Japanese Yen at Historic Lows: The Carry Trade, Record Shorts, and What Comes Next
The Japanese Yen has collapsed to levels not seen since 1986. We break down the BOJ policy trap, the record CFTC net short positions, the carry trade mechanics, and what it means for Japan and global markets.
Investing in US from India: The Ultimate Macro Guide
A 2500-word deep dive into investing in the US stock market from India. We cover the AI monopoly, the USD/INR currency depreciation math, and LRS TCS tax realities.
The Unstoppable Rise of ETFs in India: How Passive Investing Took Over
A deep dive into the history, triggers, and explosive growth of ETFs in the Indian Stock Market. Understand why Indian retail investors are buying ETFs over active funds.
The SpaceX IPO Aftermath: $2.1 Trillion, Grok, and a $60B Coding Bill
SpaceX finally went public as $SPCX, but the prospectus math, a 4% float squeeze, and a surprise $60B AI acquisition have left public markets absolutely reeling.
The Myth of the 'Good Stock'
Unpopular opinion: a 'good stock' doesn’t really exist. Here is why timing, valuation, and sector rotation are the real keys to beating the market.
The SpaceX IPO Aftermath: $2.1 Trillion, Grok, and a $60B Coding Bill
SpaceX finally went public as $SPCX, but the prospectus math, a 4% float squeeze, and a surprise $60B AI acquisition have left public markets absolutely reeling.
The Myth of the 'Good Stock'
Unpopular opinion: a 'good stock' doesn’t really exist. Here is why timing, valuation, and sector rotation are the real keys to beating the market.
Japanese Yen at Historic Lows: The Carry Trade, Record Shorts, and What Comes Next
The Japanese Yen has collapsed to levels not seen since 1986. We break down the BOJ policy trap, the record CFTC net short positions, the carry trade mechanics, and what it means for Japan and global markets.
Investing in US from India: The Ultimate Macro Guide
A 2500-word deep dive into investing in the US stock market from India. We cover the AI monopoly, the USD/INR currency depreciation math, and LRS TCS tax realities.