Dr. Masala Bonds

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Dr. Masala Bonds

Dr. Masala Bonds

@RealMasalaBonds

Head of Risk | Ex-Credit Suisse | IIM-C | GWSB | Macro/Energy/Rates/Structured Products/Derivatives/Risk |

Katılım Eylül 2019
803 Takip Edilen1.3K Takipçiler
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Dr. Masala Bonds
Dr. Masala Bonds@RealMasalaBonds·
American Winter Heating Bills working-analysis 2021. Self-Retweet Not an attempt to Gasconade. Just an attempt at organizing my thoughts and for those who might find this useful/educational.
Dr. Masala Bonds@RealMasalaBonds

For my American friends. Your heating bills are about to go up by ≅30% this winter apparently. Let's Analyze some of the "root causes" at play & why your Home energy bills might resemble those in Europe & not the 30% claimed, hopefully not w/ the same intensity(5x Avg). A🧵 1/6

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David Senra
David Senra@FoundersPodcast·
Charlie Munger tells a story about human nature: "One of my favorite stories is about the little boy in Texas. The teacher asked the class, “If there are nine sheep in the pen and one jumps out, how many are left?” And everybody got the answer right except this little boy, who said, "None of them are left.” And the teacher said, “You don't understand arithmetic.” And he said, “No, teacher. You don't understand sheep."
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Dr. Masala Bonds
Dr. Masala Bonds@RealMasalaBonds·
@davidbelle_ Lol on CS: youtu.be/rY0WxgSXdEE?si… Apologies on not checking up on employers my man DM if you guys sell treasury/prime services. And/or cloud managed CRM stuff. + Tell you the employer and see if I can get you in front of the right crowd. Always looking for great vendors!
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Dr. Masala Bonds
Dr. Masala Bonds@RealMasalaBonds·
@davidbelle_ Haha "monk mode" I believe is what the kids are calling it these days? Good to be back. And nice to finally be in control again (Post the CS debacle - Dear God) Howve you been old sport? How's tradingview?
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Dr. Masala Bonds
Dr. Masala Bonds@RealMasalaBonds·
@elonmusk @elonmusk 2/2 more embarrassing for the Head of Mon. that I had to do the 2/2 than it is for me tbh Also Why do we have to pay to subscribe to you now (Not stingy, care more about the platform, gods have been kind etc)? Youre the Smart Man's Trump!
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Dr. Masala Bonds
Dr. Masala Bonds@RealMasalaBonds·
@elonmusk @elonmusk 1/2 decided 2 hop back to shiiteverse (fellow free-speech-absolutist-fintwitter, feel free to look at my profile Getting life together etc not because of the lazy reasons) Paid min fees to hop back can't I upgrade w/o canceling ? Linking to 2/2
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Elon Musk
Elon Musk@elonmusk·
God Bless America
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Dr. Masala Bonds
Dr. Masala Bonds@RealMasalaBonds·
@TooSimple2 @TooSimple2 One is getting some grey hairs on the rough edges so I'm not entirely sure if I remember if we've spoken before (being sarcastic. I'm 31). Did you happen to read jolts and inflation (focus on jolts) along with the jobs report? (By read I mean beyond headline)
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Jay
Jay@TooSimple2·
@RealMasalaBonds Will def set one up soon. In the mean time, don’t keep us guessing! Higher rates for longer? One more rate hike? Cuts in Q2 2024? Bull Steepener? What are your thoughts?
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Dr. Masala Bonds
Dr. Masala Bonds@RealMasalaBonds·
@TooSimple2 Any time old sport. A lot has passed since I was last here, feel free to set one up. Just tell me when and where
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Jay
Jay@TooSimple2·
@RealMasalaBonds Hey! Missed all of your insight and analysis. Hope to hear you in Spaces soon! ⏳
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Dr. Masala Bonds
Dr. Masala Bonds@RealMasalaBonds·
Hello World. It's been a minute! Edits: Added videos later. Testing the platform out. Love the ability to be able to do this!
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Dr. Masala Bonds
Dr. Masala Bonds@RealMasalaBonds·
@KirtanShahCFP Rental income isn’t the only slice of returns you get from residential real estate. Cap appreciation? And that isn’t taxable if you rollover. 3-4% avg returns is what i’ve been working with, brings the figures up to +/- 1% FD
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Kirttan Shah
Kirttan Shah@KirtanShahCFP·
Is residential real estate a good investment for monthly cash flow? The answer is a NO. - Residential real estate in India does not generate higher than 2-3% rent yields - Plus there is a maintenance cost of the property - Plus there is an assumption that it will always be occupied - Plus in some cases, 1 month brokerage will be paid out as commission - Plus the amount is taxable - Plus the asset is illiquid - Plus the ticket size is big and hence it adds concentration risk to your over all portfolio - Plus if you want 10L you can’t liquidate only the bathroom. P.S. - Residential Real estate is a great investment is a Myth. Most can’t calculate the XIRR on the real estate & hence feel that their money doubling in 10 years is a great investment. Pic - @moneycontrolcom @kayezad
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Dr. Masala Bonds
Dr. Masala Bonds@RealMasalaBonds·
Ran out of popcorn this weekend with all the #CreditSuisse (fortunately former employer) drama. Grats to @UBS on the free breakfast/brunch/lunch/high-tea/dinner/night-cap.
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Waiting Cane
Waiting Cane@eh_el_es·
@FirstSquawk @sunchartist So wait, the Fed has been sitting idly on $2Trillion all this time. Has anyone told Ukraine this money was available?
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First Squawk
First Squawk@FirstSquawk·
JP MORGAN: FEDERAL RESERVE’S EMERGENCY LOAN PROGRAM MAY INJECT AS MUCH AS $2 TRILLION OF FUNDS INTO THE US BANKING SYSTEM AND EASE THE LIQUIDITY CRUNCH
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Gaurav Taneja
Gaurav Taneja@flyingbeast320·
So hard to find a World Map with Indian borders mapped correctly. . Almost every Image on google shows Kashmir distorted. Why ??
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PiQ
PiQ@PiQSuite·
♥️ Thank you for the birthday wishes. Much love to you all x
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Dr. Masala Bonds
Dr. Masala Bonds@RealMasalaBonds·
May whatever god’s there be guide your efforts to the path that you were always meant to be on. Happy (almost) New Year. I know I haven’t been as active on the bird app, but those who know me personally would know its for obvious reasons. See ya’ll soon. Happy #Samvat2079
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Dr. Masala Bonds
Dr. Masala Bonds@RealMasalaBonds·
Long Heavy Sour Short Light Sweet (Long LS refining capacity) it is then.
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