Google which is cash surplus, just announced an additional capital raise of $80 bn.
Google annual profit is $160 bn, last quarter $62 bn, and market cap $4.5 trillion. That is close to total profits and market cap of all Indian listed companies put together.
It’s a wake up call to all companies to invest into the future, whatever the present maybe.
Now that IPL is done and dusted, time for India to focus on business of business.
मुजफ्फरनगर
➡खेलते वक्त मासूम बच्चे की मौत
➡ठेले से खेलने के दौरान बच्चा की मौत
➡बच्चे की मौत से परिवार में मचा कोहराम
➡मीरापुर कस्बे के मोहल्ला ��ुश्तर्क का मामला
@muzafarnagarpol
Nassim Taleb's strategy made 3,612% in one month and $1 billion in a single week, he predicted the 2008 crash
Now he's warning about what's coming next
"Bitcoin is not even good for money laundering it's too traceable. it's a cult, first time in history we're mixing money and cult"
he says real estate created $30 trillion in fake valuation that has to come down by half. companies before this crisis weren't selling you cash flow
"they were selling you funding. it resembles a Ponzi"
A construction worker or JCB operator now earns more than an employed graduate!
On my podcast, I got to know some hard-hitting realities:
-> A Mumbai construction worker makes ₹4 to ₹5 Lakhs annually.
-> An entry-level engineering graduate makes just ₹2 to ₹3 Lakhs.
-> 30% of all graduates are currently unemployed, while unemployment for uneducated people is just 3%.
-> The middle class (earning ₹5 Lakhs to ₹1 Crore) pays 70% of India's income tax.
-> Nifty 50 average salaries grew from ₹10 Lakhs to just ₹11 Lakhs in 10 years (1% CAGR).
-> Even a CA made ₹10 LPA in 2015, and the 2026 average is still just ₹11 LPA.
-> With expenses rising 9-10% yearly, professionals are actually 25-35% poorer over a decade.
Saurabh Mukherjea (Founder of Marcellus Investment Managers, and a bestselling author) shared these insights while discussing his new book on the middle class on my podcast.
This episode is powered by @_groww. Watch the full episode on my YouTube channel.
#finance #investing #stockmarket #mutualfunds #kushallodha
My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time.
He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha.
He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life."
He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett.
But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them.
Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does.
Enjoy!
Timestamps:
0:00 Intro
1:00 The Kindest Thing
13:19 Trading vs. Investing
17:33 Lessons from Warren Buffet
22:24 The Existential Risks of AI
29:54 The Nature of Trading
31:46 Bitcoin
35:55 Bubbles
42:08 A Day in the Life of PTJ
46:00 Information Overload
47:07 Passion for Markets
50:49 The Robin Hood Foundation
54:18 The Workless World
56:03 Journalism
1:00:00 Principal Components of a Great Life
1:05:06 Kill Them With Kindness
He paid for Princeton with poker winnings, today the stocks he buys go up $55 billion just because he bought them
you will watch him lose $150 million in one afternoon and call it a good day, his father said he had no talent, Wall Street calls him the most feared investor alive
Bookmark & Watch it. Then read the post below - 30% returns a year for two decades, the FBI wanted to know how ↓
'Everyone should be having two jobs 💼' - Ronnie Screwvala's blunt take on India’s employment reality👩💼👨💼.
'No one owes you a job.'
In a world where skills expire faster and stability is fading, the question he asks is: Are you ready to adapt?
@ShereenBhan | @RonnieScrewvala | @upGrad_edu | @WeAreSwades
Catch the full show: https://t.co/7LErmWOmR3
As per kumar Mangalam Birla, you can't do anything with 1cr in India. Just make an FD.
In India, if you earn 1L per month, you are in the top 1%. If you save 15k per month, it will take more than a decade to save 1cr.
Sometimes the relative ranking doesn't work. Top 1%, top 10%.
Within 5 years India will be short of plumbers, electricians, carpenters, drivers, nurses and care givers etc as they will migrate to high income countries.
High income countries are facing demographics collapse and Indian blue collar is the answer.
But don’t worry… we will be left with kids who have white collar degrees with no jobs in India and no requirements in high income countries.
Everybody knows Japan mkt did not perform for 35 years. But do they see what it did prior to that period
it went up 400 times in 40 Years ... A CAGR of 16%+ for over 4 decades.
If India Nifty were to do that over 40 years starting year 2000, then by 2040 Nifty would be 4L ! and we would need a 22% CAGR for next 14 years to be there.
Despite the 35 year lull, the Nikkei has clocked an impressive 9 % CAGR over 75 years.
and more is coming
1) If you have 0 interest in learning finance. Keep adding Land + Gold, whenever you get a chance.
2) If some interest in finance, buy Index. Index beats most of the actively managed Mutual Funds and PMS.
3) If some interest in finance: use 200DMA (single technical indicator). Buy firms where operating profits are expanding. And, the stock trades below 200DMA.
It takes 5 mins to learn.
4) If more interest in finance. Learn diversification, portfolio construction etc. Spend time on this skill.
5) Even more interest in finance/investing? join my investment community.
I build a portfolio LIVE in front of people. And, put real money on the line. I don't simply yap and go away like trolls.
Here is the performance since I started last year (in USD terms). In INR, this is more than 50%
Episiotomy…
A small incision made during childbirth.
But for many women, it's a lifelong story.
It's 3:20 AM in the delivery room.
The mother is tired, the baby is coming, the team has to make a quick decision.
Let's make an incision, it will be more controlled.
Ultimately, the thought is that a neat incision is better than a messy tear.
But the reality is now that
Episiotomy is not a routine procedure.
Today I see that this incision can lead to permanent sexual dysfunction problems in some patients.
In fact, a selective (when necessary) episiotomy approach
results in fewer complications than a routine incision.
So when is it really necessary?
✔️ In cases where the baby is in distress
✔️ In case of shoulder dystocia risk
✔️ In instrumental deliveries (vacuum/forceps)
✔️ If there is a high risk of uncontrolled tearing or if your doctor sees a serious risk at that moment…
The goal is not just to deliver the baby. The goal should also be to protect the mother's quality of life.