The Bond Matures In 2049
Nine companies have committed roughly three trillion dollars their balance sheets do not show. The largest bond ever sold to build one building was financed by a company named after a pastry. Here is what you need to know.
Rebel Capitalist News Desk
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Rebel Capitalist Weekly Report | Aug 16, 2026
The government just ran the largest July deficit in recorded history and the bond market did not blink. The consumer, on the other hand, broke. Here's your weekly dose of what is going on inside the economy.
Subject To Execution
Six of the largest capital allocators on earth just agreed to raise half a trillion dollars to buy computer chips. The last line of the press release is the part worth reading. Here is what you need to know.
Truth Serum
The Fed paused two weeks ago. Wednesday at 8:30 the market finds out whether that was a mistake. Here's what you need to know.
Rebel Capitalist Weekly Report | Aug 9, 2026
Layoffs just hit a 57-year low. Payrolls went negative anyway. Both numbers are real. Here's your weekly dose of what is going on inside the economy.
Nvidia's $250B OpenAI Backstop and the Credit Market Tell
Two markets read the same Nvidia headline on the same day...one shrugged, one flashed its biggest warning on record, and the answer sits in a public filing.
Capex Or Overhead?
Alphabet posted its best earnings in history and its first negative free cash flow in 22 years...understanding both numbers is the only way to read what is really happening here..
Borrowed Time
One in thirty Koreans just got a margin call. The number sitting in American brokerage accounts is bigger. Weekly Report by George Gammon.
Robbing Peter?
AI capex just pushed hyperscaler free cash flow toward zero. The rotation Wall Street calls healthy looks a lot more like the top of a mania. Here's what they are missing.
Running Out of Runway
When consumer credit shrinks, Wall Street calls it responsible deleveraging...but the delinquency data tells a completely different story...Economic updates from George Gammon.