# ![@riteshmjn Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2250245913.png) @riteshmjn Ritesh Jain

Ritesh Jain posts on X about gold, india, ai, silver the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2250245913/interactions)
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- [--] Week [-------] -51%
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- [--] Months [----------] +169%
- [--] Year [----------] +259%

### Mentions: [--] [#](/creator/twitter::2250245913/posts_active)
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- [--] Week [---] -8%
- [--] Month [---] +68%
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- [--] Year [-----] +77%

### Followers: [------] [#](/creator/twitter::2250245913/followers)
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- [--] Week [------] +0.72%
- [--] Month [------] +11%
- [--] Months [------] +56%
- [--] Year [------] +109%

### CreatorRank: [-------] [#](/creator/twitter::2250245913/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2250245913/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #3293 [countries](/list/countries)  25.9% [currencies](/list/currencies)  #1066 [stocks](/list/stocks)  4.32% [technology brands](/list/technology-brands)  4.32% [automotive brands](/list/automotive-brands)  2.88% [travel destinations](/list/travel-destinations)  2.88% [social networks](/list/social-networks)  1.44% [cryptocurrencies](/list/cryptocurrencies)  #2089 [financial services](/list/financial-services)  0.72%

**Social topic influence**
[gold](/topic/gold) #716, [india](/topic/india) 11.51%, [ai](/topic/ai) #3638, [silver](/topic/silver) 9.35%, [china](/topic/china) 7.91%, [canada](/topic/canada) #1403, [money](/topic/money) 6.47%, [debt](/topic/debt) #122, [trade](/topic/trade) 5.04%, [countries](/topic/countries) #1293

**Top accounts mentioned or mentioned by**
[@pinetreemacro](/creator/undefined) [@1shankarsharma](/creator/undefined) [@rdarora3](/creator/undefined) [@lukegromen](/creator/undefined) [@grok](/creator/undefined) [@aooos_18](/creator/undefined) [@mncslave](/creator/undefined) [@gingergarlicy](/creator/undefined) [@imhiteshmodi](/creator/undefined) [@benrabidoux](/creator/undefined) [@spacecadet12321](/creator/undefined) [@ankitcs397367](/creator/undefined) [@moraxgoldcoin](/creator/undefined) [@uttupaaji](/creator/undefined) [@convertbond](/creator/undefined) [@raghavjajoo6](/creator/undefined) [@jackkjbd](/creator/undefined) [@indiacharts](/creator/undefined) [@ronit9q](/creator/undefined) [@rohitgoel10](/creator/undefined)

**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Massive capital will be invested in power generation and grid connectivity #electrification"  
[X Link](https://x.com/riteshmjn/status/1788785968734240979)  2024-05-10T04:19Z 55.1K followers, 25.9K 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 [--] 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](https://x.com/riteshmjn/status/1975893555219661125)  2025-10-08T11:58Z 55.3K followers, 105.2K engagements


"*Why don't Japanese people invite Indians to their homes* An Indian who had been living in Japan for more than a year noticed something strange: his Japanese friends were polite and helpful yet none of them ever invited him to their home not even for a cup of tea. Confused and hurt he finally asked one Japanese friend why this was so. After a long silence the friend replied "We are taught Indian history not for inspiration but as a warning." The Indian astonished asked "A warning Indian history is taught as a warning Please explain why." The Japanese friend asked "How many English ruled"  
[X Link](https://x.com/riteshmjn/status/1982207536578359594)  2025-10-25T22:07Z 55.3K followers, 682.2K engagements


"They hiked by 25bp and yen depreciates. carry trade is safe for now. You can move on to the next worries. Just remember that for carry trade do unwind. Yen needs to appreciate not depreciate. Till then it is just fear mongering https://t.co/UBXG4bAhkp Just remember that for carry trade do unwind. Yen needs to appreciate not depreciate. Till then it is just fear mongering https://t.co/UBXG4bAhkp"  
[X Link](https://x.com/riteshmjn/status/2001858476876898784)  2025-12-19T03:33Z 55.4K followers, 49.6K engagements


"China showed what happens when deposit yields are crushed: households quietly walked out of the banking system and into gold. India is now starting the same journey as RBI cuts ripple through SBI and HDFC fixeddeposit rates turning postinflation real returns close to zero. 1/ When a country kills the return on deposits savers dont argue on TV panelsthey just move their money. China did this a decade ago and households quietly shifted from bank deposits into gold and property. 2/ India is now entering the same phase. RBI has started cutting banks are trimming FD rates and for many households"  
[X Link](https://x.com/riteshmjn/status/2004400559173128646)  2025-12-26T03:55Z 55.4K followers, 71.4K engagements


"Silver volatility index hit an all time highs on Friday expected to reach higher high today. [---] on silver volatility should become norm in this blow off phase"  
[X Link](https://x.com/riteshmjn/status/2005474323579183476)  2025-12-29T03:01Z 55K followers, 25.8K engagements


"Global macro outlook for [----]. Baton is getting passed on from equities to commodities hence commodities equities and currencies will outperform G-7 currencies and equities. Electrification and nuclear energy is getting ready for big upmove supported by govt policies. Gold could touch $5000 and silver could touch $100-$120 before pulling back sharply. Oil and natural gas could still surprise to the upside which will complicate the outlook for global bonds. India will get back to double digit nominal GDP this year helped by falling currency and supportive RBI which means small and midcap"  
[X Link](https://x.com/riteshmjn/status/2008214967888330993)  2026-01-05T16:32Z 55K followers, 97.4K engagements


"Between 20-30% of coca cola sales come from Food Stamps. JUST IN: US Health Secretary RFK Jr. says food stamps will no longer be allowed to be used on sugar and soda JUST IN: US Health Secretary RFK Jr. says food stamps will no longer be allowed to be used on sugar and soda"  
[X Link](https://x.com/riteshmjn/status/2010418588818305428)  2026-01-11T18:28Z 55.4K followers, 380.6K engagements


"This is how US will control stable coins wallets. Now think of it. if instead of stable coins it was denominated in USD then US govt would not have known about it because as it is 40-50% of all USD in circulation are outside U.S. If you are going to export to US then get ready to get stable coins instead of USD in a bank account. if U.S. govt does not like your face or your name and you are the owner of that stable coins then US govt can just ask Tether or any other wallet to block you from using your wallet containing that coins. ( snippet via coin telegraph)"  
[X Link](https://x.com/riteshmjn/status/2011245442969858373)  2026-01-14T01:14Z 55.4K followers, 28.1K engagements


"Summary of my interview on geopolitics. https://open.substack.com/pub/pinetreemacroresearch/p/global-geopolitics-and-markets-explainedr=1ci9u&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/pinetreemacroresearch/p/global-geopolitics-and-markets-explainedr=1ci9u&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/riteshmjn/status/2012914844341543331)  2026-01-18T15:47Z 55.1K followers, 22.1K engagements


"Brilliant paper by @TheMichaelEvery "  
[X Link](https://x.com/riteshmjn/status/2014731565377749447)  2026-01-23T16:06Z 55.3K followers, 12.1K engagements


"Each time in human economic history has the transition happens from one to other currency - it has caused major disruption and multi decadal economic stagnation and (in fact) decline. In [----] we might be more sophisticated in handling economic malaise - but to say that dollar decline will be smooth would be foolhardy. However what scary is that IF I and YOU are even remotely correct - world would be so wrong it would be scary Collapse of reserve currency - even if gradual creates odd problems. Trade is harder and economic activity stalls. Its easy to say that UST is useless. but how do you"  
[X Link](https://x.com/riteshmjn/status/2015438915000529263)  2026-01-25T14:57Z 55K followers, 24.6K engagements


"Germany saw the largest number of startups ever founded in the country. [----] was a record-breaking year for new startup formations in Germany with nearly [----] companies established marking a significant increase driven largely by the boom in Artificial Intelligence and a revitalized investment climate even as Berlin leads in numbers and Bavaria sees major deep-tech growth. https://twitter.com/i/web/status/2015891482151194800 https://twitter.com/i/web/status/2015891482151194800"  
[X Link](https://x.com/riteshmjn/status/2015891482151194800)  2026-01-26T20:55Z 55K followers, 27.7K engagements


