Who's Left Holding The 'CoreWeave' Collapse Bag? Investment Advisors Quintupled AI Datacenter Bond Holdings This Year
For most of 2026, AI credit was the trade nobody could afford to miss... This week, it became the trade nobody can get out of...
For most of 2026, AI credit was the trade nobody could afford to miss... This week, it became the trade nobody can get out of...
Armed citizens are responsible for stopping far more violent crimes than gun control advocates are willing to admit...
The pattern of the past ten months is now hard to ignore: hedge funds crowd into the same momentum/AI trade, the trade cracks, everyone de-grosses at once, and every strategy (stock pickers, quants and the levered pods) bleeds on the same day...
Phase one of the AI unwind was about direction. Phase two is about size...
X previously uncovered 200,000 suspected Chinese bot accounts, while Microsoft documented CCP-linked operatives impersonating American voters online...
"Sorry bro did you say something ?"
"You'll see - shootings will stop very quickly..."
"Within 5 minutes iPhone Duo Orders have slipped..."
Roadster's "rocket upgrade" showcases deep collaboration with SpaceX."
... structural forces are pushing the EU and China towards greater confrontation on trade...
Drivers said there is no justification for the ban, which they said would hurt hundreds of families and the horses.
"I find Zelensky to be more difficult to deal with than Putin."
...with Capacity Utilization accelerating... as semis surged
Some of the investors who sat through Wednesday's Anthropic pitch walked out talking about a price a quarter lower... The run-rate math says they're still paying 20x...
"Taken together, these comments indicate that the FOMC is set to pause in October. We continue to expect a second and final hike in December." - Goldman
The economy is running bad inflation, and the bad kind is the temporary kind, which is precisely why the bond market refuses to panic...
"It's like a tiny nuclear bomb. The mother of all bombs is one big bomb, but it's not nuclear."
Deutsche Bank says AI will sort companies into two groups, adopters and casualties, with "very little in between." That wrecks diversification, low-vol investing, and buying the dip...
...faces a "grand conspiracy" probe into the 2016 election interference... and conspired to undermine President Trump.
