Independent thinking for complex markets and current events
Elephant Butte drops to 9% — New Mexico’s largest lake is vanishing, and an entire town built on the water is going dry. Elephant Butte Reservoir on the Rio Grande has fallen to 9.6% full, and officials project it could hit just 2% of capacity by late August 2026. After the earliest snowmelt on record …
Oracle was planning to build a massive $10 billion AI data center in Michigan with OpenAI as part of their Stargate. initiative. But Blue Owl Capital, the investment firm financing it, just walked away from the deal. The reason? Oracle’s debt has exploded to $108 billion and lenders are getting nervous about whether the company …
Is this what I think it is? The AI bubble losing air? — Berm (@BryanDu40529739) January 22, 2025 The partnership with OpenAI, once a beacon of innovation and promise, now stands as a double-edged sword, its financial demands growing ever more insatiable.
A CAPE ratio of 37.0 feels like walking into a storm with no umbrella. The fact that it’s only been higher twice in history says it all—this is rare air, and it’s hard to breathe up here. The stock market's CAPE ratio is clocking in at 37.0. It has only been higher than this twice …
Yikes. So how can Japan keep their 10 year bond yield at 1.1% with their 30 year bond ripping higher? Their 2 year bond yield is .6% None of this seems sustainable Their currency will get trashed. https://t.co/zRpxIojQl6 — QE Infinity (@StealthQE4) January 15, 2025 And yet isn’t enough… JGB 30Y yield now rising to …
It’s with a heavy heart that I share an important update about the future of CWR. Due to a significant drop in ad revenue and low membership sign-ups, I have no choice but to implement a metered paywall in the coming days. After offering free content and working full-time to sustain this platform, I’ve gone …
NVDA IS the ticking time bomb. The numbers were a sham to begin with. They can’t sustain it. — Uncle Milty’s Ghost (@his_eminence_j) September 17, 2024 ⚠️NVIDIA'S CEO JUST SOLD $26 MILLION WORTH OF THE COMPANY'S STOCK⚠️ The dump took place on September 10th and 11th. Since the start of July, Jensen Huang has sold …