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First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
answers yes to an era of weak bond demand; AI issuers a new insensitive borrower
“But at this point it starts to feel like a point of saturation.”
if AI spend pauses, levered smaller suppliers face debt distress
“the Nvidia is in the Microsoft world are going to be just fine based upon their core businesses these other companies might have a really hard time servicing their debt”
front end yields 40bp over the long end
“the front end of the yield curve looks more attractive today than the long end while still producing you know similar type of income level”
US 10-yr yield since this was said: 4.66% → 4.94% (+28 bp) · as of 2026-09-10
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