russellclarkJan 15, 2026Public PostAnd another Japanese bankMizuho Financial Group, Inc.15 JanOPENLONGInvested Capital10%Buying Price8.508$Current Price10.94$ROI28.58%
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russellclarkJan 14, 2026Public PostThe 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.
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russellclarkJan 09, 2026Public PostWorried about AI? As long as DRAM prices are rising, there seems little to worry about in my mind.
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