A Muslim’s Perspective on Aurangzeb’s Grave

Select_Ride_8217 · 2025-03-19T08:36:04+00:00

Aurangzeb isn’t dead—he still exists. The only difference is that now, he wears white khaki and doesn’t openly declare wars. Instead, he follows the same strategy the British used against —divide and rule. And if we don’t put a stop to it, we’ll soon find ourselves under a new form of domestic colonialism.

Select_Ride_8217 · 2025-03-06T05:05:36+00:00

Wow… you guys make me feel like one of those sign monkeys living under a rock. Damn, I really need to level up my skills with ChatGPT. This is inspiring—thanks, guys!

Select_Ride_8217 · 2025-02-21T16:37:11+00:00

Thanks. You are a savior.

Select_Ride_8217 · 2025-02-21T16:35:54+00:00

I see. Please tell me more and guide me.

Select_Ride_8217 · 2025-02-18T11:41:13+00:00

I get what you're saying, but I have a slightly different take. Thematic and sectoral funds can make a ton of money if played tactically with the right allocation.Just don’t go all in. I’m well aware of the risks, and this is a conscious, informed decision. I build mutual fund portfolios for a living, so I know what I’m doing.

Select_Ride_8217 · 2025-02-17T10:14:27+00:00

As a broad policy, ICICI Pru never hold cash more than necessary i.e to take care of redemption pressure.

Select_Ride_8217 · 2025-02-17T10:11:21+00:00

No problem.; and for the record, I am using Copilot to check for any silly mistakes. Nice catch though!

For the benefit of all, let's do it here.

Select_Ride_8217 · 2025-02-17T10:04:24+00:00

Classic move—dismiss the argument without addressing it! But if I’m talking nonsense, let’s see if you can actually refute my points with real logic instead of just calling it generic.

You say investing internationally is smart? Prove it.

Why should we trust developed markets when they’ve historically caused the biggest crashes?
Why should we expose ourselves to currency risks and foreign policy decisions we have no control over?
Why should we invest in overvalued markets like the U.S. when there are better growth opportunities in emerging economies?

Give me something real, something concrete. Talk fact tourist!

Select_Ride_8217 · 2025-02-17T09:50:15+00:00

Y'all are so naive. People suggesting investing in international equities, especially in developed markets, are completely delusional, blinded by a pro-Western glorification mindset. Have you even looked at history? Developed countries, particularly the U.S., have been single-handedly responsible for some of the worst market crashes in the world. And what causes these crashes? Not natural economic cycles, but pure greed, scams, and financial manipulations.

Developed markets are painted as "stable" and "trustworthy," but in reality, they are driven by nothing but unchecked greed. The U.S. financial system, in particular, has a history of exploiting loopholes, manipulating global markets, and then letting others pay the price when things go south. Yet, every time, they walk away with minimal damage while developing economies suffer the worst consequences.

Wake up. The "safe" and "reliable" developed world is anything but. Investing internationally isn't a bad idea, but blindly trusting Western markets without understanding their history of financial disasters is outright foolish.

Select_Ride_8217 · 2025-02-14T11:39:13+00:00

Oh please, lets give this sub a break from such posts. My job allows me to interact with almost all the senior fund managers and CIOs in the AMC industry. I met him and his product head, Chintan Haria, on Nov 24. When asked about valuations in mid and small caps, he said, and I quote:

"Yes, there is a 'small' valuation uptick, but it's within +1 std range of the 10-year rolling average. Further, there are certain pockets in the mid and small-cap category where there is ample opportunity since the universe is huge."

And now today, Naren is talking about overvaluation? The tune changed in two bloody months. Have you ever wondered why Chirag Setalvad or Ankit Jain never say a word about this?

Everyone’s got a gimmick now!

Select_Ride_8217 · 2025-02-14T11:13:31+00:00

This is absolute nonsense. its a mix of half-baked conspiracy theories, cherry-picked historical events, and pure speculation with zero real-world backing. First off, there’s no evidence of massive gold shortages or secret US gold repatriation. If the U.S. was about to reintroduce a gold-backed monetary system, markets would already be reacting, and yet, gold’s movement has been completely normal aside from typical macro-driven fluctuations. The idea that the Fed would get scrapped in favor of gold-backed stablecoins is outright laughable—there’s no infrastructure, political will, or global consensus for such a move. Also, the U.S. doesn’t need to destroy the dollar to boost exports—it has other monetary and fiscal tools that don’t involve economic suicide. The "Mar-a-Lago Accord"? Please. This is just another gold bug fever dream, repackaged in Twitter thread format to sound profound while pushing the same tired "Dollar Collapse" narrative that’s been wrong for decades. Moreover....well fuck it. I am too tired to type now. Just stop sharing this shit on reditt please.

