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Ankit

@AnkitPahuja_

keep rollin'

Bengaluru South, India Katılım Ocak 2015
149 Takip Edilen30 Takipçiler
THE SKIN DOCTOR
THE SKIN DOCTOR@theskindoctor13·
"Modi has not done a single press conference in 12 years." So what? Not taking questions from the press is not some moral crime in itself. The media is not a council of high priests conducting a legitimacy exam that every Prime Minister must clear for democratic certification. In a democracy, legitimacy comes from public mandate and governance, not from standing before cameras to satisfy a section of the media that mistakes access for accountability. As such, today's media ecosystem is not some sacred, neutral institution operating above politics. Much of it is deeply polarized. Different political camps have their favorite journalists, narratives, and ecosystems. Questions are designed less to seek answers and more to manufacture headlines, extract viral moments, or build personal brands. And those who hold frequent press conferences are not automatically standing on higher moral ground either. We have all seen planted easy questions from pliable journalists and difficult questions brushed aside with “aap rival party ki bhasha mat boliye,” deflections, or outright evasions. The number of press conferences a leader does is not a certificate of transparency. Otherwise, by that logic, Trump, who interacts with the press almost daily, should automatically be considered the most transparent, most democratic, and the finest leader in the world.
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Ankit
Ankit@AnkitPahuja_·
@SauravDassss On every metric we stand among last nations except for any index, that's sub par with some african nations. Can u defend that? Anyway Joke was on Modi not India.
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Saurav Das
Saurav Das@SauravDassss·
Extremely cheap! Norway’s largest newspaper needs URGENT sensitisation on racism and media ethics. Whatever the context, Narendra Modi remains India’s Prime Minister, and a graphic of this nature reflects nothing but a deeply colonial mindset. This is hardly an example of the “freest press” in action and warrants an IMMEDIATE apology from @Aftenposten!
Ananth Krishnan@ananthkrishnan

This cartoon, which I assumed wrongly was from some cheap tabloid but was published in Aftenposten, Norway's largest newspaper and "paper of record", isn't a great advertisement of supposedly superior journalistic standards.

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EndGame Macro
EndGame Macro@onechancefreedm·
The 5% Long Bond Is Where The System Starts To Crack The 30 year Treasury yield near 5.18% is not close to its all time high. The all time high was roughly 15.21% in October 1981, during the Volcker inflation war. So we are still about 10 percentage points, or roughly 1,000 basis points, below the historic peak. But that is the wrong comparison. The better question is not whether today looks like 1981. It does not. The better question is whether today’s economy can absorb a 5% long bond after years of leverage, cheap money, inflated asset prices, record housing unaffordability, and massive fiscal deficits. That is where the problem starts. Why 1981 Is The Wrong Anchor In 1981, the U.S. was fighting double digit inflation. Volcker was deliberately choking the money supply. The bond market finally capitulated when investors realized the Fed was not going to blink. That was an inflation credibility crisis. Today is different. Inflation is not 1981 style, but the economy is far more dependent on refinancing, asset prices, and debt service. The nominal yield is much lower, but the sensitivity to that yield is much higher. That is why 5.18% today matters more than people think. A 15% long bond in 1981 was catastrophic because inflation psychology had broken. A 5% long bond today is dangerous because the entire financial system was built around the assumption that long term money would stay cheap. What Breaks When The Long Bond Stays High When the 30 year Treasury pushes above 5%, it does not stay isolated inside the bond market. It reprices almost everything. • Mortgage rates stay elevated • Housing affordability gets worse • CRE refinancing math breaks • Equity multiples compress • Banks face collateral pressure • Corporate borrowing costs rise • Federal interest expense worsens • Consumers lose purchasing power This is why the 2007 comparison matters. The 30 year is now back near levels last seen before the Global Financial Crisis. In 2007, the surface still looked manageable for a while. Employment had not fully cracked. Stocks had not fully repriced. Housing stress was still being rationalized. The problem was that the plumbing underneath was already weakening. That is the risk now. The Hidden Stress Is The Real Story The long bond is rising into an economy already showing signs of stress beneath the headline data. Consumer delinquencies are rising. CRE is under pressure. Bankruptcies are accelerating. Housing is frozen. Fiscal deficits remain large. Treasury issuance keeps coming. Oil and geopolitical risk are keeping inflation pressure alive. That combination is toxic. If yields rise because growth is booming, the economy can handle it. If yields rise because investors demand more compensation for inflation, fiscal supply, term premium, and uncertainty, that is a very different signal. This is not just a rate move. It is the market asking for a higher risk premium to finance the system. My Take The danger today is that the economy may be structurally unable to absorb a sustained 5% long bond without forcing something else to give. In a less leveraged economy, this would be uncomfortable. In today’s economy, it hits housing, CRE, banks, equities, corporate refinancing, and government debt service at the same time. That is why this chart matters. The long end is not just saying inflation might stay sticky. It is saying the cost of capital is rising in the exact part of the curve that determines whether the entire credit system can keep rolling over.
The Kobeissi Letter@KobeissiLetter

BREAKING: The US 30Y Note Yield rises to 5.18%, its highest level since July 2007.

