Ultimately they want an investment that has the returns of pre-2008 CDOs but the risk level of government securities, and they’ve convinced themselves that’s what the property market is
September 28, 2026 at 9:53 AM
Ultimately they want an investment that has the returns of pre-2008 CDOs but the risk level of government securities, and they’ve convinced themselves that’s what the property market is
AI debt is reaching over a trillion dollars. The AI debt market is starting to help drive up US bond rates bc debt buyers are starting to switch from treasuries to poorly collateralized AI debt (CDOs, anyone?). Global trade data is up double what was expected by the WTO. 19% of global trade was AI \
September 28, 2026 at 9:07 AM
AI debt is reaching over a trillion dollars. The AI debt market is starting to help drive up US bond rates bc debt buyers are starting to switch from treasuries to poorly collateralized AI debt (CDOs, anyone?). Global trade data is up double what was expected by the WTO. 19% of global trade was AI \
Segundo os Bombeiros Voluntários de Viseu, o acidente ocorreu na propriedade, junto à habitação. O alerta para o acidente foi dado às 12h37, avança o CDOS, tendo o óbito sido declarado no local pela equipa médica.
on-centro.pt/index.php/pt...
on-centro.pt/index.php/pt...
Homem morre em despiste de trator no concelho de Castro Daire
Segundo os Bombeiros Voluntários de Viseu, o acidente ocorreu na propriedade, junto à habitação. O alerta para o acidente foi dado às 12h37, avança o Comando Distrital de Operações de Socorro (CDOS), ...
on-centro.pt
September 26, 2026 at 7:38 PM
Segundo os Bombeiros Voluntários de Viseu, o acidente ocorreu na propriedade, junto à habitação. O alerta para o acidente foi dado às 12h37, avança o CDOS, tendo o óbito sido declarado no local pela equipa médica.
on-centro.pt/index.php/pt...
on-centro.pt/index.php/pt...
Did Wall Street ever create CDOs for the film industry? Something something Special Purpose Vehicles.
September 26, 2026 at 7:50 AM
Did Wall Street ever create CDOs for the film industry? Something something Special Purpose Vehicles.
I'm beginning to think this is less of an AI bubble and more of a data center bubble. OpenAI and Anthropic are the CDOs (collateralized data center rollout obligations), and the data centers themselves are the houses... if you wanted parallels to the housing bubble.
September 24, 2026 at 4:56 PM
I'm beginning to think this is less of an AI bubble and more of a data center bubble. OpenAI and Anthropic are the CDOs (collateralized data center rollout obligations), and the data centers themselves are the houses... if you wanted parallels to the housing bubble.
Grifts like cloud computing, crypto, fake ai, CDOs, "free trade" etc. are not in any national interest aligned with any county's citizens. So to the extent that the CCP or Trump or the criminals pumperdumping data center constuction and use, they and their works should be figuratively set on fire.
September 23, 2026 at 7:19 PM
Grifts like cloud computing, crypto, fake ai, CDOs, "free trade" etc. are not in any national interest aligned with any county's citizens. So to the extent that the CCP or Trump or the criminals pumperdumping data center constuction and use, they and their works should be figuratively set on fire.
Data is treated as a cost center in most companies. The CDOs who change that ship data products, monetize them, and prove ROI. It is a discipline you can learn. A dedicated track on data products and monetization:
MBA Training
Learning paths, articles and podcasts in marketing, data, finance and AI, for leaders, aspiring leaders and anyone who wants to stay at the top of their game.
www.mba-training.com
September 23, 2026 at 12:41 PM
Data is treated as a cost center in most companies. The CDOs who change that ship data products, monetize them, and prove ROI. It is a discipline you can learn. A dedicated track on data products and monetization:
Synthetic CDOs, second time as farce.
September 23, 2026 at 1:01 AM
Synthetic CDOs, second time as farce.
So the fact that CLOs are going the way of CDOs should be extremely worrisome, no? They are supposed to be the good guys of the whole bundled debt investment nonsense right? Well yay, roll on 2008 v2😡. Is there ANYTHING positive about this economy?
September 22, 2026 at 10:21 AM
So the fact that CLOs are going the way of CDOs should be extremely worrisome, no? They are supposed to be the good guys of the whole bundled debt investment nonsense right? Well yay, roll on 2008 v2😡. Is there ANYTHING positive about this economy?
Even the railroads (we're still dealing with the mess made by those barons) provided more utility than this crap does. LLMs, blockchain, big data, IoT tech, and on the finance side CDOs, sectoral takeover by private equity firms... are all "solutions" that don't add any value of any kind to society.
September 21, 2026 at 6:23 PM
Even the railroads (we're still dealing with the mess made by those barons) provided more utility than this crap does. LLMs, blockchain, big data, IoT tech, and on the finance side CDOs, sectoral takeover by private equity firms... are all "solutions" that don't add any value of any kind to society.
Honestly, where was this type of financial education when I was a young man exploring my first mortgage backed CDOs?
