Playback speed×Share postShare post at current timeShare from 0:000:00/12Oracle's CDS is not driven solely by debt levels but by SPV investors hedging ORCL rent promises 10-11-2026All things financial...Oct 11, 202612ShareTranscriptDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsUS firms try to make a profit off of REM/REE. China is trying to control a strategic supply chain 10-190-2026Oct 10 • All things financial...PC & PE mark-to-fantasy valuations support cash-on-the-barrelhead fees 10-9-2026 Oct 9 • All things financial...If the markets won't finance their states voluntarily, regulations will make it compulsory 10-8-2026Oct 8 • All things financial...Efficiency was a bet that geography stop mattering. Geography is collecting it's toll 10-6-2026Oct 6 • All things financial...Accelerated depreciation turns future tax relief into present cashflow & future losses 10-5-2026Oct 5 • All things financial...A bond gold clause does not eliminate sovereign risk, the form of promise is changed to metals 10-4-2026Oct 4 • All things financial...Gold convertibility does not eliminate inflation; it limits discretionary monetary expansion 10-2-2026Oct 2 • All things financial...
