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@riteshmjn "@KhushinderMohan Kuchh nahi hone wala everybody will be bailed out "
X Link @riteshmjn 2025-10-16T18:22Z 42.7K followers, XXX engagements

"They cant stomach any correction. White House Official Greer says financial markets will "calm" in the coming week"
X Link @riteshmjn 2025-10-12T16:40Z 42.7K followers, 69.6K engagements

"Good time to remind that Bitcoin is still acting like risk asset whereas Gold is acting like a neutral reserve asset"
X Link @riteshmjn 2025-10-16T18:27Z 42.7K followers, 7139 engagements

"This is not green . these are all red bond yields are in green. bond prices are in red. Japan and Czechs have elected bigger version of Trump bigger govt. more spending"
X Link @riteshmjn 2025-10-06T13:18Z 42.7K followers, 17.8K engagements

"Just some numbers. US fiscal deficit is around $X Trillion USD. If Gold goes to $8000 then the value of holding with US treasury ( currently valued at $XX for ounce) will be valued at $X Trillion. US treasury can effectively ask Fed to MTM the gold at $8000 and get $2Trillion USD in its account effectively wiping out X year of Fiscal deficit. Not that it is going to happen but putting some numbers over here"
X Link @riteshmjn 2025-10-16T20:16Z 42.7K followers, 11.6K engagements

"Finally some progress. Slowly and then suddenly"
X Link @riteshmjn 2025-10-14T01:18Z 42.7K followers, 13.8K engagements

"Between 15-20% of US govt tax revenues come from capital gains. In India it is between 2-3%. Any sustained fall in U.S asset markets will threaten the total tax collections in United States. Having markets rise year after year is of national security importance to United States otherwise fiscal deficit will blow out further. So United States govt is more worried about markets falling more than you and me"
X Link @riteshmjn 2025-10-11T15:16Z 42.7K followers, 65.7K engagements

"As I wrote X months back So one shoe of equity valuation adjustment has happened but the other shoe of overvalued currency is yet to drop. RBI under the new governor understood the problem and allowed currency to find its own way. We are slowly getting there"
X Link @riteshmjn 2025-10-12T00:58Z 42.7K followers, 15K engagements

"But this is also the real problem with India now . 1998-2024 the nominal GDP was average of XX% What IMF is projecting plus inflation in India. leads to 8.5-9% nominal GDP not enough for companies to invest not enough for Job growth and certainly not enough to sustain current valuation premiums"
X Link @riteshmjn 2025-10-14T19:04Z 42.7K followers, 37K engagements

"Implications You already saw what empty minds can do right Look at Bangladesh & Nepal and attempts taking place in India because 👇👇👇is a fertile ground to torment trouble. Hence fiscal austerity is not the future because the governments will be over thrown anarchy will prevail. Western world is more finkncialised and youth unemployment in US and Canada is also in double digits. One thing you can certainly say about politicians . they want to be re-elected and thats why more spending across the world is baked into the future"
X Link @riteshmjn 2025-10-08T11:36Z 42.7K followers, 9762 engagements

"Just updating the view. nothing has changed Investors are bearish oil and positioned accordingly. Investors are now Massively Bullish precious metals but not positioned for the rally. Now I am hearing from credible sources that central bankers in few countries have a quota to fill in GOLD over next few months. meaning they will be buying GOLD (and reducing USD and UST) irrespective of the price over next few months. I was told that within next few years GOLD will move from household from central bankers (as HH sell at every rise) and will be used only for net settlement for trade balances"
X Link @riteshmjn 2025-10-16T16:14Z 42.7K followers, 22.5K engagements

"Golds biggest drawdown the last XX years is XX% XX years and Bitcoins had four drawdowns of XX to 80%. So its just not credible. Who could put real money into something that drops XX% every couple of years @Convertbond in an interview with @ttmygh"
X Link @riteshmjn 2025-10-11T02:42Z 42.7K followers, 24.5K engagements

"I love it Perth mint sold out Canada silver is sold out. For years I have only seen Bullion bankers taking retail public to cleaners by manipulating the price lower . I am happy to see the Revenge of a common man"
X Link @riteshmjn 2025-10-13T16:09Z 42.7K followers, 31.7K engagements

