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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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:…