Blue state AGs need to be looking at some backstops here too. Surely the fascists' lawless misadventures have veered into state law enough to find an entry point there too by now.
October 29, 2026 at 6:17 PM
Blue state AGs need to be looking at some backstops here too. Surely the fascists' lawless misadventures have veered into state law enough to find an entry point there too by now.
Backstops abound, brave buyers scarce. #econsky
CITADEL: “.. at some point the challenge could be less about finding an investment-grade backstop, and more about finding the actual buyers willing to absorb more of the risk ..”
@bloomberg.com
www.bloomberg.com/news/article...
@bloomberg.com
www.bloomberg.com/news/article...
October 28, 2026 at 12:21 PM
Backstops abound, brave buyers scarce. #econsky
I've read about the backstops in his book "More and more and more". All kinds of carbon managament is definitely still working as backstops, but people are starting to see the emperor has no clothes on. We need to seriously start discussing "sufficiency, reduction, and dismantlement" as Fressoz says
October 31, 2026 at 10:37 PM
I've read about the backstops in his book "More and more and more". All kinds of carbon managament is definitely still working as backstops, but people are starting to see the emperor has no clothes on. We need to seriously start discussing "sufficiency, reduction, and dismantlement" as Fressoz says
If neocloud financing is dead that means SB Energy and Nscale’s IPOs are dead. Not sure what Lambda does about its IPO either. Super Micro already backstops one of their leases!
October 26, 2026 at 1:47 AM
If neocloud financing is dead that means SB Energy and Nscale’s IPOs are dead. Not sure what Lambda does about its IPO either. Super Micro already backstops one of their leases!
Bailout? FUCK THAT!
Provide backstops and support for people, esp, those who had no fucking say in the matter. Throw the drwning Casino Capitalists brick or an anchor.
Provide backstops and support for people, esp, those who had no fucking say in the matter. Throw the drwning Casino Capitalists brick or an anchor.
October 30, 2026 at 5:48 PM
Bailout? FUCK THAT!
Provide backstops and support for people, esp, those who had no fucking say in the matter. Throw the drwning Casino Capitalists brick or an anchor.
Provide backstops and support for people, esp, those who had no fucking say in the matter. Throw the drwning Casino Capitalists brick or an anchor.
How are any of the prospects above any of those active players? In a dynasty startup I would gladly take those 7 ahead of Lackey and the Cardinal backstops.
Totally agree those prospects are special but I can’t make that jump. 😇
Totally agree those prospects are special but I can’t make that jump. 😇
November 1, 2026 at 12:06 AM
How are any of the prospects above any of those active players? In a dynasty startup I would gladly take those 7 ahead of Lackey and the Cardinal backstops.
Totally agree those prospects are special but I can’t make that jump. 😇
Totally agree those prospects are special but I can’t make that jump. 😇
Your Cards of the Day: The photo on Del Rice's 1961 card shows him using a glove with the signature of Pete Daley. The two backstops were never teammates. Shout out to autograph sleuth Billy Moore for his assistance. Trivia is a terrible way to waste a mind.😄
October 31, 2026 at 2:43 PM
Your Cards of the Day: The photo on Del Rice's 1961 card shows him using a glove with the signature of Pete Daley. The two backstops were never teammates. Shout out to autograph sleuth Billy Moore for his assistance. Trivia is a terrible way to waste a mind.😄
Alphabet 10-Q: signed backstops on third-party data center leases $48.0B at 30 Sep vs $16.9B at Dec 2025. $27.7B more promised ($10B Crux AI), $22.8B power-equipment guarantees.
https://www.sotkn.com/wire/alphabet-48b-data-center-backstops-wire/
https://www.sotkn.com/wire/alphabet-48b-data-center-backstops-wire/
October 31, 2026 at 4:31 AM
Alphabet 10-Q: signed backstops on third-party data center leases $48.0B at 30 Sep vs $16.9B at Dec 2025. $27.7B more promised ($10B Crux AI), $22.8B power-equipment guarantees.
https://www.sotkn.com/wire/alphabet-48b-data-center-backstops-wire/
https://www.sotkn.com/wire/alphabet-48b-data-center-backstops-wire/
The debt side is already unusual. Broadcom moved part of its TPU rack leases to Anthropic into an Apollo vehicle and backstops up to $29B of the lease payments, which the S-1 only calls "another third party". Rating agencies will see those lease obligations next to any bonds.
October 31, 2026 at 1:09 AM
The debt side is already unusual. Broadcom moved part of its TPU rack leases to Anthropic into an Apollo vehicle and backstops up to $29B of the lease payments, which the S-1 only calls "another third party". Rating agencies will see those lease obligations next to any bonds.
The 2008 comparisons were everywhere: privatizing upside during the boom, then begging for public backstops once speculative investments turn sour. The prevailing view was that market feedback loops only work if companies actually go bust when bets fail. #tech 2/4
October 30, 2026 at 8:00 PM
The 2008 comparisons were everywhere: privatizing upside during the boom, then begging for public backstops once speculative investments turn sour. The prevailing view was that market feedback loops only work if companies actually go bust when bets fail. #tech 2/4
The key question isn’t whether Nvidia’s demand is strong, but how much it helps finance that demand. Reports of a Meta investment, SpaceX GPU financing and $36B in backstops make that funding loop worth examining—with sourcing caveats. #NVDA https://post.kapualabs.com/4az56673
Is Nvidia Financing Its Own Demand?
