Parth

@business @mihirssharma @opinion Iran is letting Indian ships cross the Strait of Hormuz. We’re still buying Russian oil. We sealed a trade deal with the US. And we have rock-solid ties with Israel. If this is what you call a ‘position of weakness’… then I hope India stays this ‘weak’ forever.

@aravind This video by @JoeriSchasfoort agree that Peter Zeihan is wrong about China's collapse, but have different ideas about what happens instead

This a great read. And good counter arguments to Zeihan's arguments on continued US hegemony (and the decline of China) - which are also my views.

This is very thoughtful❤️@zerodha

@business @mihirssharma @opinion Iran is letting Indian ships cross the Strait of Hormuz. We’re still buying Russian oil. We sealed a trade deal with the US. And we have rock-solid ties with Israel. If this is what you call a ‘position of weakness’… then I hope India stays this ‘weak’ forever.

Indians are asking why their country is negotiating from a position of weakness, when all they have heard for years is stories of its strength, writes @mihirssharma (via @opinion) bloomberg.com/opinion/articl…

This needs to be addressed

@aravind Never is a strong word there are capable minds in the bureaucracy who are already aware of these narrative challenges. I'm optimistic they'll keep improving our capabilities.

@RageInvests We will never be ready.

All these hit job articles now by the GLISCO-DS influenced media (FT, Bloomberg, Reuters, Nikkei, etc) and its brown slaves who write and re-post such articles against India will come to a naught. These are useless globalist-communist-islamist propaganda using brown-sepoys whose ancestors were brutalized to epi-genetically make them enslaved to their ideology for generations. What's going to happen is a severe weakening of this China supporting GLISCO-DS soon due to US actions. And all these media and sepoys will succumb and switch sides shamelessly then. Still, India needs to be ready for the switch to ensure India's interests are included in these media then. Sitting passively like it doesn't matter doesn't help. Or someone else will write for us. Narrative is very important.

By virtue of my job I’ve met many of India’s new age content creators, entrepreneurs, builders. The babu/lala/me-myself mindset is gone. Most of these folks genuinely want to help and make things better. There’s raw intellectual, storytelling, and financial horsepower. We’re in good hands but it needs some time. And everyone can contribute. I mirror Caleb here: I feel optimistic.

@Buddyoaths @CodeGea78599083 @ankitatIIMA @stevenfiorillo

@RageInvests @CodeGea78599083 @ankitatIIMA @stevenfiorillo Hahaha Sorry for breaking this to you but do you think Guruji has that much time to entertain someone who is batting from the “other” team:)

