Nirav Kanodra

Interested in Financial Markets, Macro, Politics and Economics. Want to revive the hobby of drawing cartoons. *Views are mine alone, don’t reflect my employers*

[Nirav Kanodra @niravstoons]

My predictions for coming decade (in a thread of thread format) ...

[Chenthil @jcrajan00]

1864. Spain sent warships to seize Peru's Chincha Islands. For bird droppings. Guano was the world's best fertilizer — controlling it meant controlling food supply. Swap guano for potash or phosphate and it's the same conversation we're having in 2026. The commodity changes, the pattern doesn't.

[Nirav Kanodra @niravstoons]

@rajtoday @ArjunM1412 All money spent on Ladli Bahin
And then contractors payments were delayed.
This is what happens then.

[Rajeev Mantri @RMantri]

It was a travesty that an innovation pioneer like @atherenergy was ejected from the PLI program on what can only be described as arbitrary grounds. The less said about those who qualified in the PLI program, the better.

Ather Energy has won its place decisively in the marketplace despite having to compete with effectively one hand tied behind its back for a long time. That’s how good the product is - it speaks for itself, and it wins the hearts of users!

[Vamsi Tatavarthy @VamsiTatavarthy]

@niravstoons @ramprasad_c Shameless plug would be the article on my substack. Bigger problem is not govt teacher vote bank, but govt teacher post is a sought after contract, which is a dole out by politicians which has much larger ramification than any other bribe driven thing .

[Elon Musk @elonmusk]

Straits of Hormuz are named after Ahura Mazda from Zoroastrianism

[Nirav Kanodra @niravstoons]

@ramprasad_c It’s a very tough ask to fix at a large scale.
Especially with government school teachers being vote banks and entitled lot without any accountability.

[Office Of KKB @KarikadaiBoy]

ASY has won 50 titles in 7 years to earn €2.65M.

Mirra Andreeva played 15 sets in 2 weeks to earn €2.8M.

gareeb sport badminton.

[Nirav Kanodra @niravstoons]

@SandeepMall Those who are making money in India don’t.

Next generation who is living off wealth.

1. Lower tax jurisdictions (Dubai Singapore HK)
2. Focus on some luxuries and less hassle of traffic and pollution (but expensive services)

[Nirav Kanodra @niravstoons]

@FahreedBalsara Thing is - why do Masters in Germany at all.

Either focus on it as a pathway to get a better career

Else the 2 years could be better spent in India - work at an MNC or do masters locally.

Option value isn’t worth it.
Same with all continental Europe.

[Nirav Kanodra @niravstoons]

Question is - what’s the job market in Germany post Masters?

German wages are a fraction of US or even UK wages.

[SUSHANT❤️ @Sushant_7Writes]

Here's what nobody tells Indian students before choosing Germany

Cost of MS in Germany: €0 tuition + ~€800/month living = ~₹10-12 lakh total for 2 years.

Cost of MS in USA: $50,000-$80,000 tuition alone = ₹40-65 lakh.

Same degree. Same career opportunities. 8x cost difference.

And yet 10x more Indians choose USA over Germany.
Why? Because nobody told them this.

Send to someone applying abroad this year.

[Nirav Kanodra @niravstoons]

@GabbbarSingh It’s difficult and larger scale.
Kendriya Vidyalaya were good.

You need huge amount of investment to match scale.

You saw the primary school teaching recruitment change and people took it as entitlement scheme with zero consequences.

[Gray Connolly @GrayConnolly]

There is a reason why no other 1st world country runs elections like the US & it is because a system without frequent ID checks & elector roll purges, using widespread mailed-in ballots, is one ripe for fraud .... and this was a mere primary election.

[Nirav Kanodra @niravstoons]

@NicAnkush @GrayConnolly India uses Electronic Voting Machine.

[HindolSengupta @HindolSengupta]

Hindu spirituality is an integral part of India’s ‘soft power’ but this has rarely been properly acknowledged.

[J Gopikrishnan @jgopikrishnan70]

Venezuelan Communists unexplained devotion to Sai Baba - The devotion to Sai Baba by Communist leaders of Venezuela is always intriguing. When in 2005, President Hugo Chavez visited JNU campus with fanfare, entire delegation landed with him in India, spend time at Sai Baba Ashram in Puttaparti. The US caught Nicolas Maduro, who later become President and current interim President Delcy Rodrigues spent days in Sai Ashram, while supremo Chavez was energizing JNU campus in Delhi. This time also Delcy found time to land in Sai Baba Ashram during settling oil purchase deal. Indian Communists fail to explain this sort of ideological differences and passion of Venezuelan communists to Sai Baba Ashram 😎

[Nirav Kanodra @niravstoons]

US Ivy League universities are all private.
My sisters kid goes to a private school. Pays high fees for it.

[The Analyzer (News Updates🗞️) @Indian_Analyzer]

Cockroach Party supporter:

🗣️ “There are no private colleges or universities in America.
-> I know this because I work in the US STATE DEPARTMENT.��😭

Yesterday he was Python Developer. Today he is in US State Department 🤣

[Rosanna Prestia, MBA @RosannaInvests]

🚨 The “blowout” jobs report that just killed your rate cut? Misleading.

It was bartenders. 🍺

70K hospitality hires for the World Cup -> 5x normal. Wall Street saw a hot economy. It was a soccer tournament.

Back out the one-off and there’s NO blowout -> just trend. Yes, there’s a soccer tournament sitting on top of a trend-line economy. 🤯

Look under the hood. 🧵

[Krishnan @cvkrishnan]

And that’s part of reason why
1. DRDO has stopped getting, forget getting the 99th percentile but even the 90th percentile talent long long back
&
2. some DRDO scientists are as corrupt as other IAS and take lakhs if not crores in cut on every procurement for the labs.

[Rishabh Mukherjee @rishabhm]

I'm also willing to bet that the whole H1B outrage in the US is almost entirely stage managed by China, it's proxies and other anti India interests. This isn't the first time China has run this playbook and won't be the last.
https://t.co/HcG3FftwbI

[Ritesh Jain @riteshmjn]

Government control isn’t theoretical anymore—it’s visible. Visa scrutiny in the U.S., bank freezes in Canada, police visits in parts of Europe over social media posts. The kind of social credit-style control where you are cutoff from Jobs market, society, bank and even from renting an apartment seen in China is no longer unthinkable elsewhere.

If you choose to protest in streets or speak out as social media warrior, do it knowingly the downside which will come with it and because you believe in it—not because others are prodding you.