Mehul
11.4K posts
Mehul
@risk_return
Macro guy, interested in equities, finance, geopolitics. Astrology enthusiast and unapologetic Hindu! 🙏
Josh Brown on the lost decade for the stock market: "You could've bought the SPY in 2000 and not seen a single dollar of gain until the end of 2009. Two of the worst recessions the country has ever seen happened back to back. And during that time, I just kept buying."
$MU $SNDK Google Research has introduced TurboQuant, a new KV cache compression method that it says reduces LLM cache memory by at least 6x and delivers up to 8x speedup with no accuracy loss, targeting memory bottlenecks in AI inference and vector search.
New business started by Nihangs in Punjab 😳 Nihang Singh demands money by raiding hotels, hotel operators complain to police, says "We are very upset with them"
BOFA: STOCK MARKET NEAR LEVEL THAT COULD SPUR POLICY ACTION Michael Hartnett warned that if the S&P 500 drops further—around 6,600, just 1% below recent levels—it could trigger a policy response from the White House or the Federal Reserve. Hartnett cited soaring oil prices, a protracted Iran war, and global instability as catalysts. He also flagged overbought assets like gold, semiconductors, and European stocks, while oversold sectors such as software, bank loans, and bitcoin may stabilize once policymakers act. Potential interventions could include easing tariffs, de-escalating the conflict, or Fed stimulus measures like rate cuts or bond purchases.
