Rising Treasury Yields Meet Record Leverage, Testing Market Stability
Markets

Rising Treasury Yields Meet Record Leverage, Testing Market Stability

Thirty-year Treasury yields above 5.2%, record margin debt and a $3tn AI selloff are combining into an early-warning sig...

Yael Ben-David 👁 55 💬 0
Damodaran on the $45 Billion AI Hedge Fund That Imploded—Three Lessons for Investors
Markets

Damodaran on the $45 Billion AI Hedge Fund That Imploded—Three Lessons for Investors

As Leopold Aschenbrenner’s Situational Awareness fund crashes from $45B to a cautionary tale, Aswath Damodaran warns tha...

Yael Ben-David 👁 49 💬 0
CCM to Raise $500M in Senior Notes as Two Harbors Deal Nears Closing
Companies

CCM to Raise $500M in Senior Notes as Two Harbors Deal Nears Closing

CrossCountry Intermediate Holdco will issue $500 million in senior unsecured notes to fund its $1.26 billion acquisition...

Declan Byrne 👁 36 💬 0
Leopold Aschenbrenner’s $45B AI Hedge Fund Collapses After Leveraged Bets Backfire
Companies

Leopold Aschenbrenner’s $45B AI Hedge Fund Collapses After Leveraged Bets Backfire

Former OpenAI researcher Leopold Aschenbrenner’s Situational Awareness fund, once up 400% on AI stocks, is unwinding lar...

Declan Byrne 👁 52 💬 0