Parth Parikh

Interested in Markets, Economics and Global Events. Love History. NMIMS Alum, FRM Charter.

[Viram Shah @ViramShah8]

📊Interestingly for the first time in years, we saw real profit booking on @Vested_finance in the last week.

After multiple months of consistent buying, we saw a spike in sell activity over the past trading days. A few interesting trends that we saw when we looked under the hood:

- Megacap AI winners got trimmed: Microsoft, Google, Amazon, all saw heavy selling. After multi-year runs and an AI-led shift in narrative and capex spends, investors seem to have chosen to lock in some gains in three of the FAANG cos

- Memory/hardware cos continue to be in demand: SanDisk, Micron, and SK Hynix all showed strong net buying, alongside AMD and chip-adjacent names like AXTI

- Some bets beyond AI: Netflix topped the buy list and SpaceX saw a revival in demand after a few dull weeks

Will be interesting to see how the rest of August plays out 🔍

[Global Markets at WeekendInvesting @WIGlobal]

Alok Jain, founder of Weekend Investing, will be taking a live session on Vested over "Momentum Investing 101"

Date : 1st August 2026
Time : 11:30 AM - 12:30 PM

Registration Link : https://t.co/pEN8p5SV6h

[Vested @Vested_finance]

At Vested, our singular focus is global investing. It’s what we do 24*7, 365 days a year to make it the best possible experience for you.

Introducing our first-ever campaign that reflects this belief.

The global investing specialist 🌍

[Sahil Kapoor @SahilKapoor]

Wrote this yesterday.
"This is the time to buy Rupee assets, not bet against them."

Was reminded of a chart made in DSP Netra of Aug 2022.
Reproducing the Aug'22 chart with an update for today.

Read what the side box in the image says about extremities.

Post writing this in Aug'22, the Rupee went from 80 to the Dollar to about 83 and then went into a 2-year consolidation where India's FX reserves zoomed to record highs.

Today's we are back to similar extremities. (see updated chart image to latest available data).

[Sahil Kapoor @SahilKapoor]

This Is The Time To Buy Rupee Assets, Not Bet Against Them

(Download: https://t.co/lQ0UWPLikp)

[Fundamental Investor ™ 🇮🇳 @FI_InvestIndia]

Received an interesting video on Arattai today. Rajeev Thakkar of PPFAS explains why he is not too concerned about the INR USD equation.

I liked this take. In fact, I resonate with this. We should adapt and invest accordingly ❤️

Must watch for my audience.

#FI

[Sandeep Parekh @SandeepParekh]

As global bond yields rise (rapidly), inflation rises, and policy rates must rise in response to oil price driven inflation, here is what will happen: 🧵

[Vidit Gujrathi @viditchess]

A speech so good, it will convince anyone to move to SF. I won't lie, it did tempt me.

[Neil Borate @ActusDei]

Yet most Indians are 100% invested in India. Wake up a smell the 97% please!

[Vijay Thirumalai @vijaythirumalai]

Everyone talks about oh, US investing has peaked, don't invest in US

This is an ETF for my kids account ( never buy individual stocks in my kids account)

This is a fully diversified, Emerging markets ETF, holds 3000+ stocks, Ex China ( sure holds the Memory trade but just 15-20%)

Look at the performance - up 33% in last 6 months in $ terms, include rupee correction, will be up 50%

For all those genuiuses saying, Global investing has topped, few things

1/ Global ≠ US investing only
2/ There are a bunch of markets outside US which give superior, risk adjusted returns ( better Sharpe) than India markets
3/ These indexes have P/E much lower than India ( 18X and similar growth)

[Kalpesh Savaliya🔆 @kapu7329]

MF Investors, stop scrolling!
Found 2 gem websites for mutual funds:
• Cleanest interfaces
• Super insightful single-view dashboards.
Using them daily now. Must check!
https://t.co/3ktsUsWt70 (by @kirubaakaran)
https://t.co/WcaOa3sDqS ( by @shenoytech)

#MutualFunds #Investing

[Anupam Gupta @b50]

My fav cafes in Bandra/Khar ranked on equal weights of coffee, food, vibe.
1. Boojee
2. ⁠Mag St
3. ⁠Blondie
4. ⁠Vanilla Miel
5. ⁠Bokka
6. Mokai
7. Veronica’s
8. Standby
9. Grounded
10. Grey Soul

Notes:
A. Yes, sorry, no Subko Bandra for me. Instead, Subko Byculla and Subko Colaba just for the vibe.
B. No Starbucks because that’s home and one does not rank home.
C. I’d travel to town for Araku, it’s so damn good.
D. Apologies to both Blue Tokai and Third Wave.
E. No, I didn’t forget anything
F. Your mileage can and should vary

[ChessBase India @ChessbaseIndia]

This is 8-year-old Tamizh Amudhan (born on 2nd of September 2017). He is sitting in his home in Sivakasi. The electricity was not there so he had to use a candle.

In the first round of Freestyle Friday, he was pitted against world no.7 Vincent Keymer (2759). Not only is Vincent an amazing player he is well known for his Freestyle Chess. It was absolutely stunning how Tamizh Amudhan outwitted him!