"India bought Russian oil Europe bought Russian oil Europe complained to US that India is buying Russian oil US put tariffs and strained relations with India but Europe never put unilateral tariff on India. India continued to buy Russian oil Europe continued to buy Russian oil India and Europe finalise FTA US scores a self goal. The EU and India have agreed to a landmark trade deal cutting tariffs on nearly all goods as both move to hedge against Trumps tariffs. @Alisha2494 explains https://t.co/lTaMVYZXtK https://t.co/3Mkc2pYAN6 The EU and India have agreed to a landmark trade deal cutting"  
[X Link](https://x.com/riteshmjn/status/2016182315958018119)  2026-01-27T16:11Z 55.2K followers, 350.6K engagements


"US National Security Alert: The US Debt Wall is Here Lower Rates NOW or Risk Catastrophe The chart below from GLI ( crossborder capital) Indices reveals the explosive growth in annual US debt rollovers surging from near-zero in [----] to over $5 trillion projected for [----]. This isnt just fiscal math; its a ticking time bomb for Americas security as a third of outstanding Treasury debt ($10 trillion) matures in [----] alone demanding refinancing at todays elevated rates. The Refinancing Tsunami Treasury must roll over $10T+ in maturing debt in [----] plus trillions more in new deficits potentially"  
[X Link](https://x.com/riteshmjn/status/2016566375620497439)  2026-01-28T17:37Z 55K followers, 46.7K engagements


"Software is straight up in Armaggedon btw prime desks all saying no one wants to own this unlike anything they've ever seen According to a friend of mine who a tech analyst I think a few VC funds are probably going to $0 for sure this time"  
[X Link](https://x.com/riteshmjn/status/2016950977790980281)  2026-01-29T19:06Z 55.4K followers, 16.4K engagements


"1/The Byzantine Conundrum: Why People Stay Until the Walls Collapse Humans are meticulous about trivia and reckless about destiny. They will spend weeks comparing televisionspanel types refresh rates warranty clausesyet give little thought to their financial future the inevitability of old age or whether the system they rely on will still exist when they need it. Minor decisions invite obsessive analysis; major ones are quietly outsourced to belief. Belief is not a virtue. It is a cognitive sedative. It allows people to stop thinking while reassuring themselves that they are faithful"  
[X Link](https://x.com/riteshmjn/status/2017257713701650502)  2026-01-30T15:24Z 55K followers, 18.4K engagements


"2/Global trade stalls. Debt-servicing crises ripple outward. Japan buckles under its balance sheet. Europe faces food and energy stress. Emerging markets fracture. Even oil exporters panic gold vanishes from shelves and bailouts are sought. Indias GDP contracts; welfare promises evaporate; cities riot. In theory the world should already be running for the exitsdumping dollars building alternative settlement systems forging new trade alliances. In practice it is doing so slowly cautiously politely. Like the citizens of Constantinople the world knows the walls are weakeningbut is still calmly"  
[X Link](https://x.com/riteshmjn/status/2017257971559145622)  2026-01-30T15:25Z 55K followers, 24.7K engagements


"India is probably the only country ( outside of China which also had leverage over US)which stood its ground. It neither bowed down nor it engaged in petty politics of calling names. In a world of demographic collapse . India offers [--] important things which no other country on planet has to offer. [--]. A very large domestic consumption market [--]. A large pool of young educated semi skilled blue collar workers force. https://twitter.com/i/web/status/2018383694717919408 https://twitter.com/i/web/status/2018383694717919408"  
[X Link](https://x.com/riteshmjn/status/2018383694717919408)  2026-02-02T17:59Z 55K followers, 518.9K engagements


"INDA is closing 3% up in U.S. trading. I guess 1% can be attributed to INR strength tommorow and 2% to nifty opening with a gap"  
[X Link](https://x.com/riteshmjn/status/2018425955799445512)  2026-02-02T20:47Z 55K followers, 20.5K engagements


"Microsoft is dead money for last [--] years"  
[X Link](https://x.com/riteshmjn/status/2018738593150439494)  2026-02-03T17:29Z 55.1K followers, 16K engagements


"What Can Warsh Do By Vikas Sehgal Lets skip the complex math the sacred economic texts and the chanting about repo facilities. This is basic arithmetic. It doesnt care who the Fed Chair is. The U.S. economy is roughly a $30 trillion machine carrying about $38 trillion in debt. That debt grows by close to $2 trillion every year automatically. Interest payments are now approaching $1 trillion annually and compounding at [----] percent a year. Thats impressive growthjust not the kind anyone should be celebrating. At this point asking what Kevin Warsh will do is like asking which button the"  
[X Link](https://x.com/riteshmjn/status/2019046245747355876)  2026-02-04T13:51Z 55.3K followers, 78.4K engagements


"Indias public spending capex for 2026-2027 is estimated at USD $147 Billion Alphabet total capex for [----] is estimated at USD $175- $185 billion"  
[X Link](https://x.com/riteshmjn/status/2019181331432059060)  2026-02-04T22:48Z 55.2K followers, 127K engagements


"I think if you study boring yield curve movements you can actually be a better investor. As Lisa Abramowicz writes in Bloomberg While everyone focuses on ruptures in tech the US yield curve has steadily steepened. The gap between [--] and 10-year yields is now the widest going back to January [----]. Dont shoot the messenger but In past episodes similar patterns deep negative readings followed by a relief rally back above zero have preceded recessions with a lead time of roughly [---] months as broader leading indices and yieldcurve models confirm rising risk. Although just to be clear. in my mind I"  
[X Link](https://x.com/riteshmjn/status/2019413821262295220)  2026-02-05T14:12Z 55.2K followers, 15.3K engagements


"Yup and there is no point telling anybody about it. people are just not open to seeing what is coming for them. parents are still sending their kids to do useless degrees spending their hard-earned money or even taking student loans. nobody wants to go for trade skill college but people who are passing 12th grade this year are waiting for that "acceptance" letter from an elite university Thats an eye-opening statement. Many people will lose their well paid jobs. Bankers lawyers consultants accountants doctors designers architects engineers and others. AI will also lower salaries for those who"  
[X Link](https://x.com/riteshmjn/status/2019417971173490984)  2026-02-05T14:28Z 55.1K followers, 102.4K engagements


"Quote of the day In [----] the alpha belongs to those who understand that markets trade on emotion but settle on physics. Energy throughput and constraint determine outcomes after sentiment has exhausted itself. by @ctindale"  
[X Link](https://x.com/riteshmjn/status/2019452750115803222)  2026-02-05T16:47Z 55.3K followers, [----] engagements


"Excellent point. the difference between China Japan South Korea and India. only if you read kiretsu or chaebol way of development you will realize that India is just borrowing ideas from these countries and they have been successful in implementing and growing their way out of middle-income trap. (snippet courtesy Macro strategy partnership) https://twitter.com/i/web/status/2019456338125029448 https://twitter.com/i/web/status/2019456338125029448"  
[X Link](https://x.com/riteshmjn/status/2019456338125029448)  2026-02-05T17:01Z 55.3K followers, 20.1K engagements


"Just listen to this They can bring any country down by simply tightening the flow of Dollar Liquidity. Countries would be burning mid night oil to isolate their economy with Russia and China quite successful in achieving this outcome. U.S. Treasury Secretary Bessent on Iran: We created a dollar shortage in the country. It came to a swift conclusion. I would say the culmination came in December when one of the largest banks in Iran went under after a bank run. The central bank had to print money. The https://t.co/l0eAjPT5Ky U.S. Treasury Secretary Bessent on Iran: We created a dollar shortage"  
[X Link](https://x.com/riteshmjn/status/2019569729393029207)  2026-02-06T00:31Z 55.4K followers, 43.4K engagements


"Excellent piece https://open.substack.com/pub/russellgclark/p/gold-and-bitcoin-1bcr=1ci9u&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/russellgclark/p/gold-and-bitcoin-1bcr=1ci9u&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/riteshmjn/status/2019768809796612586)  2026-02-06T13:43Z 55K followers, 10.5K engagements


