#  @marcgarrigasait Marc Garrigasait Marc Garrigasait posts on X about japan, china, stocks, tokyo the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::32882142/interactions)  - [--] Week [-----] +209% - [--] Month [------] +37,345% - [--] Months [------] +64% - [--] Year [------] -4.80% ### Mentions: [--] [#](/creator/twitter::32882142/posts_active)  ### Followers: [------] [#](/creator/twitter::32882142/followers)  - [--] Week [------] -0.01% - [--] Month [------] +0.07% - [--] Months [------] +0.04% - [--] Year [------] -0.10% ### CreatorRank: [---------] [#](/creator/twitter::32882142/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) [finance](/list/finance) [stocks](/list/stocks) [travel destinations](/list/travel-destinations) [currencies](/list/currencies) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [exchanges](/list/exchanges) [social networks](/list/social-networks) **Social topic influence** [japan](/topic/japan), [china](/topic/china), [stocks](/topic/stocks), [tokyo](/topic/tokyo), [$8604t](/topic/$8604t), [flows](/topic/flows), [alltime](/topic/alltime), [bloomberg](/topic/bloomberg), [market](/topic/market), [in the](/topic/in-the) **Top assets mentioned** [Factset Research Systems, Inc. (FDS)](/topic/$fds) [McDonald's Corp (MCD)](/topic/$mcd) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [April (APRIL)](/topic/april) ### Top Social Posts Top posts by engagements in the last [--] hours "The AI threat is now so credible that firms like FactSet Research (a Bloomberg competitor) are being severely punished by the market. Investors fear about new competing financial products at significantly lower cost. (blue is pricered is valuation. In bars free cash flow) $FDS" [X Link](https://x.com/anyuser/status/2023101251034964002) 2026-02-15T18:25Z 18.2K followers, [---] engagements "Flows have never been as influential in financial markets as they are today. The ease of movement and the enormous liquidity allow a single-country index to rise more than 100% in less than a year simply because it contains many companies aligned with the theme of the moment. What is happening in the South Korean equity market Korean equity funds attracted a record +$5.2 billion in inflows last week. This follows +$3.5 billion the week before and +$1.7 billion [--] weeks prior. As a result the 4-week moving average of inflows jumped to a record https://t.co/Ss5F2HhafL What is happening in the" [X Link](https://x.com/anyuser/status/2023106032097218899) 2026-02-15T18:44Z 18.2K followers, [----] engagements "@SattvikCapital a priori parece mejor que Toshiba Machines" [X Link](https://x.com/marcgarrigasait/status/1003281548651696129) 2018-06-03T14:25Z 18.2K followers, [--] engagements "Pases con mayor crecimiento economico en los ltimos [--] aos (hasta 2020). China primera #Polonia segunda seguida por India Indonesia Arabia Saud Corea Australia y Taiwan #GDP #PIB #PNB Poland ranks #2 in terms of total GDP change in a [--] year period (1990-2020) right behind China and just ahead of India. https://t.co/FGC7AuwTtt Poland ranks #2 in terms of total GDP change in a [--] year period (1990-2020) right behind China and just ahead of India. https://t.co/FGC7AuwTtt" [X Link](https://x.com/marcgarrigasait/status/1694266416428425609) 2023-08-23T08:32Z 18.2K followers, 10.9K engagements "It's not obvious but history shows us that there is no correlation between a country's economic growth and the profitability of that country's stocks. Relative performance between the #Nikkei index and the Asia Pacific ex-Japan stock index (2013-dec-2023)" [X Link](https://x.com/marcgarrigasait/status/1739328441386676734) 2023-12-25T16:53Z 18.2K followers, [----] engagements "another example. relative stock market performance between the country with the slowest growth Japan and the stock market of one of the countries with the highest economic growth China. #Nikkei stock Index versus Hang Seng China Enterprises Index $HSCEI" [X Link](https://x.com/marcgarrigasait/status/1739330228676161552) 2023-12-25T17:00Z 18.2K followers, [----] engagements "Russian total military expenditure reached $462bn in [----] exceeding the total for Europe $457 billion. In [----] global defence spending reached $2.46 trillion ($2.24trn in 2023)+74% in real-terms outpacing increases of 6.5% in [----] and 3.5% in [----]. https://www.iiss.org/online-analysis/military-balance/2025/02/global-defence-spending-soars-to-new-high/ https://www.iiss.org/online-analysis/military-balance/2025/02/global-defence-spending-soars-to-new-high/" [X Link](https://x.com/marcgarrigasait/status/1891192387734515863) 2025-02-16T18:26Z 18.2K followers, [----] engagements "An example of transformational change in Japanese stocks. Just today [--] activist operations have been reported where domestic & foreign investors have bought shares & are proposing changes to the management. Source #Nomura. #Shisheido $2501 $4911 $4626 http://2875.JP http://2875.JP" [X Link](https://x.com/marcgarrigasait/status/1892182274382111172) 2025-02-19T11:59Z 18.2K followers, [----] engagements "Small caps tend to react positively to #buybacks both in short and long term. More than mid-cap and large japanese listed companies. Most likely because ownership in small caps is more concentrated. Interesting paper by @Nomura. #JapanDeepValueFund #Topix" [X Link](https://x.com/marcgarrigasait/status/1970481364769386557) 2025-09-23T13:32Z 18.2K followers, [----] engagements "@Nomura "Japan emerge as Shareholder #activism leader driven by The Tokyo Stock Exchange's [----] Corporate Governance overhaul which pushed for improved #CapitalAllocation transparency & accountability from companies with low market valuations." Bloomberg Intell. #JapanDeepValueFund" [X Link](https://x.com/marcgarrigasait/status/1970525192251453558) 2025-09-23T16:26Z 18.2K followers, [----] engagements "https://www.occrp.org/en/news/sanctioned-iranian-banker-owns-multi-million-pound-london-mansion https://www.occrp.org/en/news/sanctioned-iranian-banker-owns-multi-million-pound-london-mansion" [X Link](https://x.com/marcgarrigasait/status/2012844854112407792) 2026-01-18T11:09Z 18.2K followers, [---] engagements "@TeatroAlonso comparto q a mayor alza tipos largos mas presin bajista en Yen: THE NEW REGIME The yen now correlates + [----] with Japan's yield curve slope. When long yields rise faster than short yields the yen weakens. This is not interest rate pricing This is fiscal doom pricing" [X Link](https://x.com/marcgarrigasait/status/2015456896660939257) 2026-01-25T16:09Z 18.2K followers, [--] engagements "In US is 24% ($476bn) RT @csapac: #China sees sharp rise in balance of #Margin financing to RMB1.90 tn in May 3.5% of the total mkt cap" [X Link](https://x.com/marcgarrigasait/status/597463736895598594) 2015-05-10T18:10Z 18.2K followers, [--] engagements "RT @fbx258 #USA #RUSSIA Stockpiles of #URANIUM $URA $U https://x.com/fbx258/status/1000698761633398784/photo/1 https://x.com/fbx258/status/1000698761633398784/photo/1" [X Link](https://x.com/marcgarrigasait/status/1002235829845098497) 2018-05-31T17:10Z 18.3K followers, [--] engagements "RT @charliebilello Largest companies in the S&P [---] by Market Cap Net Income Revenue and # of Employees" [X Link](https://x.com/marcgarrigasait/status/1005049395518242816) 2018-06-08T11:30Z 18.3K followers, [--] engagements ""@Schuldensuehner #Germany Target2 claims of the Bundesbank on the rest of the Eurosystem on course to [--] TRILLION. Gained 54bn in May reached lifetime high of 956.2bn while Italy's Target2 liabilities hit an all-time high at 465bn (depositor run)" [X Link](https://x.com/marcgarrigasait/status/1006077342983360512) 2018-06-11T07:35Z 18.2K followers, [--] engagements "RT @GNietoNieto Global yield curve inverts for the first time since [----]. Va FT" [X Link](https://x.com/marcgarrigasait/status/1010067388442841088) 2018-06-22T07:50Z 18.3K followers, [--] engagements ""Every U.S. recession in the past [--] years was preceded by a negative term spread that is an inverted yield curve" FED S.Francisco RT @movement_cap recession probability model based on the term spread as of feb2018 https://www.frbsf.org/economic-research/publications/economic-letter/2018/march/economic-forecasts-with-yield-curve/ https://www.frbsf.org/economic-research/publications/economic-letter/2018/march/economic-forecasts-with-yield-curve/" [X Link](https://x.com/marcgarrigasait/status/1020209912348135424) 2018-07-20T07:32Z 18.3K followers, [--] engagements "Lista de directivos vendiendo mas del 10% de sus acciones en su empresa en agosto. Interesante RT @AndysCycles $MSFT $AAPL $ALGN $PFE $WFC $ANDV $V $RHI $TXN $FB $O $DAL $CME $NOC $CTSH $IBM $C $AIV $NTRS $KEY $AXP $HCA $SO $KMB $HES $USB" [X Link](https://x.com/marcgarrigasait/status/1031566596488265729) 2018-08-20T15:40Z 18.3K followers, [---] engagements "RT @RonStoeferle Fantastic chart: Does the flattening yield curve suggest that market volatility (VIX) should climb over the next couple of years ht @AndreasSteno" [X Link](https://x.com/marcgarrigasait/status/1046463495515058176) 2018-09-30T18:15Z 18.3K followers, [--] engagements "Today in Business history (Dec 19). Cornelius #Vanderbilt. Understanding financial markets in [-----] #dividends. Also "The struggling Chrysler Corporation" in [----] va #DanelCapital" [X Link](https://x.com/marcgarrigasait/status/1075419664723992576) 2018-12-19T15:56Z 18.3K followers, [--] engagements "Cut in interest rates by the FED it's not because Donald Trump but #CurrencyWar Fed: easing ECB: easing BOE: easing BOJ: easing Denmark: easing Australia: easing Brazil: easing Russia: easing India: easing China: easing Hong Kong: easing Korea: easing Indonesia: easing SouthAfrica: easing Turkey: easing Mexico: easing Philippines: easing Thailand: easing https://t.co/fmZdS0AFZk Fed: easing ECB: easing BOE: easing BOJ: easing Denmark: easing Australia: easing Brazil: easing Russia: easing India: easing China: easing Hong Kong: easing Korea: easing Indonesia: easing SouthAfrica: easing Turkey:" [X Link](https://x.com/marcgarrigasait/status/1174584036276211713) 2019-09-19T07:20Z 18.3K followers, [--] engagements "Comercio electronico en China. Algunos graficos de tendencias muy relevantes. Pinduoduo supera do a y amenazando a Alibaba-Taobao que ya est respondiendo muy agresivamente #ecommerce http://JD.com http://JD.com" [X Link](https://x.com/marcgarrigasait/status/1221011157328302081) 2020-01-25T10:05Z 18.3K followers, [--] engagements "27 Cias USA han conseguido emitir bonos en marzo. Gran mayoria con ratings buenos (#InvestmentGrade). Importes cupones pagados y spread (diferencial) s/bonos Estado. Algunos estan al borde de bajar de categoria a #HighYield o #JunkBond: McDonald's Lowe's o Sysco $MCD $SYY $LOW" [X Link](https://x.com/marcgarrigasait/status/1246707341019549697) 2020-04-05T07:52Z 18.3K followers, [--] engagements "Datos de como van las ventas del grupo Coca Cola estos meses $KO" [X Link](https://x.com/marcgarrigasait/status/1252862034816843776) 2020-04-22T07:29Z 18.3K followers, [--] engagements ""Around in the day or two leading up to March 23rd (2020). when money almost stops.We had it of course in [----] and 09" #WarrenBuffett about mar-20 financial markets crisis #Berkshire $BRKB $BRKA" [X Link](https://x.com/marcgarrigasait/status/1265329404319842307) 2020-05-26T17:10Z 18.2K followers, [--] engagements "Berkshire's biggest competitive advantage in his energy business according #WarrenBuffett may-20 #dividends $BRKA $BRKB" [X Link](https://x.com/marcgarrigasait/status/1266054184065007618) 2020-05-28T17:10Z 18.2K followers, [--] engagements "Esta empresa del vertido en el rtico ruso es propiedad de Potanin y Oleg Deripaska. Tambien era accionista Abramovich. Deripaska es famoso por este video con Putin. #NorilskNickel #Nornickel https://investorsconundrum.com/2009/11/22/el-zar-vladmir-putin-humilla-en-publico-a-uno-de-los-hombres-mas-ricos-del-mundo/ [-----] tonnes of oil spilled into a large freshwater lake in Russia in one of the Arctic's worst environmental disasters ever. https://t.co/yTcLlmUcOK https://investorsconundrum.com/2009/11/22/el-zar-vladmir-putin-humilla-en-publico-a-uno-de-los-hombres-mas-ricos-del-mundo/ 21000" [X Link](https://x.com/marcgarrigasait/status/1271013850519871489) 2020-06-11T09:38Z 18.2K followers, [--] engagements "Aqu la historia de la empresa rusa $MNOD.L $MNOD https://en.wikipedia.org/wiki/Nornickel https://en.wikipedia.org/wiki/Nornickel" [X Link](https://x.com/marcgarrigasait/status/1271017088174391297) 2020-06-11T09:51Z 18.2K followers, [--] engagements "YouTube CEO Susan Wojcicki. How I work $GOOGL https://www.youtube.com/watchv=7Tw6531OkIU https://www.youtube.com/watchv=7Tw6531OkIU" [X Link](https://x.com/marcgarrigasait/status/1293944267250032640) 2020-08-13T16:15Z 18.3K followers, [--] engagements ""Dark Pools and High Frequency Trading: A Brief Note." Interesting about significant change in the trading of financial securities: market structure and trading strategies. We have a serious problem. Va @IEF_org #HFT #DarkPools https://www.iefweb.org/es/publicacion_odf/dark-pools-and-high-frequency-trading-a-brief-note/ https://www.iefweb.org/es/publicacion_odf/dark-pools-and-high-frequency-trading-a-brief-note/" [X Link](https://x.com/marcgarrigasait/status/1302996352876634114) 2020-09-07T15:45Z 18.3K followers, [--] engagements "If the Chinese regulator finally approves that Tencent acquires the other two leaders in the video game industry in China and dominate the entire industry then there would only be one explanation. Tencent is the Chinese state $DOYU $HUYA $TCEHY $PRX.AS https://www.reuters.com/article/china-tech-antitrust-tencent-idUSL1N2LK179 https://www.reuters.com/article/china-tech-antitrust-tencent-idUSL1N2LK179" [X Link](https://x.com/marcgarrigasait/status/1374273482167619588) 2021-03-23T08:15Z 18.2K followers, [--] engagements "Evergrande empire chart" [X Link](https://x.com/marcgarrigasait/status/1441053769131708418) 2021-09-23T14:56Z 18.2K followers, [--] engagements "Finalmente Evergrande es declarada en "Default". Tambien Kaisa Group. Fitch la ha determinado tras conferencia banquero central chino q ha declarado hoy q no habr rescate pblico y q se respetar la prelacion d acreedores. Bonos descuentan perdida 75%. chart via @Schuldensuehner" [X Link](https://x.com/marcgarrigasait/status/1468971722086879242) 2021-12-09T15:52Z 18.2K followers, [--] engagements "En cambio la telefonica norteamericana #ATT como buena tecnolgica vivi una burbuja y un desplome en el #Crash1929 $T" [X Link](https://x.com/marcgarrigasait/status/1677993625358151680) 2023-07-09T10:50Z 17.8K followers, [--] engagements "@jjdelvallerod si son primos hermanos. Erdogan Kirchner Fernandez" [X Link](https://x.com/marcgarrigasait/status/1684229976931942401) 2023-07-26T15:51Z 17.6K followers, [--] engagements "El #NuevoCapitalismo y la poltica d siempre. La inversin d [------] mill. d chips en Alemania ser subvencionada en un 65% d su importe (50% x gobierno y resto x Europa) aunque el 70% propiedad sera d $TSM . El ministro d economa aleman es del partido liberal $IFX $NXPI" [X Link](https://x.com/marcgarrigasait/status/1689168833209073668) 2023-08-09T06:56Z 17.6K followers, [----] engagements "La cadena retail de venta deportiva Foot Locker sorprendi ayer en su presentacin de malos resultados explicando las razones. Adems del descenso en el consumo (1a razn) cit los problemas de robos en sus establecimientos" [X Link](https://x.com/marcgarrigasait/status/1694608199591010616) 2023-08-24T07:10Z 17.6K followers, [----] engagements "#Powell acaba d dar [--] clase academica y prctica sobre la situacin actual de la #Inflacion en Estados Unidos y las variables claves para la FED. Ha aportado datos d las incertidumbres que aun tiene la FED para no bajar los tipos de inters desglosando los indicadores uno a uno" [X Link](https://x.com/marcgarrigasait/status/1695102274773606824) 2023-08-25T15:54Z 17.8K followers, [----] engagements "Como siempre ha citado el dato de inflacion PCE y especificamente el PCE core (sin incluir alimentos y energia). Lo didactico es como ha separado los [--] componentes que lo forman: Hogar servicios y bienes #JacksonHole #FED #Inflacion" [X Link](https://x.com/marcgarrigasait/status/1695102277051101455) 2023-08-25T15:54Z 17.8K followers, [--] engagements "What happens when a Japanese company with a marketCap of [--] billion JPY +net cash position of [--] bn +6 bn in holdings & trading at a P/E ratio of [--] to [--] times decides to start improving communication with intl investors shareholder returns and the liquidity of its stock $3431" [X Link](https://x.com/marcgarrigasait/status/1704044472579891558) 2023-09-19T08:07Z 17.6K followers, [----] engagements "Traditional & family-owned nippon stocks are boring until [--] day they are not. Takeover (MBO) of Rock Paint a paint co. in August. After several decades of being a forgotten market the ground is shifting below our feet in the japanese stock market #JapanDeepValueFund $4621" [X Link](https://x.com/marcgarrigasait/status/1704138776182718856) 2023-09-19T14:22Z 17.6K followers, [----] engagements ""Stock chart of Sony Corp. Another example to illustrate the end of the long bear japan's stock market cycle in [----] . Sony has been trading in Wall Street since [----] the 1st Japanese company to do so. Disclaimer: We are not shareholders in our #JapanDeepvalueFund $6758 $SONY" [X Link](https://x.com/marcgarrigasait/status/1706612141799714933) 2023-09-26T10:10Z 17.6K followers, [--] engagements "OpenAI was founded in [----] as a nonprofit research organization by Altman Elon Musk Peter Thiel and LinkedIn cofounder Reid Hoffman among other tech leaders."to benefit humanity as a whole unconstrained by a need to generate financial return"" [X Link](https://x.com/marcgarrigasait/status/1706932946496569680) 2023-09-27T07:25Z 17.8K followers, [--] engagements "In the #JapanDeepValueFund portfolio since its inception in August [----]. TOP15. Operating in such a complex sector as auto parts the company has been very resilient in these years of COVID. $7292.JP #MichaelBurry" [X Link](https://x.com/marcgarrigasait/status/1709120710595981596) 2023-10-03T08:18Z 17.6K followers, [----] engagements "Top Japan Fund