Ayub Khuhro @khuhro

Warrior in a suit. Joined April 2009

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252
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697
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506

Ahfaz Mustafa @ahfazmustaf

2 days ago

KOSPI is down 8 percent today and approximately 30 percent from its peak. KOSPI in an index not a particular scrip. The market capitalisation has dropped from 5.2 trillion dollars to around 3.6 ish. They make PSX volatility seem like child's play.

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Jensen Huang @JensenHuang

6 days ago

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. The world needs both frontier closed models and frontier open models. images.nvidia.com/pdf/Open-Weigh…

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Miftah Ismail @MiftahIsmail

2 months ago

Is Islamic banking Islamic? In my column I examine if Islamic banking in Pak is just based on interest rates or is it close to Islamic ideals. dawn.com/news/2005594

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Ayub Khuhro @khuhro

2 months ago

@AmerSharifOFCL Yield differential is too high between 1M/3M vs 12M. 12M is already come off from highs seems two weeks as war sentiments die down. Optimal play 20% 1yr TbIll and 80% in financial sector mutual with any amc till MPS or clarity on inflation/oil prices outlook

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Jeffrey Currie 🆔++ @CommodMkt

3 months ago

Welcome to the most asymmetric trade in modern financial history. The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade. Get long. Buckle in. Hang on for the ride. Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

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Ahfaz Mustafa @ahfazmustaf

4 months ago

915 pre open 930 trade match 932 open 937 halt 937 - 1037 samosa, chai, patties portfolio calculation etc etc. 1037 market open

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NADRA @NadraPak

5 months ago

A Digital ID is legally equivalent to a physical ID card. However, some offices and service providers are still asking citizens to present a physical card or photocopy instead of accepting the Digital ID available through NADRA services.

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Open Square Capital @OpenSquareCap

5 months ago

Goldman assuming that Strait of Hormuz reopens in 5 days. Flows normalize by mid-April. Q2 avg Brent price $76/bbl.

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Ayub Khuhro @khuhro

5 months ago

@AmerSharifOFCL For individuals I don’t think this would be Final Tax. It would end up as profit on debt and become part of normal taxable income + 7B if crosses 5mn

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Board of Peace @BoardOfPeace

6 months ago

The Board of Peace welcomes Pakistan as a founding member of our growing international organization.

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Aria Westcott @AriaWestcott

6 months ago

Google’s Gemini just killed consulting as we know it. Here are the 3 prompts I use to get McKinsey-grade answers instantly 👇

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Kevin Gee @kevg1412

6 months ago

New Mauboussin Paper morganstanley.com/im/publication…

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Rishabh @Rixhabh__

8 months ago

STOP TELLING CHATGPT “ACT AS AN EXPERT STOCK MARKET TRADER”. Bad prompt = Bad result. Use these prompts instead and see the magic:

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Ayub Khuhro @khuhro

12 months ago

@rogueonomist Fractionalized investment REIT fund for real estate appreciation with tax efficiency and liquidity

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Epic Maps 🗺️ @theepicmap

2 years ago

Thread of Cool Maps That Will Make You Amazed 🧵 1. All roads lead to Rome

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Ali Farid Khwaja @afkhwaja

2 years ago

Banking stocks up today on the back of @KASBSecurities research report on the sector. Great call by Fawad Basir. #pakistan #risingpakistan

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Elon Musk @elonmusk

3 years ago

Better version

Aaron Slodov @aphysicist

3 years ago

Milei's 2024 Davos talk, directly translated to English by AI (by heygen), in his own accent. Better than the dubbed version imo.

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Abdul Rehman Najam @ARNOfficiall

3 years ago

- $4Bn reserves - $30Bn repayments in next 2 years - Dynamics of new IMF programme - Political instability – elections/no elections?? - What will 🇵🇰🇵🇰 economy look like in FY24, can it continue like this? - How to prepare yourself 🧵 Let’s build some scenarios 🧵 1/22