Career break | 2x failed entrepreneur | IIM Calcutta '19 | DIT '15 |
Talk in general about
Investments | stocks | Markets
Over 10+ years in investing/trading
Smallcaps/midcaps may have confirmed their bottom :)
but here’s the real question is
did the market fall, or did retail investors fall first by abandoning their own portfolios?
Earlier, India produced economists only on Budget Day.
Now, thanks to Trump tariffs + Supreme Court ruling,
we’ve had a full breakout in the Economist Index
By Monday:
• Gym trainers discussing global trade.
Last month: Asics Kayano 32.
"This is the last pair. I'm set."
This month: Puma Hyrox Deviate drops.
"This one's different. Carbon plate."
A runner sees a new drop and his UPI pin is already entered.
This is the biggest addiction!
If you are trading must react to the chart
If you are investing, must react (take action) on fundamentals
If you are extremely leveraged, must react to both with extreme caution.
Silver’s future :
- If it stays just an industrial metal, moves like commodity.
- If central banks ever treat it like reserve 💸 (like gold) : price discovery will shock everyone.
No prediction. Just a thought.
High chance I’m wrong.
But it's already near 100$, so it's fine :)
MCX Silver: Journey from ₹1,00,000 → ₹3,00,000 🚀
22-05-25: ₹1,00,000
08-10-25: ₹1,50,000
12-12-25: ₹2,00,000
05-01-26: ₹2,50,000
19-01-26: Crossed ₹3,00,000
There are decades where nothing happens… and then there are weeks where decades happen.
Every major Indian reform came from a moment of stress.
Feb 1 feels similar.
Markets are pricing fear. Policy may deliver acceleration, for both capital markets and the economy..
Banks are selling silver they don’t own.
China is buying physical at $12+ over spot.
Paper sets the price, until metal runs out.
This ends only one way :)