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13 drafts pending review.
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How not to think about monetary policy
Tantri's response to a flurry of post-Fed-cut hot takes — long and variable lags, the uselessness of rules of thumb, why 'knowledge is not equal to prediction', and a single MIT OpenCourseWare recommendation.
- #fed
- #monetary-policy
- #macro-pedagogy
- #expectations
- #tantri-files
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Accounting vs economics: when equity goes negative
Tantri's brief, brilliant explainer on why an economist and an accountant looking at the same insolvent firm will disagree on whether equity can be negative — and why each would fail the other's exam.
- #accounting
- #economics
- #equity
- #corporate-finance
- #tantri-files
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Lizz Truss, the SDF, and 'monetary policy is more effective in an open economy'
On the eve of his INFS final, Tantri spent an evening on WhatsApp answering plumbing questions — what each RBI window actually does, why the Lizz Truss budget collapsed in 48 hours, and how an open economy changes monetary transmission.
- #monetary-policy
- #sdf
- #vrr
- #msf
- #lizz-truss
- #open-economy
- #tantri-files
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Budget Day 2025: a real-time argument over the multiplier
Tantri's real-time annotation of the FY26 Union Budget — why simultaneously cutting taxes and government spending is good for the long run but offers no short-run boost, despite what your LinkedIn feed claims.
- #budget
- #fiscal-policy
- #multiplier
- #keynesian
- #india
- #tantri-files
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Mohali macro quiz: monetary plumbing and the GDP shell-companies trick
A walk through the Mohali INFS final exam — every question a small case in the operational plumbing of Indian monetary and banking policy, with Tantri's own answer keys.
- #exam
- #monetary-policy
- #banking
- #india
- #tantri-files
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Tantri's graduation letters: 'reserve one hour a day for learning something new'
Two short letters Tantri sent into the WhatsApp groups on the days the Hyderabad and Mohali batches finished — both about treating your work as art, and about reserving one hour a day for learning something else.
- #advice
- #careers
- #learning
- #tantri-files
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The 10-trillion-rupee opportunity hidden in an RBI circular
A WhatsApp roundup from Tantri's most-active week with the INFS Co25 group — RBI's draft co-lending circular, the SDF/CRR liquidity puzzle, fintechs shifting to deposits, and the Gensol crash. The thread that made him say: 'this could be a 10 Trillion Rupee business.'
- #rbi
- #co-lending
- #nbfc
- #banking
- #india
- #tantri-files
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Tantri's fintech series, Part 1: what your savings account knows about your credit
The first installment of Tantri's promised fintech series — kicked off with the abstract and full four-question summary of his own first-draft paper on using savings-account transactions to predict loan performance for credit-thin borrowers.
- #fintech
- #credit-scoring
- #machine-learning
- #banking
- #india
- #tantri-research
- #tantri-files
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Tantri's research, Part 2: can transparency reduce judicial bias?
The opening paragraph of Tantri's working paper on judicial bias — why some judges systematically rule pro-regulation or pro-business, why this matters macroeconomically, and whether transparency rules can reduce the effect.
- #research
- #judicial-bias
- #transparency
- #law-and-economics
- #india
- #tantri-research
- #tantri-files
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Fifty takeaways from corporate finance — Part 1
The first three of Tantri's promised 'fifty key takeaways from corporate finance' — sent into the WhatsApp group in July 2025 with the rejoinder 'There is nothing called FCRV. Please forget it.'
- #corporate-finance
- #risk-return
- #limited-liability
- #llp
- #tantri-files
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Clarifying the narrative on GST cuts
A polished mini-essay Tantri sent into the WhatsApp group on the day the GST rate cuts were announced — drawing the short-run/long-run distinction that almost nobody on TV gets right.
- #gst
- #fiscal-policy
- #india
- #keynesian
- #tantri-files
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Tantri's exam: history-laced macro questions
A walk through Tantri's INFS final exam — every question is a historical or pop-culture vignette, and the answer is always macro. Rothschild, the Spanish empire, George Soros, Shakespeare, and Operation Twist.
- #exam
- #macro
- #history
- #monetary-policy
- #tantri-files
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The rupee's depreciation is neither unusual nor indicative of great stress
A polished essay Tantri sent into the WhatsApp group, originally published in Mint — using the RBI and BIS REER data to argue that the recent rupee weakness, far from being a crisis, is well within historical norms.
- #exchange-rates
- #rupee
- #reer
- #india
- #monetary-policy
- #tantri-files
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