Interesting take on the long bond/yield dynamic — do you think the gold bull is being driven more by inflation expectations or by structural distrust in government debt?

Bullish. 

$WBD shareholders have been rewarded enough... treated with 10x better treatment than paramount shareholders. Let them keep their debt. Netflix is.

Thanks for sharing your views in the sector.

In the last paragraph you discuss valuations in the sector based on a percentage of distributable cash flow without context. Is this 5-yr? 10-yr? 20-yr? How does this compare to historical valuation range?

I replied to you above, so you will know how to do it. Just remember, it seems to be disabled from replying to comments, for some reason. But it works on new comments like your original one.

Hi James, you need to click the checkbox for the "advanced text editor," as seen in the screenshot. It's not showing when I reply to a comment fo some reason, but is there on an original comment.  Then you can get additional options, like the option to hyperlink an article. Both are circled in my screenshot. 

Then you can add a hyerplink like this:
https://talkmarkets.com/content/stocks--equities/invest-in-us-exceptionalism?post=531078

Or you make it even nicer looking like: 
Invest In U.S. Exceptionalism

 

Thanks.

These are two of my favorite companies.

What's your take on this article I just read on TalkMarkets?
Rare Earth Metals Stocks Are Down 14% So Far This Week - Here's Why

Great summary! It’s impressive to see McDonald’s raise its quarterly dividend to $1.86/share as of Dec 15, 2025 (from $1.77) — a ~5% bump. Given their track record of consistent increases, this reinforces their appeal to income-oriented investors. One question: with a forward yield of ~2.43% at current price and a yield-on-cost of 5.01% for the author’s cost basis, how do you view the trade-off between yield and growth potential for this company versus higher-yield alternatives?