For the Ai Buildout Life Comes at You Fast
RW: A bunch of these stories on X today. The Coreweave pump ended fast. Chat: This is potentially a much bigger development than the market [...]
Will Barack Obama’s Real Father Please Stand Up
The ludicrous birther story of Barrack Obama being born in Kenya was finally dismissed by Donald Trump in 2016. The birther story was a decoy [...]
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France is Burning
The coat of running a low trust society and too late to correct. Chaos is starting to spread to Italy. Late stage collapse behavior on an epic level. ChatGPT: The unrest in France and Italy [...] -
Robert Mapplethorpe: Promoting Cultural Degeneracy, Weaponizing Modern Art
My first inadvertent glimpse of the depraved “art” of dick-pic photographer Robert Mapplethorpe (1946 – 1989, selfie) occurred while Googling images using the search term “Sausalito,” a quaint seaside community across the bay from San [...] -
Minsky Moment: Inside the Ai Bubble?
Underlying video: ChatGpt– This is becoming a much more interesting Minsky story. What strikes me about this video isn’t the collapse in chip stocks. It’s the simultaneous deterioration in credit pricing, financing availability, and confidence [...] -
Fearsome Threesome: Fetzer, Hagopian and Winter
Putin’s diesel deal with Trump embarrasses Zelensky even though it’s not going to solve our diesel problem. Trump claims Russia and Ukraine have reached “an energy cease fire”, but Zelensky says he’s never heard of [...] -
Follow-up on the Catastrophes
Isaias alert: ILS estimate widens the credible insured-loss range 1. What changed Euler ILS Partners now estimates US$2–4 billion of industry insured losses, versus Cotality’s US$2–3 billion estimate and the roughly US$1 billion figure cited [...] -
The Minsky Moment Conversation About Housing
UPDATE: As of this morning, 43.4% of all US homes for sale are now undergoing price cuts. This is the highest read all year, up an additional 70 basis points from this time last week. [...] -
Reaching GFC Levels of Delinquency
I might as well starting sharing my ChatGpt notes: Note: BAA is very crowded trade. many of these masters of the universe types are playing it. This is potentially very bad news for ABS valuations, [...]
Richard Childers:
"I Teach at a Business School. It’s Time to Shut Them Down", https://zoomdr.blogspot.com/2026/10/i-teach-at-business-school-its-time-to.html Too many MBAs. Too many H-1Bs. Too…
Gemma:
The Jews have only one power: to destroy. They are even slowly destroying themselves over time. Everything is backwards upside…
somethinghappeninghere:
As they say in Japan, "Ah soo desu nee!"
Anon:
The Japanese to this day have not realised the two nukes were not to end the war, they were to…
