Satyajit

engineer by profession, equity investor by passion, tweets for educational purposes only

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Foreign holdings of US Treasuries jumped +$83 billion in August, to $9.33 trillion, their 6th-highest total on record.

The surge was driven by Canada, which raised its holdings by +$38 billion, to $465 billion, its 4th-highest on record.

This was followed by Belgium, which increased its holdings by +$20 billion, to a record $491 billion.

The UK, the 2nd-largest holder, raised its holdings by +$11 billion, to a record $1.01 trillion.

Meanwhile, Japan, the largest foreign holder, cut its holdings by -$36 billion, to $1.07 trillion, its lowest since November 2024.

China, the 3rd-largest holder, reduced its holdings by -$27 billion, to $591 billion, its lowest level since August 2008.

Foreign holdings of US Treasuries are rising despite continued selling in Japan and China.

[Nilesh Shah @NileshShah68]

Can modern science invent “ Parasmani “ ?

What will be the cost of conversion ?

Can manufactured gold be like a lab grown diamond ?

No easy answers but worth watching

[Satyajit @satyajitg2]

$1 trillion wiped out from the US market today, worst day since July, top 5 US banks now enter bear market territory.

[Satyajit @satyajitg2]

😂👌

[Wim den Oudsten @WimdenOudsten]

Dit is een Tesla batterij.
Om het te maken heb je nodig:
12 ton steen voor lithium
5 ton kobalt mineralen
3 ton mineraal voor nikkel
12 ton kopererts
Verplaats 250 ton grond om te verkrijgen:
12 kg lithium
30 pond stuivers
22 kg mangaan
15 pond kobalt
100 kg rammen
200 kg aluminium, staal en plastic.
De Caterpillar 994A gebruikt voor grondverzet verbruikt 1000 liter diesel in 12 uur.
Eindelijk krijg je een “zero uitstoot” auto.
Grootste oplichting in de geschiedenis.

[Satyajit @satyajitg2]

Still the indexes are making all time highs jow and then.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: 84% of S&P 500 stocks are now trading at least -10% below their all-time highs.

Real Estate leads the drawdown, with 97% of stocks down at least -10%, followed by Materials at 96%, Utilities at 94%, and Consumer Discretionary at 92%.

By comparison, Energy has held up relatively better, with 62% of stocks more than -10% below their all-time highs, followed by Healthcare at 70% and Information Technology at 72%.

Furthermore, 59% of S&P 500 stocks are down at least -20% from their highs, 41% are down more than -30%, and 17% are down more than -50%.

Meanwhile, the S&P 500 is just 0.2% from its all-time high set on Tuesday.

A few names are carrying the entire stock market.

[Satyajit @satyajitg2]

This is a grave problem for financial stability, a few “margin calls” and the domino effect takes over.

[The Kobeissi Letter @KobeissiLetter]

The US stock market has never been this fragmented:

The 52-week correlation between the equal-weighted S&P 500 and the S&P 500 index is down to 0.67, its lowest level on record.

This measures how closely the performance of the equal-weighted S&P 500 tracks the cap-weighted index, with a lower reading indicating a growing gap between the broader market and mega-cap stocks.

The correlation has declined -0.25 points since August 2025.

By comparison, before the 2020 pandemic, this figure remained between 0.95 and 0.99 for nearly 15 years.

To put this into perspective, during the 2000 Dot-Com Bubble, this metric never declined below 0.85.

The S&P 500 is more concentrated than ever.

[Satyajit @satyajitg2]

US financial systems have been in 3 quadrant. 1st to start [Low Debt, Low Interest ], 2nd around 2008 [Low Debt, High Interest ] and post that 2021-24 in 3rd quadrant [High Debt , Low Interest] now for the 1st in fourth quadrant [High Debt, High Interest ].

[Satyajit @satyajitg2]

Living overseas was a disadvantage but it grew more this year with this event, hopefully it will happen more often and I would get a ticket to witness it myself sometime in coming years. 😍

[গর্ত চ্যাটার্জি @Gorto_C]

This is how Kolkata Welcomes Maa Durga

[Satyajit @satyajitg2]

Maturity and knowing everything doesn’t guarantee balanced portfolio, even the best fail sometimes.
It’s a mistake but only looking backwards from future.

[Rand Group @randgroup]

Harvard Stock Portfolio:

[Erik Solheim @ErikSolheim]

Incredible India 🇮🇳!

This is so cute! A monkey trying to feed a banana to the Nandi while life goes on around them. 🐒♥️

[Satyajit @satyajitg2]

Could have named “Khichdi Ltd”? 😂

[NDTV Profit News @NDTVProfit]

#JustIn
Cyprus-based investor Rasmalai Ltd to invest Rs 3150 crore in Yatharth Hospital.

[Anurag Singh @anuragsingh_as]

Real reason why #FIIs are taxed in India.

Investors - Why does India tax the foreign investors? FIIs are leaving.

Govt - Hume sab pata hai. Investing from outside India doesn’t make them foreign investors. They’re all Indians. 😀

[News Matrix @NewsMatrixIND]

🚨 VIRAL: This video of PM Narendra Modi is breaking the internet on his birthday!
#HappyBirthdayModiJi #HappyBdayPMModi

[Rajesh Sharma @rajesh1005]

Israel’s Intelligence Agency - MOSSAD; hacked Congress Party’s Sam Pitroda’s Computer to reveal the Anti - India Activity being planned in Foreign Nations by Congress, Leftists & Opposition Parties...; What a Shame… “MUST WATCH”

[Harsh Goenka @hvgoenka]

China is putting scientists on giant screens in public places.
In India, our hoardings are dominated by politicians and film stars.
What we celebrate shapes what our children aspire to become. Why not put our scientists, teachers, doctors, innovators and nation-builders up there?

[Morgan Stanley @MorganStanley]

Bonds may no longer provide the shelter investors have expected. Our CIO and Chief U.S. Equity Strategist Mike Wilson talks about the changing relationship between inflation, yields and risk. Tune into the latest Thoughts on the Market: https://t.co/xZISnElHnV

[Harpreet Sandhu @TheHarpreetTake]

Converted mix breed from India.

"Our religion doesn't allow to sing Vande Mataram"

Meanwhile Arabs: 👇

What kind of islam they are following.

[Vikas Pokhariyal @vikasindiafirst]

Indian liberals always cry for Palestine but never speak a single word for the genocide of Bangladeshi Hindus by Islamists.

[Suvendu Adhikari @SuvenduWB]

Today, I was immensely proud to lay the foundation stone for the Rs. 4,000 crore integrated greenfield Steel Plant by Amit Metaliks in Raghunathpur, Purulia district.
Our primary mission is clear: driving rapid industrial growth to ensure our youth no longer have to leave our State in search of livelihoods.
This 148-acre plant will generate around 10,000 direct and indirect jobs and is slated to be fully operational within just one year.
Since the @BJP4Bengal Government came to power, West Bengal’s economic landscape is transforming rapidly.
Also, in order to boost regional connectivity, a civil airport for Purulia under the UDAN scheme has been announced.
The sons and daughters of West Bengal, your future belongs here at home. Let’s build a self-reliant, prosperous and vibrant West Bengal together.

[Satyajit @satyajitg2]

@SuvenduWB In my opinion it’s time to re-release bengal files. I was born in hooghly and lived over 24 years in bengal but this was a shocking awakening for me.