HeyJaredThe Off Wall Street Wanderings of a Curious Mind
Thoughts, musings, and discussions about markets, sports, books and whatever else pops into my mind along with way off Wall Street approaches to generating (hopefully) above averge long term profits.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 28, 2026
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- Checking…
- Earliest in this view
- Aug 3, 2026
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Bank and Credit Investor (opens the original)
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Somewhere in Doña Ana County, New Mexico, there is a 1,400 acre patch of desert that is supposed to become one of the great cathedrals of the artificial intelligence age. It is called Project Jupiter. Oracle is expected to lease it and use it to supply computing power to OpenAI. The banks arranged roughly $18 billion of loans to build it.On Sept. 18, the Financial Times reported, and Reuters relayed, that the banks in that syndicate were quoting those loans at 89 to 91 cents on the dollar and ha
Bank and Credit Report (opens the original)
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Every week somebody asks me if the credit markets are finally about to fall apart. Every week I check the numbers and every week the numbers tell me to relax. This week is no exception, with one small asterisk that deserves your attention rather than your panic.We remain in Credit Nirvana. Broad high yield spreads, investment grade spreads and financial conditions all continue to say the same thing they have said for months: capital is available, lenders are calm and the corporate world is payin
Bank and Credit Report (opens the original)
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Week of Sept. 14, 2026Credit Nirvana Holds While the Back of the Bullpen StrugglesEvery ball club carries one reliever nobody wants to see in the eighth inning. He has a mid nineties fastball and a five run inning waiting to happen. The manager still trots him out there because the rest of the bullpen is doing its job. Corporate credit is behaving exact… Read more
Bank and Credit Report (opens the original)
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Turn on financial television this week and you will find three experts arguing that artificial intelligence is either the greatest inflationary threat since the 1970s or the deflationary miracle that saves the republic. They will say this with total confidence. They will say it in seven-minute segments sandwiched between a commercial for a gold IRA and another for a company that promises to erase your credit card debt. None of them will mention productivity data. None of them will mention unit l
Bank and Credit Report Portfolio (opens the original)
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