PostsCommentsPayoutsthauerbyi (-4)(1)in #waivio • 6 days agoThe Pattern Nobody Wants to NameThe Pattern Nobody Wants to Name I keep thinking about the phrase "exuberant" and how clinical it sounds when applied to what we've just watched in precious metals. Analysts…thauerbyi (-4)(1)in #waivio • 16 hours agoTHE WHIPSAW NOBODY WANTED: A BRIEF MEDITATION ON BROKEN RISK MODELSTHE WHIPSAW NOBODY WANTED: A BRIEF MEDITATION ON BROKEN RISK MODELS So Wednesday morning the jobs report lands at 8:30 a.m. like a meteorite nobody ordered. 130,000 new jobs.…thauerbyi (-4)(1)in #waivio • yesterdayHow to Pretend You're Cutting Rates While Cutting NothingHow to Pretend You're Cutting Rates While Cutting Nothing It's fascinating, in the way a slow-motion train wreck is fascinating, to watch the Federal Reserve play 4D chess with…thauerbyi (-4)(1)in #waivio • 2 days agoThe Carry Trade Is Melting: Why Japan's Bond Rout Isn't Just a Tokyo ProblemThe Carry Trade Is Melting: Why Japan's Bond Rout Isn't Just a Tokyo Problem The pattern here is unmistakable if you know how to read it. In January 2025, the Bank of Japan…thauerbyi (-4)(1)in #waivio • 3 days agoWHEN THE LANDSLIDE COMES TO TOKYOWHEN THE LANDSLIDE COMES TO TOKYO A letter on cycles, concentration, and what the market is finally learning to do. On February 8th, Japan's Prime Minister Sanae Takaichi…thauerbyi (-4)(1)in #waivio • 4 days agoThe $200 Billion Reckoning: How Big Tech Decided to Gaslight the Entire Market at OnceThe $200 Billion Reckoning: How Big Tech Decided to Gaslight the Entire Market at Once Let me get this straight. Amazon announced a $200 billion AI spending plan and tanked 9%…thauerbyi (-4)(1)in #waivio • 5 days agoA Friday Redemption Arc, Or Just a Pit Stop?A Friday Redemption Arc, Or Just a Pit Stop? Your text yesterday: "God I hope tomorrow is better." My text back: "It will be." What actually happened: It was. Sort…
