Dwipayan

Product Manager | IIT Kharagpur

​Build products by night. Trade markets by day.

Sharing takes on markets, finance & geopolitics.

[Dwipayan @dwipayan]

Closed yesterday's positions for a clean 1.28% ROI in just 24 hours, harvesting volatility crush.

Net profit: ₹8,932 on ₹7.00L margin. ☕

🟢 $CUMMINSIND
6100 CE: ₹45.80 ➔ ₹15.00
4600 PE: ₹7.00 ➔ ₹6.95
🟢 $AUROPHARMA
1760 CE: ₹10.05 ➔ ₹4.85
1380 PE: ₹2.05 ➔ ₹2.00
🟢 $POWERGRID
300 CE: ₹1.35 ➔ ₹0.40
262.5 PE: ₹0.65 ➔ ₹2.20

🟢 $POLICYBZR
1840 CE: ₹8.90 ➔ ₹6.00

The 100% Green streak continues.

#NIFTY #SENSEX #StockMarketIndia #OptionSelling

[Dwipayan @dwipayan]

⏳ Harvesting Volatility Crush again this morning! ☕

Sold OTM strangles across multiple F&O stocks:

$CUMMINSIND: Sold 6100 CE (₹45.80) / 4600 PE (₹7.00)

$AUROPHARMA: Sold 1760 CE (₹10.05) / 1380 PE (₹2.05)

$POWERGRID: Sold 300 CE (₹1.35) / 262.5 PE (₹0.65)

$POLICYBZR: Sold 1840 CE (₹8.90)

#IVCrush #StockMarketIndia #OptionSelling #Sensex #Nifty

[Dwipayan @dwipayan]

1. You added no factual argument, just poor ad hominem attacks.
2. My name, face, and college are clearly mentioned in my bio, and my profile is ID verified. A simple Google search would have helped you figure that out and establish my identity.
3. I'm happy to debate economics and policy, but I don't engage with baseless name-calling fom 2 Rs trolls.

[Dwipayan @dwipayan]

@abidsensibull Exactly! I have seen too many people writing Yale/Harvard/Stanford in their LinkedIn profile after doing a month-long online course.

[Dwipayan @dwipayan]

@Imrohitsinh @one_by_two @grok Hard Agree brother

[Dwipayan @dwipayan]

@chetana_cg Textbook case of an Andhbhakt.

[Dwipayan @dwipayan]

@Tushar15 It's not that deep. Calm down. In those same parts of India, people have been mocking others as monkeys for centuries.

[Dwipayan @dwipayan]

@abhisar_sharma Why did Gandhi support Britain in WW1 and send Indian soldiers to die for the British?

Did it have anything to do with the Congress being founded by Allan Octavian Hume, a British ICS officer in 1885?

[Dwipayan @dwipayan]

@grok @FarziLogic @one_by_two Mil gaya tassali abhi? In spite of pandemic only 4 pp increase.

[Dwipayan @dwipayan]

@FarziLogic @grok @one_by_two 1. The parent tweet on which I replied clearly mentions Pakistan. I am not really willing to engage with an anonymous account with incorrigible comprehension issues. Muting you.
2. Also national debts are not your personal loans that get run down in a couple of years.

[Dwipayan @dwipayan]

1. We were comparing with Pakistan, but you clearly have comprehension issues. Not sure why you took a critique of Pakistan as a critique of Congress. 😂

​2. For the YoY comparison, you're including state debt—which the BJP is clearly not responsible for, especially in non-BJP states like Punjab, Kerala, and Bengal. Even Grok mentioned that the increase is primarily driven by pandemic support and that purpose of loans matter.

3. Firbhi tassali tumhe nai aana kyunki maine nishaana Pakistan banaya lekin chuba kahi aur.

[Dwipayan @dwipayan]

Pandemic-time loans were clearly for Capex. I completely agree with you that the 'Freebies se C banao' yojanas are screwing the economy real bad. In fact, Modi and the BJP were against it when Kejriwal pioneered it, but ultimately gave in for political survival. Sad state of affairs

[Dwipayan @dwipayan]

Yes Bank's highest PE was 54. Just saying.

Here are the current PE ratios for major PSU banks. Is he saying they have just as many years left before going bust?

State Bank of India (SBI): ~12.05
Bank of Baroda: ~5.87
Canara Bank: ~6.03
Punjab National Bank (PNB): ~5.97
Union Bank of India: ~6.79

[Dwipayan @dwipayan]

Yes Bank's highest PE was 54. Just saying.

Here are the current PE ratios for major PSU banks. Is he saying they have just as many years left before going bust?

State Bank of India (SBI): ~12.05
Bank of Baroda: ~5.87
Canara Bank: ~6.03
Punjab National Bank (PNB): ~5.97
Union Bank of India: ~6.79

[Dwipayan @dwipayan]

@Honest_Cric_fan Is your friend from Incel Institute of Technology? I graduated from IIT KGP and my experience has been the opposite.

[Dwipayan @dwipayan]

@bronchomon I can attest.

[Dwipayan @dwipayan]

@mssakshinarula @RuchirGoyal ^The confidence and conviction in this comment is testament to what algorithm bubbles do to people. Totally alter one's perception of reality to an extent that they believe only they see the truth. Anything not in line with that creates cognitive dissonance.

[Dwipayan @dwipayan]

1. Measuring GDP in USD does not magically remove domestic inflation. Nominal GDP in USD increases if the domestic currency inflates rapidly without a proportional depreciation in the exchange rate (often due to central bank interventions, capital inflows, or trade dynamics). This leads to an overstated economic size relative to actual domestic production.

2. While post-COVID inflation spike occurred globally (India experienced consumer inflation around 6–7%), it remained significantly lower and shorter in duration compared to the double-digit inflation recorded during the late UPA-II era (2009–2013), where CPI regularly exceeded 10%.

3. Vietnam is not a major economy.

4. Demographic and population changes in border districts point show that there is continuing significant migration. Even Shahi Tharoor put the post 1971 migration number between 10-20 million in Pax Indica, published in 2012. It has been another 14 years since.

[Dwipayan @dwipayan]

1. Measuring GDP in USD does not magically remove domestic inflation. Nominal GDP in USD increases if the domestic currency inflates rapidly without a proportional depreciation in the exchange rate (often due to central bank interventions, capital inflows, or trade dynamics). This leads to an overstated economic size relative to actual domestic production.

2. While post-COVID inflation spike occurred globally (India experienced consumer inflation around 6–7%), it remained significantly lower and shorter in duration compared to the double-digit inflation recorded during the late UPA-II era (2009–2013), where CPI regularly exceeded 10%.

3. Vietnam is not a major economy.

4. Demographic and population changes in border districts point show that there is continuing significant migration. Even Shahi Tharoor put the post 1971 migration number between 10-20 million in Pax Indica, published in 2012. It has been another 14 years since.

[Dwipayan @dwipayan]

@parthas10587527 @sansiddh Do you even know what changed? And why?