Jack Forehand(@practicalquant):New First Principles with @dampedspring is out. We discuss: - how the AI build-out is being financed and concerns about neocloud debt - the November 4th quarterly refunding announcement and Treasury attempts to suppress rates - the bull and bear cases Andy is weighing into year-end.

Jack Forehand

@practicalquant

Excess Returns | SignalBridge Wealth

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Jack Forehand@practicalquant

2026.10.21 16:06

New First Principles with @dampedspring is out. We discuss: - how the AI build-out is being financed and concerns about neocloud debt - the November 4th quarterly refunding announcement and Treasury attempts to suppress rates - the bull and bear cases Andy is weighing into year-end.

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