Kumar

@DaveHcontrarian @btc__banker @cisko73mosca @Then_Beyond @TheAshishJalan @IK2379128548 @FoodHou67882697 @mathiamathia @chuckrich777 @kabirsvoice Sir, what probability you see silver breaking down low $ 64. Will reversal be a long drawn one or steep

@btc__banker @cisko73mosca @Then_Beyond @TheAshishJalan @IK2379128548 @FoodHou67882697 @mathiamathia @chuckrich777 @kabirsvoice My rate forecast hasn't changed. Yes there will be a big reversal in the weeks and months ahead.

@DaveHcontrarian are these bond market moves overdone here on inflationary fears? Thank you- looking forward to next subscriber report

@connectgurmeet @varinder_bansal @SunilBSinghania All periods r post market crash & exceptional situation where market consolidated after crash. While, now, it has not been such a crash. I think, this data must be viewed in conjunction with PE multiples in those period and PE multiple now. Mkts r rarely driven by a single factor

Very interesting data from @SunilBSinghania sir .. 1 year and 3 year returns of Nifty post a 17 month period of flat to negative returns.

@varinder_bansal Evidently, Everyone’s confidence is shaken …….

Pulling leg or saying truth? 🤔

@connectgurmeet Sir, DII buying is much higher than FII selling

Tariffs or no tariffs War or no war Earnings flat or double digit growth GST cuts or Income tax cuts Reforms or no reforms One thing is constant.. FII selling … On good news they sell 2000-3000cr a day On bad news they sell 6000-8000 cr That ways they are kind :)

@thekaipullai @manoj_216 Sir, Wen u play semis, you expect talents at par …. Our fielding was way way better ….. in fact, England performance was one man show types …… Bethel was exceptional

@manoj_216 Bethell matched Sanju. They overcame Axar's catches. They even had handled Hardik What they couldn't handle was Bumrah Just like 2024, he was the difference

For the last 50 years and despite our billion plus population, I don't know why our cricket team always comes down to depend on one person First it was Gavaskar Then Kapil Dev Then Tendulkar Then Kohli Now Bumrah Somehow our team always becomes a one man show.

@thekaipullai Sir, yesterday wasn’t a one man show n neither was previous matches. Bumrah was the X factor - generational Indian Pride ! @surya_14kumar doesn’t deserve to be in the side leave apart captaincy!

@anuragsingh_as 2025 : DII Net Inflow ₹ 7.88 lakh crore against FII Net Outflow of ₹ 3.06 lakh crore 2026 YTD : DII Net Inflow ₹ 1.07 lakh crore against FII Net Outflow of ₹ 0.48 lakh crore DII Net Buy outnumbers FII selling by huge margin.

Quick take: India markets & #FIIs view: Why trends matter? 1. George Soros said - once a pattern becomes a trend, it gets self reinforcing. At that point, participants just follow the trend without questions. For FIIs, there is a “sell India” trend underway. Selling may continue until some events reverse the trend. 2. Selling can come to an abrupt halt & trend can reverse if markets correct by 20%. That’s unlikely to happen as long as domestic money continues to support markets. SIP investors are following a trend too. Without much questions. They don’t want 20% correction even though it might help them. 3. Finally, the govt seems to have made up its mind to gradually push floating foreign capital out of markets. Govt probably wants better control over capital & foreign money comes with stress points that they’re not comfortable with. It prefers domestic champions vs MNCs. Foreign Investors get this message. In any case, FIIs don’t matter as much in India markets now. Domestic money dominates as the country grows. And it should. For markets to inch higher in short term, the SIP fund flows need to increase significantly. And these nonsense IPOs need to stop. Which are those nonsense IPOs? All of them ! My discussion with @CNBC_Awaaz

@CaVivekkhatri @rupinder3007 2025 : DII Net Inflow ₹ 7.88 lakh crore against FII Net Outflow of ₹ 3.06 lakh crore 2026 YTD : DII Net Inflow ₹ 1.07 lakh crore against FII Net Outflow of ₹ 0.48 lakh crore DII Net Buy outnumbers FII selling by huge margin.

@rupinder3007 It’s not about understanding

🚨 BREAKING: India's GDP just hit 7.8%. The Sensex fell 961 points on the exact same day. Most people saw two headlines. They missed the entire story. Here's what actually happened and what it means for your money 👇🧵

@DaveHcontrarian @Harry1970962 @AirDude11 @AmitMah67507787 @LukeGromen Sir, do you expect to see further severe drop in Silver with next week close in China metal markets

@Harry1970962 @AirDude11 @AmitMah67507787 @LukeGromen I've already posted that I'm not concerned about today's sell-off in the metals and that a big reversal is coming soon.

