Aagam shah
468 posts


@aditya_kondawar @LuckyInvest_ARK Share some insights from your talk share some wisdom about sir
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It was great meeting @LuckyInvest_ARK sir today in Pune
He is extremely humble, talks to everyone, shakes their hands and asks about them
Sir, thank you for your time today, hope to see you again soon!

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@LuckyInvest_ARK Sir what is the selection process or any way to participate?
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Pune — I'm coming to meet you. 🙌
To celebrate the opening of our biggest Style Union store ever (Seasons Mall, Magarpatta City), I'm personally inviting 20 people with the X-factor for an exclusive Store Walk with me and the StyleUnion management team on May 1st @ 11:30 AM.
Think: behind-the-scene action, real retail talk, and a fun shopping session together.
Only 20 spots. ⏰ Registration closes April 28th, 9 PM.
Apply here 👉 forms.cloud.microsoft/r/NXq0McqyfE
#StyleUnion #Pune #StoreWalk
See you there…🤗💕

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@YagneshPuri When inner universe and outer energies align then 😍😍😍
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Aagam shah retweetledi

I've stopped reading Gulf war headlines. Here's what I track instead.
We run an India-focused equity fund. 85% of India's crude comes from imports. Half of that normally passes through Hormuz. So yes — this crisis is personal.
But the information environment right now is garbage. Trump says the war ends tomorrow. Iran says Hormuz is shut forever. One analyst says $150 oil, another says $60. You can't build a portfolio view on this.
So I've narrowed it down to 4 signals. These are priced by people with real money on the line. They don't lie.
1. Ship insurance premiums through Hormuz
This is the single best signal. Lloyd's underwriters have billions at stake on every pricing call. Before the war, insuring a tanker through Hormuz cost 0.25% of the ship's value. Today it's 3.5–10% — and almost nobody is buying. A $100M tanker that cost $250K to insure now costs up to $10M. When this drops below 2%, the people with the most to lose are telling you it's getting safer. No press conference can replicate that.
2. How many ships are actually crossing
Every ship carries a GPS tracker (AIS). You can count exactly how many cross Hormuz each day. Before: 100+. Now: 8. That's a 92% collapse. You can't spin a ship being somewhere it isn't. Iran is letting some Chinese and Indian ships through, but it's a trickle. When this number crosses 30–40, trade is resuming. You can track this free on the WTO Hormuz Trade Tracker.
3. Paper oil vs real oil
This one most people miss entirely. Brent crude (the headline price) is at $112. But Dubai physical — what Asian buyers actually pay for delivered oil — is at $126. That's a $14 gap. It exists because Trump's comments keep pushing paper prices down. Traders call it jawboning. But the refiners buying cargo aren't getting any discount. If you're looking at Brent to assess India's oil bill, you're looking at the wrong number.
4. The mid-April cliff
Multiple emergency measures expire around the same time. The 400 million barrel SPR release runs dry ~April 15. The US waiver letting India buy Russian crude expires. Formosa Plastics has declared force majeure from April 1. Right now these stopgaps are keeping the supply gap at ~5 mb/d. Without them, BCA Research estimates it doubles to 10 mb/d — the largest crude disruption ever. If Hormuz doesn't reopen by mid-April, we're in uncharted territory.
Bottom line: track the insurance premium, the ship count, the paper-physical spread, and the April timeline. Everything else is noise.
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Aagam shah retweetledi

@tightvcptrader What challenges like emotional or phycology made you rethink that its high time to change the way to trade or set some system rules and what are minor things which are mainly to take care of
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@unseenvalue Abhishek keep that note today but Surya didn’t check because a good team always come up at the right time when it's needed 🙌
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The "Silent" Accumulation is ending. Is Pharma next? 💊🚀
While the crowd is distracted by market mess and broad volatility, our Astro-Quant Model has just flagged a major shift.
The Window: 7 Mar → 25 Mar ⏳ The Setup: High-probability expansion phase after months of dead-silent consolidation.
We don't wait for the news; we time the energy. 🎯
📍 The Bull Case: If Nifty Pharma sustains above 23,550, the floodgates open toward 24,800–25,500. ⚡ This isn't just a bounce—it’s a potential 8–10% index move.
In this environment, "Beta" stocks don't just move; they explode. We are currently tracking 3 specific Pharma setups where the Astro-alignment is reaching a boiling point.
Want the names of the stocks we’re watching?
👇 Drop a "PHARMA" in the comments and I’ll DM the watchlist.
Systematic Timing > Random Guessing. 🛡️
#NiftyPharma #StockMarketIndia #SectorRotation #AstroQuant #SwingTrading #FinTwit

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@Chart_only me reels waise dali logo ka loss bataya to log mere se hi paisa mang rahe hai 😂. insta pe dekho mbsh ka page
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What’s this new trend Digital begging 😰😐


Dhawal Jain@dhawal20jain
First someone was asking 20k Today someone is asking 40k 😂 With a very emotional story 🫡
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