🚨 WARNING: MONDAY WILL BE THE WORST DAY OF 2026!!
→ Fed just confirmed rate HIKES.
→ SpaceX IPO sucked ALL liquidity from the market.
→ U.S.-Iran peace deal is officially CANCELLED.
→ China and Japan are DUMPING US Treasuries.
If you hold any assets today, you MUST read this:
When markets open next week, this won't be “just another dip.”
Stocks will dump.
Bonds will dump.
Gold and Silver will dump.
Bitcoin will dump even harder.
Insiders already know what's coming.
They are not buying assets right now.
They are reducing exposure and preparing for the biggest risk-off event of the year.
At the same time, pressure is intensifying throughout the global financial system.
China is continuing to reduce Treasury exposure.
Japan's bond market is collapsing and the BOJ is forced into emergency support operations.
When the world's largest creditors step away from sovereign debt markets simultaneously, liquidity evaporates.
→ Japanese bond yields are exploding higher
→ Demand for U.S. Treasuries is deteriorating
→ Global bond markets are under extreme stress
→ Energy markets remain highly unstable
→ Liquidity conditions are tightening everywhere
→ Volatility is spreading across every major asset class
→ And the SpaceX IPO has just absorbed a massive amount of liquidity
This is no longer a localized issue.
This is systemic stress building across MULTIPLE sectors simultaneously.
And now geopolitical risk has entered the picture.
Energy markets become impossible to control.
Oil does not rise slowly.
It goes parabolic.
Critical shipping routes become exposed.
Global supply chains become disrupted.
Inflation accelerates worldwide.
Which means interest rates stay higher for longer.
And risk assets?
They do not correct.
They DUMP.
This is exactly how financial chain reactions begin.
Because once markets start pricing long-term instability instead of short-term uncertainty, everything changes.
I have spent decades studying macro cycles, liquidity flows, and systemic market reactions like this.
When the next move becomes clear, I will share it publicly.
Follow and turn notifications on.
Because by the time the mainstream media starts reporting it, the opportunity is already gone.
Environment Terrorism (Thread)
Do you know during 2009-14, how we destroyed our manufacturing and infrastructure growth on name of environment
When China was building industries, we were stopping them
The dark phase of history when we left behind from China
1/17
Elon just created 4,400 millionaires in a single day.
400 of them are now worth over $100 million.
These aren't VCs. They're SpaceX employees, and the list includes welders, technicians, and cafeteria staff, because for two decades the company paid every level of the workforce in stock instead of higher salaries.
Juan Hernandez immigrated from Mexico and took a $28 an hour contractor welding job in 2015. He says he didn't even know what SpaceX was. The company gave him a $10,000 equity grant and let him buy more shares through payroll deductions. That stake is now worth $880,000.
Trevor Hise's parents wanted him to take a stable job at General Electric. He picked SpaceX instead, stayed 12 years, and accumulated over 100,000 shares. At the $135 listing price that's $13.5 million. He's 37 and semiretired. His words: "The magnitude of this has been ridiculous."
The most telling detail came before the listing. Over 100 employees quietly banded together and negotiated a group wealth management deal covering up to $5 billion, because none of them had ever needed a wealth manager before.
Software IPOs have minted millionaires for 30 years. This is the first one where the money went to the factory floor.
A 25-year-old housewife in Chennai earns ₹250/hour ($3) just by doing her normal housework.
She wears a phone on her head and records herself making coffee, cutting fruit, folding laundry.
These first-person videos get sent to AI companies training humanoid robots to handle real-world tasks. She shoots 90+ clips a day.
Her quote: "Who else will pay you ₹250/hour ($3) an hour just for doing housework?"
She's part of a growing gig economy in India where thousands are doing the same thing, filming everyday life to train the robots of tomorrow.
This is big: all access to Mythos and Fable AI models disabled for everyone outside America.
First thoughts:
1. Technology is the ultimate weapon. National sovereignty, national security, all of it is now about technology.
2. Globalization is dead and Bharat must find her own way ahead.
We must keep these two ideas in mind.
What can our government do right now? Ensure that orgs in India embrace smaller models, both Indian and Chinese open source ones. With a bit of effort, we can make them work. Anyway, why pay money to people who don't even want to sell to you?
