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Hartnett Masterclass in Macro
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com
Housekeeping:
“You know Fed will be buying AI hyperscaler bonds when they next do QE”
- Michael Hartnett Zeitgeist
The AI bubble is hitting its funding wall. A surge in corporate bond issuance from names like Meta and Oracle has driven spreads wider, revealing deep cracks in credit markets. Hartnett’s shorting hyperscaler bonds, calling it the first real “burst” signal.
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By VBLThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com
Housekeeping:
“You know Fed will be buying AI hyperscaler bonds when they next do QE”
- Michael Hartnett Zeitgeist
The AI bubble is hitting its funding wall. A surge in corporate bond issuance from names like Meta and Oracle has driven spreads wider, revealing deep cracks in credit markets. Hartnett’s shorting hyperscaler bonds, calling it the first real “burst” signal.