Vinodsrinivasan ✓
@vinodsrinivasan · joined 30 Sep 2023
I am here to help. Anand Srinivasan’s brother and on Instagram as vinodsrinivasan_
37 034Followers
63Following
6 844Posts total
5MViews on collected posts
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Yeni gönderiler aranıyor…
11 FMCG stocks are within 4% of their 52 week lows. HUL is 1% above. Godrej Consumer 0.1% above. It looks like a buffet. It is a trap, because it makes you ask the wrong question. Thread on Jyothy Labs, down 40% in a year, and what the fall does and does not tell you.
26.3K views · 203 likes
· 14 reposts · 6 replies
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Samsung India is cutting jobs in its TV and appliance business. The headline reads like a Samsung problem. It is not. It is a memory chip problem that has landed on the Indian consumer. A thread.
12.9K views · 160 likes
· 12 reposts · 2 replies
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Indian companies filed $7.7 billion of overseas borrowing proposals in July, up 27% from June. The headline reads like a capex boom. It is not, yet. A short thread on how to read this.
4.9K views · 47 likes
· 3 reposts · 2 replies
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@vinodsrinivasan Basic rule: correlation is not causation
1.1K views · 7 likes
· 0 reposts · 1 replies
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Neither reading is proven. But when the fastest growing loan in the country is secured against household jewellery, the question of who's paying for the boom deserves more attention than the boom itself. Watch the facts, not the statements.
2.1K views · 25 likes
· 1 reposts · 1 replies
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Why it matters for the growth debate. The GDP thread showed firms invested through the oil shock and held wages. FADA showed rural India buying cars. This shows how part of that buying is being paid for. Credit funded consumption is still consumption. It just has a repayment
2.3K views · 17 likes
· 1 reposts · 1 replies
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What would settle it. Gold tonnage pledged, not rupee value. Loan to value creeping up means borrowers are stretching. Gold loan delinquencies and auction volumes over the next two quarters. And whether consumer durable loans keep growing at 50% once the festive season is over.
2K views · 16 likes
· 1 reposts · 1 replies
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Which is it. The honest answer is that the RBI number can't tell you. A 68% rise in gold loan value with gold up sharply in rupee terms could be the same tonnage pledged at a higher price. More money lent, not more families borrowing. That's the first thing to check before anyone
2.1K views · 17 likes
· 1 reposts · 1 replies
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Reading two: food inflation went from 2% to 5% this year, rural wage growth fell from 21% to 5%, and the one thing a rural household can raise cash against quickly is gold. The car and the fridge are being bought on borrowed money against pledged jewellery. Stress dressed as
2.3K views · 22 likes
· 1 reposts · 1 replies
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Two readings, same data. Reading one: gold is up fivefold from what most families paid, lenders are offering more per gram, households are rationally unlocking a dead asset to fund purchases. Confidence.
2.5K views · 19 likes
· 1 reposts · 1 replies
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Banks are doing the same thing, faster. Bank gold loans up 88% to ₹5.52 lakh crore. Add the two and Indian households have over ₹9 lakh crore borrowed against the jewellery in the cupboard. That's larger than the entire NBFC and HFC housing book.
3K views · 20 likes
· 1 reposts · 1 replies
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Rural India bought 25% more cars in August. Same month, gold loans at NBFCs were up 68% and consumer durable loans up 51%. Read those together before you decide what the car number means.
28.5K views · 398 likes
· 25 reposts · 10 replies
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RBI data to end July. NBFC credit up 14.9% year on year to ₹60 lakh crore, from 10.6% a year ago. Retail loans within that up 21.4%. The two fastest lines: gold jewellery loans, up 68.5% to ₹3.54 lakh crore, and consumer durable loans, up 51.5% to ₹74,644 crore.
3.3K views · 27 likes
· 1 reposts · 1 replies
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@vinodsrinivasan since the beginning of war every friday this kind of news , and sunday another news. nothing but manipulation of stock market. 🤣🤣
13.4K views · 42 likes
· 1 reposts · 0 replies
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The noise will be loud this weekend. Islamabad talks on Sunday. Headlines every few hours.
Most of it will not matter to a 5-year holder.
Watch the facts, not the statements.
46.8K views · 166 likes
· 3 reposts · 7 replies
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For the disciplined investor, none of this changes anything.
Small, consistent accumulation in quality businesses with clean balance sheets and durable moats does not care about a 10-day ceasefire window.
Tiffin-sized. Coffee-sized. Regular. Boring. Compounding.
