The Bretton Whoops

Netflix Boots Content Chief As Viewership Sags Netflix shares are locked in a bear market, down nearly 25% year-to-date, as the platform's viewership growth has slowed and recent shows have seen troubling audience declines in their second seasons. Bloomberg reports that chief creative officer Bela Bajaria has been abruptly booted and is set to be replaced later this month by veteran entertainment executive Peter Rice. Rice, a former senior executive at Walt Disney and 21st Century Fox, will take the reins on October 26 and oversee scripted and unscripted series, films,...

Just Days After Record IPO, SpaceX To Sell $20 Billion In Bonds Earlier this week, we showed the unprecedented pace of hyperscaler Investment Grade debt accumulation, which according to Morgan Stanley calculations had doubled in just two quarters, rising from 0.9x leverage in Q3 '25 to 1.8x currently, a pace that has already surpassed the entire energy sector's gross leverage of 1.6%.  Source We predicted that this staggering growth rate would continue increasing at a pace of over 0.3x per quarter, and moments ago we got another confirmation of the insatiable demand...

Israeli forces killed at least 10 Palestinians in Gaza over the past three days, according to numbers from Gaza’s Health Ministry, as the IDF continues its constant violations of the US-backed ceasefire deal. In that same time, at least five Palestinians died of wounds sustained by previous Israeli attacks, and one body was recovered from […]