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CoreWeave executives: The company is re-contracting its existing cloud infrastructure and selling it at a significant premium; pricing continued to rise in the fourth quarter, enough to fully offset cost increases.

2026-11-11

CoreWeave executives: The company is re-contracting its existing cloud infrastructure and selling it at a significant premium; pricing continued to rise in the fourth quarter, enough to fully offset cost increases.

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2026-11-10

Russian Foreign Minister Lavrov: Russia will not agree to the European demand for an immediate ceasefire in Ukraine; the EU is merely trying to buy time.

Russian Foreign Minister Lavrov: Russia will not agree to the European demand for an immediate ceasefire in Ukraine; the EU is merely trying to buy time.
2026-11-10

1. The Buffett Indicator is at 228.40%. Although the previous sharp decline in US stocks caused a significant drop in this index, it remains severely overvalued over the long term. 2. The S&P 500 Equity Risk Premium (ERP) is 5.58%, which is in a rel

1. The Buffett Indicator is at 228.40%. Although the previous sharp decline in US stocks caused a significant drop in this index, it remains severely overvalued over the long term. 2. The S&P 500 Equity Risk Premium (ERP) is 5.58%, which is in a relatively neutral range. Taking both indicators together, the cost-effectiveness of investing in US stocks is relatively low compared to US bonds.
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