gunjan

Co-Founder@ Using Alternate data to understand the real Economy, Geopolitics Junkie

[Spina Kicks🥇 @Spinaaaaa17]

Lang Lang the greatest classical pianist in the world walked up to emilio piano and asked him to play rush E, one of the hardest pieces ever.

What happened next... I can't believe it🔥🔥🔥

[U.S. Export-Import Bank @EximBankUS]

https://t.co/8JmaL6pmW1

[Ray Dalio @RayDalio]

It's now happening. The existing fiat monetary order, the domestic political order, and the international geopolitical order are all breaking down, so we are at the brink of wars. It all is happening because of the Big Cycle that is driven by the five big forces I've described repeatedly and laid out in detail in my book and Youtube video titled Principles for Dealing with The Changing World Order. You can find the video linked in the comments below.

[gunjan @gunjanth]

@kmr_dilip Mumbai

[gunjan @gunjanth]

@RazOlsRF 1. Wawrinka
2. Thiem
3. Federer

[Paola Rojas 🐝 @paola_rojas]

Are REEs the new lithium?

Here's my take:

Apple $AAPL is putting $500 million at play with MP Materials $MP, in a partnership to build a factory in Texas with neodymium magnet manufacturing lines specifically designed for Apple products.

The deal comes mere days after the DoD invested $400 million and committed to buy any product at a floor price of $110/kg.

The key implications I see:

- MP doubled in less than a week to a cool $10 billion, opening the door to more institutional eyes.
- Bullish for the space and for peers… a rising tide lifts all boats. I expect appreciation across players with US assets and in other Western economies, like those in Brazil and Australia.
- The safety blanket in the DoD deal is meaningful, and gives this a real shot at transforming the rare earths landscape. It could become ‘the price’ across the board.

PS: IMO, just getting started for REE. A bit like lithium in 2008.

[gunjan @gunjanth]

@kmr_dilip Pls do it in Mumbai too ..

[Raz @RazOlsRF]

I’ll just leave this here for those who say age factor doesn’t matter in tennis.

[gunjan @gunjanth]

One of the best matches in quality and sportsmanship !

[Roland-Garros @rolandgarros]

Possibly one of the best matches in tennis history. Enjoy the highlights by @emirates ↘️

#RolandGarros

[gunjan @gunjanth]

@FitFounder As compared to conventional gym

[gunjan @gunjanth]

@FitFounder What your views on CrossFit as a means to stay fit ?

[gunjan @gunjanth]

@rohann__45 @grok who won the man of the match yesterday for this match

[gunjan @gunjanth]

@nikhilkamathcio Singaporeans can eat out everyday because of hygienic , high quality and cheap local food through their many hawker centres .. and not because of any organised Restaurent chains

[Mayank @AZenGuy]

When you're in such a rush to tweet positive things about a disaster just to make a few bucks.

[Chess.com @chesscom]

🥹🎉 @photochess

[anand mahindra @anandmahindra]

Oh My God

Maya Neelakantan is only 10 years old. 10!

Yes, Simon, she’s a Rock Goddess.
From the land of Goddesses.

We have to get her back here to do her stuff at the @mahindrablues !

@jaytweetshah @vgjairam

[gunjan @gunjanth]

@chiragbarjatya Weather plays a role too, for outdoor running in addition to other infra

[Ted Merz @TedMerz]

Bloomberg offers a perk for clients that is known as the “lose-your-job free trial.”

It works like this: if you are a paying customer who gets fired, you can request access to a Bloomberg terminal at no cost for some number of months.

The program helps explain one reason Mike Bloomberg has been so successful: he understood his real clients are the traders who use his product, not the firms that pay for it.

The idea was hatched early on during a bump in the market.

It was pretty straightforward: Wall Street is a volatile place where people are constantly getting fired and rehired. Mike wanted to help smooth out that process.

The Bloomberg terminal was one constant in the professional life of traders who were frequently forced suddenly to find new jobs.

The terminal’s vaunted message system in particular served as a communications lifeline, allowing continued access to the financial community.

The offer was as generous as it was unusual. It’s hard to think of another professional information system paid for by an employer which is offered for free to individuals after they are fired by the company footing the bill.

It’s worth unpacking because it sheds light on one of Bloomberg’s deep competitive advantages: it’s connection to the individual user.

The Holy Grail for many software and fintech companies is to establish a one-to-one relationship with users.

Bloomberg, like most vendors, is usually purchased by a company for the benefit of financial professionals like traders or portfolio managers.

By offering a free trial when people are fired, Bloomberg garnered goodwill and cemented a direct relationship with the individual user of the product.

When those same individuals went looking for their next job, many would insist that the new package include a Bloomberg terminal.

This is why Jeff Cohen, who headed terminal sales at Bloomberg in the 1990s, says that the real sales people at Bloomberg are the customers.

Jeff said that Mike figured out better than most other companies how to get paying customers to sell the product more effectively than any salaried employee could.

Over time the lose-a-job free trial has become a part of the Bloomberg culture. It is — like the legendary Costco $1.50 hotdog – both a brand marker and super effective marketing.

Officially, the brand name for the lose-your-job free trial program is Stay Connected.

Nobody on the Street calls it that, of course.

Jeff and I were talking about the program because we came across an old email from Nov. 20, 2002 sent out by Lex Fenwick who was running the company at the time.

The market was reeling from the dotcom crash. Amid widespread pessimism, Lex wanted the sales force to remind customers that if fired, Bloomberg would help them try to stay in the game.

Wall Street is portrayed in Hollywood films as a cut throat place. And there’s a lot to that.

But it’s also a place that remains to a surprising degree a relationship business.

(Part of a series of business lessons I learned from three decades working at Bloomberg LP)

@business

[gunjan @gunjanth]

@Rahul_J_Mathur @matrixindiavc @BCG_India Most of the last trading companies like Trafigura and Cargill , they do physical and paper trading ; as well as own assets like smelters,mines and refineries

[𝙑𝙞𝙩𝙖𝙨𝙩𝙖 @baavri]

. @airindia how dare you give my mom’s business class seat to someone else on a long haul flight from Delhi to Washington DC? First telling her the seat doesn’t recline, then saying the seat is for the crew and then she finds someone else sitting there as she is sent to economy?