Taha

Just a finance nerd trying to make sense of the markets and myself

[Taha @MeghaniTaha]

GAL looks dirt cheap with its forecasted earnings. 113 eps expected for the next annual results. And with their upcoming phev launch. No new taxes on phevs. Sky is the limit.

[Taha @MeghaniTaha]

Unleash the bulls!! #kse100 #sbp

[Taha @MeghaniTaha]

The only thing holding back the market now is the MPC decision today. Hopefully something positive

[Meher Jazib Ali @MeherJazibAli]

Pakistan IT/Tech sector might find the heat from the international markets.

The world is changing. They are not. And we might see a downtrend in their valuation soon.

"Unchi Dukan Peekha Pakwaan"

#Tech #KSE100 #PSX

[Taha @MeghaniTaha]

@MeherJazibAli SYS is trading at a ridiculous valuation. Great company, growth oriented, the recent confiz and BAT acquisition is promising but investing at such multiples would be insanity

[Taha @MeghaniTaha]

Brent under 90? And this isn't a dream?

[Taha @MeghaniTaha]

Wake up babe, trump dropped another taco

[Taha @MeghaniTaha]

At this point the risk isn't a recession, it's stagflation. The IMF has already cut its global growth forecast and raised its inflation outlook. Central banks are constrained, raise rates>slow growth further. Cut rates>inflation accelerates. #IranWar‌

[Taha @MeghaniTaha]

@rogueonomist Some aren't even hiding it, infact they're incentivising it!

[Taha @MeghaniTaha]

Even the US10Y is facing a selloff, rates up 1.5%. This was coming at some point. Rising inflation. Rate hikes. Stagflation fears. Everyone's starting to catch up

[Taha @MeghaniTaha]

Did i miss a memo? What the hell happened here #sp500 #nasdaq

[Taha @MeghaniTaha]

Did i miss a memo? What the hell happened here #sp500 #nasdaq

[Taha @MeghaniTaha]

Given how unpredictable trump is, i wouldn't be surprised if we're disappointed yet again today

[Najam Ali @najam_ali]

No matter how Washington presents this deal to its domestic audience, no matter how beautifully it is wrapped in bright colors and triumphant language, one word is still visible all over it:

Defeat.

[Taha @MeghaniTaha]

Market closed. Everyone's a buyer going into the holidays. Optimism all around. only thing to do now is pray that sense prevails and a peace deal is reached soon🙏

[Taha @MeghaniTaha]

The first tick of oil futures tonight will be generational

[Taha @MeghaniTaha]

Honestly the first weekend after a long time where we're talking about a peace deal.

[Taha @MeghaniTaha]

They get another two weeks after another two weeks. What's new?

[Taha @MeghaniTaha]

Alarm bells are starting to ring #KSE100 #psx

[Taha @MeghaniTaha]

If trump wants Xi to step in and help broker a peace deal with iran, he'll have to provide concessions on Taiwan. This will leave his political and geopolitical standing nowhere, a lose lose situation and a catastrophic failure!

#iranwar #China

[Najam Ali @najam_ali]

BREAKING: After careful analysis, top White House insiders confirm President Trump’s Iran policy can be summarized as:

Monday: “Total war!”
Tuesday: “Best deal ever coming!”
Wednesday: “They called me, very nice people”
Thursday: “MAXIMUM PRESSURE!!!”
Friday: “We’re very close to a deal”
Saturday: “Iran must be destroyed”
Sunday: posts golf score

Attention stock & oil traders: Your cardiologist should be on speed dial.