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... Read more โ
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Open in 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... Read more โ
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... Read more โ
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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.
๐ฑ๏ธ 10-, 20- and 30-year Treasury yields are at 24-year highs.
๐ฑ๏ธ Inflation is 3.4%, above... Read more โ
๐ฑ๏ธ 10-, 20- and 30-year Treasury yields are at 24-year highs.
๐ฑ๏ธ Inflation is 3.4%, above... Read more โ
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Leopold Aschenbrenner opened 4 option positions two weeks ago. He paid $96M, and all 4 expired in the money.
๐ฑ๏ธ Micron (MU), strike $1,000.
๐ฑ๏ธ SanDisk (SNDK), strike $1,600.
๐ฑ๏ธ Intel (INTC), strike... Read more โ
๐ฑ๏ธ Micron (MU), strike $1,000.
๐ฑ๏ธ SanDisk (SNDK), strike $1,600.
๐ฑ๏ธ Intel (INTC), strike... Read more โ
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