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 [...]
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 [...]
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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, [...] -
Numerous Black Swans and the Minsky Moment
There are currently four major catastrophes juggling simultaneously: Hurricane Isaias, Mega hurricane Simon in Mexico, Tropical Storm Rachel: Southern California and Southwest, and the Panama earthquake. Worrying update for #Hurricane #Simon. The eye is now [...] -
“Art of the Deal” Big Brain Trump Pulls Off Phony Diesel Scam With Russia
This post is based on an analysis with Chat gpt. Big Brain claims he made a massive diesel deal with Putin to save the day in the lead up to the Midterm elections. Whether his [...] -
Dr. Lauretta Bender: Yet Another Acclaimed Psychiatric Quack
Lauretta Bender (1897-1987) was a Jewish-American pediatric neuropsychiatrist and a major human-experimentation empty-suit quack. She began working at New York City’s Bellevue Hospital in 1930 and, in 1934, was awarded the position of senior psychiatrist at the Children’s [...] -
Fearsome Threesome: Fetzer, Hagopian, Winter
The lab accident threatening a new pandemic appears to have been a routine mistake that is not mass-life-threatening, but has to do with dealing with threats arising from animal life on the border of Russia [...]
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And the first computers built in Israel based on Norbert (Wiener's) cybernetics incorporated the Kabbalah and demonology in its design,…
Rex Mc Innes:
Russ was chipper and Joachim taking no prisoners. Jim wearing a Hawaii shirt like Larry Johnson next week Jim will…
Richard Childers:
Machine intelligence could easily earn a 12% return by addressing problems related to the operation of society, IMHO. For instance,…