"This 👇👇👇needs to be understood. The OBBB is pumping the biggest fiscal stimmy since Covid checks ahead of midterms and now youre bearish after a huge degrossing and leveraged ETF forced liquidation The OBBB is pumping the biggest fiscal stimmy since Covid checks ahead of midterms and now youre bearish after a huge degrossing and leveraged ETF forced liquidation"  
[X Link](https://x.com/riteshmjn/status/2019804913795285098)  2026-02-06T16:06Z 55K followers, 10.1K engagements


"Gen Z has been dealt with a bad hand"  
[X Link](https://x.com/riteshmjn/status/2019833872251515198)  2026-02-06T18:01Z 55K followers, 22.2K engagements


"So I personally know of [--] persons in Canada who went for marriage back to India and the marriage turned out to be fraud. Being anNRI they were thought of as golden goose and they had to pay off a significant sum so that cases were dropped against them. It takes time for a person to get visa for his spouse so they dont accompany the boy immediately after marriage. the bride then files a case in India against harassment. Even the lawyers told these boys to just payoff and not come to India till the cases are not dropped. This is full scale industry in India."  
[X Link](https://x.com/riteshmjn/status/2019837561179631779)  2026-02-06T18:16Z 55K followers, [---] engagements


"Masterclass in global LIQUIDITY cycle. The Next Commodity Boom Is Forming Heres What You Need to Know Michael Howell - YouTube https://www.youtube.com/watchv=MtYB_8v1Fx8 https://www.youtube.com/watchv=MtYB_8v1Fx8"  
[X Link](https://x.com/riteshmjn/status/2019855015519895634)  2026-02-06T19:25Z 55.2K followers, 27.4K engagements


"Old economy is back"  
[X Link](https://x.com/riteshmjn/status/2019858049310277887)  2026-02-06T19:37Z 55.1K followers, 10.7K engagements


"I never invested in tech or AI boom directly but you know me I look at everything from the point of picks and shovels. I dont care which AI model is the winner but all will spend on compute power. David Sachs tweeted the below photo FORD CEO vented his frustation when he said that he has [----] electrician jobs worth six figures but he cant find them. Same thing is true in India also but we have an Indian mind set problem about blue collar work. anyways I dont know why I digress from main topic. Most people still think of big tech as software apps and social media. But the real tech story of"  
[X Link](https://x.com/riteshmjn/status/2019859214643130671)  2026-02-06T19:42Z 55.3K followers, 128.7K engagements


"Just keep this template of where to invest in this Brave new world I never invested in tech or AI boom directly but you know me I look at everything from the point of picks and shovels. I dont care which AI model is the winner but all will spend on compute power. David Sachs tweeted the below photo FORD CEO vented his frustation when https://t.co/Ji0nhs6XCe I never invested in tech or AI boom directly but you know me I look at everything from the point of picks and shovels. I dont care which AI model is the winner but all will spend on compute power. David Sachs tweeted the below photo FORD"  
[X Link](https://x.com/riteshmjn/status/2020133003305873451)  2026-02-07T13:50Z 55.3K followers, 48.4K engagements


"Read the 4th from the bottom Low crime real estate prices will rise and High crime real estate prices will collapse. The [--] BIGGEST Losers in Canada as of January [----] Avg Res Price Drops from Peak Oakville -$533K (-29%) Vaughan -$532 (-34%) Markham -$462K (-30%) Brampton -$475K (-35%) Durham -413K (-33%) The [--] BIGGEST Losers in Canada as of January [----] Avg Res Price Drops from Peak Oakville -$533K (-29%) Vaughan -$532 (-34%) Markham -$462K (-30%) Brampton -$475K (-35%) Durham -413K (-33%)"  
[X Link](https://x.com/riteshmjn/status/2020136379498303953)  2026-02-07T14:03Z 55.1K followers, 22.1K engagements


"@Uttupaaji US is a service economy which means the electricity needs and grid doesnt need to be as strong as what a mfg economy has . so now you want to reindustrialise and then grid is not made for heavy duty"  
[X Link](https://x.com/riteshmjn/status/2020243412172345414)  2026-02-07T21:08Z 55K followers, [---] engagements


"Most people dont understand the significance. US is reindustrialising via Japan"  
[X Link](https://x.com/riteshmjn/status/2020519597687046612)  2026-02-08T15:26Z 55.2K followers, 29.3K engagements


"Listen to Treasury secy and then look at 👇👇👇chart. Investing is simple in this Brave new world. just follow the govt. Treasury Sec. Scott Bessent: A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." Very true The world is learning. https://t.co/mQJRIHHQwL Treasury Sec. Scott Bessent: A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." Very true The world is learning."  
[X Link](https://x.com/riteshmjn/status/2020634928178995703)  2026-02-08T23:04Z 55.2K followers, 14.3K engagements


"When empires rot the smart money buys the circuses. In Rome it was the Coliseum. Today its the NFL IPL and global sports leagues. NFL teams now average valuations in the midsingledigit billions with many compounding faster than the S&P as media rights merchandising and global fandom explode. The IPL alone is a roughly $18.5B asset still growing doubledigits annually on the back of media deals and fan engagement. While the crowd gets bread and entertainment capital quietly compounds in the franchises that sell it. Thats not just social commentary its an investment theme"  
[X Link](https://x.com/riteshmjn/status/2020686036880564509)  2026-02-09T02:27Z 55.2K followers, 36.6K engagements


"The Rust Belt Revival and the Real Economys Comeback 🏭 1/ Had a long chat with an SME owner based in Canada his business mainly supplies to the US. His recent observations were fascinating and could hint at a shift few market participants are positioned for. 2/ According to him: The Rust Belt is coming back. Industry is quietly moving back home. Local workers who still understand how to run a factory floor rare skill set today have started getting work. January saw a sharp uptick in orders and activity after a sluggish Nov/Dec. 3/ This got me thinking. If industrial activity really is"  
[X Link](https://x.com/riteshmjn/status/2021294742026498483)  2026-02-10T18:46Z 55.2K followers, 37.6K engagements


"@1shankarsharma Gold will come back as neutral reserve asset to balance next trade settlement balances"  
[X Link](https://x.com/riteshmjn/status/2021577424798883986)  2026-02-11T13:29Z 55.3K followers, [----] engagements


"US markets is tech heavy thats why US is underperforming But I guess every investor like to invest based on rear view mirror theory thats why Indian mutual funds have massive AUM in US FOF. What will happen when money starts stampeding out of US markets. The Rust Belt Revival and the Real Economys Comeback 🏭 1/ Had a long chat with an SME owner based in Canada his business mainly supplies to the US. His recent observations were fascinating and could hint at a shift few market participants are positioned for. 2/ According to The Rust Belt Revival and the Real Economys Comeback 🏭 1/ Had a"  
[X Link](https://x.com/riteshmjn/status/2021582999389716952)  2026-02-11T13:52Z 55.3K followers, [----] engagements


"@1shankarsharma Nope it is gold in govt hands . yes HH India would benefit but if wouldnt it benefit govt"  
[X Link](https://x.com/riteshmjn/status/2022304643297288252)  2026-02-13T13:39Z 55.4K followers, [---] engagements


"With next 3-5 years Indias biggest export will be unskilled/ semi skilled blue collar workers. This will happen due to [--] reasons. [--]. Young people lose their life in a war and the countries need rebuilding after the war. [--]. Western countries demographic collapse which they were trying to compensate with unchecked immigration from countries which are not willing to assimilate in their culture. In those countries the demand will go up western countries have realized that the best blue collar workers force is Indian. Within 3-5 years the FX inflow from NRIs could easily reach 150-200 billion"  
[X Link](https://x.com/riteshmjn/status/1972364340276924657)  2025-09-28T18:14Z 55.4K followers, 248.1K engagements


"The current macro set up for H1 [----] involves four main themes; a jobless fiscal boost a part jobless AI datacentre buildout (building the buildings adds jobs putting the chips in doesnt) an ongoing but perhaps waning Nvidia wealth effect with a narrow set of beneficiaries and a squeeze on rate sensitive sector employment incomes and spending. (Macro strategy Partnership)"  
[X Link](https://x.com/riteshmjn/status/2019453600502853859)  2026-02-05T16:50Z 55.4K followers, 15.8K engagements