Bets English Disclosure to Lift Small-Cap Shares. #JapanDeepValueFund outperforms most of its peers this year @Bloomberg" [X Link](https://x.com/marcgarrigasait/status/1714627165633802481) 2023-10-18T12:59Z 17.8K followers, [----] engagements "Japan promoting long-term family savings through investments in japanese stocks (from January [--] 2024). Annual limit tax-free savings invested in japanese stocks now [------] EUR. With a lifetime limit of [-----] or even [------] when combining [--] programs #NISA #JapanSavings" [X Link](https://x.com/marcgarrigasait/status/1719985728011059509) 2023-11-02T07:52Z 17.6K followers, [----] engagements "And simplifying its shareholding structure. [--] #SogoShosha have been exiting the capital and now the Kato family is the sole controller. Utilizing its substantial cash reserves (61% of its market Cap) to buyback shares at a Free Cash Flow yield of 25%. New All-Time Highs $9869.JP" [X Link](https://x.com/marcgarrigasait/status/1724701919778590910) 2023-11-15T08:12Z 17.6K followers, [---] engagements "The sellers in this offer are Mitsui & Co ($8031) & Mitsubishi Corp. ($8058). They are reducing their cross-shareholdings (huge portfolio). The companies where #Buffett holds significant investments are actively simplifying their portfolios" [X Link](https://x.com/marcgarrigasait/status/1724701921506689128) 2023-11-15T08:12Z 17.6K followers, [---] engagements "@ValueInvestingS El gobierno de Japn continuamente implementando medidas que penalizan un poco su recaudacin fiscal pero que empujan mucho la inversion empresarial y el ahorro familiar en bolsa" [X Link](https://x.com/marcgarrigasait/status/1732811885664243990) 2023-12-07T17:18Z 17.6K followers, [--] engagements "Ohtani el fenmeno que aspira a cobrar [---] millones el mayor contrato de siempre: "No ha habido nadie como l en toda la historia"" [X Link](https://x.com/marcgarrigasait/status/1733055314394747081) 2023-12-08T09:26Z 17.6K followers, [---] engagements "La sensacin japonesa d la liga de beisbol norteamericana Shohei Ohtani [--] veces MVP de la liga firma un contrato d $700 mill. x [--] aos con los Dodgers d Los Angeles el mayor contrato de la historia del deporte. Ohtani es lanzador y bateador algo nico" [X Link](https://x.com/marcgarrigasait/status/1733783819226906754) 2023-12-10T09:40Z 17.6K followers, [---] engagements "Los nuevos dirigentes en #Argentina haciendo docencia econmica ante la situacin catastrfica heredada. En su toma posesin Milei desgran los numeros del Estado y del Banco central. Vale la pena escuchar las [--] medidas iniciales de su ministro economa" [X Link](https://x.com/marcgarrigasait/status/1734858190125257020) 2023-12-13T08:49Z 17.7K followers, [----] engagements "La Guayana en mucho mejor situacin econmica que Venezuela que en [----] tena menos pobreza que Colombia. Argentina Bolivia y Ecuador en la cola. Chile y uruguay un oasis aunque Chile presenta cada vez ms riesgos de contagio de las malas practicas de sus vecinos.#NorteSur" [X Link](https://x.com/marcgarrigasait/status/1736390383871942722) 2023-12-17T14:18Z 17.7K followers, [---] engagements "Histrica decisin del nuevo gobierno #Argentina eliminando decenes d leyes y centenares d normas q hiper-regulaban todo. Por ejemplo debas pedir autorizacin para importar o exportar o alquilar tu piso perdiendo dinero x la #inflacin va @juanrallo" [X Link](https://x.com/marcgarrigasait/status/1738117196725825629) 2023-12-22T08:40Z 17.7K followers, [----] engagements "After [--] years with a relatively similar behavior between the European stock index ($FEZ Eurostoxx 50) and the emerging market stock index ($EEM) in [----] European stocks have clearly outperformed significantly" [X Link](https://x.com/marcgarrigasait/status/1738869329330831657) 2023-12-24T10:28Z 17.6K followers, [----] engagements "Muy interesante. Le preguntan al mximo regulador de los mercados financieros en USA (Presidente de la #SEC) sobre la aprobacin de los ETF sobre Bitcoin y cryptos. Est claro que no le ha gustado la pregunta Its a viable question and as the Head of the SEC hes in charge of getting these #BitcoinETFs approved. 🧐 https://t.co/35zsoKmlnc Its a viable question and as the Head of the SEC hes in charge of getting these #BitcoinETFs approved. 🧐 https://t.co/35zsoKmlnc" [X Link](https://x.com/marcgarrigasait/status/1743333041639211066) 2024-01-05T18:06Z 17.6K followers, [---] engagements "We are writing the quarterly letter for #JapanDeepValueFund which we will soon send to all investors. We discuss the M&A market the NISA a tax-exempt savings account (from 2024) for individual investors & new examples of improvement in #ShareholderRemuneration in our portfolio" [X Link](https://x.com/marcgarrigasait/status/1746502983473332527) 2024-01-14T12:02Z 17.6K followers, [----] engagements "Some are very surprising and effective. There are transactions that only happen in Japan. Most surprising for international investors: we have stocks in our portfolio breaking historical highs that still hold more net cash than their market cap or have price-to-book ratios 1" [X Link](https://x.com/marcgarrigasait/status/1746502985952223497) 2024-01-14T12:02Z 17.6K followers, [---] engagements "Los brutales recortes del gobierno d Cuba. No me puedo imaginar como la poblacin va a soportar unas medidas dursimas x la bancarrota completa del pas y d su sistema econmico. Imprescindible escuchar la lista completa de nuevas medidas. Por @juanrallo" [X Link](https://x.com/marcgarrigasait/status/1747631704074764437) 2024-01-17T14:47Z 17.8K followers, [---] engagements "All-time highs in a boring company that we have held in our portfolio since [----]. Nichireki (5011; asphalt & other road paving materials for infrastructures). Key insights from the chart. 1) As we always emphasize [----] marked a pivotal shift in the stock market cycle in Japan" [X Link](https://x.com/marcgarrigasait/status/1747903694438285510) 2024-01-18T08:48Z 17.6K followers, [----] engagements "2) The importance of patience in investing. From [----] to [----] it barely rose. 3) Despite breaking historical highs it trades at just [--] times its book value. 4) In [--] years it has generated surplus cash after worning capital capex & dividends of [--] billion JPY" [X Link](https://x.com/marcgarrigasait/status/1747903697382781224) 2024-01-18T08:48Z 17.8K followers, [---] engagements "Aunque nos parezca ciencia ficcion a los europeos adjunto este excelente documento-guia del regulador de la Bolsa de Japn para las compaas cotizadas para ayudarles a mejorar el #GobiernoCorporativo y la Retribucin a accionistas #CosteCapital" [X Link](https://x.com/marcgarrigasait/status/1752997795542241594) 2024-02-01T10:10Z 17.8K followers, [--] engagements "Con mltiples ejemplos de casos positivos y de otros con una clara desalineacin entre el management y los accionistas. Como sabes el regulador burstil nipn con su presidente #activista ha solicitado por escrito a las compaias cotizadas que expliquen x escrito su poltica" [X Link](https://x.com/marcgarrigasait/status/1752997798289523117) 2024-02-01T10:10Z 17.8K followers, [--] engagements "Los profesionales del sector financiero europeo deberiamos bloquear las carreteras con ordenadores y pantallas de Bloomberg Reuters y Factset para exigir acabar con nuestra asfixia regulatoria que adems tambin beneficia al sector financiero norteamericano #ESMA @ESMAComms" [X Link](https://x.com/marcgarrigasait/status/1753348531560292438) 2024-02-02T09:24Z 17.8K followers, [--] engagements "Interesante artculo originado por @BloombergJapan: "El mercado japons resurge con fuerza liderado por los veteranos". Se refiere especialmente al mercado d bonos. Tras dcadas con tipos cercanos al 0% el #BancoCentral est empezando a cambiar generando nuevas oportunidades" [X Link](https://x.com/marcgarrigasait/status/1754198075956957197) 2024-02-04T17:39Z 17.8K followers, [--] engagements "para inversin o financiacin en #JPY. Se buscan operadores nipones con [--] aos q hubieran experimentado alzas en tipos d inters y mayor volatilidad. Citadel y otros abriendo oficina en Tokyo. En [----] incr. enorme en volumenes d contratacin en bonos divisas y #BolsaJapon" [X Link](https://x.com/marcgarrigasait/status/1754198077982867491) 2024-02-04T17:39Z 17.8K followers, [--] engagements "Una imagen de lo que se convirti Argentina. El gobernador de la regin de La Rioja (384.000 hab.) crea una nueva moneda (#Bocades) para aumentar 30% sueldos pblicos. Un 67% de todos los trabajadores registrados trabajan para el Estado = completamente fallido" [X Link](https://x.com/marcgarrigasait/status/1758805007799836857) 2024-02-17T10:46Z 17.8K followers, [--] engagements "Como ya no reciben dinero del gobierno central con la nueva poltica de Milei no pueden mantener tanto consumo publico. Han creado una moneda local para poder continuar gastando aunque en el mercado negro ya cotiza muy x debajo de los pesos argentinos" [X Link](https://x.com/marcgarrigasait/status/1758805011406987344) 2024-02-17T10:46Z 17.8K followers, [--] engagements "Also today Mitsubishi reportedly considering sale of 35% stake in KFC Holdings Japan (1451). The Buffett's Sogo Shosha continue to reduce their enormous portfolio of cross-shareholdings in multiple companies from all sectors. #ShareholdersRetribution #Topix #CorporateGovernance Japan casualty insurers to sell entire cross-shareholdings worth $43bn https://t.co/DXwYhNG8Bt Japan casualty insurers to sell entire cross-shareholdings worth $43bn https://t.co/DXwYhNG8Bt" [X Link](https://x.com/marcgarrigasait/status/1762890102282305885) 2024-02-28T17:18Z 17.7K followers, [----] engagements "When Warren #Buffett said: "For whatever reasons markets now exhibit far more casino-like behavior than they did when I was young. The casino now resides in many homes and daily tempts the occupants."" [X Link](https://x.com/marcgarrigasait/status/1766761290855268509) 2024-03-10T09:41Z 17.8K followers, [----] engagements "He was referring to news like this about where retail investors in South Korea invest. In february: The largest purchase was US$1.39 billion of #Semiconductors ETF listed in the US market (leveraged by 3). The 3rd largest purchase was US$388 million of the Nasdaq leveraged by 3" [X Link](https://x.com/marcgarrigasait/status/1766761292709171638) 2024-03-10T09:41Z 17.8K followers, [----] engagements "Reunion ayer con el CEO d una empresa europea de implantes mdicos (mejora calidad de vida). Nos comenta "solo miramos al mercado USA el nico rentable para nuestro I+D. Pregunta y en Europa nada es una autentica pesadilla regulatoria. Al menos [--] aos parado con nuevas normas" [X Link](https://x.com/marcgarrigasait/status/1768192413800034664) 2024-03-14T08:28Z 17.8K followers, [--] engagements "@clotildo1999 es la disputa por la moneda de reserva mundial. Los pases en desarrollo han entendido que no puede ser ninguna de sus divisas y en cambio el oro tiene el status. Tener mas oro es ms solvencia y ms capacidad de presionar para una nueva arquitectura financiera global" [X Link](https://x.com/marcgarrigasait/status/1776360236565102668) 2024-04-05T21:24Z 17.7K followers, [--] engagements "Nadie puede parar las millonarias retribuciones de directivos en las empresas cotizadas USA. Boeing obliga a irse a su CEO tras sus incidentes+accidentes casi semanales (esta madrugada otro) y sus acciones caen pero ve su remuneracion incr. d $226 mill. a $328 mill en [----]. $BA" [X Link](https://x.com/marcgarrigasait/status/1777239130671386795) 2024-04-08T07:36Z 17.7K followers, [--] engagements "Yesterday we were saddened to learn of a fire engulfing the historic Old #Copenhagen Stock Exchange building. Attached are photographs of the wonderful building from our visit in [----]. Unfortunately a large part of the wooden construction has been lost" [X Link](https://x.com/marcgarrigasait/status/1780554195990437972) 2024-04-17T11:09Z 17.7K followers, [----] engagements "Como le explicaran hoy los directivos de #Caixabank y de #CriteriaCaixa a Pere Duran Farell que primero vendieron la mitad de Naturgy a [--] fondos de Private Equity y ahora negocian venderla a un estado de Oriente Medio. Cual es el enfoque estratgico #SWF #SovereignWealthFunds" [X Link](https://x.com/marcgarrigasait/status/1780850073254895732) 2024-04-18T06:45Z 17.7K followers, [--] engagements "En #KoalaSicav vamos a solicitar acciones de #Puig en su salida a bolsa. Ayer su CEO Marc Puig dio una clase maestra de estrategia empresarial. Este es un resumen. Mi abuelo cre la empresa hace [---] aos y x 1a vez abrimos el capital a accionistas externos. #PuigIPO" [X Link](https://x.com/marcgarrigasait/status/1783422309774016540) 2024-04-25T09:06Z 17.8K followers, [--] engagements "The US dollar was our currency but your problem" [----] US Treasury Secretary John Connally told a room of European counterparts. #USD #ReserveCurrency" [X Link](https://x.com/marcgarrigasait/status/1784183650801906115) 2024-04-27T11:31Z 17.8K followers, [----] engagements "@theveritas2 Si por desgracia hay otros casos similares. Cuando hay un private equity por enmedio puede ser malo. Mira Allfunds. En general no nos gusta ir a OPV (IPO) pero en este caso es una excepcion. Se trata de si una empresa quiere generar riqueza para sus acctas a largo plazo" [X Link](https://x.com/marcgarrigasait/status/1784525825204699356) 2024-04-28T10:11Z 17.8K followers, [--] engagements "Buen artculo comparando cada uno de los competidores de #Puig en bases a sus ventas geogrficas peso de cada segmento o crecimietno reciente de sus ventas. Aun con diferencias #Coty es la ms parecida. #PuigIPO #EsteeLauder #Shisheido #LOreal $COTY $EL $OR.PA" [X Link](https://x.com/marcgarrigasait/status/1785203597254201507) 2024-04-30T07:04Z 18.2K followers, [--] engagements "Datos de cuotas de mercado en el mercado de fragancias premium via @nuancerocket #Puig #PuigIPO $EL #LVMH #LOreal #Kering #EsteeLauder #Coty #Chanel #Interparfums" [X Link](https://x.com/marcgarrigasait/status/1785247408709914696) 2024-04-30T09:58Z 18.2K followers, [----] engagements "@antoniobarco2 Hola Antonio nunca haba oido hablar de el. Tienes algun documento relacionado" [X Link](https://x.com/marcgarrigasait/status/1785353621913088376) 2024-04-30T17:00Z 17.8K followers, [--] engagements "La persona ms importante del #BCE quizs incluso mas que Lagarde es entrevistado en @elconfidencial. Ve muy probable una bajada en los tipos inters en junio por el descenso en inflacin de servicios @miquelroig @jgjorrin #ECB #Inflacion" [X Link](https://x.com/marcgarrigasait/status/1787379676899381708) 2024-05-06T07:11Z 17.8K followers, [--] engagements "@theveritas2 Ya he podido leerlo. Esta bien ponderar los pros y contras y los aspectos tcnicos de la salida pero la clave es el negocio sus marcas y la vision a largo plazo Una gran diferencia es que mande una familia o un private equity" [X Link](https://x.com/marcgarrigasait/status/1787393194918920226) 2024-05-06T08:05Z 17.8K followers, [--] engagements "And meanwhile. this is Gamestop's free cash flow generation over the past few years. Nothing to add. $GME #NegativeFreeCashFlow BREAKING: Both $AMC and $GME are up over 130% pre-market adding another $14.5 BILLION of market cap today. Gamestop is now officially one of the [---] largest public companies in the US. This morning AMC Entertainment announced that they would be raising $250 million in equity. https://t.co/LOKp5NZk78 BREAKING: Both $AMC and $GME are up over 130% pre-market adding another $14.5 BILLION of market cap today. Gamestop is now officially one of the [---] largest public" [X Link](https://x.com/marcgarrigasait/status/1790383681690796525) 2024-05-14T14:08Z 18.1K followers, [----] engagements "TOP10 de la mejor jugadora de baloncesto #WNBA #CaitlinClark https://youtu.be/wPWwBvxVOTAsi=tn4CPHC7m-s47l-7 https://youtu.be/wPWwBvxVOTAsi=tn4CPHC7m-s47l-7" [X Link](https://x.com/marcgarrigasait/status/1792125544819196036) 2024-05-19T09:30Z 18.1K followers, [---] engagements "Share buyback budgets in japan. Strong growth. Nippon companies as well as European ones have learned that one of the main differences with the U.S. stock market and its valuations comes from stock buybacks. Clearly we will see more of these in Japan. & in Europe. @Nomura" [X Link](https://x.com/marcgarrigasait/status/1792453957115429233) 2024-05-20T07:15Z 18.1K followers, [----] engagements "Excerpt of our interview in the Nikkei newspaper about our investment in Integral Corp. a recent IPO in the private equity sector. "While the US PE market has entered a period of stagnation Japanese PE is on the threshold of a new cycle". $5842 $5842.JP #JapanDeepValueFund" [X Link](https://x.com/marcgarrigasait/status/1792460248499863567) 2024-05-20T07:40Z 18.1K followers, [----] engagements "In June we will have [--] meetings over [--] consecutive days with nippon companies. in English. This is something unique since we launched the #JapanDeepValueFund in [----]. In [--] of these meetings we are shareholders reflecting the changes in transparency among listed companies" [X Link](https://x.com/marcgarrigasait/status/1795718719437492308) 2024-05-29T07:28Z 18.1K followers, [---] engagements ""According Barclays $40bn has been withdrawn from #ESG Funds this year with a record monthly outflow of about $14bn in April in all regions. Bad performance and scandals. Assets in Blackrock US ESG Fund have halved from $25bn at the peak in [----] to $12.8bn in May." Investors pull cash from ESG funds as performance lags https://t.co/6LlO6H2nyJ Investors pull cash from ESG funds as performance lags https://t.co/6LlO6H2nyJ" [X Link](https://x.com/marcgarrigasait/status/1800461715592913164) 2024-06-11T09:34Z 18.1K followers, [----] engagements ""BlackRock dropped the ESG Fund from its popular "60/40" model portfolio. Also in Europe ESG outflows in april were $1.9bn. Scandals such as that at german asset manager DWS - wich agreed [--] pay $19mm to the US Securits regulator in a #greenwashing probe - have also hit appetite"" [X Link](https://x.com/marcgarrigasait/status/1800461718537240979) 2024-06-11T09:34Z 18.1K followers, [---] engagements "Mes maldito para la bolsa francesa. Tras la incertidumbre poltica y las dudas de los tenedores de bonos que financian su continuo deficit noticias individuales afectando al #CAC40. Ayer #EurofinsScientific se desplom un 20% y hoy #Airbus cae el 9% por malas previsiones" [X Link](https://x.com/marcgarrigasait/status/1805499883853369512) 2024-06-25T07:14Z 18.1K followers, [--] engagements "OPA #BBVA a #BancoSabadell una lucha entre empresas donde ya no quedan accionistas. En ultimos [--] aos los [--] principales accionistas en ambos bancos han cambiado de inversores reales a fondos robotizados q no les importa si los directivos piensan en los accionistas $SAB $BBVA" [X Link](https://x.com/marcgarrigasait/status/1806242770488606812) 2024-06-27T08:26Z 18.1K followers, [--] engagements "One of the probable reasons why the massive injections in [----] have caused inflation is that the money reached the population's banks accounts. Additionally the size of the Fed's balance sheet increased by [---] trillion from [----] to [----] and by [--] trillion from [----] to 2022" [X Link](https://x.com/marcgarrigasait/status/1810004099443683689) 2024-07-07T17:33Z 18.1K followers, [----] engagements "Compare the variation in household bank deposits between the periods 2008-2010 and 2020-2022. #Inflation https://fred.stlouisfed.org/series/BOGZ1FL193020005Q https://fred.stlouisfed.org/series/BOGZ1FL193020005Q" [X Link](https://x.com/marcgarrigasait/status/1810005492816625852) 2024-07-07T17:38Z 18.1K followers, [---] engagements "The FED balance sheet evolution. 