Carlos Solís

Médico y trader profesional. CEO de Goshen Investments

[Carlos Solís @Carlo_Solis]

Les presento Goshen Investments, firma de inversiones profesional, estamos decididos a cambiar la cultura bursátil mexicana #GestionamosTuCapital #ConstruimosElFuturo

[Luis Arturo Herrera @RealArturoH]

La CNTE acaba de dejarle una lección brutal a México:

No necesitas trabajar, innovar ni producir. Basta con bloquear, presionar y secuestrar vías de comunicación hasta que el gobierno te premie con 800 millones de pesos.

Al final, el mensaje es claro: en México se castiga al empresario, al trabajador y se recompensa al extorsionador.

[The Kobeissi Letter @KobeissiLetter]

The private credit crisis is getting worse:

Investor withdrawal requests from large private credit funds has surged +$4.3 billion QoQ, or +56%, to $12 billion so far in Q2 2026.

The Cliffwater Corporate Lending Fund saw the largest increase in redemption requests, rising +$3.0 billion to $5.3 billion.

This was followed by the Blackstone Private Credit Fund's redemption increase of +$720 million, to $4.5 billion.

This comes as new sales of business development companies (BDCs), the primary vehicle for retail private credit investing, dropped -74% YoY in April, to just $1.6 billion, the lowest monthly total since May 2023.

In other words, far fewer retail investors are putting new money into private credit funds as confidence in the sector rapidly deteriorates.

Outflows are expected to continue, with capital projected to leave private credit funds over the next 1 to 2 years before slowing.

Stress in the private credit market is rising.

[León Krauze @LeonKrauze]

Esta cuenta genial toma momentos deportivos y los compara con grandes obras de arte.

Esta es extraordinaria.

[Saúl ツ @Saul_Investings]

https://t.co/bwUkTjoQFh

[The Kobeissi Letter @KobeissiLetter]

Nvidia is joining the AI debt financing boom:

Nvidia, $NVDA, sold $25 billion of investment-grade bonds on June 15th, its first debt offering since 2021.

This ranks as the 2nd-largest US high-grade bond sale of 2026.

The deal attracted ~$85 billion in investor orders, more than 3 times the offering size, leading the company to increase the offering from an initial target of ~$20 billion.

This follows Alphabet, $GOOGL, Amazon, $AMZN, Meta, $META, Oracle, $ORCL, and Salesforce, $CRM, collectively raising ~$132 billion in investment-grade bonds this year alone.

Debt is becoming a key source of AI infrastructure funding.

[The Kobeissi Letter @KobeissiLetter]

The market is dropping in response to the Fed's first meeting with Kevin Warsh as Fed Chair for one key reason:

We will have far less information going forward.

During the press conference today, Fed Chair Warsh announced that the Fed has "dropped" forward guidance.

He even hinted that the "dot plot" could be changed or eliminated along with all forms of Fed communication, such as the policy statement and press conferences.

In other words, the market will now have less Fed outlook which means more uncertainty.

On top of this, the five new "task forces" established by Warsh were said to have grand objectives with minimal guidance on what to expect.

As markets have repeatedly proven, uncertainty and volatility go hand-in-hand.

The new era of Fed policy will come with more volatility.

[The Kobeissi Letter @KobeissiLetter]

SUMMARY OF FED CHAIR WARSH'S STATEMENT:

1. Shorter Fed policy statement is intended to "give you the facts"

2. Forward guidance in Fed statement "not well-suited" to current policy state

3. Establishes new "independent task forces" in 5 key areas

4. Task forces will propose next steps including changes to the Summary of Economic Projections

5. The Fed will be maintaining its 2% inflation objective

6. Fed policy appears to be restrictive for housing, but not financial markets

A new era of Fed policy is ahead of us.

[Alejandro Gómez T. @alejandrogomezt]

@ROCIOALCALAG Con un crecimiento económico de apenas 0.7% promedio anual de 2019 a 2026. Terrible

[PLATINUM Sports @PlatinumSportMX]

¡MIÉRCOLES MUNDIALISTA!

🇲🇽 #AgendaMundialistaPLATINUM
🗓️ Miércoles 17 de Junio de 2026

⏰📺 Horarios y transmisiones para México.
⚠️ Sujeto a cambios.

