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Thierry from arvy 🇨🇭 ✓

@ThierryBorgeat · Down the rabbit hole 👉 · joined 21 Sep 2022

CIO @ arvy | CFA | Quality stocks, market cycles & investor psychology, on fundamentals AND technicals | #IBDPartner

44 553Followers
689Following
17 772Posts total
309KViews on collected posts

Ultimi post

I mean just imagine 1981. And then riding the whole 39 years bond bull market. Ah yes, that was Ray Dalio‘s trade… https://t.co/qHkK1enTHF
22.9K views · 49 likes · 1 reposts · 1 replies Open on X →
A simple example. The US 10-year yields 5.0%. The 30-year is at 5.36%, the highest in 19 years. The iShares 7-10 Year Treasury ETF has a duration of roughly 7. If yields rise another full point over the next twelve months, to 6.0%: – You lose 1 x 7 = 7% on price – You collect 80.4K views · 195 likes · 26 reposts · 13 replies Open on X →
https://t.co/8u7SdpTLhZ 4.1K views · 21 likes · 6 reposts · 2 replies Open on X →
🚨 The CHEAT CODE almost no USD investor knows exists. Swiss stocks returned 7.7% a year over the last 100 years. Pictet has tracked it since 1926: the most defensive, quality-heavy market on earth. Nestlé, Roche, the compounders of record. Now the trick. The SNB's rate is 0%. 9.2K views · 41 likes · 6 reposts · 6 replies Open on X →
You want to understand Switzerland? The Values? The stock market that outperformed the S&P 500 handsomely? Without Big Tech, No Oil, no Shores https://t.co/0kqaanFXhU https://t.co/nUTkR8XmF2
26K views · 26 likes · 2 reposts · 4 replies Open on X →
@ThierryBorgeat Genuinely curious how you weight it — is the case leaning monetary (gold, silver, debasement) or physical-shortage (copper, uranium, grid metals)? Those two rhyme for a while, then diverge hard when real rates move. Which side carries the book? 1.9K views · 1 likes · 0 reposts · 1 replies Open on X →
@ThierryBorgeat 👍 814 views · 1 likes · 0 reposts · 0 replies Open on X →
@ThierryBorgeat Great post! 1.7K views · 1 likes · 0 reposts · 0 replies Open on X →
This is it. Ignore at your own risk. The Commodity Supercycle: The Whole Macro Case — and the 15 Stocks (or the ETFs) to Own It. Read here: https://t.co/Eb7E6DUSST https://t.co/QBSA334vhg
162.1K views · 217 likes · 34 reposts · 7 replies Open on X →

Rispetto ad account della stessa dimensione

9 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.

Visualizzazioni mediane9 171questo account924mediana per 10K–100K
Copertura, %20.58%questo account3.62%mediana per 10K–100K
Interazione, %0.16%questo account1.52%mediana per 10K–100K
MetricaQuesto accountMediana per 10K–100KRapporto
Visualizzazioni mediane per post9 1719249.93×
Copertura (visualizzazioni ÷ follower)20.58%3.62%5.69×
Tasso di interazione0.16%1.52%0.11×

Altri account di questa fascia →   Confronta con un altro account →   Come sono costruiti questi parametri →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

162.1K6 Sep
1.7K
814
1.9K
26K14 Sep
9.2K15 Sep
4.1K
80.4K
22.9K

Last 9 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.16%6 Sep
0.06%
0.12%
0.10%
0.13%14 Sep
0.58%15 Sep
0.71%
0.29%
0.22%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes36.4%552 in total
Reposts5.0%75 in total
Replies2.2%34 in total
Quotes0.2%3 in total
Bookmarks56.2%851 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Account simili