment getting stronger? Or simply getting more confusing? The picture emerges only when we connect the dots.
📖 Presenting Aequitas Newsletter Top-Down & Bottom-Up | September 2026: 𝘾𝙪𝙧𝙧𝙚𝙣𝙘𝙞𝙚𝙨, 𝘿𝙚𝙗𝙩 & 𝘿𝙤𝙪𝙗𝙩: 𝙎𝙖𝙛𝙚 𝙃𝙖𝙫𝙚𝙣𝙨 𝙐𝙣𝙙𝙚𝙧 𝙎𝙩𝙧𝙚𝙨𝙨
Click to download the Newsletter PDF: https://t.co/X7h0offfqM

Because better decisions are rarely about knowing one number. They come from understanding how the numbers connect.

#StayInformedStayAhead #AequitasTDBU #AequitasLens #ThoughtLeaders

[Jacob Coxon @hilbertspaess]

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

[Barchart @Barchart]

BREAKING 🚨: Private Credit

Blackstone just restricted withdrawals from its flagship private credit fund for the 2nd consecutive quarter, allowing investors to pull only half of the 10% requested 🤯 👀 Wealthy investors are racing for the exits!!!

[Arpit @arpit_bha]

@1shankarsharma 7.8% GDP Growth This Is What It Looks Like on the Ground.

Potholes. Cows. Stray dogs. Chaotic traffic. Poor traffic discipline.

Maybe this is where the 7.8% growth is happening

[Arpit @arpit_bha]

@1shankarsharma You’re explaining this to people who haven’t explored much of the world, so they assume whatever they see here is looks great. And when the streets are filled with cows and stray dogs sometimes it feels like there are more than people.

[Congress Kerala @INCKerala]

Ace fraud, who deviced a method to loot taxpayer's money

[Congress @INCIndia]

GDP claim by Fudge Fakir Aadmi

[Congress Kerala @INCKerala]

Nobody believes the fake story anymore. World can see through the fakery.

[🚨Indian Gems @IndianGems_]

India’s manufacturing sector is at its weakest place in 5 years in Aug 2026: Economic Times

[Ankit Mayank @mr_mayank]

MASSIVE EXPOSE 🤯

Economist & Former Finance Secy Subhash Chandra Garg revealed that actual GDP growth rate is 2.6%, NOT 7.8%

He exposed Modi Govt based on its own data, not speculations.

Watch how shamelessly NDTV anchor tried to shut him down, but he didn’t stop.

[Shankar Sharma @1shankarsharma]

I don't want to get into this GDP growth debate. I lost interest in this data point a while back.

Instead I go with " Real Feel" GDP growth.
India,$4 trln , growing ~7%: Crashing quality of life. Janata looks stressed. Traffic looks chaotic.
Cities & villages look GDP of a $ 100 billion country not 4 trln.

"Real Feel" : GDP growth of 2-3%

Europe: GDP growth: ~ 2-3%. Janata looks happy. Khushhali - happiness everywhere. Everything looks super chic, organised. Clean. Cafes, restaurants buzzing, music on the streets. Lovely villages.

"Real Feel": GDP growth of 7.8%

[Arpit @arpit_bha]

📉📉📉