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.
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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 →4/ Div yield > 3% is getting spicy. Levels we haven't seen in over a decade. $MCD Yes, div is safe. But earnings multiple is rich. Hence the problem for equity holders. https://t.co/3aHLDM1dbV
View original →3/ No surprise, Street is cutting targets. $MCD BMO Capital, $310 (-7.5%) — from $335. BTIG, $295 (-15.7%) — from $350. Evercore ISI, $300 (-6.3%) — from $320. But this is where sellside can't be trusted--they always wear the equity hat, never the credit one. And they cut when problems are confirmed, not when anticipated.
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