Latest / Reformed Millennials - Learn Earn and Invest
Bankruptcies, sold-out datacenters, and a vote to stay in Canada
Delta raised fares about 20% from a year ago and nobody stopped flying… Premium revenue was up 18% last quarter. Ed Bastian’s explanation was blunt: the top 40% of American households are “nearly $40 trillion wealthier than they were just a few years ago.”
However, that same economy eating airfare increases produced 372 large US company bankruptcy filings in the first half of 2026. That’s the most since 2010, and one more than the same stretch last year. Two years running.
We have Zombie companies and we have breakthrough technology businesses. What we need to start asking ourselves as…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.