Cashflow

@Iamsamirarora @kaul_vivek Samir ji jst ignore he was d 1 questioning d wisdom of market post Covid bottom….why mkt rallying when everything is shut. Not surprised on his mkt commentary now also….

@kaul_vivek I am feeling more sad that what have u become.

Ouch... Dard hua lagta hai Arora saab ko... Packing for chana is a good reuse. Environmentally friendly. Sadly, aapne jo paisa dubaya logon ka can't be reused...

@theskindoctor13 Conclusion: Iran doesn’t has 56 inch…

Trump gave Iran a 48-hour ultimatum to open the Strait of Hormuz or face strikes on its power plants. Iran refused. Trump said fine, wait 48 hours. Forty-eight hours passed, Iran didn’t open the Strait, and everyone awaited Trump’s response. Trump, instead of acting on his ultimatum, posted on Truth Social that he had postponed the attack for five days because productive “negotiations” had begun with Iran. Iran immediately denied his claim, saying there were no negotiations and the Strait would remain closed. Seems like Iran is not keen on letting Trump quietly chicken out this time.

@theskindoctor13 Auntynational….

Both videos are from Baba Baidyanath Dhaam, Deoghar. The first shows how common devotees are treated, and the second shows how VIPs are treated. This is same in most of the famous temples. This difference must end. You can’t expect unity and brotherhood in a religion if the rich and powerful receive pampered treatment at temples while ordinary devotees are treated like an inconvenience. I understand that the sheer number of devotees makes it difficult to give everyone ample time, but things can still be managed with dignity, through better crowd management, token or time-slot systems, clearly marked queues, and strict enforcement of the same rules for everyone. Whatever is decided for the common people, the same rules should apply to the rich and powerful as well.

Gold and silver are not acting well in a period of rapidly rising geopolitical risks. We have an Iran War, Strait of Hormuz blockade, rising volatility. In the old framework, that setup should be close to ideal for gold. But once you understand what is now driving gold, this move makes perfect sense. Something fundamental changed after the US and Europe froze Russian reserves in 2022. For decades, surplus countries parked their excess savings in US dollar assets, mostly Treasuries. The freezing of Russian reserves combined with the current administration's explicit push to discourage foreign countries from parking excess savings in US financial assets, forced surplus countries to rethink where they store reserves. And those countries haven't changed their domestic policies that generate the excess savings, so those savings have to be placed somewhere. The result is that gold and silver have increasingly become the obvious “neutral” reserve assets. That’s why gold decoupled from the three factors that used to explain it…real interest rates, volatility, and liquidity. Now reserve accumulation flows have become the primary driver. That shift has a consequence I don’t think most investors have thought through. If gold is now primarily driven by reserve flows from surplus countries, then gold has become pro-cyclical. Reserve growth is driven by export revenues, trade surpluses, economic growth in surplus economies. When the global economy is strong and surplus countries are generating large export revenues, their excess savings grow, their reserve accumulation accelerates, and gold catches a bid. When that surplus generation is disrupted, the bid weakens or reverses. This is exactly what is happening with the blockade of the Strait of Hormuz. The GCC countries are major reserve/gold buyers and now their export revenues are collapsing. They likely need to liquidate some reserves to cover fiscal obligations, and gold is one of their most liquid assets. Even if the reserve sales aren’t excessive yet, the market can see their reserve accumulation has stalled and probably reversed. That flow, which was a meaningful source of gold demand, has gone to zero at best. There are also secondary effects on other surplus economies. China is the world's largest oil importer. An energy shock of this magnitude slows Chinese growth, and compresses Chinese surpluses, which slows Chinese reserve accumulation. That same growth shock ripples through Korea, Taiwan, Japan, and the rest of Asia. The whole chain that has been driving gold higher, surplus countries generating excess savings that need a home outside the dollar system, is being disrupted by an event that in the old model would have been unambiguously bullish for gold. This doesn't mean the structural case for gold is broken. The dollar standard is still ending. Surplus countries still need an alternative to Treasuries and gold is still the most obvious destination. But it does mean gold is going to be more volatile along that structural trend than most people expect, and the volatility will correlate with global growth and surplus generation rather than with the old drivers. Gold rallies when surpluses expand. Gold sells off when surpluses contract. Even if the reason for the contraction is rising geopolitical risk that, under the old model, should have sent gold to the moon.