A $3 billion Meta investment and $36 billion in backstops put the sustainability of the AI build-out under scrutiny.
nova.kapualabs.com
November 1, 2026 at 10:29 AM
The key question isn’t whether Nvidia’s demand is strong, but how much it helps finance that demand. Reports of a Meta investment, SpaceX GPU financing and $36B in backstops make that funding loop worth examining—with sourcing caveats. #NVDA https://post.kapualabs.com/4az56673
Backstops abound, brave buyers scarce. #econsky
CITADEL: “.. at some point the challenge could be less about finding an investment-grade backstop, and more about finding the actual buyers willing to absorb more of the risk ..”
@bloomberg.com
www.bloomberg.com/news/article...
@bloomberg.com
www.bloomberg.com/news/article...
October 28, 2026 at 12:20 PM
Backstops abound, brave buyers scarce. #econsky
as always, ask yourself what the internal backstops are?
(there are pretty much none for the use of ChatGPT and the like, which are already allowing junior personnel in the both the gov't itself and the consultants it depends upon to appear much better trained than they are)
(there are pretty much none for the use of ChatGPT and the like, which are already allowing junior personnel in the both the gov't itself and the consultants it depends upon to appear much better trained than they are)
November 2, 2026 at 8:42 PM
as always, ask yourself what the internal backstops are?
(there are pretty much none for the use of ChatGPT and the like, which are already allowing junior personnel in the both the gov't itself and the consultants it depends upon to appear much better trained than they are)
(there are pretty much none for the use of ChatGPT and the like, which are already allowing junior personnel in the both the gov't itself and the consultants it depends upon to appear much better trained than they are)
Sometimes I wonder if their are folks at WotC that yell at their TV (as it were) about cards that aren’t being played but were designed as backstops for decks. And we are just complaining the format is ruined and the answer is right in front of us.
one of the coolest things about magic:
decks that have been legal but aren’t found until years later
for example, grixis death’s shadow was (mostly) legal for two years before michael majors built it
anyway, i get to play it at this event (with gitaxian probe)
lodestonegames.com/products/eve...
decks that have been legal but aren’t found until years later
for example, grixis death’s shadow was (mostly) legal for two years before michael majors built it
anyway, i get to play it at this event (with gitaxian probe)
lodestonegames.com/products/eve...
Signup- Flashback Team Trios Benefitting Queerspace Collective – Lodestone Coffee and Games
lodestonegames.com
November 2, 2026 at 1:43 AM
Sometimes I wonder if their are folks at WotC that yell at their TV (as it were) about cards that aren’t being played but were designed as backstops for decks. And we are just complaining the format is ruined and the answer is right in front of us.
Nvidia isn't just selling chips anymore — it's bankrolling the whole AI boom. Stakes, backstops, guarantees… is the boom just Nvidia lending to itself? 👀
paktechstan.com/nvidia-has-b...
paktechstan.com/nvidia-has-b...
Nvidia Has Become the Bank of the AI Boom — and Wall Street Is Asking If It's Fuelling a Bubble — Paktechstan
Nvidia's $3B Meta stake caps a web of AI investments, backstops and guarantees that some call the central bank of the AI boom — and others a bubble risk.
paktechstan.com
October 31, 2026 at 12:32 AM
Nvidia isn't just selling chips anymore — it's bankrolling the whole AI boom. Stakes, backstops, guarantees… is the boom just Nvidia lending to itself? 👀
paktechstan.com/nvidia-has-b...
paktechstan.com/nvidia-has-b...
Black Box #025: US Energy Department Deploys $1.5B Anchor Capacity Contracts to Unlock Interstate HVDC Grids
Black Box #025: US Energy Department Deploys $1.5B Anchor Capacity Contracts to Unlock Interstate HVDC Grids
Federal capacity backstops bypass regional cost-allocation impasses, funding 7.1 GW of interstate transmission including the first high-capacity HVDC bridge into Texas.
thedecoded.media
November 1, 2026 at 9:30 AM
Black Box #025: US Energy Department Deploys $1.5B Anchor Capacity Contracts to Unlock Interstate HVDC Grids
Crazy when you think of all the great catchers over the years. It's alright though -- us backstops are used to being undervalued.
Catchers to Win World Series MVP:
2026 William Contreras
2015 Salvador Perez
1992 Pat Borders
1983 Rick Dempsey
1982 Darrell Porter
1981 Steve Yeager (co-MVP)
1976 Johnny Bench
1972 Gene Tenace
2026 William Contreras
2015 Salvador Perez
1992 Pat Borders
1983 Rick Dempsey
1982 Darrell Porter
1981 Steve Yeager (co-MVP)
1976 Johnny Bench
1972 Gene Tenace
October 29, 2026 at 11:17 AM
Crazy when you think of all the great catchers over the years. It's alright though -- us backstops are used to being undervalued.