"Massive contracts will be given out for rebuilding of Gaza. Since the peace is negotiated by U.S. and allies most contracts will go to western countries. Pakistan which has been courted off late by U.S. along with other not so rich gulf countries will overwhelmingly support the initiative as peace keepers"
X Link @riteshmjn 2025-10-13T17:39Z 42.7K followers, 33.6K engagements

"And it starts now. Massive contracts will be given out to connected entities in both gaza and Ukraine. War is good business Because reconstruction is a better better business"
X Link @riteshmjn 2025-10-13T21:48Z 42.7K followers, 13.5K engagements

"New XX week low for bond volatility index. New XX weeks high for global equity index. Central bankers are actively suppressing bond volatility which is helping expand equity P/E multiples"
X Link @riteshmjn 2025-09-12T00:54Z 42.6K followers, 11.2K engagements

"You might be taking on your ego that INR continues to depreciate against USD. This is the news headline from Reuters India's September gold silver imports nearly double despite record prices sources say My X cents There is nothing to get worried about think of it this way . Indians are shorting USD via INR to go long Gold. I mean what is wrong in that. An average Indian is becoming rich everyday . short INR short USD . long Gold"
X Link @riteshmjn 2025-10-08T11:58Z 42.7K followers, 39.6K engagements

"I had the opportunity to share my updated macro views with a select audience yesterday. Here are three key takeaways from the session: X. Focus on assets that benefit from Nominal GDP growth rather than Real GDP and prefer high fixed-cost businesses over high variable-cost ones. X. Gold is making a comeback in the monetary system as a neutral reserve asset. X. Indias Nominal GDP settling below double digits isnt encouraging for Indian equities there are more attractive opportunities elsewhere. You can watch the full discussion on our YouTube channel:"
X Link @riteshmjn 2025-10-15T17:58Z 42.7K followers, 23.7K engagements

"Only if you can understand the thought process here the endgame will be clear to you. Via this week FFTT by @LukeGromen"
X Link @riteshmjn 2025-10-11T14:14Z 42.7K followers, 130.7K engagements

"Must read thread"
X Link @riteshmjn 2025-10-15T20:11Z 42.7K followers, 21.7K engagements

"For the major Indian IT services firms such as Tata Consultancy Services (TCS) Infosys and Cognizant the financial impact would be catastrophic. A simulation of the proposed fee reveals an annual liability ranging from hundreds of millions to over a billion dollars for each of these companies threatening the viability of their traditional onsite-offshore business models. This economic shock would force an immediate and radical acceleration of alternative strategies including a pivot to local U.S. hiring the expansion of nearshore delivery centers in Latin America and Canada and massive"
X Link @riteshmjn 2025-09-20T13:02Z 42.7K followers, 81.3K engagements

"This is a fantastic piece. Actually everybody in western world should read that (you can disagree) because majority of your public equity/ private equity investments are invested in this theme . through your wealth manager. Even if you disagree . you will be able to ask better questions and think better. afterall it is your hard earned money right"
X Link @riteshmjn 2025-08-20T15:19Z 42.7K followers, 149.8K engagements

"This week's Tale of the Tape (this was before the Friday meltdown) was precious metals. "Gold fails $4k silver $50" as too hot right now and short US$ unwind." But the future remains bright as "very few are s ll structurally long gold" (within BofA gold represents only XXX% of private client AUM and XXX% of ins tu onal AUM). Meanwhile the front-running of a new Fed Chair + boom/bubble polices (see Argen na bailout) + and especially the upcoming gold revalua on ( la 1934 & 1973) all favors the debasement trade. And while history is no guide to future the average gold price jump during the past"
X Link @riteshmjn 2025-10-12T12:23Z 42.7K followers, 10.4K engagements

"Always remember Bond guys are the only adult in the room. because they are rational. Equity guys are just too emotional"
X Link @riteshmjn 2025-10-15T13:30Z 42.7K followers, 21.3K engagements

"What is happening. are we going from STAGFLATION to DEFLATION"
X Link @riteshmjn 2025-10-16T16:41Z 42.7K followers, 17.9K engagements

