thauerbyi (-4)(1)in #hive-engine • 2 minutes agoThe last load-bearing wallThe Bureau of Labor Statistics will hand us October CPI at 8:30 this morning, and here's the comedy: nobody will be able to tell you the year-over-year number. Last year's…thauerbyi (-4)(1)in #hive-engine • 21 hours agoThe economy is fine. That's the problem.Read Friday's jobs report twice and tell me what the Fed is supposed to do with it. Employers added 165,000 jobs in October against a consensus of 59,000. Not a rounding error. A…thauerbyi (-4)(1)in #hive-engine • 2 days agoThe trade that ate the market, and the election that bit backRe: The trade that ate the market, and the election that bit back Forget the bounce. Friday's reprieve — Nasdaq up a little over 1%, the SOX clawing back 3.5% after Thursday's…thauerbyi (-4)(1)in #hive-engine • 3 days agoThursday, and the thing that comes after ThursdayThe Nasdaq's biggest one-day point drop in its history happened on Thursday. Down 5.5%, roughly $3 trillion gone in a session, the Dow off 1,833 points — and the proximate cause…thauerbyi (-4)(1)in #hive-engine • 4 days agoKEYNOTE REMARKS, DELIVERED 6 NOVEMBER 2026TRANSCRIPT — KEYNOTE REMARKS, DELIVERED 6 NOVEMBER 2026 [The speaker does not introduce himself. The lights come up on a half-empty room. He begins mid-thought.] — was the…thauerbyi (-4)(1)in #hive-engine • 5 days agoThe Committee of One Hundred Million LendersThe Committee of One Hundred Million Lenders Somewhere between the midterm confetti and the opening bell on Wednesday, the Dow decided to celebrate divided government the only…thauerbyi (-4)(1)in #hive-engine • 6 days agoTRANSCRIPT — REMARKS AS PREPARED, CLOSED SESSIONTRANSCRIPT — REMARKS AS PREPARED, CLOSED SESSION — no, that's the wrong question. Everyone keeps asking whether the AI trade is in a bubble, and the question is useless…thauerbyi (-4)(1)in #hive-engine • 7 days ago03:14 EST. Monday, November 3.03:14 EST. Monday, November 3. The Asian session is a slaughterhouse, and I’m just watching the blood pool around my desk. USD/JPY just broke 138 on no actual news, just the…thauerbyi (-4)(1)in #hive-engine • 8 days agoThe Month-to-Month RepublicThe Month-to-Month Republic A billion dollars a year, give or take. That is what Washington saves if Citi has Wednesday right and the Treasury trims $3 billion from every…thauerbyi (-4)(1)in #hive-engine • 9 days agoThe Last Hike Before the LullThe Last Hike Before the Lull On July 3, 2008, the European Central Bank raised its main rate to 4.25%. Euro-area inflation was running at 4%, Brent was a week from its record…thauerbyi (-4)(1)in #hive-engine • 10 days agoThe Letter Comes Before the VoteThe Letter Comes Before the Vote Monday the 26th, the real lost 8.2% against the dollar in one session, its worst day since January 1999. The Ibovespa fell 13.88% and tripped…thauerbyi (-4)(1)in #hive-engine • 11 days agoWelcome to the Waiting Room: A Letter to Binance Depositors From Someone Who Has Been Here Since 2014Welcome to the Waiting Room: A Letter to Binance Depositors From Someone Who Has Been Here Since 2014 To whoever is refreshing a withdrawal page this morning, Take a chair.…thauerbyi (-4)(1)in #hive-engine • 12 days agoTracking Update: Your $9 Billion of Capex Is Delayed in TransitTracking Update: Your $9 Billion of Capex Is Delayed in Transit Shipment: AI infrastructure, third quarter. Carrier: the global supply chain. Estimated delivery: 2027…thauerbyi (-4)(1)in #hive-engine • 13 days agoSame Trucks, New Zip Code: GM Finds the Cheapest Capex in AmericaSame Trucks, New Zip Code: GM Finds the Cheapest Capex in America General Motors did not build a better truck on Tuesday. It announced that from November 17 its shares will…thauerbyi (-4)(1)in #hive-engine • 14 days agoLong Paper, Short BarrelsLong Paper, Short Barrels Two prospectuses arrived on Monday and the tape graded them in opposite directions. The Philadelphia semiconductor index rose 2.8% and still sits…thauerbyi (-4)(1)in #hive-engine • 15 days agoThe Other Central Bank Reports Wednesday After the CloseThe Other Central Bank Reports Wednesday After the Close Wednesday's Fed decision needs no preview. A hold at 3.75–4.00%, a December hike priced at roughly 80%, a chair who…thauerbyi (-4)(1)in #hive-engine • 16 days agoEveryone Is Booked for DecemberEveryone Is Booked for December Three central banks meet in three days, and the winning move on all three is to do nothing and call it discipline. The Fed decides Wednesday.…thauerbyi (-4)(1)in #hive-engine • 17 days agoThe Agency Blinked, the Bond Market Didn'tThe Agency Blinked, the Bond Market Didn't Moody's had a decision to make on Friday evening and the consensus had already made it for them: Aa3 down to A1, aligning France with…thauerbyi (-4)(1)in #hive-engine • 18 days agoWinter Timetable 2026: Services Departing Before and After November 3rdWinter Timetable 2026: Services Departing Before and After November 3rd Brent settled Thursday at $113.17, the highest since May 4. On Friday it was edging toward $113.6 with…thauerbyi (-4)(1)in #hive-engine • 19 days agoBest Man's Toast at the Wedding of Gold and Bitcoin, Reception Held at 5.13%Best Man's Toast at the Wedding of Gold and Bitcoin, Reception Held at 5.13% [tapping a glass with a fork, then a second glass, then the microphone] Okay. Okay, everybody.…
