Business news from Winter Watch writers and from around the Web.

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 […]

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 […]

Orwellian Algos Financed by CIA ‘Fund’

February 16, 2026 Russ Winter 10

The Intercept put out quite an article in 2016 that everyone should read carefully, avoid skimming. The piece describes algorithms designed to spot an “insider threat” and artificial intelligence (AI) that will sift through large data […]

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