What's New(s) in Amsterdam - 25 September (Flow Traders | Fugro)
In this edition: • Flow Traders | expects 26Q3 NTI to be significantly below 26Q2 • Fugro | secures additional survey contracts in Timor-Leste
Compute Vs. Colocation: CoreWeave and the CORZ/CRWV Spread
CoreWeave’s $104B backlog hides $51B in debt & leases, while colocation landlords capture the margins. The CORZ/CRWV spread is also testing a key...
The Potential for National Financial Default
High debt burdens are not just a developing world phenomenon. The growth of Quantitative Easing programs has resulted in significantly increased...
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