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X @Bloomberg
Bloomberg· 2025-12-09 09:36
Funding & Expansion - The debt will be denominated in both US dollars and Japanese yen [1] - The funds will be used for expanding credit in India [1]
X @The Economist
The Economist· 2025-12-09 00:40
Caribbean countries, which are particularly vulnerable to the impact of climate change, accept generous offers to build infrastructure knowing full well that it leaves them in hock to China, one analyst says https://t.co/W07Qv3IVn3 ...
Oracle has to talk execution, 'not just promises', says DCLA's Sarat Sethi
Youtube· 2025-12-08 22:24
Group 1: Oracle - Oracle's recent quarter performance was not significant, but the focus is on its future pipeline and execution [1][2] - Investors are concerned about Oracle's negative cash flow and the management of its debt, which is seen as a potential overhang [2][3] - The stock has retraced over 30% of its previous gains, indicating investor caution [3] Group 2: Nvidia - Nvidia's stock is closely tied to OpenAI and Oracle, and investors are advised to wait before adding to their positions [3][4] - There is concern about potential oversupply in the market and the impact of hyperscalers reducing demand [5] Group 3: Retail Sector - Recent retail performance shows a divergence, with Walmart reporting strong numbers while Target did not, raising questions about consumer spending trends [6][7] - The wealthy consumer segment is driving spending in travel and leisure, benefiting companies like AMX and Delta, while lower-income consumers are pulling back [8] - The upcoming data from Costco will be crucial for understanding retail trends, especially ahead of the Christmas season [6][9]
Rattner: Trump’s promise of ‘no income tax’ is “ridiculous” under basic math
MSNBC· 2025-12-07 16:40
And we're going to be giving back refunds out of the tariffs because we've taken in literally trillions of dollars and we're going to be giving uh a nice uh dividend to the people in addition to reducing debt. You won't even have income tax to pay because the money we're taking in is so great. The word affordability is a conj job by the Democrats.>> He said we stopped inflation in its tracks. Well, that's not really true. He inherited inflation at 3%.As I said, it had come way, way down. It did go down a bi ...
X @The Economist
The Economist· 2025-12-07 12:20
Patrick Drahi’s approach to debt is singularly ruthless: borrow as much as possible, then squeeze the lenders https://t.co/5glb51JLpe ...
X @The Economist
The Economist· 2025-12-06 08:40
Taxation & Demographics - In Britain, birth year significantly impacts tax burden, potentially as much as income [1] - Those burdened by substantial academic debt may face the highest tax burden [1]
Netflix to Buy Warner Bros. for $72 Billion - What We Know
Bloomberg Television· 2025-12-05 16:24
So, yes, this is a very large credit facility or bridge bridge facility for this deal, $59 billion. It's large, but Netflix is a very strong credit. Right.Netflix is a company you would want to lend money to. So Netflix has single-A credit ratings and very, very low leverage ratio. It's growing EBITDA, significant free cash flow.So Netflix is a very strong company, a very good borrower. So it's not surprising that banks would line up to lend them money. Steve, Eventually this bridge facility is going to be ...
X @Bloomberg
Bloomberg· 2025-12-03 07:35
Thames Water reports a ballooning debt pile as negotiations continue to try to agree on a creditor-led rescue deal https://t.co/NbO7j1vYzs ...
X @Bloomberg
Bloomberg· 2025-12-02 22:35
A gauge of fear about Oracle’s debt closed at the highest level since the financial crisis after a flood of bond sales from tech giants amplified investor fears of an AI-fueled bubble https://t.co/qMzamHgWDv ...
X @Joe Consorti
Joe Consorti ⚡️· 2025-12-02 21:45
95% of Black Friday purchases were financed.Over 2/3 of the borrowing has a term of more than 30 days.Not a vote of confidence in the state of US consumers.Adam Cochran (adamscochran.eth) (@adamscochran):Breakdown of the Black Friday data tells us:-Consumer is weakening.-95% of sales volume was financed.-67% of that intends not to pay off within 30 days.-Roughly $1B was spent using BNPL models which are the worst debt.This points to a *really* unhealthy economy. ...