AGA CAPITAL PLP

AGA CAPITAL PLP | CAPITAL MANAGEMENT | WEALTH MANAGERS | MONEY MANAGERS - PRIVATE FUND | FAMILY OFFICE | LONDON, UNITED KINGDOM. @iArmaniAdamson

[Charlie Bilello @charliebilello]

S&P 500 earnings are now expected to surge 32% in 2026, more than double the 15% growth expected at the start of the year.

We’ve never seen earnings growth this strong outside of post-recession rebounds.

This time, there was no recession. Just an unprecedented AI-driven boom.

[Peter Mallouk @PeterMallouk]

What matters in the short run:
-Wars
-Oil prices
-Tariffs
-Interest rates
-Sentiment
-A million other things
What matters in the long run:
-Earnings
Speculators focus on the short run.
Investors play the long game.

[Dividend Hero @HeroDividend]

THE FEAR AND GREEN INDEX HAS JUST TURNED NEGATIVE

[Charlie Bilello @charliebilello]

% Below All-Time High
Chevron: 0%
S&P 500: -5%
Google: -12%
Apple: -13%
Gold: -14%
Nvidia: -15%
Amazon: -19%
Tesla: -21%
Meta: -23%
Palantir: -27%
Microsoft: -29%
Netflix: -30%
Bitcoin: -44%
Ethereum: -56%
MicroStrategy: -74%
Fartcoin: -92%
Trump Coin: -95%
Melania Coin: -99%

[Lance Roberts @LanceRoberts]

Interesting chart of the #boom/#bust cycles of #Bitcoin.

[John @market_sleuth]

In 155 years of US stock market history there’s been six lost decades+” where the market just went sideways & or recovered. 21, 17, 25, 14, 11 & the most recent being 13 years (2000-2013). Those lost time periods wiped most people out. A lost decade now would render X a tomb.💯

[Steve Hanke @steve_hanke]

Central banks around the world have spurred one of the largest gold-buying waves in history.

The top 15 buyers added ~2,000 tonnes. China alone added over 357 tonnes since 2020.

BUY GOLD, WEAR DIAMONDS.

[Investing visuals @InvestingVisual]

MAG7 year-to-date performance:

🔴 $MSFT -15%
🔴 $AMZN -12%
🔴 $AVGO -7%
🔴 $AAPL -6%
🔴 $NVDA -3%
🔴 $GOOGL -3%
🔴 $META -2%

$SPY: -0.3%

[Barchart @Barchart]

BREAKING 🚨: The World

The World reaches highest level of uncertainty in history, surpassing Covid, the Global Financial Crisis, and the Dot Com Bubble 👻🤯👀

[Bravos Research @bravosresearch]

This time is NOT different.

A thread 🧵

[Dividendology @dividendology]

The largest economies in the world over time:

[Peter Tuchman @EinsteinoWallSt]

MARKET RECAP 📈 What a start to the month, the S&P 500 gained over $300 billion in market cap today, closing in on a new all-time high. Just in 2026, the index has gained over $1 trillion in market cap 😳

What the heck is going on?!? Let’s recap 🗣️

[Charlie Bilello @charliebilello]

Including dividends, the S&P 500 has gained over 1,300% since the March 2009 low, despite 31 corrections >5%.

“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” – Peter Lynch

Video: https://t.co/IlixmApL0l

[Peter Mallouk @PeterMallouk]

Every decade has a reason not to invest.
Wars. Crashes. Inflation. Pandemics.
But from 1930–2025, the S&P 500 compounded at 10% annually.
Lesson: there’s always something, yet the market finds a way.

[Charlie Bilello @charliebilello]

Global Central Bank rate actions in 2025...
Turkey: -950 bps (47.5% -> 38%)
Russia: -450 bps (21% -> 16.5%)
Argentina: -300 bps (32% -> 29%)
Mexico: -300 bps (10% -> 7%)
New Zealand: -200 bps (4.25% -> 2.25%)
Poland: -175 bps (5.75% -> 4%)
India: -125 bps (6.50% -> 5.25%)
South Africa: -100 bps (7.75% -> 6.75%)
Philippines: -100 bps (5.75% -> 4.75%)
Indonesia: -100 bps (5.75% -> 4.75%)
UK: -100 bps (4.75% -> 3.75%)
Canada: -100 bps (3.25% -> 2.25%)
Eurozone: -100 bps (3% -> 2%)
Denmark: -100 bps (2.6% -> 1.6%)
Thailand: -100 bps (2.25% -> 1.25%)
Peru: -75 bps (5.00% -> 4.25%)
Saudi Arabia: -75 bps (5.00 -> 4.25%)
USA: -75 bps (4.38% -> 3.63%)
Australia: -75 bps (4.35% -> 3.60%)
Sweden: -75 bps (2.50% -> 1.75%)
Norway: -50 bps (4.50% -> 4.00%)
Czech Republic: -50 bps (4.00% -> 3.5%)
South Korea: -50 bps (3.00% -> 2.5%)
Switzerland: -50 bps (0.50% -> 0.00%)
Chile: -25 bps (5.00% -> 4.75%)
Malaysia: -25 bps (3.00% -> 2.75%)
China: -10 bps (3.10% -> 3.00%)
Japan: +50 bps (0.25% -> 0.75%)
Brazil: +275 bps (12.25% -> 15%)

[WallStreet Gold @WSBGold]

🚨 Billionaire investor Ron Baron explains the silent math destroying your wealth.

Your money loses 4 to 5% of its purchasing power every single year. The economy grinds higher at roughly 2%. That is a relentless 7% headwind against you, annually.

What that really means. Prices double every 10 to 12 years. Your savings are cut in half in real terms within about 15 years. Cash sitting idle is not safe, it is decaying.

The system is structurally engineered to punish savers and force capital into risk just to survive.

[Charlie Bilello @charliebilello]

Gold is on pace for its best year since 1979, up over 60% in 2025.

https://t.co/rQuXrxVXM0

[Barchart @Barchart]

BREAKING 🚨: Michael Burry

Michael Burry to close down his hedge fund by year end after acknowledging he doesn't understand today's market

[Charlie Bilello @charliebilello]

“Having loads of liquidity lets us sleep well ... during episodes of financial chaos that occasionally erupt in our economy, we will be equipped both financially and emotionally to play offense while others scramble for survival.” - Warren Buffett

Video: https://t.co/lXTeFAivMc