[Mr. Anti-Fútbol @misterfutboI]

A Messi le rozas con un hilo de la playera y la FIFA te suspende de por vida pero él te puede romper la tibia y peroné con la mano en la cintura.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SpaceX, $SPCX, officially surpasses Microsoft to become the 4th largest public company in the world, now worth $2.95 trillion.

[Carlos Solís @Carlo_Solis]

@MariannaEn889Fm @889Noticias En contra

[Damian Brik @eldaminato]

$NVDA publicó el detalle de su oferta de bonos corporativos.

El monto buscado son USD 25B con 7 tramos de vencimientos. El mas corto a 3 años y el mas largo a 30 años, con montos de USD 3.5-4B c/u.

Las yields oscilan entre 4.25% para las del 2028 y 5.625% para las que vencen en 2056.

En el prospecto indican que los fondos serán usados para propósitos generales (es una forma mas elegante de decir "los asignaremos en lo que creamos mas conveniente para el negocio"). Incluye la opción de repago y financiación de deuda.

Nvidia tiene vencimientos de deuda de corto plazo de sus Notas no garantizadas por USD 1B (cupón 3.2%). Luego los vencimientos son de largo plazo:

En 2028: USD 1.250M (cupón del 1.55%)
En 2030: USD 1.500M (cupón del 2.85%)
En 2031: USD 1.250M (cupón del 2%)
En 2040: USD 1.000M (cupón del 3.5%)
En 2050: USD 2.000M (cupón del 3.5%)
En 2060: USD 500M (cupón del 3.7%)

El valor total de la deuda es de USD 8.47B (neto USD 7.47B).

Toda esa deuda de largo plazo fue emitida a cupones muy bajos, no parecería que busquen rollearla a tasas mas altas.

Tal vez sí busquen refinanciar algo de deuda de corto plazo. Su pasivo corriente es de USD 43.9B donde un cuarto son impuestos. Luego tiene casi USD 4B de vencimientos por la compra de Groq.

[*Walter Bloomberg @DeItaone]

📊MARKETS BET FED WILL HIKE AGAIN

Investor expectations for a Fed rate hike are rising. Bank of America’s June fund manager survey shows 40% expect at least one hike in the next 12 months, up from 16% in May. Rate-cut hopes fell sharply, with only 28% expecting cuts versus 50% last month. Prediction markets also show growing odds of a Fed hike before 2027.
https://t.co/MCQmNCiG4V

[Alejandro Gómez T. @alejandrogomezt]

@godinez_enrique Tienes razón. Cada vez más familias están sintiendo que el ingreso ya no alcanza y que el crédito se está usando para cubrir gastos básicos.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US oil prices drop below $79/barrel and hit the lowest level since March 10th.

[The Spectator Index @spectatorindex]

BREAKING: 🇯🇵 Bank of Japan raises interest rate to 1%, the highest since 1995.

[MisterChip (Alexis) @2010MisterChip]

#OJOALDATO - España solo ha ganado TRES partidos en la Copa del Mundo desde que fue campeona en 2010:

🇪🇸 ESP 3-0 Australia (2014)
🇪🇸 ESP 1-0 Irán (2018)
🇪🇸 ESP 7-0 Costa Rica (2022)

En ese mismo periodo, CATORCE selecciones diferentes han ganado más partidos:

🇫🇷 Francia: 14
🇧🇪 Bélgica: 11
🇦🇷 Argentina: 10
🇧🇷 Brasil: 9
🇩🇪 Alemania: 9
🇳🇱 Holanda: 8
🇭🇷 Croacia: 7
🇺🇾 Uruguay: 7
🇲🇽 México: 6
🇨🇴 Colombia: 6
🏴󠁧󠁢󠁥󠁮󠁧󠁿 Inglaterra: 6
🇨🇭 Suiza: 5
🇵🇹 Portugal: 5
🇸🇪 Suecia: 4

[The Kobeissi Letter @KobeissiLetter]

BREAKING; The Bank of Japan officially hikes interest rates to the highest level since 1995 amid rising inflation.

[The Kobeissi Letter @KobeissiLetter]

The Iran peace deal has now been announced by Pakistan on X, confirmed by US leaders and Iranian media on X, and backed by Qatar on X.

X has become the central venue to discuss and announce the most influential decisions in the world.