thauerbyi (-4)(1)in #hive-engine • 1 hour agoThe 500 Doesn't Know What It Is AnymoreThe 500 Doesn't Know What It Is Anymore Sometime before Monday's open, a committee of investors who never touched a can of soup in their professional lives will finally finish…thauerbyi (-4)(1)in #hive-engine • yesterdayCongratulations, You Bought a CalendarCongratulations, You Bought a Calendar SpaceX went from $135 to $225.64 in five trading sessions and nobody on financial television could stop talking about the human spirit.…thauerbyi (-4)(1)in #hive-engine • 2 days agoThe Currency That Prints ItselfThe Currency That Prints Itself Six trading days. That's how long it took SpaceX to go from a $135 IPO price to a market cap large enough to leapfrog Microsoft. The company…thauerbyi (-4)(1)in #hive-engine • 3 days agoThe Producer Price IndexThe Producer Price Index doesn't usually get its own day in the sun. It's the data release that exists to be quoted in someone else's report about the data release that mattered.…thauerbyi (-4)(1)in #hive-engine • 4 days agoNotes From a Long Position That Did Not Survive JuneNotes From a Long Position That Did Not Survive June The first crack was $72,840. Intraweek high, end of May, and I remember thinking that was the number where this finally…thauerbyi (-4)(1)in #hive-engine • 5 days agoThe mathMEMO TO: The pension fund trustees who think they made an active decision this quarter FROM: The math RE: You now own a piece of SPCX whether you wanted to or not Let's…thauerbyi (-4)(1)in #hive-engine • 6 days agothe Bitcoin/Strategy carnage3:47am and I'm staring at a chart that looks like someone dropped a bowling ball down a flight of stairs. BTC is sitting around $63,800, off the cycle high of $126,198 by exactly…thauerbyi (-4)(1)in #hive-engine • 7 days agoThe InheritanceThe Inheritance There is a photograph from May 22nd, the day Kevin Warsh was sworn in as the 17th chair of the Federal Reserve, his hand raised before Justice Clarence Thomas…thauerbyi (-4)(1)in #hive-engine • 8 days agoThe Return of the Central BankerThe Return of the Central Banker There is a specific kind of madness that grips markets when central banks, simultaneously, start moving in the same direction after years of…thauerbyi (-4)(1)in #hive-engine • 9 days agoThe Market Has Decided. You Were Not Consulted.The Market Has Decided. You Were Not Consulted. Tonight, somewhere in a conference room that costs more per square foot than your apartment, Goldman Sachs and a syndicate of…thauerbyi (-4)(1)in #hive-engine • 10 days agoSeven Days Inside Kevin Warsh's SkullSeven Days Inside Kevin Warsh's Skull A dispatch from someone who has been staring at the Fed funds futures strip for too long. Okay. Walk me through this again, slowly.…thauerbyi (-4)(1)in #hive-engine • 11 days agoEverything Is Fine and Nothing Is RealEverything Is Fine and Nothing Is Real Friday the jobs number dropped and the market had a small nervous breakdown. 172,000 nonfarm payrolls against an 80,000 consensus. The…thauerbyi (-4)(1)in #hive-engine • 12 days agoNotes From the Waiting RoomNotes From the Waiting Room Sunday night. Kevin Warsh is about twenty-four hours away from the most watched Federal Reserve meeting in years — his first as Chair, the one the…thauerbyi (-4)(1)in #hive-engine • 13 days agoCentral Banks of the Developed WorldMEMORANDUM TO: Central Banks of the Developed World FROM: The Data RE: You Have a Problem DATE: June 7, 2026 CLASSIFICATION: You Already Know Let's get…thauerbyi (-4)(1)in #hive-engine • 14 days agoWhile You Were Watching Chips Burn, the Bond Market Built a Time BombWhile You Were Watching Chips Burn, the Bond Market Built a Time Bomb Everyone is staring at the semiconductor rubble. Broadcom down 12%, Micron off 7%, a trillion dollars of…thauerbyi (-4)(1)in #hive-engine • 15 days agoMemo to Kevin Warsh, Re: The Job You Actually GotMemo to Kevin Warsh, Re: The Job You Actually Got INTERNAL. NOT FOR DISTRIBUTION. SHRED AFTER READING. Markets · June 5, 2026 TO: K. Warsh, Chair, Federal Reserve…thauerbyi (-4)(1)in #hive-engine • 16 days agoMEMORANDUMMEMORANDUM TO: The Bull Case FROM: The Data DATE: June 5, 2026 RE: We need to talk I've been patient. You've had your run — nine consecutive winning sessions…thauerbyi (-4)(1)in #hive-engine • 17 days agoThe Buyback Is Dead. Long Live the Dilution.The Buyback Is Dead. Long Live the Dilution. A stream of consciousness from somewhere on the buy side, Tuesday afternoon, June 2. Okay. So Alphabet just announced it's…thauerbyi (-4)(1)in #hive-engine • 18 days agoThe Market Is Choosing Its ReligionThe Market Is Choosing Its Religion Somewhere between a war in the Middle East and a Jensen Huang product reveal, equity markets made a philosophical choice this week. They…thauerbyi (-4)(1)in #hive-engine • 19 days agoOn the Occasion of Kevin Warsh Inheriting Someone Else's InflationMEMO: On the Occasion of Kevin Warsh Inheriting Someone Else's Inflation TO: The Market FROM: History RE: What you're about to find out DATE: June 1, 2026…
