Kalani o Māui
@MauiBoyMacro
Kamaʻāina | Entrepreneur | Investor | Wall St Alum | Former Financial Services Executive (24 years)
0 Following 7.3K Followers
“Pension funds invest across everything from public stocks to private equity to corporate debt to infrastructure and more. In the current era, it’s all morphing into AI risk.” 👇🏼
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“While OBDC’s non-accruals overall remain low by about any measure, at 0.8% of fair value, the speed at which Loparex’s debt deteriorated brings to the fore doubts about marks in the $1.8 trillion private credit market.” 👇🏼
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“There’s too much, too fast” AI-related issuance, Marc Seidner, Pimco’s chief investment officer of non-traditional strategies, said on a podcast with colleagues. 👇🏼
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“We ran a survey of 50 data center procurement leaders (~40% hyperscalers, ~60% colos / neoclouds / enterprise DCs) making purchase decisions for North American projects... Double ordering seems to be a phenomenon for ~50% or more of the respondent set.” 👇🏼
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$2 trillion in CapEx and “masturbation as a self-care routine” is what we’ve got to show for it. 👇🏼
