Fact Finder, The 🇮🇳

An Example of OVARIAN LOTTERY. Some like me r Lucky 2 be born in a favourable City/Location/Country, Sex, Caste, Skin Color, Normal Body, Economic Status, Religion etc… Many don’t get FAVOURABLE OUTCOMES in a OVARIAN LOTTERY. One needs 2 be empathetic 2 those unfortunate ones

Let me explain exactly why your phone seems to read your thoughts, because the real answer is more invasive than telepathy. Every time you open a website or app, a real-time bidding auction fires in under 100 milliseconds. Your GPS coordinates, browsing history, device fingerprint, age, gender, income bracket, and hundreds of inferred interest categories get packaged into a “bid request” and broadcast to hundreds of companies simultaneously. One company wins the ad slot. All of them keep the data. This happens thousands of times per day per person. A 2018 New York Times investigation found 75 companies pulling precise location data from apps, with some users tracked up to 14,000 times in 24 hours. In 2012, a Target statistician identified 25 products that, purchased in combination, could predict a customer was pregnant and estimate her due date. A teenager’s father discovered she was pregnant because Target sent baby coupons to the house before she told anyone. That was one retailer. Store receipts only. Fourteen years ago. Now scale that. Your phone pings GPS while you sleep. Data brokers link your phone, laptop, and tablet through probabilistic matching of IP addresses, WiFi networks, and behavioral patterns without you ever logging in. The FTC caught two brokers in 2024 categorizing people by visits to reproductive health clinics, political protests, and religious services, then selling those profiles to law enforcement. The algorithm doesn’t hear your thoughts. It compares your behavioral fingerprint against millions of similar profiles and predicts your next interest before you’re consciously aware of it. It makes hundreds of predictions per day. You ignore the misses. The five hits feel like telepathy. You paid for the phone. You pay for the data plan. You generate the signal. And every time a page loads, your identity gets auctioned to the highest bidder before the content even renders. They called it “personalized advertising” because “real-time mass surveillance funded by the people being surveilled” doesn’t fit on a consent banner.

What does India actually import each month? The structural basket at $65B: [TABLE ↓]

Why does the forward book matter? 🎓 RBI sells $ via NDF → no immediate reserves drop, but it's a contingent liability. Net Reserves = Gross − Forward Liabilities $717B − $100B = ~$617B IMF calls this 'net international reserves.' This is what matters in a crisis.

Bloomberg (Mar 19): RBI's net-short dollar book nearing $100B. Official Jan data: $67.8B Record: $88.8B (Feb '25) Contracts: short-dated, weeks-to-a-month As NDFs mature → recurring dollar demand Rupee broke ₹92/USD in Mar 2026. bloomberg.com/news/articles/…

By End May, half the Cars will be off the Indian Roads. Fuel rationalising will start. Buy an EV Two wheeler or Cycle

MUST WATCH AND SHARE CLIP 🔥 Hong Kong lawmaker Dominic Lee to the UN Human Rights Council in Geneva: “What moral authority does the U.S., a country ruled by the Epstein class, have over my country which has lifted 800 million people out of poverty? What moral authority do NATO countries have who preach human rights while turning a blind eye to the Zionist genocide in Gaza?”

@threadreaderapp unroll

→ Net reserves: ~$617–630B → Real total import cover: 6.3–6.8 months → Last this low: 2013 Taper Tantrum — INR crashed ₹54→₹68 India has the reserves. But the NDF book, the oil shock, and the rupee depreciation loop are all pulling in the same direction. — End 🧵

#INR: All the Ingredients for a REPEAT of 2013 #INR Crash 💥 🚨 India's real FOREX is NOT what RBI reports. Bloomberg: RBI's forward book nears $100B in NDF/onshore Net reserves: ~$617B, NOT $717B. Iran war oil shock → import cover may hit 2013 Taper Tantrum lows. 🧵👇

The U.S. Industrial Sector ETF (XLI) versus the Financial Sector ETF (XLF) has soared from a massive, decade-long “diamond” consolidation. This action suggests rising “global forces of production” and could also be signaling a potential “inflationary boom” for the global economy. 13D clients can read more in Sunday's WATMTU. Learn more about our publications: 13d.com/services/cx/X2…

This action could be signaling sustained outperformance in the copper miners relative to the U.S. stock market. The strong breakout in the COPX-to-SPY ratio is also important evidence supporting the rising “forces of production” discussed recently in both What I Learned This Week (WILTW) and What Are the Markets Telling Us (WATMTU). Learn more about our publications: 13d.com/services/cx/X2… #Copper #miners

TRUMP Is mad at Israel

FULL REPORT AND DETAILS ARE WILD Wally Liaw. 71 years old. Co-founder of Super Micro since 1993. Board member. Personally holds $464 million in SMCI stock. Charged with smuggling $2.5 billion in Nvidia AI servers to China. Here is how they did it. Routed servers through a Southeast Asian shell company. Built thousands of fake dummy servers to fool US compliance auditors. Caught on surveillance camera using a hair dryer to swap serial number stickers. Coordinated everything over encrypted group chats. Shipped $510 million worth in just three weeks in spring 2025. One co-founder remains a fugitive. Two arrested. Faces up to 30 years in federal prison. SMCI stock down 14% after hours. But here is the deeper story your followers need to know. This is not the first time Super Micro has been in trouble. In 2024 Hindenburg Research published a damning short report on the company. Ernst and Young their auditor resigned. Accounting irregularities flagged. Now the co-founder is arrested for smuggling the world's most restricted AI chips to America's biggest rival. And remember Trump just removed AI chip export restrictions last week. Then this arrest drops. The message from Washington is crystal clear. We will open the door officially. But we will slam it shut on anyone who was sneaking through the window. Source: DOJ. AP. Bloomberg. CNBC.

@TheFactFindr Superb and precise analysis Bhai .@chokhani_manish @1shankarsharma @RBI @FinMinIndia @nsitharamanoffc

@rohit_bajaj Really ? I have provided that in the full thread !! Kindly elaborate

@TheFactFindr Don't think that's possible....RBI has many other options to keep the rupee stable....also RBI has huge reserves....

By #June 2026, Indias IMPORT COVER will be the lowest since 2013 …… will the #USDINR Breach 100/$ by December 2026 ?

@ptrmadurai @INCKerala @Sanjay__Bakshi @EmergingRoy @arabicatrader @aravind @bhsbhavesh @Macrobysunil

@_prashantnair This 👇

Rupee Hits New Low - It is a tough one ! 1. Scale of the RBI intervention so far is big. Size of the forward book has gone up (some $100B). Which means net reserves are down meaningfully. 2. The underlying USD demand from the BoP remains constant. In this slow grind environment - exports won't sell USD - Why should they ! Leaving RBI as the only entity with USD supply.

@_prashantnair Check this out

This is exactly what played out last night ! Markets panicked as Oil hit $119. Statements followed from Netanyahu (this time) & NATO. Oil fell to $107. As I said below, this is exactly what played out last Monday (9th March) as well. #GIFTNIFTY #Nifty #BankNifty #IranWar‌

What are the IMPLICATIONS? Read this thread

Why did the #INR Crash today ?