Snapshots That Wow!

First it was brain drain, now capital drain as well :(

“Indian investors holdings in U.S. stocks hit all time high with their holdings up 15x since May 2016”

Source: Patterns, FRED

Hold your breath and count to ten, for this is the end.

“US business investment in computers and peripheral equipment has reached an annualized rate of about $96 billion. That is up from $39 billion in 2021. The latest year-on-year growth rate is nearly 75 percent.

Cumulative investment over the past two and a half years is about $585 billion. That is equivalent to more than five to six years of normal pre-Covid demand compressed into just 30 months.”

Source: DSP Netra

Made in India, ek EV chahiye that’s made in India!

“Indian Automakers just topped the world in EV efficiency. Not Tesla. Not BYD. Tata and Mahindra.

Among the world's 22 largest automakers, Tata Motors and Mahindra posted the lowest energy consumption per km in 2025, beating Tesla and BYD on efficiency.”

Source: International Council on Clean Transportation

Not all growth is equal

We are sitting at the heels of the best earnings season posted by S&P500 companies in a long time. Ex of post COVID or post GFC quarters, this might be the best in the 21st century yet this growth is not equal. If we go by GDP contribution,

92% of the economy is growing 1%

8% of the economy is growing 14%.

Source: EPB

Risk hai, toh ishq hai!

“Call option volume in the S&P 500 spiked to a record 4.0 million contracts on Tuesday.

By comparison, daily call option volume never exceeded 2 million contracts until Q4 2023.

Meanwhile, the S&P 500 put/call skew, measuring the relative demand for downside protection versus upside exposure, posted its largest two-day decline since 2017.

Risk appetite is absolutely exploding.”

Source: The Kobeissi Letter

Watch Fifa to book a holiday!

In the month of july, searches for flights to cabo verde reached an all time high with Americans specifically looking for an all inclusive package there.

Source: Google Trends