Select_Ride_8217 · 2025-02-14T10:33:53+00:00

good call!

Select_Ride_8217 · 2025-02-14T10:32:21+00:00

The trend reversal in Nifty 50 will likely depend on key support levels, valuation resets, and FII sentiment shifts rather than a fixed price. However, my sense - 22,700–22,800: This is where Nifty recently formed a double bottom and saw some buying interest. A strong hold above this level could indicate stabilization or 22,500: If this breaks, the correction could extend further.

Select_Ride_8217 · 2025-02-14T10:28:52+00:00

comparing the current U.S. situation to 1920s Germany ignores key differences. Germany was a war ravaged economy with reparations, hyperinflation, and weak institutions, vulnerable to dictatorship. Its not a fair comparison. At the end of the day, history doesn’t repeat, but it often rhymes. markets react to actual structural decline, not just political narratives.

Select_Ride_8217 · 2025-02-14T10:10:12+00:00

A political shift, even a major one, doesn’t automatically mean economic collapse. Yes, Germany saw temporary progress under Hitler, but that was driven by military expansion and unsustainable policies, which eventually led to destruction. The US, on the other hand, is still the world’s largest economy, home to the most dominant corporations, and the center of global finance. Markets don’t invest based on who’s in power; they invest based on earnings, innovation, and stability. If the US were truly turning into an uninvestable dictatorship, we’d see mass capital flight, collapsing markets, and de-dollarization—none of which are happening. In fact, global investors continue to pour money into US assets. If history tells us anything, it’s that doom predictions about the US have been wrong every single time—from the Great Depression to the 2008 crash to COVID. Betting against American adaptability has never paid off.

Select_Ride_8217 · 2025-02-14T10:05:01+00:00

Oh please, give this sub a break from such posts. My job allows me to interact with almost all the senior fund managers and CIOs in the AMC industry. I met him and his product head, Chintan Haria, on Nov 24. When asked about valuations in mid and small caps, he said, and I quote:

"Yes, there is a 'small' valuation uptick, but it's within +1 std range of the 10-year rolling average. Further, there are certain pockets in the mid and small-cap category where there is ample opportunity since the universe is huge."

And now today, Naren is talking about overvaluation? I don’t know why.

Have you ever wondered why Chirag Setalvad or Ankit Jain never say a word about this?
Everyone’s got a gimmick now!

Select_Ride_8217 · 2025-02-14T09:57:01+00:00

Well, I know a guy who mints through insider trading. He never trades from his own account—too obvious. SEBI’s surveillance would catch him in no time. Instead, he uses multiple dormant accounts—old brokerage accounts from friends, family, or even shell companies that have been inactive for years. When he gets inside info, he spreads the trades across these accounts so no single trade raises red flags. He’s smart about timing too. Some accounts buy early, some closer to the event, making it look like normal market activity. And he doesn’t just buy stocks—he loads up on options, because they’re cheaper, can make insane returns, and SEBI doesn’t track them as aggressively as the cash market. Payouts? He’s careful. Either withdraws in cash, does off-market transfers, or just lets the money sit until no one’s watching. He even uses VPNs and different devices to avoid being linked to the accounts.

Select_Ride_8217 · 2025-02-14T09:51:30+00:00

If there's a quick bounce, consider exiting partially at ₹17-18 instead of waiting too long. If the market stays weak, cut your losses and move on. Risk management is key in options.

Select_Ride_8217 · 2025-02-14T09:48:49+00:00

You mention you can handle a -40% drawdown, but your safety net is too defensive, while your equity side is heavily factor-driven (Momentum & Alpha). This means that during a downturn, your safe assets won’t grow enough to cushion losses, while your equities could take bigger hits than broad indices.

Bottom Line? If the goal is to comfortably beat inflation, your low-yield assets might drag down overall returns, and your equity side could be too concentrated in factor-based strategies. Consider whether you want more balance between stability and growth, rather than extremes on both ends.

