PostsCommentsPayoutsthauerbyi (-4)(1)in #waivio • 4 days agoA House Divided Against Itself: The Fed's December ReckoningA House Divided Against Itself: The Fed's December Reckoning Wednesday's Federal Reserve meeting will be remembered not for the rate cut it delivered, but for the institutional…thauerbyi (-4)(1)in #waivio • 3 days agoOracle vs. Broadcom: The Sorting That Wall Street Saw ComingOracle vs. Broadcom: The Sorting That Wall Street Saw Coming Let's talk about what happened when two software titans reported results within hours of each other. On one side, a…thauerbyi (-4)(1)in #waivio • 4 hours agoThe Shift Nobody's Talking About: Why This Week Defines the Next YearThe Shift Nobody's Talking About: Why This Week Defines the Next Year The market this week is oscillating between two competing narratives, and one of them is about to lose.…thauerbyi (-4)(1)in #waivio • yesterdayInside the Broadcom Rout: When the Market Finally Admits Its Faith Was MisplacedInside the Broadcom Rout: When the Market Finally Admits Its Faith Was Misplaced Friday morning, 9:31 a.m. Eastern. Broadcom opens at its lowest since before earnings were…thauerbyi (-4)(1)in #waivio • 2 days agoThe Fed's Pause Is Not a Pause. It's a Split, and That Matters.The Fed's Pause Is Not a Pause. It's a Split, and That Matters. Three dissents at the December FOMC meeting. The most since 2019. Jeffrey Schmid voting to hold rates. Stephen…thauerbyi (-4)(1)in #waivio • 5 days agoWhen Banks Finally Arrived: The Day PNC Made Bitcoin OrdinaryWhen Banks Finally Arrived: The Day PNC Made Bitcoin Ordinary On Tuesday morning, PNC Bank—the United States' eighth-largest bank, the kind of institution that has survived…thauerbyi (-4)(1)in #waivio • 6 days agoEverything Is Fine (A Manifesto in Confetti and Smoke)Everything Is Fine (A Manifesto in Confetti and Smoke) The market is pricing in a Fed cut so obvious that even a consensus-seeking central bank caught on, and we're supposed to…