September 21, 2026 at 2:49 PM
Honestly, where was this type of financial education when I was a young man exploring my first mortgage backed CDOs?
Air to Ground Message:
Hi can you ask cdos to issue vouchers in cfu for XXXXX as were doing comp bar at the moment and will run out of stock thx hope its not too bad
Area: Chester, UK
Type: Airbus A320neo
A: #a1e5d9e93c9
F: #fcd9fc87a0c
Hi can you ask cdos to issue vouchers in cfu for XXXXX as were doing comp bar at the moment and will run out of stock thx hope its not too bad
Area: Chester, UK
Type: Airbus A320neo
A: #a1e5d9e93c9
F: #fcd9fc87a0c
September 21, 2026 at 7:55 AM
Air to Ground Message:
Hi can you ask cdos to issue vouchers in cfu for XXXXX as were doing comp bar at the moment and will run out of stock thx hope its not too bad
Area: Chester, UK
Type: Airbus A320neo
A: #a1e5d9e93c9
F: #fcd9fc87a0c
Hi can you ask cdos to issue vouchers in cfu for XXXXX as were doing comp bar at the moment and will run out of stock thx hope its not too bad
Area: Chester, UK
Type: Airbus A320neo
A: #a1e5d9e93c9
F: #fcd9fc87a0c
Air to Ground Message:
HI CAN YOU ASK CDOS TO ISSUE VOUCHERS IN CFU FOR XXXXX AS WERE DOING COMP BAR AT THE MOMENT AND WILL RUN OUT OF STOCK THX HOPE ITS NOT TOO BAD
Area: Chester, UK
Type: Airbus A320neo
A: #a1e5d9e93c9
F: #fcd9fc87a0c
HI CAN YOU ASK CDOS TO ISSUE VOUCHERS IN CFU FOR XXXXX AS WERE DOING COMP BAR AT THE MOMENT AND WILL RUN OUT OF STOCK THX HOPE ITS NOT TOO BAD
Area: Chester, UK
Type: Airbus A320neo
A: #a1e5d9e93c9
F: #fcd9fc87a0c
September 21, 2026 at 7:55 AM
Air to Ground Message:
HI CAN YOU ASK CDOS TO ISSUE VOUCHERS IN CFU FOR XXXXX AS WERE DOING COMP BAR AT THE MOMENT AND WILL RUN OUT OF STOCK THX HOPE ITS NOT TOO BAD
Area: Chester, UK
Type: Airbus A320neo
A: #a1e5d9e93c9
F: #fcd9fc87a0c
HI CAN YOU ASK CDOS TO ISSUE VOUCHERS IN CFU FOR XXXXX AS WERE DOING COMP BAR AT THE MOMENT AND WILL RUN OUT OF STOCK THX HOPE ITS NOT TOO BAD
Area: Chester, UK
Type: Airbus A320neo
A: #a1e5d9e93c9
F: #fcd9fc87a0c
it's been a while since I've watched it but I remember the explanation of CDOs and CDS being solid
I guess the main things not covered are the Fed (i.e. rate hikes that led to ARM resets spiking mortgage payments) and the changes to capital requirements which created the bubble in the first place
I guess the main things not covered are the Fed (i.e. rate hikes that led to ARM resets spiking mortgage payments) and the changes to capital requirements which created the bubble in the first place
September 16, 2026 at 11:43 PM
it's been a while since I've watched it but I remember the explanation of CDOs and CDS being solid
I guess the main things not covered are the Fed (i.e. rate hikes that led to ARM resets spiking mortgage payments) and the changes to capital requirements which created the bubble in the first place
I guess the main things not covered are the Fed (i.e. rate hikes that led to ARM resets spiking mortgage payments) and the changes to capital requirements which created the bubble in the first place
It even does the basic sleight of hand between CDOs and CLOs I took Partnoy to task for 6 years ago!
www.crisesnotes.com/is-there-rea...
www.crisesnotes.com/is-there-rea...
Is There Really A "Looming Bank Collapse?"
A Reply to Frank Partnoy’s Atlantic Feature Article
www.crisesnotes.com
September 15, 2026 at 12:07 PM
It even does the basic sleight of hand between CDOs and CLOs I took Partnoy to task for 6 years ago!
www.crisesnotes.com/is-there-rea...
www.crisesnotes.com/is-there-rea...
As it ever was. Some years back I traced the path of a group of brokers who migrated from selling interest rate derivatives to municipalities in the early '90s, to currency swaps in the LTCM era, to synthetic CDOs during the mortgage bubble.
There's always a bubble forming somewhere . . .
There's always a bubble forming somewhere . . .
September 13, 2026 at 5:53 AM
As it ever was. Some years back I traced the path of a group of brokers who migrated from selling interest rate derivatives to municipalities in the early '90s, to currency swaps in the LTCM era, to synthetic CDOs during the mortgage bubble.
There's always a bubble forming somewhere . . .
There's always a bubble forming somewhere . . .