2008-2010 to 2020-2022 https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm" [X Link](https://x.com/marcgarrigasait/status/1810005494527861205) 2024-07-07T17:38Z 18.1K followers, [---] engagements "Hilo para entender la guerra financiera soterrada entre Rusia y USA. Como los norteamericanos dominan el sistema financiero mundial a travs del dlar y las instituciones de pago. El comercio entre Rusia y China ha crecido un 60% hasta los $240bn en 2023" [X Link](https://x.com/marcgarrigasait/status/1815080656294064306) 2024-07-21T17:45Z 18.2K followers, [--] engagements "Tras la guerra con Ucrania Rusia ha superado a Alemania Australia y Vietnam como los mayores socios comerciales d China. El #Yuan ya supone el 40% d los pagos x exportaciones+importaciones rusas y 50% de las reservas d divisas d Rusia. China no se sum a las sanciones occid" [X Link](https://x.com/marcgarrigasait/status/1815080658617942075) 2024-07-21T17:45Z 18.2K followers, [--] engagements "Russian Firms Find It Increasingly Hard to Get Paid by China https://www.bloomberg.com/news/articles/2024-07-17/us-sanctions-make-it-harder-for-russian-firms-to-get-paid-by-china https://www.bloomberg.com/news/articles/2024-07-17/us-sanctions-make-it-harder-for-russian-firms-to-get-paid-by-china" [X Link](https://x.com/marcgarrigasait/status/1815080672320512033) 2024-07-21T17:45Z 18.2K followers, [---] engagements "China and Russia are studying the possibility of cooperation on the Bank of Russias Mir payment system according to Beijings ambassador to Moscow https://www.scmp.com/economy/global-economy/article/3270980/china-russia-eye-stronger-cross-border-payments-sanctions-create-time-bomb https://www.scmp.com/economy/global-economy/article/3270980/china-russia-eye-stronger-cross-border-payments-sanctions-create-time-bomb" [X Link](https://x.com/marcgarrigasait/status/1815080674371485754) 2024-07-21T17:45Z 18.2K followers, [---] engagements ""En realidad Guzmn no controlaba nada" dijo a los jurados el abogado de Guzmn Jeffrey Lichtman. "Mayo Zambada s lo controlaba" afirm. S/Departamento Estado USA Zambada es dueo d varios negocios legtimos en Mxico "una gran empresa lechera+lnea autobuses y un hotel"" [X Link](https://x.com/marcgarrigasait/status/1817121441038344345) 2024-07-27T08:54Z 18.2K followers, [--] engagements ""El Mayo" Zambada cofund el Cartel Sinaloa con "El Chapo" Guzman en los 80s tras colapsar el cartel Guadalajara. Este era la cara visible pero Zambada el lider real. Pasaron de la cocaina y heroina al #fentanilo un opioide sinttico" [X Link](https://x.com/marcgarrigasait/status/1817121442804195748) 2024-07-27T08:54Z 18.2K followers, [--] engagements "Autoridades francesa recibieron cerca de [--] millon solicitudes d acreditaciones para Juegos Olmpicos como seguridad privada voluntarios y periodistas. Se rechazaron [-----] de ellas x sospechas de alto riesgo x islamismo extremistas politicos o medioambientales y pro-rusos" [X Link](https://x.com/marcgarrigasait/status/1817974662913212605) 2024-07-29T17:25Z 18.2K followers, [--] engagements "En [---] casos tenan ordenes judiciales de permanencia en su domicilio con supervision diaria de la polica. En su mayora islamistas. Ademas estas semanas se han detenido varias personas ligadas a Rusia. Una de ellas el martes cuyo objetivo eran los juegos" [X Link](https://x.com/marcgarrigasait/status/1817974666277044598) 2024-07-29T17:25Z 18.2K followers, [--] engagements "Parece que el sabotaje coordinado contra los trenes en Francia el da de la Inaguracin de los Juegos Olimpicos fueron activistas de extrema izquierda (detenciones)" [X Link](https://x.com/marcgarrigasait/status/1818546458838122634) 2024-07-31T07:17Z 18.2K followers, [--] engagements "The Bank of Japan has raised interest rates for the 2nd time this year & normalizing the #YieldCurve after several decades with [--] interest rates: Short-term rates at +0.25% 5-year rates at +0.65% 10-year rates at +1.05% 30-year rates at +2.17%. https://www.worldgovernmentbonds.com/country/japan/#title-curve https://www.worldgovernmentbonds.com/country/japan/#title-curve" [X Link](https://x.com/marcgarrigasait/status/1818557017197285395) 2024-07-31T07:59Z 18.2K followers, [----] engagements "#Berkshire has made its largest #JPY bond issuance in [----]. In the previous years this amount raised has been used to buy Japanese stocks. Conclusion: 1) Not only has Berkshire not sold any shares but it may be increasing its holdings at the fastest rate since [----] and" [X Link](https://x.com/marcgarrigasait/status/1844380252195451274) 2024-10-10T14:11Z 18.3K followers, [----] engagements "2) It continues investing in Japan with the currency hedged. "The sale means Berkshire is the largest foreign issuer of yen bonds this year raising a record [-----] billion" https://www.bloomberg.com/news/articles/2024-10-09/berkshire-yen-bond-sale-fuels-talk-of-fresh-japan-investmentsembedded-checkout=true https://www.bloomberg.com/news/articles/2024-10-09/berkshire-yen-bond-sale-fuels-talk-of-fresh-japan-investmentsembedded-checkout=true" [X Link](https://x.com/marcgarrigasait/status/1844380254913319307) 2024-10-10T14:11Z 18.2K followers, [---] engagements ""Solo en [----] el gran fondo pensiones d Japn obtuvo unas plusvalas d $232.000 mill. y acumula ganancias d $972.000 mill. Para ponerlo en contexto el dficit d pensiones en Espaa solo en [----] fue d [------] mill. Eur y sigue creciendo a un ritmo elevado"" [X Link](https://x.com/marcgarrigasait/status/1847571296437104887) 2024-10-19T09:31Z 18.2K followers, [--] engagements "Two new #activist campaigns were announced in Japan today. Activist Palliser Capital revealed it holds a 1.5% stake in Tokyo Tatemono while Effissimo Capital Management disclosed a 5.81% stake in Konica Minolta #Topix #Nikkei http://4902.JP http://8804.JP http://4902.JP http://8804.JP" [X Link](https://x.com/marcgarrigasait/status/1848993295432577465) 2024-10-23T07:42Z 18.3K followers, [---] engagements "And today's surprise comes from the IPO of Tokyo Metro whose shares have risen by +449% in their first trading session. The NISA (tax-free savings plan for individual stock investments) likely helped boost demand. #Topix http://9023.JP http://9023.JP" [X Link](https://x.com/marcgarrigasait/status/1848993297387204620) 2024-10-23T07:42Z 18.3K followers, [---] engagements "Shareholder retribution in japan stocks (2024 estimated by Nomura). #Buybacks and dividends. We launched the #JapanDeepValueFund in August [----]. While undervaluation persists shareholder returns continue to grow at an exponential rate" [X Link](https://x.com/marcgarrigasait/status/1849834049742962753) 2024-10-25T15:23Z 18.2K followers, [----] engagements "La loteria de navidad parece haber agraciado a la regin de Katanga en el Congo #Africa #Mining #Copper A mountain collapsed in Katanga region of the Democratic Republic of Congo revealing tonnes of copper. The region has been known for large-scale copper mining for more than a century. In 1950s it was the world's largest copper-producing area. Currently this region https://t.co/dvvkpMxlXF A mountain collapsed in Katanga region of the Democratic Republic of Congo revealing tonnes of copper. The region has been known for large-scale copper mining for more than a century. In 1950s it was the" [X Link](https://x.com/marcgarrigasait/status/1858569107173765566) 2024-11-18T17:53Z 18.3K followers, [----] engagements "Bloomberg: "China & Japan [--] of the worlds biggest foreign holders of US government debt offloaded a pile of Treasuries in the 3rd quarter as they rallied before presidential election. Japan & China still own $1.02 trillion & [---] billion worth" @markets https://bloomberg.com/news/articles/2024-11-19/two-of-america-s-biggest-debt-holders-are-dumping-treasuriesutm_source=website&utm_medium=share&utm_campaign=twitter https://bloomberg.com/news/articles/2024-11-19/two-of-america-s-biggest-debt-holders-are-dumping-treasuriesutm_source=website&utm_medium=share&utm_campaign=twitter" [X Link](https://x.com/marcgarrigasait/status/1858880187770823073) 2024-11-19T14:29Z 18.3K followers, [----] engagements "Surprising and exceptional work being done by the Tokyo Stock Exchange. It has just released these reports today. "Cases Where Companies Are Not Aligned With Investors Perspectives" va @JPX_official_EN #Topix https://www.jpx.co.jp/english/news/1020/20241121-01.html https://www.jpx.co.jp/english/news/1020/20241121-01.html" [X Link](https://x.com/marcgarrigasait/status/1859509724376379567) 2024-11-21T08:10Z 18.3K followers, [----] engagements "2 great investors are launching a very interesting mutual fund focused on Japanese small caps. #Imura a well-known private investor renowned for his high returns is now going professional and leads the launch of a fund set to debut this coming January [--] https://www.reuters.com/markets/asia/japans-comedian-turned-investor-launches-fund-with-ex-goldman-stock-geek-2024-12-25/ https://www.reuters.com/markets/asia/japans-comedian-turned-investor-launches-fund-with-ex-goldman-stock-geek-2024-12-25/" [X Link](https://x.com/marcgarrigasait/status/1871870341129412622) 2024-12-25T10:47Z 18.2K followers, [----] engagements "@InvestInJapan on our list of candidates for 2025" [X Link](https://x.com/marcgarrigasait/status/1876318801551405212) 2025-01-06T17:23Z 18.2K followers, [---] engagements "Japan stock market history: The stock trading floor began at the former Tokyo Stock Exchange the predecessor of the current Tokyo Stock Exchange on June [--] [----]. https://www.jpx.co.jp/english/corporate/about-jpx/history/01-02.html https://www.jpx.co.jp/english/corporate/about-jpx/history/01-02.html" [X Link](https://x.com/marcgarrigasait/status/1883458512799560046) 2025-01-26T10:14Z 18.2K followers, [---] engagements "The prices of stocks were displayed on the electronic signboard when the market information system began operating at the stock trading floor. (September 1974)" [X Link](https://x.com/marcgarrigasait/status/1883458521288806564) 2025-01-26T10:14Z 18.2K followers, [----] engagements "GEKITAKU: clappers which were beaten when transactions were executed. Group competitive call auction trading started in the middle of the era where stocks issued by Tokyo Stock Exchange were traded in December [----] and continued until December [----]. (In the 1980s)" [X Link](https://x.com/marcgarrigasait/status/1883458524308729973) 2025-01-26T10:14Z 18.2K followers, [--] engagements "Floor trading at the new stock trading floor (2): Introduction of a system to streamline operations at stock trading floor(November 1990). TSE computerized relevant operations at the stock trading floor such as placing and matching orders which had been done manually" [X Link](https://x.com/marcgarrigasait/status/1883458526905049134) 2025-01-26T10:14Z 18.2K followers, [---] engagements "The last opening session of the year on the stock trading floor is shown to the right. This is the last look at employees in kimono which was the established custom of Tokyo Stock Exchange. (January [--] 1999)" [X Link](https://x.com/marcgarrigasait/status/1883458529748738277) 2025-01-26T10:14Z 18.2K followers, [---] engagements "Thanks to the Mobile World Congress in Barcelona our team member @GabrielCoBi had an exclusive 20-minute one-on-one with the founder of Lumine Group this morning. A key meeting to understand the differences with its parent company #ConstellationSoftware. #MWC2025 $LMN.V $CSU.TO La importancia d tener el Mobile World Congress en Barcelona. Esta maana @GabrielCoBi d nuestro equipo ha estado [--] min. a solas con el fundador d Lumine Group. Reunin clave para entender las diferencias con su matriz #ConstellationSoftware. #MWC2025 $LMN.V $CSU.TO https://t.co/09x5lTSTIo La importancia d tener el" [X Link](https://x.com/marcgarrigasait/status/1896537132996677648) 2025-03-03T12:24Z 18.2K followers, [----] engagements "He explained to us how it was born within $CSU.TO a process that was not easy due to the considerable differences with Constellation Softwares philosophy. The #CarveOuts of large companies are key to growing in M&A. $LMN.V #MWC2015" [X Link](https://x.com/marcgarrigasait/status/1896537135160897748) 2025-03-03T12:24Z 18.2K followers, [---] engagements "Buybacks in Japan are skyrocketing with surging total value and more companies participating. Data as of Feb [--] [----]. Va @Nomura. #Topix #Nikkei" [X Link](https://x.com/marcgarrigasait/status/1896848102658871476) 2025-03-04T09:00Z 18.3K followers, 27.1K engagements "Rising wages alongside a normalized inflation rate have historically aligned with strong economic and stock market performance in Japan. A very interesting chart from @Nomura. #JapanDeepValueFund #Topix #JapanStocks" [X Link](https://x.com/marcgarrigasait/status/1897229349453172993) 2025-03-05T10:15Z 18.3K followers, [----] engagements "Druckenmiller:I grew up in America with a certain model of a president - George Washington Thomas Jefferson Ronald Reaganwere there was a certain dignity and behaviour in the office. I dont judge anyone who vote for Trump but for me its just a red line Druckonomics: Wall St veteran poised to shape the new US economic order https://t.co/eYsBPI47hL Druckonomics: Wall St veteran poised to shape the new US economic order https://t.co/eYsBPI47hL" [X Link](https://x.com/marcgarrigasait/status/1903382793394024472) 2025-03-22T09:46Z 18.3K followers, [----] engagements "Goods exports to the US as a percentage of GDP. From highest to lowest sensitivity to the imposition of #tariffs. These are direct calculations. As far as I know no one has the indirect data through 3rd countries within the supply chain. Source: #Nomura OECD and United Nations" [X Link](https://x.com/marcgarrigasait/status/1907425220308177120) 2025-04-02T13:29Z 18.3K followers, [----] engagements "@Convertbond Or perhaps the opposite The start of China-US talks eases the risk of an invasion of the island. A possible US-Taiwan trade deal and an Asian currency revaluation also possible #TradeWar #CurrencyWar #Taiwan" [X Link](https://x.com/marcgarrigasait/status/1918245466200002617) 2025-05-02T10:05Z 18.3K followers, [---] engagements "This is the Japanese stock book #WarrenBuffett credited with helping him identify five investing ideas in Tokyo in [----]. #Topix #Nikkei #JapanDeepValueFund" [X Link](https://x.com/marcgarrigasait/status/1919743742027702524) 2025-05-06T13:19Z 18.2K followers, [----] engagements "Buffett's comments on hedging his investments in Japanese yen. "It's the first time weve done that". #CurrencyHedging. Berkshire Annual Meeting Transcript" [X Link](https://x.com/marcgarrigasait/status/1919746592103367079) 2025-05-06T13:30Z 18.2K followers, [---] engagements "Grfico de la American Power & Light Company en el crash de [----]. Era una holding company creada en [----] como parte del conglomerado Electric Bond and Share Company controlado por General Electric. Compraba elctricas regionales. 1926-1929: American Power and Light Unadjusted for the 10% dividends. https://t.co/6KESnmZAcz 1926-1929: American Power and Light Unadjusted for the 10% dividends. https://t.co/6KESnmZAcz" [X Link](https://x.com/marcgarrigasait/status/1938666056580530449) 2025-06-27T18:29Z 18.2K followers, [----] engagements "#DarkPools #HFT" [X Link](https://x.com/marcgarrigasait/status/1943228974227759589) 2025-07-10T08:41Z 18.2K followers, [---] engagements "2025 Outlook for Latin America's Economy by @FocusEconomics Best and worst countries. Real GDP biggest growth: #Argentina Paraguay Peru. Worst: Venezuela Mexico Bolivia and Ecuador. #latam" [X Link](https://x.com/marcgarrigasait/status/1944360988616089718) 2025-07-13T11:39Z 18.2K followers, [----] engagements "An outstanding document on investor communications from Investor Relations departments prepared by the Tokyo Stock Exchange. It offers practical recommendations and above all showcases exemplary improvements implemented by numerous Japanese companies. https://www.jpx.co.jp/english/news/1020/20250722-01.html https://www.jpx.co.jp/english/news/1020/20250722-01.html" [X Link](https://x.com/marcgarrigasait/status/1947562755428381057) 2025-07-22T07:41Z 18.2K followers, [----] engagements "Starting July [--] [----] Tokyo Stock Exchange (TSE) requires all listed companies to develop a system for information disclosure (IR system) to provide necessary information for building relationships with shareholders and investors. #BusinessCase #Ajinomoto" [X Link](https://x.com/marcgarrigasait/status/1947562757349396675) 2025-07-22T07:41Z 18.2K followers, [---] engagements "@albertocavallo So you didnt explain which year youre referring to regarding supermarket inflation data in these five countries. Is it about [----] or about [--] years ago" [X Link](https://x.com/marcgarrigasait/status/1958222797811179929) 2025-08-20T17:41Z 18.2K followers, [--] engagements "Panasonic's head of technology has dismissed the prospect of solid-state batteries for electric cars winning market share from increasingly efficient lithium-ion batteries. Solid-state ones would only ever be a "niche" product better suite for #drones+power drills than cars @FT" [X Link](https://x.com/marcgarrigasait/status/1958424069855969788) 2025-08-21T07:00Z 18.2K followers, [----] engagements "Tesla uses Panasonic lithium-ion batteries but has a joint venture with #Toyota since [----] to develop and manufacture solid-state #batteries. Toyota has pledged to deliver solid-state batteries as early as [----] to compete with chinese competitors. #EV" [X Link](https://x.com/marcgarrigasait/status/1958424072960004434) 2025-08-21T07:00Z 18.2K followers, [---] engagements "The chinese currency is appreciating against the dollar in a continued move following the Trump tariff crisis in April. During the crisis the renminbi weakened a situation that is now reversing. https://www.barchart.com/forex/quotes/%5EUSDcnh/interactive-chart https://www.barchart.com/forex/quotes/%5EUSDcnh/interactive-chart" [X Link](https://x.com/marcgarrigasait/status/1961028146355909047) 2025-08-28T11:28Z 18.2K followers, [---] engagements "European #bond market today + [--] month range. Broad-based rise in bond yields. France pays a similar 10-year bond yield than Slovakia+Lithuania.