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Ankit
Ankit@AnkitPahuja_·
@htTweets That's how everyone praised him.
GIF
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Ankit
Ankit@AnkitPahuja_·
@NarundarM Vishwakutta after facing free press.
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Narundar
Narundar@NarundarM·
Vishwaguru coming out of the Norway briefing.
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Ankit
Ankit@AnkitPahuja_·
@SpencerHakimian Here's my 2 cents. Historically speaking tech giants and financial services rarely go well together.
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Spencer Hakimian
Spencer Hakimian@SpencerHakimian·
🚨BREAKING: GOOGLE, BLACKSTONE TO CREATE NEW AI COMPANY Welcome to Hell.
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Saurav Das
Saurav Das@SauravDassss·
#WATCH: Justice B.V. Nagarathna and Justice Ujjal Bhuyan are one of most upright, brilliant, and intellectually rigorous judges who have consistently stood up for civil liberties and constitutional freedoms. The two’s disapproval of another two-judge bench’s decision denying bail to #UmarKhalid and Sharjeel Imam is a significant internal dissent against the Supreme Court’s own failure to take a sustained and holistic view when it comes to fundamental right to liberty. The judges even observed that “judicial discipline” required Justices Aravind Kumar and N.V. Anjaria to follow the 2021 Najeeb judgment which recognised prolonged incarceration as a ground for bail in UAPA cases in Khalid and Imam’s bail plea.
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Ankit
Ankit@AnkitPahuja_·
@exec_sum "It is targeting $10B and positioning itself as the new Carlyle Group" yes sure, except the fact that "Carlyle" manages $450 B.
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Exec Sum
Exec Sum@exec_sum·
BREAKING: Donald Trump Jr's venture firm 1789 Capital grew from $200M to $3.5B AUM in one year The firm bought stakes in Databricks, Ramp, Deel, Groq, Anduril, SpaceX, xAI, and Reflection AI It is targeting $10B and positioning itself as the new Carlyle Group
Exec Sum tweet mediaExec Sum tweet media
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Ankit
Ankit@AnkitPahuja_·
@HelleLyngSvends @IndiainNorway Some of us feel really sorry about hate comments you're receiving for no good reason. But, as u might already know the current regime is the most draconian govts in the history of my nation. And obviously the leader is a pathalogical lier hence panics from indipendent media.
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Helle Lyng
Helle Lyng@HelleLyngSvends·
@IndiainNorway Yes, I am already signed up. Will I also be able to interview Modi?
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India in Norway
India in Norway@IndiainNorway·
Dear Ms @HelleLyngSvends, The Embassy is organizing a press briefing on the Prime Minister’s Visit this evening at 9:30pm at hotel Raddisson BluPlaza hotel. You are most welcome to come and ask your questions there.
Helle Lyng@HelleLyngSvends

Primeminister of India, Narendra Modi, would not take my question, I was not expecting him to. Norway has the number one spot on the World Press Freedom Index, India is at 157th, competing with Palestine, Emirates & Cuba. It is our job to question the powers we cooperate with.

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Ankit
Ankit@AnkitPahuja_·
@mrjethwani1 Poke him further that's when they rattle like a dog.
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Manish RJ
Manish RJ@mrjethwani1·
BJParty is full of goons! See the sanskari behaviour of the Gaddakari when someone questioned him. Instead of responding, he’s threatening to throw him out with help of police.
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Ankit@AnkitPahuja_·
@avidandiya @adgpi Indian armed forces is slowly becoming silent stooge of the govt. @adgpi this is absolutely a clown show. Same on you.
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Ankit@AnkitPahuja_·
@CNBCTV18News Still no apology or any mention of inconvenience caused by yet another 'lie'. Shame on you.
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CNBC-TV18
CNBC-TV18@CNBCTV18News·
Our story on government considering tax/cess on foreign travel is not accurate. We withdraw the story and regret the error.
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Live Law
Live Law@LiveLawIndia·
CJI Surya Kant says there are "parasites" attacking the system. "There are youngsters like cockroaches, who don't get any employment and don't have any place in the profession. Some of them become media, some of them become social media, some of them become RTI activists, some of them become other activists, and they start attacking everyone." - CJI.
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Ankit
Ankit@AnkitPahuja_·
@SarangSood Name anything that has not been a scam in India?
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Sarang Sood
Sarang Sood@SarangSood·
Name a huge scam that has been normalised in India.
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