US high-yield credit market stress is rising sharply, with spreads for CCC-rated and lower corporate bonds up to 12.0%, their widest level since November 2022.
Over the last 5 months, spreads surged... Читати далі →
Venture Capital
@ventureThe official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities. Buy Ads: @strategy (this is our only account).
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Відкрити в Telegram Diversification is dying.
For every $1 invested in the S&P 500, its 10 largest stocks get about 41 cents: Nvidia ($NVDA) 8 cents, Apple ($AAPL) 7 cents, Microsoft ($MSFT) and Alphabet ($GOOGL) 6 cents... Читати далі →
For every $1 invested in the S&P 500, its 10 largest stocks get about 41 cents: Nvidia ($NVDA) 8 cents, Apple ($AAPL) 7 cents, Microsoft ($MSFT) and Alphabet ($GOOGL) 6 cents... Читати далі →
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The S&P 500 just hit its 28th record high of 2026, crossing $71 trillion in market cap for the first time.
🖱️ 10-, 20- and 30-year Treasury yields are at 24-year highs.
🖱️ Inflation is 3.4%, above... Читати далі →
🖱️ 10-, 20- and 30-year Treasury yields are at 24-year highs.
🖱️ Inflation is 3.4%, above... Читати далі →
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Leopold Aschenbrenner opened 4 option positions two weeks ago. He paid $96M, and all 4 expired in the money.
🖱️ Micron (MU), strike $1,000.
🖱️ SanDisk (SNDK), strike $1,600.
🖱️ Intel (INTC), strike... Читати далі →
🖱️ Micron (MU), strike $1,000.
🖱️ SanDisk (SNDK), strike $1,600.
🖱️ Intel (INTC), strike... Читати далі →
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🔗 AI Boom Rebuilds the Stock Market
a16z’s State of Markets II report says technology generated about 76% of S&P 500 profit growth in 2026. Capital is shifting from software toward physical... Читати далі →
a16z’s State of Markets II report says technology generated about 76% of S&P 500 profit growth in 2026. Capital is shifting from software toward physical... Читати далі →
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✊ Trump Forms Super Intelligence Force
Trump announced a Super Intelligence Force on Sunday, led by intelligence chief Jay Clayton. It includes the FTC chair, the Pentagon research under secretary,... Читати далі →
Trump announced a Super Intelligence Force on Sunday, led by intelligence chief Jay Clayton. It includes the FTC chair, the Pentagon research under secretary,... Читати далі →
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❕ Long-Term Unemployment Is Rising
Nearly 2 million Americans have been out of work for over 6 months, the 3rd-worst stretch since the Great Recession. Long-term unemployment now represents 27% of all... Читати далі →
Nearly 2 million Americans have been out of work for over 6 months, the 3rd-worst stretch since the Great Recession. Long-term unemployment now represents 27% of all... Читати далі →
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🚀 SpaceX Revenue Mix Shifts
Elon Musk says ~90% of $SPCX revenue this year will be commercial, with government revenue below 5% in Q4.
Starlink has shifted SpaceX toward a connectivity platform, not... Читати далі →
Elon Musk says ~90% of $SPCX revenue this year will be commercial, with government revenue below 5% in Q4.
Starlink has shifted SpaceX toward a connectivity platform, not... Читати далі →
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