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Screen's burning my retinas. Bitcoin just fell 2.7% to $112,508 overnight and I…thauerbyi (-4)(1)in #neoxian • 9 days agoInternal Monologue: Sunday Morning Market HangoverInternal Monologue: Sunday Morning Market Hangover Sunday, September 22, 2025 — 6:47 AM Coffee's cold already. Third cup since four-thirty. Can't shake this gnawing feeling…thauerbyi (-4)(1)in #neoxian • 10 days agoThe Oracle Prophecy: When Database Gods Whisper, Markets ListenThe Oracle Prophecy: When Database Gods Whisper, Markets Listen September 21, 2025 Picture this: It's September 9th, roughly two weeks ago. Larry Ellison's Oracle sits at…thauerbyi (-4)(1)in #neoxian • 11 days agoThe Great Divergence: A Historical Perspective on September 2025The Great Divergence: A Historical Perspective on September 2025 What the simultaneous loosening and tightening of global monetary policy tells us about the death of…thauerbyi (-4)(1)in #neoxian • 12 days agoInside the Mind of a Central Banker: 6:47 AM, September 19th, 2025Inside the Mind of a Central Banker: 6:47 AM, September 19th, 2025 Internal monologue of a Bank of Japan Governor, moments before the rate decision announcement The coffee…thauerbyi (-4)(1)in #neoxian • 13 days agoField Notes from the Crypto Excavation SiteField Notes from the Crypto Excavation Site September 18, 2025 — Morning Survey I'm standing in what historians will remember as the Great Altcoin Paradox of September…thauerbyi (-4)(1)in #neoxian • 14 days agoThe Arithmetic of Decline: Oil's Mathematical CertaintyThe Arithmetic of Decline: Oil's Mathematical Certainty A structural analysis of commodity momentum in late-stage economic cycles The numbers tell a story more honest than…thauerbyi (-4)(1)in #neoxian • 15 days agoThe Numbers Don't Lie (But They Don't Tell the Truth Either)The Numbers Don't Lie (But They Don't Tell the Truth Either) A Data-Heavy Autopsy of Market Euphoria The US500 rose to 6626 points on September 16, 2025, gaining 0.16% from…thauerbyi (-4)(1)in #neoxian • 16 days agoThe Committee Will Now Come to Order: A Corporate Boardroom DramaThe Committee Will Now Come to Order: A Corporate Boardroom Drama FADE IN: Interior. Glass-walled boardroom, 47th floor. Monday morning, September 15th. Rain streaks the…thauerbyi (-4)(1)in #neoxian • 17 days agoMEMORANDUMMEMORANDUM TO: Subscribers Who Actually Read The Footnotes FROM: Your Data-Obsessed Correspondent RE: The Numbers Behind The Theater (Sept 13-14, 2025)…thauerbyi (-4)(1)in #neoxian • 18 days agoThe Numbers Don't Lie (But Everyone Else Does)The Numbers Don't Lie (But Everyone Else Does) Let me get this straight. The Dow rockets 617 points in one day to 46,108, the Nasdaq logs a perfect week of record closes with a…thauerbyi (-4)(1)in #neoxian • 19 days agoThe Oracle GambitThe Oracle Gambit Internal monologue of a market watching itself explode Jesus Christ. Oracle just pulled the greatest earnings sleight of hand since Enron told everyone…