"And here it is. Expect massive inbound M&A from India. Yup. India Canada are natural partners. India Canada relationship will be more important that India US relationship. Expect massive inbound M&A from Indian companies looking to buy Canadian assets. https://t.co/OkyjyyffNO Yup. India Canada are natural partners. India Canada relationship will be more important that India US relationship. Expect massive inbound M&A from Indian companies looking to buy Canadian assets. https://t.co/OkyjyyffNO"  
[X Link](https://x.com/riteshmjn/status/2019955663884153179)  2026-02-07T02:05Z 55.4K followers, 16.3K engagements


"Must read Myrmikan_Research_2026_02_09.pdf"  
[X Link](https://x.com/riteshmjn/status/2020896705936494986)  2026-02-09T16:24Z 55.4K followers, 27.1K engagements


"I bet Indian investors who want exposure to US stocks are not aware of it. "Stocks outside the USA have outperformed QQQ since Q2 [----]. ( via @Convertbond )"  
[X Link](https://x.com/riteshmjn/status/2021226674377912782)  2026-02-10T14:16Z 55.4K followers, 22.2K engagements


"Some more color The turnaround is happening slowly cautiously and methodically. The heartland and the rust belt of the USA is leading this charge and it is mostly the small and mid-sized companies who have adopted to the new reality who are winning. The big guys just can't pivot so quickly. The Rust Belt Revival and the Real Economys Comeback 🏭 1/ Had a long chat with an SME owner based in Canada his business mainly supplies to the US. His recent observations were fascinating and could hint at a shift few market participants are positioned for. 2/ According to The Rust Belt Revival and the"  
[X Link](https://x.com/riteshmjn/status/2021617788083937427)  2026-02-11T16:10Z 55.4K followers, 22.8K engagements


"Some more color Hyundai (#1 trailer mfg by volume in us market) moving part of production from Mexico into Joliet IL. Taking over the old Caterpillar plant Some more color The turnaround is happening slowly cautiously and methodically. The heartland and the rust belt of the USA is leading this charge and it is mostly the small and mid-sized companies who have adopted to the new reality who are winning. The big guys just can't Some more color The turnaround is happening slowly cautiously and methodically. The heartland and the rust belt of the USA is leading this charge and it is mostly the"  
[X Link](https://x.com/riteshmjn/status/2021705577634967769)  2026-02-11T21:59Z 55.4K followers, 11.5K engagements


"@RaghavJajoo6 Look at gold and silver volatity . too many people still trying to do bottom fishing"  
[X Link](https://x.com/riteshmjn/status/2022416367379730845)  2026-02-13T21:03Z 55.4K followers, [----] engagements


"Nothing stops this train. https://www.msn.com/en-in/money/topstories/all-indebted-empires-end-this-way-economist-says-trump-s-tariff-is-about-covering-up-37-tn-debt/ar-AA1JDE7Rocid=finance-verthp-feeds https://www.msn.com/en-in/money/topstories/all-indebted-empires-end-this-way-economist-says-trump-s-tariff-is-about-covering-up-37-tn-debt/ar-AA1JDE7Rocid=finance-verthp-feeds"  
[X Link](https://x.com/riteshmjn/status/1994079685144399923)  2025-11-27T16:23Z 55.4K followers, 20.6K engagements


"Excellent read. https://t.co/aPcuRpjaSf https://t.co/aPcuRpjaSf"  
[X Link](https://x.com/riteshmjn/status/2018898927958040784)  2026-02-04T04:06Z 55.4K followers, 409.1K engagements


"There is a saying India will become obese before it becomes rich And China will become old before it becomes rich. Both becoming reality But you have to give it to private equity which saw this phenomenon much in advance and invested/ bought our the major part of Indian medical ecosystem. There are [--] industries in which private equity/ venture capital funding is very easy to get in India. [--]. The industry which makes consumption easy [--]. The medical industry which treats people who become sick. https://www.indiaspend.com/health/9-in-10-indians-do-not-exercise-977727#google_vignette"  
[X Link](https://x.com/riteshmjn/status/2018900776492380363)  2026-02-04T04:13Z 55.4K followers, 85.7K engagements


"Via BOFA The $2tn crypto market cap loss since Oct=10% of US consumer spend so the economy will be badly hit in the coming months. My [--] cents Just for info 14% to 30% of all US adults own cryptos. Americans are asset owner if assets falls then consumer spending falls. if consumer spending falls then economy will go into recession . if economy goes into recession then US fiscal deficit will blow out to double digits ( from currently 7%) and republicans will definitely lose mid terms. if they lose mid terms then President Trump will be the lame duck president for rest of his tenure and chances"  
[X Link](https://x.com/riteshmjn/status/2020513574070968788)  2026-02-08T15:02Z 55.4K followers, [----] engagements


"There is one Global research house which has nailed this post covid cycle. The only issue is that subscription is not cheap. Serious investors can contact @sahilnandu"  
[X Link](https://x.com/riteshmjn/status/2020893972659585042)  2026-02-09T16:14Z 55.4K followers, 31K engagements


"This is a brilliant must-read article. People focus on what India is not doing right . but this article tells you a different picture. country with cheap and reliable electricity is the winner in this "Brave new world". India might not be next China but on electricity generation it is close to China Indias electrotech fast-track: where China built on coal India is building on sun Ember"  
[X Link](https://x.com/riteshmjn/status/2021613666442129786)  2026-02-11T15:53Z 55.4K followers, 39.5K engagements


"BAJAJ FINANCE CEO ON AI IMPACT Al listened to [--] cr calls converted voice to text and gave us data. Text-to-data conversion happened for [---] lakh customers. As a result we generated [------] new offers for which we did not have information earlier. This capability did not exist in Q1 and Q2. It just got deployed. We'll be able to listen to [---] million calls next year. Loan disbursements through Al-powered call centres stood at about [----] cr that's 10% of the [-----] cr of disbursals in Q3FY26. Data from those calls led to another [---] cr of volumes. So this is just our first attempt Can you imagine"  
[X Link](https://x.com/riteshmjn/status/2021980613599957120)  2026-02-12T16:11Z 55.4K followers, 60.9K engagements


"The market might be shifting from a debasement trade to a debt deflation trade. Rising fears that AI could trigger major unemployment consumer delinquencies and business failures. If gold the USD and Treasury prices starts rally together the debasement phase may be over for now. https://twitter.com/i/web/status/2022010174949798132 https://twitter.com/i/web/status/2022010174949798132"  
[X Link](https://x.com/riteshmjn/status/2022010174949798132)  2026-02-12T18:09Z 55.4K followers, 70.1K engagements


"If youre a white-collar worker think twice before quitting now: quiet hiring freezes are creeping into services as management watches sector after sector get sold off. Firms wont announce freezes theyll just stop backfilling roles and quietly flag those who resist adopting AI and those will be the first out"  
[X Link](https://x.com/riteshmjn/status/2022143757957960007)  2026-02-13T03:00Z 55.4K followers, 37K engagements


"This is why US tech is under pressure. Mind you it has nothing to do with these companies profitability or any change in outlook. It is all about capital flows wherever capital moves out from. results in contracting multiples and wherever capital moves in . results in expanding multiples. Earnings never alone drive a stock capital flows are equally important driver of asset returns. BofA Private Clients: Magnificent [--] stocks = 16% of AUM international stocks = 4% Treasuries = 4% gold = 0.6% BofA Private Clients: Magnificent [--] stocks = 16% of AUM international stocks = 4% Treasuries = 4% gold"  
[X Link](https://x.com/riteshmjn/status/2022411805604405590)  2026-02-13T20:45Z 55.4K followers, 29.8K engagements


"My view on US if President Trump wins the elections. A trump win will be America first policy which will accelerate deglobalisation. It will push more countries to take care of their own security as US military umbrella will not be freely available. A trump presidency will be a transactional relationship. A trump presidency will undermine institutions especially Fed independence. Trump will want lower dollar lower rates and will erect massive trade and tariff barrier to protect American industry. Historically it is the responsibility of reserve currency to share its GDP and police world"  
[X Link](https://x.com/riteshmjn/status/1806667412596740191)  2024-06-28T12:34Z 55.4K followers, 570.2K engagements


