As the gold price heads towards $5,000 per ounce, once again if we see gold as the recourse for investors who are worried about risk in the global economy, we might conclude that as a leading indicator of global financial crisis this is telling us we should be worried.
As the gold price heads towards $5,000 per ounce, once again if we see gold as the recourse for investors who are worried about risk in the global economy, we might conclude that as a leading indicator of global financial crisis this is telling us we should be worried.
You know its a tech bubble when the head of Microsoft tells you that unless more people adopt AI, then the 'boom' will falter.... yup, they've spotted that antipathy to AI is gong to take the shine off their investments....
If there are not enough more fools to sell their shares to, then the price will be dropping & the shirt sellers will be moving in (as they've already started to do)
#AI #FinancialCrisis
h/t FT
You know its a tech bubble when the head of Microsoft tells you that unless more people adopt AI, then the 'boom' will falter.... yup, they've spotted that antipathy to AI is gong to take the shine off their investments....
If there are not enough more fools to sell their shares to, then the price will be dropping & the shirt sellers will be moving in (as they've already started to do)
#AI #FinancialCrisis
h/t FT
NY Fed cash transfers to banks increase dramatically in Q4 2025
https://www.dcreport.org/2025/12/29/ny-fed-unlimited-cash-infusions-bank-crisis/
#HackerNews #NYFed #CashTransfers #Banks #Q42025 #FinancialCrisis #EconomicTrends
@fanf42 Who is going to bail out the banks? The US taxpayer. This article makes it sound like the bailouts have already started. But financial journalists, like tech journalists, seem to “go along to get along” and aren’t reporting any of this.
https://www.dcreport.org/2025/12/29/ny-fed-unlimited-cash-infusions-bank-crisis/
@fanf42 Who is going to bail out the banks? The US taxpayer. This article makes it sound like the bailouts have already started. But financial journalists, like tech journalists, seem to “go along to get along” and aren’t reporting any of this.
https://www.dcreport.org/2025/12/29/ny-fed-unlimited-cash-infusions-bank-crisis/
Ha ha, a number of Big Tech firms have moved around $120bn of debt being used to build AI-focussed data centres off their balance sheets into special purpose vehicles (SPVs) funded by banks & other investors.
Why would they do that?
Well, one key reason would be it (at least partly) inoculates them from any coming AI-related financial crisis - leaving the risk of default with the SPVs if the bubble bursts & AI-related income fails to cover debt payments!
#BigTech #AI #FinancialCrisis
h/t FT
Ha ha, a number of Big Tech firms have moved around $120bn of debt being used to build AI-focussed data centres off their balance sheets into special purpose vehicles (SPVs) funded by banks & other investors.
Why would they do that?
Well, one key reason would be it (at least partly) inoculates them from any coming AI-related financial crisis - leaving the risk of default with the SPVs if the bubble bursts & AI-related income fails to cover debt payments!
#BigTech #AI #FinancialCrisis
h/t FT
Another sign share-markets are teetering at the top of the AI-induced bubble; one (albeit major) backer of Oracle's capital investment in data centres pulled out, sending US tech stocks down, not just Oracle's.
Each bit of 'bad news' related to AI has an immediate market effect (which especially when share prices are volatile we might expect). But the bigger Q. is the impact of repeated bad news on sentiment around AI investment & projected returns?
Cliff edge in sight?
Another sign share-markets are teetering at the top of the AI-induced bubble; one (albeit major) backer of Oracle's capital investment in data centres pulled out, sending US tech stocks down, not just Oracle's.
Each bit of 'bad news' related to AI has an immediate market effect (which especially when share prices are volatile we might expect). But the bigger Q. is the impact of repeated bad news on sentiment around AI investment & projected returns?
Cliff edge in sight?
If you're concerned about risk in the global financial services sector, the news that non-bank institutions assets now account for over half the financial assets in the global financial system might be cause for concern.
Its worrying enough that bank regulation is slowly being weakened (rolling back regulations put in place after 2008), but of course the non-bank institutions are even more lightly regulated; what could possibly go wrong?
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ALL MY SHOP ITEMS ARE 20% OF UNTIL JANUARY FIRST!!!
https://ko-fi.com/lukeorion/link/SURVIVAL
My family is in an ongoing crisis, fighting to keep our belongings and cats safe while we are homeless and trying to get back on our feet by first getting a working car.
As a disabled and trans c-PTSD survivor, any support of my art means a lot right now!
#Sale #EmergencyFund #DisabledArtist #artist #crowdfunding #MutualAidSavesLives #MutualAidRequest #disabled #homeless #kofi #BuyIntoArt #Artwork #art #UrgentCrowdfund #FinancialAid #FinancialCrisis #fundraiser #lgbtqia #DisabilityCrowdfund #DisabilityMutualAid #TransCrowdfund #TranaMutualAid #QueerMutualAid #QueerCrowdfund #Queer #QueerArtist
Aha, looks like Nvidia's earnings - up 62% year-on-year - may stop the run for the doors in its tracks & if so there will be a lot of people rushing to buy this dip....
but whether this puts an end to wider concerns about the AI bubble/boom remans to be seen?
after all the chip seller will do well from the building of the data centres, its the firms using them that actually have to show AI can make a return on that investment....
#AI #FinancialCrisis #economics
h/t FT
Well, well, well, Peter Thiel in the last days/weeks (according to regulatory filings in the US) has sold his entire stake in Nvidia (a key stock linked to Artificial Intelligence) & has reduced his Tesla holdings... given Thiel is at the centre of many TechBro-ocracy, if he's bailed out of Nvidia in the last weeks, I think its safe to say the AI bubble is about to burst....
Time to batten down the hatches folk... and watch out for the 'too big to fail' crowd
