Independent thinking for complex markets and current events
A.I DEBT BUBBLE Amazon (AMZN): The highest total debt at $160.4 billion. Microsoft (MSFT): Total debt stands at $120.4 billion, Meta Platforms (META): $51.1 billion in total debt Alphabet (GOOG/GOOGL): $44.2 billion total debt, CoreWeave (CRWV): Total debt at approximately $14 billion (extreme leverage- Insurance spreads have skyrocketed and default bets sit at 40% next …
Those junk mail envelopes come with prepaid return postage. If everyone sent them back stuffed with their own junk mail, the original senders would be stuck footing the bill for the return postage. If everyone did this it would annoy the junkers a little. Right?? — Austin Spitler (@fedmykidkorn) April 1, 2025
Israel tacitly encouraged Hamas to stay in power, according to the New York Times. In some cases, Israeli support was more obvious. Israeli security forces would help escort millions in funds into Gaza, helping Hamas, NYT reported. Israeli officials are facing backlash after years of Prime Minister Benjamin “Bibi” Netanyahu quietly allowing Hamas to remain …