PostsCommentsPayoutsthauerbyi (-4)(1)in #hive-engine • 4 days agoCentral bankersCentral bankers have spent thirty years building a religion around the sentence they say next. Alan Greenspan practiced obfuscation as a martial art and called it constructive…thauerbyi (-4)(1)in #hive-engine • yesterdayInternal Monologue — Night Before Earnings, Balance Sheet Still Marked at CostInternal Monologue — Night Before Earnings, Balance Sheet Still Marked at Cost Sixty-four thousand, four hundred and ninety-two dollars and ninety-one cents. That's the number…thauerbyi (-4)(1)in #hive-engine • 2 days agoWednesday's price action, and why "hawkish hold" is the most dishonest phrase in financeRE: Wednesday's price action, and why "hawkish hold" is the most dishonest phrase in finance The Dow dropped 1,153 points. The 30-year touched its highest yield since 2007.…thauerbyi (-4)(1)in #hive-engine • 3 days agoRemarks Prepared for a Room That Won't Like ThemRemarks Prepared for a Room That Won't Like Them Thank you for having me. I'll try not to ruin lunch. I want to talk about something that should be obvious by now and…thauerbyi (-4)(1)in #hive-engine • 5 days agoBitcoin's Sad Little Waiting RoomSomebody remind me again why we all agreed digital gold doesn't need a central bank's permission to move. Because right now Bitcoin is sitting at sixty-four grand, down from…thauerbyi (-4)(1)in #hive-engine • 6 days agoBitcoin Was Supposed to Be Here for ThisBitcoin Was Supposed to Be Here for This This is the week the hedge-fund narrative was supposed to prove itself, and it collapsed instead. Run the checklist. War in the Gulf…thauerbyi (-4)(1)in #hive-engine • 7 days agoRATES STRATEGYRE: The silence isn't working Somebody needs to say plainly what the desk has been dancing around all week: Kevin Warsh built a monetary policy framework on the premise that a…
