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equity

This week · 12 voices
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Entity · financial instrument

This week · 12 of the 74 voices we track · 8 mentions

Oct 8 → Oct 15, 05:30 ET · Last update Oct 7, 00:50 ET (for the window to Oct 6, 05:30)

Earlier: September 2026 · August 2026 · June 2026

Mixed

Discussion centred on how equity financing compares with debt in capital-intensive businesses. Ed Zitron viewed NVIDIA’s equity investments as less risky to its balance sheet than Broadcom’s debt-backed financing and criticised CoreWeave’s repeated use of multiple funding channels 1. Charles Funk said Heliostar’s Ana Paula could be built without equity, while The Kobeissi Letter highlighted unusually low equity volatility relative to bond-market volatility and questioned whether stocks would catch up 23.

From the window to Oct 6, 05:30 ET — this window's take is still to be written.

Where the voices land

All voices 2 voices

1 bearish1 range-bound

Strongly bearish

  • LRLance RobertsStrongly bearish Expects another significant market decline at some point, likely in the 2030s, and says now is not the time to pile into equities. “notre thèse est qu'on va avoir un autre déclin dans les marchés à un moment donné, pas dans les prochaines années” ▶ 44:14 Value Stocks Set To Outperform Tech Into The End… · 10 Oct

Range-bound

  • PBPeter BerezinRange-bound Neutral on stocks, recommending a benchmark allocation, but expects stocks to move sideways for the rest of the year before falling next year. ▶ 18:13 No Relief Until 2027—Then Stocks Face Reset | Pe… · 13 Oct

1 bearish1 range-bound

Mentions

8 this week
Wed 7Tue 13 · 3Thu 15

Stories it travels in

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The stories

  • ○ a voice, on the left
  • ◌ a voice raising half of these
  • ● a subject, on the right, under its story
  • ⌒ a line is a voice raising a subject — thicker, more items; colour is the story

The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.

Who brings it up

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