8 Jun 2026
Breaking: Hyperscaler Bond Issuance Soars
In 4+ months in 2026 it is already more than in 2025, and several times more than the average of previous years. Their Free Cash Flow is dropping to 0. -> They must sell stocks, or slow down AI CAPEX. Source: BraVoCycles Newsletter
8 Jun 2026
Any retail investor who bought Cerebras after the IPO got decimated.
What about SpaceX?
8 Jun 2026
Anthropic is now worth as much as 11 of the biggest software companies combined.
Source: Carbon Finance
8 Jun 2026
Global oil inventories have fallen to 7.6 billion barrels since the Iran war began
Source: Stocks World
8 Jun 2026
Stock returns since IPO
Source: Stocks World
8 Jun 2026
No, AI isn't taking young people's jobs.
Age 20-24 unemployment rate dropped again last month. Now to 7.2% from 9.2% last September. Source: Ryan Detrick, CMT
8 Jun 2026
Highest Paid Fund Managers 2025
Source: SensaMarket
8 Jun 2026
Asset class total returns since 2011
Winners: Commodities +30.7%; Convertibles +18.7%; Nasdaq 100 +14.9%; US Small Caps +12.8% Losers: IG bonds 0%; Gold 0%; US Total bonds markets 0%; Long duration Treasuries -0.6%; Bitcoin -30.3% Source: Charlie Bilello