& Italy. Investors demands to pay more than Spain+Belgium+Slovenia+Latvia or Ireland. The worst part is that they feel no shame about it" [X Link](https://x.com/marcgarrigasait/status/1962860827326722123) 2025-09-02T12:51Z 18.2K followers, [----] engagements "Japan's Prime Minister Shigeru Ishiba resigns today. Will it be the first time in history that Japan will have a woman as prime minister https://www.bbc.com/news/articles/c98edpz2yn9o https://www.bbc.com/news/articles/c98edpz2yn9o" [X Link](https://x.com/marcgarrigasait/status/1964653799009923578) 2025-09-07T11:35Z 18.2K followers, [----] engagements ""Capital Wars y el auge d la liquidez global (parte II)." 1) las inversiones se financian con liquidez y no solo a partir del ahorro. 2) Sistema financiero global ha evolucionado d un modelo d banca tradicional con oficinas a uno d financiacin mayorista https://investorsconundrum.com/2025/09/07/capital-wars-y-el-auge-de-la-liquidez-global-parte-ii/ https://investorsconundrum.com/2025/09/07/capital-wars-y-el-auge-de-la-liquidez-global-parte-ii/" [X Link](https://x.com/marcgarrigasait/status/1965099837554393522) 2025-09-08T17:08Z 18.2K followers, [----] engagements "@robin_j_brooks Seriously Your takeaway is that the current Argentine governments policies are just the same as in the pastand youre fine with that" [X Link](https://x.com/marcgarrigasait/status/1965101513241755712) 2025-09-08T17:14Z 18.2K followers, [---] engagements "@Nomura Since jan-2024 corporate #buybacks have continued to be the main source of share purchases in Japan. Local funds & foreign investors have not yet contributed to net purchases. In fact foreign investors remain underinvested in JP. Todays outflows are tomorrows demand. #flows" [X Link](https://x.com/marcgarrigasait/status/1970528295277170754) 2025-09-23T16:38Z 18.2K followers, [---] engagements "Segun datos oficiales el deficit comercial de USA con China esta disminuyendo en [----]. En realidad lo que ocurre es hay muchos bienes chinos que ahora se exportan a travs de terceros pases. Vietnam es quizs el mayor ejemplo The US trade deficit with Vietnam (rhs) has within a few months in [----] surpassed our deficit with Mexico (lhs). This is the closest to a "smoking gun" there is for signs of transshipment of Chinese goods to the US. The US didn't suddenly in [----] decide it loves Vietnamese goods. https://t.co/5Jb3KcWcci The US trade deficit with Vietnam (rhs) has within a few months in" [X Link](https://x.com/marcgarrigasait/status/1978073192947195946) 2025-10-14T12:19Z 18.2K followers, 16.3K engagements "Interesante RT @IronMG: Change in #debt percapita 2002-2012 by country #spain #germany #USA #portugal #Greece http://t.co/Tdzgl561 http://twitpic.com/b6hjag http://twitpic.com/b6hjag" [X Link](https://x.com/marcgarrigasait/status/260446536725573634) 2012-10-22T18:24Z 18.3K followers, [--] engagements "RT @JLyonsFundMgmt Credit Suisse $CS hits all-time low" [X Link](https://x.com/marcgarrigasait/status/744781883276333057) 2016-06-20T06:40Z 18.3K followers, [--] engagements "RT @zerohedge TARGET2: crowdsourcing 357bn for Italy would allow it to exit Eurozone - Draghi" [X Link](https://x.com/marcgarrigasait/status/823135701667631104) 2017-01-22T11:50Z 18.2K followers, [--] engagements "converging RT @abnormalreturns $TSLA $GM $TAN $JETS https://abnormalreturns.com/2017/03/04/saturday-links-filter-bubbles/ https://abnormalreturns.com/2017/03/04/saturday-links-filter-bubbles/" [X Link](https://x.com/marcgarrigasait/status/838665486426652672) 2017-03-06T08:20Z 18.3K followers, [--] engagements "Interesting chart Europe & US GDP growth & wages RT @valentinaromei FT graphical insight: UK wages contraction" [X Link](https://x.com/marcgarrigasait/status/843533851792236545) 2017-03-19T18:45Z 18.3K followers, [--] engagements ""@charliebilello US Yield Curve at its flattest level of the expansion: [--] bps spread b/t 10-yr and 2-yr yields" [X Link](https://x.com/marcgarrigasait/status/927599024445804545) 2017-11-06T18:10Z 18.3K followers, [--] engagements "RT @TN stock market #valuation remains stratospheric except for free cash flow yield $SPX $SPY via $GS" [X Link](https://x.com/marcgarrigasait/status/984118941139300356) 2018-04-11T17:20Z 18.3K followers, [--] engagements "Continua las incertidumbres sobre las sanciones a la importante compaa de telecomunicaciones china ZTE Corp y cae otro 50% esta semana https://www.reuters.com/finance/stocks/chart/0763.HK https://www.reuters.com/finance/stocks/chart/0763.HK" [X Link](https://x.com/marcgarrigasait/status/1009697447793319937) 2018-06-21T07:20Z 18.2K followers, [--] engagements ""Como invertir en frica: Una visita muy provechosa" Resumen visita a #FairfaxAfrica en Toronto. Explicacin de Atlas Mara #Fairfax $FAH $FAH.U $FAH.TO $FFXXF $ATMA.L https://investorsconundrum.com/2019/06/17/como-invertir-en-africa-una-visita-muy-provechosa/ https://investorsconundrum.com/2019/06/17/como-invertir-en-africa-una-visita-muy-provechosa/" [X Link](https://x.com/marcgarrigasait/status/1141007530312773632) 2019-06-18T15:39Z 18.2K followers, [--] engagements "Kia Motors Corp (000270.KS) comunica a sus sindicatos que suspende operaciones en [--] de sus fabricas en Corea por la falta de demanda de exportacin hacia USA y Europa" [X Link](https://x.com/marcgarrigasait/status/1249598209166651392) 2020-04-13T07:20Z 18.2K followers, [--] engagements "Primark provisiona [---] millones por prdidas estimadas en sus inventarios de ropa. Integrada dentro del grupo Associated British Food representa la mitad de sus ventas y el 62% del beneficio operativo del grupo el ao pasado. $ABF.L" [X Link](https://x.com/marcgarrigasait/status/1255096668938285059) 2020-04-28T11:28Z 18.2K followers, [--] engagements "empresa tecnolgica de mucha calidad que ha tenido la mala suerte del coronavirus al tener el 100% de sus ingresos por turismo $AMS.MC $AMS Fuerte impacto incluso mayor del que esperaba en los resultados del primer semestre de Amadeus por la interrupcin de los viajes por el COVID-19 $AMS https://t.co/6YttnNuEmy https://t.co/eIatQv1qtG Fuerte impacto incluso mayor del que esperaba en los resultados del primer semestre de Amadeus por la interrupcin de los viajes por el COVID-19 $AMS https://t.co/6YttnNuEmy https://t.co/eIatQv1qtG" [X Link](https://x.com/marcgarrigasait/status/1289116590919880705) 2020-07-31T08:32Z 18.2K followers, [--] engagements "En una d sus decisiones mas complejas la #FDA norteamericana aprueba el 1er medicamento (de #Biogen y la nipona #Eisai) q desacelera o retrocede la enfermedad del Alzheimer. [--] aos atras se aprob uno para solo tratar los sintomas #Aducanumab $BIIB $4523.T" [X Link](https://x.com/marcgarrigasait/status/1402242951632273409) 2021-06-08T12:35Z 18.2K followers, [--] engagements "La inaccin del gobierno chino este fin de semana en relacin a la crisis de #ChinaEvergrande aumenta el gran nerviosismo en la bolsa de Hong Kong y contagio al resto de promotoras inmobiliarias chinas y sector financiero" [X Link](https://x.com/marcgarrigasait/status/1439846944420028418) 2021-09-20T07:00Z 18.2K followers, [--] engagements "Los bonos y acciones d Sunac ($1918.HK) o d Country Garden ($2007.HK) cayendo con fuerza China Vanke ($2202.HK) no aunque lo mas preocupante es la mayor aseguradora china Ping An ($2318.HK) o China Minsheng Banking ($1988.HK) cayendo 6% esta noche. Los grandes bancos un -4%" [X Link](https://x.com/marcgarrigasait/status/1439846946894753798) 2021-09-20T07:00Z 18.2K followers, [--] engagements "Riesgos dificiles de medir. La danesa Orsted veo que tiene un gran proyecto de eolica offshore en las costas de Taiwan justo delante de China. Que le pasaria en una invasion martima china $ORSTED.CO https://www.4coffshore.com/news/first-foundation-makes-a-splash-at-greater-changhua-1262a-nid24089.html https://www.4coffshore.com/news/first-foundation-makes-a-splash-at-greater-changhua-1262a-nid24089.html" [X Link](https://x.com/marcgarrigasait/status/1558130440279572486) 2022-08-12T16:37Z 18.2K followers, [--] engagements "Tras el default d #Evergrande la promotora china q tena la mayor deuda del planeta ($300.000 mill.) ahora viene Country Garden con unos pasivos $200.000 mill. q no pagado [--] cupones d sus bonos intl. y ya cotizan al 11-13% (d nominal d 100). Es la mayor en ventas pisos en China Tras su default hace un ao #Evergrande la promotora inmobiliaria china con mas deuda del planeta ($300.000 mill.) acuerda finalmente una prdida del 91% al 98% a los tenedores d bonos extranjeros. Prdida mayor ($227bn) q con Credit Suisse Tras su default hace un ao #Evergrande la promotora inmobiliaria china con mas" [X Link](https://x.com/marcgarrigasait/status/1689165099154419712) 2023-08-09T06:41Z 18.2K followers, 14.5K engagements "#CountryGarden era considerada la mejor inmobiliaria china y con la mejor imagen publica. $2007.HK $2007 https://twitter.com/Sino_Market/status/1688814991594647552s=20 https://finance.yahoo.com/quote/2007.HK/ https://twitter.com/Sino_Market/status/1688814991594647552s=20 https://finance.yahoo.com/quote/2007.HK/" [X Link](https://x.com/marcgarrigasait/status/1689166110698950656) 2023-08-09T06:45Z 18.2K followers, [----] engagements "@_VIFM_ @ValueInvestingS @The_Godas Y otro elemento transformador tambien empujado por el Presidente de la Bolsa #HiromiYamaji que entr en enero [----]. Las operaciones de private equity en el pas. Grfico que incluye solo hasta el verano de 2025" [X Link](https://x.com/anyuser/status/2013217996114706755) 2026-01-19T11:52Z 18.2K followers, [---] engagements "Sumitomo Mitsui Financial Group Inc.plans to double his Japanese government bond portfolio. Global markets head Arihiro Nagata stated I always loved foreign bond investment but not anymore. Now its JGBs. Bloomberg interview. #JapanBonds #JapanRates" [X Link](https://x.com/marcgarrigasait/status/2013902387132416153) 2026-01-21T09:12Z 18.2K followers, [----] engagements "Even though it seems to everyone like the dollar is dropping. in reality both the Dollar and the Euro are falling at the same time. This can be difficult to perceive because currencies are traded as cross-quotes. $EURUSD #USD #EUR $USD $AUD $GBP $CHF" [X Link](https://x.com/marcgarrigasait/status/2017153049475653958) 2026-01-30T08:28Z 18.2K followers, [----] engagements "amazing chart Walter $MCD #NiftyFifty" [X Link](https://x.com/marcgarrigasait/status/2019709248536715596) 2026-02-06T09:46Z 18.2K followers, [----] engagements "En #JapanDeepValue y #KoalaSicav llevamos [--] semanas reduciendo en las pocas compaas small cap de software que tenemos en cartera. La ventaja es que no habian sufrido apenas presin vendedora a diferencia del mercado USA. De hecho alguna incluso estaba en mximos. $4686" [X Link](https://x.com/anyuser/status/2020797811508334838) 2026-02-09T09:51Z 18.2K followers, [----] engagements "Japan Securities Summit in London [--] February [----]. Mr Kumagai (Daiwa Institute) about Japan nominal growth vs corporate profits and #Nikkei Index #ICMA #MansionHouse" [X Link](https://x.com/anyuser/status/2021598687579770955) 2026-02-11T14:54Z 18.2K followers, [----] engagements "All senior Japanese officials and regulators speaking in London yesterday are determined and focused on attracting capital to Japan: virtuos cicle in wich capital from around the world #flows into Japan. #Takaichi and Finance minister Ms Katayama Satsuki" [X Link](https://x.com/anyuser/status/2021878549309751665) 2026-02-12T09:26Z 18.2K followers, [---] engagements "ZTE Corp.1 d la ms mayores Cias telecomunicaciones chinas vuelve a cotizar tras [--] meses d sanciones USA y cae 40% https://mobile.reuters.com/finance/stocks/overview/0763.HK https://mobile.reuters.com/finance/stocks/overview/0763.HK" [X Link](https://x.com/marcgarrigasait/status/1006793816643391491) 2018-06-13T07:02Z 18.2K followers, [--] engagements "Compaa telecomunicaciones china ZTE una de las mayores del mundo continua suspendida en bolsa tras sanciones USA https://mobile.reuters.com/finance/stocks/overview/0763.HK https://mobile.reuters.com/finance/stocks/overview/0763.HK" [X Link](https://x.com/marcgarrigasait/status/999577980220399616) 2018-05-24T09:08Z 18.2K followers, [--] engagements "Cuarto y ultimo post sobre "Capital wars y el auge de la liquidez global". Conclusiones. Como el mundo economico y financiero ha cambiado completamente. Tambien la financiacin bancaria y como reaccionan los mercados financieros. https://investorsconundrum.com/2026/01/11/capital-wars-y-el-auge-de-la-liquidez-global-parte-iv-conclusiones/ https://investorsconundrum.com/2026/01/11/capital-wars-y-el-auge-de-la-liquidez-global-parte-iv-conclusiones/" [X Link](https://x.com/anyuser/status/2010420956578410969) 2026-01-11T18:38Z 18.2K followers, [----] engagements "Flows have never been as influential in financial markets as they are today. The ease of movement and the enormous liquidity allow a single-country index to rise more than 100% in less than a year simply because it contains many companies aligned with the theme of the moment. What is happening in the South Korean equity market Korean equity funds attracted a record +$5.2 billion in inflows last week. This follows +$3.5 billion the week before and +$1.7 billion [--] weeks prior. As a result the 4-week moving average of inflows jumped to a record https://t.co/Ss5F2HhafL What is happening in the" [X Link](https://x.com/anyuser/status/2023106032097218899) 2026-02-15T18:44Z 18.2K followers, [----] engagements "What is happening in the South Korean equity market Korean equity funds attracted a record +$5.2 billion in inflows last week. This follows +$3.5 billion the week before and +$1.7 billion [--] weeks prior. As a result the 4-week moving average of inflows jumped to a record +$3.1 billion [--] TIMES higher than every other peak seen since [----]. Furthermore the MSCI South Korea ETF $EWY attracted +$281 million in inflows on Wednesday the largest daily intake in its 25-year history. As a result the Kospi index is up +30% year-to-date making it the best-performing major equity index in the world. Since" [X Link](https://x.com/anyuser/status/2022337468977025286) 2026-02-13T15:50Z 1.4M followers, 246.8K engagements "The AI threat is now so credible that firms like FactSet Research (a Bloomberg competitor) are being severely punished by the market. Investors fear about new competing financial products at significantly lower cost. (blue is pricered is valuation. In bars free cash flow) $FDS" [X Link](https://x.com/anyuser/status/2023101251034964002) 2026-02-15T18:25Z 18.2K followers, [---] engagements "https://x.com/efemarq/status/2020559415061963176s=20 DOCUMENT HISTRIC Encara en estat de xoc m's un plaer presentar aqu un document nic i extraordinari mai vist fins ara: Antoni Gaud. en un film 🎥 Gaud en moviment Imatges d'una pellcula domstica de [----] cedides amablement per la Famlia Costa-Artigas. Fil 👇 https://t.co/HeNpV6MrnF https://x.com/efemarq/status/2020559415061963176s=20 DOCUMENT HISTRIC Encara en estat de xoc m's un plaer presentar aqu un document nic i extraordinari mai vist fins ara: Antoni Gaud. en un film 🎥 Gaud en moviment Imatges d'una pellcula domstica de [----] cedides" [X Link](https://x.com/anyuser/status/2022962335233499366) 2026-02-15T09:13Z 18.2K followers, [---] engagements "DOCUMENT HISTRIC Encara en estat de xoc m's un plaer presentar aqu un document nic i extraordinari mai vist fins ara: Antoni Gaud. en un film 🎥 Gaud en moviment Imatges d'una pellcula domstica de [----] cedides amablement per la Famlia Costa-Artigas. Fil 👇" [X Link](https://x.com/anyuser/status/2020559415061963176) 2026-02-08T18:04Z 42.5K followers, 111.8K engagements "Netherlands 36% unrealized gain tax" [X Link](https://x.com/anyuser/status/2022467595702792228) 2026-02-14T00:27Z 46K followers, 1.9M engagements "On Venetian commercial decline: From the 15th to the 16th c. the Venetian nobility traditionally entrepreneurs began favouring investments into the newly acquired mainland empire turning into rentiers. Gradually conspicuous spending rose -- banquets villas art" [X Link](https://x.com/anyuser/status/2022497744175415736) 2026-02-14T02:26Z [----] followers, 36.2K engagements "RT @GearoidReidy: - The Economist in [----] - The Economist in 2026" [X Link](https://x.com/anyuser/status/2022351591387566345) 2026-02-13T16:46Z 18.2K followers, [---] engagements "- The Economist in [----] - The Economist in [----] Japans prime minister has earned a once-in-a-generation chance to remake her country. Will she seize it https://t.co/glBEoxbabp https://t.co/nSH8w5cC0F Japans prime minister has earned a once-in-a-generation chance to remake her country. Will she seize it https://t.co/glBEoxbabp https://t.co/nSH8w5cC0F" [X Link](https://x.com/anyuser/status/2022159079985361284) 2026-02-13T04:01Z 25.7K followers, 132.9K engagements "Japans prime minister has earned a once-in-a-generation chance to remake her