Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 46 videos · 10 channels
AI credit quality
2 videos · 14mPimco's underwriting opportunity meets mark-to-market earnings distortion.
Pimco sees selective AI-credit opportunity
Pimco's Christian Stracke calls digital-infrastructure financing early innings, with high-single-digit yields available in carefully structured deals.
Private-AI marks flatter headline earnings
CNBC reports S&P earnings growth is materially lower after removing mark-to-market gains from private AI stakes.
Yen and duration
1 video · 4mRepatriation can support the yen while pressuring foreign-bond demand.
Yen support can pressure Treasuries
Bloomberg's Cameron Crise says Japanese repatriation could support the yen while reducing demand for foreign bonds.
Physical bottlenecks
2 videos · 7mHormuz throughput and self-supplied power are the real-economy tests.
Hormuz flow remains constrained
Bloomberg's regional editor says tanker traffic remains a trickle and inventories are far below late-February levels.
Brookfield makes power the admission ticket
Brookfield CEO Bruce Flatt says large data centers increasingly need to bring their own power under a ratepayer pledge.