"This is not about India. This is about indebted empire . The empire wants others to pay for its debt. Between 2005-2025 US total debt has gone from $5T to $37T but nobody knows what US got in return for that debt except never ending wars. Now the empire also knows that world has stopped recycling its surplus in U.S. treasuries so it wants ROW to pay in the form of Tariffs ( for access to U.S. markets) It tried the same thing with China but China just refused to send Rare earth magnets to US and the truce between US and China is extended in reality U.S. has no card to play against China till"  
[X Link](https://x.com/riteshmjn/status/1950554607622795304)  2025-07-30T13:50Z 55.4K followers, 254.3K engagements


"Chinese companies are moving from capex to buybacks US companies are moving from buybacks to Capex Chinese liquidity is set to move from real economy to financial markets US liquidity is set to move from financial markets to real economy. But US is currently 65% of global market cap but only 25% of global GDP China is 18-20% of global GDP but less than 10% of global market cap. https://twitter.com/i/web/status/2009682769597833256 https://twitter.com/i/web/status/2009682769597833256"  
[X Link](https://x.com/riteshmjn/status/2009682769597833256)  2026-01-09T17:44Z 55.4K followers, 110K engagements


"Michael Hartnett BofA Slumdog Billionaires As of the start of [----] the Sell signal had been triggered as it stood at a "very bullish [---] as outflows from tech stocks & EM debt offset by very strong global equity breadth (98% of country indices above 200dma) super-low BofA Global FMS cash positions (record low 3.3%) hedge funds adding to S&P [---] longs via futures." This is how the indicator rose to its highest level sinc 2018: [---] on Dec 17th [---] on Dec 24th [---] on Dec 31st. (incidentally in the latest week the Bull/Bear index rose from [---] to a stunning 9.6- the highest since Mar'06 on strong"  
[X Link](https://x.com/riteshmjn/status/2020507653265584335)  2026-02-08T14:38Z 55.4K followers, 16.8K engagements


"Ritesh Jain on Global Macro Investing Liquidity Cycles and the Shift Beyond US Mega Caps In this in-depth and interactive session with the Ionic Wealth (by Angel One) team I outlined the philosophy macro framework and portfolio architecture behind my global macro strategy at Pinetree Macro. The conversation explores how liquidity cycles central bank balance sheets and structural capital flows influence asset prices across equities commodities currencies and bonds and why the current environment may mark a transition into a new inflationary regime. Key Themes Covered in the Discussion: What Is"  
[X Link](https://x.com/riteshmjn/status/2021949355180405153)  2026-02-12T14:07Z 55.4K followers, 14.8K engagements


"Market jitters seem tied to fears that AI disruption is accelerating. Sectors most exposed to AI risk are getting hit hard brutal selling across the board. Flight to safety showing up in bonds too. Sell first think later"  
[X Link](https://x.com/riteshmjn/status/2021993422618603664)  2026-02-12T17:02Z 55.4K followers, 15.9K engagements


"@JackKJBD Shouldnt Russian equities have rallied on that news"  
[X Link](https://x.com/riteshmjn/status/2022011411787096121)  2026-02-12T18:14Z 55.4K followers, [----] engagements


"@indiacharts Rohit this time US debt to gdp is 130% and Gold as acting like a neutral reserve asset. Lets see . if US [--] year breaks 4% then I am just struggling with the regime deflationary bust"  
[X Link](https://x.com/riteshmjn/status/2022145739087131098)  2026-02-13T03:08Z 55.4K followers, [----] engagements


"These days people react first and then think later that also not all of them. Pretty crazy if this was all made up https://t.co/S0yOz55aid Pretty crazy if this was all made up https://t.co/S0yOz55aid"  
[X Link](https://x.com/riteshmjn/status/2022166696392634507)  2026-02-13T04:31Z 55.4K followers, 14.6K engagements


""There's like a rotation from software into hardware. It's possible all the value accrues to the chips and the energy and then software is all open source." -- Marc Andreessen"  
[X Link](https://x.com/riteshmjn/status/2022312981447815548)  2026-02-13T14:12Z 55.4K followers, 10.6K engagements


"Interesting chart via @Convertbond"  
[X Link](https://x.com/riteshmjn/status/2022313939611365423)  2026-02-13T14:16Z 55.4K followers, [----] engagements


"*Takeaways from Vishal Sikka interview* [--]. *Disruption is Real but Gradual* - While the application of generative AI to knowledge work is a "real" disruption that is "here" large enterprises are like "civilizations" or "countries"; their complexity means adoption takes significant time. [--]. *The Gap Between Potential & Reality* - Addressing fears of immediate price deflation Sikka notes there is a "gap" between the potential of AI and the "actual reality of creating an enterprise-ready offering". Whether it hits a particular project or quarter "depends on the nature of the situation" and for"  
[X Link](https://x.com/riteshmjn/status/2022323781021454550)  2026-02-13T14:55Z 55.4K followers, [----] engagements


"*Takeaways from Vishal Sikka interview* [--]. *Disruption is Real but Gradual* - While the application of generative AI to knowledge work is a "real" disruption that is "here" large enterprises are like "civilizations" or "countries"; their complexity means adoption takes significant time. [--]. *The Gap Between Potential & Reality* - Addressing fears of immediate price deflation Sikka notes there is a "gap" between the potential of AI and the "actual reality of creating an enterprise-ready offering". Whether it hits a particular project or quarter "depends on the nature of the situation" and for"  
[X Link](https://x.com/riteshmjn/status/2022329872648188101)  2026-02-13T15:19Z 55.4K followers, 31.4K engagements


"Goldman Sachs today in a note published on 13th feb. Let's Get Physical Goldman Sees Rotation From 'Financial Assets' To 'Real' Economy Below is the slide from my [--] months old presentation"  
[X Link](https://x.com/riteshmjn/status/2022482802634297732)  2026-02-14T01:27Z 55.4K followers, 19.6K engagements


"Exactly they are just too indebted to take care of the world. They dont want to carry the burden of those who cannot take care of themselves Again I would repeat fiscal spending will blow out in Europe Japan South Korea Taiwan and Canada equities love the smell of blowout fiscal spending you just need to control the bond market. And that is why immigration will come to standstill in countries who wants to ally with America. WE IN AMERICA HAVE NO INTEREST IN BEING POLITE AND ORDERLY CARETAKERS OF THE WESTS MANAGED DECLINE https://t.co/b0A1n8FANs WE IN AMERICA HAVE NO INTEREST IN BEING POLITE"  
[X Link](https://x.com/riteshmjn/status/2022682256784200017)  2026-02-14T14:40Z 55.4K followers, 61.5K engagements


"What I saw couple of days back is what exactly @LukeGromen is writing in this week FFTT. We could easily see a sudden deflation trade before ultimate debasement trade The market might be shifting from a debasement trade to a debt deflation trade. Rising fears that AI could trigger major unemployment consumer delinquencies and business failures. If gold the USD and Treasury prices starts rally together the debasement phase may be over The market might be shifting from a debasement trade to a debt deflation trade. Rising fears that AI could trigger major unemployment consumer delinquencies and"  
[X Link](https://x.com/riteshmjn/status/2022689686322594144)  2026-02-14T15:09Z 55.4K followers, 46.2K engagements


"Because market is discounting universal basic income for all those who lose jobs . and that money will be spent on Walmart 😂😂😂 $SPY The S&P500 is down 2% ytd. However most of their top [--] holdings which accounts for 42% of the weight of the index are down way more ex Walmart. Obviously a lot of mid tier components in memory commodities pharma financials defensive are helping to lift the index. https://t.co/2RvyURytIj $SPY The S&P500 is down 2% ytd. However most of their top [--] holdings which accounts for 42% of the weight of the index are down way more ex Walmart. Obviously a lot of mid"  
[X Link](https://x.com/riteshmjn/status/2022742530341900361)  2026-02-14T18:39Z 55.4K followers, 14.5K engagements


