Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 64 videos · 14 channels
Duration supply
1 video · 13mBlackRock preferred coupon over rushing into rate exposure.
BlackRock will not chase duration after the payroll print
BlackRock fixed-income CIO Rick Rieder said his team did not need to rush into more interest-rate exposure after the jobs report and preferred to collect available coupon while supply remained heavy.
Buildable infrastructure
2 videos · 12mSpaceX financing and AI-power permitting constrain headline capacity.
SpaceX upside still depends on exceptional capital access
Oppenheimer analyst Timothy Horan said SpaceX could look cheap over a multi-year horizon as broadband and AI compute scale, but estimated that reaching the company's revenue ambition could require roughly $400 billion of capital.
AI policy can redirect capital toward on-site power
Morgan Stanley public-policy strategist Ariana Salvatore said infrastructure constraints could strengthen the investment case for on-site power generation, fuel cells and storage as regulation changes where AI is built.
Mineral supply
2 videos · 40mNamed US financing meets a copper mine-development lag.
Copper's demand response is much faster than mine supply
S&P Global vice chair Dan Yergin said its analysis puts the time to bring on a new copper mine at about 17 years, even as AI, defense, electrification and policy expand demand.
US mining support moved to named financing
At a White House mining roundtable, President Trump announced $3 billion of projects, including a $1.4 billion battery-facility loan and additional copper, graphite and boron financing.