How the #AIBubble may be like the 2008 GFC thanks to SPVs / CDOs
#GPU #CoreWeave #NVIDIA #StructuredFinance #Securitisation #CDO #DataCentres #PrivateCredit #GFC2 #DerivativesMarket #PensionFunds #SPV #ComputeFutures #TechDebt #WallStreet #FinancialEngineering #2008Redux
The Pension Fund Operators Association of Nigeria (PenOp) says pension fund investment in domestic equities rose to N3.96 trillion as of December 2025.
https://dmarketforces.com/pension-funds-equity-investment-hits-n3-96trn-in-5-yrs-penop/

South Korea’s top pension fund CIOs say domestic equity holdings have hit allocation limits, expect a technical correction in KOSPI, and will focus on risk management through year-end.
This is the most powerful european weapon aganist #trump : just sell any American asset. Quietly 🤫
#denmark #groenland #europe #pensionFunds
https://www.cnbc.com/2026/01/20/akademikerpension-us-treasury-greenland-trump.html