"Why $20000 Gold Would Be Bad News for Everyone If gold ever trades at $20000 an ounce it wont mean the world is richer. It would mean the worlds financial foundation has cracked. Gold doesnt rise that way because people fall in love with it it rises because theyve lost faith in what gold is measured against: mainly U.S. dollars and U.S. Treasuries. Every explosive move in gold has come during monetary stress not prosperity the 1970s post2008 postpandemic. The pattern is consistent. A $20000 gold price wouldnt be a commodity signal. It would be a credibility signal. U.S. Treasuries arent just"  
[X Link](https://x.com/riteshmjn/status/2022755901862781065)  2026-02-14T19:32Z 55.4K followers, 60.7K engagements


"And here is Michael Harnett of BOFA this weekend echoing my concerns of a detour to deflation before back to debasement trade Bonds: zero-coupon bonds ZROZ up 4% YTD Nasdaq [---] QQQ -2%; big unwind levels hold (big tech XLK $133 bitcoin 58k gold $4550/oz) but if bonds rally more after strong payroll and Friday's s CPI those levels will be tested again especially now big financials breaking down (XLF$52.50). This would open the door for wider credit spreads the long bond remains best [----] risk hedge as the Trump admin is unlikely to allow GT30 to trade above 5% while the Fed may be done which"  
[X Link](https://x.com/riteshmjn/status/2023028938596024751)  2026-02-15T13:37Z 55.4K followers, 10.8K engagements


"Hardware over software. Software $IGV is basically flat over the last five years while the semis $SMH are up 228%: https://t.co/nwc6zFxS1E Software $IGV is basically flat over the last five years while the semis $SMH are up 228%: https://t.co/nwc6zFxS1E"  
[X Link](https://x.com/riteshmjn/status/2023045616885207120)  2026-02-15T14:43Z 55.4K followers, [----] engagements


"Just think about what she is saying and its implications. Where would you price the [--] year US bond As reported by Bloomberg: Judy Shelton met privately with Treasury Secretary Scott Bessent to discuss Federal Reserve reform. Read that again. @judyshel is one of the most original monetary thinkers of our time. unapologetically focused on restoring discipline credibility https://t.co/sUvynjwiwM As reported by Bloomberg: Judy Shelton met privately with Treasury Secretary Scott Bessent to discuss Federal Reserve reform. Read that again. @judyshel is one of the most original monetary thinkers of"  
[X Link](https://x.com/riteshmjn/status/2023236025645158681)  2026-02-16T03:20Z 55.4K followers, 13.3K engagements


"@NaveenKMavi Stop buying gold . INR will not fall as much"  
[X Link](https://x.com/riteshmjn/status/2016516222222000278)  2026-01-28T14:18Z 54K followers, [----] engagements


"@kkardani No currency was overvalued . I have companies the problem of overvalued currency in my CFA society video. I suggest you listen to it"  
[X Link](https://x.com/riteshmjn/status/2016516429189918903)  2026-01-28T14:19Z 54K followers, [----] engagements


"China is accumulating silver aggressively - physical demand driven by state and front ended by entities is real in china EU nations have started building gold reserves - all apart from uk USA is accumulating a range of minerals Saudi view oil [--] in short order Emirates 67/68 Iraq 69"  
[X Link](https://x.com/riteshmjn/status/2016526877318644168)  2026-01-28T15:00Z 54.2K followers, 50.2K engagements


"I keep on having discussion with people who are part of wall street. I don't know of any portfolio manager who has started changing his portfolio allocation away from mega cap tech or US assets. The problem I find is herd mentality where the fear is that they don't want to do it alone and would prefer to fail with the herd. On the contrary I find investor in US and increasingly in Canada who are understanding this shift but too lazy to make changes to portfolio or portfolio manager. in fact there are stories of Canadian asset managers who are underperforming indexes by 20-25% and still refuse"  
[X Link](https://x.com/riteshmjn/status/2016540470113878248)  2026-01-28T15:54Z 54K followers, 32.1K engagements


"@FinanceForYou2 @ca_mohnot Yeah I dont know . whats going on in India. why would you do that"  
[X Link](https://x.com/riteshmjn/status/2016541268512477330)  2026-01-28T15:57Z 54K followers, [---] engagements


"The only guy I know of . who got silver call right. Hats off to @Oliver_MSA . Here is his latest interview. must listen https://m.youtube.com/watchv=W6PVPsfNBjY&pp=ugUEEgJlbg%3D%3D https://m.youtube.com/watchv=W6PVPsfNBjY&pp=ugUEEgJlbg%3D%3D"  
[X Link](https://x.com/riteshmjn/status/2016560372661309681)  2026-01-28T17:13Z 54.9K followers, 100.4K engagements


"Fed and U.S. treasury must be playing around these numbers in spreadsheet. Look at what $20000 or $50000 can do to US debt problem the problem simply vanishes. ( I am certainly not saying that it will reach those levels) US National Security Alert: The US Debt Wall is Here Lower Rates NOW or Risk Catastrophe The chart below from GLI ( crossborder capital) Indices reveals the explosive growth in annual US debt rollovers surging from near-zero in [----] to over $5 trillion projected for [----]. https://t.co/FZ8Ji6t0ck US National Security Alert: The US Debt Wall is Here Lower Rates NOW or Risk"  
[X Link](https://x.com/riteshmjn/status/2016576011543204187)  2026-01-28T18:16Z 54.1K followers, 30.1K engagements


"This is what I have in mind. "Gold will be so costly in the next [--] years that the retail public won't be able to afford it. It will only be with central banks; it will be so expensive" @riteshmjn (Mr Ritesh Jain). "Gold will be so costly in the next [--] years that the retail public won't be able to afford it. It will only be with central banks; it will be so expensive" @riteshmjn (Mr Ritesh Jain)"  
[X Link](https://x.com/riteshmjn/status/2016602542642516168)  2026-01-28T20:01Z 54.9K followers, 207.8K engagements


"@saxenav11 Every currency will try to devalue against gold"  
[X Link](https://x.com/riteshmjn/status/2016686032520118593)  2026-01-29T01:33Z 54K followers, [----] engagements


"My [--] months old video on Gold silver and how AI bubble is delaying recession in US https://m.youtube.com/watchv=TH_xvM7fIO0&pp=2AadFA%3D%3D https://m.youtube.com/watchv=TH_xvM7fIO0&pp=2AadFA%3D%3D"  
[X Link](https://x.com/riteshmjn/status/2016705193493381338)  2026-01-29T02:49Z 54.1K followers, 18.8K engagements


"Everyone suddenly seems to be an expert on gold and silver with Indian research houses burning mid night oil to churn out useless research.the best part is the same people who never had a view on when to buy are now telling you its time to sell"  
[X Link](https://x.com/riteshmjn/status/2016713410638204969)  2026-01-29T03:22Z 54.3K followers, 38.3K engagements


"@AryxnBothra Absolutely I am managing risk in short term portfolios . long term my views are out in public domain and they will turn out to be conservative"  
[X Link](https://x.com/riteshmjn/status/2016715405835047164)  2026-01-29T03:29Z 54K followers, [----] engagements


"Sad or interesting But Never in human history has a major movement in gold a silver not preceded fall of empires. Those delighted and those feeling missing it must realize that no one came out unscathed when Rome fell - both suffered those who had gold and those who didnt. But sadly humans neither read nor learn from history Decoupling gold to currency by Nixon laid the foundation of monetary system devolved from real asset - thereby permitting spending that led to rehab Star Wars program and inability of Soviets to match it and eventual collapse Currency movement led by over expansion of"  
[X Link](https://x.com/riteshmjn/status/2016867834622853395)  2026-01-29T13:35Z 54.3K followers, 74.9K engagements


"Food for thought For less than 5% of human history have the humans been able to form population Centers farther than [--] km from dual sources of food and water and that is only possible because of two things - both intertwined- indutrial revolution and energy conversion Unlike past - when local Centers of population - usually close to food and water would escape unscathed from economic turmoil - not now - 7B human rely on less than 250M humans to survive - [---] with guns and ploughs"  
[X Link](https://x.com/riteshmjn/status/2016869708956619109)  2026-01-29T13:43Z 54.1K followers, 11.6K engagements


"I completely agree. 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 [--] cents There is nothing to get worried about think of it this https://t.co/9XBn9kalZE 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 [--] cents There is nothing to get worried about think of it this"  
[X Link](https://x.com/riteshmjn/status/2016874790309810439)  2026-01-29T14:03Z 54.1K followers, 57K engagements


