Purnachandran Nair

@business @RBI isn’t it a good thing to have excess ₹ in our eastern hemisphere of influence that could be reinvested in India without affecting inflation?

India is exploring additional ways for Russia to utilize its accumulated rupee reserves bloomberg.com/news/articles/…

@TheMindScourge What makes you think Iran has such weak chess game? Why do you think they got really close with China years ago?

Hormuz is a weapon that can only be fired once No one should expect a quick resolution to the current crisis, but across the next decade, even the next 3-5 years, the choke point of Hormuz will be massively substituted for The Gulf Arab states are all very rich, with high per capita GDP - the best single measure of relative state capacity - easy access to global markets, especially financial, and have the favorable backing of the US Everyone has known about the Hormuz vulnerability for decades. The Iranians have continually hinted around closing it, but never did. Now they have, but Hormuz is a gun that cannot be reloaded. Deterrents work only up to the point of use. Once used, they have failed. The purpose of a deterrent is to *not* be used Many analysts have made this basic mistake. They think that Iran is now in a position of strength, having exercised its Hormuz option. But the opposite is true. A state is weakest after it has used its deterrent. The cost of that deterrence is now priced in. The worst having been done, the targets of the deterrent are now free to make other arrangements. Before, they were reluctant to do so because of the switching costs. Now, they have no choice; they will not allow themselves to be controlled in this way again Hormuz may never reopen. But the importance of this is a depreciating asset.

@CuriosityonX Rajeev Shukla @ShuklaRajiv

If aliens visit us, who should be in charge of speaking on behalf of humanity?

@sidisgame @ShubhAgrawal26 >Be Saki Naka

@ShubhAgrawal26 imagine asking your foreigner friend to drop off at “Fevicol Marol Naka”

wtf is wrong with mumbai? why is there a metro station called “Mutual funds sahi hai andheri” ?? what late stage capitalism is this

@Suzierizzo1 DJT needs to give Leavitt a proper break atleast post partum lest we could see a full blown cat fight on live TV between her and Kaitlan.

There were at least 7 times that we can find that Karoline Leavitt has gotten nasty with Kaitlan Collins of CNN & it’s obvious that she can’t stand her & I’m sure the feeling is mutual. Kaitlan Collins is just asking questions doing her job like she’s supposed too & is good at it

@unusual_whales We move from Texas oil bros vs NY Wall Street last week to NY Wall Street Vs Tech bros California

"Massive investment in AI contributed basically zero to US economic growth last year," per Goldman Sachs

@AdamJSchwarz @Iyervval What makes you think he hadn’t run this prior with his team? Things are not that impromptu. There’s always some briefing.

Japanese PM Sanae Takaichi's reaction as Trump says "Who knows better about surprise than Japan? Why didn't you tell me about Pearl Habour?" Undoubtedly the worst American diplomatic gaffe in post-war US-Japan history.

Reporter: Why didn't you notify Japan that you were going to attack Iran? Trump next to the Japanese PM: "Who knows better about surprise than Japan? Why didn't you tell me about Pearl Habour? You believe in surprise I think much more so than us."

@mrk202123 @HustleBitch_ Daaaymnn TIL of her pregnancy. So we all are living in Leavitt’s timeline

@HustleBitch_ I see someone who is 7 months pregnant and has the unfortunate job of speaking with members of the press 24/7.. and of those members, roughly 95% appear to be insufferable retards with their own biased narratives presented as “journalism.”

🚨 PEOPLE ARE STARTING TO NOTICE SOMETHING OFF ABOUT KAROLINE LEAVITT… AND IT’S NOT NORMAL. What do you see?

@DayTradeDiane @DeItaone I will only believe when he rings my doorbell, give a firm handshake and personally deliver the news

@DeItaone I will only believe if during the live press conference Benjamin Netanyahu can read off LIVE NCAA March Madness Scores. If not, it was pre recorded Ai.

NETANYAHU TO HOLD PRESS CONFERENCE AT 1830 GMT -NETANYAHU'S OFFICE

@rushicrypto Big Beautiful Depression

If the last one was named “The Great” Depression, what’s this one going to be called?

@kushgrwl Woah ! Why so?

Can government afford to keep petrol diesel prices under control for next 40 days? I'm sure after that they have no option but to increase. What will they choose? Fiscal deficit or risking elections due to a global event? My bet is on the latter

@HGJoglekar @TheBigGeek Ok to each their own then

@purnacool @TheBigGeek I see no problem in Pune. Most book on line after 25 days and get home delivery in the next 2 to 3 days. And you want me to believe some foreign news reports. So funny.

I personally know off 1000 plus hotels, restaurants and kitchens - that have nearly zero revenue for over 10 days now My kitchens are going to be in a loss of roughly 1 CR this month Sab changa hai, sab changa hai

@RahulChels Unka toh bus excess parked fund accounts effect hoga yahan toh direct nuking of savings account

its hella unfair that us n israels middle east shenanigans are gonna indirectly cost us more money than theyll even cost them smh

@darshanvmehta1 One more minister would be there. You know v well.

Is our FM in Iran?

Not to belittle the grim seriousness of situation but ‘gas fields’ can’t be bombed. Gas processing plants connected to supply directly from field - Yes. Field are more than 1500m below ground and after first fire all wells would have had their sub surface safety valves shut automatically.

I don't think people understand how different the implications of striking an oil field are versus striking an oil refinery

@ShubhAgrawal26 People were anyway hating on Andheri and now with war and tanking of stocks people will be hating on mutual funds too.

And you mean they are hiring actors and studio location to shoot scenes of people waiting desperately for gas supplies? Way to any solution is to acknowledge the problem first. Govt is not at fault or any mismanagement (as causes of disruption are beyond our control) but real ground problem has to be acknowledged with real statistics.

@purnacool @TheBigGeek Only agenda of DW, BBC and France 24 is to show india and hindus in poor light. It's been happening for a century. There are enough idiots in India to believe them.

@pachaspaise @TheBigGeek Bro our nation is too vast. If you and I have no issue that doesn’t mean people have it smooth sailing for them with their cooking gas supplies. Only residents of a chawl with no lpg cylinder would know the daily ordeals.

I won’t rule out Isolation and self sufficiency strategy of USA before hurriedly agreeing with Israel to start the operation. Infact any model would have computed the economic worse case scenario of blockade of Hormuz on USA and found it negligible (barring the higher order effects that’s about to show up outside any prediction model). But most of this is also retrospective connecting of dots. One big Assumption is that when finally USA gets to open the strait when it feels like it after waiting it out, it can use all its might to push through the strait. Na ah. This is Asia. Asian gulf. They won’t let any westerners to interfere from now on.

Let's unpack this.. What if the White House has no intention of reopening the Strait of Hormuz? What if this war is really about ships & tariffs? I had a long discussion with senior DOE official yesterday on background. I can’t share any details but it’s clear everyone’s Strait of Hormuz calculus is wrong. We need to go back to the drawing boards. That's it. That's the tweet. Now a hypothetical 🧵 with my personal thoughts.