Levels of Conviction (L.O.C) Public Channel
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"Welcome to L.O.C - Levels of conviction"
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Position carry forward
All 3
Nifty closing..
Coincidence or study ?
3🔥1
This is a polite way of saying that massive layoffs are coming.

Post Covid companies there was shortage of workers and hence corporations over hired.

Last six months I am observing a very different trend in service sector in North America

There are no mass firings because it gives bad name to the organization...hence small batches of firing is happening on daily/ weekly basis

The positions which are becoming vacant due to resignations are not getting filled

Recruitment firms are telling lower level employees not to try switching jobs and certainly not go for contracting.

Financial services companies management have listened to klarna ceo talking about operational efficiency due to use of AI ( listen to his interviews) and hence they are vary of adding to employee strength.

I am firmly of the opinion that we are looking at significant increase in unemployment.. leading to substantial fall in tax receipts ….leading to much higher fiscal deficits in the form of more free money in western countries.
One fundamental
Ticking bomb....

It will blast sooner or later....

Check below 👇
The US Treasury estimates net interest costs on federal debt will hit a record $890 Billion in 2024.

This would be $331 Billion higher than a year ago and almost double the amount from 2022.

To put this into perspective, net interest expenses will be ~3% of the ENTIRE US GDP, the most in over 30 years and higher than World War II levels.

Interest payments, on a non-net basis, have already surpassed $1 Trillion when annualized.

Total interest payments are set to reach as high as $1.6 Trillion by the end of the year if the Fed does not cut rates.

Debt crisis is an understatement.

Rate Cut को तो आना ही है... नहीं तो US Banks तबाह हो जाएंगे !
Good Morning all.
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Whatever upside
It's a stretch..
When the market starts falling

1st target 23206 once it may hit.
Nifty will see profit booking
From opening level
Till yesterday's high.
Glenmark opening flat
IFB INDUSTRIES BUY : 1636.20
Borosil Ltd Buy : 340.85
Nifty first should come to 23460
Do one thing little risky
But conviction

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