
Be laser focused on what you are born for. Disregard/discard everything and everyone else. Deputy Editor @businessline (Editor Research Bureau; @blportfolio)
Joined December 2020
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Entirely my pleasure @elerianm 🙏Every time I have interacted with you I have learnt not just on economics and markets, but much more on humility!
My thanks to Hari Viswanathbl for the interesting conversion on the economy, policy and markets.
thehindubusinessline.com/por…
#economy #markets @the_hindu @_HarryVish #EconTwitter
Hari Viswanath retweeted
#WATCH : Can real estate and infrastructure investments beat the stock market?
REITs and InvITs offer another way to participate in these sectors. Understand how they work, what drives their returns and where they fit in your portfolio👇.
youtube.com/watch?v=5Ectx7Yy…
Hari Viswanath retweeted
“We are just an advanced breed of monkeys on a minor planet of a very average star. But we can understand the Universe. That makes us something very special.”
-Stephen Hawking
Hari Viswanath retweeted
#blopinion | Cancer care is one of the steepest barriers to equitable healthcare in India. When a single diagnosis can push a household into catastrophic health spending, and sometimes into poverty that lasts a generation, leaving prices entirely to the market is no longer an option. Structured price controls become a necessity. thehindubusinessline.com/opi…
VIX: 16.61 → 28.18 in one session. +70%.
Biggest point gain since April 2025. Nasdaq into correction. Mag7 lost ~$1 trillion
Wednesday they threw the hedges out the window and popped champagne, Thursday the bill arrived
And no, this still isn’t the biggest spike of the cycle
If you are not following @thefactitorium you are missing out on some of the most interesting and fun facts of life. One of the best accounts to follow in this space👇
I'm a mechanical engineer who's here for the failures.
It takes a special kind of broken to survive an engineering degree. Now I can't look at anything without wondering how it works and how it'll fail. Blessing and a curse.
Got something broken, a question, or a viral video you're not sure is real? Send it. If zip ties and duct tape can fix it, consider it solved.
None of this is advice. If you're bringing me a serious problem, please rethink your choices. License pending, indefinitely.
Hari Viswanath retweeted
Remember, remember the fifth of November,
The chips and the AI rot.
I see no reason the Nasdaq’s lean season
Should ever be forgot.
Chips, chips, ’twas the market’s intent
To ride the blue wave clear past Parliament,
But six minutes in, the rally was spent,
And the Nasdaq slid into correction’s descent.
Voters said no to the data-center boom,
Congress turned blue, and traders saw doom;
They feared that the rules for AI would get tough,
And by mid-morning, two trillion had been sold off.
Nvidia, Broadcom, Micron, AMD,
Took a beating for all of the Street to see;
The SOX shed ten percent, a sight to behold,
While Bitcoin slipped under seventy-six thousand, we’re told.
Holler, boys, holler, boys, let the bells ring,
Oil ticked higher while tech took the sting.
Sell, boys, sell, boys, sell everything,
And God save the bid, wherever it’s hiding.
So remember, remember the fifth of November,
The bid that the bulls never got.
I see no reason why the fifth of November
Should ever be forgot.
Hari Viswanath retweeted
"A roughly $500 million portfolio of data center loans has been put up for sale all at once, in a rare auction"
Portfolio includes Project Jupiter where we just were
Based on the description - also sounds like it includes the Vantage sites in San Antonio we visited
Hari Viswanath retweeted
The Three Poisons shifting the Karmic Winds
1. Higher real rates stay higher for longer
2. Massive issuance to fund deficits and AI (still going to be massive even if Date Centers slow a touch) - Hamburgers
3. Equity market Growth expectations are impossible to achieve without massive issuance and spending AND more importantly GDP growth of close to double digits while profits share of GDP practically doubles - not enough pie
👇
BREAKING: The Volatility Index, $VIX, surges over +70% on the day, on track for its biggest daily gain since February 2018.
Not even March 2020 saw a daily jump in volatility like we are seeing now.
Hari Viswanath retweeted
Bryan Adams turns 67 today!
One of the most iconic singers of the 80s. At 67, he still has the same energy he had in his 20s!
Hari Viswanath retweeted
November 5, 1937. Nearly two years before the war, Adolf Hitler gathers his top military and foreign-policy chiefs in Berlin and, behind closed doors, lays out his intention to wage wars of conquest in Europe. A colonel named Hossbach takes notes, and the record he produces, the Hossbach Memorandum, would one day be used at Nuremberg as evidence that the Second World War was not a tragic accident but a plan.
