Periodic, sourced notes on rates, credit, equities and the AI build-out. Observations only: no recommendations.
These observations are general market commentary, published for information only. They are not investment advice, a recommendation, or an offer or solicitation to buy or sell any security, and they do not take into account any reader's objectives or circumstances. Mentions of companies are not recommendations. Figures are as dated and sourced; our own calculations and estimates are labelled as such. Views may change without notice.
Compiled with AI assistance (Claude, developed by Anthropic) from public sources. Anthropic is one of the companies discussed.