Rohan Agarwal

Co-founder @ | Director @ Wave PMS | Stand-up comedy & macroeconomics enthusiast

[Mark_Sisson @Mark_Sisson]

If you’re actually writing your content, you are the 1%

[Otavio (Tavi) Costa @TaviCosta]

Colombia was next.

A watershed moment for Latin America’s political and economic landscape.

Latam will likely be one of the defining investment opportunities of the next decade, in my view.

https://t.co/Is7jpMcuj7

[Sheel Mohnot @pitdesi]

Sanjay Mehrotra isn’t well known but he cofounded Sandisk (now worth ~250B), then left a decade ago, became CEO of Micron (now ~$1T).

The US denied Sanjay’s visa 3 times before he got in.

[Charlie Bilello @charliebilello]

South Korean stocks have more than quadrupled over the last 17 months, trouncing every other country. $EWY

[Apple Design @TheAppleDesign]

POV: You’re charging your new Ferrari Luce

[ReNature🦋 @Natursee]

Persian architecture

[Investment Wisdom @InvestingCanons]

Stanley Druckenmiller: “A lot of my style is you [first] build a thesis, hopefully that no one else has built. You sort of put some positions on…

Then when the thesis starts to evolve and people get on and you see the momentum start to change in your favor, then you really go for it. You pile into the trade.”

[Manosai @manosaie]

Beautiful essay on adult friendship

[lily clifford @lilyjclifford]

damn alright

[Abhishek AB @ABsay_ek]

Krunal Pandya was never supposed to be the headline. For years he was just the other Pandya, elder one who carried the kit bag while Hardik got the slow motion entries. But cricket has a way of rewarding the hungry & Krunal’s hunger was never metaphorical.

At 16, he & Hardik ate Maggi once a day. Their father Himanshu had shut his car finance shop in Surat & moved to Vadodara so the boys could train at Kiran More Academy. Brothers shared everything. Once Hardik’s only bat broke during a Ranji match & Krunal had to borrow from a teammate.

Then came the speed post. A government job offer for Krunal. 15-20k Rupees, stable money. His father said take it as family was tired. Krunal was 22 & had just been dropped for a game from Baroda Under-23. He tore the letter. Chose Syed Mushtaq Ali trials instead. That was not a supporting character move. That was a man who thinks he is the lead.

People call him a defensive bowler, as if that is an insult. Since 2016, only 4 spinners in IPL history have a better economy than his 7.56 (Min 50 wickets). 2 are all time greats in Narine & Rashid Khan, third is Axar Patel; a regular in Indian T20 team.
But here is the thing: none of those 4 have scored more runs than Krunal since his debut. Not Narine who opens many times. Not Axar who bats at 5 these days. Krunal has 1897 runs at 22.85 while keeping the runs down better than almost everyone.

He left Mumbai Indians in 2022. Since that exit, his IPL economy is 7.81. Only Narine has taken more wickets with a better economy in this period. Meanwhile Mumbai’s best spinner in these 4 years has been Piyush Chawla at 8.4.
Look at what happened to Mumbai Indians after he left. Bottom of the table twice. Already eliminated this season. On the other side, Krunal’s teams have made the playoffs every single year since 2022. LSG first, then RCB. Trophy in 2025. Top of the table right now in 2026. This is not coincidence. This is what happens when you remove the glue & wonder why the furniture is shaking.

Hardik gets called clutch. Fair. But Krunal is the only player in IPL history with 2 Player of the Match awards in finals. 2017 with MI. 2025 with RCB. The elder brother, the one who supposedly just does the dirty work, has delivered on the biggest stage twice.
In 2025 final against Punjab, he took 2 for 17. Got Prabhsimran & Inglis. RCB fans who once abused him for taking AB de Villiers wicket were now calling him legend. That is the thing about sports. It does not care about your Instagram followers. It cares about who shows up.

11 seasons, 2 final POTMs, 1 trophy that RCB waited 17 years for. All from a boy who once ate Maggi for dinner & travelled 25 kilometers to prove he could be something. Bollywood got it wrong this time. Elder brother was the main character all along. He just needed a different city to prove it.

[Boring_Business @BoringBiz_]

9/ EPS growth is driving most of the total stock returns across major geographies

[Sci-Fi Archives @SciFiArchives]

Mobile Convenience Store by Ian Ho

[Joshua Kushner @JoshuaKushner]

make data centers aesthetically beautiful

[Marcus Walker @WalkerMarcus]

This is the single most genius diplomatic gesture I have ever seen.

[Navin @wideclops]

@thedankoe "Most of humanity operates on assignments—goals given by schools, employers, society—rather than self-generated purpose. This creates a civilization of low-agency individuals who perpetuate the very systems creating the metacrisis. "

[Reads with Ravi @readswithravi]

I’m in love with this sentence:

“Your laziness is disrespectful for the people who believe in you.”

[Shanghai Macro Strategist @ShanghaiMacro]

Maybe China isn’t the market’s focus right now.

But this chart is hard to ignore: the Hang Seng TECH Index / Nasdaq ratio has already fallen below the levels seen around the September 24 Politburo meeting.

[Vala Afshar @ValaAfshar]

To offend a strong man, tell him a lie. To offend a weak man, tell him the truth.

—Marcus Aurelius

[Einar Vollset 🇳🇴🇺🇸 @einarvollset]

I did not appreciate the brutalist glory of my city’s swimming hall as a young boy.

[Peter Mallouk @PeterMallouk]

Are you ready to have your mind blown?
Since 1989, money invested when the market is at all-time highs has actually outperformed money invested on any given day. 🤯🤯🤯