Mehul

Macro guy, interested in equities, finance, geopolitics. Astrology enthusiast and unapologetic Hindu! 🙏

[arunisha sengupta @arunishas]

I am once again opening the Mumbai DIY Homa workshop link for the 20th of June for some more registrations. The link will be open only up to Tuesday. Please note that seat confirmations will only be on first come first serve basis:
https://t.co/UquUAbexi2

[Mehul @risk_return]

@TheStalwart @paul191919 Hey joe, Did you find out anything about CXMT?

[Mehul @risk_return]

@mariawirth1 Thats very unfortunate Maria. Many indians are afraid that they will find themselves as unloved or unintelligent if they embrace their own tradition. If it comes from the west, they seem to accept it!

[Mehul @risk_return]

@HoratioLibra Ruled by Vayu! Is that why surya gets weak here?

[Mehul @risk_return]

@RapperPandit @ronak365

[Mehul @risk_return]

@DiscussingFilm This happen very so often that a movie need to be made on this! Great work to all the creatives 😂

[Mehul @risk_return]

@OddStats We got some nice company

[Mehul @risk_return]

@SJD10304 Phew, That will save us from a crash!

[Mehul @risk_return]

Is it ok to get this kind of anger after doing sadhana? @mmpandit

[Kreately.in @KreatelyMedia]

This is so sad

🤐

[Mehul @risk_return]

@mindmoon_108 We are getting closer to deepseek like moment in Memory cycle! I think its gonna cause huge unwind in the memory stocks leading spillover in AI cos

[Mehul @risk_return]

@OddStats You should come up scary post like this only during Halloween!

[Saraswati Films @mmpandit]

Doing Hanuman chalisa once in your life 100 times a day might do something. But doing HC 21 times daily for a few months… that has serious potential to cause positive changes in life.
As people even here will testify about it , it has potential to even save one’s life.
Here is Pratyaksha Pramana from my own extended family’s experience about Hanuman ji.
👇🏻🔥
https://t.co/wj2lJFkHEQ

[Mehul @risk_return]

@mmpandit Pranaam guruji. Only today my 8 year old was asking me what happens if one do Hanuman Chalisa 100 times and I see this! She was asking if one gets boon after one accomplishes the feat above 😀

[Mehul @risk_return]

Love Brad’s take on anything international!

[Brad Setser @Brad_Setser]

I very much agree -- it is a very fair representation of what is in the actual data.

Nice piece

https://t.co/tJQh7j3krR

3/3

[Mehul @risk_return]

@Internetumpire7 Ye hai cricketing Dhurandhar equivalent - Down under!

[Mehul @risk_return]

@AbhiAttorney_ Also Rahu in his sixth house!

[bhatnaturally  🇮🇳 @bhatnaturally]

It appears West Bengal was being operated like a separate country. What a bullet the nation dodged on May 4. Salute to the ordinary citizen voters.

[Mehul @risk_return]

Also, everyone please plant more trees or sow more seeds so that we would get a better tomorrow!

[Narendra Modi @narendramodi]

Different parts of India are witnessing soaring temperatures and the challenges that come with it. This heat is harsh on all of us and I urge you all to take as many precautions as possible. Please stay hydrated, keep water with you when stepping out. Offer a glass of water to others. In weather like this, such kindness goes a long way.

[Mehul @risk_return]

Looking forward

[Patrick OShaughnessy @patrick_oshag]

Tomorrow, @DanielSLoeb1

[Mehul @risk_return]

This is a great read!

[Joe Weisenthal @TheStalwart]

THREE THOUGHTS ON AI RIGHT NOW:

In today's newsletter, I wrote about query routing, knowledge-cutoff experimentation, and the paperclipification of the real economy, inspired by reading Nick Bostrom's book and the SpaceX IPO