russellclark
russellclark
russellclark avatar

russellclark

Macro
Commodity
Forex

Hedge fund manager - specialising in macro trends and short selling

291Posts
119Comments
13%Best ROI
joined

Joined on 18th December 2025

Fast food chains have leverage at the franchisee level and secular pressure from Ozempic.

Restaurant Brands International Inc.

Restaurant Brands International Inc.

15 Jan

OPENSHORT

Invested Capital

5%

Selling Price

69.58$

Current Price

-

ROI

0.00%

And another Japanese bank

Mizuho Financial Group, Inc.

Mizuho Financial Group, Inc.

15 Jan

OPENLONG

Invested Capital

10%

Buying Price

8.508$

Current Price

-

ROI

0.00%

The gap between the yield on 10 year JGB and the S&P 500 dividend yield is the highest since the 1990s. Either its a bubble - or investors prefer the inflation hedging aspects of equities to sovereign bonds. Perhaps this changes when governments feel obliged to balance the books.