"@silvamoon_ yes that will complicate the situation. or a crop failure. Apart from that INR devaluation is good for Indian economy"  
[X Link](https://x.com/riteshmjn/status/2016876852221268472)  2026-01-29T14:11Z 54K followers, [---] engagements


"Now look at this snippet from Ambit sales team. why am I singling out only US. Look at RBI dividend amount and the reason.Liabilities in INR and assets in USD and GOLD (actually RBI has all incentives to depreciate INR 😀 charon ungliyna ghee mein) Now visualise INR of 90-95 and USD [----] on GOLD. is it possible that RBI will be able to give [--] lacs crore of Dividend to govt next year. effectively equal to 40-50% of borrowing for FY [--] This is what I have in mind. https://t.co/4wicO9zq0c This is what I have in mind. https://t.co/4wicO9zq0c"  
[X Link](https://x.com/riteshmjn/status/2016878476952031506)  2026-01-29T14:17Z 54.3K followers, 47.3K engagements


"When you listen to the capex spending plans of both Meta and Microsoft and new funding round for Open AI . how can you not be bullish #electrification our macro theme of the decade"  
[X Link](https://x.com/riteshmjn/status/2016884306724213051)  2026-01-29T14:41Z 54.2K followers, 21.1K engagements


"RT @riteshmjn: This is what I have in mind"  
[X Link](https://x.com/riteshmjn/status/2016888408808050718)  2026-01-29T14:57Z 53.9K followers, [---] engagements


"@ronit9q What level on [--] year you think will start pressurizing precious metal Or is it first oil rising then bond yield spiking bringing down the entire house"  
[X Link](https://x.com/riteshmjn/status/2016890613753577644)  2026-01-29T15:06Z 54K followers, [---] engagements


"@ronit9q Got it thats why bond yield has to spike"  
[X Link](https://x.com/riteshmjn/status/2016892117344538787)  2026-01-29T15:12Z 54K followers, [---] engagements


"Temple & Treasury Goldthough endlessly discussedhas rarely been a true monetary metal. Not because it lacks monetary value but because it was almost never used as everyday currency or as a medium of exchange. Gold is the highest-value and cleanest store of wealth. And like any very high-denomination note it tends to disappear from circulation. It vanishes into treasuries and temple vaults. Ancient state treasuries functioned much like modern sovereign central banks. Over time they accumulated gold and issued currency in silver or copper. Whatever did not reach the state often found its way"  
[X Link](https://x.com/riteshmjn/status/2016915106291208478)  2026-01-29T16:43Z 54.1K followers, 22.2K engagements


"1 year return of ACWI and MAGS. who would have thought a year back that All country world index (ACWI) will outperform MAGS. The best part is that rotation out of MAGS has not even started"  
[X Link](https://x.com/riteshmjn/status/2016920571867779080)  2026-01-29T17:05Z 54.1K followers, [----] engagements


"Here we are "Gold could touch $5000 and silver could touch $100-$120 before pulling back sharply". Global macro outlook for [----]. Baton is getting passed on from equities to commodities hence commodities equities and currencies will outperform G-7 currencies and equities. Electrification and nuclear energy is getting ready for big upmove supported by govt policies. Gold https://t.co/THzw6VJeJS Global macro outlook for [----]. Baton is getting passed on from equities to commodities hence commodities equities and currencies will outperform G-7 currencies and equities. Electrification and nuclear"  
[X Link](https://x.com/riteshmjn/status/2016921200350679045)  2026-01-29T17:07Z 54.3K followers, 68.9K engagements


"@patriotpareek Nope . the empire is too indebted. on the contrary if Trump succeeds then empire will live to fight for another day"  
[X Link](https://x.com/riteshmjn/status/2016923728761041126)  2026-01-29T17:17Z 54K followers, [---] engagements


"3 year old video Current situation of white collar job market in Canada #canada #india #manufacturing #technology - YouTube https://www.youtube.com/shorts/HlIZw-KWHI0 https://www.youtube.com/shorts/HlIZw-KWHI0"  
[X Link](https://x.com/riteshmjn/status/2016924423555813791)  2026-01-29T17:20Z 54.1K followers, 13.6K engagements


"If you have to panic then panic first. This may be the wildest sale I've seen so far. This North York townhouse just sold for almost 20% below the prior sale price back in 2016.but look at this listing history 😮💀 Lesson: If you HAVE to sell don't fk around on price or you'll chase the market down https://t.co/fq3l1u6j2u This may be the wildest sale I've seen so far. This North York townhouse just sold for almost 20% below the prior sale price back in 2016.but look at this listing history 😮💀 Lesson: If you HAVE to sell don't fk around on price or you'll chase the market down"  
[X Link](https://x.com/riteshmjn/status/2016949916447494290)  2026-01-29T19:01Z 54.1K followers, 16.8K engagements


"These guys punch much above their weight. Dear @ICC It is with a heavy heart that we now announce our unavailability to replace Pakistan in the upcoming T20 World Cup. Regardless of whether they now withdraw the short timescales ensure it is impossible for our squad to prepare in the professional manner necessary to Dear @ICC It is with a heavy heart that we now announce our unavailability to replace Pakistan in the upcoming T20 World Cup. Regardless of whether they now withdraw the short timescales ensure it is impossible for our squad to prepare in the professional manner necessary to"  
[X Link](https://x.com/riteshmjn/status/2016980126307930410)  2026-01-29T21:01Z 54.3K followers, 24.5K engagements


"The mobility pact is very very significant . Europe opens door for free movement of Indian labour across Europe. Universities across Europe will be open to Indian students with costs much lower than that as compared to US or UK. As I I had written many times. the demographic collapse of western world means that young and able bodied Indians will get a red carpet treatment across the world. NRI inflows into India will rise significantly in next few years. India bought Russian oil Europe bought Russian oil Europe complained to US that India is buying Russian oil US put tariffs and strained"  
[X Link](https://x.com/riteshmjn/status/2016988434045554733)  2026-01-29T21:34Z 54.3K followers, 33.5K engagements


"RT @LukeGromen: Well gold = CNY [-----] today so if US Treasury would run gold up to $10000 that would be 37500/$10000 = [----] on USDCN"  
[X Link](https://x.com/riteshmjn/status/2016988946409173242)  2026-01-29T21:36Z 54.1K followers, [--] engagements


"Very important point from @LukeGromen If you understand it you will know which way Gold is headed. gold is the release valve which Chinese understood. US is still trying to understand it. Well gold = CNY [-----] today so if US Treasury would run gold up to $10000 that would be 37500/$10000 = [----] on USDCNY. Gold is the pivot or if you prefer the parlance of former Treasury official & World Bank President Robert Zoellick gold is the "reference point." Well gold = CNY [-----] today so if US Treasury would run gold up to $10000 that would be 37500/$10000 = [----] on USDCNY. Gold is the pivot or if you"  
[X Link](https://x.com/riteshmjn/status/2016989316476784870)  2026-01-29T21:38Z 54.6K followers, 42K engagements


"RT @WatcherGuru: JUST IN: El Salvador buys $50000000 worth of Gold"  
[X Link](https://x.com/riteshmjn/status/2017014488344723806)  2026-01-29T23:18Z 54.1K followers, [----] engagements


"RT @Scutty: Tokyo CPI undershoot across the board Headline +1.5% (+1.7%) Ex fresh food +2% (+2.2%) Ex fresh food energy +2.4% (+2.6%)"  
[X Link](https://x.com/riteshmjn/status/2017019419684454822)  2026-01-29T23:37Z 53.9K followers, [--] engagements


"RT @riteshmjn: The mobility pact is very very significant . Europe opens door for free movement of Indian labour across Europe. Universi"  
[X Link](https://x.com/riteshmjn/status/2017041958544560211)  2026-01-30T01:07Z 53.9K followers, [--] engagements


"@shobweet Yup . the next big Indian macro trend"  
[X Link](https://x.com/riteshmjn/status/2017099700718227839)  2026-01-30T04:56Z 54.1K followers, [---] engagements