The meeting was supposed to be about something mundane, a squabble over the allocation of steel and raw materials among the armed services. But Hitler turned it into something far larger. For hours he held forth to the assembled leaders, his war and foreign ministers, the heads of the army, navy, and air force, about his vision for Germany's future, and that vision was war. He declared that Germany needed Lebensraum, living space, which could only be won by force, and he laid out a timetable for aggression, aiming to secure Germany's position by around 1943 to 1945 at the latest, with the first targets being Austria and Czechoslovakia, to be seized to strengthen Germany for the greater struggle to come.
It was a chilling preview of exactly what happened. Within months Hitler would annex Austria, and within a year he would take the Sudetenland and then all of Czechoslovakia, precisely the steps he outlined. The Hossbach meeting is one of the clearest windows into his intentions, a moment when he spelled out to his own commanders that he meant to plunge Europe into war for conquest and racial empire.
And it is fascinating partly for the reaction in the room. This was not a gathering of fanatical Nazis nodding along. Several of the professional military men present, and the foreign minister, were alarmed. The war minister, Blomberg, and the army commander, Fritsch, raised objections, warning of the dangers, cautioning that Britain and France might not stand aside, that Germany was not ready, that this course was reckless. These were conservative officers of the old school, willing to rebuild German power but wary of Hitler's headlong rush toward a general war.
Their caution did not save them; it may have doomed them. Within a few months of this meeting, both Blomberg and Fritsch were gone, forced out in scandals, the Blomberg affair over his wife's past and the Fritsch affair on trumped-up charges, and Hitler used the opportunity to purge the conservative military leadership and take ever tighter personal control of the armed forces, replacing doubters with more compliant men. The objections raised at the Hossbach meeting were, in a sense, the last gasp of the old military establishment's independence before Hitler brought the army fully to heel.
Historians argue about exactly how to read the memorandum, whether it was a firm, fixed war plan or more of Hitler thinking aloud, testing his advisers, laying out aspirations that shifted with circumstances. The exact weight of it is debated. But its broad significance is not seriously in doubt: here, in November 1937, Hitler told his own leaders that he intended to wage aggressive war for conquest, named his first victims, and set a rough timetable, and then events followed the blueprint with grim fidelity.
That is why, after the war, the Hossbach Memorandum became a key piece of evidence at the Nuremberg trials, offered by the prosecution as proof that the Nazi leadership had conspired and planned to wage aggressive war, that the catastrophe that killed tens of millions had been, from early on, an intention and a design. The conference on the 5th was one of the signposts on the road to war, the day the plan was spoken aloud in a Berlin room, with the professional soldiers who doubted it soon to be swept aside.
12 hours ago I told you Wall Street would have regretted quickly throwing all the insurance they bought ahead of the midterms out of the window on Wednesday and here we are today
Hari Viswanath retweeted
Happy 67th birthday to the iconic Bryan Adams!
After all these decades, he’s one of the few artists who still has his full vocal range! Seeing him live is a real treat.
Video taken by Rock History.
Hari Viswanath retweeted
Update: NASA confirms Swift re-entered at 7:39 AM ET over North Sumatra, Indonesia. Observers in Malaysia saw it burn up. No damage or injuries reported.
22 years on a two-year warranty. Rest easy.
Hari Viswanath retweeted
NASA paid $30 million for a robot to rescue a falling telescope. The robot ended up needing a rescue of its own.
Swift launched in 2004 on a two-year mission. It kept working for about 22 years and caught more than 2,000 gamma-ray bursts, the most powerful explosions in the universe.
Then the Sun hit solar maximum. A more active Sun heats the upper atmosphere and puffs it up, so a satellite at Swift's height suddenly plows through thicker air. More drag, faster fall.
Swift was never built to be serviced. No handles, no docking port. So a company called Katalyst built a three-gripper robot named LINK in under a year to grab it and push it back up.
LINK launched in July and went into a multi-axis spin with two of its three reaction wheels dead. It never got closer than about 7 miles
Swift is coming down today, somewhere over the tropics. NASA hasn't said exactly when or where.
Most of its 1.5 tons should burn up, but dense tungsten parts and mirror pieces may survive. NASA put the odds of it hurting anyone at about 1 in 2,100.
Design life, two years. Actual life, 22. If you're going to fail, fail after beating the spec by a factor of 11.
Hari Viswanath retweeted
bl Explained | Are REITs and InvITs really better than FDs?
Backed by commercial real estate and infrastructure assets, they offer another way to be part of India’s growth story.
Watch to find out how they work, what drives their returns, and how RBI rate changes can move their prices.
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