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Alok Jain ⚡
114.6K posts

Alok Jain ⚡
@WeekendInvestng
Founder WeekendInvesting | IITD | AIF | Smallcase | EQ| Gold | RE | Momentum | Personal views | No advice | YT 100k+ RA: INH100008717 AIF: IN/AIF3/25-26/1911
[email protected] Katılım Ekim 2010
48 Takip Edilen353.6K Takipçiler

That chart is the real story. 30 year yields back at levels that capped out every time in the past 30 years. If it breaks through and holds above 5%, it means the four decade bond bull market is genuinely over, not just paused.
For the new Fed Chair the problem is simple and brutal. Cut rates and inflation reaccelerates. Hold rates and the $36 trillion debt pile gets more expensive every single day. There is no magic trick. Just a choice between which problem to kick down the road.
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@MarketAvenues money supply is certainly skyrocketing... will be interesting to see how they manage inflation
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@WeekendInvestng The new Fed Chair's magic trick, print more dollars & call it resilience.😀
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Alok Jain ⚡ retweetledi

#JustIn | #Government Imposes Import Restrictions On #Gold;
Advance Authorisation For Import Of Gold Shall Be Issued Subject To Maximum Permissible Quantity Limit Of 100 Kgs

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Alok Jain ⚡ retweetledi

INDIA TIGHTENS GOLD IMPORT RULES AGAIN
INDIA HAS TAKEN MORE STEPS TO REDUCE GOLD IMPORTS AS THE GOVERNMENT TRIES TO SAVE DOLLARS AND PROTECT THE RUPEE DURING THE MIDDLE EAST CRISIS
NEW RULES:
GOLD IMPORTS ABOVE 100 KG NOW FACE STRICTER CONDITIONS
IMPORTERS MAY NEED TO EXPORT FIRST BEFORE GETTING APPROVAL FOR MORE IMPORTS
THIS COMES AFTER INDIA RECENTLY:
RAISED GOLD & SILVER IMPORT DUTY FROM 6% TO 15%
ASKED PEOPLE TO REDUCE GOLD BUYING
WARNED ABOUT PRESSURE ON FOREX RESERVES & INR
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Alok Jain ⚡ retweetledi
Alok Jain ⚡ retweetledi

April #WPI inflation jumps to 42-month high of 8.3%; #fuel inflation spikes to 25%
#AprilWPIData @GareemaBangad
cnbctv18.com/economy/wholes…
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Alok Jain ⚡ retweetledi

#PersistentSystems, #Infosys lead sell-off in #IT stocks; index extends weekly drop to 7%
cnbctv18.com/market/persist…
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@maddyb65 as mentioned above poeple are obsessed with politics of it.
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@WeekendInvestng ..."last many decades", or "Last decade"?
You couldn't counter coz you've been part of the problem. You've remained silent when priorities were changed by the Govt after looting your vote. Trusted wrong leaders to do right thing. Stayed mum until your money was at stake...
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I was having a discussion with my college senior at the GYM yesterday and his outlook for India was that things are gradually slipping out of control, we have spent too much time in last many decades in not securing energy needs, fixing infra, education and too much focus is on religion politics and we have become a reactive society where a disaster like situation has to happen before we try to fix it.
I could sadly not counter his argument.
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I can bet that Gold will at least keep up with the Growth of money supply.... so if we are in a world of endless growth of MS, so will the gold price.
The Kobeissi Letter@KobeissiLetter
Money supply is skyrocketing: Global money supply is now up to a record $121.9 trillion. Over the last 2 years, money supply has soared +$17.1 trillion, or +16%. This also marks a +$27 trillion increase, or +28%, since the 2022 low. This means that global money supply is surging +7% to +8% a year. Meanwhile, US M2 money supply jumped +$1 trillion YoY, or +4.6%, to a record $22.7 trillion. Money supply growth is accelerating.
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Alok Jain ⚡ retweetledi

@avinash00953926 as mentioned above poeple are obsessed with politics of it.
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@WeekendInvestng How to say modi screwed our country in the past 12 years without saying he actually did :)
#achedin
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