7 days
30 days
All time
Recent
Popular
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%).
I have 4 email addresses on my Gmail Business account with 2 different domains, like this:
[email protected]
[email protected]
[email protected]
[email protected]
But I'm only paying for 1 account, 6$/month.
I'll show you how you can set this up, too, in 12 steps. 👇🏼
1. Go to https://t.co/W4U4atKBWq and authenticate your paid account. Google always first shows me my private @gmail.com account to authenticate. If it does that to you, too, that's the wrong account. You really need to switch to the business account and authenticate/log in there.
2. On the admin panel click "Domains".
3. On the next page click "Manage Domains". Now you'll see 2 options to choose from: "Add a domain" and "Add a domain alias".
4. Add a domain, if you have a different set of users per domain. For example Ann is working for business A, Leo for business B. Ann would get the email address [email protected], Leo would get [email protected]. In this case you'd pay for each user added to each domain.
Google takes different per user prices depending on the plan you select. If you're on the Starter plan and pay 6$/user/month, you'd have to pay 6$/month for Leo for adding him to the business B domain. In total, you'd pay 18$/m in total for you, Ann and Leo for 3 email addresses.
[email protected]
[email protected]
[email protected]
[email protected]
But I'm only paying for 1 account, 6$/month.
I'll show you how you can set this up, too, in 12 steps. 👇🏼
1. Go to https://t.co/W4U4atKBWq and authenticate your paid account. Google always first shows me my private @gmail.com account to authenticate. If it does that to you, too, that's the wrong account. You really need to switch to the business account and authenticate/log in there.
2. On the admin panel click "Domains".
3. On the next page click "Manage Domains". Now you'll see 2 options to choose from: "Add a domain" and "Add a domain alias".
4. Add a domain, if you have a different set of users per domain. For example Ann is working for business A, Leo for business B. Ann would get the email address [email protected], Leo would get [email protected]. In this case you'd pay for each user added to each domain.
Google takes different per user prices depending on the plan you select. If you're on the Starter plan and pay 6$/user/month, you'd have to pay 6$/month for Leo for adding him to the business B domain. In total, you'd pay 18$/m in total for you, Ann and Leo for 3 email addresses.
Feels like a good time to share my path from random person on the internet to @Coinbase to @1confirmation
Nothing special just curiosity and hustle which everyone has, it just needs to be unlocked
Coinbase is now a giant that's easy to hate on but started as an underdog just like every other startup. @brian_armstrong launched it by himself in June 2012
I got curious after reading his Hacker News post (https://t.co/t69Tz5E2Eb) and became one of the first users
Months earlier a @fredwilson post (https://t.co/wmu3WRuYCy) about BTC intrigued me and I made my first purchase by taking out cash from an ATM then going to a CVS to Moneygram it to Mt. Gox
Buying on https://t.co/lvwtxPqm8B was a huge improvement from that initial experience
Bitcoin wasn’t in high demand then so Brian sent "bitcents" to users 😂
Down the rabbit hole I went
July 2013: Cold emails ftw (this was one of many)
Nothing special just curiosity and hustle which everyone has, it just needs to be unlocked
Coinbase is now a giant that's easy to hate on but started as an underdog just like every other startup. @brian_armstrong launched it by himself in June 2012
I got curious after reading his Hacker News post (https://t.co/t69Tz5E2Eb) and became one of the first users
Months earlier a @fredwilson post (https://t.co/wmu3WRuYCy) about BTC intrigued me and I made my first purchase by taking out cash from an ATM then going to a CVS to Moneygram it to Mt. Gox
Buying on https://t.co/lvwtxPqm8B was a huge improvement from that initial experience
Bitcoin wasn’t in high demand then so Brian sent "bitcents" to users 😂
Down the rabbit hole I went
July 2013: Cold emails ftw (this was one of many)