This youngster who trains at Hatsun Chess Academy near Sivakasi is already a CM and rated close to 2000 Elo. A huge congrats to the youngster and his grit! 😍

#chess #chessbaseindia #freestylechess

[Deepak Shenoy @deepakshenoy]

We just finished our first financial year at @CapitalmindMF !

500+ cr. AUM
4 funds - Equity, Debt and Hybrid.
11,000+ investors, 1300+ cities/towns.
3,400+ distributors empanelled.

Started with 45 cr. in the NFO, 8 months ago. We're still small - tiny, in fact. Which means we have to work hard to grow. Our team has grown to 48+, with our HQ at HSR Layout in Bangalore and offices in Baroda, Chennai and Hyderabad; they've done an incredible job getting this in shape.

Thanks for your support, and looking forward to a productive year ahead!

Visit https://t.co/HTuaYb44Po for more.

[TheLiverDoc™ @theliverdoc]

Coffee is one of the only drinks with strong evidence that benefits the liver. Here's what decades of research actually says about how to drink it right:

Coffee genuinely lowers liver disease risk.
Meta-analyses show regular drinkers have about 35% lower risk of significant liver fibrosis and nearly 50% lower risk of liver cancer compared with non-drinkers.

Aim for 2–3 cups a day, minimum.
The effect is dose-dependent. The Hepatology socities such as AASLD and EASL says 3 or more cups daily is reasonable for liver benefit, if you tolerate it.

Caffeinated works better than decaf.
But decaf still helps.
Caffeine blocks adenosine receptors that drive liver scarring. Decaf lowers chronic liver disease risk too, just by a smaller margin (UK Biobank, n=494,585).

The target dose: ~300 mg caffeine/day, or 3 cups.
Fibrosis protection kicks in around the 75th percentile of intake, roughly 308 mg caffeine, or 2.25 cup equivalents, per day - the AASLD 2023 advises 3+ cups for liver benefit.

What a "cup" actually means
One standard cup = 240 ml (8 oz), not a 60 ml tiny Indian "cup." A 240 ml filter coffee has ~95–165 mg caffeine. A single espresso shot (30 ml) has only ~60–75 mg.

Coffee-to-water ratio: 1:15 to 1:17.
For filter/drip/pour-over: 15 g of ground coffee to 250 ml water. This is the standard brewing ratio and gives clean extraction of chlorogenic acids and caffeine.

Choose medium roast, not dark.
Medium roast has significantly higher chlorogenic acid (CGAs) content than dark roast. Dark roasting thermally degrades CGAs, the main antioxidant doing liver work.

Arabica beats Robusta.
Arabica beans are richer in CGAs and polyphenols, the antioxidants doing most of the liver-protective work.

A note here:
Arabica for polyphenols, Robusta for caffeine.
Arabica (1.5% caffeine) has more CGAs and polyphenols. Robusta (2.7% caffeine) has more caffeine but a cruder phenolic profile. A 70:30 Arabica-Robusta blend is a reasonable compromise.

Water temperature: 92–96°C.
Just off a rolling boil. Too hot (>96°C) burns the grounds and extracts bitter compounds; too cool (<90°C) under-extracts CGAs and caffeine.

Grind size matters.
Medium grind (table-salt texture) for filter/drip. Coarse for French press. Fine for espresso. Brew time: 3–4 minutes for pour-over, 4 minutes for French press, 25–30 seconds for espresso.

Filtered coffee is the safest daily choice.
Paper filters trap cafestol and kahweol, naturally present plant diterpenes that raise LDL cholesterol if consumed daily in large amounts. Pour-over (V60, Kalita, Melitta) or drip machines with paper filters give you CGAs and caffeine without the cholesterol penalty.

Espresso and French press: fine, but not unlimited.
They retain more polyphenols but also more diterpenes (so more chances of increased lipids). Great occasionally; don't make them your 5-cups-a-day default if you have high cholesterol or heart disease.

South Indian filter coffee: acceptable, with caveats. The metal filter does not remove diterpenes as well as paper, so limit to 1–2 cups/day if you have dyslipidemia. The decoction itself is rich in CGAs. Use less sugar. Skip condensed milk.

BUT ULTIMATE: Drink it black. Or close to it.
Sugar, syrups, flavored creamers and whipped cream cancel the liver benefit, especially if you already have fatty liver, diabetes, or obesity. Skim milk or unsweetened plant milk is fine.

Instant coffee: still works.
UK Biobank (n=494,585) showed instant coffee drinkers had similar reductions in chronic liver disease as ground coffee drinkers. Not as potent, but far better than no coffee.

Cold brew: underrated for the liver.
Medium roast + coarse grind + 6–7 hours at room temperature extracts CGAs and caffeine efficiently with lower bitterness. pH and CGA content are comparable to hot brew.

Timing.
Spread across the day. one at breakfast, one mid-morning, one early afternoon. Stop by 2 pm if you have insomnia.

It helps across almost every major liver disease.
Evidence supports benefit in fatty liver (MASLD), alcohol-related liver disease, hepatitis B and C, cirrhosis, and liver cancer.

