Welcome to Thinq Blog!

Notes on markets, IPOs, results, and everything else worth diving into.

Topic: Trading Mechanics · clear

Trading Mechanics #1 4 MIN16 Sep 2026

9 in 10 individual F&O traders still lose money. Amsterdam wrote the same story down in 1688.

About ₹244 crore a day, every trading day, for three years. That is SEBI's FY22–24 aggregate divided by the NSE calendar, and the daily rate nearly doubled along the way.

In FY26, SEBI published that individuals' gross trading loss was about ₹72,000 crore, and the five categories that made money booked about ₹72,000 crore between them. Before costs those are the same number.

The behaviour behind it was described in print in 1688.

Read the post → Share Updated on 5 Oct 2026

Trading Mechanics #2 7 MIN5 Oct 2026

SLBM: India's Rental Market, But No Letting Agent

Rent out shares you already own. That is the pitch, and it has been legal in India since 2008. And yet, almost nobody takes it.

The standard, misdirected, explanation is that our rules are broken. But we went deeper than that. It could be that SLBM doesn't work in India because we already have a better substitute.

And because the regulators may have some PTSD from the Badla system.

Read the post → Share