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on March 27, 2026, 13:27:22, in reply to "I remember similar celebrations when Netflix bombed for a bit*"
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Hyperscalers (MSFT/ORCL), data centers (CRWV), credit (OWL), chips (AVGO) all down much more than you'd expect from the Iran war. There have been unfulfilled redemptions in private credit/equity. 2-10 down nearly 30 basis points since February.
It may bounce back some but the bubble appears to be popping. Vamos a ver.
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Can we get back to talking about the Epstein files?
“We are old and tired and just want to be taken care of.” - Republican voter, Dec. 2024. ![]()
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