Snapshots That Wow!

Sau dard hai!

Nothing captures the pain after the gain better than this 52W low vs. 52W high chart. A pain that the index masks.

Source: @itsTarH

Pump it up!

The market cap of US stocks relative to the US M2 money supply hit 289%, the highest since the 2000 Dot-Com Bubble.

Over the last 2 years, this ratio surged by ~100 percentage points. By comparison, in the late 1990s, it took 3 years for a similar rise.

The Nasdaq 100 to M2 money supply ratio has also doubled in 5 years and hit a record 0.97x, exceeding the 2000 Dot-Com Bubble peak of 0.93x.

In other words, the stock market's rally has significantly outpaced the increase in money supply.

Source: Kobeissi Letter

A western habit that helps!

Indian Universities are ramping up efforts to raise money via endowment funds, including the public titans- IIT.

Source: The Ken

The Indian underinvestment problem!

China’s GFCF has consistently stayed above 40% since 2003! This underinvestment is due to corporates punching way below their weight. With current corporate debt levels lower than previous decade, seems like this underinvestment will persist.

Source: Indus Valley Report 2024

Thodi si toh lift kara de!

With chocolate, cheese and so many elevators, why is the incidence of diabetes higher in India than in Switzerland?

Source: Indus Valley Report 2024

Kona baapa ni diwali?

Of the US Taxpayer money $21mn was spent towards voter turnout in India?!?

Source: DOGE