The $1.65 Trillion Mirage: Unmasking Silicon Valley’s Shadow Debt
Raptor
Economy

The $1.65 Trillion Mirage: Unmasking Silicon Valley’s Shadow Debt

The mechanics of this shadow borrowing bear a chilling resemblance to the financial instruments that catalyzed the 2008 global economic collapse. The modern equivalent of the collateralized debt obligation (CDO) is the AI data center SPV.

The Illiquidity Illusion: How Carried Interest Loans and Valuation Markdowns Are Reshaping Private Equity in 2026

By The Insider @bantinginc

Curve Inversion: The Fear of Being Upside Down

By The Insider @bantinginc

The Warsh Era Begins: How the New Fed Chair is Shaking Up Markets in 2026

By The Insider @bantinginc
The Hidden Liquidity Crunch: Why the Commercial Paper Market is Flashing Warning Signs for Stocks

Economy

The Hidden Liquidity Crunch: Why the Commercial Paper Market is Flashing Warning Signs for Stocks

 The Insider
New Expectations On Inflation, Interest Rates, and Gold

Economy

New Expectations On Inflation, Interest Rates, and Gold

 The Insider
American Card Holders Fall Further Behind On Monthly Payments

Economy

American Card Holders Fall Further Behind On Monthly Payments

 The Insider
When To Expect The First Interest Rate Cut

Economy

When To Expect The First Interest Rate Cut

The Fed hasn’t cut rates yet because it seems to be more concerned with the labour and stock markets than it is with the commercial property market.

Interest Rate Cuts May Come Sooner Than Expected As CLO Delinquencies Rise

Economy

Interest Rate Cuts May Come Sooner Than Expected As CLO Delinquencies Rise

 The Insider
U.S. Venture Capital Has Dried Up For Next-Gen Technologies

Economy

U.S. Venture Capital Has Dried Up For Next-Gen Technologies

 The Insider
Interest Rates In 2024: First Outlook

Economy

Interest Rates In 2024: First Outlook

Over the last couple months, trading in interest rate futures has yet again predicted an earlier first rate hike in 2024.

The Suppliers’ Delivery Times Index

Economy

The Suppliers’ Delivery Times Index

 The Insider
The Job Market is Tightening But There Might Be Vacancies In These Sectors

Economy

The Job Market is Tightening But There Might Be Vacancies In These Sectors

 The Insider

Interest Rates In 2024: First Outlook

Over the last couple months, trading in interest rate futures has yet again predicted an earlier first rate hike...

Are Coal Miners On Their Way Out? Or Just On Their Way To New Markets?

Despite any headlines you might have seen, coal consumption hit a record high in 2022 and will likely hit...

Employee Happiness Hits A Multi Year Low

Employee net promoter scores (the likelihood of an employee recommending their organization as a place to work) are the...

EV’s Have 80% More Problems Than Gas Vehicles; Something To Consider When Evaluating EV Stocks

The latest report from Consumer Reports found that electric vehicles (EV’s) have nearly 80% more problems than conventional internal...

U.S. Consumer Confidence Is Trending Higher With Caution

According to Morning Consult data, ICS (consumer sentiment), ICC (current conditions), and ICE (future conditions) have been on the...

Rising Tech Layoffs Could Lead To Improved Profitability

According to data from Layoffs.fyi, 2022 saw 164,969 tech layoffs across 1,063 companies. In 2023 thus far, that figure...

Yet Another Outlook For Interest Rates

On Thursday October 19th, Federal Reserve Chair, Jerome Powell, suggested that the central bank is inclined to hold rates...

Countries With The Highest Investment Risk

In addition to political and economic risk, a country’s legal and default risk must also be analyzed. The following...

Is The Stock Market Worth The Risk With Interest Rates Above 5%?

If market participants feel that over the next few years the S&P 500 will return less than 5% per...

Your Vote

Market volatility has increased throughout 2026 due to the U.S. - Iran war, sticky inflation, and enhanced corporate borrowing.

With that being said, do you believe it's likely that the U.S. Fed will raise rates twice before year end?

The FTC’s Commitment To Slow Down Capitalism Prometheus
Economy

The FTC’s Commitment To Slow Down Capitalism

In 2017, Lina wrote a paper in law school arguing for the breakup of the Amazon, claiming that the company was violating antitrust laws. This one might be personal.

The One Month of The Year Where Fed Days Average Out To Be Market Declines

Economy

The One Month of The Year Where Fed Days Average Out To Be Market Declines

 The Insider
The Giants of Consumer Spending, Gen Z and Millennials, Are Set To Fall Off

Economy

The Giants of Consumer Spending, Gen Z and Millennials, Are Set To Fall Off

 The Insider
Job Insecurity Is Starting To Spread Amongst Consumers

Economy

Job Insecurity Is Starting To Spread Amongst Consumers

 The Insider
One of Many Outlooks For Interest Rates

Economy

One of Many Outlooks For Interest Rates

 The Insider
A Few More Bricks in the BRICS

Economy

A Few More Bricks in the BRICS

 The Insider
Credit Card Loans Transitioning Into Default

Economy

Credit Card Loans Transitioning Into Default

 The Insider
Economy

Credit Card Loans Transitioning Into Default

  • By The Insider
Economy

Timing The Market Is Easy, Just Follow the Yield Curve

  • By The Insider
Economy

The Chicago Fed’s National Financial Conditions Index (NFCI)

  • By The Insider

MARKET DATA & ANALYSIS

cboe

INTRADAY TRADER VOICE NOTES

WHISPERS ON WALL STREET

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