Fun Fact about the AI "Industry":
In 2008, banks took bets on the mortgage backed securities, and bets on the bets based on MBSs. They were called CDOs and CDSs.
Now they have AI Collateralized Compute Obligations!
Derivatives backed by AI compute. But unlike houses, chip value only depreciates.
In 2008, banks took bets on the mortgage backed securities, and bets on the bets based on MBSs. They were called CDOs and CDSs.
Now they have AI Collateralized Compute Obligations!
Derivatives backed by AI compute. But unlike houses, chip value only depreciates.
September 12, 2026 at 6:53 PM
Fun Fact about the AI "Industry":
In 2008, banks took bets on the mortgage backed securities, and bets on the bets based on MBSs. They were called CDOs and CDSs.
Now they have AI Collateralized Compute Obligations!
Derivatives backed by AI compute. But unlike houses, chip value only depreciates.
In 2008, banks took bets on the mortgage backed securities, and bets on the bets based on MBSs. They were called CDOs and CDSs.
Now they have AI Collateralized Compute Obligations!
Derivatives backed by AI compute. But unlike houses, chip value only depreciates.
Data is treated as a cost center in most companies. The CDOs who change that ship data products, monetize them, and prove ROI. It is a discipline you can learn. A dedicated track on data products and monetization:
MBA Training
Parcours, articles et podcasts en marketing, data, finance et IA. Pour les leaders et les aspirants leaders.
www.mba-training.com
September 11, 2026 at 12:08 PM
Data is treated as a cost center in most companies. The CDOs who change that ship data products, monetize them, and prove ROI. It is a discipline you can learn. A dedicated track on data products and monetization:
If people weren’t lusting for outlandish returns via bonds, there would have been 0 demand for CDOs in first place. Would have been no free credit for mortgages; no point. Entire crisis wouldn’t have happened. But yes, the CDO products and ratings agencies were misused and misrated. horrifically so
September 11, 2026 at 6:08 AM
If people weren’t lusting for outlandish returns via bonds, there would have been 0 demand for CDOs in first place. Would have been no free credit for mortgages; no point. Entire crisis wouldn’t have happened. But yes, the CDO products and ratings agencies were misused and misrated. horrifically so
The Commonwealth Gov is the default guarantor
The Commonwealth Gov issues every $ in circulation and cannot go broke
These same corrupt ratings agencies have CDOs a AAA rating, thus starting the GFC
They are full of shit and meaningless
The Commonwealth Gov issues every $ in circulation and cannot go broke
These same corrupt ratings agencies have CDOs a AAA rating, thus starting the GFC
They are full of shit and meaningless
September 10, 2026 at 10:02 PM
The Commonwealth Gov is the default guarantor
The Commonwealth Gov issues every $ in circulation and cannot go broke
These same corrupt ratings agencies have CDOs a AAA rating, thus starting the GFC
They are full of shit and meaningless
The Commonwealth Gov issues every $ in circulation and cannot go broke
These same corrupt ratings agencies have CDOs a AAA rating, thus starting the GFC
They are full of shit and meaningless
Has the term "carry trade" popped up in your reading yet?
Or "synthetic CDOs cubed"?
Cause you're gonna love them.
Or "synthetic CDOs cubed"?
Cause you're gonna love them.
September 9, 2026 at 6:18 PM
Has the term "carry trade" popped up in your reading yet?
Or "synthetic CDOs cubed"?
Cause you're gonna love them.
Or "synthetic CDOs cubed"?
Cause you're gonna love them.
Broke: Synthetic Training Data
Woke: Synthetic CDOs 2.0
Woke: Synthetic CDOs 2.0
September 9, 2026 at 1:25 PM
Broke: Synthetic Training Data
Woke: Synthetic CDOs 2.0
Woke: Synthetic CDOs 2.0
The ownCloud exploit shows how a single unpatched vulnerability can compromise a high-value target like a nuclear research agency. For CDOs, this is a reminder that data security is not just IT's problem. It's about knowing your data's exposure and closing those gaps
#CyberSecurity #DataStrategy
#CyberSecurity #DataStrategy
September 9, 2026 at 12:45 PM
The ownCloud exploit shows how a single unpatched vulnerability can compromise a high-value target like a nuclear research agency. For CDOs, this is a reminder that data security is not just IT's problem. It's about knowing your data's exposure and closing those gaps
#CyberSecurity #DataStrategy
#CyberSecurity #DataStrategy
It wasn’t caused by lending. It was caused by CDOs which were giant balls of all forms of debt traded repackaged and traded again until they had no meaning. 2008 was created by Wall Street and private equity. Who got off Scot free while private citizens suffered. Kill the capitalists not the people
September 8, 2026 at 8:12 PM
It wasn’t caused by lending. It was caused by CDOs which were giant balls of all forms of debt traded repackaged and traded again until they had no meaning. 2008 was created by Wall Street and private equity. Who got off Scot free while private citizens suffered. Kill the capitalists not the people