Alphabet: Q3 operating cash flow was $42.3B vs $51.4B capex. Its filing also shows $130.5B of not-yet-started lease payments and $75.7B of contingent data-center backstops—not one debt total.
https://www.sec.gov/Archives/edgar/data/1652044/000165204426000084/goog-20260930.htm
https://www.sec.gov/Archives/edgar/data/1652044/000165204426000084/goog-20260930.htm
October 31, 2026 at 3:32 AM
Alphabet: Q3 operating cash flow was $42.3B vs $51.4B capex. Its filing also shows $130.5B of not-yet-started lease payments and $75.7B of contingent data-center backstops—not one debt total.
https://www.sec.gov/Archives/edgar/data/1652044/000165204426000084/goog-20260930.htm
https://www.sec.gov/Archives/edgar/data/1652044/000165204426000084/goog-20260930.htm
Microsoft is the counterweight: $58.0B of Q3 operating cash still covered $39.4B of additions; Azure grew 48%. Strong demand and capital access reject a generalized stop. What changed is the burden: more debt, equity, leases, supplier claims, guarantees, and backstops.
October 31, 2026 at 3:49 AM
Microsoft is the counterweight: $58.0B of Q3 operating cash still covered $39.4B of additions; Azure grew 48%. Strong demand and capital access reject a generalized stop. What changed is the burden: more debt, equity, leases, supplier claims, guarantees, and backstops.
The exposure is already on big balance sheets. Amazon now marks its Anthropic notes at about $146.2B, up from $97.9B in June, and Broadcom backstops up to $29B of Anthropic's chip-rack lease payments to an Apollo vehicle. The filings side by side on Equibles
October 31, 2026 at 2:15 AM
The exposure is already on big balance sheets. Amazon now marks its Anthropic notes at about $146.2B, up from $97.9B in June, and Broadcom backstops up to $29B of Anthropic's chip-rack lease payments to an Apollo vehicle. The filings side by side on Equibles
$BTC stalls below $80K at $78K following Binance's $6.3B breach bailout, masking fragile liquidity beneath corporate guarantees.
Exhausted order books reveal a lack of genuine spot accumulation, leaving markets vulnerable to structural counterparty friction.
#Crypto #Bitcoin #Trading
Exhausted order books reveal a lack of genuine spot accumulation, leaving markets vulnerable to structural counterparty friction.
#Crypto #Bitcoin #Trading
Bitcoin Recovery Masks Market Fragility: Liquidity Trap Below 80k
Shallow Rebound: The illusion of stability below key resistance. Bitcoin Recovery Stalls Below $80K: The Structural Fragility of Solvency Backstops Ex...
coin24.news
November 1, 2026 at 2:45 PM
"It says that the government should take action, but bail out workers instead of executives through fiscal stimulus, job creation, and retirement fund backstops."
October 28, 2026 at 3:53 PM
"It says that the government should take action, but bail out workers instead of executives through fiscal stimulus, job creation, and retirement fund backstops."
*The resolution says that the government should take action but bail out workers instead of executives through fiscal stimulus, job creation, and retirement fund backstops, so workers and consumers are protected with immediate benefits if an economic collapse commences*
prospect.org/2026/10/28/h...
prospect.org/2026/10/28/h...
House Progressives Throw Down a Marker: No AI Bailouts - The American Prospect
A new resolution demands that Congress withhold support for AI companies that bankrupt themselves and instead respond to any future recession by supporting ordinary people.
prospect.org
October 28, 2026 at 12:12 PM
*The resolution says that the government should take action but bail out workers instead of executives through fiscal stimulus, job creation, and retirement fund backstops, so workers and consumers are protected with immediate benefits if an economic collapse commences*
prospect.org/2026/10/28/h...
prospect.org/2026/10/28/h...
Subsidized power builds shells, but it does not solve accelerator clearing. Advanced silicon needs immediate utilization to beat depreciation. Without deep domestic software demand or sovereign backstops, facilities warehouse idle clusters while capital costs tick flat.
October 27, 2026 at 11:25 PM
Subsidized power builds shells, but it does not solve accelerator clearing. Advanced silicon needs immediate utilization to beat depreciation. Without deep domestic software demand or sovereign backstops, facilities warehouse idle clusters while capital costs tick flat.
With 4:26 left in the third period, Vegas leads Ottawa 2-1, and Adin Hill is holding the door while the Senators keep pushing for the equalizer.
metricsarena.com/insights/5535-hill…
#NHL #HockeySky #OttawaSenators #GoldenKnights
metricsarena.com/insights/5535-hill…
#NHL #HockeySky #OttawaSenators #GoldenKnights
October 28, 2026 at 4:41 AM
With 4:26 left in the third period, Vegas leads Ottawa 2-1, and Adin Hill is holding the door while the Senators keep pushing for the equalizer.
metricsarena.com/insights/5535-hill…
#NHL #HockeySky #OttawaSenators #GoldenKnights
metricsarena.com/insights/5535-hill…
#NHL #HockeySky #OttawaSenators #GoldenKnights