Alejandro

Entusiasta de la relojería⌚️ e Inversor amateur (por ahora) 📈

[Alejandro @Alejandro05_23]

Llegó el día , algo que a principios de año ni me planteaba hoy es una realidad, lo he conseguido. 20k en cartera. $META lo ha hecho posible, que contento estoy de conseguir este hito.

[Alejandro @Alejandro05_23]

Gracias a $MU acabo de pasar la línea de los 13k. Mi goal más ambicioso para este año si todo va bien, sería 20k. Llegaré?

Road to 20.000€

[Alejandro @Alejandro05_23]

@tonygomezmartin @RonCicer my bad

[Alejandro @Alejandro05_23]

@tonygomezmartin @RonCicer es dificil escribir algo con tan poco sentido, tu lo has conseguido. Osea supuestamente tienen los dos mas de 20 pisos pero , oye , segun tu no so especuladores porque son progres... vaya nivel

[Alejandro @Alejandro05_23]

@Davisse5 @josevico4 Me honra que me llames señor, siendo probablemente mas pequeño que tu, davisse5. A ver si aprendes a no generalizar que ya tenemos una edad, no te parece....

[Alejandro @Alejandro05_23]

@Davisse5 @josevico4 Argumento de niño de 5 años, y lo peor, que te crees que eres mejor que los demás.

[Alejandro @Alejandro05_23]

@Davisse5 @josevico4 Así por la cara. “ y si tú eres de ellos, también” jajaja algo más, desahógate di que sí. Lo que realmente sobra es lo que acabas de decir.

[Alejandro @Alejandro05_23]

@Davisse5 @josevico4 Quienes son "os" soy un individuo no un grupo. Y tengáis... a quien va dirigido realmente tu comentario porque a mi seguro que no. La ironía del comentario se entiende pero lo de fascista sobra también te digo

[Alejandro @Alejandro05_23]

@Davisse5 @josevico4 te acabas de autodenominar fascista? en serio?

[Alejandro @Alejandro05_23]

@Horas_y_Minutos @IreneMontero diselo diselo

[Alejandro @Alejandro05_23]

@baviergg @__LexGang__ @Komanch Estaría bien que no me volvieses a escribir, porfavor y gracias.

[Alejandro @Alejandro05_23]

@baviergg @__LexGang__ @Komanch Estás a un paso de hablar de la guerra de Iran. Te estás yendo, como se dice en mi país, “por los cerros se Úbeda”.

[Alejandro @Alejandro05_23]

@baviergg @__LexGang__ @Komanch El texto no describe nada, y sinceramente la casta de streamers me da muy igual. El que anda hablando de esa gente eres tú, ya me parecería muy de niño e inmaduro interactuar ,seguir, ver a gente que juega juegecitos.

[Alejandro @Alejandro05_23]

@baviergg @__LexGang__ @Komanch Donde ves tu chantaje sexual, pedazo melón. Deja la IA , deja a los streamers , que son todos retrasados y sal de casa, haz cosas útiles. Eres la decadencia del ser humano

[Alejandro @Alejandro05_23]

@Xoom89076693 @Komanch Javi, y si sales a la calle y hablas con gente? Que tal… vive Hdp y deja vivir

[Rolex Club @Rolexclocks]

NEW Rolex Perpetual Padellone

[Alejandro @Alejandro05_23]

@uriel_sago1 @byViruZz @shluvskiegaming y?

[Ballon d'Or @ballondor]

Nominated for the 2026 Men's Goalkeeper of the Year ⬇️

Unai Simón
@AthleticClub
@SEFutbol

[Alejandro @Alejandro05_23]

@DudeWhoInvests Hi wasn’t aware of his situation

[Alejandro @Alejandro05_23]

@mateusanchz Y a mí me apetece muchísimo un helado

[amit @amitisinvesting]

The Big Tech Bond Paradox, Explained:

1. The United States just hit $40T in debt. The only way for us to deal with this is growth because no political party is ready to cut spending.

2. How are we getting that growth? AI CapEx. That CapEx is coming from Big Tech companies like Meta, Google, Microsoft, Amazon, Oracle.

3. How have those Big Tech companies been funding the capex? Well, initially it was their free cash flow, but that dried up so now, it's by issuing bonds. Google issued a 100 year bond with a 6% yield. Meta and Oracle have 6-8% yields as well.

4. The US 10-year treasury is yielding 4.7% and the 30-year is yielding 5.2%. The US sells these treasuries in order to fund the government. People buy them with an expectation that it is the safest return they can get because the US will never default on their debt. The yields that are currently being offered are the highest in decades.

5. What's the problem? Well, the Big Tech companies are giving bond yields at 200-300 basis points ABOVE what the US Treasury is offering...which is an issue because if you are a credit investor and don't think that Meta or Google are going out of business...why would you not buy their debt over the US debt? As a result, people are SELLING US treasuries, causing yields to go higher, and buying Big Tech corporate debt.

The paradox in all of this is that Big Tech NEEDS to issue this debt in order to continue to spend on capex and that same capex growth is what is supposed to solve our debt issues! If Big Tech stopped spending on capex, we wouldn't have any growth, but in order for them to grow, they have to issue bonds with high coupons and take away money from the long end of the curve for US treasuries, causing the highest yields we've seen in 20 years.

The simple way to resolve all of this is to end the Iran War because oil prices will go down, inflation expectations will go down, and credit markets will buy up US treasuries yielding 4.5-4.7% since they will be getting a great yield on lower inflation expectations.

The problem is, the war hasn't stopped for months and the market doesn't think it's stopping anytime soon...which means until it does, we have to deal with higher oil prices, higher yields on bonds, and more uncertainty for stocks if the credit market continues to scream that they need yields to come down.