Mehul

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Mehul

Mehul

@risk_return

Macro guy, interested in equities, finance, geopolitics. Astrology enthusiast and unapologetic Hindu! 🙏

United States Katılım Kasım 2018
1.1K Takip Edilen371 Takipçiler
Mehul retweetledi
PVR Narasimha Rao
PVR Narasimha Rao@homam108·
Namaste friends, my second video with Swami Yogeshwarananda Giri (Swami Yo) is out. It's on Guru Dattatreya! We touched upon many things - stotras, mantras, Vedanta, Tripuraa Rahasyam, Anaghaa Devi, Navanaths etc. A stotra I mentioned for mind stabilization & focus may be useful to many seekers. Link: youtu.be/Qx70gE7QAMU PS: Prediction videos tend to get a lot more attention than spiritual videos. 😢 This is a nice video and PLEASE spread the word! 🙏🕉️🙏
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Mehul@risk_return·
@abhijitmajumder Sapne vs everyone..prime season 2 and season 1 on youtube
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Abhijit Majumder
Abhijit Majumder@abhijitmajumder·
Please suggest an unputdownable new OTT series.
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Global Homa Fellowship
Global Homa Fellowship@GlobalHoma·
Mumbai 20th June 2026, as of now. Please wait for the final details in the registration form.
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Mehul
Mehul@risk_return·
@wolfejosh Also, India has now stopped exporting sugar! Thats second largest exporter getting out of the market! Aint seen nothing yet
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Josh Wolfe
Josh Wolfe@wolfejosh·
Excerpt from our just published quarterly LP letter hormuz > fertilizer shortage > seasonal crop miss > stocks/buffers drawn down > food crisis > combined with existing migratory pressure on EU periphery = bigger than expected economic shock to EU and maybe worse…
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Josh Wolfe@wolfejosh

1/ Preview of a speculative hypothesis hormuz > fertilizer shortage > vulnerable food supply chain > food insecurity > existing migratory pressures exacerbated > peripheral country crisis in EU =mkts 📉 unassimilated immigrants + rise of Right > violent clashes in EU =mkts 📉

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Saraswati Films
Saraswati Films@mmpandit·
See, let me caution against this belief that the problem is due to an entity. I understand your belief is like that now, but I would still say it is far far better NOT to believe that an entity is present. Why do I say this? Ans: Because a calm mind is the biggest weapon in favour of yourself and the calming of the mind to nth extent has the ability to calm your entire body and breath complex down. OTOH, my experience of the last 30 years is that the more you believe that some xyz entity is present, the more your mind will become weaker and more the trouble inside your head. Therefore: I prefer to keep cool and chant Hanuman chalisa x 21 daily, or Chandi Kavacham x 3 or 5 or more times daily and so on. You see, I believe completely (100%) in the phalashruti of all the Stotras and mantras. I totally believe that if I chant it, one day, God will sit beside me and hear my chant. Maybe not today or tomorrow but one day will come when God will hear me. That day 0 will become 1. Therefore not to worry but do sadhana. Secondly, why to worry about removing something like an entity? That procedure is called Ucchatan, but again in my experience, a request to most of those things suffices far better. Ucchatan requires lot of specific sadhana and that most of normal people cannot do (I know of someone who was doing Ucchatan of others and khud ka hi ucchatan h gaya)… so. Remember we are all coming to earth empty handed and we will depart empty handed also. Then why so much worry? Why to think so much? If Devata has created some situation in the life, let the Devata worry about it. What will the worry of humans do? Answer is Nothing. So… believe me when I say key Bhagwaan is all powerful, but you must believe it with every fibre of your being. Entity ko if you have not seen with own two eyes, do not believe it unnecessarily. Mahadev!
Kishan@IshanMishra2002

@mmpandit Mahadev sir, we can do the same if there is some entity in our house ( told to me by one senior who was predicting what surroundings I have, which was going true while on call and said that some entity is watching me and he/she resides in my house prior to its construction)?

