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

加入 August 2017

462 正在關注 7.5K 粉絲

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.