That must have been scary

*boyfriend

Can you please provide Order ID in a DM. I work with Zomato and can raise this internally also making sure he does not lose his job but other riders are trained not to do this.

Delhi police works too ?

That grey colour 🫠🤌

I'm also looking for a less crowded place.
Heard that in Malayattoor there will be new year celebration is that true? Will there be lesser crowd?

JFC, could that diaper be any more obvious?

r/darwinaward

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TBH, forget about her.

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What dashcam did you purchase?

Beautiful concept terrible execution 

OC.

Celebrating Mumbai's pride, the iconic Dabbawalas, now immortalized at a bus stop in Mira Road East. A heartfelt tribute to their unwavering dedication and the spirit of Mumbai!

I have 6

they have a fatter version also in audience

https://preview.redd.it/x92yat8xt49e1.png?width=204&format=png&auto=webp&s=fd3ad4f5b3d6b52dbed4532d176e198068a00118

Sanjana bhabhi hatiye

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Very nice sheet you have maintained. Keep up!

Pointers for rebalancing, Shift to Moderate portfolio. Key Risks for 2025 - Donald Trump is biggest souce of volatility. His impetus will be higher on US Equities, and tariff policies will be met with actions by China. Intest Trade war may not augur well for all Emerging Markets. Inflation, for US is a tricky thing, as we are in a situation where a cut too early may cause inflation spiral and too late may cause economic slowdown. With Trump running supply side management, it will be tricky for RBI to time their own cuts.

Tailwinds - Food inflation may moderate in 2025 as fresh yield coming in + global imports have been eased to manage supply by Indian govt. This means, there is room for RBI to cut rates and most experts expect 50 bps around cut in Q12025. If govt continues to do spending on capex, it will be good for Industrials and Cyclicals in India. The key focus will be macro fundamentals. Fiscal deficit, Inflation, etc.

Crude, supply is expected to outpace demand, with Chinese demand being moderated. OPEC continuing their status quo supply, and Trump favoring traditional industries - upping US oil&gas supplu meaning crude shouldn't pace up sharply and remain range bound with bearish bias. Gold outlook is positive on back of Central Banks. Though, they decelrate their buying when prices of gold rises sharply but Emerging Markets Gold reserves are lower, so it is expected for them to continue buying on dips.

Here's the strategy. be 50% in bonds, 42% in Equities. Use Gold as hedge 5%, 3% Cash. If inflation is tamed, this will be good allocation. Higher inflation will create positive correlation between stocks and bonds, and we have seen both underperforming in 2022 already. Outside of this, bond yields are expected to moderate by H2-2025, so you can go with abovementioned moderate portfolio allocation. Within Equities, focus on allocate more on large caps, and between small caps and mid caps, prefer small caps. Valuations are stretched in MIdSmallcap but continued earning growth and govt capex push will offset these stretched valuations. SmallCap premium to large caps is lower compared to midcap. Hence, smallcaps can be preferred.


Best of Luck!

Taking his membership is like, showing gratitude towards the show and supporting financially because, videos get demonetized .