My post on Friday regarding the estate tax proposal in New York got 600,000+ views, so clearly this struck a nerve. Some individuals asked me to back up what I said so I am going to discuss what happens when states push tax policy past the breaking point. Here is what the data shows and it’s worse than most people realize. According to IRS migration data, New York has lost $111 billion in net adjusted gross income over the last decade from residents moving to other states. That’s not hypothetical, that’s $111 billion in taxable income that used to fund schools, subways, police, and infrastructure that is now funding those things in Florida and Texas rather than New York. California lost $102 billion over the same period. Florida gained $196 billion. Texas gained $54 billion. That’s not a coincidence, it’s a pattern. Between 2018 and 2024, 561 companies relocated their headquarters across the country. The San Francisco Bay Area lost 156 corporate headquarters. Los Angeles lost 106. New York City lost 27. Meanwhile Dallas alone gained 100, Austin gained 81, and Nashville gained 35. This didn’t come to a halt in 2025 or 2026. Palantir $PLTR which was the largest publicly traded company in Colorado, announced in February that it was moving its headquarters from Denver to Miami. It was PLTR’s second move in six years after leaving Silicon Valley in 2020. The governor of Colorado said he found out through a social media post. ExxonMobil’s $XOM board unanimously recommended that shareholders approve reincorporating the company from New Jersey to Texas after 144 years at the vote in May. Exxon has physically operated out of Texas since 1989, and its CEO said Texas has created a policy environment that allows them to maximize shareholder value. Chevron $CVX completed its move from California to Houston. In-N-Out Burger is opening a 100,000-square-foot eastern headquarters near Nashville and is leaving California. These aren’t outliers anymore as this is becoming the new normal. It’s not just corporate headquarters moving. Entire financial ecosystems are relocating. Citadel, one of the most profitable hedge funds in the world, moved its headquarters from Chicago to Miami in 2022 and has been building out aggressively ever since. They’re constructing a massive new waterfront headquarters in Miami’s Brickell financial district. Elliott Management moved to West Palm Beach. Carl Icahn moved Icahn Enterprises from New York to Sunny Isles Beach. Cathie Wood’s ARK Investment Management relocated to St. Petersburg. Goldman Sachs $GS is building a $500 million campus in Dallas designed to house over 5,000 employees. JPMorgan Chase $JPM and Wells Fargo $WFC have both invested hundreds of millions into massive new campuses in the Dallas-Fort Worth area. Wells Fargo is also moving its wealth management division from San Francisco to West Palm Beach. NYSE Texas a reincorporation of the 143-year old Chicago Stock Exchange officially launched in Dallas in early 2025. The Texas Stock Exchange which is a brand new national securities exchange backed by over $160 million from BlackRock $BLK , Citadel Securities, and Charles Schwab $SCHW is set to begin trading by the end of this year. Nasdaq has also expanded its Texas presence with operations in Irving. When you have that level of financial infrastructure being built in a single metro area, that’s not a trend it’s an ecosystem being constructed from scratch to compete directly with New York. Each of these moves represents not just a company but thousands of high-paying jobs, billions in local economic activity, and a signal to every other firm still on the fence that states with competitive rather than restrictive policy are creating enticing operating environments. Currently over 1 million residents have left New York for other states since 2020 according to the latest Census estimates. International immigration has partially offset the population headcount, but it hasn’t replaced the tax base. The people leaving earn significantly more on average than the people arriving. Almost 1,700 millionaires changed their address out of New York in 2024 alone. Millionaires paid 44.6% of all personal income tax collected in the state last year. The proposed response to this fragility is to drop the estate tax threshold from $7.1 million to $750,000, raise the top rate to 50%, add a new 2% income tax surcharge on millionaires, increase corporate taxes, and add a capital gains surcharge. Under these proposals, the combined federal, state, and city top marginal rate on high earners in New York City would approach 54%. That’s a policy framework that ignores everything the last decade of data has told us. The Dallas mayor just publicly predicted an “avalanche” of NYC financial firms heading to Texas under these policies. Florida realtors are seeing a surge of inquiries from wealthy New Yorkers. Cities like Miami, Austin, and Nashville are building entire ecosystems including schools, cultural centers, and financial services clusters which are designed specifically to attract the people New York is pushing out. Ken Griffin and Stephen Ross just launched a $10 million campaign called “Ambitious Accelerated” to recruit more businesses to what they’re calling Florida’s “Tech Gold Coast.” They’re not waiting for New York to figure it out. They’re actively recruiting our talent, our capital, and our tax base. That’s what makes this moment so critical. We are in the middle of the most competitive environment for jobs, businesses, and investment that this country has ever seen. States are actively building infrastructure to attract employers and high earners. This is the time to compete, not to double down on the same policy approach that has been pushing wealth and businesses to lower-tax states for a decade. Texas entered its latest legislative session with a $24 billion surplus while having no personal or corporate income tax. Think about that for a moment, no personal or corporate income tax and they have a $24 billion surplus. Florida added more new businesses than any other state in 2024, with over 266,000 formed in a single year. These states didn’t create an attractive business landscape out of thin air. They made deliberate policy choices to create environments where businesses want to operate, where employers want to hire, and where working people can actually build something without the ground shifting underneath them every budget cycle. This matters because of what it means for everyday people. When a company relocates its headquarters, it doesn’t just move a sign, the entire company leaves, from the executive team to the support staff. It doesn’t stop there because that's only internal. Externally, all of the trades that may do work for the company will no longer receive those phone calls. The restaurants will no longer see those repeat customers. The tax revenue from those paychecks won’t be collected, and future job growth in the community from that company will cease to exist. When Dallas gained 100 corporate headquarters over six years, that meant tens of thousands of new jobs, new residents spending money, new homes being purchased, new small businesses opening to serve those people. That’s how local economies actually grow. That’s how neighborhoods stay alive, and when a corporate headquarters leaves a city, the exact opposite happens. The jobs thin out, the spending dries up, the small businesses that depended on that foot traffic start closing, and the tax base that funded public services shrinks. New York has every natural advantage in the world. The talent, infrastructure, culture, and institutions are all here, but it won’t be enough if the policy environment drives away the employers and investors who create opportunities for everyone else. The states that are growing right now aren’t growing by accident. They made a decision to be competitive. They kept tax burdens manageable, they created regulatory clarity for businesses, and they built an environment where employers want to expand and hire. New York has every tool to do the same thing. The question is whether the people making the decisions recognize that we’re in a competition and right now, we’re not acting like it. Here’s the part nobody in Albany wants to hear. The people who leave don’t just take their tax returns with them. They take their fundraising networks, philanthropy, job creation, and spending to a new economy. A city that once attracted the world’s most ambitious people risks becoming a place they leave once they’ve made it, or worse, a place they never lay down roots. That’s not ideology. It’s an economic reality that the IRS, Census, and corporate relocation data have been telling us. I said it in my first post, and I’ll say it again. When you tax people past the point where the math makes sense, they leave. When they leave, the burden falls on everyone who doesn’t have the resources to relocate. It’s time to take a common-sense approach to policy and make the great state of New York competitive again. New York has a decision to make. Either it continues down this path and alienates more taxpayers or it becomes more competitive. I love this state, but I am extremely worried for it’s future. We should be building a thriving ecosystem with an abundance of opportunities for New Yorkers, but instead we are pushing entrepreneurs and businesses to states that are more competitive with policy. Is this really the path we want to take not only for the current residents but for the next generation? @amitisinvesting @basispointpod @chamath @Jason @BillAckman @kevinolearytv @patrickbetdavid @PBDsPodcast

