binge,

The AI boom is running on an $800 billion debt binge loaded into pensions and insurance portfolios and a single crack in that structure could hit retirees harder than Silicon Valley. Top households hold nearly all equities

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 on debt rather than equity. Around $800 billion in private credit is needed for these …

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Bank of America buried under $100B bond losses from 1% yield binge. $11.5T Treasury storm looms foreign buyers dump debt for gold

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 like China are dumping Treasuries for gold. If Trump disrupts this debt recycling, we’re staring …

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