3 Aug 2026, 08:54 UTC57 views8 reactionsread 8 August 2026 Photo
The 30-year U.S. Treasury yield has surpassed 5.2%, returning to levels last seen before the 2008 financial crisis. The implied 10-year-to-10-year Treasury yield has reached approximately 6.24%, its highest level since 2004.
A U.S. Treasury yield of 5% or higher has historically been viewed as a critically important psychological threshold—not only for the bond market, but also for risk assets such as equities and c…
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29 Jul 2026, 15:32 UTC87 views8 reactionsread 8 August 2026 Photo
For decades, Japan has combined near-zero interest rates, a weak currency, colossal public debt, and massive capital exports. This framework has helped finance U.S. bonds, international credit, global equity markets, and a multitude of carry trade strategies.
That source is beginning to dry up. The yield on 10-year Japanese bonds now stands at around 2.8%, up from about 1% in 2024, after recently reaching 2.90%, its …
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29 Jul 2026, 15:24 UTC81 views8 reactionsread 8 August 2026 Photo
For fifteen years, investors have gauged China’s success by comparing the CSI 300 to the S&P 500. Since Wall Street was rising faster, they concluded that the American model had won and that China had failed.
Meanwhile, China was building power grids, battery supply chains, robot factories, data centers, artificial intelligence models, memory industry leaders, and, now, its first immersion lithography machines.
The C…
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21 Jul 2026, 07:38 UTC107 views7 reactionsread 8 August 2026 Photo
The Tehran-backed Yemeni Houthis said they would impose a maritime blockade on Saudi Arabia, putting at risk the flow of millions of barrels that the kingdom exports via the Red Sea. The move would add greater pressure on the US as it seeks to bomb Iran into submission over control of the Strait of Hormuz. Oil prices rose during a fraught day of trading.
Saudi Arabia diverted its oil supplies to the key Red Sea port …
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20 Jul 2026, 13:22 UTC93 views9 reactionsread 8 August 2026 Photo
Japan's 10-year government bond yield has climbed to its highest level since 1996, around 2.7%, up sharply from near-zero levels held for most of the 2015-2021 period.
Japan's rise in government bond yields marks a structural shift after years of ultra-loose monetary policy. As the world's largest creditor nation, higher domestic yields could encourage Japanese institutional investors to repatriate capital from over…
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20 Jul 2026, 12:02 UTC80 views9 reactionsread 8 August 2026 Photo
China bought 480,000 ounces of gold in June, its 20th consecutive month of buying and its largest single purchase since October 2023. The post argues that in two decades of resource-deal financing, a bull market has never died while the largest, slowest institutional money on earth was accelerating its buying.
China's continued accumulation highlights that central bank demand remains structurally driven rather than …
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20 Jul 2026, 11:55 UTC66 views9 reactionsread 8 August 2026 Photo
Herculis Gold Coin ($XAUH)
@HerculisCoin
Jul 9
Foreign Investors Are Dumping South Korean Equities at a Record Pace Global equity funds sold $8 billion worth of South Korean stocks in July, averaging approximately $1.6 billion in net outflows per trading day. This follows $30 billion in capital outflows recorded in June—the largest monthly sell-off on record. Since the beginning of the year, global funds have sold mo…
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20 Jul 2026, 11:54 UTC71 views9 reactionsread 8 August 2026 Photo
BofA highlights what it calls "a generational transfer in free cash flow." Forward 12-month FCF for semiconductor companies (Nvidia, Micron, Broadcom, Applied Materials) is projected to surge past $400bn, overtaking hyperscalers (Amazon, Google, Meta, Microsoft, Oracle), whose forward FCF has collapsed toward negative territory as AI infrastructure spending outpaces their cash generation.
The AI value chain is enter…
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7 Jul 2026, 16:21 UTC122 views8 reactionsread 8 August 2026 Photo
According to Citadel Securities, retail investors' risk appetite has reached a record high. Zero-day-to-expiration (0DTE) options now account for a record 48% of total retail options trading volume. Over the past five years, this share has more than tripled. Moreover, in May, 0DTE options represented a record 30% of all options trading volume in the U.S.
0DTE options are highly speculative and extremely volatile ins…
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5 Jul 2026, 18:09 UTC117 views8 reactionsread 8 August 2026 Photo
Gold allocations are at multi-decade highs, and they're still tiny.
Private investors hold just 2.7% of financial assets in gold.
In 1980 it was 8.3%. Central banks sit at 26.6% versus 62.4% back then.
The historical comparison suggests that the current bull market is being driven more by official-sector demand than by retail participation. While central banks have been accumulating gold at one of the fastest ra…
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5 Jul 2026, 16:48 UTC91 views8 reactionsread 8 August 2026 Photo
For 5,000 years, gold was humanity's ultimate safe haven. Bitcoin promised a digital alternative. Yet in 2026, investors are selling both to buy AI. Since April, roughly $12B has flowed out of U.S. gold and Bitcoin funds, while semiconductor funds attracted about $20B. The market is redefining what it considers a store of value, shifting from protection to innovation. But beneath the headlines, central banks continue…
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2 Jul 2026, 14:52 UTC104 views7 reactionsread 8 August 2026 Photo
Monthly tokenized stock trading volume reached a record $5.3 billion last month, up 44% month-over-month.
On Solana, cumulative tokenized stock transfers have officially surpassed $10 billion for the first time. In just one month, tokenized equity trading on Solana surged 180%, fueled by growing demand for tokenized real-world assets (RWAs). One-third of traders are now active over the weekend.
The rapid adoption of…
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Showing the 12 most recent of 20 posts we hold for @herculis_investments. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.