thauerbyi - Honouree

thauerbyi

16 minutes ago

Kevin Warsh Walks Into Congress With a Live Grenade and Everyone's Pretending It's a Press Release Kevin Warsh Walks Into Congress With a Live Grenade and Everyone's Pretending It's a Press Release Tomorrow a man who has given fewer pres

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1 day ago

Remarks Prepared for No One in Particular Remarks Prepared for No One in Particular (delivered, in the writer's head, to an empty conference room somewhere between Sintra and Seongn

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2 days ago

On the Matter of Whose Balance Sheet This Actually Is Memo: On the Matter of Whose Balance Sheet This Actually Is TO: Capital Allocation Committee RE: Q3 planning assumptions, AI infrastructur

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3 days ago

On the Fed's New Policy of Strategic Ambiguity Internal Memo: On the Fed's New Policy of Strategic Ambiguity RE: Why "no forward guidance" is just guidance you have to pay a subscriptio

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4 days ago

Why we keep buying dips that shouldn't exist MEMO TO: Risk Committee FROM: Trading Desk RE: Why we keep buying dips that shouldn't exist CLASSIFICATION: Read twice, forward never

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5 days ago

Gold fell 1.65% on a day the United States bombed Iran for the second consecutive night Gold fell 1.65% on a day the United States bombed Iran for the second consecutive night. Sit with that for a second, because it's the whole

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6 days ago

Trading desk, macro book MEMO TO: Trading desk, macro book FROM: redacted RE: Today's 2pm liquidity event, and why silence is not a strategy, it's a hedge against

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7 days ago

The number came in at 57,000 and nobody bothered to catch it The number came in at 57,000 and nobody bothered to catch it. It just sat there on the tape, dead weight next to a Dow that closed at 53,055

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8 days ago

Tomorrow's "Rebalancing Event" and Why We're Not Calling It That MEMO: RE: Tomorrow's "Rebalancing Event" and Why We're Not Calling It That TO: Risk Committee FROM: Trading Desk RE: SpaceX (SPCX) Nasdaq-1

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9 days ago

REMARKS TO A CLOSED-DOOR MACRO ROUNDTABLE REMARKS TO A CLOSED-DOOR MACRO ROUNDTABLE, TRANSCRIBED Let's start with a number everyone in this room has been repeating without checking

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10 days ago

Down nearly half from the October 2025 high of $126,198 Let's talk about the greatest hedge against fiat collapse that just had its worst ETF month since spot funds existed, because apparently nob

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11 days ago

Thursday's tape, and why nobody in this building should sleep well tonight TO: Risk Committee RE: Thursday's tape, and why nobody in this building should sleep well tonight STATUS: Not for distribution. Obviously it

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12 days ago

The yen just hit 162.8 to the dollar The yen just hit 162.8 to the dollar and somewhere in Tokyo a Ministry of Finance official is staring at a Bloomberg terminal the way you st

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14 days ago

Buy The Dip, Sell The Dip, Repeat Until Liquidity Dies Buy The Dip, Sell The Dip, Repeat Until Liquidity Dies Six trading days. That's how long it took the AI trade to go from "BofA note trigge

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15 days ago

An Open Letter to the Soft Landing Consensus An Open Letter to the Soft Landing Consensus To: Every strategist who wrote "one more cut and we're done" in the fourth quarter of 2024 Y

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