#bubblewatch update:
Analysis of current outstanding investment MBS (Mortgage Backed Securities) debt showing huge losses (in the hundreds of billions) from 2022 to present.
> US might be sitting on a TIME BOMB!! https://albygetho.substack.com/p/us-might-be-sitting-on-a-time-bomb
> The greatest financial risk from the current #AI investment cycle is unlikely to come from a single company defaulting. Instead, it may emerge through a gradual deterioration in the credit chain that has developed around AI infrastructure.