What Is Happening?

Thursday 30, 2026

I try to keep things simple. I could write a treatise on this but I think this table is sufficient enough.

Here is an update on the comparisons between today and the two previous market crash events adding in the recent acceleration of KOPSI and Situtional Awareness’ current difficulties.

Event though the Fed did not raise rates this past week the bond market is still selling off so I am inclined to check off the ~9 months line as well.

The parallels between LTCM and SALP are pretty strong. Both firms were run by over confident idiots with absolutely no experience in markets and no respect for other market participants.

—AJ