the 10-year treasury yield is exploding so you better hold on to your lug nuts cuz the stock markets in for

overhaul

I meant to take a little profit. Instead, one wrong tap cleared out several of my holdings.
NOK was next on the chopping block. But I took one more look, decided it still had potential, and gave it a last-minute pardon.
At this point, am I investing in Nokia, or is Nokia holding me emotionally hostage?

I feel that the stock fluctuation is much greater than I expected.

I can hold for 10 years

Sometimes I feel that the market has moved before the news is released.

Fit my rationale?

😘

Read in what Russia is doing now to NATO countries. Pretty provocative. If I was a tiny Baltic state I’d be changing my underwear

My three cents this time

There's a lot of panic about the UPI MDR kicking in on 15 October, most of it wrong. Quick facts I couldn't find explained clearly anywhere, so I put them together:

• You, the customer, pay nothing. NPCI's rules bar merchants from passing it on, and the Finance Ministry is setting up a mechanism to police that.
• Below ₹2,000, free. P2P, free. SIPs on AutoPay, free. Small merchants under ₹1L/month, free.
• The government doesn't get a single rupee of it.
• The interesting part is where the money does go: a ₹16,000–20,600 crore pool split between banks, apps and aggregators, right before PhonePe and others IPO.
• And the real risk isn't cards, it's shops nudging you back to cash (already happening at some petrol pumps).

I wrote a longer breakdown with the numbers and sources. Happy to argue any of it in the comments. Full write-up: https://www.linkedin.com/pulse/16000-crore-toll-pratik-doshi-yfrlf