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Punit J @pjiw77

Views are Personal. Not Sebi registered. Mumbai Joined April 2020
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Punit J retweeted
Iamsamirarora Profile Picture

Samir Arora @Iamsamirarora

2 weeks ago

BUY because the results are good BUY because the results are temporarily bad BUY because the results are bad but next year they will be good BUY because the results are so bad that they cannot get any worse BUY because one day the results will be good

Punit J retweeted
Health_z_wlth Profile Picture

Dr. Vijay Pahwa @Health_z_wlth

3 weeks ago

Indian manufacturing will work only if we are able to manufacture at lower costs. Right now, manufacturing is working bcz of high import duties. Without the import duties, Indian manufacturing is a dead man!

Punit J retweeted
heresyfinancial Profile Picture

Joseph Brown @heresyfinancial

2 months ago

It's possible the next round of QE will not show up on the Fed's balance sheet Instead, it could be carried out by banks themselves Here's how a change to banks leverage rules could bail out the US government 🧵👇🏼 The US Government currently owes $34 trillion - not including…

Punit J retweeted
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Sunil Singhania @SunilBSinghania

2 months ago

Single day mkt cap gain in Nvidia = India’s largest co Reliance Inds total mkt cap. 😀😀 Indian markets have a long way to go #bepositive ⁦@AbakkusInvest⁩

Punit J retweeted
MikeCristo8 Profile Picture

MikeCristo8 @MikeCristo8

5 months ago

🚨🚨🚨The FEDERAL RESERVE IS INSOLVENT 🚨🚨🚨 🚨IT WILL ALL BLOW NEXT WEEK🚨 🚨🚨🚨LET ME EXPLAIN 🚨🚨🚨 The Fed lifted $2.3t of MBS off banks balance sheets when Fed started raising rates. The Fed created $2.3t in reverse repo. The Feds assets are the MBS ($2.3t) which are…

BossBlunts1 Profile Picture

The Butcher of Wall Street Marcel Kalinovic @BossBlunts1

5 months ago

🚨🚨🚨The FEDERAL RESERVE IS INSOLVENT 🚨🚨🚨 🚨IT WILL ALL BLOW NEXT WEEK🚨 🚨🚨🚨LET ME EXPLAIN 🚨🚨🚨 The Fed lifted $2.3t of MBS off banks balance sheets when Fed started raising rates. The Fed created $2.3t in reverse repo. The Feds assets are the MBS ($2.3t) which are…

Punit J retweeted
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Vishal Vardhan @microcp2mltibgr

5 months ago

If this can become Vodka then you and your stock can become anything you want to be, you just need to have that trust factor with you!!!

Punit J retweeted
3F_Research Profile Picture

3Fourteen Research @3F_Research

5 months ago

A composite of the average Fed Cycle would cause the following ordering/timing of events: -March = First cut (8 month pause), -June = Recession starts, -October = Market bottom, -Feb 2025 = Earnings bottom This is NOT a prediction - only a tool to understand what is "normal"

Punit J retweeted
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Value | Compounding @oldschoolinvest

6 months ago

Every second SME company is growing their sales and profits with an increase in receivables, thus posting a negative cash flow. More than half of the balance sheets are cooked, P&L statements are manipulated. P.S: This SME euphoria will end soon.

Punit J retweeted
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Balaji Vaidyanath ⚡️ @nbalajiv

7 months ago

Aggregate QSR market-cap in India: ₹91,000 crs (Devyani, Sapphire, Jubilant, RBA, Westlife) Aggregate profits: ₹600 crores! 150x! If loss pool is excluded (Burger King), PE drops to 100x.

Punit J retweeted
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trader @TicTocTick

9 months ago

Worst nightmare for Powell? Inflation doesn’t come down. GDP doesn’t go up. Can’t cut rates. Can’t raise them either.

Punit J retweeted
_ThirdSide_ Profile Picture

ThirdSide @_ThirdSide_

10 months ago

When specialty chemicals were the flavor. The sector had seen steady rerating over FY2013-19 on (1) expectations of Indian companies making ‘easy’ gains through China+1 and (2) delivery of strong and profitable growth. However, the assumptions of consistent growth from the sector…

Punit J retweeted
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Wall Street Silver @WallStreetSilv

a year ago

😮 Homebuyers with credit scores of 680 or higher will pay ~$40 per month more on a home loan of $400,000. Buyers with down payments of 15% to 20% will get socked with the largest fees. Buyers with riskier credit ratings and lower down payments will get lower rates and fees.

Punit J retweeted
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Genevieve Roch-Decter, CFA @GRDecter

a year ago

Investors most underweight stocks versus bonds since 2009 according to Bank of America. Bullish.

Punit J retweeted
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BhartiyNiveshak @BhartiyNiveshak

a year ago

Stocks keep breaking out with proper follow throughs then you try to participate in that managing risk. Rally is for real or is it just dead cat bounce will be known only once it happens. There is cost for that confirmation. Learn to live in uncertainty and thrive.

Punit J retweeted
chigrl Profile Picture

Tracy (𝒞𝒽𝒾 ) @chigrl

a year ago

Global copper stockpiles will deplete by August if the present trend continues

Punit J retweeted
jimcramer Profile Picture

Jim Cramer @jimcramer

a year ago

Short this nasdaq and invite me to your funeral

Punit J retweeted
vka27 Profile Picture

🇮🇳 VKA @vka27

a year ago

Yesterday into weekend move has many guessing what was it jobs + SVB winding up etc etc Putting forth my reading of the same That’s Dxy , Dow , US10Y, Gold , XLF etf Once jobs data hit the wires at 7pm IST , dollar sold off sharply and so did 10Y while xlf Dow and gold…

Punit J retweeted
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Idi Srinivas Murthy @IdiSrinivas

a year ago

#SiliconValleyBank VCs grouped into a bank. Bank invested in/ lent to many startups- lots r underwater but VCs made money in process & deposited in same bank Bank has ‘blown up’ Now Fed must bailout depositors (VCs, startups).Else bank run destroys US financial system. WOW 👌

altcap Profile Picture

Brad Gerstner @altcap

a year ago

#SiliconValleyBank VCs grouped into a bank. Bank invested in/ lent to many startups- lots r underwater but VCs made money in process & deposited in same bank Bank has ‘blown up’ Now Fed must bailout depositors (VCs, startups).Else bank run destroys US financial system. WOW 👌

Punit J retweeted
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BSunil @BSKumar0304

a year ago

@Prakashplutus #SVB Dec'23 target prediction $375 by JPM

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