Over the past month, several major Indian companies missed their earnings expectations, hinting at larger economic challenges.
In this thread, we’ll explore what key high-frequency economic indicators are revealing about India’s current economy🧵👇
Between May and September, auto sales struggled with weak demand. But October brought a festive cheer. two-wheeler sales shot up by over 36% compared to last year, while cars and SUVs saw a solid 33% jump.
Other segments, like three-wheelers and commercial vehicles—trucks, buses, and transport vehicles—also experienced strong demand. The only outlier was tractor sales, which continued to lag.
Ante la noticia que hemos conocido hoy relativa a la apertura de un proceso penal contra la presidenta de AEMET por lo sucedido en Valencia el pasado 29-O, desde la asociación meteorológica del Sureste-AMETSE queremos manifestar lo siguiente:
1°- Como ya se ha explicado repetidamente desde cuentas como la de @AEMET_CValencia, la previsión meteorológica resolvió de manera bastante aproximada lo que finalmente sucedió, emitiendo avisos de nivel 🔴 a las 7:36 am del 29 de octubre en la zona más afectada.
2°- Judicializar una predicción meteorológica era lo último que nos quedaba por ver. Imputar judicialmente a un meteorólogo por un supuesto fallo en la previsión (y que encima en este caso no fue tal) es un insulto a la ciencia meteorológica y a quienes saben como esta funciona.
Something crazy is happening in money - you might want to give this thread 🧵5 minutes.
Moneys value is being printed away - we all see the absurd inflation.
But one company may have found a way to create an infinite money glitch. Actually free money - forever.
#MSTR
Why would you care? Well let's assume you are a comfortable middle class person who had a spare $100,000 and you invested in MSTR The day before Trump won.
This is what your daily returns would have looked like:
Nov 6: +$13.1k
Nov 7: +$5.7k
Nov 8: -$171
Nov 11: +$30.5k
Nov 12: +$7.2k
Nov 13: -$12k
Nov 14: -$312
Nov 15: +$5.7k
Nov 18: +$19.4k
Nov 19: +$20k
Today: +$26k
Total + $115,101 - In two weeks!
(This isn't directly a Trump Trade stock - but his win unleashed a more positive sentiment)
During COVID, when money printing went wild, a small NASDAQ company: MicroStrategy (MSTR) realized its $400M cash was losing value fast.
Rather than take the hit or return the cash to shareholders, they converted it into Bitcoin.
Bangladesh-Based Terr0rist Group Funding Love J!had Operations in West Bengal!
These groups are operating in West Bengal, targeting Hindu girls, entrapping them, brainwashing them, and traff!cking them to Bangladesh.
A Must-Read Thread! 🧵👇
Let us make one thing clear : this thread is entirely based on true events, supported by substantial evidence.
Our intention is not to hurt any religious sentiments but to raise awareness within our community and protect people from falling into such traps.
CC : @NIA_India
Numerous cases of Love J!had are emerging from across India, but this time, we uncovered links to Bangladeshi terr0r networks and human traff!cking. We began our investigation, gathering extensive reports from chats and groups, focusing on incidents in West Bengal (Murshidabad to Kolkata). While we couldn’t obtain all the details, we have done our best to uncover and present what we could.
I’m at Stanford and I research software engineering productivity.
We have data on the performance of >50k engineers from 100s of companies.
Inspired by @deedydas, our research shows:
~9.5% of software engineers do virtually nothing: Ghost Engineers (0.1x-ers)
How do we know 9.5% of software engineers are Ghosts?
Our model quantifies productivity by analyzing source code from private Git repos, simulating a panel of 10 experts evaluating each commit across multiple dimensions.
We've published a paper on this and have more on the way
We found that 14% of software engineers working remotely do almost no work (Ghost Engineers), compared to 9% in hybrid roles and 6% in the office.
The legitimacy you give to corrupt institutions is the weapon they use to hurt you.
One of their main weapons is pedo/hooker stuff.
This is kind of about Gaetz but not really. It’s about more than that.
Let me explain:
The System knows your values and knows how to use them against you. (This isn’t unique. Evil systems have operated like this forever.)
One consistent value in good people is their natural revulsion to anything harming a child. That’s good.
But the System knows there’s opportunity there. Opportunity to manipulate you. You see, they only need to investigate something to have the stain stick on their intended target. This is because normal people won’t look into things.
I ran OSHA 2009-2017, and am now often asked what will happen to #OSHA in the coming Trump administration. In this longish🧵, I try to summarize what happened during Trump I and begin to predict Trump II, recognizing that this one could be wildly different than the last one. 1/
Generally, Republican administrations stop work on OSHA heath standards. Under GW Bush, OSHA issued only one health standard, for the carcinogen hexavalent chromium, only because it lost a suit by @Public_Citizen and a federal court required it. 2/
After the 2009 H1N1 influenza pandemic, we started work on a standard to protect healthcare workers from airborne & skin pathogens (#OSHA already had a bloodborne pathogen standard). The proposed rule was scheduled for Oct. 2017, but the Trump I team stopped work on it. 3/
The Golden Bull Begins: Bitcoin is ripping through resistance like toilet paper, making new all time highs almost every day now.
Is the Golden Bull market finally here?
A THREAD: 🧵👇
Within hours of Trump being officially elected to the Presidency, Bitcoin soared to fresh all-time highs, buoyed by the hopes of crypto industry reform that was promised by the billionaire politicians just a few months ago.
During a speech at the Bitcoin Conference in late July, Trump had promised several key reforms to the crypto industry, including firing the unpopular Gary Gensler, which was met with roars of elation from the crowd.
Are you ready for a Trump tariff thread and what this means? This is going to be a bit of a technical one but I'll make it easy & fun & we'll go through literature & analysis.
We start with the basics. How does tariff work? First, as you know, the US is a big free trader. Still is despite tons of tariffs on China. So goods in the US generally are tariff free to import & hence proliferation of foreign goods in the US.
But that being said, it does impose tariffs & duties. Sometimes overtly targeting a specific product to protect domestic sector due to lobbying. Anti-dumping duties is an example. A country that is not a market economy is an easy target (China, Vietnam) as u can say those countries have subsidized excessive production & hence duties.
But comes Trump. He has been consistent since the 1980s about the US trade deficit which he has railed against in public interviews and what does he do.
He started a US-China trade-war on washing machine duties.
Before we talk about what has Trump 1.0 (=first term 2017 to 2020) & Biden (2020 to 2024) done in terms of tariffs, I want to talk about the practicality of WHO PAYS FOR TARIFFS.
The IMPORTERS pay for tariffs. By that, American importers pay for tariffs. So when an item say costs 100 goes to 125 because of a 25% tariffs, there are a few things that COMPANIES that import can do.
They can PASS ON that cost to CUSTOMERS (buyers of goods). They can ABSORB that cost. They can FIND A NEW SOURCE to import. Or the SELLER can make the item cost 80 or a 20% reduction of previous price to then when the seller pay 25% that is just 100 BUCKS of import costs so the SELLER ABSORBS this margin compression.
That 25% goes to the IRS as government revenue. Who pays for it? Well, it depends on who ABSORBS THAT COSTS of 25% but surely 25% tariffs happen.