EPC companies have razor thin margins, they aren't the places to bet on.

It's the commodity makers who make real money and within commodity makers it's the ones with least disruption to their price and limited competition.

In solar chain, these are the solar glass players ☀️👓

(THREAD) Pre-election Russia collusion may take down Trump. It's equally possible the Trumps' pre- and post-election collusion with Saudi Arabia, the UAE, and Israel will do it—a course of collusion also connected to the Kremlin. I explain here. I hope you'll read on and retweet.

1/ I must stress how unbelievably complex the "Grand Bargain" theory of the Trump-Russia case is—a different thing from saying it's not substantiated. It's substantiated in *almost every single particular*—it just *also* happens to be very confusing. Not byzantine—just confusing.

2/ The basics: Saudi Arabia, Israel, and the UAE all view Iran as their chief regional enemy. Iran is propped up by Russia. Therefore the Saudis, Israelis, and Emiratis all need a US government willing to find a way to get the Kremlin to *stop* supporting Iran in the Middle East.

3/ The best way to get Russia to stop supporting Iran—or reduce support—was/is to drop all sanctions on Russia over its 2014 annexation of Crimea, as that'd be worth *trillions* to the Kremlin over the next decade. Everyone knew that Clinton wouldn't do this—and that Trump would.

4/ Per the NYT, on August 3, 2016, Donald Trump Jr. met secretly at Trump Tower with a Saudi and Emirati emissary, George Nader, as well as an Israeli intelligence expert, Joel Zamel, with *significant* ties to both Israeli intelligence *and* Russian oligarchs allied with Putin.

Santkumaras-The four adorable kids of the Universe.

The Kumaras r the four sages who roam the Universe as children from the Puranic texts of Hinduism named,Sanaka, Sanatana,Sanandana& Sanatkumara.They r described as the first mind-born creations &sons of the creator God Brahma.

Brahma,who had received the knowledge of Puranas from the Universal being(God Himself), imbibed this to his 4 Kumaras.
Sanat Kumaras then taught the Puranas to Narada.Narada transmitted it to Krishna Dwaipayana who in turn scripted them in monumental epic documents of 18 Puranas.

The Vishnu Purana is recorded in two parts,the Vishnu Purana & Naradiya Purana.The teachings of Sanaka of the Kumara brothers r contained in the Naradiya Purana which is also divided in two parts, the first part containing the teachings of Sanaka &second part,teachings of others.

Born from Brahma's mind,4 Kumars took lifelong vows of celibacy against their father's wishes.They r said to wander throughout materialistic &spiritualistic universe without any desire but with the aim to teach.All 4 brothers studied Vedas from their Childhood&travelled together.

The Bhagwata Purana lists the Kumaras among the 12 Mahajanas(great devotees or bhaktas) who although being eternally liberated souls from birth, still became attracted to the devotional service of Vishnu from their already enlightened state.

Catch me if you can @Mitesh_Engr

Time for a🧵
Mitesh Sir's EXPIRY Option Selling 101:
• What to look for?
• Strike Selection & Ratios
• SL mgmt
• Avoiding freezes
• Monthy Expiry
• Event days
• How he would have traded last expiry?

In collaboration with @AdityaTodmal

Edward de Bono says intelligence is like a🚗 Automobile

“A powerful car may be driven badly. A less powerful car may be driven well. The skill of the car driver determines how the power of the car is used.”

What @Mitesh_Engr Sir looks at for Expiry Trading:

• Technicals of BNF
• Individual Heavyweight stocks of BNF
• Support/Resistance of BNF on weekly TF
• Also has Superb SL management
• When it comes to adjustments, he is always on toes

How to Select Strikes to Sell?

• You can't sell based on premium
• Follow only trend
• Price action is best to sell on expiry day
• Never wait for the options to go to zero

Using Ratios to Sell:

• If BNF is in a range then strangles
• If breakout/ breakdown from a range then directional
• Selling 70/30 or 80/20 ratios
• 2 examples on how he used ratios

महाभारत की कहानी कौन नहीं जानता।लेकिन क्या आपको पता है कि महाभारत के ज्यादातर पात्र किसी न किसी श्राप में फंसे थे।अगर ये श्राप न होते तो कदाचित महाभारत की कहानी कुछ और होती।हिन्दु पौराणिक ग्रंथों में विभिन्न श्रापों का वर्णन मिलता है व हर श्राप के पीछे कोई कहानी अवश्य होती है।

आइए आज जानते हैं महाभारत कथा में वर्णित कुछ श्रापों के बारे में।

1) राजा पाण्डु को ऋषि किन्दम का श्राप

एकबार महाराज पाण्डु शिकार खेलने वन गए।झाडियों के पीछे कुछ हिल रहा था। मृग है सोचकर राजा ने बाण चलाया जो जाकर ऋषि किन्दम और उनकी पत्नी को लगा।वे दोनो रति-क्रीड़ा में लिप्त थे।

जब राजा ने उन्हें देखा तो बहुत दुखी हुए कि ये मुझसे क्या पाप हो गया।बहुत क्षमा याचना के बाद भी किन्दम ऋषि ने पाण्डु को श्राप दे दिया कि जब भी वो किसी स्त्री को काम भावना से स्पर्श करेंगे उसी क्षण उनकी मृत्यु हो जाएगी।पश्चाताप करने, वे सिंहासन पे अन्धे राजा धृतराष्ट्र को बैठाकर...

..स्वयं अपनी रानियों कुंती व माद्री के साथ वन चले गए।पांडवों का जन्म भी कुंती को ऋषि दुर्वासा द्वारा दिए गए मंत्र से हुआ था जिसमे किसी भी देव का स्मरण कर उस देव से कुंती,पुत्र प्राप्त कर सकती थी।एक बार माद्री पे मोहित हो जब पांडु ने उसे स्पर्श किया,उसी क्षण पांडु की मृत्यु होगयी।

2) उर्वशी का अर्जुन को श्राप

महाभारत युद्ध से पहले जब अर्जुन दिव्यास्त्र प्राप्त करने स्वर्ग गए तो वहां उर्वशी नाम की अप्सरा उन पर मोहित हो गयी। अर्जुन ने जब उन्हें अपनी माता के समान बताया तो यह सुनकर उर्वशी क्रोधित हो गयी और अर्जुन को श्राप दे डाला कि तुम नपुंसक की भांति...