| Post AzSn2dI3OPYNgOreng by [email protected] | |
| More posts by [email protected] | |
| Post #AzRjkjhgJc4TLAfNNQ by [email protected] | |
| 0 likes, 5 repeats | |
| AI companies are raising huge amounts of debt off the bookshttps://archive.ph/2… | |
| Post #AzRjkjpTqcJFjMJbX6 by [email protected] | |
| 0 likes, 1 repeats | |
| @davidgerard FOMO overrules Fudiciary Duty. | |
| Post #AzRkMSINUEciM1ohAe by [email protected] | |
| 0 likes, 1 repeats | |
| @davidgerard *laughs in 2007* | |
| Post #AzRsUCcSSAC3gZPjYe by [email protected] | |
| 0 likes, 0 repeats | |
| @davidgerard So where is the money for this debt coming from?Useful to know wha… | |
| Post #AzRsUCkbxqiQ5rEFGa by [email protected] | |
| 0 likes, 1 repeats | |
| @davidgerard From ChatGPT...So who exactly “will be at risk”?In summary:Ban… | |
| Post #AzRsZDGDUqC37eOrZI by [email protected] | |
| 0 likes, 1 repeats | |
| @davidgerard Note, I rarely use AI - just enjoyed the irony | |
| Post #AzSFDXp6f6NrTIM91E by [email protected] | |
| 0 likes, 0 repeats | |
| @davidgerard pointing to another bond crash when their stocks crash | |
| Post #AzSFFwlMuKvXOqklNY by [email protected] | |
| 0 likes, 0 repeats | |
| @peteriskrisjanis it's 1928, the party will never* end! | |
| Post #AzSFRcxoLZ4HT68vI0 by [email protected] | |
| 0 likes, 0 repeats | |
| @davidgerard off books debt financing is the harbinger of financial doom.We hav… | |
| Post #AzSFS0Vymh48VjJ2Ey by [email protected] | |
| 0 likes, 0 repeats | |
| @davidgerard And … “The governor of the Bank of England, Andrew Bailey, has… | |
| Post #AzSFai3cmHF7sAC10y by [email protected] | |
| 0 likes, 0 repeats | |
| @davidgerard oh, cool. Definitely cool. Not worried. Yup. All things good. | |
| Post #AzSFcckxSS1G0jNHwO by [email protected] | |
| 0 likes, 0 repeats | |
| @davidgerard oh cool, Enron tactics. That should be fine, they were the smartes… | |
| Post #AzSFsue8i8go83x6XI by [email protected] | |
| 0 likes, 0 repeats | |
| @davidgerard This is going to make Enron and the Subprime Crash look like Thurs… | |
| Post #AzSFxx6czgrXClgGG0 by [email protected] | |
| 0 likes, 0 repeats | |
| @drahardja Not just the US economy, alas@davidgerard | |
| Post #AzSFxxE4Y0ojZrACrQ by [email protected] | |
| 0 likes, 0 repeats | |
| @krans @davidgerard I think the biggest impact to the rest of the world would b… | |
| Post #AzSFxyNKH5oV8qV6vI by [email protected] | |
| 0 likes, 0 repeats | |
| @krans @davidgerard Ironically, I think the biggest impact may be to the data c… | |
| Post #AzSFxzZ3qwnKpWzzqy by [email protected] | |
| 0 likes, 0 repeats | |
| @krans @davidgerard Also, correct me if I’m wrong, but I think most of these … | |
| Post #AzSG21sXBuuvAK24um by [email protected] | |
| 0 likes, 0 repeats | |
| @davidgerard @jrdepriestHoly sh!t, this is unbelievable 🤦🏼♂️ | |
| Post #AzSG4k9LYyBj37BsRc by [email protected] | |
| 0 likes, 0 repeats | |
| @davidgerard So, AI companies are pretending the money comes from selling share… | |
| Post #AzSGEKQw1xCYBfzJKK by [email protected] | |
| 0 likes, 0 repeats | |
| @FediThing @davidgerard Didn’t we have something like this earlier, something… | |
