Articles contributed by Russ Winter, editor and publisher of Winter Watch and WinterActionables.com.

ChatGpt and I Discuss the Weather

October 24, 2026 Winter Watch 4

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 […]

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 […]

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 […]

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 […]

Numerous Black Swans and the Minsky Moment

October 11, 2026 Winter Watch 9

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 […]

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