MacroGuru

Outlook for #Nifty is quite bleak - Brent at 90+ - Hdfc, Reliance, Bandhan, Axis disappoint on earnings - Kharif planting is lagging - Inflation above RBI's band - Inr at all time lows - New Pharma tariffs announced by Trump - Domestic exposure is quite stretched on the long side - AMC's cash on hand is low ~ 4% - Nifty is below the Exponential 100 DMA #Nifty is setting up for a huge reprice lower

@ALBACapMgmt is that you?

As many of you will know, after the Taylor Woodrow broker call, this is my favourite YT clip of all time, starring yours truly. For the young un's that havent seen it...this is a must watch youtu.be/YVHY9nIPo6s?si…

@ALBACapMgmt That only happens if Trump Taco's, but its a tough look given the bodies of us soldiers just came back a few hours ago.

@ALBACapMgmt just buy the puts and save $$$

The ATM ES straddle for Monday expiry feels kinda cheap at 11.3pc with all the shit that is going on again now

Hey mainstream media, there is no he said/she said when you’ve got photographic evidence. Now you just need to grow a pair. Epstein‘s 50th birthday party was at Mar-a-Lago. The one with the card that Trump swears he’s never seen.

U.S. deploys B-1 bomber as attacks on Iran intensify - @BarakRavid The U.S. military used a B-1 long-range bomber on Tuesday to strike Islamic Revolutionary Guard Corps targets in Iran, U.S. officials said. Why it matters: It was the first time the U.S. conducted a B-1 mission since fighting with Iran resumed 12 days ago. Using B-1 bombers, which can carry two dozen 2,000-lb. bombs or dozens of cruise missiles, signaled a significant escalation and expansion of the U.S. military campaign. The B-1 can fly faster than the speed of sound at low altitudes while carrying the largest bomb load of any type of bomber. Amid a continued U.S. military build up in the region, President Trump is still considering returning to major combat operations against Iran. U.S. and Israeli officials say this could happen within days. Driving the news: The B-1 launched its mission from an airbase in the UK and was spotted on online plane tracking websites. The U.S. Central Command (CENTCOM) didn't announce the B-1 mission in its statement on Tuesday about the strikes that day. "CENTCOM assets targeted Iranian military operations centers, maritime capabilities, aircraft hangars, drone storage facilities, and military logistics infrastructure to further degrade Iran's ability to threaten commercial shipping in the Strait of Hormuz," the statement read. It's unclear what the B-1 attacked and whether the massive mission was more effective than other strikes over the last few days. The U.S. conducted several B-1 missions during Operation Epic Fury, hitting missile bases, command centers, weapons storage facilities and air defense systems. What to watch: U.S. officials said Qatari mediators are still talking to U.S., Iranian and Omani officials to try to reach a new deal to reopen the Strait of Hormuz and stop the fighting, according to sources with knowledge. One regional source said Iranian leadership hasn't accepted the latest proposal put forward by the mediators. axios.com/2026/07/23/b-1…

@datta_arvind Quality of life in south Indian cities like Chennai/ Hyderabad are far better than Delhi/ NCR

There is a India beyond Delhi and Gurugram.

Hormuz street kings.

Continuing to report this as rational or possible is actively irresponsible. Every article should make it clear how ridiculous it is

wow am i understanding this correctly? 1. put chinese models on the entity list. 2. force american companies to buy more expensive ai from american labs. 3. watch the rest of the world use cheaper models with equal or better intelligence. 4. discover that distillation did not magically stop because washington published a list. 5. make american businesses less competitive globally while raising prices for ordinary americans. 6. meanwhile none of this stops chinese ai labs from becoming better & better. congratulations you protected domestic ai companies by taxing the competitiveness of the entire country. what a colossal mess. someone please add order to this madness.

Chinese AI models are now being used more than U.S.-made ones

The equation of this war is clear: either all or none! In a region where we do not sell oil, no one will sell oil. If our security is not ensured, no infrastructure will be safe, and the security of the strait is in the absence of American forces. We have repeatedly said that the situation of the strait will not return to pre-war conditions. #OOTT

Weak sauce from BOJ. Crude goes up 15% and this is the best the can manage. Unless they hike in July, it will be the boy who cried wolf again. BoJ Is Said Open To Raising Rates Faster Than Every Six Months - BoJ Is Said Close To Stage Of Anchoring Not Spurring Inflation - BoJ Officials See Recent Yen Weakness As Upside Inflation Risk - BoJ Widely Seen Holding Interest Rates In July After June Hike

Kospi gonna take it on the chin. - South Korea Presidential Office: Believes Additional US Tariffs Possible Under Section 301

@DarioCpx Nice to see diesel trading at the same level as when oil was above $100.

The price of diesel might start going vertical if this last resistance is broken - just a FYI

Probably nothing.

@LarissaFernand @piyushchaudhry Strong like a sloth

@piyushchaudhry Nifty is strong, healthy, resilient.

NIFTY @ 24k