Daan De Schepper

Banker | 9000
Passionate about (behavioral) Finance, Gantoise, Macroeconomics , Core-satellite investing and a decent book. Views are my own.

[Daan De Schepper @DeSchepperDaan]

@JoueursBE S s

[Daan De Schepper @DeSchepperDaan]

🤠

[Daan De Schepper @DeSchepperDaan]

The standout performer of the 21st century so far: Gold (x11) vs S&P500 (x6,8)

[Daan De Schepper @DeSchepperDaan]

That has implications for the returns that investors can aspire to earn from stocks. Historical correlations suggest that at the current level of inflation-adjusted earnings yield, investors will reap a total return of minus 1.28% over the next decade.

[Daan De Schepper @DeSchepperDaan]

Fast forward; "de berg baarde een muis"

Federale regering sluit akkoord over meerwaardebelasting https://t.co/j6KYPvoQ1l

[Daan De Schepper @DeSchepperDaan]

Real earnings yield: 2,76% (lowest since 2000)
Real yield on 10y inflation linked bonds: 2,03%

[Daan De Schepper @DeSchepperDaan]

A lost decade

[Barchart @Barchart]

BREAKING 🚨: Bonds

If you invested $10,000 in $TLT exactly 10 years ago, you'd have $9,500 today (dividends included, not inflation adjusted) 📉 Horrendous 🤦‍♂️

[Daan De Schepper @DeSchepperDaan]

Een slechte dag voor de hangmatbelegger 😉

[GURGAVIN @gurgavin]

NVIDIA SHARES ARE CURRENTLY DOWN 11% IN RESPONSE TO DEEPSEEK FROM CHINA

NVIDIA HAS LOST $400 BILLION DOLLARS IN MARKET VALUE AND IS ON TRACK FOR THE BIGGEST 1 DAY LOSS OF ANY COMPANY IN HISTORY

$NVDA

[Daan De Schepper @DeSchepperDaan]

Hangmatbeleggen? 😏

[Daan De Schepper @DeSchepperDaan]

Private equity 🤭

[CommanderApaul is on BSKY @CommanderApaul]

The PE firm will sell the real estate to a holding company and pocket the money. The stores will have to pay rent to the holding company, which the PE firm will also pocket.

1/3

[Daan De Schepper @DeSchepperDaan]

10% of US GDP 🙈

[Jeff Weniger @JeffWeniger]

With a market cap of $3.4 trillion, Nvidia is trying to catch the entire value of Japan's Nikkei 225 index.

[Daan De Schepper @DeSchepperDaan]

The passive investing boom in one chart..

[Daan De Schepper @DeSchepperDaan]

Commuting w/ @QCompounding

[Daan De Schepper @DeSchepperDaan]

Those efficient markets 😬

[WhiteRabbit741 🇺🇸 @WRabbit741]

SHARES OF GAMESTOP HALTED FOR A NINTH TIME TODAY $GME #GME #GAMESTOP

[Daan De Schepper @DeSchepperDaan]

@FinanceFilosoof Amen!

[Daan De Schepper @DeSchepperDaan]

@slegers_pieter Done. Zeer benieuwd!

[Daan De Schepper @DeSchepperDaan]

Auwch

[Holger Zschaepitz @Schuldensuehner]

Global bond mkts sold off following hot US inflation data w/US 10y spikes to almost 4.5%.

[Daan De Schepper @DeSchepperDaan]

@DeRyckP117 Gefeliciteerd, Pieter!

[Daan De Schepper @DeSchepperDaan]

"Never get between a US consumer and cash register"
https://t.co/VFbMaVTife via @ft

[ING InvestmentOffice @INGnl_IO]

De #beurs vandaag: Op de aandelenbeurzen zit de stemming er goed in. Prima economische groeiontwikkelingen, hoop op lagere beleidsrentes en beter dan verwachte bedrijfscijfers stuwden de indices.
https://t.co/F992Y1hyAF