"The Byzantine gold coin the nomisma was debased over XX years in the 11th century with its gold content falling by about XX% from XX carats (90% gold) to XX carats (approx. XX% gold) between 1042 and 1071. This debasement was caused by a declining economy which led emperors to devalue the currency to meet expenditures ultimately shaking confidence and harming external trade. In those days it took years or decades for the gold coins to reach peripheries of the empire so it took decades for peripheries to realise that empire is falling. there was no internet no democratization of information."
X Link @riteshmjn 2025-10-15T15:18Z 42.7K followers, 10.4K engagements

"Telegraph writes Western executives who visit China are coming back terrified Robotics has catapulted Beijing into a dominant position in many industries My cents. Just look at the data in chart below it will blow your mind. President Trump is slowly realizing that this is not the same China which he dealt with in his first term. Dont only look at the parameters which I have highlighted but try googling the cost of these products in China vs that of US. Western media is belatedly realizing that China has more cards to play in this trade war than President Trump. Time for more TACOS"
X Link @riteshmjn 2025-10-14T22:12Z 42.7K followers, 25.8K engagements

"Here are the latest numbers INDIAN HOUSEHOLDS NOW HOLD A STAGGERING $XXX TRILLION WORTH OF GOLD EQUIVALENT TO NEARLY XX% OF THE COUNTRYS GDP ACCORDING TO MORGAN STANLEY"
X Link @riteshmjn 2025-10-12T03:21Z 42.7K followers, 19.6K engagements

"Spot silver ( not silver futures) all time highs"
X Link @riteshmjn 2025-10-13T04:21Z 42.7K followers, 12K engagements

"In this edition we share our views on the AI boom that is masking cracks in the US economy while gold and silver are in a structural bull run"
X Link @riteshmjn 2025-10-08T15:21Z 42.6K followers, 7961 engagements

"As gold prices rise it will lead to massive purchasing power in countries where households have significant gold. Chinese households are back to buying Louis Vuitton What will Indians household do with this new wealth"
X Link @riteshmjn 2025-10-15T17:44Z 42.7K followers, 20.6K engagements

"That was an easy one. Every student which wants to study in X eyes country would know 👇👇👇name. You might not know but they are also the co- owner of IELTS brand. As per press release IDP Education a key player in international student placements and language testing is preparing for a tough fiscal 2025 with forecasts indicating a XX% drop in student placements and a XX% decrease in testing volumes. Shifts in policies across major countries have complicated enrollment and conversion processes affecting the company's financial predictions. My X cents The second derivative impact as per my"
X Link @riteshmjn 2025-06-04T01:27Z 42.7K followers, 14K engagements

"@1shankarsharma he believes that USD is still the cleanest dirty shirt and the flows will favour US equities ( specifically dow) because tech is too narrow"
X Link @riteshmjn 2025-10-06T13:39Z 42.7K followers, 1155 engagements

"Gold bonds replaces oil bonds. India had just extinguished old oil bonds liabilities but now there is a new one staring at its face . which frankly is an embarrassment to the govt whose citizen pride in preferring Gold to fiat currency. WhatsApp forward 👇👇👇 GOVT GOLD BOND DEBT HITS INR XXX LAKH CRORE What it means India launched SGBs to reduce gold imports and encourage people to invest in paper gold instead of physical gold. Smart move at first but soaring gold prices have turned this into a ticking liability for the government. With gold over INR XXX lakh per 10g the total SGB debt has"
X Link @riteshmjn 2025-10-15T17:57Z 42.7K followers, 39K engagements

"Always remember TROUBLE STARTS AT PERIPHERY and then move to the centre"
X Link @riteshmjn 2025-10-16T18:18Z 42.7K followers, 16.5K engagements

"This is a must read substack article Excerpt The most honest person I've met recently was a VP at a tech company who told me: "I manage a team of twelve people who create documents for other teams who create documents for senior leadership who don't read documents. I make 150k a year. It's completely absurd and I'm riding it as long as I can while building something real on the side.""
X Link @riteshmjn 2025-09-24T20:22Z 42.7K followers, 391.9K engagements

"Only way out is increasing fiscal deficit . and stuff that increase in borrowing in Eurozone banking books"
X Link @riteshmjn 2025-10-14T16:29Z 42.7K followers, 6955 engagements