"Much Much better Back to whole numbers Gold at [----] Silver at [---] Here we are "Gold could touch $5000 and silver could touch $100-$120 before pulling back sharply". Here we are "Gold could touch $5000 and silver could touch $100-$120 before pulling back sharply""  
[X Link](https://x.com/riteshmjn/status/2017232630492921972)  2026-01-30T13:45Z 54.7K followers, 70K engagements


"@5n0wl3op4rd the best way to use chat gpt is use your thought process and give it to chat gpt to frame it. dumb man + machine = bad output critical thinker + machine= My above post"  
[X Link](https://x.com/riteshmjn/status/2017271316794233136)  2026-01-30T16:18Z 54.1K followers, [----] engagements


"Good take on markets https://portal.mi2partners.com/thoughts-from-the-divide-boiling-frogs/utm_source=ActiveCampaign&utm_medium=email&utm_content=%5BNew%20post%5D%20Thoughts%20From%20The%20Divide%3A%20Boiling%20Frogs&utm_campaign=TFTD https://portal.mi2partners.com/thoughts-from-the-divide-boiling-frogs/utm_source=ActiveCampaign&utm_medium=email&utm_content=%5BNew%20post%5D%20Thoughts%20From%20The%20Divide%3A%20Boiling%20Frogs&utm_campaign=TFTD"  
[X Link](https://x.com/riteshmjn/status/2017294350393508315)  2026-01-30T17:50Z 54.6K followers, 17.5K engagements


"Gold and silver just did the elevator ride down while everyone else took the stairs up. Sheep are always slaughtered but at least today they got a free roller coaster first. Much Much better Back to whole numbers Gold at [----] Silver at [---] Much Much better Back to whole numbers Gold at [----] Silver at 100"  
[X Link](https://x.com/riteshmjn/status/2017311034282021307)  2026-01-30T18:56Z 54.7K followers, 35.2K engagements


"Abraham lake where bubbles are trapped in water. The best time to see this phenomenon is in the month of February"  
[X Link](https://x.com/riteshmjn/status/2017715041055998372)  2026-01-31T21:42Z 54.7K followers, 16.5K engagements


"When I went through the budget today I realized that part of themes coming out of budget were shared by me couple of months back in my CFA presentation Nominal gdp over real gdp Real economy over financial markets Industrialisation over deindustrialisation Conflicts ( defence spending) over peace Industrials over healthcare Blue collar over white collar Electrification Resharing a slide from my presentation. "Brave new world" acceleration as we head towards the second half of 2020's. https://t.co/XUQe9hbYlq Resharing a slide from my presentation. "Brave new world" acceleration as we head"  
[X Link](https://x.com/riteshmjn/status/2017966758360228328)  2026-02-01T14:22Z 54.7K followers, 35.1K engagements


"@REDBOXINDIA This is a significant development if true"  
[X Link](https://x.com/riteshmjn/status/2018311356861280261)  2026-02-02T13:11Z 54.5K followers, [----] engagements


"History does Rhyme A nation goes to war. The war is brutal and ruinously expensive. To survive it forges alliances with like-minded states facing a common enemy. Fear and necessity bind them together into a powerful leaguean organization meant to pool strength resources and resolve against a shared threat. The organization works. Member states contribute men material and money. Their resources and currencies are linked through treaty and a shared financial system. Treasuries coordinate responses to economic shocks creating stability and cohesion in the real economy. Mutual defense succeeds."  
[X Link](https://x.com/riteshmjn/status/2018344684960260479)  2026-02-02T15:24Z 54.7K followers, 18.9K engagements


"@chairman747 No we cant . we need America. US will never allow China owning assets in Canada with whom it shares a large border"  
[X Link](https://x.com/riteshmjn/status/2018385110937342188)  2026-02-02T18:04Z 54.6K followers, [----] engagements


"@rohitgoel10 Your thesis changed n [--] day"  
[X Link](https://x.com/riteshmjn/status/2018436961502204072)  2026-02-02T21:30Z 54.5K followers, [---] engagements


"The first central banker in developed world ( outside of BOJ) to raise rates"  
[X Link](https://x.com/riteshmjn/status/2018545005569450090)  2026-02-03T04:40Z 54.7K followers, 19K engagements


"Structural Limits of Bottom-Up Equity Investing A Case for Macro Investing Bottom-up equity investing assumes that careful security selection can consistently identify companies that outperform the broader market. Implicit in this belief is the idea that certain firms can grow faster than both real GDP and inflationthat is faster than nominal GDPover long periods of time. However markets are forward-looking. Stock prices already reflect expectations about future growth earnings and risk. For a stock to outperform the market it is therefore not sufficient for the underlying business to grow"  
[X Link](https://x.com/riteshmjn/status/2018674784171852218)  2026-02-03T13:15Z 54.9K followers, 15.5K engagements


"Stocks seen as vulnerable to disruption from artificial intelligence slid sharply on Tuesday after Anthropic released a tool designed to automate legal work adding to worries about the impact that AI will have on data services and information businesses"  
[X Link](https://x.com/riteshmjn/status/2018693294956429393)  2026-02-03T14:29Z 54.7K followers, 26.2K engagements


"they are already running 7% fiscal deficit. in a recession or stocks falling by even 10% the fiscal deficit blows out to 10% plus. just check the capital gains collections as % of total tax collection in US and you will realise that it is a matter of national security that stock prices cannot be allowed to fall much. https://twitter.com/i/web/status/2019056275800416651 https://twitter.com/i/web/status/2019056275800416651"  
[X Link](https://x.com/riteshmjn/status/2019056275800416651)  2026-02-04T14:31Z 54.7K followers, [----] engagements


"Would you believe if I tell you that on [--] year basis. US industrials have beaten MAG7 etf Old economy picks and shovels blue collar worker in red New economy A/C offices free food white collar workers in Blue"  
[X Link](https://x.com/riteshmjn/status/2019082012083253286)  2026-02-04T16:13Z 55K followers, 23.6K engagements


"@web_vj Its like me saying that I will not take People with IT background as investor in my fund because they will redeem their investments as they lose their jobs 😂😂😂"  
[X Link](https://x.com/riteshmjn/status/2019104900165362119)  2026-02-04T17:44Z 54.9K followers, 12.2K engagements


"Excellent read. https://t.co/A7l7ZZuUy3 https://t.co/A7l7ZZuUy3"  
[X Link](https://x.com/riteshmjn/status/2019504481558491434)  2026-02-05T20:12Z 55K followers, 40.2K engagements


"Just listen to this They can bring any country down by simply tightening the flow of Dollar Liquidity. Countries would be burning mid night oil to desolate their economy with Russia and China quite successful in achieving this outcome. U.S. Treasury Secretary Bessent on Iran: We created a dollar shortage in the country. It came to a swift conclusion. I would say the culmination came in December when one of the largest banks in Iran went under after a bank run. The central bank had to print money. The https://t.co/l0eAjPT5Ky U.S. Treasury Secretary Bessent on Iran: We created a dollar shortage"  
[X Link](https://x.com/riteshmjn/status/2019558461747728883)  2026-02-05T23:47Z 54.9K followers, [----] engagements


"never invested in tech or AI boom directly but you know me I look at everything from the point of picks and shovels. I dont care which AI model is the winner but all will spend on compute power. David Sachs tweeted the below photo FORD CEO vented his frustation when he said that he has [----] electrician jobs worth six figures but he cant find them. Same thing is true in India also but we have an Indian mind set problem about blue collar work. anyways I dont know why I digress from main topic. Most people still think of big tech as software apps and social media. But the real tech story of the"  
[X Link](https://x.com/riteshmjn/status/2019858602979401741)  2026-02-06T19:39Z 55K followers, [---] engagements


"As I had mentioned many times in last [--] months. You will not hear about border dispute anymore. Get ready for new set of winners and losers. If corporate India is not going to do capex in India .then Chinese FDI ( via JV) will do capex in India This is going to be a new normal after the border dispute with China is solved ( I think the deal is done) India has a trade deficit of $100 billion with China . so open up FDI for China to invest in India mfg Make in India Make for a India Export from India Hisense a This is going to be a new normal after the border dispute with China is solved ( I"  
[X Link](https://x.com/riteshmjn/status/1849643842263282080)  2024-10-25T02:47Z 55.4K followers, 81.6K engagements

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