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Krishna Hegde
7.7K posts
Krishna Hegde
@PositiveGamma
FinTech, Markets, India, Food, Asia. Trust Only Data. Bengaluru Boy. Farmer. hegde.eth
Katılım Ağustos 2014
716 Takip Edilen6.7K Takipçiler
@tejus_sawjiani In a few weeks, S&P 500 perps on hyperliquid will have adequate liquidity. Weekends won't be same again :-(
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TACO or armageddon...it comes down to how the futures open.
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There are 2 kinds of parents on my 11yo school WhatsApp group - based on their posts evening before Math final exam.
Group A: Does anyone have more sample papers beyond school provided ones?
Group B: Can anyone pls confirm if ‘fraction multiplication’ is in syllabus ?
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@avataram Problem with working in finance is that it changes perspective on numbers :-)
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Krishna Hegde retweetledi
On a recent Geopolitical Cousins episode I mentioned that BCA Research has opened its Gulf War dashboard to all users, including non-clients. Below is the promised link. Let us know if you'd want us to include some other data here.
bcaresearch.com/collection/bca…
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@kieranwgoodwin Those were the days! Quarter bp bid-offer and a day with a half bp move was a big big deal.
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Math is easy.
16 days x 20 million barrels a day = 320 million barrels so far.
If it extends till end of month - 30 days x 20 = 600 million barrels.
Russian floating crude : 120 million barrels
SPR Release: 400 million barrels
In about a week's time, even accounting for Red Sea diversion, the deficits will start pinching slightly and by end March, the deficit can only be plugged by demand destruction (via higher prices/rationing etc.)
World Insights@World_Insights1
🛢️ SHIPS PASSING THROUGH THE STRAIT OF HORMUZ 🟢 Feb 25 → 🚢 135 🟢 Feb 26 → 🚢 132 🟢 Feb 27 → 🚢 128 🟠 Feb 28 → 🚢 98 🟠 Mar 1 → 🚢 18 🟠 Mar 2 → 🚢 7 🔴 Mar 3 → 🚢 2 🔴 Mar 4 → 🚢 2 🔴 Mar 5 → 🚢 1 🔴 Mar 6 → 🚢 0 🔴 Mar 7 → 🚢 1 🔴 Mar 8 → 🚢 2 🔴 Mar 9 → 🚢 1 🔴 Mar 10 → 🚢 2 🔴 Mar 11 → 🚢 1 🔴 Mar 12 → 🚢 0 🔴 Mar 13 → 🚢 3 🔴 Mar 14 → 🚢 1 🔴 Mar 15 → 🚢 0 🔴 Mar 16 → 🚢 1 • Average normal traffic: 130–150 ships/day • Current status: Waterway effectively under blockade; majority of transits are "dark" or shadow fleet.
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More things change.. more they remain the same..
Fidji Simo@fidjissimo
This news came out a little earlier than we planned; we're excited to be building a deployment arm and will share more details soon. Companies have a ton of urgency to deploy AI in their organizations and we’re sprinting to meet that demand. More than 1 million businesses run on OpenAI products. Codex is now at 2M+ weekly active users, up nearly 4x since the start of the year. API usage jumped 20% in the week after GPT-5.4 launched. And Frontier, which launched last month to help enterprises build, deploy, and manage AI coworkers that can do real work, has way more demand than we can handle. That's why we launched Frontier Alliances so we leverage our ecosystem of partners to scale. And that is also why we are launching a dedicated deployment arm tasked with embedding Forward Deployed Engineers deeply inside of enterprises. This project has been in the works with our investor and alliance partners since last December, and we are grateful for them and their partnership. We’re still early, but the speed of adoption is a clear signal of where this is headed. We're excited to not just be building these technologies but also building many ways for companies to deploy them and get impact. reuters.com/business/opena…
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When an end-consumer spent $1 on oil, the money was more likely to get routed into corporate America as expenditure / investment when GCC produced & sold the oil than when Russia produces & sells it.
Currently, GCC barrels continue to be replaced by Russian barrels.
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Yes. But, most ROI models for GPUs seem to assume flat per hour pricing with utilisation well in excess of 80%. Considering compute is the largest cost for LLMs & the constant headlines of scarcity of compute - am surprised that peak time is only 55% of the time (for a global product)
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@PositiveGamma isnt everything on the internet only supply constrained during peak times
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Claude is offering 2x tokens at off-peak times (which is more than 45% of the time)
Isn't that evidence Claude is supply constrained only during peak hours?
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@ajayrotti Never took you for the type who would go to Veena Stores and not have idli !
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A fews minutes ago. Please as crowded as always. Food as good and hot as always. Menu was full. Price is same. No extra gas charges.
Post only to bring some positivity amidst the negativity. If mine is anecdotal... so is the one with additional charge.
PS: Those who intend to continue negativity please stay away.
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An SIP started in January 2023, that give same returns as NIFTY 500, generated an XIRR of 5.67%.
If the fund had an expense ratio of 1%, XIRR dropped to 4.55%.
Jan 2023 was over 3 years ago. Not short-term.
SIP was the recommended approach for building wealth that beat 'uncle' investments like gold & bank FD.
Only truth: Markets make everyone humble.
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@tejus_sawjiani Stock vs flow tells the full story. How quickly can these reserves actually be converted into usable distillates? Straits of Hormuz had throughput of ~20mb/d. So this is 20 days of Hormuz throughput.
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400m of oil reserves released and brent at $100. that's all you need to know honestly.
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@PositiveGamma saar .... I think our talking about this over breakfast was the last straw on camel back.....
Bloomberg@business
Cliffwater will likely face redemption requests in excess of 7% from its flagship private credit fund, according to people familiar with the matter. bloomberg.com/news/articles/…
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@priceactionnerd While I am no expert, now may actually be a better time to diversify.
All I know is when something is widely spoken about and is in the headlines - the trade is crowded/over.
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@PositiveGamma You think it’s not a short time spike?
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6 weeks ago, I was fielding multiple calls from friends who were trying to figure out if they should diversify savings long held in USD.
Of course, they are now glad they chose not to act on the headlines of the day.
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@Iamsamirarora India is flat for the day! Amazing resilience.
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Kospi down 7 pct. Quick, need a hedge for this hedge i took a few days ago.
Wait, I have one - India.
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@avataram @DheerajSanghi That is right. I left a wide berth :-)
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Interesting strategy.
98 percentile means in the top 20k people.
Choosing 98 percentile is probably too low since it says CS in Ashoka is comparable (or a tad inferior coz Ashoka is giving a full scholarship) to core branches at the newer/second generation IITs.
Sanjeev Bikhchandani@sbikh
Ashoka University merit scholarships @AshokaUniv @PramathSinha @AshishDhawanTCF
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