Philippe Virgilio 🇫🇷

Si vous ne changez rien, rien ne changera.

[Investment Wisdom @InvestingCanons]

"You have to buy businesses and you have to buy them at attractive prices. And you have to buy into good businesses. That advice will be the same a hundred years from now. That’s what it’s all about."

— Warren Buffett

[DividendMillennial @DividendMil]

Options sound complicated.

At the core, they’re actually pretty simple:

A CALL gives the buyer the right to BUY shares at a certain price.

A PUT gives the buyer the right to SELL shares at a certain price.

Why BUY them?

Buy a call = you think the stock goes UP.

Buy a put = you think the stock goes DOWN.

Why SELL them?

Sell a call = you get paid to potentially SELL your shares at a price you choose.

Sell a put = you get paid to potentially BUY shares at a price you choose.

That’s the foundation.

You can make options as complicated as you want, but understanding these 4 things is where it all starts.

[Martin A. Armstrong @ArmstrongEcon]

Many keep saying the dollar is going to collapse.

What are you going to buy? The euro? Japan?

Where are you going to go? We’re the prettiest of the three ugly sisters.

Capital comes here in geopolitical war. Europe wants war with Russia.

Are you going to leave your money there?

[Romain PETITJEAN ᛉ @RomainEvenement]

🍅 Il va finir suicidé lui

[Donovan Ray @Donovan_Ray_1]

Ça fait 15 ans que je suis sur les marchés financiers. Vraiment je me souviens pas d’avoir eu trois années consécutives aussi performantes. C’est une folie ce qu’il se passe en ce moment. J’espère que les nouveaux s’en rendent bien compte. Quand ça va, ne serait-ce que ralentir, soyez prêt.

[Investment Wisdom @InvestingCanons]

“If you can't find any companies that you think are attractive, put your money in the bank...”

— Peter Lynch

“If there's nothing smart to do, cash is the default option.”

— Warren Buffett

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Global physical gold-backed ETFs attracted +$6.4 billion in inflows last week, their largest weekly intake since January.

This was led by North America at +$4.4 billion, followed by European funds at +$1.7 billion, and Asia at +$300 million.

This also marks their 3rd-largest weekly inflow on record and the 7th consecutive weekly inflow.

Over this 7-week stretch, global gold-backed ETFs have attracted +$16.4 billion.

Meanwhile, total AUM in global gold ETFs rose +$33 billion last week, to $615 billion, the highest level since the 2nd week of May.

The global gold rush is accelerating:

[*Walter Bloomberg @DeItaone]

DALIO: DUMP BONDS, BUY GOLD AS DEBT CRISIS LOOMS

Ray Dalio warns a U.S. debt crisis could hit within three years, as deficits and interest costs surge.

He recommends underweighting bonds and allocating 10%–15% to gold, plus a small Bitcoin position.

Dalio argues rising debt could force higher rates or money printing, weakening currencies and fueling inflation.

He expects gold and Bitcoin to outperform as investors seek alternatives to government-backed assets.

[Philippe Virgilio 🇫🇷 @PhVirgilio]

@Itsadiee1 Merci à vous pour cette analyse très détaillée et structurée.

[Sean Frank @Seanfrank]

I was incredibly concerned with the debt.

Now I get it.

It’s never going down.
The budget will never get balanced.
Both parties don’t care and if they say they do they are lying.

Fighting about taxes is silly.
We can’t tax our way out of it.
There isn’t enough tax revenue to be extracted.

We are going to print our way out of it.
5% real inflation forever.

What’s 40 trillion in debt if we inflate the gdp to 100 trillion?

It’s the only choice.
Both sides want to keep spending.

My thesis the next 30 years:
The dollar will be worth less tomorrow than today.

The government will promise anything and spend everything.

Plan accordingly.

[Philippe Virgilio 🇫🇷 @PhVirgilio]

@Divs_King Lu ceci dans mon fil d'actualités. Effectivement, je me rappelle que la chute des marchés avait calmé certaines ardeurs 🙃
https://t.co/vv93RayBao

[Dan @dan_tmt]

For those too young to remember, during the hayday of the dotcom boom in 1999, they also proposed making the market 24-hours.

Then the market crashed and everyone decided it was better to be able to sleep a little.

There's a reason casinos are open all night. For the degens that can't wait until the market opens the next morning...

[Nicolas Chéron @NCheron_bourse]

LVMH bientôt sous 400€ ?

C'est ce que laissaient entrevoir les graphiques de long terme depuis des mois mais rares sont ceux qui voulaient bien l'entendre.

Nous voilà de nouveau au bord d'un précipice sur cette action, alors même que le CAC40 est proche de ses records.

Autrement dit, une correction de l'indice français et LVMH part à la cave vers les 400€ étant donné sa sousperformance.

PS : sous 400€ j'arrêterai d'être baissier sur LVMH après 3 ans de suivi baissier. 

- Cette publication n'est pas un conseil en investissement.
- Investir comporte des risques, ne pas investir assure de perdre face à l'inflation.

Graphique long terme sur 3 ans

[Arti Shah @TechByArti]

During a job interview, if they ask: "What's your biggest weakness?"

USE THE GOLDEN RESPONSE.

[The Assembly @InTheAssembly]

“If you simply bought High Quality Companies at the 200 Week Moving Average, you’d outperform the S&P 500 by large margin over time”

- Charlie Munger

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Global physical gold-backed ETFs posted +$3.0 billion in inflows in July, the largest monthly intake since April.

This pushed global gold ETF holdings up +23 tonnes, to 4,068 tonnes, just below the all-time high of 4,176 tonnes posted on February 27th.

European funds led, at +$2.1 billion, followed by Asia, at +$600 million, and North America, at +$71 million.

This follows -$2 billion and -$9 billion in monthly outflows in May and June, respectively.

Year-to-date, global gold ETFs have attracted +$11.0 billion in inflows.

Global gold demand is rapidly recovering.

[Philippe Virgilio 🇫🇷 @PhVirgilio]

@NCheron_bourse Bravo à vous pour ce partenariat 👍

[Philippe Virgilio 🇫🇷 @PhVirgilio]

@Tino_Bourse La courbe bleue qui chute de 3,60 à 1,20.

[Investment Wisdom @InvestingCanons]

“In my whole life, I’ve never succeeded much in what I wasn’t interested in. So I don’t think you're going to succeed if what you’re doing all day doesn’t interest you."

— Charlie Munger

[Cohérence @coherence_e]

« Nous n’avons après tout que quelques années à passer dans ce mystère qu’est la vie. Autant l’éclairer par un peu de beauté, de passion, d’amusement. »
Jean D’ormesson