2025 Siggs forecast:
We are officially 2 years into a brand new economic cycle/bull market as looking back on 2022 it was the midcession.
Given the 3rd year of most bull markets is average/mid returns, siggs is expecting a little slower of a yr (5-10% returns, with a correction
AI-related debt issuance is skyrocketing:
US corporate investment-grade gross debt issuance is projected to surge +25% YoY in 2026, to a record $2.25 trillion.
This would mark the 4th consecutive annual increase.
After accounting for maturing debt that is repaid, net new investment-grade debt issuance is projected to jump +57% YoY to a record $1 trillion.
Year-to-date, investment-grade gross issuance has already risen +20% YoY, to $796 billion.
The primary driver behind the surge is AI CapEx, with AI and AI-related debt issuance estimated to increase to at least $400 billion this year, according to Morgan Stanley.
The AI revolution is fueling a historic surge in corporate borrowing.
🚨 Carlo Ancelotti on why he did not celebrate wildly after Gabriel Martinelli’s late winner for Brazil against Japan:
🗣️ “People asked me why I didn’t celebrate, but football is also about respect. Yes, we were happy to win, but I looked across and saw a Japanese team that had given absolutely everything. They fought with incredible courage, and I know exactly how painful a defeat like that can be.”
“Of course I celebrated inside because my responsibility is to Brazil and qualifying was our objective. But I’ve been in football for many years, and I’ve experienced both victory and heartbreak. Sometimes the best way to respect your opponent is to remain humble in your biggest moments.”
“Japan made us suffer for ninety-five minutes. They deserved our respect, not exaggerated celebrations. Brazil are through, but we know we must improve. Tonight we celebrate the qualification, but tomorrow we go back to work because the World Cup only gets more difficult from here.”
{@FoxNews }
BREAKING: Iran's FM Araghchi announces the US has now launched the $300 billion reconstruction plan, waived all oil & petrochemical exports, lifted the naval blockade and released some frozen Iranian assets, extracting all of these items shortly before the delegation walkout over Trump's assassination threat. All parties also agreed to a roadmap to reach a final deal in 60 days.
This roadmap won't start and Iran refuses to implement any commitments if Israel doesn't fully withdraw from southern Lebanon and all fighting stops, with Araghchi saying a newly established "Lebanon deconfliction cell" is "the first real test of the deal."
Israel has refused to comply with the Lebanon deconfliction cell, with Defense Minister Katz declaring Israel "will not withdraw from the security zone in Lebanon" and Ben-Gvir vowing "not a single inch" of withdrawal, directly violating the MOU's first clause and stalling the entire 60-day roadmap before it can begin.
Leo Messi:
-Hasn't played in Europe in three years
-Hasn't played in an international tournament in two years
-Has been enjoying Miami in the MLS with his family
And he still came back to the game's biggest stage performing like that 🐐
In downtown Seattle looking for a homeless person to give my leftover food to. Walking around nice area, you’d think this would be the spot to hang around. I’ll keep looking