Alok Jain ⚡

A thesis on where Gold is headed basis its move since the year 2000 8000 by end of 2027 The first move of 660% took 624 weeks Then a flag rest of 228 weeks And a resumption of uptrend So far we are up 335% in 526 weeks Can we go to 8k in next 98 weeks ??

Oops!!

BREAKING: The odds of the Fed hiking rates at the July 29th meeting crash to 8% after CPI inflation unexpectedly posts its biggest monthly decline since April 2020.

Brutal

BREAKING: June CPI inflation falls to 3.5%, below expectations of 3.8% Core CPI inflation falls to 2.6%, below expectations of 2.8%. Month-over-month CPI inflation fell -0.4%, the biggest monthly drop since May 2020. US stock market futures are surging on the news.

JUST IN: 🇦🇪 Dubai plans to build a new port to bypass the Strait of Hormuz.

crazy moves.. IBM to open here !

BREAKING: IBM stock, $IBM, collapses nearly -20% after posting weaker than expected earnings due to “weakness in the software and infrastructure business.” The stock just erased -$55 billion in market cap.

@hiren222 near Nifty Jr

@WeekendInvestng What abt GOLD?

Last 20 years of the major indices Nifty Midcap 150: 15.1% CAGR Nifty Bank: 14.7% CAGR Nifty Next 50: 13.9% CAGR Nifty Smallcap 250: 12.9% CAGR Nifty 50: 10.8% CAGR 1L invested in Nifty index is now 7.7L 1L invested in Nifty index is now 16.5L With just 4% CAGR diff, over period the compounding effect is huge.

What would gold be worth if it had to back the money again? Take the gold reserves of the US, the euro area, the UK, Switzerland, Japan and China, and cover their broad money supply with it. At full M2 coverage, gold is just under USD 250,000 an ounce. Even at a quarter, over USD 60,000. Nobody is proposing this. It is a measure of how far the money has run ahead of the metal.

@prashantnarote No I don't think we had a rally of any major proportion. This will happen once you have a humongous rally, like many times if the index goes up in a short period.

@WeekendInvestng Sir do u think we r in the same situation where index will underperform for long time

Chinas large cap index went up 6x in 18months in 2005-07 period. It has not been able to cross that in the last 20 years. In India we cannot imagine such moves yet since we have not seen index stagnation for too long. (harshad mehta move is the nearest one) Your strategy needs to be ready for this.

Over the last 12 odd months, Berkshire is trailing S&P500 by a very wide margin Over 10 years they have performed similarly. Even for the worlds best fund manager, things can get rough at times.

@connectgurmeet home loan in India is cheap money on the table.

Met an old friend from mortgages. He shared this- in this correction he took a home loan top up for 1 cr at 7.5% for 20 years & invested in MF & stocks. His maths- total interest paid on loan over 20 years is 1.1 cr Value of 1 cr at 12-14% after 20 years is 11-14cr. Personally against leverage but the maths looks interesting!

@CAAnanyGoel @rajivmehta19 like fund managers taking favors to buy illiquid stocks from promoters into their funds... like fund managers taking favours to give transactions to particular brokers (out of the wider empannelled brokers) I could not survive that environment even 3 months

@WeekendInvestng @rajivmehta19 Like what sir. Tell something interesting

sci.gov.in/sci-get-pdf/?d… The Supreme Court’s judgment in Nilesh Shah & Ors. v. SEBI (13 July 2026) is a significant ruling on the accountability of mutual funds and their management. The Court makes an important point right at the beginning: while mutual fund investments are inherently subject to market risks, that disclaimer does not excuse misconduct, negligence, or regulatory violations by an Asset Management Company (AMC), its trustees, or its key officials. The case arises from SEBI’s enforcement action against #Kotak Mahindra Asset Management Company, its trustee company, and certain senior executives. The Supreme Court examines whether SEBI’s action was legally justified and clarifies the responsibilities owed to #mutual #fund investors. Key takeaway: Market losses are borne by #investors. But losses or risks arising from an AMC’s breach of its fiduciary duties or #SEBI regulations cannot be brushed aside as mere “market risk.” This judgment reinforces that: Mutual fund managers owe a #fiduciary duty to investors. Trustees are expected to actively safeguard investors’ interests. SEBI has the authority to hold AMCs and their officials accountable for #regulatory lapses. The standard “Mutual Fund #Investments are Subject to Market Risks” disclaimer is not a shield against regulatory #liability or misconduct.

USDINR heading for a All time High weekly close.

earnings multiple fail repeatedly in explaining what is hapenning and why

Most IPOs go through this slump post-listing. It's just rare for an IPO not to do this.