Are you worried about the air froth. So, you know, there's something by the way, this is a time of year. You tend to get momentum, gets chased out of the markets, particularly today, where you have ambiguity around some trends that are taking place.So, by the way, I know I don't think it's an air bubble and I don't think there's too much froth in depending on where you go. If you look at some of the big hyperscalers that trade at 22 to 25, 26 times earnings and they throw off ROIC return on equity of 30, 35 ...

RT aphid7 (@_aphid7)The state requires constant GDP/tax receipt growth to service our debt, and to get better terms for new debt.The easiest way to do this is just expanding the labor force, like with married women. When they exhausted that resource they then turned to "skilled" migrant labor. https://t.co/yK83ICB1VQ ...

For more on the hyperscaler debt explosion, let's bring in Bond Click CEO Chris White. And we by explosion, we mean just the amount of issuance, not that anything bad has happened. Chris, great to have you with us.Just wanted to be clear on that. How do you interpret uh the widening spreads that we've seen recently. Is it is it fears about how this money is being spent, fears about the companies themselves, or is it the anticipation that there's going to be so much more supply hitting the market.Well, first ...

Well, as this doubt has been brewing about the hyperscalers, they have been rushing to the bond market to help fund their AI ambitions. The amount raised by companies like Met and Oracle ballooned to more than $75 billion. That's just since September.The chairwoman has been watching this trend. She's got the fine print tonight on it. As she does the fine print, I want to thank Andy Conson at Damp Spring uh for putting this together.So this is some hyperscalers how their spreads have moved which is a sign of ...

The International Monetary Fund is working hard to reach a new program for Senegal, mission chief Edward Gemayel said following talks to resolve the fallout from billions of dollars in undisclosed debt that have strained the nation’s finances https://t.co/VDwfGbXVEg ...

Economic Cycles & Debt - Excessive debt coupled with economic downturns can lead to financial bubbles bursting, forcing countries to choose between defaulting or printing money [1] - Historically, financial crises have been triggered by financial excesses and the costs of wars, as seen with the Dutch, British, and the US [2] - Governments often resort to printing money to manage debt, which devalues the currency and raises inflation [1] Internal Conflict & Political Extremism - Economic hardship, declining living standards, and wealth inequality exacerbate internal conflicts among different groups [3] - Political extremism arises as populism of the left seeks wealth redistribution, while populism of the right aims to preserve wealth [3] - Rising taxes on the wealthy during turbulent times can lead to capital flight, reducing tax revenue and hollowing out the economy [4] Societal Instability & Leadership - Capital flight and turbulent conditions undermine productivity, shrinking the economic pie and intensifying conflicts [5] - Populist leaders emerge, promising order and control, challenging democracy and potentially leading to strong, authoritarian leadership [5]

Javier Cuellar is making big bets. Upon launching a complex $9 billion debt deal in Swiss francs, dollars, and pesos, Colombia’s public credit director said he was taking an unprecedented risk https://t.co/6mJR1Cio7P ...

BREAKING: 🇺🇸 US Treasury just bought back $2,000,000,000 of its own debt.Bullish for markets. https://t.co/Nie6Tph4gL ...

Labor Market & Social Unrest - The US has approximately 1 million lawyers, leading to potential displacement of other workers [1] - Displacement of lawyers and non-profit employees could trigger social unrest [1] - Frustrated members of the striving class often ferment revolutions [2] Economic Disillusionment - Young people burdened with $400,000 in debt are facing disillusionment as expected life progression (home buying, good living) fails to materialize [3] - The Mandani election surge may be linked to young people's disillusionment stemming from college debt and unfulfilled expectations [3] Societal Impact - Displacement of factory workers has led to negative consequences like drug abuse and unhealthy eating habits [1]

Chancellor of the Exchequer Rachel Reeves needs to run primary budget surpluses, a feat Britain last achieved quarter of a century ago, to get a grip on the country’s “unsustainable” debt trajectory, a leading economic think tank warned https://t.co/u7g7dUsvV7 ...