MCDMcDonald'sBearishMcDonald's
9/29/2026 on
@_The_Prophet__ I agree. A viscous cycle when growth-equity becomes bond proxies. Investors forget you couldn’t give $MCD away in mid 2010s.
View original →
25+ Yrs Investing + Operating in Consumer Transformations | Vindico Capital x SUNDAY SESH | Ex-Soros, Magnetar, $TPB | Watch The Periphery
Cite asCryptoQuant has tracked the directional calls on MCD by @srg444 on X since Apr 2026: not yet scored on MCD (as of Nov 11, 2026).
5 MCD calls on record, a thin history.
Relative view by default: fewer than 30 MCD calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @srg444 to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
@_The_Prophet__ I agree. A viscous cycle when growth-equity becomes bond proxies. Investors forget you couldn’t give $MCD away in mid 2010s.
View original →1/ BofA’s $30 $NKE target implies a ~5.5% dividend yield on its downgrade. Like $MCD yesterday, sellside is looking through the growth-equity lens—and missing the anomaly in dividend yield versus history. Clearing the deck for management imho. https://t.co/h1cy9WdaUO
View original →