Metals are in big bull markets that have much more to go.The steep sell-off sets them up for another even steeper leg up.I am raising my gold target to $6800 from $5500 & silver to $180 from $125.Also raising my miner targets to the following:GDX $180,GDXJ $250,SIL $220,SILJ $90.

@DaveHcontrarian @chetmanou812 @1929dreamer2025 @outlieroptions Sir, is it possible that Targets for Silver/ Gold gets further extended considering Equities are relatively farther from their targets

@chetmanou812 @1929dreamer2025 @outlieroptions You're probably right but not something I'm interested in doing.

For those who have not yet seen it,here is my latest interview recorded 1/14/26 with Erik Smolinski @outlieroptions.We had a good discussion about the melt-up,the coming bust,a coming decline in rates & of course the metals. Lots of good questions from Erik.youtube.com/watch?v=BZhZpy…

@TaviCosta Congratulations Sir 🤩🙏

A personal update: After 12 years at Crescat Capital, I’m moving on to the next chapter. I’m grateful for the relationships, mentorship, and professional growth along the way, and I wish the firm continued success. My next step: I plan to launch my own fund in the coming months. Stay tuned. Going forward, you can reach me at tavicostamacro@gmail.com

@nehaGurung1692 North East is so beautiful and wonderful. Everyone must travel ….. sad that myopic people call such things

China call us Chinese, mainland Indian call us Chinese, but we call ourselves Indians. 🙂

@GautamGambhir read below👇🏻

@GabbbarSingh How about Selection Committee who chose Gautam Gambhir as Coach ….. Process of assessment and basis of his selection must be scrutinised

Gautam Gambhir is a Rahul Gandhi but with a Team of BJP karyakartas.

@GautamGambhir Do you Agree with @GabbbarSingh => “Gautam Gambhir is a Rahul Gandhi but with a Team of BJP karyakartas”

@DaveHcontrarian @KevinKummerow @samsuelith It’s a good book in the sense it gives distant view of mkt psychology n forces at play in pre n post 1929 crash era. It doesn’t get much into technical/ fundamental factors tat caused crash n depression thereupon

@KevinKummerow @samsuelith Can still be a good book and I suspect it is.

My wife and I were traveling if that's okay with you. I'm gone five days and some of you go crazy.

@DaveHcontrarian @xgman24 Sir, considering tat Pres Trump seems 2 b clear in his stance tat capital mkts shud b supported wen needed, isn’t it a possibility tat guv policies (fiscal/ monetary) will pitch well in time during burst after melt up n tat burst is not as deep (80%) as per your forecast

@xgman24 No. The big run in the PMs is now. They will sell off in the bust like most assets. Then an even bigger run post bust.

@DaveHcontrarian @Hbdbsjksks60612 @LordHumble33 @Law_Bish @BillyBobInvests @Phoenix18217110 @hermit_flannel @Bluewatertrader @TommyGunn0310 Sir, Can’t Indexes be again managed by changing composition and weightage, not abruptly in one go but gradually over few years ….. !

@Hbdbsjksks60612 @LordHumble33 @Law_Bish @BillyBobInvests @Phoenix18217110 @hermit_flannel @Bluewatertrader @TommyGunn0310 What I've said is that the indexes won't get back to this cycles highs while commodity stocks & many industrials go on to substatial new highs.Indexes includes DJIA. It will be a very different investment environment than what we've seen past few decades,so different leadership.

@connectgurmeet 🙏🙏

"Aar Nanak Paar Nanak.. Sab Thaan Ek Onkar Nanak” HE is ONE..HIS presence n teachings r everywhere Best way to celebrate him is to -feed a meal to needy -employ someone in need -enrol a child in school -speak nicely n b kind to everyone -do sewa May Baba Nanak bless u all!

@Akshat_World HMT went up 500% up 🤣🤣😝😝 Intel did nothing in last 4 years Semiconductor is useless industry Ppl must be vigilant before just following 😝😝🤣🤣😂😂

People kept on cribbing that BTC is a scam. But, since 2021, it went up 300% People kept on saying that India has become digital. Massive digital adoption. End of cash. End of black money. But, PayTM went from INR 1,950 INR in 2021 to INR 1,350 now. Just saying.