Vipan Goel

3.4K posts

Vipan Goel

Vipan Goel

@VipanGoel

Paranoids survive but happy ones thrive. Go J! I need to learn to suffer fools with equanimity, learning to suffer myself first -:)🥸

Mumbai Beigetreten Ocak 2010
1.2K Folgt132 Follower
Vipan Goel
Vipan Goel@VipanGoel·
@airindia, your call centre, app, and website are all equally broken. It’s impossible to be a "Maharaja" when your basic tech doesn't work. Stop the slogans and fix the user experience. This is beyond frustrating.
English
1
0
0
19
Vipan Goel
Vipan Goel@VipanGoel·
RBI Governor: the conflict — affects India, as the region accounts for about one-sixth of exports, one-fifth of imports, half of crude oil imports, two-fifths of fertiliser imports, and nearly two-fifths of inward remittances. mybs.in/2g5Rl0Y
English
0
0
0
7
Vipan Goel
Vipan Goel@VipanGoel·
“Iran controls the Strait of Hormuz and it is open for us.” China defies Trump and how? Great read:
Shanaka Anslem Perera ⚡@shanaka86

Twelve words just rewrote the post-1945 maritime order and no one has processed what happened. “Iran controls the Strait of Hormuz and it is open for us.” Chinese Defense Minister Admiral Dong Jun, speaking publicly to the Trump administration and the US Navy on April 13, the same day CENTCOM activated a blockade of all Iranian ports effective 10am Eastern. Not through diplomatic cables. Not through UN backchannels. A peer nuclear power publicly declaring it will ignore a US naval blockade because it has sovereign energy agreements with the country being blockaded. This has not happened since 1945. Not during Korea, Vietnam, Cuba, or the Tanker Wars. In every prior American naval interdiction, no peer power publicly declared its intention to transit the enforcement zone by sovereign right. China just did. The mechanism is energy existential. China imports approximately 1.85 million barrels per day of Iranian crude, roughly 80 to 90 percent of Iran’s total exports. On April 7, China and Russia vetoed a UN Security Council resolution to reopen the Strait, with China’s MFA explicitly calling the disruption a consequence of “US-Israeli illegal military operations against Iran.” Six days later, Dong Jun told the world the Strait is open for Chinese vessels regardless of what Washington orders. Now trace the logic. The blockade targets Iranian ports. Iran’s primary customer is China. Either the US Navy interdicts a Chinese vessel, or the blockade has no teeth against the only customer that matters. Capital Economics stated it precisely: “Would the U.S. Navy target Chinese vessels in the Strait? Either outcome would represent a significant escalation.” There is no third option. Trump responded the same day. “We can’t let a country blackmail or extort the world.” Then: “Many ships are heading to our country to load up with the best oil.” Then: “China’s Xi wants to see this ended.” Then the line that reveals everything beneath the rhetoric: “We’ve been called by the other side. They’d like to make a deal very badly.” The other side is not Iran. Iran’s parliament speaker returned from the collapsed 21-hour Islamabad talks and told Trump: “If you fight, we will fight.” Iran’s military declared “no port in the region will be safe.” The other side that called is Beijing. And the deal is not about nuclear enrichment. It is about Chinese energy security transiting a waterway America can no longer unilaterally control, denominated in a currency that is not the dollar. Brent surged 7.5% to $102.30. WTI hit $104.20. Crude is up 40 to 50 percent since the war began February 28. American gasoline averaged $4.13 per gallon on April 13, up $1.20 since hostilities started. March CPI printed 3.3%, up from 2.4% in February. The blockade designed to strangle Iran is importing inflation into the American economy at a rate that compounds through every supply chain touching energy. Before the war, 130 vessels transited daily. Saturday, Windward tracked 17. The UK and Australia both refused to join. The ceasefire expires April 22. Trump visits Beijing May 14. The post-war order was built on one assumption: no country could challenge American naval supremacy at a global chokepoint. Dong Jun just challenged it in twelve words. The question is no longer whether the Strait reopens. It is what currency the toll is paid in when it does. open.substack.com/pub/shanakaans…

