Snapshots That Wow!

One man’s capex is another’s kaching!!!!!

A generational transfer in free cash flow is taking place. The one’s building the large infra pieces are seldom the disproportionate winner of the capex cycle.

Source: BofA Global Research

Early diagnosis will have the best prognosis

“If you read through the data of top 10 hospitals in India, Oncology is the busiest and most revenue generating. There's no gentle way to say this: 1 in 3 of us will find ourselves close to someone who has cancer in our lifetime.” The key lies in early detection.

Don’t skip that annual checkup, that pap smear test, and don’t ignore that pain or discomfort.

Source: Rainmatter, Dilip Kumar

Property prices will only go up? Think again.

With a decline in population in China, and a government declaration of housing is for living in and not speculation, residential property prices have come ‘correcting’ down post covid-19.

Source: FRED

DJT the HFT!

“Donald Trump declared making more than 22,000 stock transactions in 2025, according to the FT analysis. His immediate predecessor, Joe Biden, made 13 transactions over four years. In his first term, Trump made 517.”

Source: Financial Times

Impossible is nothing!

“Of the 10,138 times that a team has been up 2-0 at 79', only SIXTEEN times (0.16%) did they ever make a come back at the end of 90 minutes.

This is the first time it's happened in a World Cup.”

Source: Deedly

GOAT.

Yes, we took a side. So be it.