PostsCommentsPayoutsthauerbyi (-4)(1)in #hive-engine • 4 days agoThe Quarter From Hell, Elon's Timing, and Why the Market's War Machine Is BrokenMEMO: RE: The Quarter From Hell, Elon's Timing, and Why the Market's War Machine Is Broken April 2, 2026 — Q2 Opens. Everybody's Still Bleeding. TO: Anyone still…thauerbyi (-4)(1)in #hive-engine • 18 hours agoGood News. Terrible News. Same News.Good News. Terrible News. Same News. The jobs report came in at 178,000 on Good Friday, while the stock market sat dark and the bond market traded in a half-coma. Nobody could…thauerbyi (-4)(1)in #hive-engine • yesterdayQ1 POST-MORTEMHere is what actually happened in Q1. The S&P 500 finished down 4.6% for the quarter, which is the index's worst first quarter since 2020. That would be mildly uncomfortable…thauerbyi (-4)(1)in #hive-engine • 2 days agoThe Plumbers Are WinningThe Plumbers Are Winning There is a version of this story that Bitcoin maximalists will hate, and it goes like this: the most consequential crypto development of the week…thauerbyi (-4)(1)in #hive-engine • 3 days agoGood Friday. Bad Data. And Bitcoin Is the Only Adult in the Room.Good Friday. Bad Data. And Bitcoin Is the Only Adult in the Room. Eight-thirty this morning, the Bureau of Labor Statistics dropped March payrolls into a market with no lights…thauerbyi (-4)(1)in #hive-engine • 5 days agoThe Memory HoleThe Memory Hole April 1, 2026 Somewhere in Mountain View, a team of Google researchers published a paper about memory compression, and in the eight trading days since…thauerbyi (-4)(1)in #hive-engine • 6 days agoAll Portfolio Managers, Risk Desks, Macro Strategy INTERNAL MEMO TO: All Portfolio Managers, Risk Desks, Macro Strategy FROM: The Situation Room (you know which one) DATE: March 31, 2026 RE: Week Five. Still…
