Vasanth JB

Macro Economist | Industrialist and multi sector entrepreneur | Macro Investor | Ex-Investment Banker |Energy and Commodities Expert | Racer

[Bloomberg @business]

Oracle reported quarterly capital expenditures that were higher than estimates, raising investor concerns about the profitability of the company’s AI infrastructure business. https://t.co/FmXhHCRstF

[Bloomberg @business]

Mukesh Ambani’s digital empire is headed for an initial public offering just as investors flee India, writes @andymukherjee70. Strong global demand and an influx of diaspora cash might help push it through (via @opinion) https://t.co/oyMcmNY1YU

[Barchart @Barchart]

U.S. National Debt projected to soar to $64 Trillion over the next decade 🚨🚨 Probably Fine?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran announces a full shutdown of the Strait of Hormuz following US strikes on Southern Iran.

[Barchart @Barchart]

JUST IN 🚨: Extreme Fear imminent for the Stock Market 👻😱🫂

[Reuters @Reuters]

Indian gold falls below pre-duty-hike levels as overseas prices drop https://t.co/CpTfbaV5IT https://t.co/CpTfbaV5IT

[Bloomberg @business]

India is weighing further steps to attract foreign investment into the country, just days after rolling out a sweeping package aimed at boosting inflows and shoring up its external finances https://t.co/iAfbq27137

[Kalshi @Kalshi]

JUST IN: Nvidia is now worth more than India

[Bloomberg @business]

The Indian rupee’s slide may be nearing a floor after authorities unveiled measures to boost foreign inflows, according to Goldman https://t.co/YS6BjN3UaM

[Bloomberg @business]

Apollo and Blackstone have finalized a $35 billion financing package for Anthropic to expand its AI infrastructure, marking the latest mega-deal in the artificial intelligence race https://t.co/HqNWL41ily

[unusual_whales @unusual_whales]

"Stocks are partying like it’s 1999, but Americans haven’t felt this bad in 70 years," per WSJ

[Barchart @Barchart]

Silver falls to its lowest price since March 📉📉

[Bloomberg @business]

India’s money-market turnover jumped to a record as state-owned lenders stepped up borrowing to fund booming credit demand https://t.co/JbFtaao0iM

[Bloomberg @business]

Raw sugar futures in New York advanced for the first time three days on expectations that Brazilian mills may allocate more cane to ethanol production https://t.co/jbmQuyEkh4

[NDTV @ndtv]

#ForeignInvestment

[Financial Times @FT]

Trump’s empire of debt https://t.co/UNhmTjmPOz

[Bloomberg @business]

India is taking steps to bolster its currency without the need to hike interest rates, giving the central bank room to focus on supporting an economy hit by soaring oil prices https://t.co/Fqumdll1Q5

[Polymarket @Polymarket]

JUST IN: SpaceX officially discloses plans to raise $75,000,000,000 in its IPO, which would be the largest in history by far.

[Reuters Asia @ReutersAsia]

India markets regulator finds $158 billion of misrepresented numbers at Rajesh Exports https://t.co/4l14cPxK6N

[Financial Times @FT]

Gold has overtaken US government bonds as the world’s top reserve asset. The shift reflects an attempt by many countries to seek alternatives to the US dollar, the world’s de facto reserve currency https://t.co/h3NnirICcS