@Manojeet_Das At peak margin he was ready to pay peak multiple now that his consistent compounder getting slowly in buy zone he is negative…god save his client’s wealth

Indian Jim Cramer is now bearish. Friends, the bottom is near.

@CNBC_Awaaz @vipinbhatt Ab ya to modiji jhute hain ya to ye study jhuti hai 🤣

7 घंटे 18 मिनट से कम सोए तो क्या होगा ? #ConsumerAdda @vipinbhatt #Sleeping #Health #Fitness

@_devesh_ @tushar9590 Then u were also nt there before 2020 n surely nt there in 2008….2020 pain started in feb 18 n lasted till 24th march 2020….

@tushar9590 But 2020 was a very short downcycle. Real pain was in 2008.

A new born baby is the most pampered one. All the investors entering markets post March 2020 were those pampered ones, having myself started my market journey near that timeframe am no exception. We have had great initial period of getting the most of it, and last 18 months we've transformed into thosr adults seeing the ups and downs of markets same as life, and what keeps us going in the end is that it's all gonna be alright eventually with our perseverance and the right state of mind. Kudos to all of us for having gone through all these cycles in last 6 years, and we'll come out stronger than ever.

@ZeeBusiness 2ab

असम में एक जनसभा को संबोधित करते हुए प्रधानमंत्री नरेंद्र मोदी ने कांग्रेस पर तीखा हमला बोला। उन्होंने तंज कसते हुए कहा, “कांग्रेस से पूछिए 24,000 करोड़ में कितने जीरो होते हैं।” #PMModi #Assam #Congress #ModiSpeech #IndianPolitics #BJP

@wokeflix @suyog_dhavan Ask @NileshShah68 ….he has been selling hopes to retail investors n pumping his aum at peak of 2024

Who will buy when DII’s sell?

@rajivmehta19 Sept 08

Worst month for #Nifty Only the March 2020 COVID crash eclipses this

@IndianGems_ Diapers n politicians need to be changed often….stable govt is overrated

Can we conclude that 2004–2014 was the golden period in Indian history?

@harinath8003 @IndianGems_ Why didn’t this gobar govt put any1 behind bar even after 12 years???

@IndianGems_ Golden period? If scams, inflation, and policy paralysis are the criteria, then yes — 2004–2014 under Manmohan Singh and the Indian National Congress government was truly “go

@anishsingh21 Zammer jald jaga…..viswguru banne chale the US bata dia dad Kon hai

Foreign Secretary Vikram Misri visited the Embassy of the Islamic Republic of Iran and signed the condolence book, on behalf of the people and the Government of India, on the demise of Supreme Leader Ayatollah Syed Ali Khamenei. #IranWar #IranIsraelWar

@Benarasiyaa These guys r pure pattalkar wo v jutha chatne wala

UP minister Sanjay Nishad had promised Holi gifts for Lucknow journalists who instead received a 250 grams Gujiya box. Angry journalists returned the Gujiya box claiming they were "humiliated".

