Anshuman Mishra
20.3K posts








Billionaire Michael Milken joked “if a US company replaces the US-born CEO with a CEO born in India, I buy the stock” But he reveals he hasn’t backtested the idea. So we did. In the last 15yrs, that would’ve 50x’d your money: 7.5x more $$ and >2x IRR vs S&P500: 30% vs 14%!

The world is already 1 billion barrels short, because of the closure of Hormuz. 1 billion barrels. That is the arithmetic of extortion. Every day the Strait is held hostage, the costs go up... for families, farms, factories and economies around the world. Return freedom of navigation. No conditions. No delay.

1/ Owing to high barriers to entry, India’s lodging and hotels industry has become a cartel that raises prices at will and fleeces customers. India’s luxury hotel average daily rate (ADR) in Mumbai and Delhi now rival those of New York and London. Absurdly enough, the financial press sometimes celebrates this as some triumph of Indian hospitality. It is nothing of the sort. High prices are the unmistakable stamp of a supply-constrained market in a low income country, which should actually have a very competitively priced and deep pool of lodging options. The hotel industry is a structural failure being hyped as a success.

So you’re telling me an Islamic country that has Sharia Law and appointed an ambassador to Iran for Pakistan who is on the FBI most wanted list isn’t trustworthy?? This is embarrassing at this point. Enough of the pretend ceasefires and fake negotiations with savage Muslims.

Scoop via @CBSNews: As Pakistan positioned itself as a diplomatic conduit between Tehran and Washington, it quietly allowed Iranian military aircraft to park in its country, potentially shielding them from US airstrikes, sources told @JimLaPorta and me. Days after Trump announced the ceasefire in early April, Tehran sent multiple aircraft to Pakistan Air Force Base Nur Khan. Among the military hardware was an Iranian Air Force RC-130, a reconnaissance and intelligence-gathering variant of the Lockheed C-130 Hercules tactical transport aircraft. cbsnews.com/news/pakistan-…







