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22/09/2026

What exactly is a Blockade⁉️

In simple terms:

A powerful country uses Military force to stop Ships and Supplies from entering or leaving another country

You don’t necessarily invade

You squeeze its
👉Trade
👉Fuel
👉Food
👉And Economy

From the outside

And this is one of the oldest weapons of war

🇬🇧Britain famously used naval blockades against 🇩🇪Germany in both World Wars

In World War I, Britain even intercepted neutral ships carrying food and raw materials that might eventually reach Germany — essentially using economic strangulation as a weapon

More recently—

🇸🇦Saudi Arabia and its coalition blockaded 🇾🇪Yemen’s ports and imports during the Yemen war

For a country importing roughly 90% of its food, restricting ports can become devastating very quickly

👇America is currently Blockading Cuba as well…….

🇺🇸America has maintained an extensive embargo and sanctions programme on 🇨🇺Cuba for decades (including a recent Blockade) - restricting Trade, Banking, and access to US-linked Finance

Cuban citizens are suffering because they can only access goods produced within the country. This has in effect strangulated their economy

But while US’s Blockade on Iran may be harmful, it’s not necessarily devasting

🇮🇷Because Iran has something most Blockaded countries don’t—

The ability to retaliate

It has Missiles, Drones, and a Naval Force capable of striking US Warships blockading it

But lifting the Blockade is one of Iran’s conditions (among many others) if US wants them to reopen the Strait of Hormuz

💭Tell me what you think in the comments

18/09/2026

The era of free money is officially over 🔚 and this morning’s move out of Japan is the TRIGGER

The Bank of Japan just hiked rates by 25 bps 📈 pushing its benchmark to a 31-year high

🇺🇸It follows the US, which also raised rates just this week

🛢️Economies everywhere are tilted toward tightening on the back of soaring oil prices from the conflict in Iran

But Japan’s hike is different, and here’s why ➡️ the Yen Carry Trade

Rewind to the late 1990s
👉Japan ran a zero interest rate policy to drag its deflationary economy back to life

And global investors spotted the loophole
👉borrow Yen for basically FREE, then deploy that money across the world for returns

For years it was the CHEAT CODE

👇But that trade is now getting expensive

BoJ has been hiking since March 2024, and this is the 6th hike in the cycle

📈Rates now sit at a 31-year high

Higher rates in Japan = higher borrowing costs on every levereged Yen out there

Suddenly the carry trade stops making sense 👉 and a massive, years-in-the-making leveraged position starts to unwind 🌊

When the cost of money changes, everything built on cheap money gets repriced 👀

The free money era is done 🔚

15/09/2026

🤔Strategic Diplomacy? Or Selective Courage Against Our Own BRICS Allies?

💭Tell me your thoughts in the comments

14/09/2026

🌍BRICS is not 5 countries anymore

It is 11 members + 10 partners

🔶Members:
🇧🇷Brazil
🇷🇺Russia
🇮🇳India
🇨🇳China
🇿🇦South Africa
🇪🇬Egypt
🇪🇹Ethiopia
🇮🇷Iran
🇦🇪UAE
🇮🇩Indonesia
🇸🇦and Saudi Arabia (which still counts as the 11th member even though Riyadh has never formally joined)

🔷Partners:
🇧🇾Belarus
🇧🇴Bolivia
🇨🇺Cuba
🇰🇿Kazakhstan
🇲🇾Malaysia
🇳🇬Nigeria
🇹🇭Thailand
🇺🇬Uganda
🇺🇿Uzbekistan
🇻🇳Vietnam

They sit in the room, but don’t vote like members

Together the 11 cover about half the world’s people

On PPP - Purchasing Power Parity (what economies actually produce at home), BRICS is ~40% of world GDP — bigger than the G7

In dollars, the G7 is still larger

China is most of the BRICS economy

Why the payments fight exists⁉️

✅A 2024 Washington Post investigation found the US has some form of sanctions on about one-third of all countries, including 60% of poor nations

That’s why Russia, Iran, and China want to get off the dollar

India wants less dollar dependence — not a China-run replacement currency

💭Tell me what you think of India’s stance in the comments below

12/09/2026

Tracking IPO subscription status, start / end dates, lot size, and minimum amount is a genuine hassle

That’s why Dhan built something to help investors out

📈Meet Super IPO

It lets you set your preferred subscription condition, category, and lot size in advance

🤖Then, the moment an IPO qualifies against your condition, the bid gets placed automatically

🚀So if you want to skip the chaos and make informed IPO bids - open a Demat account on Dhan, and put Super IPO to work NOW

09/09/2026

Leopold Aschenbrenner started Situational Awareness with roughly $225 million in 2024

In 2 years, he built it up to $45 billion, posting the fastest return on Wall Street
(note: he raised more along the way, so not everything was profit)

And when the AI trade reversed, he lost 67% of his fund’s value in a single month, making history as the single largest fund loss in absolute terms

His entire strategy was one gigantic AI bet disguised as a Hedge!

His thesis?

If AI changes the world, own everything physically required to build it — and bet against everything AI could disrupt.