When Azad Engineering started, the real challenge wasn't the machinery or the infrastructure—it was credibility. Who would trust critical components to a nobody operating from a shed? Rakesh Chopdar's first 100 calls to potential customers ended in polite rejections. "Send us your company profile," they'd say, knowing full well that a one-page profile from a four-month-old company would go straight to the trash The breakthrough came from an unexpected source. A German company, MAN Energy Solutions, was facing a crisis. Their Indian supplier for turbine airfoils had botched a critical order, and they needed replacement parts within six weeks—a timeline their regular suppliers couldn't meet. The purchasing manager, Hans Mueller, had exhausted his options when someone mentioned "a new shop in Hyderabad that claims they can do complex airfoils. "Mueller's call came on a Friday evening. "Can you manufacture 50 Stage-3 compressor blades for our industrial gas turbine? Inconel 718, tolerance of ±0.02mm on the airfoil profile, surface finish of Ra 0.4 microns?" The specifications would have intimidated most established manufacturers. Rakesh said yes without hesitation. "Have you made these before?" Mueller asked, skepticism evident even over the phone. "Send me the drawings," Rakesh replied. "Give me 72 hours for a sample." That weekend became legendary in Azad's folklore. Rakesh didn't leave the shed for three days. He programmed the CNC machine himself, creating toolpaths that conventional wisdom said the old DMG couldn't handle. He sourced Inconel 718 bar stock by driving to three different suppliers, paying cash from his personal savings. When the machine's coolant system proved inadequate for the superalloy, he jury-rigged an additional cooling setup using aquarium pumps and ice. Monday morning, 8 AM German time, Mueller received a courier package with a perfectly manufactured blade. Not just dimensionally correct—the surface finish exceeded specifications, the grain structure was optimal, and critically, Rakesh had identified and corrected a minor design flaw in the cooling channel that even MAN's engineers had missed. "How did you spot this?" Mueller asked during the follow-up call. "When you've spent enough time with airfoils, they speak to you," Rakesh replied. This wasn't mysticism—it was the intuition that comes from twelve years of handling thousands of components, understanding failure modes, and developing an almost tactile sense for how materials behave under stress. The order was confirmed: 50 blades, €40,000, delivery in five weeks. For context, this single order was more than Atlas Fasteners' monthly revenue. But more importantly, it was validation. A German engineering giant had chosen a one-man operation in Hyderabad over established suppliers. Delivering that first order nearly broke Rakesh. He worked 20-hour days, personally inspecting every blade, scrapping three for every one that passed his standards—standards that exceeded even MAN's requirements. He hired two more operators mid-project, training them on the fly. The final shipment went out with two days to spare, each blade wrapped like a jewel, documentation that would make aerospace companies envious. Mueller called after receiving the shipment. "Perfect. Every single one. We have another order—200 blades, different stages. Can you handle it?" This became Azad's growth pattern: impossible deadlines, perfect execution, exponential scaling. By the end of 2009, the 200-square-meter shed had three CNC machines and eight employees. Revenue hit ₹2 crore—modest by industry standards, but remarkable for a company that started with one man and one second-hand machine. But what truly set Azad apart wasn't just technical capability—it was Rakesh's approach to customer relationships. Unlike typical suppliers who saw themselves as vendors, Rakesh positioned Azad as a problem-solver. When Siemens faced issues with turbine blade failures in high-temperature applications, Rakesh didn't just quote for replacements. He spent two weeks analyzing the failure modes, proposing design modifications, and even suggested alternative alloys that could extend component life by 40%. "You think like an engineer, not a supplier," a Siemens executive told him. "That's rare." What an amazing story! Src – empor top , no reco

@AvinashGoraksha Better to look at stylam….still cheap after runup

Manilam Industries India Limited is engaged in the manufacturing and sale of decorative laminates for residential and commercial applications has concluded its anchor allocation today, by issuing 16,38,000 shares. Amount Raised: ₹ 11.30 Cr Price/Share: ₹69 IPO Dates: February 20, 2026 - February 24, 2026 #ManilamIndustriesIndiaLimited #SMEIPO #AnchorAllocation

@_Manishh_ What hdfc mf know abt anup engineering that mkt doesn’t know buying from 3500-3600 level

#BulkDeals #InsiderTrading * #AnupEng HDFC now 9.72 % #Brigade Axis still holds 2.99 #CarTrade Tata now 5.01 % #KPR SBI still 5.73 % #Nuvoco HDFC now 5.39 % #Ugro NewQuest still 9.51 % #Crompton Mirae now 8.66 #HEG SBI still 3.51 #Ratnamani Icici now 5.33 #ESAB #Religare

जवाब दीजिए @BarmerDm कि किन कामों के लिए आपको अवार्ड मिला था ? क्या RTI के जवाब में ये बोला गया है कि डाटा उपलब्ध नहीं है? डाटा उपलब्ध नहीं है तो अवॉर्ड कैसे? CTR पोर्टल पर डुप्लीकेट इमेजेस क्यों थीं? अगर सब झूठ है तो अखबार के खिलाफ FIR करवाइए DM साहिबा।

@AshwiniVaishnaw @narendramodi Ye 2014 se sirf acronyms hi chal raha hai sir nothing concrete on ground

PM @narendramodi Ji’s M.A.N.A.V. vision for AI

@varinder_bansal Nt a single positive comment here

Pic of the day