Independent thinking for complex markets and current events
CoreWeave’s strategy is a ticking time bomb for the AI market. It relies entirely on debt to fund operations while inflating valuations through compute-for-equity deals. The illusion of growth props up investor confidence, but when borrowing stalls, collapse will be sudden and brutal. Nvidia-backed CoreWeave $CRWV loses 24 cents on every dollar in sales. The …
by confoundedinterest17 It’s not always sunny in Philadelphia! And not because the Eagles got stomped by Baker Mayfield and the Tampa Bay Bucs. Manufacturing activity in the Philadelphia region continued to decline in January (for the 18th month of the last 20). The headline Philly Fed survey printed -10.6 (worse than the -6.5 expected) and …
by DesmondMilesDant Caption: High-quality debt created by data provider BondCliQ. https://www.bloomberg.com/news/articl… Caption: This H-portfolio contains 30 bonds covering major sectors such as tech, utilities, energy and financials, and includes bonds sold by Deere Capital Corp., Lowe’s Cos Inc., AMZN etc. This is the largest, most liquid, market in the world. It is heading …