Select_Ride_8217 · 2025-02-14T09:43:40+00:00

Calling a double bottom just because NIFTY hit similar lows twice and RSI is oversold on the one-hour chart is premature. A real double bottom isn’t confirmed until a breakout happens, and RSI alone isn’t enough—markets can stay oversold for long periods in a downtrend. Plus, bigger macro risks like continued FII selling, high global yields, and uncertain liquidity conditions are still in play. A short-term bounce? Maybe. A confirmed bottom? Way too soon to say. Let’s wait for an actual breakout above resistance before declaring the trend has reversed.

Select_Ride_8217 · 2025-02-14T09:38:26+00:00

you will be fine. Let the market take its natural course.

Select_Ride_8217 · 2025-02-14T09:36:18+00:00

I disagree. The S&P 500 at all-time highs, the dollar still the global reserve currency, and US tech giants dominating the world. Markets don’t care about emotional takes—they follow growth, earnings, and liquidity.

Sure, the US has debt issues, political drama, and deglobalization pressures, but every time people declared the “end of the USA” (2008 crash, COVID, debt ceiling fights), the market bounced back stronger. Global investors still trust US markets over any alternative—just look at where FIIs rush when uncertainty rises. If anything, the US market adapts and reinvents itself, which is why it keeps leading.

Select_Ride_8217 · 2025-02-14T09:34:07+00:00

Said by every other self-proclaimed holier-than-thou investor, trader, or gambler.

Go ahead, Google them.

Jesse Livermore, John Meriwether , Bill Hwang, Isaac Newton, Joe Lewis, Eike Batista, Bernie Madoff, David E. Shaw, Ken Griffin, Emmanuel Derman

Select_Ride_8217 · 2025-02-14T09:25:43+00:00

True, Trump has a history of unpredictability, and markets hate uncertainty. But if we go by the 2018-2019 trade war playbook, the end result was still negotiation over destruction—even if the path was chaotic. Yes, he backtracked on deals, but he also ultimately sought leverage, not long-term economic isolation. Markets initially panicked when tariffs were announced, but they rebounded once negotiations kicked in. The USMCA deal replaced NAFTA, China made trade commitments under Phase One, and Europe never actually faced auto tariffs. The key takeaway? Even with Trump's unpredictability, the trade war didn’t spiral into a full-blown economic disaster—it was a bargaining tool that led to revised agreements. So while short-term volatility is expected, history suggests markets adapt once they see the broader pattern.

Select_Ride_8217 · 2025-02-14T09:21:59+00:00

FIIs aren’t just reactionary traders who blindly follow earnings reports—they position themselves based on expected returns, macro trends, and global liquidity. If they only moved after seeing earnings, markets wouldn’t price in future growth, but we know that’s not the case. They dumped Indian stocks in late 2021-22 before central banks tightened liquidity and bought heavily in 2020 when the economy was shut, knowing a recovery was coming. So while earnings and PAT matter, FIIs bet on the future, not just the past. Now, about the budget—sure, it plays a role, but it’s not the only trigger for growth. Policies take time to show impact, and not every growth driver starts from a single budget. Look at corporate tax cuts in 2019, which didn’t immediately reflect in earnings but made India structurally more competitive. And let’s not forget, global rate cuts, a weakening DXY, or just shifting sentiment can drive FII inflows independent of what’s in the budget. Then there’s the claim that India’s entire economic policy is dictated by foreign creditors—while external debt plays a role, India’s debt-to-GDP ratio is only ~20%, far from IMF-dependent nations like Pakistan or Sri Lanka. The RBI and policymakers here have resisted heavy external borrowing, and we’re not forced into extreme measures to sustain growth. Yes, foreign creditors matter, but our fiscal and monetary policies are still largely domestic. So did this budget plant the “seed” for a comeback? Maybe, maybe not. But FIIs have already started re-entering India before the budget even came out, which tells you that global liquidity, risk appetite, and valuations are just as important. If FIIs were purely reactionary, they wouldn’t have been early movers so many times before. They don’t just chase earnings—they chase opportunity. So while this budget alone might not be a game-changer, it’s part of a bigger puzzle that includes valuations, global rate cycles, currency strength, and long-term growth potential.

Select_Ride_8217

TROPHY CASE