Subject: Re: CDS and hyperscaler lending
I needed a laugh this morning.

I admit to lurking at the UK Policy board sometimes. It's often shrill and rude, but on the other hand there is some actual information interspersed that's interesting. Random example:
US Consumer Sentiment officially falls to its lowest level on record going back to 1952, down another -10% last month. Consumers now expect inflation to rise 4.8% over the next 12 months. This puts the Consumer Sentiment index down -21% since February 2026, before the Iran War.
I looked it up to make sure it was correct (it is), and discovered that essentially none of the recent fall has been among Democrats, which I found interesting.


Anyway, that's where I found this for my own morning chuckle
https://www.shrewdm.com/MB?pid...
Kroger is of course a Berkshire holding, so it's tangentially tangentially on topic.

Jim