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  1. 1 BMO: #Equityfutures are pointing 0.3%-to-0.5% higher this morning following last week’s slump that saw #investors moving out of #AI and into #Treasuries, bringing 10-year yields back below 5% (currently 4.99%). 🧵
    #markets

  2. “The yields on debt matter hugely for the #neoclouds and the #hyperscalers because they are enormous borrowers. The trillions of dollars needed for building out the #AI infrastructure is coming largely from #debt issues.” deanbaker22.substack.com/p/the-big-pr...

    The Big Problem With AI: Where...

  3. “The personality susceptible to the dream of limitless #freedom is a personality also prone, should the dream ever sour, to misanthropy and rage.” - #JonathanFranzen

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