Bharat Rakshak

S_Madhukar

Main points - - US industrialisation means US equities won’t give the same returns as 2010-20. Expect this process to continue till 2030 - commodities may become more expensive - World ex US likely to give better returns - energy transition and rare earth supply chains - recommended portfolio is div...

S_Madhukar

May be off-topic. This story was told to me by a friend who worked (and now retired) from the railways. His theory was that "A person who is corrupt, will figure out a way to get bribes" . Yogi style treatment is needed for every corrupt govt employee. Modi way of Gandhian ways will not w...

S_Madhukar

Texas DFW housing bust due to H1B issues? - Sad to see one person having a cancer diagnosis, losing his job and having to sell the house(after removing Ganesha idol etc because prospective buyers did not like that...) - House prices being marked down, some of them look quite big. I feel sad for some...

S_Madhukar

We at some point need a doctrinal change of overwhelming conventional superiority of taking out the Khans toys at short notice. That teasing has gone far too long now. And the Lebanification of that land base. Somehow feel moles are operating inside that let this unnatural parity continue Btw this h...

S_Madhukar

30GW by 2030
This also means Gulf of Khambat will be secured soon for good from Bhikharis

S_Madhukar

2,3,4 are applicable to most countries including India

S_Madhukar

Some good points from MJ Akbar. - Pakistan wanted freedom from Hindus while India wanted independence aka strategic autonomy. Hence Pakistan is not a viable state as it is ok to be a vassal - Since Jinnah , sweet talking Pakistanis have cornered Americans and that continues today - Eyeran distrusts ...

S_Madhukar

You might want to replace both T90 snd T72 in the age of drone warfare. Incremental changes won’t do else it will be obsolete in 2030. Hope Ranjeet fixes that else no point in another tin can.

S_Madhukar

3Y8aq_ofEVs Jim Fan explains how robotics will be won by 2040. The "Great Parallel": Robotics mirroring LLMs. The Core Thesis: Modeling the Physical World The robotics stack is evolving to mirror the LLM training paradigm, shifting from static imitation to generative world models [02:56]....

S_Madhukar

... IMHO, Amit Shah is not PM material. He is a backroom operator and the best HM India has ever had. He commands fear. But he is not a charismatic, mass leader IMHO, the current top echelon leaders in the BJP, in no particular order, are : (Central Cabinet) Amit Shah Rajnath Singh Nitin Gadkari Ni...

S_Madhukar

Myanmar for all practical purposes is the next Thailand…. With all the pros and cons. Once peace is achieved , Asian and Gora bros will come in to get their new Asian GFs and wives. The country will provide cheap labour wherever it is needed and rebuild the country using inflows. I was watching some...

S_Madhukar

This tells you our military thinks incremental. They are happy to be surprised by the enemy. They think non contact warfare will be the norm, so like in the past you destroyed some border posts, accepted ceasefire moved on. Now you lob missiles, destroyed some bases, accepted ceasefire moved on. Wha...

S_Madhukar

I personally knew a Brahmin gal married to a Brahmin boy. The boy was eager to settle in the US but the gal didn’t as she had her own Interior Decoration small biz. Kinda H1B IT story. Liberal yet strong Hindu values couple.Typical Pune couple. Cut a few years later, I know from FB the gal has divor...

S_Madhukar

Russians would have sent Spetznas by now. Ungrateful Ungovernable Shameless countries . Could have stood on their own feet and become next Asian tiger. Seems like they want to tag along with a great power and if India is weak they seem to have some sadistic preying mentality to strike India as if it...

S_Madhukar

Is OM era like Nixon Kissinger of 70s? Back then while US had conquered the moon, SU was on the rise, Arabs were weaponising oil and BD had just been created so they wanted to go after IG and their USD had to be taken off gold std too. Replace above entities with AI, China, Eyeran,BD again and US de...

S_Madhukar

I agree , Dubai and other places have quite a few Burmese working as labour in cafes etc. I mistook a young girl for a Thai /Chini but her accent, language and demeanour seemed a lot softer … turned out she was Burmese and immediately I felt a little sad for her and her country ( of course I feel sa...

S_Madhukar

3 gora Tata Steel workers accused of stealing tin worth millions. Looks like Paki level work culture

https://www.walesonline.co.uk/news/wale ... 049431.amp

S_Madhukar

Well no previous govt ever wanted a developed nation so Chalta Hai was practised by everyone. Till 90s we were effectively cutoff not cocooned from the world and that made us shameless lazy and incompetent. Some leaders of that era still remain so where their brain to waist ratio remained minuscule ...

