Rounaq Bakshi

12/06/2026

12/06/2026

Fear wears different masks in markets. Fear of missing out buys the top. Fear of loss sells the bottom. Fear of looking foolish follows the crowd into both. Different masks, same face underneath.

12/06/2026

Your relationship with fear decides what kind of investor you are. Not your IQ, not your models. I have watched brilliant analysts sell at the bottom and ordinary investors hold through three crashes. The difference was never intelligence.

12/06/2026

The honest test is simple. Pre-war Brent was around $70. Today it is $90. If this deal is real, that $20 of war premium dies over the coming weeks. If Hormuz stays shut next Friday, you have your answer. Watch the strait, not the statements.

12/06/2026

People ask me how I stay so optimistic. The honest answer: I read the data, not the headlines.

12/06/2026

Jeff Bezos shuts down AI-induced job loss talk, predicts labor shortage instead

Jeff Bezos on CNBC

"I think that there’s going to be a labor shortage as a result.

Many smart people are saying, oh my God, there are going to be no more radiologists because the AI can read X-rays better than the radiologist can. And there are going to be no more software engineers because the AI can program better than the software engineer can.

These people are wrong. What’s really going to happen is that it’s going to elevate all of these people.

It’s like, let’s say you’re a software engineer. You’ve been digging out the basement of your house with a shovel, and somebody’s about to hand you a bulldozer. You should be so happy if you’re digging the basement to your house and somebody says, “Hey, how about this?

We’re going to have so much productivity in our economy.”

12/06/2026

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