country. Will she seize it http://econ.st/4rNt0eL http://econ.st/4rNt0eL" [X Link](https://x.com/anyuser/status/2022113574420672682) 2026-02-13T01:00Z 25.9M followers, 780.8K engagements "Rotacin de flujos de inversores en Japn de las compaas de software a las acciones de compaias agrcolas+Agua. #Kubota +18% esta madrugada #SakataSeed +26% Hokuryo (huevos) +25% #EbaraJitsugyo +611% #KuritaWater +39%. $6328 $6326 $6370 $1384 #ActivosReales" [X Link](https://x.com/anyuser/status/2021852246686789822) 2026-02-12T07:41Z [----] followers, [----] engagements "Japan Securities Summit in London [--] February [----]. Mr Kumagai (Daiwa Institute) about Japan nominal growth vs corporate profits and #Nikkei Index #ICMA #MansionHouse" [X Link](https://x.com/anyuser/status/2021598687579770955) 2026-02-11T14:54Z 18.2K followers, [----] engagements "Japanese households & instit. investors sit on a massive pool of cash & liquidity. Currently nearly half of all household savings are held in bank accounts (0% interest) while trillions in local & intl bonds. Only 15% is allocated [--] equities - the lowest ratio among adv. econ" [X Link](https://x.com/anyuser/status/2021881232473125360) 2026-02-12T09:37Z 18.2K followers, [---] engagements "All senior Japanese officials and regulators speaking in London yesterday are determined and focused on attracting capital to Japan: virtuos cicle in wich capital from around the world #flows into Japan. #Takaichi and Finance minister Ms Katayama Satsuki" [X Link](https://x.com/anyuser/status/2021878549309751665) 2026-02-12T09:26Z 18.2K followers, [---] engagements "RT @PandaAgricultur: https://x.com/MikeZaccardi/status/2019366358887125447s=20 https://x.com/MikeZaccardi/status/2019366358887125447s=20" [X Link](https://x.com/anyuser/status/2021594435104952530) 2026-02-11T14:37Z 18.2K followers, [--] engagements "https://x.com/MikeZaccardi/status/2019366358887125447s=20 BofA: Consumer Staples [--] week avg net flows as a % of mkt. cap at an all-time high $XLP https://t.co/CnrGm8SLPN https://x.com/MikeZaccardi/status/2019366358887125447s=20 BofA: Consumer Staples [--] week avg net flows as a % of mkt. cap at an all-time high $XLP https://t.co/CnrGm8SLPN" [X Link](https://x.com/anyuser/status/2021500168013758875) 2026-02-11T08:22Z [----] followers, [---] engagements "BofA: Consumer Staples [--] week avg net flows as a % of mkt. cap at an all-time high $XLP" [X Link](https://x.com/anyuser/status/2019366358887125447) 2026-02-05T11:03Z 69.3K followers, [----] engagements "French President Emmanuel Macron met this week with a group of seven newspapers for a joint interview. He was asked about the Spanish blackout (and the role of the cross-border electricity connections between the Iberian peninsula and France). He didn't mince his words:" [X Link](https://x.com/anyuser/status/2021540206181019968) 2026-02-11T11:01Z 337.8K followers, 294.9K engagements "Nuevos mximos historicos en #PandaAgricultureFund. A diferencia d muchos sectores empresariales con riesgo x la #IA la comida+agroalimentario no parece que le impacte. De hecho su uso ayudar a mejorar la productividad en granjas+cultivos+produccin #AI https://www.finect.com/fondos-inversion/ES0114633003-Panda_agriculture__water_fund_fi https://www.finect.com/fondos-inversion/ES0114633003-Panda_agriculture__water_fund_fi" [X Link](https://x.com/anyuser/status/2021487995954860321) 2026-02-11T07:34Z [----] followers, [---] engagements "La gente joven japonesa quiere cambiar el largo ciclo deflacionario y pesimista nipn de tres decenios. Astonishing chart showing support for Takaichi by age. Traditional narrative is that surfeit of old people in Japan is keeping conservatives in power but as with Trump in [----] young people were main driver behind Takaichi's landslide victory. https://t.co/DAEmlLtCal Astonishing chart showing support for Takaichi by age. Traditional narrative is that surfeit of old people in Japan is keeping conservatives in power but as with Trump in [----] young people were main driver behind Takaichi's" [X Link](https://x.com/anyuser/status/2021123470780731609) 2026-02-10T07:26Z 18.2K followers, [----] engagements "Astonishing chart showing support for Takaichi by age. Traditional narrative is that surfeit of old people in Japan is keeping conservatives in power but as with Trump in [----] young people were main driver behind Takaichi's landslide victory" [X Link](https://x.com/anyuser/status/2020857150717718852) 2026-02-09T13:47Z 27.4K followers, 497.3K engagements "https://x.com/Civixplorer/status/2020349619423859075s=20 🚘 The founders of the popular Japanese automotive brands. Japan is recognized as the country with the longest-lived companies in the world. https://t.co/PZnemQk7Tf https://x.com/Civixplorer/status/2020349619423859075s=20 🚘 The founders of the popular Japanese automotive brands. Japan is recognized as the country with the longest-lived companies in the world. https://t.co/PZnemQk7Tf" [X Link](https://x.com/anyuser/status/2020916354325332174) 2026-02-09T17:43Z 18.2K followers, [----] engagements "🚘 The founders of the popular Japanese automotive brands. Japan is recognized as the country with the longest-lived companies in the world" [X Link](https://x.com/anyuser/status/2020349619423859075) 2026-02-08T04:11Z 85K followers, 225.2K engagements "En #JapanDeepValue y #KoalaSicav llevamos [--] semanas reduciendo en las pocas compaas small cap de software que tenemos en cartera. La ventaja es que no habian sufrido apenas presin vendedora a diferencia del mercado USA. De hecho alguna incluso estaba en mximos. $4686" [X Link](https://x.com/anyuser/status/2020797811508334838) 2026-02-09T09:51Z 18.2K followers, [----] engagements "Ya vendimos completamente una compaa de software para el sector financiero en diciembre tras reunirnos con el CEO y propietario. Tambien hemos vendido completamente una compaia de software y hardware para el sector educativo. Y reducimos en otras. $7833 $4686" [X Link](https://x.com/anyuser/status/2020797813907505578) 2026-02-09T09:51Z 18.2K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@marcgarrigasait Marc Garrigasait
Marc Garrigasait posts on X about japan, china, stocks, tokyo the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-----] +209%
- [--] Month [------] +37,345%
- [--] Months [------] +64%
- [--] Year [------] -4.80%
Mentions: [--] #
Followers: [------] #
- [--] Week [------] -0.01%
- [--] Month [------] +0.07%
- [--] Months [------] +0.04%
- [--] Year [------] -0.10%
CreatorRank: [---------] #
Social Influence
Social category influence countries finance stocks travel destinations currencies technology brands cryptocurrencies automotive brands exchanges social networks
Social topic influence japan, china, stocks, tokyo, $8604t, flows, alltime, bloomberg, market, in the
Top assets mentioned Factset Research Systems, Inc. (FDS) McDonald's Corp (MCD) Berkshire Hathaway Inc Class B (BRK.B) Berkshire Hathaway Inc. (BRK.A) April (APRIL)
Top Social Posts
Top posts by engagements in the last [--] hours
"The AI threat is now so credible that firms like FactSet Research (a Bloomberg competitor) are being severely punished by the market. Investors fear about new competing financial products at significantly lower cost. (blue is pricered is valuation. In bars free cash flow) $FDS"
X Link 2026-02-15T18:25Z 18.2K followers, [---] engagements
"Flows have never been as influential in financial markets as they are today. The ease of movement and the enormous liquidity allow a single-country index to rise more than 100% in less than a year simply because it contains many companies aligned with the theme of the moment. What is happening in the South Korean equity market Korean equity funds attracted a record +$5.2 billion in inflows last week. This follows +$3.5 billion the week before and +$1.7 billion [--] weeks prior. As a result the 4-week moving average of inflows jumped to a record https://t.co/Ss5F2HhafL What is happening in the"
X Link 2026-02-15T18:44Z 18.2K followers, [----] engagements
"@SattvikCapital a priori parece mejor que Toshiba Machines"
X Link 2018-06-03T14:25Z 18.2K followers, [--] engagements
"Pases con mayor crecimiento economico en los ltimos [--] aos (hasta 2020). China primera #Polonia segunda seguida por India Indonesia Arabia Saud Corea Australia y Taiwan #GDP #PIB #PNB Poland ranks #2 in terms of total GDP change in a [--] year period (1990-2020) right behind China and just ahead of India. https://t.co/FGC7AuwTtt Poland ranks #2 in terms of total GDP change in a [--] year period (1990-2020) right behind China and just ahead of India. https://t.co/FGC7AuwTtt"
X Link 2023-08-23T08:32Z 18.2K followers, 10.9K engagements
"It's not obvious but history shows us that there is no correlation between a country's economic growth and the profitability of that country's stocks. Relative performance between the #Nikkei index and the Asia Pacific ex-Japan stock index (2013-dec-2023)"
X Link 2023-12-25T16:53Z 18.2K followers, [----] engagements
"another example. relative stock market performance between the country with the slowest growth Japan and the stock market of one of the countries with the highest economic growth China. #Nikkei stock Index versus Hang Seng China Enterprises Index $HSCEI"
X Link 2023-12-25T17:00Z 18.2K followers, [----] engagements
"Russian total military expenditure reached $462bn in [----] exceeding the total for Europe $457 billion. In [----] global defence spending reached $2.46 trillion ($2.24trn in 2023)+74% in real-terms outpacing increases of 6.5% in [----] and 3.5% in [----]. https://www.iiss.org/online-analysis/military-balance/2025/02/global-defence-spending-soars-to-new-high/ https://www.iiss.org/online-analysis/military-balance/2025/02/global-defence-spending-soars-to-new-high/"
X Link 2025-02-16T18:26Z 18.2K followers, [----] engagements
"An example of transformational change in Japanese stocks. Just today [--] activist operations have been reported where domestic & foreign investors have bought shares & are proposing changes to the management. Source #Nomura. #Shisheido $2501 $4911 $4626 http://2875.JP http://2875.JP"
X Link 2025-02-19T11:59Z 18.2K followers, [----] engagements
"Small caps tend to react positively to #buybacks both in short and long term. More than mid-cap and large japanese listed companies. Most likely because ownership in small caps is more concentrated. Interesting paper by @Nomura. #JapanDeepValueFund #Topix"
X Link 2025-09-23T13:32Z 18.2K followers, [----] engagements
"@Nomura "Japan emerge as Shareholder #activism leader driven by The Tokyo Stock Exchange's [----] Corporate Governance overhaul which pushed for improved #CapitalAllocation transparency & accountability from companies with low market valuations." Bloomberg Intell. #JapanDeepValueFund"
X Link 2025-09-23T16:26Z 18.2K followers, [----] engagements
"https://www.occrp.org/en/news/sanctioned-iranian-banker-owns-multi-million-pound-london-mansion https://www.occrp.org/en/news/sanctioned-iranian-banker-owns-multi-million-pound-london-mansion"
X Link 2026-01-18T11:09Z 18.2K followers, [---] engagements
"@TeatroAlonso comparto q a mayor alza tipos largos mas presin bajista en Yen: THE NEW REGIME The yen now correlates + [----] with Japan's yield curve slope. When long yields rise faster than short yields the yen weakens. This is not interest rate pricing This is fiscal doom pricing"
X Link 2026-01-25T16:09Z 18.2K followers, [--] engagements
"In US is 24% ($476bn) RT @csapac: #China sees sharp rise in balance of #Margin financing to RMB1.90 tn in May 3.5% of the total mkt cap"
X Link 2015-05-10T18:10Z 18.2K followers, [--] engagements
"RT @fbx258 #USA #RUSSIA Stockpiles of #URANIUM $URA $U https://x.com/fbx258/status/1000698761633398784/photo/1 https://x.com/fbx258/status/1000698761633398784/photo/1"
X Link 2018-05-31T17:10Z 18.3K followers, [--] engagements
"RT @charliebilello Largest companies in the S&P [---] by Market Cap Net Income Revenue and # of Employees"
X Link 2018-06-08T11:30Z 18.3K followers, [--] engagements
""@Schuldensuehner #Germany Target2 claims of the Bundesbank on the rest of the Eurosystem on course to [--] TRILLION. Gained 54bn in May reached lifetime high of 956.2bn while Italy's Target2 liabilities hit an all-time high at 465bn (depositor run)"
X Link 2018-06-11T07:35Z 18.2K followers, [--] engagements
"RT @GNietoNieto Global yield curve inverts for the first time since [----]. Va FT"
X Link 2018-06-22T07:50Z 18.3K followers, [--] engagements
""Every U.S. recession in the past [--] years was preceded by a negative term spread that is an inverted yield curve" FED S.Francisco RT @movement_cap recession probability model based on the term spread as of feb2018 https://www.frbsf.org/economic-research/publications/economic-letter/2018/march/economic-forecasts-with-yield-curve/ https://www.frbsf.org/economic-research/publications/economic-letter/2018/march/economic-forecasts-with-yield-curve/"
X Link 2018-07-20T07:32Z 18.3K followers, [--] engagements
"Lista de directivos vendiendo mas del 10% de sus acciones en su empresa en agosto. Interesante RT @AndysCycles $MSFT $AAPL $ALGN $PFE $WFC $ANDV $V $RHI $TXN $FB $O $DAL $CME $NOC $CTSH $IBM $C $AIV $NTRS $KEY $AXP $HCA $SO $KMB $HES $USB"
X Link 2018-08-20T15:40Z 18.3K followers, [---] engagements
"RT @RonStoeferle Fantastic chart: Does the flattening yield curve suggest that market volatility (VIX) should climb over the next couple of years ht @AndreasSteno"
X Link 2018-09-30T18:15Z 18.3K followers, [--] engagements
"Today in Business history (Dec 19). Cornelius #Vanderbilt. Understanding financial markets in [-----] #dividends. Also "The struggling Chrysler Corporation" in [----] va #DanelCapital"
X Link 2018-12-19T15:56Z 18.3K followers, [--] engagements
"Cut in interest rates by the FED it's not because Donald Trump but #CurrencyWar Fed: easing ECB: easing BOE: easing BOJ: easing Denmark: easing Australia: easing Brazil: easing Russia: easing India: easing China: easing Hong Kong: easing Korea: easing Indonesia: easing SouthAfrica: easing Turkey: easing Mexico: easing Philippines: easing Thailand: easing https://t.co/fmZdS0AFZk Fed: easing ECB: easing BOE: easing BOJ: easing Denmark: easing Australia: easing Brazil: easing Russia: easing India: easing China: easing Hong Kong: easing Korea: easing Indonesia: easing SouthAfrica: easing Turkey:"
X Link 2019-09-19T07:20Z 18.3K followers, [--] engagements
"Comercio electronico en China. Algunos graficos de tendencias muy relevantes. Pinduoduo supera do a y amenazando a Alibaba-Taobao que ya est respondiendo muy agresivamente #ecommerce http://JD.com http://JD.com"
X Link 2020-01-25T10:05Z 18.3K followers, [--] engagements
"27 Cias USA han conseguido emitir bonos en marzo. Gran mayoria con ratings buenos (#InvestmentGrade). Importes cupones pagados y spread (diferencial) s/bonos Estado. Algunos estan al borde de bajar de categoria a #HighYield o #JunkBond: McDonald's Lowe's o Sysco $MCD $SYY $LOW"
X Link 2020-04-05T07:52Z 18.3K followers, [--] engagements
"Datos de como van las ventas del grupo Coca Cola estos meses $KO"
X Link 2020-04-22T07:29Z 18.3K followers, [--] engagements
""Around in the day or two leading up to March 23rd (2020). when money almost stops.We had it of course in [----] and 09" #WarrenBuffett about mar-20 financial markets crisis #Berkshire $BRKB $BRKA"
X Link 2020-05-26T17:10Z 18.2K followers, [--] engagements
"Berkshire's biggest competitive advantage in his energy business according #WarrenBuffett may-20 #dividends $BRKA $BRKB"
X Link 2020-05-28T17:10Z 18.2K followers, [--] engagements
"Esta empresa del vertido en el rtico ruso es propiedad de Potanin y Oleg Deripaska. Tambien era accionista Abramovich. Deripaska es famoso por este video con Putin. #NorilskNickel #Nornickel https://investorsconundrum.com/2009/11/22/el-zar-vladmir-putin-humilla-en-publico-a-uno-de-los-hombres-mas-ricos-del-mundo/ [-----] tonnes of oil spilled into a large freshwater lake in Russia in one of the Arctic's worst environmental disasters ever. https://t.co/yTcLlmUcOK https://investorsconundrum.com/2009/11/22/el-zar-vladmir-putin-humilla-en-publico-a-uno-de-los-hombres-mas-ricos-del-mundo/ 21000"
X Link 2020-06-11T09:38Z 18.2K followers, [--] engagements
"Aqu la historia de la empresa rusa $MNOD.L $MNOD https://en.wikipedia.org/wiki/Nornickel https://en.wikipedia.org/wiki/Nornickel"
X Link 2020-06-11T09:51Z 18.2K followers, [--] engagements
"YouTube CEO Susan Wojcicki. How I work $GOOGL https://www.youtube.com/watchv=7Tw6531OkIU https://www.youtube.com/watchv=7Tw6531OkIU"
X Link 2020-08-13T16:15Z 18.3K followers, [--] engagements
""Dark Pools and High Frequency Trading: A Brief Note." Interesting about significant change in the trading of financial securities: market structure and trading strategies. We have a serious problem. Va @IEF_org #HFT #DarkPools https://www.iefweb.org/es/publicacion_odf/dark-pools-and-high-frequency-trading-a-brief-note/ https://www.iefweb.org/es/publicacion_odf/dark-pools-and-high-frequency-trading-a-brief-note/"
X Link 2020-09-07T15:45Z 18.3K followers, [--] engagements
"If the Chinese regulator finally approves that Tencent acquires the other two leaders in the video game industry in China and dominate the entire industry then there would only be one explanation. Tencent is the Chinese state $DOYU $HUYA $TCEHY $PRX.AS https://www.reuters.com/article/china-tech-antitrust-tencent-idUSL1N2LK179 https://www.reuters.com/article/china-tech-antitrust-tencent-idUSL1N2LK179"
X Link 2021-03-23T08:15Z 18.2K followers, [--] engagements
"Evergrande empire chart"
X Link 2021-09-23T14:56Z 18.2K followers, [--] engagements
"Finalmente Evergrande es declarada en "Default". Tambien Kaisa Group. Fitch la ha determinado tras conferencia banquero central chino q ha declarado hoy q no habr rescate pblico y q se respetar la prelacion d acreedores. Bonos descuentan perdida 75%. chart via @Schuldensuehner"
X Link 2021-12-09T15:52Z 18.2K followers, [--] engagements
"En cambio la telefonica norteamericana #ATT como buena tecnolgica vivi una burbuja y un desplome en el #Crash1929 $T"
X Link 2023-07-09T10:50Z 17.8K followers, [--] engagements
"@jjdelvallerod si son primos hermanos. Erdogan Kirchner Fernandez"
