PostsCommentsPayoutsthauerbyi (-4)(1)in #neoxian • 4 days agoMEMO: Re: The Numbers Game We're All LosingTO: Anyone still pretending they understand what's happening FROM: Your friendly neighborhood macro desk DATE: September 27, 2025 RE: Cognitive dissonance as an asset class…thauerbyi (-4)(1)in #waivio • 19 hours agoINTERNAL MEMO: Beijing Just BlinkedINTERNAL MEMO: Beijing Just Blinked TO: All Portfolio Managers FROM: Trading Desk RE: China Industrial Profits & What They're Not Telling You DATE: October 1…thauerbyi (-4)(1)in #neoxian • yesterdayA Letter from the Desk of RealityA Letter from the Desk of Reality To: Equity Portfolio Managers, Macro Strategists, and Anyone Still Pretending September Made Sense From: Markets Desk Re: Q3…thauerbyi (-4)(1)in #neoxian • 2 days agoInternal Monologue of a Portfolio at 3:47 AMInternal Monologue of a Portfolio at 3:47 AM I should be sleeping. The S&P closed Friday at 6,643.70, up 0.59%, snapping three days of losses like it was shaking off a bad…thauerbyi (-4)(1)in #neoxian • 3 days agoMEMORANDUM: Emergency Dispatch from the Trading FloorMEMORANDUM: Emergency Dispatch from the Trading Floor TO: All Surviving Portfolio Managers FROM: The Last Honest Analyst RE: Everything Broke and Nobody Wants to…thauerbyi (-4)(1)in #neoxian • 5 days agoA Memo from the Desk of RealityA Memo from the Desk of Reality TO: Subscribers who still believe in rational markets FROM: Your increasingly disillusioned market observer RE: The past 48 hours…thauerbyi (-4)(1)in #neoxian • 6 days agoLiquidation Theology: A Study in Divine Market JusticeLiquidation Theology: A Study in Divine Market Justice A Historical Analysis of Monday's $1.7 Billion Crypto Carnage The parallels to 1931 write themselves, except this time…
