Money & Economics
- Thread starter bigredfish
- Start date
None of it makes sense, that's why I'm parked on the sidelines in 4.5% CD's, 4% MMs, and a new shiny 5.8% fixed rate/term 3yr Annuity
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mat200
IPCT Contributor
- Jan 17, 2017
- 19,639
- 32,741
I’m way out of my league on the intricacies of bank repo and counterparty risk, but this does seem to tie directly to the ongoing concern about Private credit and big bank exposure to same.
As noted by some:
"The distinction that matters is collateral quality and loan duration, not private credit exposure alone, since long dated AI infrastructure debt can look fine until refinancing turns hostile"
Meaning, it was fine until it wasn't
Probably nothing...
As noted by some:
"The distinction that matters is collateral quality and loan duration, not private credit exposure alone, since long dated AI infrastructure debt can look fine until refinancing turns hostile"
Meaning, it was fine until it wasn't
Probably nothing...
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Annnnddd the markets are Bright Green and looking to set new ATH's!
FOMO before the crash?
FOMO before the crash?
Chokolinho
Known around here
How can the QQQ reach an all-time high given the current economic situation? 
Never forget the Golden Rule:
Markets can remain irrational longer than you can remain solvent
Markets can remain irrational longer than you can remain solvent
Hmmmm
JUST IN: U.S. Energy Secretary Chris Wright declares a “crisis” over diesel shortages.
JUST IN: U.S. Energy Secretary Chris Wright declares a “crisis” over diesel shortages.
Chokolinho
Known around here
The U.S. cannot and must not let the AI industry fail. That would have very serious consequences, given all the capital that has been invested in it.
It would be messy for sure.
I suspect we'll know its about to fail when Trump/.Gov buys equity in them to try and keep that from happening.