X Link 2023-07-26T15:51Z 17.6K followers, [--] engagements
"El #NuevoCapitalismo y la poltica d siempre. La inversin d [------] mill. d chips en Alemania ser subvencionada en un 65% d su importe (50% x gobierno y resto x Europa) aunque el 70% propiedad sera d $TSM . El ministro d economa aleman es del partido liberal $IFX $NXPI"
X Link 2023-08-09T06:56Z 17.6K followers, [----] engagements
"La cadena retail de venta deportiva Foot Locker sorprendi ayer en su presentacin de malos resultados explicando las razones. Adems del descenso en el consumo (1a razn) cit los problemas de robos en sus establecimientos"
X Link 2023-08-24T07:10Z 17.6K followers, [----] engagements
"#Powell acaba d dar [--] clase academica y prctica sobre la situacin actual de la #Inflacion en Estados Unidos y las variables claves para la FED. Ha aportado datos d las incertidumbres que aun tiene la FED para no bajar los tipos de inters desglosando los indicadores uno a uno"
X Link 2023-08-25T15:54Z 17.8K followers, [----] engagements
"Como siempre ha citado el dato de inflacion PCE y especificamente el PCE core (sin incluir alimentos y energia). Lo didactico es como ha separado los [--] componentes que lo forman: Hogar servicios y bienes #JacksonHole #FED #Inflacion"
X Link 2023-08-25T15:54Z 17.8K followers, [--] engagements
"What happens when a Japanese company with a marketCap of [--] billion JPY +net cash position of [--] bn +6 bn in holdings & trading at a P/E ratio of [--] to [--] times decides to start improving communication with intl investors shareholder returns and the liquidity of its stock $3431"
X Link 2023-09-19T08:07Z 17.6K followers, [----] engagements
"Traditional & family-owned nippon stocks are boring until [--] day they are not. Takeover (MBO) of Rock Paint a paint co. in August. After several decades of being a forgotten market the ground is shifting below our feet in the japanese stock market #JapanDeepValueFund $4621"
X Link 2023-09-19T14:22Z 17.6K followers, [----] engagements
""Stock chart of Sony Corp. Another example to illustrate the end of the long bear japan's stock market cycle in [----] . Sony has been trading in Wall Street since [----] the 1st Japanese company to do so. Disclaimer: We are not shareholders in our #JapanDeepvalueFund $6758 $SONY"
X Link 2023-09-26T10:10Z 17.6K followers, [--] engagements
"OpenAI was founded in [----] as a nonprofit research organization by Altman Elon Musk Peter Thiel and LinkedIn cofounder Reid Hoffman among other tech leaders."to benefit humanity as a whole unconstrained by a need to generate financial return""
X Link 2023-09-27T07:25Z 17.8K followers, [--] engagements
"In the #JapanDeepValueFund portfolio since its inception in August [----]. TOP15. Operating in such a complex sector as auto parts the company has been very resilient in these years of COVID. $7292.JP #MichaelBurry"
X Link 2023-10-03T08:18Z 17.6K followers, [----] engagements
"Top Japan Fund Bets English Disclosure to Lift Small-Cap Shares. #JapanDeepValueFund outperforms most of its peers this year @Bloomberg"
X Link 2023-10-18T12:59Z 17.8K followers, [----] engagements
"Japan promoting long-term family savings through investments in japanese stocks (from January [--] 2024). Annual limit tax-free savings invested in japanese stocks now [------] EUR. With a lifetime limit of [-----] or even [------] when combining [--] programs #NISA #JapanSavings"
X Link 2023-11-02T07:52Z 17.6K followers, [----] engagements
"And simplifying its shareholding structure. [--] #SogoShosha have been exiting the capital and now the Kato family is the sole controller. Utilizing its substantial cash reserves (61% of its market Cap) to buyback shares at a Free Cash Flow yield of 25%. New All-Time Highs $9869.JP"
X Link 2023-11-15T08:12Z 17.6K followers, [---] engagements
"The sellers in this offer are Mitsui & Co ($8031) & Mitsubishi Corp. ($8058). They are reducing their cross-shareholdings (huge portfolio). The companies where #Buffett holds significant investments are actively simplifying their portfolios"
X Link 2023-11-15T08:12Z 17.6K followers, [---] engagements
"@ValueInvestingS El gobierno de Japn continuamente implementando medidas que penalizan un poco su recaudacin fiscal pero que empujan mucho la inversion empresarial y el ahorro familiar en bolsa"
X Link 2023-12-07T17:18Z 17.6K followers, [--] engagements
"Ohtani el fenmeno que aspira a cobrar [---] millones el mayor contrato de siempre: "No ha habido nadie como l en toda la historia""
X Link 2023-12-08T09:26Z 17.6K followers, [---] engagements
"La sensacin japonesa d la liga de beisbol norteamericana Shohei Ohtani [--] veces MVP de la liga firma un contrato d $700 mill. x [--] aos con los Dodgers d Los Angeles el mayor contrato de la historia del deporte. Ohtani es lanzador y bateador algo nico"
X Link 2023-12-10T09:40Z 17.6K followers, [---] engagements
"Los nuevos dirigentes en #Argentina haciendo docencia econmica ante la situacin catastrfica heredada. En su toma posesin Milei desgran los numeros del Estado y del Banco central. Vale la pena escuchar las [--] medidas iniciales de su ministro economa"
X Link 2023-12-13T08:49Z 17.7K followers, [----] engagements
"La Guayana en mucho mejor situacin econmica que Venezuela que en [----] tena menos pobreza que Colombia. Argentina Bolivia y Ecuador en la cola. Chile y uruguay un oasis aunque Chile presenta cada vez ms riesgos de contagio de las malas practicas de sus vecinos.#NorteSur"
X Link 2023-12-17T14:18Z 17.7K followers, [---] engagements
"Histrica decisin del nuevo gobierno #Argentina eliminando decenes d leyes y centenares d normas q hiper-regulaban todo. Por ejemplo debas pedir autorizacin para importar o exportar o alquilar tu piso perdiendo dinero x la #inflacin va @juanrallo"
X Link 2023-12-22T08:40Z 17.7K followers, [----] engagements
"After [--] years with a relatively similar behavior between the European stock index ($FEZ Eurostoxx 50) and the emerging market stock index ($EEM) in [----] European stocks have clearly outperformed significantly"
X Link 2023-12-24T10:28Z 17.6K followers, [----] engagements
"Muy interesante. Le preguntan al mximo regulador de los mercados financieros en USA (Presidente de la #SEC) sobre la aprobacin de los ETF sobre Bitcoin y cryptos. Est claro que no le ha gustado la pregunta Its a viable question and as the Head of the SEC hes in charge of getting these #BitcoinETFs approved. 🧐 https://t.co/35zsoKmlnc Its a viable question and as the Head of the SEC hes in charge of getting these #BitcoinETFs approved. 🧐 https://t.co/35zsoKmlnc"
X Link 2024-01-05T18:06Z 17.6K followers, [---] engagements
"We are writing the quarterly letter for #JapanDeepValueFund which we will soon send to all investors. We discuss the M&A market the NISA a tax-exempt savings account (from 2024) for individual investors & new examples of improvement in #ShareholderRemuneration in our portfolio"
X Link 2024-01-14T12:02Z 17.6K followers, [----] engagements
"Some are very surprising and effective. There are transactions that only happen in Japan. Most surprising for international investors: we have stocks in our portfolio breaking historical highs that still hold more net cash than their market cap or have price-to-book ratios 1"
X Link 2024-01-14T12:02Z 17.6K followers, [---] engagements
"Los brutales recortes del gobierno d Cuba. No me puedo imaginar como la poblacin va a soportar unas medidas dursimas x la bancarrota completa del pas y d su sistema econmico. Imprescindible escuchar la lista completa de nuevas medidas. Por @juanrallo"
X Link 2024-01-17T14:47Z 17.8K followers, [---] engagements
"All-time highs in a boring company that we have held in our portfolio since [----]. Nichireki (5011; asphalt & other road paving materials for infrastructures). Key insights from the chart. 1) As we always emphasize [----] marked a pivotal shift in the stock market cycle in Japan"
X Link 2024-01-18T08:48Z 17.6K followers, [----] engagements
"2) The importance of patience in investing. From [----] to [----] it barely rose. 3) Despite breaking historical highs it trades at just [--] times its book value. 4) In [--] years it has generated surplus cash after worning capital capex & dividends of [--] billion JPY"
X Link 2024-01-18T08:48Z 17.8K followers, [---] engagements
"Aunque nos parezca ciencia ficcion a los europeos adjunto este excelente documento-guia del regulador de la Bolsa de Japn para las compaas cotizadas para ayudarles a mejorar el #GobiernoCorporativo y la Retribucin a accionistas #CosteCapital"
X Link 2024-02-01T10:10Z 17.8K followers, [--] engagements
"Con mltiples ejemplos de casos positivos y de otros con una clara desalineacin entre el management y los accionistas. Como sabes el regulador burstil nipn con su presidente #activista ha solicitado por escrito a las compaias cotizadas que expliquen x escrito su poltica"
X Link 2024-02-01T10:10Z 17.8K followers, [--] engagements
"Los profesionales del sector financiero europeo deberiamos bloquear las carreteras con ordenadores y pantallas de Bloomberg Reuters y Factset para exigir acabar con nuestra asfixia regulatoria que adems tambin beneficia al sector financiero norteamericano #ESMA @ESMAComms"
X Link 2024-02-02T09:24Z 17.8K followers, [--] engagements
"Interesante artculo originado por @BloombergJapan: "El mercado japons resurge con fuerza liderado por los veteranos". Se refiere especialmente al mercado d bonos. Tras dcadas con tipos cercanos al 0% el #BancoCentral est empezando a cambiar generando nuevas oportunidades"
X Link 2024-02-04T17:39Z 17.8K followers, [--] engagements
"para inversin o financiacin en #JPY. Se buscan operadores nipones con [--] aos q hubieran experimentado alzas en tipos d inters y mayor volatilidad. Citadel y otros abriendo oficina en Tokyo. En [----] incr. enorme en volumenes d contratacin en bonos divisas y #BolsaJapon"
X Link 2024-02-04T17:39Z 17.8K followers, [--] engagements
"Una imagen de lo que se convirti Argentina. El gobernador de la regin de La Rioja (384.000 hab.) crea una nueva moneda (#Bocades) para aumentar 30% sueldos pblicos. Un 67% de todos los trabajadores registrados trabajan para el Estado = completamente fallido"
X Link 2024-02-17T10:46Z 17.8K followers, [--] engagements
"Como ya no reciben dinero del gobierno central con la nueva poltica de Milei no pueden mantener tanto consumo publico. Han creado una moneda local para poder continuar gastando aunque en el mercado negro ya cotiza muy x debajo de los pesos argentinos"
X Link 2024-02-17T10:46Z 17.8K followers, [--] engagements
"Also today Mitsubishi reportedly considering sale of 35% stake in KFC Holdings Japan (1451). The Buffett's Sogo Shosha continue to reduce their enormous portfolio of cross-shareholdings in multiple companies from all sectors. #ShareholdersRetribution #Topix #CorporateGovernance Japan casualty insurers to sell entire cross-shareholdings worth $43bn https://t.co/DXwYhNG8Bt Japan casualty insurers to sell entire cross-shareholdings worth $43bn https://t.co/DXwYhNG8Bt"
X Link 2024-02-28T17:18Z 17.7K followers, [----] engagements
"When Warren #Buffett said: "For whatever reasons markets now exhibit far more casino-like behavior than they did when I was young. The casino now resides in many homes and daily tempts the occupants.""
X Link 2024-03-10T09:41Z 17.8K followers, [----] engagements
"He was referring to news like this about where retail investors in South Korea invest. In february: The largest purchase was US$1.39 billion of #Semiconductors ETF listed in the US market (leveraged by 3). The 3rd largest purchase was US$388 million of the Nasdaq leveraged by 3"
X Link 2024-03-10T09:41Z 17.8K followers, [----] engagements
"Reunion ayer con el CEO d una empresa europea de implantes mdicos (mejora calidad de vida). Nos comenta "solo miramos al mercado USA el nico rentable para nuestro I+D. Pregunta y en Europa nada es una autentica pesadilla regulatoria. Al menos [--] aos parado con nuevas normas"
X Link 2024-03-14T08:28Z 17.8K followers, [--] engagements
"@clotildo1999 es la disputa por la moneda de reserva mundial. Los pases en desarrollo han entendido que no puede ser ninguna de sus divisas y en cambio el oro tiene el status. Tener mas oro es ms solvencia y ms capacidad de presionar para una nueva arquitectura financiera global"
X Link 2024-04-05T21:24Z 17.7K followers, [--] engagements
"Nadie puede parar las millonarias retribuciones de directivos en las empresas cotizadas USA. Boeing obliga a irse a su CEO tras sus incidentes+accidentes casi semanales (esta madrugada otro) y sus acciones caen pero ve su remuneracion incr. d $226 mill. a $328 mill en [----]. $BA"
X Link 2024-04-08T07:36Z 17.7K followers, [--] engagements
"Yesterday we were saddened to learn of a fire engulfing the historic Old #Copenhagen Stock Exchange building. Attached are photographs of the wonderful building from our visit in [----]. Unfortunately a large part of the wooden construction has been lost"
X Link 2024-04-17T11:09Z 17.7K followers, [----] engagements
"Como le explicaran hoy los directivos de #Caixabank y de #CriteriaCaixa a Pere Duran Farell que primero vendieron la mitad de Naturgy a [--] fondos de Private Equity y ahora negocian venderla a un estado de Oriente Medio. Cual es el enfoque estratgico #SWF #SovereignWealthFunds"
X Link 2024-04-18T06:45Z 17.7K followers, [--] engagements
"En #KoalaSicav vamos a solicitar acciones de #Puig en su salida a bolsa. Ayer su CEO Marc Puig dio una clase maestra de estrategia empresarial. Este es un resumen. Mi abuelo cre la empresa hace [---] aos y x 1a vez abrimos el capital a accionistas externos. #PuigIPO"
X Link 2024-04-25T09:06Z 17.8K followers, [--] engagements
"The US dollar was our currency but your problem" [----] US Treasury Secretary John Connally told a room of European counterparts. #USD #ReserveCurrency"
X Link 2024-04-27T11:31Z 17.8K followers, [----] engagements
"@theveritas2 Si por desgracia hay otros casos similares. Cuando hay un private equity por enmedio puede ser malo. Mira Allfunds. En general no nos gusta ir a OPV (IPO) pero en este caso es una excepcion. Se trata de si una empresa quiere generar riqueza para sus acctas a largo plazo"
X Link 2024-04-28T10:11Z 17.8K followers, [--] engagements
"Buen artculo comparando cada uno de los competidores de #Puig en bases a sus ventas geogrficas peso de cada segmento o crecimietno reciente de sus ventas. Aun con diferencias #Coty es la ms parecida. #PuigIPO #EsteeLauder #Shisheido #LOreal $COTY $EL $OR.PA"
X Link 2024-04-30T07:04Z 18.2K followers, [--] engagements
"Datos de cuotas de mercado en el mercado de fragancias premium via @nuancerocket #Puig #PuigIPO $EL #LVMH #LOreal #Kering #EsteeLauder #Coty #Chanel #Interparfums"
X Link 2024-04-30T09:58Z 18.2K followers, [----] engagements
"@antoniobarco2 Hola Antonio nunca haba oido hablar de el. Tienes algun documento relacionado"
X Link 2024-04-30T17:00Z 17.8K followers, [--] engagements
"La persona ms importante del #BCE quizs incluso mas que Lagarde es entrevistado en @elconfidencial. Ve muy probable una bajada en los tipos inters en junio por el descenso en inflacin de servicios @miquelroig @jgjorrin #ECB #Inflacion"
X Link 2024-05-06T07:11Z 17.8K followers, [--] engagements
"@theveritas2 Ya he podido leerlo. Esta bien ponderar los pros y contras y los aspectos tcnicos de la salida pero la clave es el negocio sus marcas y la vision a largo plazo Una gran diferencia es que mande una familia o un private equity"
X Link 2024-05-06T08:05Z 17.8K followers, [--] engagements
"And meanwhile. this is Gamestop's free cash flow generation over the past few years. Nothing to add. $GME #NegativeFreeCashFlow BREAKING: Both $AMC and $GME are up over 130% pre-market adding another $14.5 BILLION of market cap today. Gamestop is now officially one of the [---] largest public companies in the US. This morning AMC Entertainment announced that they would be raising $250 million in equity. https://t.co/LOKp5NZk78 BREAKING: Both $AMC and $GME are up over 130% pre-market adding another $14.5 BILLION of market cap today. Gamestop is now officially one of the [---] largest public"
X Link 2024-05-14T14:08Z 18.1K followers, [----] engagements
"TOP10 de la mejor jugadora de baloncesto #WNBA #CaitlinClark https://youtu.be/wPWwBvxVOTAsi=tn4CPHC7m-s47l-7 https://youtu.be/wPWwBvxVOTAsi=tn4CPHC7m-s47l-7"
X Link 2024-05-19T09:30Z 18.1K followers, [---] engagements
"Share buyback budgets in japan. Strong growth. Nippon companies as well as European ones have learned that one of the main differences with the U.S. stock market and its valuations comes from stock buybacks. Clearly we will see more of these in Japan. & in Europe. @Nomura"
X Link 2024-05-20T07:15Z 18.1K followers, [----] engagements
"Excerpt of our interview in the Nikkei newspaper about our investment in Integral Corp. a recent IPO in the private equity sector. "While the US PE market has entered a period of stagnation Japanese PE is on the threshold of a new cycle". $5842 $5842.JP #JapanDeepValueFund"
X Link 2024-05-20T07:40Z 18.1K followers, [----] engagements
"In June we will have [--] meetings over [--] consecutive days with nippon companies. in English. This is something unique since we launched the #JapanDeepValueFund in [----]. In [--] of these meetings we are shareholders reflecting the changes in transparency among listed companies"
X Link 2024-05-29T07:28Z 18.1K followers, [---] engagements
""According Barclays $40bn has been withdrawn from #ESG Funds this year with a record monthly outflow of about $14bn in April in all regions. Bad performance and scandals. Assets in Blackrock US ESG Fund have halved from $25bn at the peak in [----] to $12.8bn in May." Investors pull cash from ESG funds as performance lags https://t.co/6LlO6H2nyJ Investors pull cash from ESG funds as performance lags https://t.co/6LlO6H2nyJ"
X Link 2024-06-11T09:34Z 18.1K followers, [----] engagements
""BlackRock dropped the ESG Fund from its popular "60/40" model portfolio. Also in Europe ESG outflows in april were $1.9bn. Scandals such as that at german asset manager DWS - wich agreed [--] pay $19mm to the US Securits regulator in a #greenwashing probe - have also hit appetite""
X Link 2024-06-11T09:34Z 18.1K followers, [---] engagements
