Kush Zaveri

In an ardent pursuit of unravelling market mysteries and identifying trends through the power of Quantitative Analysis and Research.

[Kush Zaveri @kushzaveri4480]

Importance of FPIs in Indian Equity Markets

A mega thread attempting to answer some of the important questions

🔶 How do markets react when FPIs buy and sell?
🔶 How closely are Nifty movements related to FPI activity?
🔶 What is the impact of their activity on Sectors?
🔶 Are our markets more self-reliant now?
🔶 View of recent selling in historical context
🔶 How should you be interpreting fortnightly data?
🔶 How you should calibrate different strategies in line with this activity?

[Goshawk Trades @GoshawkTrades]

https://t.co/zY22h11YCE

[AI Edge @aiedge_]

https://t.co/RBzJWWynEg

[Rimsha Bhardwaj @heyrimsha]

Prompt engineering is dead.

Anthropic recently released the real playbook for building AI agents that actually work.

It’s a 30+ page deep dive called The Complete Guide to Building Skills for Claude and it quietly shifts the conversation from “prompt engineering” to real execution design.

Here’s the big idea:

A Skill isn’t just a prompt.
It’s a structured system.

You package instructions inside a SKILL .md file, optionally add scripts, references, and assets, and teach Claude a repeatable workflow once instead of re-explaining it every chat.

But the real unlock is something they call progressive disclosure.

Instead of dumping everything into context:

• A lightweight YAML frontmatter tells Claude when to use the skill
• Full instructions load only when relevant
• Extra files are accessed only if needed

Less context bloat. More precision.

They also introduce a powerful analogy:

MCP gives Claude the kitchen.
Skills give it the recipe.

Without skills: users connect tools and don’t know what to do next.
With skills: workflows trigger automatically, best practices are embedded, API calls become consistent.

They outline 3 major patterns:

1) Document & asset creation
2) Workflow automation
3) MCP enhancement

And they emphasize something most builders ignore: testing.

Trigger accuracy.
Tool call efficiency.
Failure rate.
Token usage.

This isn’t about clever wording.

It’s about designing an execution layer on top of LLMs.

Skills work across Claude, Claude Code, and the API. Build once, deploy everywhere.

The era of “just write a better prompt” is ending.

Anthropic just handed everyone a blueprint for turning chat into infrastructure.

Download the guide here: https://t.co/Bf3j0GFRGu

[Citrini @citrini]

I spent 100 hours over the past week researching, writing and editing the piece we just put out.

It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.

And we’ve released it for free. Hopefully you enjoy it.

https://t.co/YK8E11GcDU

[The Kobeissi Letter @KobeissiLetter]

https://t.co/BH00Vpy4WF

[Kush Zaveri @kushzaveri4480]

Breakout after good results.

Revenue Growth YoY: 149%
Profit Growth YoY: 165%
#GARUDA

Just for education. Not a recommendation.

[Kush Zaveri @kushzaveri4480]

@vivbajaj @mystockedge May be it is about time to bring backtesting to SE for ppl to take informed decisions. Momentum is tricky. For percentile based momentum (ROC/RS>Score>Pctile) 1M is too fast & 6M is too slow. No way to determine a scan's efficacy in generating returns in isolation or combination

[Kush Zaveri @kushzaveri4480]

@vivbajaj I just hope this doesn't fall on deaf ears.

[Kush Zaveri @kushzaveri4480]

@vivbajaj Tukke lagate raho, jo tukka chal gaya woh apka narrative. Jo nahi chala woh learning. Over a period of time you’ll make money. In short Momentum Investing. Make sure you create a story around your winners to talk about it at cocktail parties

[Kush Zaveri @kushzaveri4480]

@ThetaVegaCap Workout! No weight loss is sustainable if done through dieting.. within 1 month you’ll be back to square one after stopping. Create a better goal instead.. ‘i’ll git the gym atleast 4days in a week every week of the year’. Rest is all BS

[Kush Zaveri @kushzaveri4480]

@TVMohandasPai @narendramodi @AmitShah @FinMinIndia @nitin_gadkari Sir, pls don’t bother marking anyone. Its going to fall on deaf ears.

[Kush Zaveri @kushzaveri4480]

@itsTarH And then there are smarter rich who are moving out of the country making America great again.

[Kush Zaveri @kushzaveri4480]

@PushkarTu @pushpendrakum Yes true

[Kush Zaveri @kushzaveri4480]

@IndiaNewGen I pledge not to buy any electronic items, online or offline, for next 2 months.

#mostexploitedjunta #powerofmiddleclass

[Kush Zaveri @kushzaveri4480]

@IndiaNewGen May be that's too much on the list. Just select one category, spread the word, make people pledge using a hastag and boycott. Lets set an example. We must all unite to end this #TaxTerrorism

[The Exploited TaxPayer @IndiaNewGen]

❌ No GST january.

Fully avoidable: Cars, mobile, laptop,washing machine,hotel, vacation, restaurants, zomato, amazon.

Avoid if possible: petrol, recharges, ola, uber, credit card, powder, cream

Non-avoidable: milk, groceries, electricity, medicines.

Non Cooperation january.

[Kush Zaveri @kushzaveri4480]

Its time we had a strong IT Professionals Union, be it online. We are the most exploited janta in this country. We can surely make our voices heard if we all come together and fight for the cause. Insane taxes on income as well as expenditure.. no avenue to save taxes.. heck, they dont spare us on capital gains.. pls start a movement

[Kush Zaveri @kushzaveri4480]

Food for thought: why does FPI selling bring market corrections despite the liquidity being largely absorbed by domestic funds? Put your views in the comments section.

Thanks for reading!

[Kush Zaveri @kushzaveri4480]

Importance of FPIs in Indian Equity Markets

A mega thread attempting to answer some of the important questions

🔶 How do markets react when FPIs buy and sell?
🔶 How closely are Nifty movements related to FPI activity?
🔶 What is the impact of their activity on Sectors?
🔶 Are our markets more self-reliant now?
🔶 View of recent selling in historical context
🔶 How should you be interpreting fortnightly data?
🔶 How you should calibrate different strategies in line with this activity?

[Kush Zaveri @kushzaveri4480]

Key Takeaways:

✅I've extensively tested Momentum and Mean Reversion (MR) strategies and my observations are that Momentum strategies work best when FPI AUC is in ATH trajectory on an index base universe (e.g. NF500) and more so effectively on Sectors, that is when Sectoral AUC is making ATHs. And at other times, you are better off with MR. More on this some other time.

✅Stocks breaking out to ATH seldom sustain the upmove when FPI AUC is in drawdown phase, especially when the specific Sector AUC is in DD. Better avoid such trades during those periods.

✅If you track FPI investments, consider using time series data for analysis rather than looking at fortnightly change in rupee terms. A 7400 crore addition in Financial Services sector is 3.7% increase from previous period with AUC being below ATH versus a 6700 crore addition in IT is 7% increase with AUC at ATH. Helps you make better decisions.

✅You can generate significant alpha just by investing in sectoral ETFs wherein the sector AUC is either making ATH or reverting to mean after a drawdown. Of course, not every sector as reported in FPI data has an ETF e.g. Capital Goods or Telecom. But if you are an active investor and willing to spend time on analysis you can use tools like @Trendlyne or @mystockedge to drill down to a specific sector, then Industries and specific stocks, and you could build your own little ETF. Just buy top 2-3-5-10 stocks with highest relative strength and keep rebalancing them periodically.