Hari Viswanath (@_HarryVish) header
Hari Viswanath (@_HarryVish) profile picture

Be laser focused on what you are born for. Disregard/discard everything and everyone else. Deputy Editor @businessline (Editor Research Bureau; @blportfolio)

Joined December 2020
Photo by Hari Viswanath (@_HarryVish)Photo by Hari Viswanath (@_HarryVish)Photo by Hari Viswanath (@_HarryVish)Photo by Hari Viswanath (@_HarryVish)Photo by Hari Viswanath (@_HarryVish)Photo by Hari Viswanath (@_HarryVish)Photo by Hari Viswanath (@_HarryVish)Photo by Hari Viswanath (@_HarryVish)Photo by Hari Viswanath (@_HarryVish)Photo by Hari Viswanath (@_HarryVish)
Entirely my pleasure @elerianm 🙏Every time I have interacted with you I have learnt not just on economics and markets, but much more on humility!
My thanks to Hari Viswanathbl for the interesting conversion on the economy, policy and markets. thehindubusinessline.com/por… #economy #markets @the_hindu @_HarryVish #EconTwitter
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In @businessline @BlPortfolio edition of August 23 this year, we cautioned why chasing AI trade was getting riskier by the day and we also commented why GQG Partner's pivot to AI stocks was totally ill timed and that investors must avoid the AI trap👇👇👇
GQG Partners moving from zero allocation to AI/Tech few months back, to 50 per cent allocation just before the start of the AI crash
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GQG Partners moving from zero allocation to AI/Tech few months back, to 50 per cent allocation just before the start of the AI crash
Quite the funds management story to follow. A "nothing to regret" from Rajiv in the AFR now. Looking like -10% in October for their US fund vs. flat MSCI World Index. Morningstar are "factoring in non-stop redemptions for the next five years and margins to compress" $GQG $GQG.AX
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A blind spot that all humans ail from when desires suppress rationality- 'The irony is difficult to forget: a brilliant mathematician, trained to demand rigorous proof, accepted extraordinary historical claims without sufficiently questioning their evidence.'
One of France's greatest mathematicians once spent a fortune buying 27,000 fake historical letters. Michel Chasles (1793–1880) was a distinguished geometer, celebrated for his contributions to mathematics. But he had an unusual passion: collecting handwritten letters from famous historical figures. Between 1861 and 1869, a dealer named Denis Vrain-Lucas sold him more than 27,000 supposedly authentic documents for approximately 140,000 francs. Some letters appeared to prove that Blaise Pascal had discovered universal gravitation before Isaac Newton. Chasles was so convinced that in 1867 he presented the evidence to the French Academy of Sciences. Then came the extraordinary details. His collection included alleged correspondence from: • Cleopatra to Julius Caesar • Alexander the Great to Aristotle • Mary Magdalene to Lazarus • Pascal to Newton and Galileo And nearly all the documents shared one remarkable characteristic. They were written in French! When scholars noticed impossible dates, suspicious handwriting and historical contradictions, Vrain-Lucas simply produced additional letters to explain the earlier ones. Eventually the elaborate fraud collapsed. The dealer was convicted and sentenced to two years in prison. Chasles, whose mathematical achievements were genuine, had been deceived by thousands of fabricated historical documents. Howard Eves recounts this episode in In Mathematical Circles. The irony is difficult to forget: a brilliant mathematician, trained to demand rigorous proof, accepted extraordinary historical claims without sufficiently questioning their evidence.
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Hari Viswanath retweeted
"It might be anywhere from 250,000 to 500,000 units a year." Elon Musk - on projected sales for Tesla cybertrucks from a shareholder meeting in 2023. According to Google, in 2026, Tesla sold 13,800 units in the U.S. And now production is cancelled.
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🤣🤣🤣🤣🤣🤣
What happened to your AI stocks today?
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Hari Viswanath retweeted
#WATCH : Can real estate and infrastructure investments beat the stock market? REITs and InvITs offer another way to participate in these sectors. Understand how they work, what drives their returns and where they fit in your portfolio👇. youtube.com/watch?v=5Ectx7Yy…
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Hari Viswanath retweeted
“We are just an advanced breed of monkeys on a minor planet of a very average star. But we can understand the Universe. That makes us something very special.” -Stephen Hawking
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Hari Viswanath retweeted
#blopinion | Cancer care is one of the steepest barriers to equitable healthcare in India. When a single diagnosis can push a household into catastrophic health spending, and sometimes into poverty that lasts a generation, leaving prices entirely to the market is no longer an option. Structured price controls become a necessity. thehindubusinessline.com/opi…
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Hari Viswanath retweeted
The $VIX spiked 70% higher today, the 3rd largest 1-day % increase in history (note: $VIX data goes back to 1990).
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Hari Viswanath retweeted
VIX: 16.61 → 28.18 in one session. +70%. Biggest point gain since April 2025. Nasdaq into correction. Mag7 lost ~$1 trillion Wednesday they threw the hedges out the window and popped champagne, Thursday the bill arrived And no, this still isn’t the biggest spike of the cycle
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If you are not following @thefactitorium you are missing out on some of the most interesting and fun facts of life. One of the best accounts to follow in this space👇
I'm a mechanical engineer who's here for the failures. It takes a special kind of broken to survive an engineering degree. Now I can't look at anything without wondering how it works and how it'll fail. Blessing and a curse. Got something broken, a question, or a viral video you're not sure is real? Send it. If zip ties and duct tape can fix it, consider it solved. None of this is advice. If you're bringing me a serious problem, please rethink your choices. License pending, indefinitely.