"Mes maldito para la bolsa francesa. Tras la incertidumbre poltica y las dudas de los tenedores de bonos que financian su continuo deficit noticias individuales afectando al #CAC40. Ayer #EurofinsScientific se desplom un 20% y hoy #Airbus cae el 9% por malas previsiones"
X Link 2024-06-25T07:14Z 18.1K followers, [--] engagements
"OPA #BBVA a #BancoSabadell una lucha entre empresas donde ya no quedan accionistas. En ultimos [--] aos los [--] principales accionistas en ambos bancos han cambiado de inversores reales a fondos robotizados q no les importa si los directivos piensan en los accionistas $SAB $BBVA"
X Link 2024-06-27T08:26Z 18.1K followers, [--] engagements
"One of the probable reasons why the massive injections in [----] have caused inflation is that the money reached the population's banks accounts. Additionally the size of the Fed's balance sheet increased by [---] trillion from [----] to [----] and by [--] trillion from [----] to 2022"
X Link 2024-07-07T17:33Z 18.1K followers, [----] engagements
"Compare the variation in household bank deposits between the periods 2008-2010 and 2020-2022. #Inflation https://fred.stlouisfed.org/series/BOGZ1FL193020005Q https://fred.stlouisfed.org/series/BOGZ1FL193020005Q"
X Link 2024-07-07T17:38Z 18.1K followers, [---] engagements
"The FED balance sheet evolution. 2008-2010 to 2020-2022 https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm"
X Link 2024-07-07T17:38Z 18.1K followers, [---] engagements
"Hilo para entender la guerra financiera soterrada entre Rusia y USA. Como los norteamericanos dominan el sistema financiero mundial a travs del dlar y las instituciones de pago. El comercio entre Rusia y China ha crecido un 60% hasta los $240bn en 2023"
X Link 2024-07-21T17:45Z 18.2K followers, [--] engagements
"Tras la guerra con Ucrania Rusia ha superado a Alemania Australia y Vietnam como los mayores socios comerciales d China. El #Yuan ya supone el 40% d los pagos x exportaciones+importaciones rusas y 50% de las reservas d divisas d Rusia. China no se sum a las sanciones occid"
X Link 2024-07-21T17:45Z 18.2K followers, [--] engagements
"Russian Firms Find It Increasingly Hard to Get Paid by China https://www.bloomberg.com/news/articles/2024-07-17/us-sanctions-make-it-harder-for-russian-firms-to-get-paid-by-china https://www.bloomberg.com/news/articles/2024-07-17/us-sanctions-make-it-harder-for-russian-firms-to-get-paid-by-china"
X Link 2024-07-21T17:45Z 18.2K followers, [---] engagements
"China and Russia are studying the possibility of cooperation on the Bank of Russias Mir payment system according to Beijings ambassador to Moscow https://www.scmp.com/economy/global-economy/article/3270980/china-russia-eye-stronger-cross-border-payments-sanctions-create-time-bomb https://www.scmp.com/economy/global-economy/article/3270980/china-russia-eye-stronger-cross-border-payments-sanctions-create-time-bomb"
X Link 2024-07-21T17:45Z 18.2K followers, [---] engagements
""En realidad Guzmn no controlaba nada" dijo a los jurados el abogado de Guzmn Jeffrey Lichtman. "Mayo Zambada s lo controlaba" afirm. S/Departamento Estado USA Zambada es dueo d varios negocios legtimos en Mxico "una gran empresa lechera+lnea autobuses y un hotel""
X Link 2024-07-27T08:54Z 18.2K followers, [--] engagements
""El Mayo" Zambada cofund el Cartel Sinaloa con "El Chapo" Guzman en los 80s tras colapsar el cartel Guadalajara. Este era la cara visible pero Zambada el lider real. Pasaron de la cocaina y heroina al #fentanilo un opioide sinttico"
X Link 2024-07-27T08:54Z 18.2K followers, [--] engagements
"Autoridades francesa recibieron cerca de [--] millon solicitudes d acreditaciones para Juegos Olmpicos como seguridad privada voluntarios y periodistas. Se rechazaron [-----] de ellas x sospechas de alto riesgo x islamismo extremistas politicos o medioambientales y pro-rusos"
X Link 2024-07-29T17:25Z 18.2K followers, [--] engagements
"En [---] casos tenan ordenes judiciales de permanencia en su domicilio con supervision diaria de la polica. En su mayora islamistas. Ademas estas semanas se han detenido varias personas ligadas a Rusia. Una de ellas el martes cuyo objetivo eran los juegos"
X Link 2024-07-29T17:25Z 18.2K followers, [--] engagements
"Parece que el sabotaje coordinado contra los trenes en Francia el da de la Inaguracin de los Juegos Olimpicos fueron activistas de extrema izquierda (detenciones)"
X Link 2024-07-31T07:17Z 18.2K followers, [--] engagements
"The Bank of Japan has raised interest rates for the 2nd time this year & normalizing the #YieldCurve after several decades with [--] interest rates: Short-term rates at +0.25% 5-year rates at +0.65% 10-year rates at +1.05% 30-year rates at +2.17%. https://www.worldgovernmentbonds.com/country/japan/#title-curve https://www.worldgovernmentbonds.com/country/japan/#title-curve"
X Link 2024-07-31T07:59Z 18.2K followers, [----] engagements
"#Berkshire has made its largest #JPY bond issuance in [----]. In the previous years this amount raised has been used to buy Japanese stocks. Conclusion: 1) Not only has Berkshire not sold any shares but it may be increasing its holdings at the fastest rate since [----] and"
X Link 2024-10-10T14:11Z 18.3K followers, [----] engagements
"2) It continues investing in Japan with the currency hedged. "The sale means Berkshire is the largest foreign issuer of yen bonds this year raising a record [-----] billion" https://www.bloomberg.com/news/articles/2024-10-09/berkshire-yen-bond-sale-fuels-talk-of-fresh-japan-investmentsembedded-checkout=true https://www.bloomberg.com/news/articles/2024-10-09/berkshire-yen-bond-sale-fuels-talk-of-fresh-japan-investmentsembedded-checkout=true"
X Link 2024-10-10T14:11Z 18.2K followers, [---] engagements
""Solo en [----] el gran fondo pensiones d Japn obtuvo unas plusvalas d $232.000 mill. y acumula ganancias d $972.000 mill. Para ponerlo en contexto el dficit d pensiones en Espaa solo en [----] fue d [------] mill. Eur y sigue creciendo a un ritmo elevado""
X Link 2024-10-19T09:31Z 18.2K followers, [--] engagements
"Two new #activist campaigns were announced in Japan today. Activist Palliser Capital revealed it holds a 1.5% stake in Tokyo Tatemono while Effissimo Capital Management disclosed a 5.81% stake in Konica Minolta #Topix #Nikkei http://4902.JP http://8804.JP http://4902.JP http://8804.JP"
X Link 2024-10-23T07:42Z 18.3K followers, [---] engagements
"And today's surprise comes from the IPO of Tokyo Metro whose shares have risen by +449% in their first trading session. The NISA (tax-free savings plan for individual stock investments) likely helped boost demand. #Topix http://9023.JP http://9023.JP"
X Link 2024-10-23T07:42Z 18.3K followers, [---] engagements
"Shareholder retribution in japan stocks (2024 estimated by Nomura). #Buybacks and dividends. We launched the #JapanDeepValueFund in August [----]. While undervaluation persists shareholder returns continue to grow at an exponential rate"
X Link 2024-10-25T15:23Z 18.2K followers, [----] engagements
"La loteria de navidad parece haber agraciado a la regin de Katanga en el Congo #Africa #Mining #Copper A mountain collapsed in Katanga region of the Democratic Republic of Congo revealing tonnes of copper. The region has been known for large-scale copper mining for more than a century. In 1950s it was the world's largest copper-producing area. Currently this region https://t.co/dvvkpMxlXF A mountain collapsed in Katanga region of the Democratic Republic of Congo revealing tonnes of copper. The region has been known for large-scale copper mining for more than a century. In 1950s it was the"
X Link 2024-11-18T17:53Z 18.3K followers, [----] engagements
"Bloomberg: "China & Japan [--] of the worlds biggest foreign holders of US government debt offloaded a pile of Treasuries in the 3rd quarter as they rallied before presidential election. Japan & China still own $1.02 trillion & [---] billion worth" @markets https://bloomberg.com/news/articles/2024-11-19/two-of-america-s-biggest-debt-holders-are-dumping-treasuriesutm_source=website&utm_medium=share&utm_campaign=twitter https://bloomberg.com/news/articles/2024-11-19/two-of-america-s-biggest-debt-holders-are-dumping-treasuriesutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2024-11-19T14:29Z 18.3K followers, [----] engagements
"Surprising and exceptional work being done by the Tokyo Stock Exchange. It has just released these reports today. "Cases Where Companies Are Not Aligned With Investors Perspectives" va @JPX_official_EN #Topix https://www.jpx.co.jp/english/news/1020/20241121-01.html https://www.jpx.co.jp/english/news/1020/20241121-01.html"
X Link 2024-11-21T08:10Z 18.3K followers, [----] engagements
"2 great investors are launching a very interesting mutual fund focused on Japanese small caps. #Imura a well-known private investor renowned for his high returns is now going professional and leads the launch of a fund set to debut this coming January [--] https://www.reuters.com/markets/asia/japans-comedian-turned-investor-launches-fund-with-ex-goldman-stock-geek-2024-12-25/ https://www.reuters.com/markets/asia/japans-comedian-turned-investor-launches-fund-with-ex-goldman-stock-geek-2024-12-25/"
X Link 2024-12-25T10:47Z 18.2K followers, [----] engagements
"@InvestInJapan on our list of candidates for 2025"
X Link 2025-01-06T17:23Z 18.2K followers, [---] engagements
"Japan stock market history: The stock trading floor began at the former Tokyo Stock Exchange the predecessor of the current Tokyo Stock Exchange on June [--] [----]. https://www.jpx.co.jp/english/corporate/about-jpx/history/01-02.html https://www.jpx.co.jp/english/corporate/about-jpx/history/01-02.html"
X Link 2025-01-26T10:14Z 18.2K followers, [---] engagements
"The prices of stocks were displayed on the electronic signboard when the market information system began operating at the stock trading floor. (September 1974)"
X Link 2025-01-26T10:14Z 18.2K followers, [----] engagements
"GEKITAKU: clappers which were beaten when transactions were executed. Group competitive call auction trading started in the middle of the era where stocks issued by Tokyo Stock Exchange were traded in December [----] and continued until December [----]. (In the 1980s)"
X Link 2025-01-26T10:14Z 18.2K followers, [--] engagements
"Floor trading at the new stock trading floor (2): Introduction of a system to streamline operations at stock trading floor(November 1990). TSE computerized relevant operations at the stock trading floor such as placing and matching orders which had been done manually"
X Link 2025-01-26T10:14Z 18.2K followers, [---] engagements
"The last opening session of the year on the stock trading floor is shown to the right. This is the last look at employees in kimono which was the established custom of Tokyo Stock Exchange. (January [--] 1999)"
X Link 2025-01-26T10:14Z 18.2K followers, [---] engagements
"Thanks to the Mobile World Congress in Barcelona our team member @GabrielCoBi had an exclusive 20-minute one-on-one with the founder of Lumine Group this morning. A key meeting to understand the differences with its parent company #ConstellationSoftware. #MWC2025 $LMN.V $CSU.TO La importancia d tener el Mobile World Congress en Barcelona. Esta maana @GabrielCoBi d nuestro equipo ha estado [--] min. a solas con el fundador d Lumine Group. Reunin clave para entender las diferencias con su matriz #ConstellationSoftware. #MWC2025 $LMN.V $CSU.TO https://t.co/09x5lTSTIo La importancia d tener el"
X Link 2025-03-03T12:24Z 18.2K followers, [----] engagements
"He explained to us how it was born within $CSU.TO a process that was not easy due to the considerable differences with Constellation Softwares philosophy. The #CarveOuts of large companies are key to growing in M&A. $LMN.V #MWC2015"
X Link 2025-03-03T12:24Z 18.2K followers, [---] engagements
"Buybacks in Japan are skyrocketing with surging total value and more companies participating. Data as of Feb [--] [----]. Va @Nomura. #Topix #Nikkei"
X Link 2025-03-04T09:00Z 18.3K followers, 27.1K engagements
"Rising wages alongside a normalized inflation rate have historically aligned with strong economic and stock market performance in Japan. A very interesting chart from @Nomura. #JapanDeepValueFund #Topix #JapanStocks"
X Link 2025-03-05T10:15Z 18.3K followers, [----] engagements
"Druckenmiller:I grew up in America with a certain model of a president - George Washington Thomas Jefferson Ronald Reaganwere there was a certain dignity and behaviour in the office. I dont judge anyone who vote for Trump but for me its just a red line Druckonomics: Wall St veteran poised to shape the new US economic order https://t.co/eYsBPI47hL Druckonomics: Wall St veteran poised to shape the new US economic order https://t.co/eYsBPI47hL"
X Link 2025-03-22T09:46Z 18.3K followers, [----] engagements
"Goods exports to the US as a percentage of GDP. From highest to lowest sensitivity to the imposition of #tariffs. These are direct calculations. As far as I know no one has the indirect data through 3rd countries within the supply chain. Source: #Nomura OECD and United Nations"
X Link 2025-04-02T13:29Z 18.3K followers, [----] engagements
"@Convertbond Or perhaps the opposite The start of China-US talks eases the risk of an invasion of the island. A possible US-Taiwan trade deal and an Asian currency revaluation also possible #TradeWar #CurrencyWar #Taiwan"
X Link 2025-05-02T10:05Z 18.3K followers, [---] engagements
"This is the Japanese stock book #WarrenBuffett credited with helping him identify five investing ideas in Tokyo in [----]. #Topix #Nikkei #JapanDeepValueFund"
X Link 2025-05-06T13:19Z 18.2K followers, [----] engagements
"Buffett's comments on hedging his investments in Japanese yen. "It's the first time weve done that". #CurrencyHedging. Berkshire Annual Meeting Transcript"
X Link 2025-05-06T13:30Z 18.2K followers, [---] engagements
"Grfico de la American Power & Light Company en el crash de [----]. Era una holding company creada en [----] como parte del conglomerado Electric Bond and Share Company controlado por General Electric. Compraba elctricas regionales. 1926-1929: American Power and Light Unadjusted for the 10% dividends. https://t.co/6KESnmZAcz 1926-1929: American Power and Light Unadjusted for the 10% dividends. https://t.co/6KESnmZAcz"
X Link 2025-06-27T18:29Z 18.2K followers, [----] engagements
"#DarkPools #HFT"
X Link 2025-07-10T08:41Z 18.2K followers, [---] engagements
"2025 Outlook for Latin America's Economy by @FocusEconomics Best and worst countries. Real GDP biggest growth: #Argentina Paraguay Peru. Worst: Venezuela Mexico Bolivia and Ecuador. #latam"
X Link 2025-07-13T11:39Z 18.2K followers, [----] engagements
"An outstanding document on investor communications from Investor Relations departments prepared by the Tokyo Stock Exchange. It offers practical recommendations and above all showcases exemplary improvements implemented by numerous Japanese companies. https://www.jpx.co.jp/english/news/1020/20250722-01.html https://www.jpx.co.jp/english/news/1020/20250722-01.html"
X Link 2025-07-22T07:41Z 18.2K followers, [----] engagements
"Starting July [--] [----] Tokyo Stock Exchange (TSE) requires all listed companies to develop a system for information disclosure (IR system) to provide necessary information for building relationships with shareholders and investors. #BusinessCase #Ajinomoto"
X Link 2025-07-22T07:41Z 18.2K followers, [---] engagements
"@albertocavallo So you didnt explain which year youre referring to regarding supermarket inflation data in these five countries. Is it about [----] or about [--] years ago"
X Link 2025-08-20T17:41Z 18.2K followers, [--] engagements
"Panasonic's head of technology has dismissed the prospect of solid-state batteries for electric cars winning market share from increasingly efficient lithium-ion batteries. Solid-state ones would only ever be a "niche" product better suite for #drones+power drills than cars @FT"
X Link 2025-08-21T07:00Z 18.2K followers, [----] engagements
"Tesla uses Panasonic lithium-ion batteries but has a joint venture with #Toyota since [----] to develop and manufacture solid-state #batteries. Toyota has pledged to deliver solid-state batteries as early as [----] to compete with chinese competitors. #EV"
X Link 2025-08-21T07:00Z 18.2K followers, [---] engagements
"The chinese currency is appreciating against the dollar in a continued move following the Trump tariff crisis in April. During the crisis the renminbi weakened a situation that is now reversing. https://www.barchart.com/forex/quotes/%5EUSDcnh/interactive-chart https://www.barchart.com/forex/quotes/%5EUSDcnh/interactive-chart"
X Link 2025-08-28T11:28Z 18.2K followers, [---] engagements
"European #bond market today + [--] month range. Broad-based rise in bond yields. France pays a similar 10-year bond yield than Slovakia+Lithuania.& Italy. Investors demands to pay more than Spain+Belgium+Slovenia+Latvia or Ireland. The worst part is that they feel no shame about it"
X Link 2025-09-02T12:51Z 18.2K followers, [----] engagements
"Japan's Prime Minister Shigeru Ishiba resigns today. Will it be the first time in history that Japan will have a woman as prime minister https://www.bbc.com/news/articles/c98edpz2yn9o https://www.bbc.com/news/articles/c98edpz2yn9o"
X Link 2025-09-07T11:35Z 18.2K followers, [----] engagements
""Capital Wars y el auge d la liquidez global (parte II)." 1) las inversiones se financian con liquidez y no solo a partir del ahorro. 2) Sistema financiero global ha evolucionado d un modelo d banca tradicional con oficinas a uno d financiacin mayorista https://investorsconundrum.com/2025/09/07/capital-wars-y-el-auge-de-la-liquidez-global-parte-ii/ https://investorsconundrum.com/2025/09/07/capital-wars-y-el-auge-de-la-liquidez-global-parte-ii/"
X Link 2025-09-08T17:08Z 18.2K followers, [----] engagements
"@robin_j_brooks Seriously Your takeaway is that the current Argentine governments policies are just the same as in the pastand youre fine with that"
X Link 2025-09-08T17:14Z 18.2K followers, [---] engagements
"@Nomura Since jan-2024 corporate #buybacks have continued to be the main source of share purchases in Japan. Local funds & foreign investors have not yet contributed to net purchases. In fact foreign investors remain underinvested in JP. Todays outflows are tomorrows demand. #flows"
