ChatGpt and I Discuss the Weather

October 24, 2026 Winter Watch 1

RW: They keep dodging bullets, but this chart may explain why storms keep cropping up. Stay short P&C. Does this enhance winter storms and nor easters as well? Gallagher Re’s October 21 report estimates first-nine-month […]

Anti-US and Zios Protests Spread to Japan

October 20, 2026 Winter Watch 2

Going on worldwide. 🚨 BREAKING: In Tokyo, tens of thousands gathered outside Parliament demanding the PM’s resignation over his support for the US and Israel. The Japanese people are showing incredible determination. https://t.co/BvFMLeicdb — GPC […]

France is Burning

October 18, 2026 Winter Watch 4

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 […]

“GOLDEN ERA” UPDATE

October 17, 2026 Winter Watch 0

“This is the worst market I’ve seen in my life” — 22-year-old trader And it gets even crazier. 🤯 1,400 stocks are down 70%+ from their 52-week highs. Let that sink in. If you’re down […]

Minsky Moment: Inside the Ai Bubble?

October 16, 2026 Winter Watch 7

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 […]

Bad Overnight Sessions in Asia

October 15, 2026 Winter Watch 0

@zerohedge @farrmacro https://t.co/B4tPlXAYhJ — Mike Damone (@damone_mike) October 15, 2026 ChatGpt: What makes this particularly interesting is SoftBank’s position at the intersection of AI infrastructure, leveraged financing, private valuations, and global liquidity. We’ve been discussing […]

Follow-up on the Catastrophes

October 14, 2026 Winter Watch 1

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 […]

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