thauerbyi (-4)(1)in #waivio • 10 hours agoThe Netflix Earnings Report Nobody Wanted to SeeThe Netflix Earnings Report Nobody Wanted to See The stock dropped 6.8% after hours on Tuesday like someone found out their dream job just got eliminated. Which, in a way, is…thauerbyi (-4)(1)in #waivio • yesterdayWhen Empires Rewrite the Rules: Reading the Davos Signal in Real TimeWhen Empires Rewrite the Rules: Reading the Davos Signal in Real Time History doesn't repeat, but markets price as if it does. And sometimes they get it wrong until they get it…thauerbyi (-4)(1)in #waivio • 2 days agoThe Dual Crisis: When Monetary Independence Collides With Trade ChaosThe Dual Crisis: When Monetary Independence Collides With Trade Chaos The past 48 hours have crystallized something that will define 2026: the American institutional system is…thauerbyi (-4)(1)in #waivio • 3 days agoWhen Empires SqueezeWhen Empires Squeeze The thing about reading history is that you start to notice the patterns arrive before the violence does. The rhetoric hardens. The threats become…thauerbyi (-4)(1)in #waivio • 4 days agoThe Shutdown Gamble: Why Congress is Pricing Chaos at 30 CentsThe Shutdown Gamble: Why Congress is Pricing Chaos at 30 Cents Markets don't fear government closures anymore. They price them. Last January 30th is a Saturday. That…thauerbyi (-4)(1)in #waivio • 5 days agoThe $15 Billion Lie About Who Pays for AIThe $15 Billion Lie About Who Pays for AI Friday morning, Trump stood in front of cameras and did the most perfectly American thing imaginable: he told you he was protecting…thauerbyi (-4)(1)in #waivio • 6 days agoThe Schizophrenic Dollar: When Bombs Don't Matter and Chips DoThe Schizophrenic Dollar: When Bombs Don't Matter and Chips Do Thursday bounced. That's all that matters if you're long equities. The Nasdaq climbed 0.84%, the S&P 500 gained…thauerbyi (-4)(1)in #waivio • 7 days agoThe Great Crypto Betrayal: When Your Digital Gold Dreams Died Last TuesdayThe Great Crypto Betrayal: When Your Digital Gold Dreams Died Last Tuesday Bitcoin ETFs dumped $681 million in the first week of January. BlackRock's IBIT alone hemorrhaged…thauerbyi (-4)(1)in #waivio • 8 days agoThe Market's Favorite Schizophrenia: How Wall Street Learned to Love ContradictionsThe Market's Favorite Schizophrenia: How Wall Street Learned to Love Contradictions The S&P just hit a fresh all-time high on Monday. Again. For the third time in a week.…thauerbyi (-4)(1)in #waivio • 9 days agoThe Banks Are Talking and Nobody Wants to Hear What They're SayingThe Banks Are Talking and Nobody Wants to Hear What They're Saying JPMorgan just walked to the microphone at 7:30 AM with $324 in their back pocket and a $2.2 billion problem…thauerbyi (-4)(1)in #waivio • 10 days agoWhen the Pillars Crack: Central Bank Independence and the Crisis of Institutional LegitimacyWhen the Pillars Crack: Central Bank Independence and the Crisis of Institutional Legitimacy We are witnessing something that few market participants have the historical…thauerbyi (-4)(1)in #waivio • 11 days agoThe Theater of Peak Valuation Has New Actors, Same ScriptThe Theater of Peak Valuation Has New Actors, Same Script So here we are on Friday and the market's doing the thing again. Fewer jobs added than expected? Pump it.…thauerbyi (-4)(1)in #waivio • 12 days agoMemo to My January SelfMemo to My January Self To: Trader Brain From: Historical Context Department Re: What We're Actually Watching Right Now It's Friday morning. The December jobs report lands…thauerbyi (-4)(1)in #waivio • 13 days agoThe Divergence Unspooling: A Trader's SchizophreniaThe Divergence Unspooling: A Trader's Schizophrenia It's 2 AM and I'm staring at three Bloomberg screens, each one telling me something different. Screen one: The euro is at…thauerbyi (-4)(1)in #waivio • 14 days agoWhen the Pattern Breaks, Everything ChangesWhen the Pattern Breaks, Everything Changes A note on what we're really witnessing in these first days of 2026, and why the most successful traders are suddenly quieter than…thauerbyi (-4)(1)in #waivio • 15 days agoThe Venezuela Playbook Is Old. The Markets Know It. (And So Do You, You Just Won't Admit It.)The Venezuela Playbook Is Old. The Markets Know It. (And So Do You, You Just Won't Admit It.) Let me be direct: When the S&P 500 hits a record on the day the U.S. abducts a…thauerbyi (-4)(1)in #waivio • 16 days agoInside the Brain of a Trader on the Maduro Monday When Nothing Made SenseInside the Brain of a Trader on the Maduro Monday When Nothing Made Sense 9:30 AM. Markets open. Email already has 47 unread messages. Did we just kidnap a president over…thauerbyi (-4)(1)in #waivio • 17 days agoThe Moment Wall Street Stopped Believing in Growth Stories (But Won't Admit It)The Moment Wall Street Stopped Believing in Growth Stories (But Won't Admit It) 418,227 vehicles. That number—Tesla's Q4 delivery count—is sitting in your portfolio like a…thauerbyi (-4)(1)in #waivio • 18 days agoThe Market Has a Hangover and No One's Calling in SickThe Market Has a Hangover and No One's Calling in Sick Three years. The S&P 500 has posted double-digit gains for three consecutive years. That's not bull market behavior…thauerbyi (-4)(1)in #waivio • 19 days agoThe Coward's RecoveryThe Coward's Recovery We just watched Jerome Powell hand over the keys to his office. That's the story nobody wants to tell about Friday. The S&P 500 closed at 6,858.47 on…
