Sean Peche me-retweet
Sean Peche
3.8K posts
Sean Peche
@SeanPeche
Portfolio Manager of Ranmore Global Equity Fund
Woking, South East Bergabung Aralık 2011
808 Mengikuti3.4K Pengikut
@Mandyngqu Sorry for you and your sons’s loss, Mandy. Help is universal so I hope there are some useful resources on this U.K. website for you childbereavementuk.org/supporting-ber…
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We lost my partner last October, our 4 year old son struggles with seeing kids dropped off by their dads at school. This week has been hell, he cries inconsolable. He told us he is sad and wants his dad. I don't know if there's therapy for his age or what needs to be done 💔
Sophia ❣️@KeruboSk
What’s the grief milestone nobody prepares you for? Not the funeral. Not the first year. The weird specific one nobody talks about.
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@ndlovu_anele @Mandyngqu Hi Anele, What’s the name of the hospice? Please ask them to get on the Helpmore Trust Index helpmorecharity.com
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Yes there is therapy for his age and it helps. My son's dad died 10 years when my son was 5 and would turn 6 later that year. He went to therapy at a Hospice which helped him understand that death is normal and that other kids have also lost their parents. My biggest worry was that he would think it's only him that didn't have a dad but others kids who's parents had been at Hospice made him see that he wasn't alone. He went for a good year. Let teachers and other around him know how he feels. Father's Day will come up and the class activities around that will make it worse for him but if the teacher knows, they can work around it.
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Sean Peche me-retweet
This statement changes nothing.
The President has threatened a genocide against the Iranian people, and is continuing to leverage that threat.
He has launched a massive war of enormous risk and of catastrophic consequence without reason, rationale, nor Congressional authorization - which is as clear a violation of the Constitution as any. Each day this goes on, the risk and criminality of these actions escalate for our nation and the world.
Moreover, this administration’s self enrichment, insider trading, and pure corruption off this chaos - from crypto currencies to predictive trading markets to bribe “settlements” - has placed the Trump administration’s pursuit of personal wealth squarely against the wellbeing of our nation and its people.
All of these incidents, and plenty more, have clearly driven our country past the threshold for impeachment or invocation of the 25th amendment.
We cannot risk the world nor the wellbeing of our nation any longer. None of these considerations should be partisan, but shared in good faith by Americans of all backgrounds who care for the safety and stability of the United States.
Whether by his Cabinet or Congress, the President must be removed from office. We are playing with the brink.
Evan Hill@evanhill
Trump declares two-week ceasefire after threatening to destroy Iranian civilization @realDonaldTrump/posts/116365796713313030" target="_blank" rel="nofollow noopener">truthsocial.com/@realDonaldTru…
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Sean Peche me-retweet
Sean Peche me-retweet
Sadio Mane, a Senegalese soccer star, earns approximately $10.2 million annually. He gave the world a rude awakenng after some fans were flabbergasted when they saw him carrying a cracked iPhone 11. His response was awesome:
"Why would I want ten Ferraris, 20 diamond watches, and two jet planes? I starved, I worked in the fields, played brefoot, and I didn't go to school. Now I can help people. I prefer to build schools and give poor people food or clothing. I have built schools and a stadium, provide clothes, shoes, and food for people in extreme poverty. In addition, I give 70 euros per month to all people from a very poor Senegalese region in order to contribute to their family economy. I do not need to display luxury cars, luxury homes, trips, and even planes. I prefer that my people receive some of what life has given me.
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Trump right now in his live address: "We're going to hit [Iran] extremely hard over the next 2 to 3 weeks, we're going to bring them back to the stone ages where they belong."
Pure savagery. And textbook genocidal: saying the Iranian people "belong" in the stone ages means he's targeting them as a people, which is the definition of genocidal intent.
That's where letting Gaza happen without consequences gets you...
Also pretty ironical to call others primitive while sounding like a barbarian king on bath salts.
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Sean Peche me-retweet
Peter Lynch: "I went down more than the market everytime! I just don't worry about it"
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The invert of Warren Buffett’s quote “It's better to hang out with people better than you. Pick out associates whose behavior is better than yours and you'll drift in that direction."
And explains why Trump is such a loser
Acyn@Acyn
Trump: I hang out with losers because it makes be feel better. I hate guys that are very, very successful and you have to listen to their success stories. I like people that like to listen to my success.
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Sean Peche me-retweet
For years they told you stock picking was dead.
"Just buy the index. Don't bother with research. The passive bid will carry you."