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Gavin Baker
Gavin Baker@GavinSBaker·
Absolutely true — I was meeting with those same telco equipment guys regularly in 2000. Also irrelevant to the point I was trying to make. Back then, supply could largely keep up with demand because there was massive underutilized wafer capacity coming out of the 1998 Asian crisis that could ramp quickly. The relatively quick supply response led to an overbuild, which caused the crash as the overbuild was largely debt funded which required an immediate ROI for the CLECs to service their debt. There is no comparable slack in the system today. Leading edge wafers and power are both structurally constrained, and neither can be turned on in a matter of months. That’s the core difference imo. And obviously the largest buyers of compute will have no trouble servicing their debt anytime in their near future. I might be wrong, we might be in a bubble, you might be right, time will tell. Good luck!
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Bespoke
Bespoke@bespokeinvest·
The S&P’s cumulative A/D line made a new high in the last month but has been trending lower since then as price has continued higher. During the Dot Com run up, the A/D line actually peaked in April 1998 then plummeted as the bubble exploded for the next year and a half…
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Mehul
Mehul@risk_return·
sure there are drawdowns, but 12 m and 18 months return positive. 2007 is the black sheep #spx
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Mehul@risk_return·
@mmpandit Pranaam. Thats correct. The weak Yen works in the favor of Japanese exports. The problem India is has, is that its not an ‘goods’ exporting country on that scale, we mostly export services. However, weak currency also raises inflation risk, which the Japanese eco is also facing!
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Saraswati Films
Saraswati Films@mmpandit·
🙏🏽 See 100 Rs to 1 USD is actually not such an issue. The thing is Indian market should be ready to exploit the weakness of the Re. Yen is also weak compared to USD. Do they complain? No. Why? Because they are able to use that weak yen to advantage. That’s what India will have to learn. Rather than intervene.
Maitreya@Astro_guidance

@mmpandit Wait till the end of year Manishji. Rupee will start appreciating. RBI will not allow it to reach 100. They will intervene.

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Raj
Raj@idfcwau·
Vijayant Kohli (Ba***ds of Bollywood Actor) in his latest interview 🎙️When he was about to video call his daughter at 4 AM, SRK stopped him and said: “Never videocall a woman directly. First ask if she’s comfortable.” "During Gauri Khan’s birthday party at Mannat, my daughter Mayra couldn’t attend because of her exams. At 3:30 AM, I told Shahrukh Sir that Mayra was probably still awake. He asked, 'Can we FaceTime her?' As I was about to call her directly, he stopped me and said, “Never call a woman on camera directly. First ask if she’s comfortable.” I then called my wife Reena, told her Shahrukh Khan was going to video call and to get ready. At 4:00 AM, Shahrukh Sir personally video called them. Can you imagine? Esi Esi cheeze kar jaate hai woh ki aap bikhar jaate ho"
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Mehul@risk_return·
@KrisAbdelmessih Making money on put spreads is good but, you need to size it right. Due to high volume on way down, you end of getting fraction of what its actual worth? Unless its really liquid like SPX. True?
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Kris
Kris@KrisAbdelmessih·
It is well within the meat of the distribution for SNDK to get cut in half this year. That's just a good baseball player's chance of getting a hit or a typical NBA player hitting a 3 in a game (or missing a 3 in practice)
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Kris
Kris@KrisAbdelmessih·
Appreciating what high volatility means... SNDK is up ~40x in a year. The vol has justifiably exploded. If you want to bet on it halving by December (ie up 20x from where it was a year ago), the put spreads offer only about 2-1 odds...
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Saraswati Films
Saraswati Films@mmpandit·
Mahadev! Yes. Absolutely!
Mehul@risk_return

@mmpandit @Doctorahead Pranaam. Ganesh Atharvashirsha is also amazing! Pronunciation is the key. Grateful to you for introducing that to me 5 years ago! 🙏

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Mehul@risk_return·
@mmpandit @Doctorahead Pranaam. Ganesh Atharvashirsha is also amazing! Pronunciation is the key. Grateful to you for introducing that to me 5 years ago! 🙏
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Saraswati Films
Saraswati Films@mmpandit·
🙏🏽 Shastra Pramana for Ganesh Sahasranaam for all that one desires.
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Saraswati Films
Saraswati Films@mmpandit·
So, here is the absolute Shastra Pramana for Ganesh Sahasranaam for women and all 4 varnas. Plus it says that for wealth, Ganesh Sahasranaam is superb!
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Mehul@risk_return·
@CryptooIndia If the govt is looking to monetize the gold, Then why would he ask to not buy the gold?
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Crypto India
Crypto India@CryptooIndia·
BREAKING: 🇮🇳 Zerodha’s Nikhil Kamath backs gold-backed stablecoin for India, warns dollar-linked crypto could strengthen US dominance.
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PVR Narasimha Rao
PVR Narasimha Rao@homam108·
Happy Mother's Day to all Mothers out there! 🙏 या देवी सर्वभूतेषु मातृरूपेण संस्थिता। नमस्तस्यै नमस्तस्यै नम्स्तस्यै नमोनमः॥ yā devī sarvabhūteṣu mātṛrūpeṇa saṁsthitā | namastasyai namastasyai namstasyai namonamaḥ || Meaning: I bow to Her, who is stationed in all beings as the motherly instinct! PS: In Indian tradition, one should remember & be grateful to Mother everyday. Special days for various people/things were created in the modern world mostly as a marketing ploy. Nonetheless, one can go with the flow and celebrate. 🙏
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