1 month ago
372 big bankruptcies in six months, the most since 2010. Yet the reward for owning junk debt is near a record low. Those two don't belong together.
One crowded trade is holding the whole index still. It's made billions — and it already broke once this year.
At year-end, the overnight repo rate punched through the Fed's ceiling. The cushion that used to prevent that is gone — and the Fed is buying Treasuries again.
Companies bought a record $1.02 trillion of their own stock. The insiders running them are selling four shares for every one they buy.
Oracle's default insurance just hit a record while the whole bond market yawns. We followed the money behind the AI buildout.
2 months ago
QT is over. And QE is quietly back, just under a different name.
Single-stock volatility is three times the index. Someone is selling the gap.
It buys high and sells low, on purpose, and it keeps growing.
A monthly check that shrinks what you started with.
