The Productivity Paradox J-Curve.
1. Invest Heavily2. Trough 3. HarvestSteam EngineElectricity CarsComputersAutonomous CarsAiAgentic AiRoboticsThe challenge near term is the debt financing until you get to Full Harvest Mode. We're close but more like 2028 max earnings gains after heavy investments continue into 2027.This Debt Offering with Yield + Credit Spread is more attractive than US Treasuries and will keep a floor on the Treasury rates elevated to stay competitive with Mag offering. No doubt yields will fall this week if the FED Raises Rates. But the floor is in to stay competitive with the Mags Debt offerings. Stocks can absorb all of this, it just might take a few weeks IMO. Several Magnificent Seven companies issued massive USD-denominated bond offerings to fund AI infrastructure and capital expenditures: * Meta Platforms: Issued a $25 billion multi-tranche bond deal featuring 30-year (2056) tranche bonds priced at a 6.30% coupon.* Amazon: Returned for multiple offerings, including a $25 billion mega-issuance with yield rates ranging from ~5.2% to 5.8% depending on the maturity (5-year to 30-year paper).* Alphabet (Google): Alongside its sterling century bond, Alphabet issued a bulk USD mega-deal with coupons set between 4.85% and 5.55% across 5- to 30-year maturities.* Apple: Tapped the USD market with smaller multi-tranche deals carrying coupons generally in the 4.50% to 5.15% range.Alphabet's last British pound bond offering in February 2026 was issued across multiple tranches, highlighted by an ultra-rare 100-year bond maturing in February 2126 with a 6.125% coupon.The full sterling offering included five tranches:* 3-year: 4.125% due 2029* 6-year: 4.625% due 2032* 15-year: 5.500% due 2041* 32-year: 5.875% due 2058* 100-year: 6.125% due 2126$400B set for 2027 in Debt Offering@zerohedge @Banana3Stocks @GroupFinom @BeardoTrader $SPY $QQQC
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Pushes September Hike Odds Near 90%
US core CPI ran hot at +0.3% MoM (vs 0.2% expected), pushing September rate-hike odds from 69% to nearly 90% — Goldman's chief economist flipped his own call to a hike. The 10-year yield hit 4.957%, i...