“If you bought a French government bond, the 50-year bond with a half-percent coupon, as of yesterday, you’d have lost 78% of the capital value, buying the risk-free asset from the French government. So, you’ve effectively had your capital wiped out buying the risk-free asset.” - Russell Napier
Blanc Charts
20x daily insights by a wealth manager with passion to long-term stats, psychology investing and volatility management
Динамика подписчиков
с 20 июля 2026 по 28 сентября 2026 · минимум 1 170 · максимум 1 450
Кто рекламировался за полгода
Рекламных размещений с маркировкой не найдено.
Публикации
Speaking about high rotation portfolio
$TCAI
Downtrend disrupted $ALAB
"Compared to the Mag 7, many companies across the broader S&P 500, as well as mid- and small-cap stocks, have less capacity to absorb higher interest expenses, making them more vulnerable to a restrictive monetary environment." -JPMorgan AM $MAGS
https://museatwork.app/ 500+ prompts for Muse
The analyst behind AppLovin drop today has a phenomenal track record. He was wrong in 59% of recommendations and the average return would be around zero $APP Gotta love TipRanks By the way, if you see what market prices in - that the growth rate will slow from 50-70% to 25%. That’s already in the price
More bear market moves in 2026. The S&P 500 is within 1% of all time high, while Financials are 10%+ below their 30 day high. Such divergences, albeit small sample, haven't always been so pretty with what followed for $SPX.
$CRWD
Keeps on marching up