@Buddyoaths @CodeGea78599083 @ankitatIIMA @stevenfiorillo Time isn’t the barrier intellectual honesty is. Even Lord Krishna didn’t dismiss Arjuna’s doubts as “other team”; He engaged with patient, reasoned explanation through the entire Gita. True gurus illuminate through debate; gatekeepers just silence dissent.

@Buddyoaths @CodeGea78599083 @ankitatIIMA @stevenfiorillo Well if someone actually listened to my thoughts and explained theirs with reason instead of straight-up blocking me, I’d at least try to understand. I guess he hates people who questions him :)

@CodeGea78599083 @ankitatIIMA @stevenfiorillo @RageInvests only if you have a “white man telling” thingy going on:) Even if you are a radical in disguise ( hope not), you’re brain’s gonna stop functioning unless you are fully devoted 🙏

when everyone looks north, look south

@aravind If China ends up conceding to U.S. trade demands, can we say dedollarisation is a myth?

A week or so ago, I had posted exactly what Trump is saying now. He will delay China visit and trade deal signing (If China doesn't agree to US terms in trade deal). Why? This Middle East war is about China too. The US has already established leverage over China now using this war. Trump's going to use it. Mark this: - China will agree to buy US Agri products. - China will agree to re-start rare earth exports. - China will give the US trade concessions soon. According to main steam view, as you will read on FT, WSJ, Bloomberg, NYT, Reuters, China need not do all these concessions as they are the winners of this war and the US is anyway losing. According to them, Chinese ships are passing Hormuz and Suez without issues and the US has no say in it. But my view is, though it may look absurd now, the US is getting more control over both Hormuz and Suez using this war. It's like a chess where you put your pieces at risk to control what the opponents do. You can escalate or de-escalate as you want to cause trouble. No wonder Trump keeps reminding that Hormuz and shipping is "important for China." So you will soon see, China will agree to many US demands in trade. It will still be spun by these China compromised western media as a win for China somehow. Never mind that. If you want real objectives of this war, and why I keep saying the US is likely to wrap up the war by April (based on US-China trade agreement soon), read my attached post for, what I call, "conspiracy geopolitics."

