fantastic report for the week ahead
Sunday Setup: Wednesday decides whether big tech can outrun the Fed and $100 oil.
Fed at 2 PM ET, then Microsoft and Alphabet after the close. Here's the whole week, day by day:
mrkts.gg/desk/sunday-setup-2…
elon popping the AI bubble after front running the Anthropic and OpenAI IPO is like watching an episode of billions and succession lol
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
only three types of men are allowed to wear new balances..
1. billionaires
2. men over 40
3. fathers
i created the ultimate Bull vs Bear challenge in grok bot to face off two legendary investors in agentic form.
@michaeljburry vs @ChrisCamillo
this is going to take some time to marinate and allow citizens to fathom what happened here… elon cooked 🔥
Morning Brief: CPI day. S&P proxy +0.2% premarket, vol softer, Dow leading. September CPI at 8:30 AM ET; BofA −1.4% after a $1.2B federal penalty, BlackRock +3.5% on a reported beat. Mood: Calm.
mrkts.gg/briefs/morning-2026…
this what it looks like when an asset is burned so it means 1. altman no longer has a use of him and 2. they got all the information they need
Morning Brief — Empty Monday into banks & CPI. Oil firmer premarket, equities flat; bonds shut for Columbus Day.
mrkts.gg/briefs/morning-2026…
