
Investing with conviction
5K posts

Investing with conviction
@Convictionview
Researching stocks & crypto Sharing high-conviction ideas, market notes and long-term investment thesis. Signal over noise. Not financial advice















An early meme, first published in 1921




Investors have never used this much leverage: US margin debt surged +$83 billion in April, to a record $1.3 trillion. Over the last 12 months, margin debt has risen +$453 billion, or +53%. As a result, margin debt is up to a record 5.2% of US GDP. This is ~3 percentage points above both the pre-2008 Financial Crisis level and well above the 2000 Dot-Com Bubble peak. Market leverage is through the roof.








Thread On @Akshat_World and a pattern worth noticing: 1. I've been watching @Akshat_World's content shift dramatically over the past year. Let me lay out what I see and you decide. 2. First, the timeline: He moved a significant portion of his portfolio away from Indian markets. Shortly after? His content about India turned sharply negative. Coincidence? Maybe. But let's look at the pattern. 3. "Indian Financial System Designed to Keep You Poor?" "Why I Left India." "None of the governments care, citizens are brainwashed." Every headline is engineered for outrage. But where's the equivalent content on US debt levels, Trump-era economic volatility, or the markets he currently holds? 4. This is a known playbook: Move your money. Then move your audience's sentiment. Then sell them courses, calls, or paid subscriptions on your new picks. It's not analysis. It's marketing with a patriotism-shaped hole in it. 5. The "guru" model is simple: Post dramatic numbers about your own gains. Build distrust in everything else. Position yourself as the only reliable guide. Charge for access. Ask yourself — if his stock picks were printing money, why is the course the product? 6. Criticism of India's systems is fair and necessary. But selective outrage — amplifying every Indian flaw while staying silent on his preferred markets — isn't criticism. It's a sales funnel. 7. You're free to follow whoever you want. Just know what you're buying — and whether it's advice, or an audience being herded toward someone's portfolio. Do your own research. Always. 🙏







