Vincent Colot

Principalement de la finance mais pas seulement

[Vala Afshar @ValaAfshar]

The problem is not people being uneducated.

The problem is that people are educated just enough to believe what they have been taught, and not educated enough to question anything from what they have been taught.

—Professor Richard Feynman

[Elon Musk @elonmusk]

Hire Grok @Bot as a colleague and give it your hardest tasks!

[Ram Ahluwalia CFA, Lumida @ramahluwalia]

2027 Outlook: UBS

The first of the 2027 outlooks are out.

Found myself in agreement with the big picture views below…

1) Buy PE de-rated name: median return 20% one year forward

>> agreed. also, post-midterm is quite favorable.

>> AI theme had a bear market… and yet the fundamentals are intact and supply constrained

2) Semi PE near multi-year lows; energy is the bottleneck

>> yes

>> but I’d extend this further and note that behind the meter opportunities are quite attractive (natural gas, IPPs, and Solar with a blue Congress)

3) Bond yields are higher for longer

>> Yes, inflation will be stubborn and sticky and corporate debt issuance and higher returns on capital keep it elevated

4) Buybacks are back

>> Yes… but at a lower rate due to capex spending. Need to be more selective and look for FCF yield.

5) Iran de-escalation

>> No escalation during the holidays.

[Handre @Handre]

Economist tier list:

[De Caigny Capital @DeCaignyCapital]

Billionaire Warren Buffett wrote down almost everything he knows.

All his writings are now available under “What the Best Investors Read”.⤵️
https://t.co/KXyMA7k4zc

[Alister @SchnockRevue]

Michel Sardou - "Le France" (1976)
On dira ce qu'on veut.
Vocalement ce titre est une tuerie totale.
50 ans d'excellence.
#playlistermusic

[Clifford Asness @CliffordAsness]

Yep. As usual @boazweinstein is correct.

https://t.co/WVwvN4P0k3

https://t.co/KGZrNgXw8x

[Hedge Fund Clips @HedgeFundClips]

Saba Capital's founder Boaz Weinstein on why you shouldn't pay a hedge fund for beta:

"The platforms like Millennium don't carry that beta."

"Beta is accessible through Vanguard for nothing."

"So why someone would want to pay a manager and pay them incentive fees and management fees to have exposure to the S&P seems like lunacy."

"Hedge funds are supposed to be delivering alpha. Beta's so cheap, you shouldn't be paying for beta."

[Paladin @learnpaladin]

If the Roman Empire were a stock 📈

IPO: 27 BC, Augustus
Peak: 117 AD, Trajan
Crash: 50 years, 26 emperors
Split: 395
Sacked: 410
Delisted: 476

Every empire peaks. Even Rome. Paladin.

[Finding Compounders @F_Compounders]

Why It’s so hard to copy Charlie Munger’s Secret Sauce

h/t: @SamanthaMcLemor

[Howard Marks @hmarksofficial]

My latest memo assembles the critical questions one needs to consider to make intelligent, long-term investments in AI. While they can’t be answered definitively, investors mustn't let uncertainty result in inaction.

You can read it here: https://t.co/pbR1WZ0Qmx

[Meb Faber @MebFaber]

"The Elephant in the Market"

Excellent read from DE Shaw

https://t.co/0Pn5ps80ys

[Thomas Chua @SteadyCompound]

New Howard Marks memo just dropped

https://t.co/VPmSGkxp6a

[Meb Faber @MebFaber]

"You can’t really understand what is going on now unless you understand what came before." - Steve Jobs

[Bloomberg @business]

The rout in Brazilian assets sparked by Luiz Inácio Lula da Silva’s re-election shows little sign of abating, with some of the nation’s biggest money managers saying a downturn that has already wiped out months of gains could get even worse https://t.co/DkazfGICCr

[Philippe Maupas @philmop]

Ever heard of Corgi?

❝ Corgi currently has more than 200 ETFs trading on US exchanges. All were launched this year. There are more than 300 under consideration by the Securities and Exchange Commission that could start trading in the near future. ❞ https://t.co/5AU1us4qZo

[Philippe Maupas @philmop]

Ludovic Phalippou:

❝ I suspect future historians will find it remarkable that investors in 2026 assigned trillion-dollar valuations to companies operating in an industry whose products, competitive structure, and cost base ⤵️

[Philippe Maupas @philmop]

The most unloved style in one of the most out of favour equity markets trounced the performance of the most in-vogue, technology-dominated region. Why has this occurred, and why have so few people noticed? ❞ https://t.co/0218VVHFeW

[Steve Hanke @steve_hanke]

@MaMoMVPY shows once again that inflation is always and everywhere a monetary phenomenon.

Three cheers for Lars.

[Nexa Tech Ai @Nexa_Tech_Ai]

Claude Fable 5.... just destroyed trading as a profession

New open-source Claude Fable 5.1 Indicator for TradingView made $450,207 in a single day of live trading

The indicator constantly analyzes charts in real time, draws predictions, and highlights potentially good entries. You then decide whether to open a trade or not

The indicator is open-source, and you can try it in the Scripts section of the reverse-engineered TradingView Premium app for Windows and Mac

How can manual traders compete with that?

Want to explore how this AI trading setup works?

1️⃣ Comment.... CLAUDE FABLE 5....
2️⃣ Like and repost
3️⃣ Follow @Nexa_Tech_Ai

I'll send you the setup via DM.