Avoid timing the equity market.
In the last financial crash, seven of the ten best days took place in a bear market.
In 2020, the second-worst day was immediately followed by the second-best day for investors.
#investing#stockmarket#markets#bearmarket
India's mutual fund industry is booming.
AUM is forecast to grow from ₹45 trillion in 2025 to ₹330 trillion in 2035.
Mutual funds accounted for 0.9% of household savings in 2012, rising to 6% in 2023.
SIPs have risen from ₹1 trillion in 2021 to ₹2.89 trillion in 2025.
According to JP Morgan $JPM 👇
After taking 12 years to double from $1,000 to $2,000 (2008–2020), gold doubled again in just 5 years, crossing $4,000 this month.
The move from $3,000 to $4,000 took ~200 days, and from $3,300 to $4,300 only ~60.
#gold#stocks#investing
The S&P 500 $SPY is at an all-time high.
Here's why it may continue to move higher 👇
The money markets have attracted $7 trillion
As rates come down, that $7 trillion will go to:
• Gold
• Bitcoin $BTC
• Real Estate
• Stocks
#stocks#gold#investing#money#bitcoin
The earnings season has begun and:
💰 87% of companies that have reported have outpaced consensus estimates, while 82% have topped revenue estimates.
📊 Five Big Tech companies will report next week, which include
$GOOGL $MSFT $META $AMZN $AAPL
#stocks#investing#earnings
November is the best month for stocks since 1950, the second-best month of the past 20 years, the best month of the past decade, and the third-best in a post-election year.
$NVDA $AAPL $MSFT $AMZN $TSLA $NFLX $GOOGL $META $AVGO
#stocks#investing
The AI value chain in a single image 👇
$TSM
$AVGO
$MRVL
$AMD
$ANET
$INTC
$NVDA
$DELL
$CSCO
$SMCI
$ORCL
$AMZN
$MSFT
$CEG
$BEP
$PLTR
$MDB
#stocks#investing#AI#money
Axis Bank stock is up 2.2% today as it reported strong fiscal Q2 results.
Key highlights for @AxisBank in Q2 ⬇️
Deposits +11% YoY
15M+ credit cards
35%+ UPI share
14.43% capital ratio
EPS is forecast to touch ₹137 in fiscal 2029.
#axisbank#investing#stocks#Q2Results
"Investors are seeking to protect themselves from threats posed by runaway budget deficits through a phenomenon known as the "debasement trade", pulling away from sovereign debt and currencies.”
Source: @business
Varun Beverages stock is down 30% from record highs.
Revenue is forecast to grow from ₹200 billion in 2024 to ₹293 billion in 2027.
Net income is forecast to expand from ₹26 billion to ₹42 billion.
If VBL stock is priced at 40x earnings, it would trade at ₹450 in 2026
Walmart $WMT just partnered with @OpenAI .
You can now buy @Walmart products directly through ChatGPT.
No app. No website. Just conversation.
Shares jumped 5% to a 52-week high.
Read about this in today's newsletter. Link is in the comments 👇
#walmart#openai#ChatGPT
Will the AI bubble pop?
Top 10 mega-caps in 2025: 76.8% of US GDP
2000 tech bubble peak: 28.4% of GDP
We're at 270% of dot-com bubble levels.
And investors think this time is different.
History doesn't repeat, but it often rhymes.
$AAPL $NVDA $MSFT $AMZN $GOOGL $META $AVGO
Gold is outpacing stocks in 2025.
Trump's tariff war is pushing investors towards the precious metal.
$GLD $SPY $QQQ $NVDA $TSLA $MSFT $AAPL $META $GOOG $AMZN
The Mag Seven is off to a historically rough start in 2025:
$META: -2.38%
$MSFT: -11.26%
$AAPL: -12.74%
$AMZN: -13.40%
$GOOG: -18.55%
$NVDA: -19.82%
$TSLA: -33.41%
#stocks#investing#money
Google $GOOGL just dropped its biggest bag ever. A $32B move to dominate cloud security.
Nearly as much as its 10 largest deals—combined.
#google#stocks#investing#money#acquisition