u/Boo_Randy_Revival

As Japan is one of the largest buyers of U.S. Treasuries, it's unclear what happens when Japan is forced to accelerate the drawdown in their balance sheet further. Will the Keynesian fraudsters at the BoJ - who have been even more reckless than the Fed when it comes to radical monetary experiments - be the first central bank to lose control of the debt market?

This marks a +$570 billion YoY increase, or +204%, and +$200 billion QoQ increase, or +31%.

Meta, $META, added the most in Q1 2026, committing +$79 billion in new leases, a +76% QoQ increase, bringing its total to ~$183 billion.

At the same time, Microsoft, $MSFT, added +$41 billion, a +26% QoQ increase, bringing its total to ~$197 billion.

Oracle leads with the largest total commitments at ~$250 billion, having already secured many of the key sites needed to fulfill its contract with OpenAI.

Tech companies are doubling down on AI.

Coming soon to a housing bubble near you.

“BlackRock’s Head of Troubled Private Credit Fund to Exit After Losses”

“…Phil Tseng, chief executive officer of the publicly traded BlackRock TCP Capital Corp., remains an employee of the world’s largest asset manager for now, according to people familiar with the matter.

It’s unclear when he’ll depart and plans haven’t been finalized…

BlackRock TCP Capital Corp. is a publicly traded business development company that pools together private credit loans.

The vehicle has struggled after a series of troubled investments forced it to mark down the net value of its assets twice this year — by 19% in January and 5% in May…”

Poland led for the 2nd consecutive month at +18 tonnes, bringing its year-to-date total to +64 tonnes, with gold reserves now at a record 614 tonnes.

China added +10 tonnes, the biggest monthly addition since December 2024, increasing its official gold reserves to a record 2,331 tonnes, also accounting for 9% of total FX reserves, near an all-time high.

This also marks the 20th consecutive monthly purchase by the Chinese central bank.

At the same time, Uzbekistan and Kazakhstan acquired +9 tonnes and +7 tonnes, respectively.

Central bank demand for gold is back.

This is as good as it gets, with the housing market's downside risk vastly outweighing any upside potential.

As in 2025, Colorado registered its biggest domestic migration loss in 40 years. With 12,000 more Americans leaving Colorado than moving in. Californian libtards who fled what they voted for in CA, then attempted to re-create it in Colorado, are now fleeing yet again to infest new red states & communities as Colorado has been ruined by Democrat malgovernance.

This indicates that Colorado's market is now mired in a correction, with homeowners leaving the state and buyer demand down 25% from pandemic highs. Things are getting so bad that the supply in Colorado is now 55% above normal, pre-pandemic levels for June.

This situation is especially difficult in Denver, where supply is highest and values are down by almost 10% from peak already.

Of course, there are local variations within the market.