Credit spreads spike while S&P barely moves, history says bear markets follow. Investors have rotated into cash at the fastest rate since the COVID-19 pandemic. “Buy the first pullback after a new high, sell the first rally after a new low.”

The bond market is getting twitchy. Over the past 20 years, when credit spreads blew out but the S&P 500 wasn't even beyond a pullback yet, it was 3-for-3 in bear markets. h/t @sentimentrader pic.twitter.com/xiba9GU3z2 — Jason Goepfert (@jasongoepfert) March …

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CAPEX investements “competition” will now be replaced with who of MAG7 borrowed more. BofA: only Microsoft generating cash flow in excess of capex in FY26. Someone is buying $17M+ worth of $QQQ puts for 3/6

CAPEX investements "competition" will now be replaced with who of MAG7 borrowed more. — Alex_Swiss_Investor (@Alex70848763197) February 9, 2026 Per Grok: These SEC filings allow companies to prepare for issuing securities like stocks or bonds. Google’s 424B5 prospectus supplements a …

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Dec 31, Coreweave is on fumes for cash, and announces new loan terms that allow “unlimited equity cures” for “any failure to satisify debt service”…. Jan 26, Nvidia invests $2b at $87/share.

Our entire market and economy is a house of card of debts — ZeroSumTruths (@ZeroSumTruths) January 26, 2026 Meanwhile: TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30,000 people or sell …

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