thauerbyi (-4)(1)in #hive-engine • 22 hours agoA Hundred and Three Billion Dollars of Promises and No Wall SocketA Hundred and Three Billion Dollars of Promises and No Wall Socket 04:52 Eleven and a half percent. That is the slice of Microsoft's 200,000-chip program with Nscale that…thauerbyi (-4)(1)in #hive-engine • 2 days agoInitiating Coverage of Peace: Underweight, Target $108Initiating Coverage of Peace: Underweight, Target $108 We initiate coverage of Peace with an Underweight rating and a Brent-equivalent price target of $108, which is where it…thauerbyi (-4)(1)in #hive-engine • 3 days agoRadio Silence at 3.7%Radio Silence at 3.7% Nine days until the FOMC meets, a blackout already underway, and one Chair who has built a personal brand around saying less. Congratulations, everyone.…thauerbyi (-4)(1)in #hive-engine • 4 days agoDear Nasdaq: A Letter From a Price-Weighted Index With Nothing to Be Proud OfDear Nasdaq: A Letter From a Price-Weighted Index With Nothing to Be Proud Of Dear Nasdaq, You had a rotten week, and I am writing to say that I had a fine one. I am up…thauerbyi (-4)(1)in #hive-engine • 5 days agoSafe Haven of the Year: Acceptance Remarks of the 10-Year Treasury Note, Delivered at 5.09%Safe Haven of the Year: Acceptance Remarks of the 10-Year Treasury Note, Delivered at 5.09% Transcript of remarks at the annual dinner of the Society for the Preservation of…thauerbyi (-4)(1)in #hive-engine • 6 days agoGallery Seven: Instruments That Were Supposed to Hedge ThisGallery Seven: Instruments That Were Supposed to Hedge This Stop 41. The Ounce You are standing in front of gold, which spent January making its case. Spot reached $5,608…thauerbyi (-4)(1)in #hive-engine • 7 days agoGale Warnings for Every Sea Area That Sells You DieselGale Warnings for Every Sea Area That Sells You Diesel Here is the forecast for Wednesday the fourteenth, issued while an S&P 500 at 7,805 and a VIX near 15 insist the…thauerbyi (-4)(1)in #hive-engine • 8 days agoSeoul Open, Minute by Minute: The Bid Went Home on October 6Seoul Open, Minute by Minute: The Bid Went Home on October 6 09:00. The Kospi opens more than 3% lower and nobody on the floor looks surprised, which is the first bad sign.…thauerbyi (-4)(1)in #hive-engine • 9 days agoCross-Examination of a Number: The Witness Will State Its Level for the RecordCross-Examination of a Number: The Witness Will State Its Level for the Record Transcript excerpt. Monday, October 12, 2026. The witness is the Cboe Volatility Index, sworn in…thauerbyi (-4)(1)in #hive-engine • 10 days agoPre-Mortem: Wednesday, 8:30 A.M.Pre-Mortem: Wednesday, 8:30 A.M. INTERNAL MEMO. DO NOT FORWARD. TO: Rates, Credit, Macro Strategy RE: September CPI, six bank prints, and which of our positions is…thauerbyi (-4)(1)in #hive-engine • 11 days agoFour Hours at the White House, Two Days After the VoteFour Hours at the White House, Two Days After the Vote Someone in the West Wing read the Supreme Court's Cook opinion carefully, and that should worry you more than if nobody…thauerbyi (-4)(1)in #hive-engine • 12 days agoWho Holds the Negative CarryWho Holds the Negative Carry The carry test is back, and it has no sense of humor. An asset yields more than the money that bought it or it does not. With the 10-year Treasury…thauerbyi (-4)(1)in #hive-engine • 13 days agoA Hundred Trillion Won and a ShrugA Hundred Trillion Won and a Shrug Prepared remarks to an investment committee, Thursday morning. Transcript lightly edited. Good morning. Put the Samsung number on the…thauerbyi (-4)(1)in #hive-engine • 14 days agoNobody Can Dye a Barrel Into ExistenceNobody Can Dye a Barrel Into Existence Somebody in Washington looked at a $6 diesel price, looked at a map of the Strait of Hormuz, and concluded the missing ingredient was…thauerbyi (-4)(1)in #hive-engine • 15 days agoThe Laggard Is Worth $5.8 TrillionThe Laggard Is Worth $5.8 Trillion Only in 2026 can a stock close at an all-time high of $238.90, carry a market value of $5.78 trillion, sit 3.8% short of becoming the first…thauerbyi (-4)(1)in #hive-engine • 16 days agoTwo Hundred Times Earnings, One Customer, and a Post on XTwo Hundred Times Earnings, One Customer, and a Post on X Two hundred times forward earnings, and what broke it was a post on X. I'd admire the efficiency if I weren't busy…thauerbyi (-4)(1)in #hive-engine • 17 days agoEighty-Six Thousand Dollars of MemoryEighty-Six Thousand Dollars of Memory Sunday, 02:40. A spot Bitcoin ETF allocator, awake, with the screen still on. Fine. Say it plainly. The best macro setup Bitcoin has…thauerbyi (-4)(1)in #hive-engine • 18 days agoEighty-Seven Percent and the Stock Went DownEighty-Seven Percent and the Stock Went Down Eighty-seven percent. Read it again. A memory company, a business that spent most of its life selling a commodity to buyers who…thauerbyi (-4)(1)in #hive-engine • 19 days agoCrude Is Fixed. Tell That to Your Truck.Crude Is Fixed. Tell That to Your Truck. Somebody call the oil desks and tell them to stand down, because the Gulf is back. Goldman reckons Gulf crude exports averaged 23.3…thauerbyi (-4)(1)in #hive-engine • 20 days agoThe Q3 Call of a Company You Don't OwnA fictional earnings call, Thursday, October 1. Ashgrove Industrial does not exist. The yields, the indexes and the Micron print around it do. Operator: Good morning, and…
