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30.08.26 - 20:33
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Druckenmiller Warning: The Bond Market Already Priced It (ZeroHedge)
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Druckenmiller Warning: The Bond Market Already Priced It
Authored by Lance Roberts via RealInvestmentAdvice.com,
Recently, Stanley Druckenmiller wrote an opinion piece for the Wall Street Journal. The “Druckenmiller warning” hit on August 24, and within a day, the financial press turned it into a soap opera. Some of the headlines were “Mentor scolds protégé,” and “Billionaire slams the Treasury Secretary.” Then, the revelation that he wrote it with the help of AI somehow became its own headline.
However, while the media was busy making headlines, the argument was lost. Stanley Druckenmiller did not forecast a debt crisis, nor pitch a trade. What he said was something difficult to fit in a headline, and it was something the bond market has already said for him.
What Actually Happened On August 19
On August 19th, the Treasury said it would double the size of its long-dated buyback operations to at least $4 billion. That operation will run from September 9 through November...
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30.08.26 - 18:24
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Why solar bonds are a bright idea | Letter (The Guardian)
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A financial model that could cut the cost of installing solar panels for many homeowners is welcomed by Alexis AbramsonThe UK proposal to use “solar bonds” to make rooftop solar more affordable is a smart solution to a fundamental problem: the rising cost of capital (Cut cost of loans for solar panels on UK homes, ministers urged, 21 August).A household that can pay for solar upfront saves money from day one. For everyone else, high-interest financing can consume much of those savings and ultimately deter people from installing the technology. A solar bond structure changes that equation: investors receive a modest, guaranteed return, and homeowners get access to cheaper capital. Because the loan is attached to the property rather than the individual, there's no issue if the person moves. Continue reading......
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