Prasath Prabhakaran

Creative director @timelessco. Understanding compounding.

[Prasath Prabhakaran @RealPrasath]

@GaryBex01 Exactly. Vuskovic is wonderful, but played for a bottom team of bundesliga. Put people think he is a world beater, but Archie gray and Lucas bergval played 2 seasons with 5 managers and terrible injuries. They won an European cup as well, but somehow they are mid and shit.

[Prasath Prabhakaran @RealPrasath]

@CzarVT The only thing that is going to derail everything are US bonds. If it spikes to 7-8. We can kiss goodbye to equities and commodities. Commodities are a leveraged trade right now, so it would fall harder. Public capex as an idea will go bust. No govt can borrow to build.

[Timeless @timelessco]

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[Timeless @timelessco]

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[Prasath Prabhakaran @RealPrasath]

@ChrisLauDesigns @timelessco Glad you like it. Post your thoughts and space for improvements, when you get sometime.

[Prasath Prabhakaran @RealPrasath]

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[Timeless @timelessco]

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[Prasath Prabhakaran @RealPrasath]

@gurjota @niraj_shah Ridham said experience trumps reading and suddenly all the book investors can't take it. Investing isn't about who is saavy or an intellectual. Investing is about being street smart, no better way to build that without being on the street and experiencing it. Ridham was right.

[Prasath Prabhakaran @RealPrasath]

@deepakshenoy There are two bottlenecks to this AI capex craziness. Incremental cost for every DC is going up, when more countries climb on the bandwagon, eventual return would be minuscule for infra players. ISP's and browsers never made money in the long run. Companies with DCs won't either.

[Prasath Prabhakaran @RealPrasath]

@Finstor85 @ishmohit1 Additionally GCCs are also doing the same job as they are in a far more controlled setup. So when you are up against local competition, no real pricing power. Margins will be hit. Just the same thing that happened to the paints segment, which is playing out in IT.

[Prasath Prabhakaran @RealPrasath]

@Finstor85 @ishmohit1 Our IT companies are stuck between a rock and a hard place. They will have to use AI, that is what the world wants(clients/investors/emp), they can't meaningfully reduce workforce because of pressure. Workforce won't adapt quick enough. So outlet is lower margins, hence derating

[Prasath Prabhakaran @RealPrasath]

@WeekendInvestng The whole index is reinventing itself. The period of finance generating alpha over the broad return is over. So sticking to efficient markets, the index is swap out the underperformers Finance and IT and bring in new performers to keep up the index alpha. That's the shift.

[Prasath Prabhakaran @RealPrasath]

@sbarjun7 @ECISVEEP People came in droves and have voted for something. What they have voted for will be revealed in due time. But don't degrade such an awesome democratic effort using subpar analysis. Sweeping the electorate smartness under your mathematical massage.

[Prasath Prabhakaran @RealPrasath]

@sbarjun7 @ECISVEEP 3. Narrative, population growth. To be honest, TN population has been growing at 50% lesser rate than those all those previous terms. Check the data below to see how a 8-7% growth rate has now stalled to 3-2% in the recent years.

[Prasath Prabhakaran @RealPrasath]

@thechartist26 In all the past corrections the RSI always created a higher high. The last peak created a lower low, so negative divergence will kick in. Also on the chart above, it has formed a continuation. The price should fall further.

1st sup - 2440
2nd sup - 1800
worst case - 1150

[Prasath Prabhakaran @RealPrasath]

@josecruset @InvestRepeat Coal usage exploded. Coal miners were decimated.

Bank automation, exploded bank growth. But bank tellers were decimated.

Chinese goods, exploded electronic usage, manufacturing decimated.

It's a race to the ground. So service industry won't be the same again.

[Prasath Prabhakaran @RealPrasath]

@josecruset @InvestRepeat Jevon's paradox implies the exploding demand for the underlying technology, doesn't talk about the value chain. When an underlying technology explodes, the value chain goes from high margin to a low margin. The whole IT service value chain is on the cusp of being disrupted.

[Prasath Prabhakaran @RealPrasath]

@paras5123007 @itsTarH @Chandankr2018 We will have a pseudo stagflation. All the developed world bond yields have been consolidating. So they will break on the higher side, because of reckless fiscal borrowing. But that fiscal spending with the AI spending will mask lack of growth. data won’t say it’s stagflation

[Prasath Prabhakaran @RealPrasath]

@itsTarH Yes, it all boils down to bonds. The move index will let us know when this collapses. Guesses are that he will go back this time when the Move spikes. Then it makes one higher high and then a blow off top after some crazy fed printing and fiscal madness.