S_Madhukar

Does the Super Sukhoi include upgrades for 5th Gen style 360 degree EW coverage ? I mean whatever can be fitted in a slim 5th Gen frame can be easily slotted into a 4th Gen frame as well or will we still need Talisman etc after the upgrade ? I thought we were also making our own EW suite , will that...

S_Madhukar

Who knows Dassault may agree to all or most code sharing demands but news will be deliberately sought to check or confirm what is the reality by the competition. Why would Dassault or IAF divulge anything in public, let them speculate . There may be an agreement within an agreement kept in a drawer ...

S_Madhukar

Is the US stock market now same as the CCP stock market ? Should RoW invest in US or backoff ? :lol: https://x.com/Hedgeye/status/2060435253928604065 Rule changes for the SpaceX $SPCX IPO: Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5. This force...

S_Madhukar

Looking at that Pesek article. Yes we could do more BUT… there is an entire generation of these greying journalists who have witnessed the East Asian miracle and enjoyed their massage tables that will never stop simping for them. They will do it for free. Hence Bharat needs to - 1. Do some spectacul...

S_Madhukar

V_Raman wrote: ↑29 May 2026 00:36 Not having the pipeline by now is a complete strategic failure - result of chasing cheapest oil mindset

Takes two to tango. Doubt Emiratis and Saudis would have been willing to fund underwater pipelines in the past.

S_Madhukar

People just need to see yen and won , they are 100+ and 1000+ to USD . With rising exports currency devalued. But internal prices and hence inflation went up . In fantasy yes USD will also devalue but that rate and scenario is anybody’s guess. Big puzzle is Yuan not allowed to change much. But that...

S_Madhukar

I guess unless we manufacture at scale there won’t be much demand for Rupee hence few more years of pain.

S_Madhukar

I thought we had fixed the borders and enclave issues with Hasina but looks like we still have cross border populations? Weird that this is still unresolved.

S_Madhukar

Looks like supply vehicle only

S_Madhukar

Vikasit Bharat without jet engine is a joke. It will be Vikasit Bharat and bullock cart combo

S_Madhukar

TVTokyo shows how Indians are being trained on the Shinkansen in Japan. They are driving actual trains on actual route with their mentors. This is a partial video but good to see they are learning the pointing system and being trained on the simulators as well. v3aUiT3ap-k The whole video is behind ...

S_Madhukar

RS should have been Education or HRD ministry considering his background but look at the current ministers performance. Granted Babudom is generalists but then at least have a scientific trained RM. Vaishnaw would have been interesting but he is buried under 3 charges. Surely I agree above someone l...

S_Madhukar

Just pack these Kanglas and ship them off to the Dakotas. The great Khan should now take care of them.

S_Madhukar

I only just noticed that the NMACC in Mumbai seems to host some really good shows both Indian stage shows and Western opera like Phantom of the Opera, Cats etc . Looks fabulous,hopefully I will be able to visit it soon

S_Madhukar

This is a good sign of the treacherous times ahead but then if the Soviets could not manage what gives US that hope I don’t understand- world is far more connected now and no one will blindly stick to US system for security- there are not that many lunatic countries that threaten the world and while...

S_Madhukar

Yup I think too we need more of these on either coast and even within the same location need multiple entrances spaced out and hopefully not visible at all like being forested etc. I would have thought that deep water ports would have been great but I guess too much traffic and easy access make them...

S_Madhukar

I don’t think Bharat will test it full range before all new FTAs are signed and ratified. That will take 5-10 years to fully materialise. Currently they must be funded for K series and 2nd strike completion. Technically we need better satellite coverage and navigation as well. Learn from panda and b...

S_Madhukar

Why are we posting from Mao a CCP shrill? The stuff he says CCP will never do is exactly what they will do . He must think we are muppets

S_Madhukar

Risk is that movies like Animal will corrupt teenagers etc who have never watched anything else. They will become torch bearers of the next LeLi politics or at least that is the hope. But Indian society is vast and still connected and that should help dilute this influence

S_Madhukar

People just need to see yen and won , they are 100+ and 1000+ to USD . With rising exports currency devalued. But internal prices and hence inflation went up . In fantasy yes USD will also devalue but that rate and scenario is anybody’s guess. Big puzzle is Yuan not allowed to change much. But that ...

S_Madhukar

Agentic AI is best antidote for babudom

S_Madhukar

Its because we are reactive not proactive. We had the Nishant UAV. If we had persisted then we would have a good ecosystem but instead we choose to do a Arjun on it. Now i read somewhere that they are planning to buy a similar Israeli system. The Americans were flying such drones from ships in GW1 ...

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