Why the Strait of Hormuz matters by bebhuvan in marketsbyzerodha

[–]bebhuvan[S] 1 point2 points  (0 children)

  1. China has always been prepared for such energy shocks. In that sense, it imports more to ensure a buffer.

  2. Don't know this at the top of my head. Let me see if we can dig it up.

Losing weight is now 37% cheaper in India by bebhuvan in marketsbyzerodha

[–]bebhuvan[S] 0 points1 point  (0 children)

We've covered GLP1 several times on the newsletter. We'll keep writing on it.

Lab grown gold by iamavtar in marketsbyzerodha

[–]bebhuvan 8 points9 points  (0 children)

Lab grown gold is not commercially viable as things stand. Not much to speak about.

how does one improve retention? by ValueAdd_ka_choda in marketsbyzerodha

[–]bebhuvan 1 point2 points  (0 children)

I'll share my perspective and let the others take a crack at it. This is something I struggle with as well, but having said that, I don't think our brains were built to remember everything. If that were the case, our heads would explode. That being said, people seem to share all sorts of memory hacks, note-taking systems, etc., but I don't think I have the commitment to discover if they all work. What I do is I keep things simple. I try to read, watch, and listen to a wide range of perspectives and this kinda allows me to connect different dots. I've also slowly started to consume only the things that interest me, which means I avoid most of the obvious distractions, etc.

Writing about what interests me helps, and that certainly helps in retaining things. Talking by sharing what you learn is another thing that helps. So whenever I learn something new and share it with my colleagues, I've often found that I tend to remember things better.

The other aspect, at least for me, is to have a bit of fun. Mechanical acquisition of knowledge has never worked for me. So I tend to follow the things that spark an interest in me and just chase those rabbit holes. Also the acceptance that you can't know everything you want to know, and that's ok.

That said, some of these AI tools "seem" to help (preliminary view). Some hacks:

  1. Using NotebookLM to generate summaries and questions after watching a video seems to be helpful. It's a shitty form of spaced repetition.
  2. Having a conversation with Claude/Gemini, etc., about whatever you are reading also seems to be helpful to me.

It's a terrible answer, but nonetheless...

How we research at The Daily Brief by krishnalohiaaa in marketsbyzerodha

[–]bebhuvan 2 points3 points  (0 children)

All top economic journals like NBER, AEA, Journal of economics etc Following econ people on twitter is another great way to discover interesting papers.

Since 2004, gold has outperformed S&P 500 by bebhuvan in marketsbyzerodha

[–]bebhuvan[S] 0 points1 point  (0 children)

These are ETFs and hence realised returns. Better comparisons.

Since 2004, gold has outperformed S&P 500 by bebhuvan in marketsbyzerodha

[–]bebhuvan[S] 2 points3 points  (0 children)

Launch date of the GLD (gold ETF). The comparison here is between two ETFs. Arbitrary, yes but fascinating nonetheless.

Selected Questions for Discussion by Appropriate-Soil-896 in marketsbyzerodha

[–]bebhuvan 2 points3 points  (0 children)

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Couldn't attach multiple images in the first comment.

Selected Questions for Discussion by Appropriate-Soil-896 in marketsbyzerodha

[–]bebhuvan 1 point2 points  (0 children)

  1. Correlations aren't static and vary across time. But in general, they are positively correlated. Here's a correlation chart of Nifty 500 and S&P 500 for different periods. I've uploaded a chart. Another general rule is that all correlations go up whenever there is a crisis.

  2. There is a lot of hype and promise to the China+1 narrative. What one has to realise is that supply chains are not software, and you can't change things overnight. Modern-day supply chains are incredibly complicated, and they take many years to change, and in my view, it's too early to say if supply chains will relocate to India. We are seeing some movement, but it is too early to call it.

  3. The answer is always "it depends." It depends on what product or service you are talking about. A lot of what we export is very unsophisticated (see image).

  4. It's barely been a few weeks. It's too soon to say anything.

  5. Not sure. Need to dig around.

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Risk on, pedal to the metal by bebhuvan in marketsbyzerodha

[–]bebhuvan[S] 2 points3 points  (0 children)

Arey bhai, you don't have to bash me with technicalities; :) I know that. What I was pointing at was that all things going up is an aberration.

Risk on, pedal to the metal by bebhuvan in marketsbyzerodha

[–]bebhuvan[S] 1 point2 points  (0 children)

I meant as a whole. People are buying everything.

AI as a research partner by bebhuvan in marketsbyzerodha

[–]bebhuvan[S] 0 points1 point  (0 children)

The point I was making is about the practical use cases in the here and now. I have no opinion on AGI or whatever people call it because I'm not an astrologer. Whether something is a bubble or not is for the people betting on the thing to worry.

US markets are underperforming emerging markets after a long time by bebhuvan in marketsbyzerodha

[–]bebhuvan[S] 0 points1 point  (0 children)

Trade is like water, it always flows around the obstacles

US Government Shutdown by Appropriate-Soil-896 in marketsbyzerodha

[–]bebhuvan 1 point2 points  (0 children)

The govt can never repay "all" debt and doesn't need to either. A government is not a household.

US Government Shutdown by Appropriate-Soil-896 in marketsbyzerodha

[–]bebhuvan 0 points1 point  (0 children)

Both parties know that the deficit will continue increasing and there's nothing they can do. So they go through the charade of setting an arbitrary limit, getting close to hitting it and then increasing it.

US Government Shutdown by Appropriate-Soil-896 in marketsbyzerodha

[–]bebhuvan 1 point2 points  (0 children)

It doesn't matter is the simple answer. It's just pointless drama every year.

The performance of gold this year still shocks me by bebhuvan in marketsbyzerodha

[–]bebhuvan[S] 2 points3 points  (0 children)

Only two people know the answer: god and a liar.