Berkshire Bought the Builder. The Bond Market Bought More Coffee.
Markets hit Thursday with oil, rates, and labor data doing the three-body problem nobody asked for. Today’s episode covers the S&P 500 snapping its winning streak, Treasury yields pushing higher, mortgage rates still hovering in the mid-6s, Berkshire Hathaway’s major Taylor Morrison housing bet, Alphabet’s AI-infrastructure capital raise, Bitcoin’s slide, Fed policy pressure, and a hot sales idea for exposing capital-stack gaps before lenders do. Brought to you with a subtle but serious nod to GRO GROUP’s 100% financing capabilities for data centers, solar farms, oil and gas, and ground-up…
The skinny
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