We must deepen our R&D. Sarvam has been on it and we have been on it but remember that the latest models cost not only huge GPU budgets to train, the GPUs themselves are restricted. So we can't afford the scale of money (of the order of $100+ billion to even get in the game!) and even if we could come up with the money, we can't get all the GPUs. I would not like to ask the government to fund tens of billions of dollars on this anyway - the money has far better uses.
Zoho has been pursuing alternative R&D approaches that are far, far less expensive but by its nature cutting edge R&D takes time and we are patient. I am confident we will get there.
Any remaining people in India who have delusions about globalization should wake up now.
A dozen zeros after 1 is called a Trillion and if you want to convert into ₹, just add another 2 zeros for approximation.
A human touched $Trillion Networth in the history. Ofcourse it happened with SpaceX in the lead and xAI in the backdrop.
The astonishing fact is that the 2nd most wealthiest man Larry Page(Google) stood far behind with 30% of @elonmusk 's wealth.
Needless to say his wealth is far ahead of annual GDP of many nations in the world.
They say business is solving problems but this man raised the bar to solve the biggest environmental problem of mankind in tha long run. He said in his opening speech he can launch data centres on the MOON using Electromagnetic Accelerator(Rail gun). If this happens SpaceX will be creating millions of Millionaires who have invested in this IPO.
Love him, criticize him, or debate him; ignoring him is no longer an option. History will have a dedicated chapter for Elon Musk.
Deeply touched by the good wishes conveyed by people from all walks of life today and over the last few days. While I may not have been able to respond to each message individually, I cherish every greeting conveyed.
I consider it a privilege to have the opportunity to serve Bharat and contribute to our nation’s development journey. Over the years, the people of India have repeatedly voted for stability, good governance and development. Their trust has been my greatest source of strength. I remain fully committed to working with even greater dedication to realise the vision of a Viksit Bharat and fulfil the aspirations of 140 crore Indians.
Zepto : Family Offices, Domestic Funds, HNIs that earlier invested Zepto shares
A Cap Table which counts almost all the major family offices in India
- Ramdeo Aggarwal
- Motilal Oswal Family Office
- Singularity (Madhu Kela)
- Alchemy Fund
- Sachin Tendulkar
- Abhishek Bachchan
- Cipla Family Office
- Jatia Family Office (Westlife Foodworld Ltd)
- Ravi Modi Family (Manyavar Family Office)
-Polycab Family Office
-Narotam Sekhsaria Family Office (Ambuja)
- Claypond (Manipal Group)
- Mankind Family Office
- Haldiram Family Office
- Apar Industries Family Office
- GE Shipping Family Office
- Delta Corp Family Office
- Family Care Family Office
- Kalpataru Family Office
- Mastek Family Office
- Charandeep Singh (Girik Capital)
- Jaydev Mody (Delta Corp)
- Ran Ventures ( Zaggle Family Office)
- Dharampal Satypal Family Office (Rajnigandha)
- AYM Syntax Family Office
- VIP Industries Family Office
- Ajanta Family Office
- Dixon Family Office
- PN Gadgil Family Office
- JK Group Family Office
- EX CXOs of Dmart, Britannia, Dabur
Took more than 2 hrs to find beneficial owners of their investment arms to identify their family offices
Nassim Taleb sat down with Daniel Kahneman - two of the sharpest minds on risk ever - and the takeaway was blunt: stop trying to be smart
Kahneman's prospect theory explains why almost nobody can do what Taleb does
We're wired to hate the steady trickle of small losses his strategy needs - even when one huge win more than pays for all of them
So you structure it the other way: tiny safe bets plus a few wild ones, never the comfortable middle.
"You'd rather be antifragile than intelligent - any time."
"Trial and error is really just trial with small error."
"Make your gains in small bites. Take your losses all at once."
~1 hr, free. two legends on risk, prediction, and how to win without forecasting ↓
🚨 THE US REGULATORY SYSTEM JUST BROKE
In 48 hours, SpaceX goes public at $1.77 TRILLION - the biggest IPO ever
I've been trading for over a decade, and I have never seen them rewrite the rulebook like this
Nasdaq, MSCI, and the biggest brokers in America all bent their own rules for ONE private company
That doesn't happen by accident
Let me show you exactly what they did:
First, Fidelity dropped its minimum account size from $500,000 to $2,000
A 99.6% cut
Think about that:
The most exclusive door on Wall Street, thrown wide open to millions of small investors - days before the biggest debut in history.