English
0
0
1
61
Vipan Goel
Vipan Goel@VipanGoel·
US Announces "Counter-Blockade" in Strait of Hormuz** To "open" the Strait of Hormuz, the US is now imposing its own blockade to stop Iran’s blockade. The US is targeting every ship that pays Iran’s transit toll. This includes vessels from China, Russia, India, Iraq, and Pakistan. India is in a supply crisis, as they rely on the region for 65% of their helium. The current ceasefire expires on April 22.
English
0
0
0
17
Vipan Goel
Vipan Goel@VipanGoel·
@connectgurmeet ICICI, HDFC, AXIS are all at about 15 P/E. Which one would you pick? ICICI for me, for now. I will add as the price drops further but start now.
English
0
0
0
169
Gurmeet Chadha
Gurmeet Chadha@connectgurmeet·
Indian Market stats as on 31st March Nifty50 current P/E 19.5 Forward 18-18.5 Market cap to GDP 105% Peak Market cap to GDP 138% (dec 2005) Bank Nifty P/E is 13.5 Price to book 1.7 FII ownership approaching 2008 lows.
English
83
95
1K
68.8K
Vipan Goel
Vipan Goel@VipanGoel·
@kushkatakia What kind of inferior complex leads us into seeking validation from such inconsequential folk and that for a home grown success story in aviation. How is this guy more qualified than @IndiGo6E founder and leadership?
English
1
0
0
284
Kush Katakia
Kush Katakia@kushkatakia·
"Bringing in Willie Walsh as the CEO of a low-cost airline is like bringing in the chief Chef of the Taj or a Maurya Sheraton to run a vada-pav stall outside the BKC railway stn. It does not make sense at all. It's ridiculous and appalling." Mark Martin, CEO, Martin Consulting 😅
English
28
32
210
91.3K
Vipan Goel retweetet
Kurt Supe, CPA & Retirement Planner
A 71 year old man dies in March. Will. Trust. Beneficiaries on every account. He did everything right. BUT he kept his entire life on his IPHONE. Banking apps. Brokerage accounts. Crypto wallets. PayPal. Venmo. Credit cards. Passwords. Financial records going back many years. And every photo he ever took. His grandkids. His anniversaries. Years of family memories that exist nowhere else. His wife found a passcode scribbled on a piece of paper in his desk drawer. It didn't work. She tried everything. Nothing worked. What followed was months of frustration and thousands in legal fees recovering accounts and memories that were never hidden from her. A perfect estate plan on paper. Zero estate plan for his phone. Nobody ever told him his smartphone needed one too. Here's the free two minute fix that could have saved her all of that. 🧵
English
127
455
2.7K
624.4K
Vipan Goel retweetet
Joy Bhattacharjya
Joy Bhattacharjya@joybhattacharj·
He could speak 8 languages and they said he could recite all 37 of Shakespeare's plays from memory. An award winning playwright & stage artist and one of Satyajit Ray's favourite actors. Also one of India's finest comic actors in films like Golmaal, and Hirak Rajar Deshe. The irony is that the marvellous comic roles in Golmaal and other films, what most people outside remember him for, is what he regarded as the least important "I have developed a technique of shutting my mind off, switching it off, rather. I will not be able to tell you even the names of the films I have acted in or even the name of the character I have just finished shooting.” He was also a brilliant writer & regular theatre reviewer. “Mr.Dutt as Othello was rather a pitiable sight, with his voice gone, his breathing laboured and his bulk enormous.” This was Utpal Dutt reviewing his own stage performance using the pseudonym Iago. He also loved classical art and there is this wonderful story told by his daughter. "When we went to Italy, it meant we would have to spend at least one day on viewing each sculpture. We had hired the services of a guide. But, we found that Baba knew more about the place than the guide. The next day, the guide asked us if we would be ready to go on our own." A true renaissance man and a principled one, not scared to go to prison for his views. Utpal Dutt was truly one of our greats. 97th birth anniversary today.
Joy Bhattacharjya tweet media
English
284
1.4K
7.7K
269.2K
Vipan Goel retweetet
The Hill & Valley Forum
The Hill & Valley Forum@HillValleyForum·
"We're not in business so my employee is happy. I'm in business so my customer is happy." JPMorgan CEO Jamie Dimon just ended the remote work debate in 45 seconds. "People on Zoom — they're texting each other. That's not full attention." "They learn by going on a sales call with you. They learn by seeing you make a mistake. They learn by how you deal with the mistake.” “If you go to a meeting with me, you've got my full friggin attention the whole time." The Hill & Valley Forum 2026 @HillValleyForum @jpmorgan
English
99
94
1.2K
429K
Vipan Goel retweetet
Ricardo
Ricardo@Ric_RTP·
Asia’s richest man just bought himself $300 billion worth of political cover from the US president. The first new US oil refinery in 50 YEARS is being built in Texas - backed by India’s Reliance Industries. Everyone's celebrating it as "energy dominance." But when you dig into who's involved, the timing, and where the money's really going, this story makes NO sense... Let's start with the $300 billion number. It makes zero sense for a single refinery. Reliance's own Jamnagar facility in India, the world's largest refinery complex, cost roughly $6 billion to build. It processes 1.4 million barrels per day. The Brownsville project is permitted for 160,000 barrels per day. That's 1/9th the capacity. A realistic cost? $5-15 billion max. $300 billion is the GDP of Ireland. So where's the other $280+ billion going? Nobody knows. The company building it is called America First Refining. Until very recently, they were Element Fuels Holdings. A Dallas startup that's been trying to build this exact refinery since 2015. Nearly a decade of permits, environmental filings, and pre-construction on 240 acres at the Port of Brownsville. They rebranded to "America First Refining" right before this announcement. The timing is almost too perfect. Now let's talk about Reliance: Mukesh Ambani's Reliance Industries isn't just India's biggest energy company. It's India's biggest EVERYTHING company. Telecom, retail, media, petrochemicals, AI. Market cap over $230 billion. Ambani is Asia's richest person. The man isn't building refineries because he's passionate about Texas gasoline. He's building political capital. India is under massive US pressure to stop buying Russian oil. Reliance's Jamnagar refinery has been one of the biggest processors of sanctioned Russian crude. The US has been leaning on Ambani hard to cut those purchases. So what does Ambani do? Shows up with a massive investment branded "America First," timed exactly when the president needs an energy win. Oil just spiked past $100 a barrel because of the Iran war. Gas prices jumped 50 cents in a week. Trump's facing political heat over energy costs heading into midterms. And suddenly here's this $300 billion headline. Ambani gets goodwill. Trump gets a headline. The refinery might get built in 2027. Maybe. This isn't just a deal. Ambani invests in American energy PR. In exchange, the US eases pressure on Reliance's Russian oil imports, which generate billions in profit because sanctioned crude trades at massive discounts. A $300 billion headline buys a LOT of political cover. The refinery itself is actually smart regardless of the politics. Brownsville sits on the US-Mexico border. Deepwater port. Direct Permian Basin pipeline access. Free trade zone. Hydrogen-powered processing that would make it one of the cleanest refineries ever built. IF they build it, it transforms one of the most economically distressed regions in Texas. But one thing's certain, $300 billion is a political number, not an engineering number. And the timing, with oil doing what it's doing, Iran disrupting 20% of global supply, gas prices surging, and midterms approaching, tells you everything about why this was announced TODAY. This is a handshake between the richest man in Asia and the most powerful man in America. Both get exactly what they need. The question is whether American consumers get anything out of it. Or whether this becomes another announcement that sounds incredible on paper but disappears after a few months.
English
128
721
1.9K
549.4K
Divya Mittal
Divya Mittal@divyamittal_IAS·
Looking back, randomness often masquerades as fate. Don’t confuse a lucky break for brilliance, or a setback for incompetence. Zoom out and play for the long term. पीछे मुड़कर देखने पर कई संयोग भी नियति जैसे लगते हैं। इसलिए किसी अच्छे मौके को अपनी प्रतिभा का अंतिम प्रमाण, और किसी असफलता को अपनी अयोग्यता का फैसला मत मानिए। नज़र व्यापक रखिए, और लंबी दौड़ के लिए खेलिए।
22
94
702
20.9K
Vipan Goel
Vipan Goel@VipanGoel·
Then there are others, the moment they become rich n famous, they replace their spouse with a trophy partner.
Mr PitBull Stories@MrPitbull07