@NC0330082368889 @ankitatIIMA If you call yourself the best geopolitical speaker in India but can’t explain the reasoning behind your statements then I guess I’m in the wrong place a place where herd mentality is preferred over questioning.

@ankitatIIMA @RageInvests Ankit Ji , do you really need to make people understand that de-dollarisation is a reality and it's happening at all levels ??? Even at this 2026, people making silly comments like debasement etc etc. Ankit Ji, it's folly to be wise where wisdom is folly 🤣🤣🤣😎😎😎😎

💥Meta is planning 15k layoffs Dollar printing off Fake job roles gone Fake payments gone Farmers and manufacturers will take back their valuations lost in the last 50 years Enjoy the Dedollarisation process

@Kmanoj72152325 If you didn’t just type “best fundamentally strong stocks sector-wise that have corrected 30–50%,” could you walk me through the research process instead?

Fair point on disclosure Yes I use AI as a research assistant to compile and structure data faster. But the stock selection, conviction, and risk assessment are all my own. AI helps me save time on formatting not thinking. Also the guide clearly says DYOR and not financial advice it’s a starting point for research, not a final investment decision. If it pushes more people to start researching stocks seriously, that’s a win

As promised sharing my complete research Top stocks & ETFs across 10 sectors : Defence, Banking, Data Center, Metals, Consumption, Capital Markets and more. All fundamentally strong. All corrected 20-30%. All long term opportunities. Capital issues or don't want single stock risk? Simply go for ETFs — no tension, stay invested, sleep well. For now — ETFs are the safest play. If Nifty hits 22,000 or below — that is where we start serious accumulation. Every few percent fall = we average more. That is how wealth is built. Coming days i will share high risk high reward small & midcap stocks below ₹200–300 with strong future growth potential. Those who want multibagger bets stay tuned. My picks are in the doc. Study them before investing. Not SEBI registered. Not financial advice. Do your own research before investing. If this work is useful to you please repost & quote so it reaches more people 🙏 Doc link: drive.google.com/file/d/1co42Of…

@Amonymous_2030 @ankitatIIMA @Ritesh705 Sorry if it came across that way I didn’t mean to imply “trust me because of CFA.” That wasn’t the intention.

@RageInvests @ankitatIIMA @Ritesh705 That's how it sounded when you said "I am a level 1 candidate". Americans are living from paycheck to paycheck. Why is Trump babu imposing Traffis? To make it worse? If $ is strong then they should free up imports like they had done for decades. What happened now?

@Ritesh705 @ankitatIIMA You exactly proved my point: because that money flowed into financial assets, it didn't chase consumer goods. That is exactly why domestic CPI hasn't crashed 50% in 5 yrs

There is a difference between what to think and how to think. Since the United States dollar is the global reserve currency, comparing it only with inflation can be misleading. Much of the inflation itself is driven by dollar expansion. Recently, large amounts of liquidity were created and a significant portion of that money flowed into S&P 500 and NASDAQ Composite, which is one reason markets there haven’t seen a major fall. A better comparison is with Gold, because gold has historically been a true store of value.

@ankitatIIMA @Ritesh705 I guess I will watch it to understand that perspective and then maybe we can start this conversation again. I’d also humbly suggest reading up on the difference between asset price inflation (Gold) and actual daily purchasing power (CPI).

@RageInvests @Ritesh705 Begin with the first video of 2022 on sattology to understand the role of gold and what currency and money concepts are.

@Ritesh705 @ankitatIIMA Agree with the export point, but using Gold instead of CPI to measure purchasing power is fundamentally flawed. I agree we need to rethink education maybe start by teaching people to actually understand a concept before replying, rather than stating something completely wrong

Study the issue properly and think from a 360° geopolitical and economic perspective. The RBI maintains the INR at a level that remains attractive relative to the US dollar because many sectors in India depend on the US as a major consumer market. If the rupee strengthens too much, those export-driven sectors could face serious pressure. Decoupling the rupee from the dollar-dominated system will take time. That’s why a more meaningful comparison is with Gold, since the dollar still functions as the world’s primary reserve currency. @ankitatIIMA We also need to rethink our education system. Too often it teaches people what to think, not how to think, which limits deeper economic understanding.