Independent thinking for complex markets and current events
CDS MARKET FLASHING WARNING SIGNS: CDS spreads continue to surge for AI companies. Oracle, CoreWeave 10Y CDS spreads are up over 30% in the past month alone, with other major players also up double digits. We are seeing a ton of heavy, upfront “capex” spending by these companies. Not only that, but these hyperscalers are …
Smells like #enron, sounds like Skillings, arrogant like Worldcom and Maddox, magically connected like Sam Bankman Fried, and a habitual liar claimed by his board, close friends, associates and relatives. cannot make this crap up. https://t.co/H5jpiWYyDN — Gary Cardone (@GaryCardone) November 6, 2025 Not to mention this shady shit. OpenAI whistleblower who died was being …
https://twitter.com/SilvioVassalli/status/1976274291399541058 Oops! 👇🏼 https://t.co/jvblybqt9n pic.twitter.com/1i3dLKnzQB — Kalani o Māui (@MauiBoyMacro) October 9, 2025 “The Debtors estimate that they have between $10 billion and $50 billion in liabilities.” — Chapter 11 Voluntary Petition, Southern District of Texas Bankruptcy Court https://restructuring.ra.kroll.com/firstbrands/Home-Index “While the official filing lists liabilities between $10 billion and $50 billion, several creditors now fear …
Time is a flat circle. I have a feeling there’s going to be a lot of 20-35 year olds looking for entry level jobs again soon 😅 — The Salty Doc (@saltydocEM) September 29, 2025 Whoever is running the simulation we’re living in has a sense of humor Enron was replaced by Nvidia in the …
Property owners are going to want accountability.
Evergrande is accused of committing fraud totaling $78 billion, which would make it the largest case of financial fraud in history, surpassing that of Enron, WorldCom, FTX, and even Madoff's $68 billion ponzi. pic.twitter.com/cpnvpJkWBb — Win Smart, CFA (@WinfieldSmart) May 14, 2024 Brace for seismic tremors in the financial world as Evergrande, the Chinese real …