RamaKrishna Vadlamudi, CFA

Vested interest. Biased. Sceptic but opinionated. RTs and Likes aren't endorsements. ...

[RamaKrishna Vadlamudi, CFA @vrk100]

CFA Institute 10 Year Milestone

10 Year Certificate of Achievement

Professional Learning Program 2025

Investment Professional

https://t.co/Uda8hncfZZ

#cfainstitute #cfaprogram #FinancialServices

RamaKrishna Vadlamudi, CFA

[RamaKrishna Vadlamudi, CFA @vrk100]

@ACTFibernet
@ACTFibernetHYD

Act Fibernet account 1xxxxxx9 of xxx

Broadband is not working for the past 7 hours.

No response to complaint from Act Fibernet.

Bill paid three days ago via Order ID: xxxxx16.

Poor service... 👎👎👎

[RamaKrishna Vadlamudi, CFA @vrk100]

Overall message >

India Forex Data Bank 🧵 > https://t.co/LoohJivfGV

[RamaKrishna Vadlamudi, CFA @vrk100]

Evidence-based investing requires us to test market narratives against actual data.

One narrative making the rounds today is that a weakening rupee is driving foreign investors (FPIs) out of Indian equities.

But does the evidence support that claim?

[RamaKrishna Vadlamudi, CFA @vrk100]

The data, however, do not support the claim that rupee depreciation is a standalone driver of FPI outflows.

Check update with chart 197 > Rupee Depreciation and India FPI Equity Flows: Correlation, Narrative, and Reality >

India Forex Data Bank 🧵 > https://t.co/LoohJivfGV

[RamaKrishna Vadlamudi, CFA @vrk100]

@Sadharan_ NRI remittances to India (no future liability for the country) are part of current a/c; whereas FDI is part of capital a/c (creates a FUTURE LIABILITY).

Business Line @businessline front page misses this.

For more, you can check my blog.

[RamaKrishna Vadlamudi, CFA @vrk100]

It's a scandal a respected business media outlet
@businessline can't understand what a country's current account is! 👎

@srirags

[RamaKrishna Vadlamudi, CFA @vrk100]

Update >

Charts 138 to 140 >

India GDP New Series (base year 2022-23) >

Yearly / quarterly growth rates: Real and Nominal GDP

Real and Nominal GDP comparison (New Series versus Old Series)

Data from 2022-23 to 2025-26 >

Indian economy data bank 🧵 > https://t.co/LAysbA6Uxw

[RamaKrishna Vadlamudi, CFA @vrk100]

Twitter / X search function isn't working. Facing this problem since yesterday. Don't know why.

[A Sceptical Man @WhyDan4]

Update >

Chart 136 > India - Currency in Circulation (CIC): Analysis of currency in circulation data over the years >

Currency to GDP ratio >

Check blog for further analysis >

Indian economy data bank 🧵> https://t.co/QU4rgIbubt

[A Sceptical Man @WhyDan4]

Energy transition >

Excellent point from Mr Javier Blas >

"Shapping demand first, rather than supply, is important for the energy transition."

[A Sceptical Man @WhyDan4]

@OpenAI How to Actually Use Claude: 18 upgrades that unlock 100% of its real power. https://t.co/fz7Pug4g2C

#AI

create separate Projects

[A Sceptical Man @WhyDan4]

Cost of short term money in India has risen suddenly, between end-Mar2026 to now:

91 day Treasury bill yield 5.33% to 5.49%
182 day Treasury bill yield 5.54% to 5.73%
364 day Treasury bill yield 5.64% to 5.93%

RBI T bills auction https://t.co/2x2hvTqSQb

https://t.co/FNcYtpQABz

[A Sceptical Man @WhyDan4]

According to my favourite AI tool, cockroaches survived K-Pg (Cretaceous-Paleogene) mass extinction event 66 million years ago.

By being small, highly adaptable scavengers and being omnivorous, they survived the event.

#Cockroach

[A Sceptical Man @WhyDan4]

Are you serious about reforms?

If then, first cut down the jumbo ministry size to just 20.

Results will automatically follow.

[A Sceptical Man @WhyDan4]

AI meme

[A Sceptical Man @WhyDan4]

@F1 Dwarkesh Patel Goes Inside Jane Street's Latest AI Data Center in Texas https://t.co/u6zUdjDfBl - video -

4,032 GPUs, liquid cooled

#AI

research lab
trading desk
https://t.co/LzPKEcgQbb

Machine Learning and Data Centers at Jane Street https://t.co/z8SQoJ0JOt

[A Sceptical Man @WhyDan4]

@IndianTechGuide Boiling frog effect > Third fuel prices hike >

petrol and diesel price rise by Thiru PM Modi govt >

28May2026 > ?
23May2026 Re 0.90 / litre hike
19May2026 Re 0.90 / litre hike
15May2026 Rs 3 / litre hike

https://t.co/h2pWnQKWnS

[A Sceptical Man @WhyDan4]

@financewsharan Interesting choice of hosts by Mr Sharan Hegde >

Good interview: Mr Hegde talks to Gautam Baid @Gautam__Baid >

Buffett
Bandhan Bank
"The Joys of Compounding" book

video https://t.co/9iijIk4TcB

[A Sceptical Man @WhyDan4]

Supreme Court's landmark judgment (1986) >
In Bijoe Emmanuel case, Justice Chinnappa Reddy noted:

"..there's no legal norm to oblige anyone to sing national anthem"

Tolerance for varied cultures is India's hallmark. We're of proud of this diversity. https://t.co/9EQDebtefR

[A Sceptical Man @WhyDan4]

"Our tradition teaches tolerance; our philosophy preaches tolerance; our constitution practices tolerance; let us not dilute it," remarked Justice O. Chinnappa Reddy in his judgement.

Bijoe Emmanuel & others vs State Of Kerala & other Judgement copy > https://t.co/5IchDpnl6N