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Hari Viswanath retweeted
Remember, remember the fifth of November, The chips and the AI rot. I see no reason the Nasdaq’s lean season Should ever be forgot. Chips, chips, ’twas the market’s intent To ride the blue wave clear past Parliament, But six minutes in, the rally was spent, And the Nasdaq slid into correction’s descent. Voters said no to the data-center boom, Congress turned blue, and traders saw doom; They feared that the rules for AI would get tough, And by mid-morning, two trillion had been sold off. Nvidia, Broadcom, Micron, AMD, Took a beating for all of the Street to see; The SOX shed ten percent, a sight to behold, While Bitcoin slipped under seventy-six thousand, we’re told. Holler, boys, holler, boys, let the bells ring, Oil ticked higher while tech took the sting. Sell, boys, sell, boys, sell everything, And God save the bid, wherever it’s hiding. So remember, remember the fifth of November, The bid that the bulls never got. I see no reason why the fifth of November Should ever be forgot.
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Hari Viswanath retweeted
"A roughly $500 million portfolio of data center loans has been put up for sale all at once, in a rare auction" Portfolio includes Project Jupiter where we just were Based on the description - also sounds like it includes the Vantage sites in San Antonio we visited
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Hari Viswanath retweeted
The Three Poisons shifting the Karmic Winds 1. Higher real rates stay higher for longer 2. Massive issuance to fund deficits and AI (still going to be massive even if Date Centers slow a touch) - Hamburgers 3. Equity market Growth expectations are impossible to achieve without massive issuance and spending AND more importantly GDP growth of close to double digits while profits share of GDP practically doubles - not enough pie
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BREAKING: The Volatility Index, $VIX, surges over +70% on the day, on track for its biggest daily gain since February 2018. Not even March 2020 saw a daily jump in volatility like we are seeing now.
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Bryan Adams turns 67 today! One of the most iconic singers of the 80s. At 67, he still has the same energy he had in his 20s!
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Hari Viswanath retweeted
November 5, 1937. Nearly two years before the war, Adolf Hitler gathers his top military and foreign-policy chiefs in Berlin and, behind closed doors, lays out his intention to wage wars of conquest in Europe. A colonel named Hossbach takes notes, and the record he produces, the Hossbach Memorandum, would one day be used at Nuremberg as evidence that the Second World War was not a tragic accident but a plan. The meeting was supposed to be about something mundane, a squabble over the allocation of steel and raw materials among the armed services. But Hitler turned it into something far larger. For hours he held forth to the assembled leaders, his war and foreign ministers, the heads of the army, navy, and air force, about his vision for Germany's future, and that vision was war. He declared that Germany needed Lebensraum, living space, which could only be won by force, and he laid out a timetable for aggression, aiming to secure Germany's position by around 1943 to 1945 at the latest, with the first targets being Austria and Czechoslovakia, to be seized to strengthen Germany for the greater struggle to come. It was a chilling preview of exactly what happened. Within months Hitler would annex Austria, and within a year he would take the Sudetenland and then all of Czechoslovakia, precisely the steps he outlined. The Hossbach meeting is one of the clearest windows into his intentions, a moment when he spelled out to his own commanders that he meant to plunge Europe into war for conquest and racial empire. And it is fascinating partly for the reaction in the room. This was not a gathering of fanatical Nazis nodding along. Several of the professional military men present, and the foreign minister, were alarmed. The war minister, Blomberg, and the army commander, Fritsch, raised objections, warning of the dangers, cautioning that Britain and France might not stand aside, that Germany was not ready, that this course was reckless. These were conservative officers of the old school, willing to rebuild German power but wary of Hitler's headlong rush toward a general war. Their caution did not save them; it may have doomed them. Within a few months of this meeting, both Blomberg and Fritsch were gone, forced out in scandals, the Blomberg affair over his wife's past and the Fritsch affair on trumped-up charges, and Hitler used the opportunity to purge the conservative military leadership and take ever tighter personal control of the armed forces, replacing doubters with more compliant men. The objections raised at the Hossbach meeting were, in a sense, the last gasp of the old military establishment's independence before Hitler brought the army fully to heel. Historians argue about exactly how to read the memorandum, whether it was a firm, fixed war plan or more of Hitler thinking aloud, testing his advisers, laying out aspirations that shifted with circumstances. The exact weight of it is debated. But its broad significance is not seriously in doubt: here, in November 1937, Hitler told his own leaders that he intended to wage aggressive war for conquest, named his first victims, and set a rough timetable, and then events followed the blueprint with grim fidelity. That is why, after the war, the Hossbach Memorandum became a key piece of evidence at the Nuremberg trials, offered by the prosecution as proof that the Nazi leadership had conspired and planned to wage aggressive war, that the catastrophe that killed tens of millions had been, from early on, an intention and a design. The conference on the 5th was one of the signposts on the road to war, the day the plan was spoken aloud in a Berlin room, with the professional soldiers who doubted it soon to be swept aside.
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Hari Viswanath retweeted
Leveraged ETF rebalance flows if markets remain here 41BN for sale
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12 hours ago I told you Wall Street would have regretted quickly throwing all the insurance they bought ahead of the midterms out of the window on Wednesday and here we are today
On Wednesday, Wall Street rushed to throw all its volatility and downside portfolio hedging out the window. They will regret dropping all that insurance. Feel free to bookmark this post
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Happy 67th birthday to the iconic Bryan Adams! After all these decades, he’s one of the few artists who still has his full vocal range! Seeing him live is a real treat. Video taken by Rock History.
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