Ask yourself one question
Why do they suddenly want YOU in?
Because somebody needs people to sell to.
SpaceX reserved 30% of the deal for retail
THREE TIMES the normal share
And even then, most people didn't get a full allocation.
So to grab more at Thursday's open, they're dumping everything else TODAY to raise cash.
That's half of the selling you're seeing.
The other half? The smart money front-running July.
Here's the trick:
SpaceX doesn't join the Nasdaq 100 on day one.
It joins 15 days later, because Nasdaq cut its own waiting period from 3 months to 15 days
Just for this.
The moment it joins, every QQQ fund on Earth is FORCED to buy.
$22–27 billion in automatic buying.
Translation: imagine 50 buses all forced to pull into the same gas station on the same morning.
The funds know the stampede is coming.
So they're selling now to free up cash for it. Retail selling. Institutions selling. At the exact same time.
THAT is your selloff.
Now here's the part nobody will say out loud:
When the most connected money on the planet builds a $1.7T exit door and hands the keys to the smallest investors in the market…
That's NOT generosity
That's distribution at the top.
We've seen this movie twice:
➮ 2000 Dotcom
➮ 2021 SPAC mania
Insiders cash out at insane valuations while the crowd chases the hype.
The math ain't mathing.
So you've got two choices in the next 48 hours:
Chase the most expensive IPO in history at the open…
Or read the prospectus and realize you might BE the exit.
The next few days will be INSANE, but don't worry - I'll break down every move as it happens, like I always do.
Like it or not, I called every major top and bottom of the last decade publicly. I'll call this one too.
Many people are going to wish they followed me before June 12, 2026.
Soon, you'll understand why.
A man spends 50 years teaching at MIT.
He knows his time is running out.
So he records one last lecture — everything he knows, distilled into a single hour.
He died 5 months later.
This is that lecture.
The most important hour you'll watch this week. 👇
Bookmark it for later
Entire off-shore team in India (200+) was laid off by OpenDoor and is being replaced by smaller ai-native teams in the US.
This is a watershed moment in AI Ops. It shows how advancements in frontier models are paying off and how it affects the cost-arbitrage that made India a popular offshoring destination.
The entire outsourcing playbook has moved. Might see do away with ops-heavy workforces to nimble ai-native teams on-shore.
Its a massive victory for R&AW chief Parag Jain who spearheaded the ban starlink proposal! India was offered Starlink and sadly some top politicians started getting way too excited about it. R&AW chief Parag Jain who is a technocrat himself had to step in and present a report to the Prime Minister’s Office @PMOIndia highlighting the repercussions and strategic paralysis Starlink could bring along with it. The report underlined how Ukraine’s drone strikes deep inside Russia have changed the way modern warfare works. Smart low-flying drones linked through Starlink can quietly glide past radar and hit deep inside enemy lines. These drones use simple glide technology and AI to fly low, stay hidden, and make last-second target corrections using real-time Starlink feeds. With thousands of satellites in low orbit, Starlink provides fast, jam-resistant connections that even advanced Russian systems struggle to block. The result is drones that act like guided missiles, silent, precise, and hard to intercept. But the same technology that gives Ukraine an edge can also be turned around. Russia has already tested Starlink-style systems on its own Shahed drones. That shows how relying on a foreign satellite network is risky because a single software lock or policy change can cut off entire defense operations overnight. For India, this is not paranoia, it is preparedness. If Starlink becomes the main satellite network here, it could also become a potential backdoor for hybrid warfare. India’s move to build its own secure satellite internet, like through Jio’s upcoming space projects, is the right step. Controlling the signal means controlling the battlefield. Banning Starlink in India is not fearmongering, it is common sense in an age where wars are fought through data, drones, and digital skies.
Hey Mate @FI_InvestIndia
I don't know which city you belong but my advise is as follows.
(I made most of my wealth in "buy and hold" of residential plots)
If you are from City like, Ranchi, Jhamshedpur, Lucknow, Panchkula, Faridabad, Vizag, Coimbatore, Bhubaneswar or any of this category then you can buy a Villa or even buy a Plot and build house(Strictly do not buy an apartment).