"Bullish % Index is at XXX% You know what happens when consensus is XXX% bullish right"
X Link @riteshmjn 2025-10-05T19:50Z 42.7K followers, 20.2K engagements

"Pinetree macro factsheet for the month of September 2025. September was the single best month for Pinetree investors since inception. While everybody is having a FOMO on commodities & Precious metals. I am now dancing near the door. Too much euphoria. The alarm bells are ringing in my mind because investors are asking whether they should break their SIP and put it in gold/ silver. Link to factsheet in comments. @PineTreeMacro"
X Link @riteshmjn 2025-10-16T13:05Z 42.7K followers, 7170 engagements

"This is frustrating . dont fall for the scam please. I only talk macronever about investing"
X Link @riteshmjn 2025-10-13T02:30Z 42.7K followers, 5943 engagements

"The next discussion during any cross country M&A will be Jurisdiction"
X Link @riteshmjn 2025-10-13T12:56Z 42.7K followers, 11.2K engagements

"And just now X% fall in equity markets and this happens Chinese know it"
X Link @riteshmjn 2025-10-12T17:15Z 42.7K followers, 52.8K engagements

"@Yogiwasu Yes that is known as deficit financing . printing money is a bad word"
X Link @riteshmjn 2025-10-15T18:05Z 42.7K followers, 2141 engagements

"How do I know that investors have not participated in the gold bull market Below is the bullion price which used to move in lock with total Gold etf holdings till 2023. But see what happened after 2023 the price just started running and initially investors sold in 2024 thinking this rally was overdone. In 2025 they started allocating to Gold marginally but the price just ran away. So the investors who invest via etf ( pretty much everybody except Central banks and some institutions) have not participated in this Gold rally. ( chart courtesy Macro strategy partnership)"
X Link @riteshmjn 2025-10-14T17:32Z 42.7K followers, 25.5K engagements

"This problem is totally out of syllabus . In last nine months Thai Baht is up X% vs USD because gold prices have gone up what is the correlation Thailand mines Gold and then exports Gold. Thailand gold exports are up XX% from previous year leading to Thai baht appreciating significantly against USD. This is leading to negative impact on tourism which is a very large industry. Indian rupee has depreciated almost 15-20% vs Thai Baht in last X months thats why tourist from Kolkatta are turning toward Vietnam this Durga pooja"
X Link @riteshmjn 2025-09-16T14:10Z 42.6K followers, 31.8K engagements

"AI companies are finally realizing that making LLM models is much easier than getting electricity to run those LLM models. I was told robots are coming to take over our jobs again electricity is the biggest hurdle"
X Link @riteshmjn 2025-10-07T14:17Z 42.7K followers, 14.6K engagements

"I had shared this data few days back. I was listening to a podcast of @LukeGromen where he mentioned that Chinese household now have 27000 tonnes of GOLD . one of my contact in Zurich told me that Chinese govt now own close to 13000 tonnes of gold ( enough ways of not disclosing it) . whereas US has 8144. Chinese stopped recycling their FX surplus in U.S. treasuries since 2013 . they anticipated something ROW stopped recycling that surplus in 2022 when they got a shock by seeing Russian FX confiscation"
X Link @riteshmjn 2025-10-11T13:20Z 42.7K followers, 29.3K engagements

"It started with "drug cartels" that was the excuse but isnt it all about resources. Iraq.syria.iran.Russia. Even Saudi Arabia signing a defense pact with Pakistan is all about resources Russia has taken over the market share of Saudi oil exports to India and Jamnagar refinery in India has taken over Saudi refined exports to Europe. But I digress from the topic. US shale boom is coming to an end oil sands production is flatlining. water injection is increasing in shale wells leading to small intensity earthquakes in nearby region. Americans needs a replacement to their XXXX mbpd production."
X Link @riteshmjn 2025-10-10T12:45Z 42.7K followers, 13.3K engagements

"The silver etf NAV is now out of whack with spot silver prices in India. Investors are putting money in silver fof and getting the nav but fofs are not able to buy. returns will get dileuted as per size and tracking error of fof vs etf will be huge"
X Link @riteshmjn 2025-10-09T12:22Z 42.7K followers, 21.5K engagements