I’m not watching the news about the local bank crisis. Because I don’t want to have excessive fear. Currently I’m buying and selling with only a fraction of the seed. If I don’t make additional deposits, I can finish the worst case scenario with losing all my current maritime account deposits. The VIX is already…

a young man in his 20s who left for Cambodia I saw an article saying that young people were greedy for money and their intellectual ability deteriorated to the extent that they did not know that Cambodian job advertisements were clearly posted by criminal organizations. Did he leave without knowing that the job advertisement was…

Dimon’s cockroach… is it a start?? Today, I’m writing with a little bit of a heavy heart. I was thinking that we need to monitor the private equity market, including the minutes of the FOMC meeting. It feels like that’s starting today. And JPMorganization’s cockroach theory, as I mentioned in my essay on the 10th…

I said I’d talk about cockroaches separately, but it was a day where cockroaches became a problem. There seems to be a renewed sense of anxiety about small banks in the U.S. However, the problem is– some of it is triggered by small banks themselves, but also the insolvency of private equity loans that have…

Markets closed lower on worries about insolvency in regional banks and fears that too much liquidity had flowed into illiquid assets as the stocks of the two companies fell because of insolvency at Zion Bank and Western Alliance. Coincidentally, the news followed by comments by Chairman JP Morgan Dimon on Tuesday that a cockroach was…