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What an amazing presentation! Loved how @ravidharamshi77 brilliantly started off with global macros & capital markets, and then gradually migrated to Indian equities, summing up his thesis for a bull market case!
@MadhusudanKela @VQIndia @sameervq
My key learnings: ⬇️⬇️⬇️
First, the BEAR case:
1. Bitcoin has surpassed all the bubbles of the last 45 years in extent that includes Gold, Nikkei, dotcom bubble.
2. Cyclically adjusted PE ratio for S&P 500 almost at 1929 (The Great Depression) peaks, at highest levels except the dotcom crisis in 2000.
3. World market cap to GDP ratio presently at 124% vs last 5 years average of 92% & last 10 years average of 85%.
US market cap to GDP nearing 200%.
4. Bitcoin (as an asset class) has moved to the 3rd place in terms of price gains in preceding 3 years before peak (900%); 1st was Tulip bubble in 17th century (rising 2200%).
@MadhusudanKela @VQIndia @sameervq
My key learnings: ⬇️⬇️⬇️
Bubble or Bull Market? Join us for a short presentation and candid one on one on 27th Jan, 4pm with Shri \u2066@MadhusudanKela\u2069. \u2066@VQIndia\u2069 \u2066@sameervq\u2069 #bubbleorbullmarket pic.twitter.com/LBvlBrz6mS
— Ravi Dharamshi (@ravidharamshi77) January 24, 2021
First, the BEAR case:
1. Bitcoin has surpassed all the bubbles of the last 45 years in extent that includes Gold, Nikkei, dotcom bubble.
2. Cyclically adjusted PE ratio for S&P 500 almost at 1929 (The Great Depression) peaks, at highest levels except the dotcom crisis in 2000.
3. World market cap to GDP ratio presently at 124% vs last 5 years average of 92% & last 10 years average of 85%.
US market cap to GDP nearing 200%.
4. Bitcoin (as an asset class) has moved to the 3rd place in terms of price gains in preceding 3 years before peak (900%); 1st was Tulip bubble in 17th century (rising 2200%).
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Here's a list of websites that offer free & beautiful website templates:
🧵👇🏻
1. HTML5UP: Very modern, unique responsive HTML5/CSS3 themes
https://t.co/VmAFs2xEUO
2. Templatemo: Minimal, resume, gallery themes and more
https://t.co/hCVsSqg3dx
3. Templated .co: Tons of minimalistic HTML5/CSS3
4. FreeHTML5: Free & premium HTML5 and Bootstrap themes
https://t.co/HqCj21RVry
5. StyleShout: Brilliantly crafted free website templates
https://t.co/AeNAAvmiYx
6. Start Bootstrap: Bootstrap starter
7. Zerotheme: HTML5, Bootstrap, Prestashop templates
https://t.co/WZtbW1gZzv
8. HTML5xCSS3: Collection of wonderful templates in different categories
https://t.co/g47dzRhSnW
9. Colorlib: Almost any category of theme you can think
10: Free CSS: Huge collection of free templates
https://t.co/JzQgKmBBGJ
11. Hubspot: Templates, infographics, banners and much more
https://t.co/T2jAlXYH8E
12. Mobirise: Great looking HTML5/CSS3
After getting good feedback on yesterday's thread on #routemobile I think it is logical to do a bit in-depth technical study. Place #twilio at center, keep #routemobile & #tanla at the periphery & see who is each placed.
This thread is inspired by one of the articles I read on the-ken about #postman API & how they are transforming & expediting software product delivery & consumption, leading to enhanced developer productivity.
We all know that #Twilio offers host of APIs that can be readily used for faster integration by anyone who wants to have communication capabilities. Before we move ahead, let's get a few things cleared out.
Can anyone build the programming capability to process payments or communication capabilities? Yes, but will they, the answer is NO. Companies prefer to consume APIs offered by likes of #Stripe #twilio #Shopify #razorpay etc.
This offers two benefits - faster time to market, of course that means no need to re-invent the wheel + not worrying of compliance around payment process or communication regulations. This makes entire ecosystem extremely agile
So I have been studying this entire communication layer as its relevance is ever growing with more devices coming online, staying connected, and relying on real-time communication. Not that this domain under penetrated, but there is a change underway.
— Ameya (@Finstor85) February 10, 2021
This thread is inspired by one of the articles I read on the-ken about #postman API & how they are transforming & expediting software product delivery & consumption, leading to enhanced developer productivity.
We all know that #Twilio offers host of APIs that can be readily used for faster integration by anyone who wants to have communication capabilities. Before we move ahead, let's get a few things cleared out.
Can anyone build the programming capability to process payments or communication capabilities? Yes, but will they, the answer is NO. Companies prefer to consume APIs offered by likes of #Stripe #twilio #Shopify #razorpay etc.
This offers two benefits - faster time to market, of course that means no need to re-invent the wheel + not worrying of compliance around payment process or communication regulations. This makes entire ecosystem extremely agile
This is one reason why I quit robotics. I thought it was like....you can work and build fun stuff...but when we went to regional championships there was the FREAKING MILITARY??? And Lockheed Martin and Delta. And they were ALL like....we make planes for the military >:)
Me: am I gonna build a space ship!?
Robotics fair: No bich! You live in georgia!! Now help us build these aerial bombers and military excavation robots! :))
Me:
Like both delta and Lockheed Martin are here and several large military bases so we actually got to visit delta hangers where they make the planes and I was like wow! Planes! And then later i found out airlines are big jerks and make stuff for the airforce.
I wish I would've known I could still probably build spaceships....but idk I was like 15 I didn't know shit. I was just like....I don't see any spaceships!???
I liked the commercial planes...planes are a lot here in Georgia theres a school for it and they have their own airport.
We went there it was cool. Its in the country tho because its a tiny airport for regional flights so the students learn how a control tower works. The control tower is super cool.
i'll never forget my programming teacher who was like a senior dev at IBM and decided he was done writing missile guidance software
— neal frights (@flakealso) October 10, 2020
when he was telling us this he said "i just woke up one morning and it struck me that i was a murderer. so i quit." https://t.co/Ygqqz0ljWU
Me: am I gonna build a space ship!?
Robotics fair: No bich! You live in georgia!! Now help us build these aerial bombers and military excavation robots! :))
Me:
Like both delta and Lockheed Martin are here and several large military bases so we actually got to visit delta hangers where they make the planes and I was like wow! Planes! And then later i found out airlines are big jerks and make stuff for the airforce.
I wish I would've known I could still probably build spaceships....but idk I was like 15 I didn't know shit. I was just like....I don't see any spaceships!???
I liked the commercial planes...planes are a lot here in Georgia theres a school for it and they have their own airport.
We went there it was cool. Its in the country tho because its a tiny airport for regional flights so the students learn how a control tower works. The control tower is super cool.