I'm here to tell you that era is OVER. And the people who don't adjust are going to pay for it.
The S&P 500 just broke below its 200 day moving average for the first time in 214 sessions. It's on pace for its fourth consecutive losing week.
The Mag 7 which carried the entire market for 3 years are getting dismantled.
Microsoft down 18% year to date. Amazon down 10%. The Roundhill Magnificent Seven ETF down 6% while the equal-weight S&P is outperforming.
The rotation I've been calling for is here. R is for Rotation, not Recession.
But here's what most people don't understand about passive investing, and why this unwind could be SAVAGE:
The machine that drove prices up without caring about fundamentals is going to drive them down the same way. There's been no real price discovery in large-cap US equities for years.
Money flowed in because money was flowing in. That's NOT investing.
I saw the exact same dynamic in Japan in the 1980s. I ran the Fidelity Overseas Fund during that bubble.
The Japanese market got to two-thirds of the entire non US equity index. Banks traded at 100x earnings, 10x book.
The float was so tight you couldn't buy or sell ANYTHING in size without moving the market 20%.
Jeremy Grantham, John Templeton - all the greats were screaming about it.
They were early. But once the worm turned, it was fast. And the beautiful part was you didn't need to be a genius. You just had to avoid Japan and index everything else. Hit them where they ain't.
That's where we are with US mega-cap tech right now.
You don't need to make complicated bets. Just stop being concentrated in the same 7 stocks that everyone else owns.
Step 1: switch your cap-weighted S&P into the equal-weight RSP. Overnight you cut your Mag 7 exposure from 35% to 0.2% per name. The equal weight has been winning all year. I think that continues.
Step 2: look overseas. International markets have been outperforming the US in 2026. European equities, Japanese stocks, emerging markets - all cheaper, all under-owned, all benefiting from the capital rotation out of US tech.
Step 3: get into real assets. Gold. Energy. Commodities. These are the sectors that perform when inflation is the dominant risk, which it is. Oil at $96 with a war in the Persian Gulf isn't going back to $50 regardless of what any politician promises.
And step 4: if you have the stomach for it, there's a portfolio of overvalued garbage out there that's going to get cut in half. Companies with no earnings, no moat, and no reason to exist at current prices. The short side hasn't been this attractive since 2000.
After years of the index crushing active managers, the tables have TURNED.
Dispersion is widening. Fundamentals are starting to matter again.
Stock picking isn't dead.
IT WAS JUST SLEEPING
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@PolemicTMM “If an asset class has a conference in Las Vegas, short it.” 😂👏
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Today's Post
Polemic's Trading Aphorisms
polemicpaine.substack.com/p/polemics-tra…
Hard learned Top Tips from a seasoned practitioner
A sample below. But many more in the post.
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Sean Peche me-retweet
RETWEET if you stand with the Obamas against Trump’s racist attacks!
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This is why America’s best days are behind it. #DonaldTrump is an embarrassment to the USA and the underperformance of the U.S. stock market since he was inaugurated is telling us that
Gandalv@Microinteracti1
This video should unsettle anyone who takes the United States seriously as a nation. Because it exposes something dangerous: the trivialization of the world's most consequential office. It shows how carelessly the power, credibility, and accumulated moral authority of a superpower can be squandered for a few seconds of viral attention. In any other major democracy, this behavior from a head of state would trigger a constitutional crisis. Paris would burn. Berlin would convene emergency sessions. In the Nordic countries, resignation would follow within hours. Across functioning democracies, the public, institutions, and political class would recognize this for what it is: an assault on the dignity of the state itself. Leaders are not free to perform as entertainers without consequence. National honor is not personal property, it's held in trust. But the United States is not just another country with a provocateur in charge. It is the linchpin of global order. It maintains formal alliances and security guarantees with forty to fifty nations. It underwrites the financial architecture, trade systems, and diplomatic frameworks that billions of people depend on daily. When the American president speaks—or posts—it doesn't land as satire, meme, or personal whim. It reads as a signal about what the country is becoming. American power has never relied solely on carrier strike groups or economic output. It has rested on something more fragile and more valuable: trust. The belief that beneath domestic turbulence lies institutional seriousness, predictability, and a baseline commitment to dignity. That belief is now disintegrating in real time. Millions of American companies operate globally. They negotiate multibillion-dollar contracts in environments where reputation is currency. Boardrooms in Frankfurt, Singapore, and Dubai aren't debating whether a post was clever—they're asking whether the United States remains a reliable partner. Whether agreements signed today will be honored tomorrow. Whether American leadership has devolved from institutional to purely theatrical. Consider