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Cory’s Chart Corner
Great chart from @crescatkevin on growing delta between CCCs and BBBs. Carry-on as if everything is normal!
The second indicator is widening CCC vs. BBB credit spreads.
Credit markets are generally quicker to pick up on deteriorating corporate cash flows than equity markets. While the S&P 500 Index has been hitting new all-time highs over the past six months, US triple-C credit
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Danielle on CBC Weekend Business Panel
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Environmental costs of the AI spending frenzy
Amid all the talk about the economic, stock and credit market risks that have been magnified by the AI spending frenzy, very few mention the unsustainable environmental costs. This discussion offers a taste of the implications for all of us. … Continue reading
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What happens to life Insurance and pensions if the AI Bubble bursts?
Different cycle, similar Enron-esque financial tricks and behaviours have compounded financial and contagion risks. The segment below connects some important dots. AI infrastructure is being financed by some of the world’s most conservative pools of capital, including life insurance companies … Continue reading
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