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Bro, I really miss that you came to India and to Agra, and we couldn't meet.
TBH, this is just a temporary effect of massive tax cuts and the shopping season. The rupee is falling like neer before and noone is bothered about it at all.
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I know!!! I should be going 1 to 2 times per year in the future.
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That's great! Let me be your host for the next time.
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I'll definitely let you know next time.
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Thanks brother.
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8% growth is bananas
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Everyone’s watching stocks.
Nobody’s watching bonds.
Big mistake.
Smart money’s whisper right now:
India’s 10-year bond yield just crept past 6.5%.
Not spiking. Not screaming.
Just… strolling up. Quiet. Deadly.
Why it matters:
When bonds pay 6.5% risk-free, capital moves.
It’s not a headline.
It’s a slow drain.
Equities don’t crash overnight they starve...
GDP was Loud a few days ago… but the market whispered the truth today.
When data and price disagree, price never lies.
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