jkolanu

Exploring Money Markets.
Option Seller. Investor.

[jkolanu @jkolanu]

We have 3 economies : 1. White Economy 2. Grey Economy 3. Black Economy . So we are better hedged than any other country. It's simple GO LONG....

[jkolanu @jkolanu]

The US is a very young country, their founding pillars are Capitalism, no big country to compare with the US. Before Industrialization both China and India were ruling world Trade, then European nations dominated for 300-400 years , after World war 2 , most of the European nations were exhausted, now they are in retirement phase, few Asian countries got vigour but population collapse is the result ( Japan, South Korea, even China) , Latin American adopted useless socialism, Africa they don't know why they are fighting.

We will see extreme Capitalism in the US just like they shown in Hollywood movies ( Hunger Games, Irobot, Wall-E...

Or US as Failed state because of back door entry of socialism ( excess money printing, buying toxic assets, writing off Bad loans) , just like they shown in Hollywood movies ( Elysium, Mad Max Fury ...

Historically few countries dominated global trade anywhere between 100-300 ( even more ) years, this time US only because of free USD reserve currency . In 3-4 decades we will see a reduction in Petrodollar payments which will put US dominance across the sectors.

[jkolanu @jkolanu]

The whole world moved back from the basic economy ( roti, kapada, makkhan ) to discretionary economy and there is no end to discretionary spending , it now fuelled forever inflation, which is making nuclear families to have single kid or no kid or no marriage at all , this is the best solution given by peak crony capitalism ( I am loving this) which will save our mother earth, but we may not see this , but in next 30 years, we might see precursors .

[jkolanu @jkolanu]

@CzarVT Same Pattern... Even after people use AI ....

[jkolanu @jkolanu]

@aditya_kondawar Not a single company from the IT sector did this, Phenomenal Infoedge is .

Treasure management is another important team within the company, most companies park money is Fixed deposits.

[jkolanu @jkolanu]

@InvestorOfJAMMU Both are dangerous, between two MTF has little edge.

[jkolanu @jkolanu]

@InvestorOfJAMMU Ultimately it's critical thinking skills make a difference in the future. Most of the skills are commoditized, only critical thinking and creativity might be left for people to excel.

[jkolanu @jkolanu]

@CzarVT Brace for Hyper Inflation.

[jkolanu @jkolanu]

@Mitesh_Engr Trading is a full-fledged business, so 50-100 % possible for a certain limit, on large capital 25-35% possible I believe. Jim Simons medallion fund gave above 44% CAGR for a very long period, so minimum 25% expected on Trading business.

[jkolanu @jkolanu]

@CzarVT Check Infy ADR....TCS ADR not listed.

[jkolanu @jkolanu]

Wisdom says whatever is hype in the environment that is meant to Sell not to buy because they are chased by all of them and Priced IN for the next 10-15 years, even if revenue and profits kick in , price is to go nowhere ( Tesla no returns from last 5 years). Non Cash Flow Assets ( Gold and Silver ) or Tradable currencies ( BTC) on long term charts when they hit 2 Standard deviation they are prone to correct. Sell what Hype is , buy when all of them are selling.

[jkolanu @jkolanu]

@InvestorOfJAMMU Short SpaceX in SIP way. Every month 10 shares . In fact Tesla at 370 PE is the best one to Short.

[jkolanu @jkolanu]

@Mr_Derivatives Better for Shorting a single company

[jkolanu @jkolanu]

@Create_Profit Greater Fools dumping on other Greater Fools.

[jkolanu @jkolanu]

Agreed. He is the best Financial engineer that the USA created ever. At 380 PE on Tesla after 16 years ( getting into Mature company status) if revenue does not pick up in the next 4 years, it will have the Fate of Microsoft ( took 16 years for break even) , Cisco ( took 25 years break even) . For SpaceX believe me reality will kick very quickly for investors this time. If twitter exists after 5,10,15,20 years, then will write again on both Tesla and SpaceX valuations. The simple concept is that Price always attracts gravity, its revenue and profits give anti gravity and price propels, after 23 years also Tesla trading at 380 PE , either people are fools or some unknown revenue is seen by investors. As far as I can see , a section of Investors and retail people are die hard fans , they buy it at any price, so if all Fans want to exit who will buy ( remember Tesla has negative returns from 2021 to 2026) . Greater Fool Theory at Practicals in the case of Tesla . People always show interest in Fantasy stories, similar stories in BTC also. These are Glorified Ponzi schemes.

[jkolanu @jkolanu]

@saketh1998 Reward is always attributed to Risk taken and finding out the hidden anomalies in the markets ( all assets classes including Cryptos, Commodities and Forex).

[jkolanu @jkolanu]

@1shankarsharma https://t.co/fNJEhozi2h

Just my little observation sir...

[jkolanu @jkolanu]

Just an observation:

Most people are cursing Infosys, TCS, Wipro, TechM for not doing proper investments in AI related Business and not adopting to AI .

But their Global counter peers like , IBM, Accenture, Capgemini are also didn't done anything, they are also beaten left and right.

In fact Adobe is a cash rich product based company, they also didn't see this coming.

US and European consulting services are on the same page as that of India.

But Indian companies are facing heat.

Before Ather and Ola , came up with full fledged products on roads, Bajaj or TVS rolling their EVs only after seeing the benefits...

Every industry has Kodak or Nokia moments

[jkolanu @jkolanu]

@WeekendInvestng At least on Medical treatment, we are one of the cheapest ones, on Pharma we are cheaper or equal to China . No one in India acknowledges this hard fact. Medical treatment in other countries is a nightmare , not affordable and you are bankrupt if you have no medical insurance.

[jkolanu @jkolanu]

Another observation:

US leading in Technological Innovations and solutions from 1970 to now, with all available technology they couldn't make middle class richer, divide between rich and poor getting widened a lot every year, drug addicts increasing day by day, Single family homes are unaffordable , Medical treatment is very expensive, Education is expensive.

Didn't understand why technology didn't make life easier for middle class people.

Now they are saying AI will make life easier. If the last 50 years was proof then what will we achieve in the next 50 years? More Poverty? Less Population?