As we share below, the odds of a Fed Funds rate cut at the December FOMC meeting are down to 33%....
Oracle And CoreWeave CDS Spreads Widening: Omen Or Jitters
Fear is being spread on social media that some AI players are nearing default. The evidence, some...
Margin Debt Sets Records: Should We Be Concerned?
There is a strong historical relationship between margin debt and the stock market. Given that...
Apple Out Google In: Warren Buffett’s Latest Moves
Warren Buffett’s Berkshire Hathaway has long viewed Apple as its crown jewel. In early 2024,...
Is Strategy Dragging Bitcoin Down?
Bitcoin is up 2% year to date, but the share price of the world’s largest holder of Bitcoin,...
The Bearish Bond Narrative Fades
Not that long ago, bond yields were rising as concerns over deficits, inflation, and a series of...
Data Center Debt: Can Oracle Hang With The Big Boys?
Meta and Google recently borrowed a combined $55 billion in the corporate bond market. As we share...
50 Year Mortgages: Pros And Cons
President Trump proposed, with the full support of Federal Housing Director Bill Pulte, that...
An Economic Data Flood Is Coming: Does It Matter?
Buckle Up! With the end of the government shutdown and the return to work of government employees...
One Trillion Dollar Package For Musk If He Delivers
With over 75% support, Tesla shareholders approved Elon Musk’s record-breaking, one trillion...
