To The Moon

My Investing Muse Layoffs, closures and Delinquencies AirGas Declares Force Majeure On Helium Shipments As Qatar Production Collapses - MacroEdge Forrester found 55% of companies that laid off workers citing AI efficiency now regret it. More than a third spent more on rehiring than they saved. Klarna was the poster child. CEO said their chatbot was doing the work of 700 employees, then customer satisfaction tanked and they started quietly backpedalling. Goldman Sachs says stocks now drop an average of 2% after AI-attributed layoff announcements. - X user Hedgie The price of war A plastics shortage is emerging - X user Lukas Ekwueme “Weekly fuel bills that ran to $13,800-$15,000 before the war are now heading toward $34,000 which amounts to a total value of a fish vessel, leaving no money t

what we know is about 9+% delinquency. The black swan may be found in what we do not know. Let us lay out the cards. People who could not borrow from banks go to Private Credit. It would imply more risks (& reward). Without due diligence, defaults is not unexpected. Let us monitor. $KKR & Co LP(KKR)$   $Apollo Global Management Inc(APOS)$  

My Investing Muse Layoffs, closures and Delinquencies AirGas Declares Force Majeure On Helium Shipments As Qatar Production Collapses - MacroEdge Forrester found 55% of companies that laid off workers citing AI efficiency now regret it. More than a third spent more on rehiring than they saved. Klarna was the poster child. CEO said their chatbot was doing the work of 700 employees, then customer satisfaction tanked and they started quietly backpedalling. Goldman Sachs says stocks now drop an average of 2% after AI-attributed layoff announcements. - X user Hedgie The price of war A plastics shortage is emerging - X user Lukas Ekwueme “Weekly fuel bills that ran to $13,800-$15,000 before the war are now heading toward $34,000 which amounts to a total value of a fish vessel, leaving no money t

what we know is about 9+% delinquency. The black swan may be found in what we do not know. Let us lay out the cards. People who could not borrow from banks go to Private Credit. It would imply more risks (& reward). Without due diligence, defaults is not unexpected. Let us monitor. $KKR & Co LP(KKR)$   $Apollo Global Management Inc(APOS)$