There is a version of this story that is easy to romanticize. A famous man stays loyal to his wife. People applaud. The end. But the real version is much harder, much quieter, and far more honest than that. Jay Leno, 75, spent more than two decades as one of the most recognized faces on American television, hosting The Tonight Show night after night for millions of viewers. His wife, Mavis, stood beside him throughout all of it — not as a background figure, but as a woman of genuine accomplishment in her own right. She was nominated for the Nobel Peace Prize in 2002 for her advocacy work supporting women living under Taliban rule in Afghanistan. She was fiercely independent, deeply curious, and someone who loved to travel and explore the world. Then, in 2024, Jay filed for conservatorship over her estate. The reason was that Mavis had been diagnosed with advanced dementia and was progressively losing capacity and orientation. Their life changed completely. The restaurants they once visited together are now off the menu. The travel Mavis always loved is no longer possible. The conversations they used to have in the evenings have narrowed and shifted in ways that are hard to fully explain to someone who has not lived it. Dementia does not just take memory. It slowly changes the shape of every moment two people share. Jay has spoken publicly about the hardest part of the journey, and it is not what most people would expect. For years, every single morning, Mavis would wake up believing she had just received news that her mother had died. She experienced that grief fresh, as if hearing it for the first time, every day. Her mother went through that process of dying over and over again, for about three years. Each time, Mavis cried. Each time, Jay held her through it. He described it as truly tricky, and genuinely hard. But he did not leave. He rearranged his life around her needs. He only takes work that allows him to be home the same day or at most one night away. He comes home every evening and cooks her dinner. They watch television together, animal shows and travel documentaries on YouTube since real travel is no longer an option. When he carries her to the bathroom, he has a name for it. He calls it Jay and Mavis at the prom, the two of them dancing back and forth down the hallway, and she thinks it is funny. She still laughs. He still makes her laugh on purpose, every single day. She still knows who he is. She looks at him and smiles. She tells him she loves him. When someone asked Jay if he was going to get a girlfriend now, he was genuinely surprised by the question. He told them he already had one. He was married. Forty-five years. That was not something he considered walking away from. What he said next is the part that has stayed with people. He said that when you get married, you take vows. You say for better or worse. And most people, he noted, never really expect to be called upon to actually act on those words. They say them and hope the worse never arrives. For Jay, it arrived. And he is passing the test. He has said he hopes his situation draws attention not just to his own story, but to the 50 or 60 million people in America who are quietly doing the same thing for a parent, a spouse, a sibling, and doing it completely without recognition. Nobody sees them. Nobody is interviewing them. They are just showing up every single day for someone who needs them, because that is what love actually looks like when it is no longer a feeling but a choice you make again every morning. Jay Leno still makes his wife laugh. She still has the fire, he says. She still growls at the television when something offends her. She still smiles when he walks into the room. For better or worse is not a promise you make on a beautiful day in a beautiful place with everyone watching. It is what you do on a Tuesday evening when you carry the person you love to the bathroom and call it the prom, just to make her smile. That is the whole story.

