Dhruva Pandey
@Dhruvapandey
Optimist. Interests includes tech, investing, markets, psychology, chess & memes. βI troll experts with no skin in the gameβ
View on π3
Threads
2
views
5.3K
Followers
22.2K
Tweets
Threads
There are two drivers of returns A) earning growth B) discount rate Discount rate is set by central banks, when in- effect drivers economic activity / earning. If u become gr...
Inflation is overall bad for stocks no-matter how much pricing power you have. Lets assume inflation sustain to 15%, i.e, bonds yielding >15%. A company able to pass price increas...
And inflation was hitting 12-13% ... Having started earning in 2011 , i know how it was fucking us. https://t.co/H3TYd3KDVG https://t.co/w31K2HjWA9