Learning and Sharing

Joined June 2023
Replying to @BJP4India
For India to sustain its growth momentum and protect the purchasing power of its middle class, comprehensive fiscal reforms are urgent. The taxation framework needs structural corrections: eliminating Long-Term Capital Gains (LTCG) tax on investments, rationalizing GST rates
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Spider-Man Mural Project by doketv
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Credit card interest in India is already astronomical 42% APR +on top of that, 18% GST is slapped on the interest amount, pushing the effective burden to nearly 50%! ​Why treat it taxable "service" when standard loan interest is exempt? ​@FinMinIndia @PMOIndia @RBI @GST_Council
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AlphaBull retweeted
The Artist They Trust EUROPE 2026 TICKETS ON SALE harrymackofficial.com/shows
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Andhra’s cash-for-babies scheme for the 3rd & 4th child is dangerously misguided. We need a healthy & skilled population. Not a malnourished & poorly skilled populace. Invest in nutrition, schools & skills. @JaiTDP
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This is basically the upper-middle-class Indian endgame: make enough money that your contact with India becomes optional. Gated society, home delivery, remote work, one reliable maid, one dog, one car, and frequent vacations abroad when the background dysfunction gets too exhausting. This is a rational response to the daily friction of Indian urban existence.
I know a married couple who live in same society as I do. Both work from home, with a combined package of over 60 - 70 lakhs. Have a car but hardly go out. Have a pet dog and full-time house help. Rarely go out thanks to Blinkit, Swiggy, UrbanClap, etc. They take one foreign trip every 3-4 months. This is the new lifestyle that many urban couples are living today - either inside a gated society or a flight abroad.
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🚨A luxury store in Turkey is showcasing a yellow Balenciaga bag priced at $1,790, versatile and water-resistant. How much would you pay for it?
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This is the start of my thread on #Budget2026. Please be aware that I'm prone to dad jokes, meandering segues and in general, commentary that might not enhance your life in any meaningful way whatsoever. I've been doing this a while now, so if you're familiar, welcome back!
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India's govt is set to rake in ~$10B from LTCG tax this year. If we exempt LTCG entirely? Could unlock $100-200B in wealth creation via more investments, turnover & risk-taking. Plus, offset via higher consumption taxes, income tax & GST from booming activity! @PMOIndia
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AlphaBull retweeted
Apparently, in 2025, “reading Wikipedia and watching a podcast” now qualifies you as a historian, as long as you yell about “Indic frameworks” and tweet in caps. So let’s talk, slowly and academically, about why formal training in history is, in fact, necessary. 🧵
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Sunjay Dutt enters the fray in #Dhurandhar and a familiar tune immediately starts playing – a song that has won hearts for nearly 40 years now: Hawa Hawa. Today we tell you about the fascinating yet tragic story of its OG creator. 1/20
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Yesterday’s selloff was paper-led, not organic. As price fell, the spot–futures spread moved towards backwardation. That should not happen in a genuine risk-off liquidation. In an organic selloff, paper and physical stay aligned, Instead, we saw a paper–physical disconnect: paper was pushed lower while physical refused to follow completely That tells you the pressure was in derivatives, not in real metal. Paper can be sold infinitely. Physical can’t, and it’s quietly tightening beneath the surface again. #Silver
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(🧵 A Thread), Everyone Sees Metals Ripping. Nobody Understands Why Miners Aren’t. I Found the Missing Link. 1/10 #Silver is going vertical #Gold is surging. Metals look incredibly strong… So why are miners lagging? It’s the biggest confusion in the space right now. And the answer is far simpler, and more revealing, than people think.
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THREAD, We Just Discovered the Most Important Monetary Shift of the 21st Century, And Nobody Is Talking About It 1/13 ⚠️ What I’m about to lay out is not speculation. It’s a fully traceable sequence of geopolitical, financial, and market events that reveals a new global reserve structure being built outside the US dollar. A discovery that has never been discussed publicly. Read carefully. 🧵👇
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AlphaBull retweeted
Daily Commodity Chart Outlook and Technical Analysis Video Review Delivered to Subscribers Join us at goldeneyeanalysis.com Chat Room Free Trial on Discord: discord.com/invite/e4PEY2UcE… #GOLD #SILVER $DXY $GDX #URANIUM #COPPER #COCOA #COFFEE #NATGAS #PALLADIUM #PLATINUM $URA $WTI #CL #BITCOIN
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Replying to @johnkonrad
"AI Detectors" are Pseudoscience. đź’» They measure "Perplexity" (how surprised the model is by the text). Good writing has Low Perplexity (it flows well). The detector's logic: "This is too coherent to be human." It's an insult to human intelligence disguised as a security tool.
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Silver traders should be watching Beijing as closely as they watch charts The silver/gold ratio tends to move in sync with CNY/USD, and right now Chinese silver vaults are at their lowest levels in years. That’s happening while China slowly shows signs of stabilizing momentum. If the yuan starts turning up, it usually reflects stronger domestic demand and improving liquidity, conditions that historically make #silver react aggressively. A rising CNY + tight silver inventories is a powerful setup. Keep both on your watchlist.
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AQI is a western construct. India must have its own index -Bharatiya Air Quality Weather Administrative System (BAQWAS). Under BAQWAS, AQI of 250 will correspond to 1 on BAQWAS and this will be categorised as "Ati Uttam". Similarly AQI of 1000 will coresspond to 2, and this will be categorised as "Param Uttam". Smoke and its generation has been a part of our ancient rituals since time immemorial. It is Western culture that has now made us look upon it as something undesirable. BAQWAS will peak during Deepavali and winter and restore the pride we had lost due to this foreign imposed "AQI", which as we all know actually stands for Al Qaeda International.
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I was impacted by Meta layoffs today. As a Research Scientist working on LLM posttraining (reward models, DPO/GRPO) & automated evaluation pipelines, I’ve focused on understanding why/wehere models fail & how to make them better. I’m looking for opportunities; please reach out!
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Replying to @SuperDhaasu
Nilesh Shah on odd days perception management problem On Even days when his privilege is at stake bhad mein gaya perception
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