maneesh dangi

Cycle investor. Probabilist.

[maneesh dangi @notarandomwalk]

On why firms fail

Part 2

You can download PDF here. Link right at the bottom of the essay.

https://t.co/slwYXcW0mG

[maneesh dangi @notarandomwalk]

@KalpenParekh I will be surprised if there isn’t a role reversal of these two by next Diwali.

[maneesh dangi @notarandomwalk]

@kapilagam Agree. Monetary easing may resume after the attack on currency recede.

[maneesh dangi @notarandomwalk]

Why Firms Fail: Insights from My Research with IIM Udaipur's Centre for Financial Research - Mosaic Asset Management https://t.co/JcKFvpFLa6

[maneesh dangi @notarandomwalk]

@gurbachan_econ @MMF_research @KNRajEconClub @rethinkecon_in @nipfp_org_in @Radhikaskp @desaimihira @CPR_India @KingsIndiaInst @Ideas4India @pbmehta @rajshamani Land is his gift. Construct- we have to :)

[maneesh dangi @notarandomwalk]

@gurbachan_econ Fact= build up of bull & bear markets isn’t even, as the former is a long drawn out process and the latter, a snappy one.

So= Steady position sizing and cutting framework is unlikely to yield better returns than index.

Thus= BAF promise is beta reduction. Not OP.

[Narendra Modi @narendramodi]

It’s a matter of immense joy and pride that India has come 4th in its best-ever performance in the International Maths Olympiad. Our contingent has brought home 4 Golds and one Silver Medal. This feat will inspire several other youngsters and help make mathematics even more popular.

[NDTV Profit @NDTVProfitIndia]

#BudgetThinkTank | Watch top industry voices discuss what to expect from Budget 2024. #NDTVProfitLive #BudgetWithNDTVProfit @MFBALA @ravidharamshi77 @notarandomwalk

Watch them in conversation with @niraj_shah, @SaminaNalwala and @TamannaInamdar. https://t.co/bYAuZEmcXH

[maneesh dangi @notarandomwalk]

@niraj_shah @theMihirV @NileshShah68 @dugalira With the run rate of growth having reclaimed long-run, and inflation no longer racing towards 2% - the US has become a basket case.. ROW has had both cyclical slowdown and disinflation. The net product of this mix = trifecta of strong USD, UST and Crude. A rerun of 2022?

[maneesh dangi @notarandomwalk]

@niraj_shah @theMihirV @NileshShah68 @dugalira US Sov debt is limited by its inflation, not by any debt servicing metric. For most of us (India included), the debt is limited by CAD in addition to inflation.

But beyond CAD and inflation, there is no obvious limit to the debt/GDP of any country.

[NDTV Profit @NDTVProfitIndia]

Talking Point | #MacroMosaic's Maneesh Dangi shares insight about his framework on equities and bonds, and what he makes of the growth versus valuation debate. #BQLive @niraj_shah

https://t.co/0TkaXbJo6O

[maneesh dangi @notarandomwalk]

@KalpenParekh Ones who pontificate about what CBs should do seldom get what they will do.

[maneesh dangi @notarandomwalk]

@harshmadhusudan access to advance computing tech wares, oil and Ferts.

[maneesh dangi @notarandomwalk]

@theMihirV PIT is more representative of the general population. CIT is all about elites. So if your objective was to highlight the egalitarianism of our times - it's fine. If it's the other - there is a hole in the mint. 😀

[maneesh dangi @notarandomwalk]

@abhymurarka ‘Mine must be the greatest country. Heil mayor!’ he mused. Slums seemed tiny from his high rise. Poverty distant. One day mayor came knocking to collect dimes because he was representative of all -not just of high risers. He screamed ‘why… i toh supported u’

[maneesh dangi @notarandomwalk]

@gurbachan_econ @latha_venkatesh @nikunjdalmia @RBI public debt is a set off to equalise the imbalance between r & g. (r is the return on capital). r>g leads to a few having a larger % of wealth.. and that gets re-rotated in the economy by public debt.

[Niraj Shah @niraj_shah]

We spoke to Maneesh Dangi (@notarandomwalk), who predicted policy tightness before the Jerome Powell show happened.
Here's some key thoughts from the conversation - on Fed, RBI and equities
(A Thread)

[NDTV Profit @NDTVProfitIndia]

Macro Mosaic Investing’s Maneesh Dangi decodes impact of banking fallout on risk assets, and shares his expectations from the upcoming U.S. #Fed meet. @niraj_shah #BQLive https://t.co/DDxDAF0aiC

[maneesh dangi @notarandomwalk]

@gurbachan_econ @latha_venkatesh @pujamehra Hi. 10% MTM loss is rarer than 10% Credit Loss. For rarest of rare event- if risk management of bank fails, it must be allowed to go bankrupt. Accidents too have utility baked in😊