Issue No. 14   |  September 29, 2026 The Quick Take… The Big-5 hyperscalers (Amazon, Meta, Microsoft, Oracle and Google) capital expenditure is projected to reach $775B–$800B by 2026 (~5% of…

Quick Take Ten-year yields hanging near 4.50%–5.00%, with the 30-year at 5.36%, look less like a spike and more like a reset in what credit costs. That climb has left…

The Quick Take Market Takeaway: Mainstream employment reports offer coincidence confirmation of current conditions, rather than functioning as predictive gauges for upcoming economic trends. Core Analysis Theme: First-release payroll numbers…

The Quick Take... The Benchmark Breakout: The 10-year Treasury yield hit 4.80% as rising energy prices and sticky core inflation expectations override hopes of a near-term Fed policy pivot. The…

The Quick Take... The capital-intensive buildout of digital infrastructure is transforming the U.S. power grid and may create opportunities for alternative investors through private credit, infrastructure debt, and other private-market…