The mechanism isn't magic, it's chemistry.
Chlorogenic acid cuts oxidative stress and liver fat. Caffeine inhibits stellate cell activation (that promotes scarring or fibrosis). Melanoidins and polyphenols reduce inflammation.

Who should go easy.
Pregnancy, children, those with uncontrolled heart rate and rhythmn issues (arrhythmias), panic disorder, or insomnia.

And no, coffee does not undo a bad diet or bad choice - such as alcohol, herbal supplement or that Ayurvedic "liver tonic."

Sources: Modi et al., Hepatology 2010; Kennedy et al., BMC Public Health 2021 (UK Biobank); Fuller & Rao, Sci Rep 2017; AASLD MASLD Clinical Care Pathway 2023; EASL 2016 CPG, Frontiers in Nutrition 2026 (Italian coffee cohort).

[shirish @shiri_shh]

END OF AN ERA AT APPLE

Tim Cook is stepping down as CEO on Sept 1.

bro turned a $350B company into a $4 TRILLION monster.

Hardware chief John Ternus is replacing him, the engineer who actually built the iPhones.

[Joy Bhattacharjya @joybhattacharj]

He could speak 8 languages and they said he could recite all 37 of Shakespeare's plays from memory. An award winning playwright & stage artist and one of Satyajit Ray's favourite actors.
Also one of India's finest comic actors in films like Golmaal, and Hirak Rajar Deshe. The irony is that the marvellous comic roles in Golmaal and other films, what most people outside remember him for, is what he regarded as the least important "I have developed a technique of shutting my mind off, switching it off, rather. I will not be able to tell you even the names of the films I have acted in or even the name of the character I have just finished shooting.”
He was also a brilliant writer & regular theatre reviewer. “Mr.Dutt as Othello was rather a pitiable sight, with his voice gone, his breathing laboured and his bulk enormous.” This was Utpal Dutt reviewing his own stage performance using the pseudonym Iago.
He also loved classical art and there is this wonderful story told by his daughter. "When we went to Italy, it meant we would have to spend at least one day on viewing each sculpture. We had hired the services of a guide. But, we found that Baba knew more about the place than the guide. The next day, the guide asked us if we would be ready to go on our own."
A true renaissance man and a principled one, not scared to go to prison for his views. Utpal Dutt was truly one of our greats.
97th birth anniversary today.

[Historic Vids @historyinmemes]

Restaurants were refilling Heinz bottles with cheaper ketchup, so the company made one simple change to its label to help protect its $25 billion brand.

[Feroze Azeez 🇮🇳 @feroze_azeez]

When Recency Bias Drives Investment Decisions

Investors often become more confident investing after recent gains, a behaviour known as recency bias, where recent winners are expected to keep performing.

We saw this recently.

At peak levels, Jan 2026 inflows surged:
Gold ETFs: Rs 24,040 crore net inflows
Silver ETFs: Rs 9,463 crore net inflows

Within 2 to 3 months
Gold fell over 25%
Silver fell over 50%

If we step back and look at longer term historic data, the picture becomes clear.

Average of 3 Year Rolling Returns from July 1991 to Feb 2026:
Nifty 50: 12.59%
Gold: 9.97%
Silver: 9.14%

Investing is not about reacting to recent performance.
It is about trusting long term evidence.

[Devaiah Bopanna @devaiahPB]

Hardik Pandya has shown there is a coolness ceiling in our country for someone who comes from nothing and becomes incredibly successful. The hate he gets for doing seemingly normal rich person things is incredible. He exposes middle class envy like nobody else in this country.

How can a guy who looked like us and lived like us until a few years ago suddenly get everything in his life, despite paying for it with his raw talent and hard work? How can he enjoy his rewards? He is a chapri. How can he drive a Ferrari in his shorts? How can he colour his hair? How can he be so confident and cocky? And how the fuck can a guy who comes from nothing have any personality?

Why is he not humble? How can he always be in the company of the most beautiful looking women and show off his feelings so publicly?

We want to use the word humility, but it is actually just jealousy.

And this jealousy is only when someone relatable does successful rich person things that we as a nation get triggered. You see these firangs or star sperms or someone who comes from wealth in their big flashy cars, holding hands and celebrating their girlfriends, that is suddenly aspiration. That is cute. That is suddenly a lifestyle to emulate.

So we are okay with successful people, or people who are born into wealth, setting standards for love in this country. But when our boy has a good time, the whole fucking country has a meltdown.

Only foreigners, or the born rich, fair looking, well pedigreed, upper caste prince and royalty can hold hands, make love to their girlfriends in public, and maybe even go full 69 in public - and it will be looked at as aspirational. But a come from nowhere, hardworking dude has to behave and be humble in front of us without drawing ire from any quarters.

If you were born into it, we call it lifestyle.
If you earned it, we call it attitude or chapri behaviour.

I love Pandya man, and I hope more self made people flash their success in our faces daily to remind us that if we work hard, we can achieve our dreams. There is no fear in doing so. Because somewhere deep in our feudal, subservient psyche, we believe there’s a certain profile for who gets to enjoy life and if someone doesn’t fit that, we start calling them chapri.