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Sep 4, 2026 / Tyler Durden
World's Largest Sovereign Wealth Fund Cuts Treasury Holdings... But It's Not What You Think
World's Largest Sovereign Wealth Fund Cuts Treasury Holdings... But It's Not What You Think The headlines are running rampant this morning as the world's largest (and most transparent) sovereign wealth fund - Norway's Government Pension Fund - has proposed reducing the amount of government bonds in its $2.3 trillion portfolio to boost holdings of riskier debt, with US Treasuries the most affected. Norges Bank Investment Management (NBIM), which manages the fund, said in a letter sent to the Ministry of Finance on Tuesday and published on its website, that government debt should...
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Jul 1, 2026 / Tyler Durden
The World Is Becoming Increasingly Divided By Fertility
The World Is Becoming Increasingly Divided By Fertility The world is becoming increasingly divided by fertility. One group of countries now has too few births to naturally replace its population, while another continues to see population growth driven by higher fertility rates. This demographic divide has major implications for aging populations, labor markets, immigration, and future economic growth. This map, via Visual Capitalist's Jeff Desjardins, shows which countries are above and below the replacement fertility rate of 2.1 children per woman, using projections for 2025 from the UN World Population Prospects 2024 Revision. While...
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Jul 3, 2026 / Tyler Durden
China-Linked Socialist NGO Derailed $23.6 Billion In Data Center Buildouts: Report
China-Linked Socialist NGO Derailed $23.6 Billion In Data Center Buildouts: Report Our note on Thursday titled "World's Largest Data Center Project On Verge Of Collapse After Blackstone Unexpectedly Pulls Out" detailed Blackstone dialing back its presence from Northern Virginia's data-center alley, raising questions about whether the AI infrastructure buildout, colliding with local resistance movements, has begun to hit hard limits. Just days after agreeing to sell stakes in three Virginia data centers to Digital Realty Trust for $3.5 billion, Blackstone's QTS Realty Trust is reportedly abandoning plans for its portion of...
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