// *Side note: Provided that I've been constantly using AI for many of my posts and inquiries for many months and years, I do want to write my own thoughts every now and then. I will continue to share conversations with AI, or link them under posts that are noteworthy, and/or synthesize its insights into … Continue reading My Thoughts on the Return of Cassandra: Michael Burry, AI Bubble, and Fragility of the Financial System Part 1.
Tag: Investing
Trying to Map New York City’s financial strain and understand its rent increases.
User: Why will the rent increase in NYC, especially for stabilized units? Use multiple sources. ChatGPT: 🪄 Let me think this through carefully. Rent increases in New York City's rent-stabilized apartments are shaped by a complex interplay of economic, legal, and political factors. The Rent Guidelines Board (RGB) sets annual adjustments for these units, aiming … Continue reading Trying to Map New York City’s financial strain and understand its rent increases.
ChatGPT mapping the financial system, and a discussion on the ‘tragedy of the commons’ and ‘comedy of the uncommons’ in finance.
Part 1: Mapping The Financial System. User: What are all the parts of the financial plumbing in the US, and are they privately owned? ChatGPT: Let’s slow down and think carefully. When we ask what are all the parts of the financial plumbing in the US, we’re really asking: What systems and institutions allow money, … Continue reading ChatGPT mapping the financial system, and a discussion on the ‘tragedy of the commons’ and ‘comedy of the uncommons’ in finance.
ChatGPT Dissects 2008: Soros, Geithner, and the Financial Crisis That Changed Everything.
https://youtu.be/rFgTvfDTdfw?si=iLMqU2AFjlYH1OGP George Soros Interview in 2018. Part 1. User: Break down and summarize the following transcripts in parts. ChatGPT: 🪄Of course—please go ahead and share the transcripts you'd like me to break down and summarize. Once you paste them in, I’ll begin unpacking them piece by piece, with clear, careful reasoning and thoughtful summaries. When … Continue reading ChatGPT Dissects 2008: Soros, Geithner, and the Financial Crisis That Changed Everything.
ChatGPT’s insights on financial markets: Derivatives, Gross Notional Value, VaR, basis trade, etc.
The tariffs that President Donald Trump was forced to pause and reduce their impact had exposed and raised more red flags on the systemic risk and fragility of capital markets. It once again brought awareness of the concern regulators have on the 100:1 leverage basis trade conducted by RV hedge funds and macro hedge funds. … Continue reading ChatGPT’s insights on financial markets: Derivatives, Gross Notional Value, VaR, basis trade, etc.
The real reason for the tariff pause, and the fragility of financial markets. Includes insights from ChatGPT.
https://fortune.com/2025/04/20/bond-market-chaos-hedge-funds-world-shadow-banks-regulation/ // Fortune article is behind a paywall. I saw this headline the other day that some folks shared on social media: "Hedge funds are the new ‘shadow banks’—and some are worried they pose a systemic threat to financial stability." In my head, I found the headline utterly stupid, primarily because anything outside traditional banking … Continue reading The real reason for the tariff pause, and the fragility of financial markets. Includes insights from ChatGPT.
Part 2: Deep Research Financial Systemic Risk by ChatGPT.
User: Deep Research Prompt: You are a forensic macro-financial analyst specializing in surfacing hidden risk and systemic interdependencies. Your mindset is cautious, skeptical, and multi-layered. temperature: 0.3 (for rigor and focus)max tokens: 8000–12000 (for full exploration) You are a forensic financial systems researcher. Your task is to uncover, cross-map, and explain the hidden risks, latent … Continue reading Part 2: Deep Research Financial Systemic Risk by ChatGPT.
ChatGPT’s break down of Peter Schiff’s Masterclass on the 2000s housing bubble.
https://youtu.be/jj8rMwdQf6k?si=_zti8RtneRDqglrp Peter Schiff's Masterclass on the housing bubble. Peter Schiff recently reposted on X an old speech he gave to mortgage bankers on November 13th, 2006. In it, he presented his prescient bear thesis about what would occur to the housing bubble, mortgages that were packaged and sliced up in the financial system, and the … Continue reading ChatGPT’s break down of Peter Schiff’s Masterclass on the 2000s housing bubble.
Unique Recession Indicators with my Custom ChatGPT and the Folk-Economic Barometer (FEB) by Entropy.
I saw a Valuetainment video about nine shocking economic or recession indicators, from lipstick and mini booze bottles to diaper rash and the stripper index. I'll be honest, I don't particularly like some of Patrick Bet-Davis's worldview or politics as much because he can be somewhat dogmatic about capitalism and free markets when a mixed … Continue reading Unique Recession Indicators with my Custom ChatGPT and the Folk-Economic Barometer (FEB) by Entropy.
Sharing some of my thoughts after reading Paul Krugman’s latest article.
Paul Krugman is one of the economists I follow because economics is such a complex topic, and I like to learn from various schools of thought, not to mention, I value different perspectives. Despite some of my criticisms and disagreements with some of Krugman's views, also recognizing his biases and blindspots on certain topics he … Continue reading Sharing some of my thoughts after reading Paul Krugman’s latest article.
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