RT Bloomberg en Español (@BBGenEspanol)¿Quieres saber qué pasó esta semana en Latinoamérica? @ValiHilairenos cuenta sobre una empresa china con el ojo puesto en Chile, bonos colombianos reciben un golpe de EE.UU. y, ¿lograrán los "tres amigos" limar asperezas?📽️ https://t.co/gAQNxXGRP4 https://t.co/zS5nW1iim0 ...

Mortgage REITs are snapping up bonds backed by US home loans at a pace last seen before the pandemic, taking advantage of relatively cheap valuations and rallies in their own shares that helped them raise fresh cash https://t.co/ScRqz7lHTn ...

Core Viewpoint - The "Magnificent Seven," comprising Amazon, Apple, Alphabet (Google), Meta, Microsoft, Nvidia, and Tesla, have significantly outperformed the S&P 500, achieving a collective gain of 698% from 2015 to 2024, compared to the S&P 500's 178% return during the same period [1][2]. Group 1: Performance and Market Impact - The Magnificent Seven accounted for 12% of the S&P 500's total market value in 2015, which increased to 34% by 2025 [2]. - Nvidia, Meta, and Alphabet have seen stock price increases of 28%, 31%, and 32% respectively as of mid-September 2025 [8]. - The success of the Magnificent Seven has reshaped the stock market, positioning them at its core [13]. Group 2: Valuation Concerns - Current market forecasts suggest that the Magnificent Seven may be overpriced, with the S&P 500's CAPE ratio at 39.7, indicating high stock prices relative to earnings [4][5]. - Historical peaks in the CAPE ratio, such as in 1929 and 1999, were followed by significant market declines, suggesting potential overvaluation risks for the Magnificent Seven [5]. - Vanguard projects U.S. growth stocks, which include the Magnificent Seven, will only rise by 1.9% to 3.9% annually over the next decade [6]. Group 3: Investor Behavior and Exposure - Many investors may own more of the Magnificent Seven stocks than intended due to their significant market gains, leading to a potential overexposure in their portfolios [15]. - An investor with $1,000 in a typical S&P index fund has approximately $340 invested in the Magnificent Seven, with Nvidia, Microsoft, and Apple alone comprising over 20% of the fund's value [14]. - Investors are advised to assess their exposure to the Magnificent Seven and consider rebalancing their portfolios to mitigate concentration risks [11][16]. Group 4: Alternatives to the Magnificent Seven - To avoid market concentration and overpriced stocks, analysts suggest considering value stocks, small-cap stocks, non-U.S. stocks, and bonds as alternative investments [18]. - Vanguard anticipates value stocks will rise by 5.8% to 7.8% annually over the next decade, while small-cap stocks are projected to increase by 5% to 7% [18]. - Non-U.S. stocks in developed markets are expected to rise by 8.1% annually, and U.S. high-yield corporate bonds are projected to yield 4.7% to 5.7% over the next decade [18].

Indian bonds present an attractive opportunity for foreign investors after a bruising selloff, according to BlackRock https://t.co/Zznr9czFxo ...

If officials decided to prioritise employment and cut inflation rates, they would risk entrenching high inflation, eroding the value of bonds’ coupons and principal repayments. Bondholders fear this scenario could unfold for another reason https://t.co/RYKNQC4ivy ...

Convertible securities have been helped by strength in materials, technology, and an assorted group of growth companies that are represented in the market. ...

The Canadian territory of Yukon is planning to sell another C$200 million ($146 million) in bonds before March 31, 2026, following its inaugural issuance last week https://t.co/7l4nf6FMTP ...

Argentina’s dollar bonds and currency are recovering from a week-long rout after President Javier Milei struck a more conciliatory tone in introducing next year’s budget https://t.co/eVfZSft4or ...

RT marcantonio (@marcryptonio)Here's how $Ford thinks about the value prop for blockchains over the next 5 years: can they sustain global capital markets demand?For global capital markets to move onchain, blockchains need sufficient speed and throughput to absorb total daily transaction volume.Current global capital market daily transactions:• Equities: 120–150M trades/day• Bonds: 8–10M trades/day• MBS: 1M+ trades/day• Derivatives: 60–100M contracts/day• FX: 250–500M tx/dayTotal: ~400–700M/day, with peaks n ...

RT Bitcoin For Corporations (@BitcoinForCorps)🎙️The Great Unraveling: Why Bonds Are Dead & Bitcoin Is Rising@1MarkMoss explains the end of the bond era and the rise of #Bitcoin-powered yield, as macro shifts push capital away from bonds and into Bitcoin.📍BFC Symposium | Presented by @krakenfx https://t.co/E3fLmqpF3q ...