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Data Center Bonds | Chips Startup | Housing Frozen | Investment-Grade Debt

Aug 18, 2026

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6 min read

Data Center Bonds | Chips Startup | Housing Frozen | Investment-Grade Debt

A data center bond tied to Microsoft priced at junk-level yields today. A chip startup raised at a $21 billion valuation with Nvidia's own engineers. Housing starts hit their worst since 2022.

Dio Pouerie, +1

The 30-Year Treasury Cleared 5.31% Yesterday, the Highest Since June 2007. Three Soft Prints This Month Argued for Lower Yields

Aug 18, 2026

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5 min read

The 30-Year Treasury Cleared 5.31% Yesterday, the Highest Since June 2007. Three Soft Prints This Month Argued for Lower Yields

The 30-year cleared its highest yield since June 2007. National debt tops $40 trillion by month-end. Foreign holdings of US Treasuries fell $72 billion in June. Druckenmiller loaded up on Amazon and chip stocks in Q2 before the rout.

Dio Pouerie, +1

OpenAI's Ohio Deal | Meta's $1.4T Trial | VIX at 2026 Low

Aug 17, 2026

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6 min read

OpenAI's Ohio Deal | Meta's $1.4T Trial | VIX at 2026 Low

OpenAI signed a 10-gigawatt Ohio data center lease backed by Nvidia. Nvidia's asset-value guarantee is capped at $105 billion for the first phase. Meta faces opening arguments tomorrow in a coalition case where damages could hit $1.4 trillion.

Dio Pouerie, +1

Big Tech Has $3 Trillion in Off-Balance-Sheet AI Commitments. That Is Three Times What They Owe Under Outstanding Leases and Long-Term Borrowings Combined.

Aug 17, 2026

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6 min read

Big Tech Has $3 Trillion in Off-Balance-Sheet AI Commitments. That Is Three Times What They Owe Under Outstanding Leases and Long-Term Borrowings Combined.

Nine top tech companies have $3 trillion in off-balance-sheet commitments mostly related to AI. Meta's $27 billion Hyperion data center sits off its balance sheet. Nvidia cut its OpenAI Ohio backstop from $250 billion to less than $120 billion after investor pushback. Anthropic is projecting $190-200 billion in 2028 revenue. Jane Street took a $15 billion July loss on the AI selloff.

Dio Pouerie, +1

The Week the Fed Minutes and the Flash PMI Decide How Loud Jackson Hole Gets

Aug 16, 2026

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5 min read

The Week the Fed Minutes and the Flash PMI Decide How Loud Jackson Hole Gets

FOMC minutes land Wednesday and could confirm the hawks were always close. The August flash PMI on Friday is the first real read on the economy this month. Retailers from Walmart to Target test the split consumer. Housing data fills the front half of the week.

Dio Pouerie, +1

The Week CPI Came in Cool and the Market Heard a Hike Anyway

Aug 15, 2026

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7 min read

The Week CPI Came in Cool and the Market Heard a Hike Anyway

CoreWeave's first report since the credit scare tested the whole AI debt thesis. Super Micro proved the server margin story. Oil whipsawed again on Hormuz. The 30 year Treasury would not come down.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

Data Center Bonds | Chips Startup | Housing Frozen | Investment-Grade Debt

The 30-Year Treasury Cleared 5.31% Yesterday, the Highest Since June 2007. Three Soft Prints This Month Argued for Lower Yields

OpenAI's Ohio Deal | Meta's $1.4T Trial | VIX at 2026 Low

Big Tech Has $3 Trillion in Off-Balance-Sheet AI Commitments. That Is Three Times What They Owe Under Outstanding Leases and Long-Term Borrowings Combined.

The Week the Fed Minutes and the Flash PMI Decide How Loud Jackson Hole Gets

The Week CPI Came in Cool and the Market Heard a Hike Anyway

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