21 Jun 2024
The 3 Elements of Nalanda's investment strategy
1. Avoid Big Risks 2. Buy High Quality at a Fair Price 3. Don't Be Lazy; Be Very Lazy Source: Investment Books (Dhaval)
21 Jun 2024
Reverse Repo has been falling off a cliff... Going from +$2300 billion to under $400 billion in just 1.5 years
Source: Game of Trades
21 Jun 2024
Which commodities protect against different inflation shocks? Goldman regards GOLD as a decent hedge
Source: Goldman Sachs, Ronnie Stoeferle
21 Jun 2024
There was no support for the markets from the liquidity side this week
US liquidity shrank by $50bn as bank reserves saw the largest drop since April tax deadline. Source: Bloomberg, HolgerZ
21 Jun 2024
Imagine two neighbours. A decade ago one invested $10k in Nvidia $NVDA and the other invested $10K in Intel $INTC
One would have $2.9 million today, while the other would have $13,420. It's likely they'd no longer be neighbours... 🤣 Source: Koyfin
21 Jun 2024
Short interest on the $SPY SPDR S&P 500 ETF and $QQQ Powershares Nasdaq 100 ETF as a % of shares outstanding is at record low levels
Source: JP Morgan
21 Jun 2024
MicroStrategy has acquired an additional 11,931 BTC for ~$786.0M using proceeds from convertible notes & excess cash for ~$65,883 per bitcoin
Here's how these things are doing since Michael Saylor microstrategy $MSTR started buying bitcoin $BTC Source: J-C Parets
21 Jun 2024
Gautam Adani is uber-bullish on indian equities "There has never been a better time to be Indian"
Source: Nikhil Oswal
