Nacho solaz @solaznacho

La tasa de cobertura de la pensión caerá de forma continua hasta tocar el 50% en 2070 dlvr.it/TV6CqQ

The stock market is the opposite of a casino. The longer you play, the higher the odds you win.

👴 La 'silver economy' transformará el empleo y el PIB en España 📈 España pasará de 10,4 a 17 millones de pensionistas entre 2025 y 2045. Para 2050, más de 1,6 millones de personas necesitarán cuidados prolongados, un mercado que podría movilizar al menos el 1,8% del PIB. Más detalles en el link👉 tinyurl.com/mtddnbya

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NVIDIA, $NVDA, EARNINGS SUMMARY: 1. Record quarterly revenue of $81.6 billion, above expectations 2. Q1 adjusted EPS of $1.87, above expectations 3. Q2 revenue guidance of $89.2 billion to $92.8 billion, above expectations 4. New $80 billion share buyback authorization 5. Increase in dividend from $0.01/share to $0.25/share 6. Total revenue growth of +1,035% over the last 3 years Once again, Nvidia has crushed just about every expectation possible. The AI Revolution is on fire.

The gap between older and younger equity holders has never been wider: Americans aged 70+ now hold a record 17% of all US equities and mutual fund shares outstanding. The percentage has TRIPLED since the 2008 Financial Crisis low. At the same time, Americans under 40 own just ~3%, in-line with 2003 levels. This percentage is HALF of what it was in the late 1980s. As a result, the difference between the two cohorts is now ~14 percentage points, the widest on record. By comparison, the gap stood at ~6 percentage points at the start of the 1990s. The wealth gap is widening.

BREAKING: The S&P 500 closes at its highest level on record and officially posts its fastest recovery since 1982. The S&P 500 has now added +$7.3 TRILLION since its low on March 30th.

The S&P 500 just crossed above 7,100 for the first time. A year ago it was at 5,300. 5 years ago it was at 4,200. 10 years ago it was at 2,100. $SPX

🚨 Cuando el S&P 500 marca máximos históricos en abril, el año acaba en positivo el 95% de las veces. Ha ocurrido 21 veces desde 1950. En 20 de ellas, el índice cerró el año en verde. 📊 Rentabilidad media anual en esos casos: +18,3%.

S&P 500 total returns from: Liberation Day bottom +41% Inflation bottom +104% Covid bottom +238% Euro crisis bottom +715% GFC bottom +1292% awealthofcommonsense.com/2026/04/tops-a…

Update: one year ago today the $VIX closed above 50, a signal with a 100% win rate over the following year and an average S&P 500 return of 35%. The S&P 500 has gained 38% since then, adding to the list of times when it paid to be greedy when others were fearful. $SPX

Charlie Bilello @charliebilello

a year ago

The $VIX closed above 50 today which is in the top 1% of historical readings. What has happened in the past following closes above 50? S&P 500 gains over the next 1, 2, 3, 4, 5 years every time with above-average returns overall. $VIX $SPX bilello.blog/newsletter

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Update: the S&P 500 has gained 31% since last April when it experienced one of the biggest 2-day declines ever (-10.5%). $SPX

Charlie Bilello @charliebilello

a year ago

The S&P 500 fell 10.5% over the last 2 trading days which was the 5th biggest 2-day decline since 1950. What has happened in the past following the biggest 2-day declines? Stocks were substantially higher over the next 1, 3, 5 years every time. bilello.blog/newsletter

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Every correction is different, but investor behavior doesn’t change. Bad investors panic and sell. Good investors get nervous but hold. The Best investors get excited about potential opportunities.

🏠 8. El precio disparado de la vivienda. Salarios: +20% nominal entre 2015 y 2023. Ingresos: +46% entre 2015 y 2024. Casas: en Barcelona (+55%), el doble en Madrid (+105%), más en Málaga (+120%) y Valencia (+130%), y triple en Palma (+161%).

The S&P 500 gained 2.9% today, its biggest up day since last May (China tariff pause rally). Important for investors to remember: volatility cuts both ways and is not linear over time. Big down days and big up days often occur near each other. $SPX

The S&P 500 is now down 9% from its January peak. This is the biggest correction since the tariff tantrum last April and the longest since the 2022 bear market. $SPX

A stunning 53% spread between the best and worst performing S&P 500 sectors so far this year: -Energy $XLE: +41% -Financials $XLF: -12% This is what stagflation looks like...

@KobeissiLetter

Some definitions: -5% = pullback -10% = healthy correction -15% = correction -20% = bear market -30% = collapse -40% = crash -50% = crisis A short history of stock market pullbacks: awealthofcommonsense.com/2026/03/a-shor…

📉 Desde 1955 el S&P 500 ha caído un 14% de media cada año. Y aun así ha cerrado en positivo el 73% de las veces. 📊 Frecuencia histórica de caídas desde 1955: ⚠️ Caída del 5% o más: cada 10,6 meses 🔴 Caída del 10% o más: cada 2,6 años 🔴 Caída del 15% o más: cada 5 años 🔴 Caída del 20% o más: cada 5,4 años 70 años de datos. 51 de esos años cerraron en positivo. ⚡ Lo que está pasando ahora no es una anomalía. Es exactamente lo que lleva ocurriendo desde 1955. La geopolítica asusta, los titulares alarman, las carteras duelen. Y el mercado, con el tiempo, sigue su camino. 💡 La caída intraanual media es del -13,9%. Estamos ahí. En territorio completamente normal según 70 años de historia. El problema no es la caída. Es que cada vez que ocurre, parece la primera vez. Y eso lleva a tomar decisiones que el inversor paciente nunca tomaría. 🎯 Las correcciones no son el enemigo del inversor a largo plazo. Son el precio de entrada por las rentabilidades futuras. Siempre lo han sido. Fuente: Capital Group / American Funds / S&P Dow Jones Indices #QualityFinance #SP500 #Inversión #LargoPlazo #Mercados #PsicologíaDelInversor #Bolsa

The S&P 500 fell 1.5% today, its 8th daily decline so far this year with a loss above 1%. Expect to see many more of these days in the coming weeks/months - the average year since 1928 has 29 large declines. This is the price of admission. $SPX Video: youtube.com/watch?v=mUGb8h…