55.5K views · 156 likes
· 1 reposts · 3 replies
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What would change the read:
Loaded tanker volumes back to pre-crisis levels over 5 to 7 days. Lebanon actually moving on Hezbollah. US lifting the port blockade.
Until then, this is a tradeable bounce on a genuinely fragile setup.
59.7K views · 153 likes
· 2 reposts · 1 replies
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What the market is actually pricing today:
Reduced tail risk. Not resolved risk.
Russell 2000 at all-time highs on a ceasefire announcement is participants confusing a pause with a settlement.
The people who panic-sold two weeks ago are now FOMO-buying the bounce. Same
73K views · 171 likes
· 1 reposts · 1 replies
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The Israel-Lebanon ceasefire is 10 days and conditional on Lebanon disarming Hezbollah.
Lebanon failed at exactly this task last year. Hezbollah has publicly rejected dismantling its military assets.
Base rate for this holding past day 10 is not high.
87.6K views · 201 likes
· 0 reposts · 1 replies
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IEA director this week: Europe has about six weeks of jet fuel left.
Kuwait Petroleum: four months to fully restore Gulf production.
Kpler analyst: possibly five months.
This crisis has a long tail regardless of what the screens do today.
112.4K views · 252 likes
· 1 reposts · 1 replies
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The mines matter.
Reports suggest Iran may have lost track of mines it planted in the strait. They may not be able to clear them themselves.
“Open” via a new coordinated route is a different product from pre-war Hormuz. Insurance, transit time, and IRGC tolls do not go away.
151.6K views · 271 likes
· 0 reposts · 2 replies
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Brent spot closed at $124 last week.
Brent futures closed at $99 yesterday.
The spread tells you physical cargo is still priced for scarcity, even as paper markets price the ceasefire.
Today’s 9 percent drop is relief, not resolution.
218.8K views · 348 likes
· 1 reposts · 1 replies
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On April 9, Abu Dhabi’s ADNOC CEO said 230 loaded oil tankers were stuck waiting inside the Gulf.
Middle East production is reportedly down ~10 million barrels a day.
One X post does not clear that backlog. Logistics does. That takes weeks, not hours.
302.9K views · 477 likes
· 1 reposts · 2 replies
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The facts the tape is ignoring:
US naval blockade of Iranian ports still in full force. Trump confirmed it today.
Two gatekeepers. One waterway. Ten-day clock.
This is a managed standoff, not a resolution.
364.2K views · 941 likes
· 15 reposts · 6 replies
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“Open” comes with three words buried in the announcement.
“On the coordinated route.”
Iranian state TV then clarified: passage “is not possible without coordination of the IRGC navy.”
That is not open. That is permissioned access.
376.7K views · 1.8K likes
· 34 reposts · 11 replies
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Iran just declared the Strait of Hormuz “completely open.”
Oil fell 9 percent. Stocks ripped to all-time highs.
Before you celebrate, read the next tweet.
3.1M views · 9.3K likes
· 173 reposts · 85 replies
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Aynı büyüklükteki hesaplara karşı
Son 90 güne ait 13 gönderi, 10K–100K takipçi aralığıyla yan yana. geniş kitleye gösteriliyor, ama izleyenlerin azı tepki veriyor.
Medyan görüntülenme2 532bu hesap95410K–100K için medyan
Erişim, %6.84%bu hesap3.34%10K–100K için medyan
Etkileşim, %0.89%bu hesap1.90%10K–100K için medyan
| Ölçüt | Bu hesap | 10K–100K için medyan | Oran |
|---|---|---|---|
| Gönderi başına medyan görüntülenme | 2 532 | 954 | 2.65× |
| Erişim (görüntülenme ÷ takipçi) | 6.84% | 3.34% | 2.05× |
| Etkileşim oranı | 0.89% | 1.90% | 0.47× |
Bu aralıktaki diğer hesaplar → Başka bir hesapla karşılaştır → Bu kıyas değerleri nasıl kuruluyor →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
13.4K17 Apr
3.3K8 Sep
28.5K
3K
2.5K
2.3K
2.1K
2K
2.3K
2.1K
1.1K
4.9K
12.9K
26.3K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.32%17 Apr
0.87%8 Sep
1.52%
0.74%
0.83%
1.03%
0.89%
0.92%
0.84%
1.30%
0.70%
1.06%
1.37%
0.85%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.90%.
What the audience does
Likes87.8%15 237 in total
Reposts1.7%295 in total
Replies0.9%150 in total
Quotes0.1%23 in total
Bookmarks9.5%1 642 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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