Staring Down The Barrel

Cadence

Weekly

Latest

2026-10-30

By

Staring Down the Barrel

Based on

7 recent issues

• Covers: Institutional research insights on macroeconomic trends, Treasury yields, Big Tech capital spending, and bond markets.
• For: Institutional investors, portfolio managers, and financial market professionals.
• Best for: Finance professionals tracking macro trends, tech debt issuance, and credit markets.
• Skip if: Casual retail traders looking for simple stock tips.

Start with

• A 5.3% hedge for when AI stumbles: Explains how long-term Treasuries performed as a hedge during an AI market pullback.
• 2026, the year Big Tech's free cash all but vanished: Analyzes negative free cash flow trends driven by massive AI capital expenditures.
• Insurers won't cover Meta's campus. They bought the bonds instead.: Examines credit market dynamics, high-yield spreads, and data center debt demand.

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Summarised by AI from 7 recent issues. Audience size is not included. Prices are not included. Report a mistake.