Now the Financial calculation
Let's say a Plot(300Sy) costs 3Crores and construction a Crore. Total 4 Crores.
Your money 80 Lakhs rest is the loan of 3.2Crores. EMI ₹2,57,673/- for 25 years at 8.5%PA.
Now the yield for 4 Crores in 25 years at the rate of 8.5% annual compounding = ₹30,74,70,494/-
Loan Principal+Interest=
7, 73,01,800/-
Profit = ₹23,01,68,594/-
Remember this profit is on your own money which is 80 Lakh rupees only. So practically you made 29X which is every year >100%. In other words 14 to 15%CAGR without volatility and a great perception of Bhai Saab Bunglow mein Rehta hai 🥰
If you think you can't take that much of a loan even then the calculation and ROI is same for smaller amout too.
India just made a silent move that could bring ₹2+ lakh crore back into the country.
Most people haven't noticed it yet.
But if you have money in FDs, mutual funds, or stocks — this affects you directly.
Here's what happened and what it means for your money 🧵
In the late 1880s, the engineering boardrooms of Calcutta were exclusively white, fiercely guarded fortresses. The British administration confidently declared that no native mind possessed the structural genius/mathematical discipline required to anchor heavy masonry into the shifting, treacherous silt of the Ganga delta, until a penniless, orphaned village boy stepped forward to reverse-engineer their water systems, acquire their oldest engineering firms & build the monumental marble core of the city.
In colonial India, civil engineering was treated as a tool of sovereign dominance. The British built the bridges, the waterworks & the grand municipal palaces to project permanent imperial stability. While wealthy Indian landlords bought land, the technical design of heavy steel foundations & massive hydraulic systems was strictly reserved for British engineers imported from London. Native students were expected to merely serve as surveyors/low-level overseers.
The man who shattered this glass ceiling was Rajendra Nath Mookerjee. Born in 1854 in a small village in Bengal, Rajendra Nath lost his father at the age of 6. Raised entirely by his mother in deep poverty, he managed to secure entry into Presidency College to study engineering. However, severe illness & a total lack of funds forced him to drop out before completing his formal degree. Armed with nothing but grit & a brilliant instinctive comprehension of physics, he entered the cut-throat world of public works as a small-time independent contractor.
Mookerjee’s life changed forever when he met Bradford Leslie, the Chief Engineer of the Calcutta Corporation. Leslie noticed that this young Indian could solve complex hydraulic formulas on site that were baffling foreign specialists. In 1892, breaking every racial code of the era, Mookerjee partnered with an Englishman, Thomas Acquin Martin, to establish Martin & Co.. It was a partnership of absolute equals.
When his British partner passed away, Mookerjee executed the ultimate corporate move: he aggressively acquired old, established British firms like Burn & Company & Jessop, merging them into the industrial giant Martin Burn. He placed no personal mention of his own name on the masthead. Mookerjee went on to build the structural spine of eastern India. When the iconic British architect William Emerson was struggling to lay the foundation for the massive Victoria Memorial on the swampy, shifting mud of the Maidan, he handed the entire construction contract to Mookerjee.
But he did not stop at monuments. He co-founded the Indian Iron & Steel Company (IISCO) at Burnpur, building heavy blast furnaces to compete with European iron cartels. He pioneered the Martin’s Light Railways, a private network of lightweight, highly affordable narrow-gauge trains that bypassed the rigid colonial railway systems to connect remote, impoverished rural districts across Bihar & Bengal. He engineered the Palta waterworks, designed the structural concept for the cantilever Howrah Bridge & built the Hooghly Dockyards.
He could walk into the Viceroy’s palace dressed in pristine European attire, demanding equal respect, while secretly funding national institutions like the Indian Statistical Institute. Yet today, as millions walk over the Howrah Bridge/take pictures outside the Victoria Memorial, the name of the orphaned village boy who structurally anchored those dreams into the earth is completely unknown.
The modern world continues to marvel at iconic landmarks, celebrating the names of Western architects & imperial designers etched into historic plaques, yet every single time the fierce monsoon currents of the Ganga slam against the foundations of Calcutta & the city refuses to sink, the silent, unyielding skeleton of Rajendra Nath Mookerjee holds the ground, proving that while an empire can sign the blueprint, it takes the absolute, raw genius of a native son to bury the pillars that can never be broken.