| Post #AzSGSixNeNAKIc1ojw by [email protected] | |
| 0 likes, 0 repeats | |
| @krans @drahardja @davidgerard Can we expect something akin or worse than the 2… | |
| Post #AzSGSj5BBNP6gng2tc by [email protected] | |
| 0 likes, 0 repeats | |
| @qgustavor @krans @drahardja @davidgerard worse. The bubble is at least four ti… | |
| Post #AzSGb1yaot8hbVYYd6 by [email protected] | |
| 0 likes, 0 repeats | |
| @qgustavor @krans @davidgerard I think yes. But, the upside is that it’s not … | |
| Post #AzSGbrB6S8RwP4nli4 by [email protected] | |
| 0 likes, 0 repeats | |
| @drahardja @qgustavor @krans @davidgerard No, that could happen just as easily.… | |
| Post #AzSGfOWcvQnChFYYAC by [email protected] | |
| 0 likes, 0 repeats | |
| @drahardja @davidgerard As an individual? Buy US government bonds, possibly gol… | |
| Post #AzSGgGtWmVCHJugbM8 by [email protected] | |
| 0 likes, 0 repeats | |
| @davidgerardlol... warming up for epic schadenfreude... | |
| Post #AzSGltr7LtdfbVF6YK by [email protected] | |
| 0 likes, 0 repeats | |
| @davidgerard Hello, Enron? | |
| Post #AzSGp14EznoUq5roIq by [email protected] | |
| 0 likes, 0 repeats | |
| @davidgerard Imagine what it must be like to be pulling every accountancy and s… | |
| Post #AzSGtPwYRusR9JN1iy by [email protected] | |
| 0 likes, 0 repeats | |
| @davidgerard OK, up till recently I'd been operating under the idea that mo… | |
| Post #AzSGtQ4Lyv7DXV1Fse by [email protected] | |
| 0 likes, 0 repeats | |
| @mhkohne they are pretty clear that their only chance to survive is to become s… | |
| Post #AzSGvEV9xd6eF4QFDE by [email protected] | |
| 0 likes, 0 repeats | |
| @mhkohne @davidgerard There are more problems in the economy beside AI. I fear … | |
| Post #AzST0wh2HfOgCJT42i by [email protected] | |
| 0 likes, 0 repeats | |
| @sandorspruit @FediThing @davidgerard uh actually those guys got bailed out bec… | |
| Post #AzSTMYqxbJXYd8PuYC by [email protected] | |
| 0 likes, 0 repeats | |
| @davidgerard Question is, where/how can I hedge their all-investing-in-each-oth… | |
| Post #AzSTQG3HRgSlTewU2y by [email protected] | |
| 0 likes, 0 repeats | |
| @davidgerard What is SPV? | |
| Post #AzSWBCrNKZgF61t8V6 by [email protected] | |
| 0 likes, 0 repeats | |
| @skrimpingit @FediThing @davidgerard No worries then, carry on 👍🏻 | |
| Post #AzSWDy0qzLrpuwdcW0 by [email protected] | |
| 0 likes, 0 repeats | |
| @davidgerard ahh, the enron classic. The bubble is still nowhere near being fin… | |
| Post #AzSY2lVpKAlFs3ubAG by [email protected] | |
| 0 likes, 0 repeats | |
| @wackJackle @drahardja @davidgerard You say this like Trump won't stiff you… | |
| Post #AzSjSOh7sjMu7zccNM by [email protected] | |
| 0 likes, 0 repeats | |
| @wackJackle @davidgerard I have no faith that Trump will not screw over US bond… | |
| Post #AzSjShPOItTIAUTDs0 by [email protected] | |
| 0 likes, 0 repeats | |
| @geolaw @davidgerard SPV = Special Purpose Vehicle. Basically a company for a s… | |
| Post #AzSn2dI3OPYNgOreng by [email protected] | |
| 0 likes, 1 repeats | |
| @davidgerard @mhkohne See, that's the kind of generosity towards techbro-fa… |