English
0
0
1
55
Vipan Goel
Vipan Goel@VipanGoel·
"Game's on! 🏏 Abhishek finding his form is the edge we need. Indian attack won't scare the Kiwis 🇳🇿 except Bumrah, so we need to smash at least 210+. 🔥💪"
English
0
0
0
47
Vipan Goel retweetet
Dr. Brahma Chellaney
Dr. Brahma Chellaney@Chellaney·
A strategic windfall for the United States: The Trump-Netanyahu war on Iran has disrupted Middle Eastern oil and LNG exports. But, amid surging global energy prices, one country is making a killing — the U.S. Already the world’s largest LNG exporter, the U.S. also produces more oil than Saudi Arabia and Russia combined. With no Strait of Hormuz bottleneck threatening its shipments, American energy exporters are reaping windfall profits. With Qatari production halted and other Middle Eastern supplies disrupted, LNG prices have surged to multi-year highs. Spot prices in Asia have doubled, while European gas prices have jumped more than 40%. The result is a striking geopolitical irony: a war that destabilizes Middle Eastern energy supplies is strengthening the global market position of the U.S. Few wars so neatly reward the very power leading the armed conflict.
English
48
360
1.2K
101K
Bricktop_NAFO
Bricktop_NAFO@Bricktop_NAFO·
🚨🚨🚨🚨IN A BOMBSHELL INTERVIEW PROFESSOR JIANG PREDICTS THE UNITED STATES WILL LOSE THE WAR AGAINST IRAN AND EXPLAINS EXACTLY HOW🚨🚨🚨🚨 After everything thats going on and watching Iran's methods of retaliation. This all makes sense. 🚨THIS IS A SHOCKING MUST WATCH!🚨
English
1.8K
11.2K
43K
5.3M