I have been asked a lot about how to determine the direction of the broader market.

I have made some minor tweakings to this timing model since this tweet but it still will give you an idea and primer 👇

THREAD: What is Golden Crescent and Golden Triangle and how it impacts India?

Golden Crescent region of South Asia - comprises of Afghanistan, Iran, and Pakistan - which is a principal global site for opium production and distribution.

Golden Triangle is the area where the borders of Thailand, Laos and Myanmar meet at the confluence of the Ruak and Mekong rivers. The Golden Triangle is called so because of the triangular shape formed by the locations of New Delhi, Agra and Rajasthan on a map.

India is wedged bw world’s 2 largest areas of illicit opium production, Golden Crescent & Golden Triangle, that has made Indian borders vulnerable to drug trafficking. It flows from 2 fronts, NW & NE, that possesses dual concern - violation of border & threat to national security

- Golden Crescent is world’s leading opium and cannabis producing region since 1983.

- Its proximity to Indo-Pak border has worsened the trafficking of hashish and heroin into Indian soil

- Trafficking happens through the border states of J&K, Punjab, Rajasthan and Gujarat.

- Golden Triangle is leading opium producing region of the South-east Asia, also an ancient narcotics supply route to North America & Europe.

- Myanmar-Northeast nexus is recognized by NCB as the root of heroin & chemical drugs

- Myanmar produces 80% of heroin produced in world

1/ Jassa Singh Ahluwalia & his role in the history of Shri Harmandir Sahib (A Thread)

2/ Jassa Singh was born in 1720/21 at a village called Ahlu in the Lahore District of Punjab.

3/ Jassa Singh was educated in Delhi, in Persian, Arabic & more, under the care & supervision of Mata Sundari Ji.

Mata Sundari Gurdwara in Delhi.

4/ In 1733, Jassa Singh's mama, Thag Singh (ਤਾਗ ਸਿੰਘ), requested Mata Sundari Ji's permission to take Jassa Singh back to Punjab.

5/ At first Mata Ji refused but eventually gave permission for Jassa Singh to go with his mama, giving Jassa Singh a blessing and weapons, informing him, it was now the right time to take up arms.

#NEIOH

1. Friends Of The Great Planet Earth!

Everything You Seek Is Already Within You!  Each Waking Dream Has False Teachings That  Say There Is A Special Place 'Out There' In The Skies Where People Go That Follow A Certain Doctrine.

2. And Those Same Teachers Explain There Is A Place Of Torment For Others That Arrived On A Different Part Of The Planet And Were Taught A Different Doctrine.

There Is ONE Creator That Has Been Named By Many. It Would Be Loving To Honor And Respect Another's Beliefs,

3. As In Truth, Many Have Lived In Multiple Cultures With Many Beliefs That Now Are Judged! Incarnating Over And Over Is The Joy Of The Soul Experiencing Life! The Soul Fully Understands This Is A Human Experience.

4. Wouldn't It Be Much More Relaxing And Fun To Allow Others Their Freedom, Just As You Want Yours?  Yes Indeed!  Relax And Flow!

Since The Very Beginning Of Your Self-Awareness As An Incarnate Being, You Have Probed Your World For Clues To The Meaning Of Your Existence.

5. You Have Looked In Every Conceivable Crevice And Pondered The Vastness Of The Infinite Cosmos. You Have Scrutinized The Spiritual Wisdom That Was Forthcoming From Those Who Believed Themselves To Be Knowledgeable About Such Matters.

1 There's a chasm between an NLP technology that works well in the research lab and something that works for applications that real people use. This was eye-opening when I started my career, and every time I talk to an NLP engineer at @textio, it continues to strike me even now.

2 Research conditions are theoretical and/or idealized. A huge problem for so-called NLP or AI startups with highly credentialed academic founders is that they bring limited knowledge of what it takes to build real products outside the lab.

3 A product is ultimately a thing that people pay for - not just cool technology or user experience. But I’m not even talking about knowledge gaps in go-to-market work. I'm talking purely technical gaps: how you go from science project to performant + delightful user experience.

4 Most commoditized NLP packages solve well-understood problems in standard ways that sacrifice either precision or performance. In a research lab, this is not usually a hard trade-off; in general, no one is using what you make, so performance is less important than precision.

5 In software, when you’re making something for real people to use, these tradeoffs are a big deal. Especially if you’re asking those people to pay for what you’ve made (can’t get away from that pesky GTM thinking). They expect quality, which includes precision AND performance.