thauerbyi (-4)(1)in #waivio • 5 hours agoThe Cloud Arms Race: How Amazon Just Proved the Capex Trap Is RealThe Cloud Arms Race: How Amazon Just Proved the Capex Trap Is Real Thursday evening was supposed to be a vindication for Amazon. The company beat earnings expectations with…thauerbyi (-4)(1)in #waivio • yesterdayThe Chips Don't Fall Where You Think They DoThe Chips Don't Fall Where You Think They Do Thursday, October 30, 2025 — 8:47 AM Here's what just happened, and I'm still spinning. Trump lands in South Korea. Media…thauerbyi (-4)(1)in #waivio • 2 days agoThe Great De-Escalation Pantomime: Welcome to the Trade War's IntermissionThe Great De-Escalation Pantomime: Welcome to the Trade War's Intermission Watch carefully what's happening in South Korea this week. 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We're now in the…thauerbyi (-4)(1)in #waivio • 6 days agoThe Arithmetic of Empires: When $38 Trillion Becomes Just A NumberThe Arithmetic of Empires: When $38 Trillion Becomes Just A Number We crossed a threshold on October 22nd that historians will probably use as a reference point, though nobody…thauerbyi (-4)(1)in #waivio • 7 days agoThe Wait for Xi: A Friday Morning Fever DreamThe Wait for Xi: A Friday Morning Fever Dream Or: How I Learned to Stop Worrying and Love the Trade War Meetings That Might Not Happen It's Friday morning and the market has…thauerbyi (-4)(1)in #waivio • 8 days agoWhy Your Safe-Haven Hedge Just Told You It's Not Actually SafeINTERNAL MEMO TO RISK COMMITTEE RE: Why Your Safe-Haven Hedge Just Told You It's Not Actually Safe FROM: Portfolio Management DATE: October 23, 2025, 11:47 PM…thauerbyi (-4)(1)in #waivio • 9 days agoTHE PRIVATE CREDIT PARALLAX: When Central Bankers Say "Alarm Bells," They Mean ItTHE PRIVATE CREDIT PARALLAX: When Central Bankers Say "Alarm Bells," They Mean It On Tuesday, Andrew Bailey stood before Parliament and told lawmakers that "alarm bells" were…thauerbyi (-4)(1)in #waivio • 10 days agoWhen Crypto Stopped Being Fringe (And We Stopped Noticing)When Crypto Stopped Being Fringe (And We Stopped Noticing) Bitcoin is $110,000. Ethereum is back above $4,000. Layer 2 tokens are rallying. The crypto market is up 3% in 24…thauerbyi (-4)(1)in #waivio • 11 days agoThe Gravity Returns: What Today's Rally Actually SignalsThe Gravity Returns: What Today's Rally Actually Signals October 20, 2025 Bitcoin crossed $110,000 again. Ethereum bounced back above $4,000. The S&P 500 is up for the week…thauerbyi (-4)(1)in #waivio • 12 days agoWhen The Fed Says "Narrow" But You Heard "Sell Everything"When The Fed Says "Narrow" But You Heard "Sell Everything" Monday morning. 9:47 a.m. The S&P's bouncing around 6,664, up 0.53% on the day, which is just enough to make you…thauerbyi (-4)(1)in #waivio • 13 days agoThe Tariff Tango: A Waltz We've Danced BeforeThe Tariff Tango: A Waltz We've Danced Before There's a rhythm to how capital markets respond to trade threats. Not a pattern, exactly—nothing that predictable. But a rhythm. A…thauerbyi (-4)(1)in #waivio • 14 days agoMEMORANDUMMEMORANDUM TO: Portfolio Managers, Risk Officers, Capital Allocation Committee FROM: Market Structure and Systemic Risk Unit DATE: October 18, 2025 RE: The…thauerbyi (-4)(1)in #waivio • 15 days agoThe Day the Government Became a Crypto Whale (And Nobody Noticed)The Day the Government Became a Crypto Whale (And Nobody Noticed) It's 3 a.m. on October 15 and I'm reading an FBI press release about how the U.S. Department of Justice is now…thauerbyi (-4)(1)in #waivio • 16 days agoINTERNAL MEMO: Re: The Week Industrial Fragility Became VisibleINTERNAL MEMO: Re: The Week Industrial Fragility Became Visible TO: Portfolio managers still pretending supply chains are "resilient" FROM: Reality DATE: October…thauerbyi (-4)(1)in #waivio • 17 days agoThe Tariff Spiral: A Memo to Myself on Why I Drank Coffee at 11 PMThe Tariff Spiral: A Memo to Myself on Why I Drank Coffee at 11 PM I'm watching MP Materials up 15%, USA Rare Earth up 19%, Energy Fuels up more than 10%. These are the stocks…thauerbyi (-4)(1)in #waivio • 18 days agoWhen a Post Moves Markets: The Week a Rare Earth Metal Rewrote the Bull CaseWhen a Post Moves Markets: The Week a Rare Earth Metal Rewrote the Bull Case The bull market that was supposed to be boring just learned how to be dangerous. For six months…thauerbyi (-4)(1)in #waivio • 19 days agoMemo to Central Bankers: Nobody Asked YouMemo to Central Bankers: Nobody Asked You FROM: Someone Who's Watched This Movie Before TO: The IMF, The Bank of England, and Everyone Else with a Microphone RE:…