🟢 THE LONG SIDE — “AI BUILDS”

Names included:

👉 SanDisk
👉 SK Hynix
👉 Samsung
👉 Micron
👉 TSMC
👉 Bloom Energy

Memory. Chips. Data centres. Power

The physical bottlenecks of the AI boom

🔻 THE SHORT SIDE — “AI DESTROYS”

He simultaneously bet against parts of traditional software and SaaS that he believed AI would disrupt

👉 Adobe
👉 Salesforce
👉 Accenture

Then add:

👉 Top 5 positions = ~76% of the book
👉 Largest position = ~40%
👉 Heavy leverage of 3 – 4X on top

And suddenly an extraordinary investment thesis became a risk-management problem

🇮🇳 WE SAW A VERSION OF THIS TRADE IN INDIA TOO

While India does not have companies building AI Infra directly – proxies of the AI buildout such as

👉 Sterlite Technologies
👉 HFCL
👉 KRN Heat Exchangers
👉 Aeroflex Industries
👉 Welspun Corp
👉 TD Power

Rallied aggressively as investors chased Data-Centre, Fibre and, Connectivity stocks

Meanwhile traditional Indian IT and SaaS names such as

👉 TCS
👉 Infosys
👉 Wipro
👉 Persistent Systems
👉 Zaggle

Were punished earlier on fears that AI could disrupt the old outsourcing model

04/09/2026

Millennials are stuck in the middle

We’re supporting our parents, planning for our children, paying EMIs, and trying to keep up with a lifestyle that keeps getting more expensive

And somewhere in between, our own retirement keeps getting pushed back

That’s why having a clear plan matters

Dezerv’s customised Retirement Plan looks at your
👉Current Portfolio
👉Expenses
👉Inflation
👉Future Lifestyle
👉And Longevity

to help you understand what your retirement may actually need…..

Because taking care of everyone else shouldn’t mean forgetting yourself

Get your customised Retirement Plan on the Dezerv App today!

02/09/2026

📉Here’s how to hedge your bets with Rupee in permanent decline

🚨Disclaimer: It’s NOT a get rich quick tip, but a way to preserve your purchasing power!

Govt’s can print currencies - but NOT Gold, Silver, Copper, or Land

When politics starts competing on who gives more cash, the currency becomes the loser. Own something that cannot be printed

💰First, A Fixed Deposit is a little better than Cash under your mattress. It pays interest. These days that interest barely beats Inflation after tax. An FD protects you from keeping notes under the mattress. It doesn’t make you an asset owner

👇Here are some practical examples of how you can become an Asset Owner. I’ve kept it small ticket, and buyable in India

🚨Disclaimer: I have purposely left out Digital Gold / Silver, ETFs, Sovereign Gold Bonds, Land, even REITs

🥇Gold Coin: buy from nearest trusted jeweller. Hallmarked. Bill in your name. Start with 1 – 2 grams which will cost you approx. ₹15,000 - ₹15,500 per gram. Similarly, you can buy a 10 gram Gold Biscuit too

🥈Silver Coin: same process as Gold. But since it’s cheaper, you can buy 10 grams for approx. between ₹2,300 - ₹2500. You may even choose 100 grams or 1 Kg, depending on your budget

🥉Copper Bar: type “1 Kg Copper Bar” and check out the prices on Amazon. It should be between ₹2,200 - ₹2,800. It can be delivered straight to your house. However, Amazon prices trade at a significant premium to spot Copper prices (XCUUSD is Spot Copper price in US$) Resale is messy. Better is to find a metal dealer, weigh it, and check purity

📈Equity Shares: A share is a claim on a business: factories, brands, cash flows, pricing power. If the rupee is printed and prices rise, good companies can raise selling prices, grow rupee profits, and share price rises in rupees. Over long periods, equities have often beaten inflation for that reason.
So, a growing business can protect your purchasing power

⚠️Disclaimer: any random small or mid cap is not a currency hedge. Only businesses that can raise prices when the rupee shrinks (businesses that own Assets or Brands - Energy, Metals, Infra, Consumer Staples with pri

31/08/2026

🚨Choice International has evolved into more than just a high-quality distribution platform

When volumes dry up, most Capital Market names go quiet

But this one has 2 other growth engines running as well

Business Segments:

👉Broking & Distribution (59%) – Stock Broking, Wealth, Insurance

👉Advisory (26% - 28%) – Govt. Consulting, Investment Banking

👉NBFC (13% - 15%) – MSME, Solar, Supply Chain, Vehicle Financing, Personal Loan

🔖3 note-worthy points I found from their latest Investor PPT

🔷Growth
🔸Over the last 17 quarters, Revenue has compounded at 42%
🔸Profits have grown at 67% CAGR
🔸Management is now guiding 30% from here
🔸The scale up has been aggressive

🔷Advisory
🔸In the latest quarter, the consulting arm won ₹191 crore of fresh Govt. mandates
🔸E-governance. Railways. Infrastructure. Digital Transformation
🔸Multi-year Govt. contracts give good revenue visibility

🔷Strategic Investment of ₹900 crore
🔸South Korea’s NH Investment & Securities recently invested ₹900 crore into Choice’s Broking subsidiary
🔸A global institution gives in Credibility + Capital
🔸That money will be used to scale technology, acquire customers, and fund the most capital-hungry and fast-growing part of the business - Margin Funding Book

💭Tell me your thoughts in the comments

27/08/2026

Most investors don’t need another stock tip

They need better habits!

The 10 things in this Reel are deliberately simple, and practical

You don’t need to spend 6 hours a day reading Annual Reports

Just improve your process
a little bit every day

👉Read one concall
👉Understand the full implication of one corporate action fully
👉Study one credit rating report
👉Listen to one good investor
👉Journal one mistake

Do that consistently
and your investing framework becomes dramatically better over time

The biggest edge in markets is not one secret indicator

It’s usually better information + better judgement + fewer repeated mistakes

Pick even 2 – 3 of these habits
and start this week

And yes…
Rule No. 11 is obviously to follow me across Instagram, X and LinkedIn😉



Happy Investing

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