tourism, which sustains millions of American jobs—airlines, hotels, restaurants, museums, entire regional economies. Soft power isn't an abstraction. It materializes in flight bookings, conference locations, study-abroad programs, and decades of accumulated goodwill. A quiet, decentralized boycott doesn't require government action—only a collective sense that a nation no longer respects itself. Now picture this image being studied by foreign ministers, central bank governors, defense strategists, and sovereign wealth fund managers. Picture them asking a coldly rational question: How do we write binding thirty-year agreements with a country whose public face will be this, relentlessly, for years to come? How do we plan for the long term when the tone is impulsive, mocking, and unbound by the gravity of office? This is where the real calculus begins. Trillions in foreign capital depend on confidence that America is stable, credible, and rule-governed. That confidence is now being traded for what, exactly? Applause from an online mob? A dopamine rush from manufactured outrage? Content designed to dominate the news cycle rather than serve the national interest? Every serious nation eventually confronts this choice: burn long-term credibility for short-term spectacle, or safeguard the reputation previous generations bled to build. The United States spent eighty years constructing an image of reliability, restraint, and leadership under pressure. That image wasn't born from perfection—it came from a visible commitment to standards that transcended impulse. This isn't a partisan issue. Europeans who value democratic norms recognize something ominously familiar here. Americans—Democrat and Republican alike—who believe in responsibility and restraint should see it too. Power attracts scrutiny. Leadership demands discipline. A superpower cannot behave like a reality TV contestant without paying a price. The presidency is not a personal broadcast channel. It's a symbol carried on behalf of 330 million people and countless international partners who never voted but whose lives are shaped by American decisions anyway. Every post either reinforces or erodes the idea that America can be counted on when it matters most. So the question is no longer whether this is offensive. The question is whether this is who America chooses to be: a nation that trades a century of hard-won reputation for viral moments. A country that replaces statecraft with content creation. A republic governed like a season of reality television. History offers a harsh lesson here. Great powers don't fall because enemies mock them. They collapse when they begin mocking themselves—publicly, proudly, and without grasping the cost until it's far too late. Stay connected, Follow Gandalv @Microinteracti1
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@PolemicTMM Spot on. “Never bet against the USA” worked when you had an independent judiciary and central bank, an honest president, free trade, international allies and reasonable valuations. The environment has changed and that means historical returns count for nothing.
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Post from December on the over focus on US markets, especially in respect to small investors. EM is neglected.
polemicpaine.substack.com/p/capital-emig…
Polemic Paine@PolemicTMM
It's much easier to just steer clear of playing in US assets. It's a big old world out there. You don't NEED to own US assets if you are not US based.
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@FundFanatic Screwdrivers aren’t trading at low single digit free cash flow yields when adjusting for SBC
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Nvidia boss Jensen Huang, branded software sell-off “the most illogical thing in the world”. Speaking on Tuesday, he said: “There’s this notion that the tool is in decline & being replaced by AI. Would you use a screwdriver or invent a new screwdriver?” telegraph.co.uk/business/2026/…
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@Scaramucci You’d say he’s been wrong so shouldn’t listen to him. He’d say he was early so you should. The fact is - Bitcoin hasn’t performed as a store of value in its moment of truth (weak US$) and the price action suggests supply is overwhelming demand. Could change, but not not for me
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I asked AI how long he has been a bear. Bitcoin is up 2-3x since he started sh—ting on it.
Richard Farr@farrmacro
Concur with @michaeljburry . Our BTC price target is 0.0. That's not just for shock factor. It's where the math takes us. It's not worked as a dollar hedge, rather it's just a speculative instrument correlated to the Nasdaq. It's not gaining any traction as medium of exchange. No serious central bank will ever own something where Michael Saylor controls the float. The miners (who are the network) are bleeding cash. It's horribly inefficient as a transaction processor and wastes tremendous amounts of energy. Nothing "green" about this "coin". We think it's a zero. ibtimes.co.uk/michael-burry-…
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@LizThomasStrat No one knows what the earnings will be for these companies 12m from now and even if they compress to 20x earnings, a 5% yield doesn’t sound very attractive given the risk and constant share dilution. No thank you
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Software's forward 12m P/E has compressed from 33.1x to 23.2x, multiple contraction of 30%. Valuations are now approaching the 2022 and Covid lows...
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