A hub for independent voices and signals
If this AI debt bubble ever pops, it won’t be just the Silicon Valley taking the first hit, it’ll be your pension and retirement funds. Why? Because the AI buildout has gotten so capital intensive that companies are relying heavily …
If they cut the bond market will instantly drive the yield back up . Rates are based on risk we are an insolvent nation drowning in debt that can't even afford the interest only payments . — Jason the mason …
Bank of America’s sitting on $700B in bonds bought at 1% yields in 2020. Those bonds are down ~40%, hiding $100B in losses. Meanwhile, the Treasury needs to refinance $9T and issue $2.5T in new debt this year. Foreign buyers …
by Michael Americans are going into debt as if tomorrow will never come, but of course tomorrow always arrives eventually. What we are witnessing right now is truly a historic debt binge, and to many of the experts it seems …