X Link 2025-09-23T16:38Z 18.2K followers, [---] engagements
"Segun datos oficiales el deficit comercial de USA con China esta disminuyendo en [----]. En realidad lo que ocurre es hay muchos bienes chinos que ahora se exportan a travs de terceros pases. Vietnam es quizs el mayor ejemplo The US trade deficit with Vietnam (rhs) has within a few months in [----] surpassed our deficit with Mexico (lhs). This is the closest to a "smoking gun" there is for signs of transshipment of Chinese goods to the US. The US didn't suddenly in [----] decide it loves Vietnamese goods. https://t.co/5Jb3KcWcci The US trade deficit with Vietnam (rhs) has within a few months in"
X Link 2025-10-14T12:19Z 18.2K followers, 16.3K engagements
"Interesante RT @IronMG: Change in #debt percapita 2002-2012 by country #spain #germany #USA #portugal #Greece http://t.co/Tdzgl561 http://twitpic.com/b6hjag http://twitpic.com/b6hjag"
X Link 2012-10-22T18:24Z 18.3K followers, [--] engagements
"RT @JLyonsFundMgmt Credit Suisse $CS hits all-time low"
X Link 2016-06-20T06:40Z 18.3K followers, [--] engagements
"RT @zerohedge TARGET2: crowdsourcing 357bn for Italy would allow it to exit Eurozone - Draghi"
X Link 2017-01-22T11:50Z 18.2K followers, [--] engagements
"converging RT @abnormalreturns $TSLA $GM $TAN $JETS https://abnormalreturns.com/2017/03/04/saturday-links-filter-bubbles/ https://abnormalreturns.com/2017/03/04/saturday-links-filter-bubbles/"
X Link 2017-03-06T08:20Z 18.3K followers, [--] engagements
"Interesting chart Europe & US GDP growth & wages RT @valentinaromei FT graphical insight: UK wages contraction"
X Link 2017-03-19T18:45Z 18.3K followers, [--] engagements
""@charliebilello US Yield Curve at its flattest level of the expansion: [--] bps spread b/t 10-yr and 2-yr yields"
X Link 2017-11-06T18:10Z 18.3K followers, [--] engagements
"RT @TN stock market #valuation remains stratospheric except for free cash flow yield $SPX $SPY via $GS"
X Link 2018-04-11T17:20Z 18.3K followers, [--] engagements
"Continua las incertidumbres sobre las sanciones a la importante compaa de telecomunicaciones china ZTE Corp y cae otro 50% esta semana https://www.reuters.com/finance/stocks/chart/0763.HK https://www.reuters.com/finance/stocks/chart/0763.HK"
X Link 2018-06-21T07:20Z 18.2K followers, [--] engagements
""Como invertir en frica: Una visita muy provechosa" Resumen visita a #FairfaxAfrica en Toronto. Explicacin de Atlas Mara #Fairfax $FAH $FAH.U $FAH.TO $FFXXF $ATMA.L https://investorsconundrum.com/2019/06/17/como-invertir-en-africa-una-visita-muy-provechosa/ https://investorsconundrum.com/2019/06/17/como-invertir-en-africa-una-visita-muy-provechosa/"
X Link 2019-06-18T15:39Z 18.2K followers, [--] engagements
"Kia Motors Corp (000270.KS) comunica a sus sindicatos que suspende operaciones en [--] de sus fabricas en Corea por la falta de demanda de exportacin hacia USA y Europa"
X Link 2020-04-13T07:20Z 18.2K followers, [--] engagements
"Primark provisiona [---] millones por prdidas estimadas en sus inventarios de ropa. Integrada dentro del grupo Associated British Food representa la mitad de sus ventas y el 62% del beneficio operativo del grupo el ao pasado. $ABF.L"
X Link 2020-04-28T11:28Z 18.2K followers, [--] engagements
"empresa tecnolgica de mucha calidad que ha tenido la mala suerte del coronavirus al tener el 100% de sus ingresos por turismo $AMS.MC $AMS Fuerte impacto incluso mayor del que esperaba en los resultados del primer semestre de Amadeus por la interrupcin de los viajes por el COVID-19 $AMS https://t.co/6YttnNuEmy https://t.co/eIatQv1qtG Fuerte impacto incluso mayor del que esperaba en los resultados del primer semestre de Amadeus por la interrupcin de los viajes por el COVID-19 $AMS https://t.co/6YttnNuEmy https://t.co/eIatQv1qtG"
X Link 2020-07-31T08:32Z 18.2K followers, [--] engagements
"En una d sus decisiones mas complejas la #FDA norteamericana aprueba el 1er medicamento (de #Biogen y la nipona #Eisai) q desacelera o retrocede la enfermedad del Alzheimer. [--] aos atras se aprob uno para solo tratar los sintomas #Aducanumab $BIIB $4523.T"
X Link 2021-06-08T12:35Z 18.2K followers, [--] engagements
"La inaccin del gobierno chino este fin de semana en relacin a la crisis de #ChinaEvergrande aumenta el gran nerviosismo en la bolsa de Hong Kong y contagio al resto de promotoras inmobiliarias chinas y sector financiero"
X Link 2021-09-20T07:00Z 18.2K followers, [--] engagements
"Los bonos y acciones d Sunac ($1918.HK) o d Country Garden ($2007.HK) cayendo con fuerza China Vanke ($2202.HK) no aunque lo mas preocupante es la mayor aseguradora china Ping An ($2318.HK) o China Minsheng Banking ($1988.HK) cayendo 6% esta noche. Los grandes bancos un -4%"
X Link 2021-09-20T07:00Z 18.2K followers, [--] engagements
"Riesgos dificiles de medir. La danesa Orsted veo que tiene un gran proyecto de eolica offshore en las costas de Taiwan justo delante de China. Que le pasaria en una invasion martima china $ORSTED.CO https://www.4coffshore.com/news/first-foundation-makes-a-splash-at-greater-changhua-1262a-nid24089.html https://www.4coffshore.com/news/first-foundation-makes-a-splash-at-greater-changhua-1262a-nid24089.html"
X Link 2022-08-12T16:37Z 18.2K followers, [--] engagements
"Tras el default d #Evergrande la promotora china q tena la mayor deuda del planeta ($300.000 mill.) ahora viene Country Garden con unos pasivos $200.000 mill. q no pagado [--] cupones d sus bonos intl. y ya cotizan al 11-13% (d nominal d 100). Es la mayor en ventas pisos en China Tras su default hace un ao #Evergrande la promotora inmobiliaria china con mas deuda del planeta ($300.000 mill.) acuerda finalmente una prdida del 91% al 98% a los tenedores d bonos extranjeros. Prdida mayor ($227bn) q con Credit Suisse Tras su default hace un ao #Evergrande la promotora inmobiliaria china con mas"
X Link 2023-08-09T06:41Z 18.2K followers, 14.5K engagements
"#CountryGarden era considerada la mejor inmobiliaria china y con la mejor imagen publica. $2007.HK $2007 https://twitter.com/Sino_Market/status/1688814991594647552s=20 https://finance.yahoo.com/quote/2007.HK/ https://twitter.com/Sino_Market/status/1688814991594647552s=20 https://finance.yahoo.com/quote/2007.HK/"
X Link 2023-08-09T06:45Z 18.2K followers, [----] engagements
"@VIFM @ValueInvestingS @The_Godas Y otro elemento transformador tambien empujado por el Presidente de la Bolsa #HiromiYamaji que entr en enero [----]. Las operaciones de private equity en el pas. Grfico que incluye solo hasta el verano de 2025"
X Link 2026-01-19T11:52Z 18.2K followers, [---] engagements
"Sumitomo Mitsui Financial Group Inc.plans to double his Japanese government bond portfolio. Global markets head Arihiro Nagata stated I always loved foreign bond investment but not anymore. Now its JGBs. Bloomberg interview. #JapanBonds #JapanRates"
X Link 2026-01-21T09:12Z 18.2K followers, [----] engagements
"Even though it seems to everyone like the dollar is dropping. in reality both the Dollar and the Euro are falling at the same time. This can be difficult to perceive because currencies are traded as cross-quotes. $EURUSD #USD #EUR $USD $AUD $GBP $CHF"
X Link 2026-01-30T08:28Z 18.2K followers, [----] engagements
"amazing chart Walter $MCD #NiftyFifty"
X Link 2026-02-06T09:46Z 18.2K followers, [----] engagements
"En #JapanDeepValue y #KoalaSicav llevamos [--] semanas reduciendo en las pocas compaas small cap de software que tenemos en cartera. La ventaja es que no habian sufrido apenas presin vendedora a diferencia del mercado USA. De hecho alguna incluso estaba en mximos. $4686"
X Link 2026-02-09T09:51Z 18.2K followers, [----] engagements
"Japan Securities Summit in London [--] February [----]. Mr Kumagai (Daiwa Institute) about Japan nominal growth vs corporate profits and #Nikkei Index #ICMA #MansionHouse"
X Link 2026-02-11T14:54Z 18.2K followers, [----] engagements
"All senior Japanese officials and regulators speaking in London yesterday are determined and focused on attracting capital to Japan: virtuos cicle in wich capital from around the world #flows into Japan. #Takaichi and Finance minister Ms Katayama Satsuki"
X Link 2026-02-12T09:26Z 18.2K followers, [---] engagements
"ZTE Corp.1 d la ms mayores Cias telecomunicaciones chinas vuelve a cotizar tras [--] meses d sanciones USA y cae 40% https://mobile.reuters.com/finance/stocks/overview/0763.HK https://mobile.reuters.com/finance/stocks/overview/0763.HK"
X Link 2018-06-13T07:02Z 18.2K followers, [--] engagements
"Compaa telecomunicaciones china ZTE una de las mayores del mundo continua suspendida en bolsa tras sanciones USA https://mobile.reuters.com/finance/stocks/overview/0763.HK https://mobile.reuters.com/finance/stocks/overview/0763.HK"
X Link 2018-05-24T09:08Z 18.2K followers, [--] engagements
"Cuarto y ultimo post sobre "Capital wars y el auge de la liquidez global". Conclusiones. Como el mundo economico y financiero ha cambiado completamente. Tambien la financiacin bancaria y como reaccionan los mercados financieros. https://investorsconundrum.com/2026/01/11/capital-wars-y-el-auge-de-la-liquidez-global-parte-iv-conclusiones/ https://investorsconundrum.com/2026/01/11/capital-wars-y-el-auge-de-la-liquidez-global-parte-iv-conclusiones/"
X Link 2026-01-11T18:38Z 18.2K followers, [----] engagements
"Flows have never been as influential in financial markets as they are today. The ease of movement and the enormous liquidity allow a single-country index to rise more than 100% in less than a year simply because it contains many companies aligned with the theme of the moment. What is happening in the South Korean equity market Korean equity funds attracted a record +$5.2 billion in inflows last week. This follows +$3.5 billion the week before and +$1.7 billion [--] weeks prior. As a result the 4-week moving average of inflows jumped to a record https://t.co/Ss5F2HhafL What is happening in the"
X Link 2026-02-15T18:44Z 18.2K followers, [----] engagements
"What is happening in the South Korean equity market Korean equity funds attracted a record +$5.2 billion in inflows last week. This follows +$3.5 billion the week before and +$1.7 billion [--] weeks prior. As a result the 4-week moving average of inflows jumped to a record +$3.1 billion [--] TIMES higher than every other peak seen since [----]. Furthermore the MSCI South Korea ETF $EWY attracted +$281 million in inflows on Wednesday the largest daily intake in its 25-year history. As a result the Kospi index is up +30% year-to-date making it the best-performing major equity index in the world. Since"
X Link 2026-02-13T15:50Z 1.4M followers, 246.8K engagements
"The AI threat is now so credible that firms like FactSet Research (a Bloomberg competitor) are being severely punished by the market. Investors fear about new competing financial products at significantly lower cost. (blue is pricered is valuation. In bars free cash flow) $FDS"
X Link 2026-02-15T18:25Z 18.2K followers, [---] engagements
"https://x.com/efemarq/status/2020559415061963176s=20 DOCUMENT HISTRIC Encara en estat de xoc m's un plaer presentar aqu un document nic i extraordinari mai vist fins ara: Antoni Gaud. en un film 🎥 Gaud en moviment Imatges d'una pellcula domstica de [----] cedides amablement per la Famlia Costa-Artigas. Fil 👇 https://t.co/HeNpV6MrnF https://x.com/efemarq/status/2020559415061963176s=20 DOCUMENT HISTRIC Encara en estat de xoc m's un plaer presentar aqu un document nic i extraordinari mai vist fins ara: Antoni Gaud. en un film 🎥 Gaud en moviment Imatges d'una pellcula domstica de [----] cedides"
X Link 2026-02-15T09:13Z 18.2K followers, [---] engagements
"DOCUMENT HISTRIC Encara en estat de xoc m's un plaer presentar aqu un document nic i extraordinari mai vist fins ara: Antoni Gaud. en un film 🎥 Gaud en moviment Imatges d'una pellcula domstica de [----] cedides amablement per la Famlia Costa-Artigas. Fil 👇"
X Link 2026-02-08T18:04Z 42.5K followers, 111.8K engagements
"Netherlands 36% unrealized gain tax"
X Link 2026-02-14T00:27Z 46K followers, 1.9M engagements
"On Venetian commercial decline: From the 15th to the 16th c. the Venetian nobility traditionally entrepreneurs began favouring investments into the newly acquired mainland empire turning into rentiers. Gradually conspicuous spending rose -- banquets villas art"
X Link 2026-02-14T02:26Z [----] followers, 36.2K engagements
"RT @GearoidReidy: - The Economist in [----] - The Economist in 2026"
X Link 2026-02-13T16:46Z 18.2K followers, [---] engagements
"- The Economist in [----] - The Economist in [----] Japans prime minister has earned a once-in-a-generation chance to remake her country. Will she seize it https://t.co/glBEoxbabp https://t.co/nSH8w5cC0F Japans prime minister has earned a once-in-a-generation chance to remake her country. Will she seize it https://t.co/glBEoxbabp https://t.co/nSH8w5cC0F"
X Link 2026-02-13T04:01Z 25.7K followers, 132.9K engagements
"Japans prime minister has earned a once-in-a-generation chance to remake her country. Will she seize it http://econ.st/4rNt0eL http://econ.st/4rNt0eL"
X Link 2026-02-13T01:00Z 25.9M followers, 780.8K engagements
"Rotacin de flujos de inversores en Japn de las compaas de software a las acciones de compaias agrcolas+Agua. #Kubota +18% esta madrugada #SakataSeed +26% Hokuryo (huevos) +25% #EbaraJitsugyo +611% #KuritaWater +39%. $6328 $6326 $6370 $1384 #ActivosReales"
X Link 2026-02-12T07:41Z [----] followers, [----] engagements
"Japan Securities Summit in London [--] February [----]. Mr Kumagai (Daiwa Institute) about Japan nominal growth vs corporate profits and #Nikkei Index #ICMA #MansionHouse"
X Link 2026-02-11T14:54Z 18.2K followers, [----] engagements
"Japanese households & instit. investors sit on a massive pool of cash & liquidity. Currently nearly half of all household savings are held in bank accounts (0% interest) while trillions in local & intl bonds. Only 15% is allocated [--] equities - the lowest ratio among adv. econ"
X Link 2026-02-12T09:37Z 18.2K followers, [---] engagements
"All senior Japanese officials and regulators speaking in London yesterday are determined and focused on attracting capital to Japan: virtuos cicle in wich capital from around the world #flows into Japan. #Takaichi and Finance minister Ms Katayama Satsuki"
X Link 2026-02-12T09:26Z 18.2K followers, [---] engagements
"RT @PandaAgricultur: https://x.com/MikeZaccardi/status/2019366358887125447s=20 https://x.com/MikeZaccardi/status/2019366358887125447s=20"
X Link 2026-02-11T14:37Z 18.2K followers, [--] engagements
"https://x.com/MikeZaccardi/status/2019366358887125447s=20 BofA: Consumer Staples [--] week avg net flows as a % of mkt. cap at an all-time high $XLP https://t.co/CnrGm8SLPN https://x.com/MikeZaccardi/status/2019366358887125447s=20 BofA: Consumer Staples [--] week avg net flows as a % of mkt. cap at an all-time high $XLP https://t.co/CnrGm8SLPN"
X Link 2026-02-11T08:22Z [----] followers, [---] engagements
"BofA: Consumer Staples [--] week avg net flows as a % of mkt. cap at an all-time high $XLP"
X Link 2026-02-05T11:03Z 69.3K followers, [----] engagements
"French President Emmanuel Macron met this week with a group of seven newspapers for a joint interview. He was asked about the Spanish blackout (and the role of the cross-border electricity connections between the Iberian peninsula and France). He didn't mince his words:"
X Link 2026-02-11T11:01Z 337.8K followers, 294.9K engagements
"Nuevos mximos historicos en #PandaAgricultureFund. A diferencia d muchos sectores empresariales con riesgo x la #IA la comida+agroalimentario no parece que le impacte. De hecho su uso ayudar a mejorar la productividad en granjas+cultivos+produccin #AI https://www.finect.com/fondos-inversion/ES0114633003-Panda_agriculture__water_fund_fi https://www.finect.com/fondos-inversion/ES0114633003-Panda_agriculture__water_fund_fi"
X Link 2026-02-11T07:34Z [----] followers, [---] engagements
"La gente joven japonesa quiere cambiar el largo ciclo deflacionario y pesimista nipn de tres decenios. Astonishing chart showing support for Takaichi by age. Traditional narrative is that surfeit of old people in Japan is keeping conservatives in power but as with Trump in [----] young people were main driver behind Takaichi's landslide victory. https://t.co/DAEmlLtCal Astonishing chart showing support for Takaichi by age. Traditional narrative is that surfeit of old people in Japan is keeping conservatives in power but as with Trump in [----] young people were main driver behind Takaichi's"
X Link 2026-02-10T07:26Z 18.2K followers, [----] engagements
"Astonishing chart showing support for Takaichi by age. Traditional narrative is that surfeit of old people in Japan is keeping conservatives in power but as with Trump in [----] young people were main driver behind Takaichi's landslide victory"
X Link 2026-02-09T13:47Z 27.4K followers, 497.3K engagements
"https://x.com/Civixplorer/status/2020349619423859075s=20 🚘 The founders of the popular Japanese automotive brands. Japan is recognized as the country with the longest-lived companies in the world. https://t.co/PZnemQk7Tf https://x.com/Civixplorer/status/2020349619423859075s=20 🚘 The founders of the popular Japanese automotive brands. Japan is recognized as the country with the longest-lived companies in the world. https://t.co/PZnemQk7Tf"
X Link 2026-02-09T17:43Z 18.2K followers, [----] engagements
"🚘 The founders of the popular Japanese automotive brands. Japan is recognized as the country with the longest-lived companies in the world"
X Link 2026-02-08T04:11Z 85K followers, 225.2K engagements
"En #JapanDeepValue y #KoalaSicav llevamos [--] semanas reduciendo en las pocas compaas small cap de software que tenemos en cartera. La ventaja es que no habian sufrido apenas presin vendedora a diferencia del mercado USA. De hecho alguna incluso estaba en mximos. $4686"
X Link 2026-02-09T09:51Z 18.2K followers, [----] engagements
"Ya vendimos completamente una compaa de software para el sector financiero en diciembre tras reunirnos con el CEO y propietario. Tambien hemos vendido completamente una compaia de software y hardware para el sector educativo. Y reducimos en otras. $7833 $4686"
X Link 2026-02-09T09:51Z 18.2K followers, [----] engagements
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