According to @lisaabramowicz1, tech bonds are selling off as debt traders question whether they are footing the bill for equity market enthusiasm, indicating broad pressure in the sector (source: @lisaabramowicz1). According to @lisaabramowicz1, Oracle’s $3.5 billion 30-year bond issued in September has fallen 8% from its October peak, underscoring notable weakness in long-duration tech credit that traders should track for risk management and pricing (source: @lisaabramowicz1).

According to The Kobeissi Letter, Berkshire Hathaway currently holds approximately $305.5 billion in US Treasury Bills, which is about $110.2 billion more than the US Federal Reserve’s $195.3 billion T-bill holdings. This means Berkshire Hathaway’s T-bill balance is roughly 56% higher than the Fed's, signaling a significant shift in institutional allocation towards short-term US government debt. For traders, this trend underscores growing confidence in T-bills as a safe haven amid uncertain market conditions, and may influence liquidity and yields in the fixed income market (source: The Kobeissi Letter Twitter, May 3, 2025).