thauerbyi - STEMGeeks

thauerbyi

about 10 hours ago

The World's Hardest Asset Is Held Hostage by a 21-Mile Strait The World's Hardest Asset Is Held Hostage by a 21-Mile Strait There is something cosmically embarrassing about Bitcoin's 2026. The asset that was supposed to be beyond the…

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0.074 STEM

1 day ago

The Cruelest Data Point The Cruelest Data Point Imagine designing a stress test for central bankers. You would want a jobs number that comes in at nearly three times expectations, dropping on a day…

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0.074 STEM

2 days ago

Good 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…

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9.855 STEM

3 days ago

Q1 POST-MORTEM Here 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…

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0.073 STEM

4 days ago

The Plumbers Are Winning The 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…

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0.073 STEM

5 days ago

Good 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…

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0.073 STEM

6 days ago

The Quarter From Hell, Elon's Timing, and Why the Market's War Machine Is Broken MEMO: 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…

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30.615 STEM

7 days ago

The Memory Hole The 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…

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0.000 STEM

8 days ago

All 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…

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0.069 STEM

9 days ago

between the pump and the portfolio Dear Powell: A Letter From the Corner of Sentiment and Reality An open correspondence to the Chair of the Federal Reserve, written from somewhere between the pump and the…

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0.070 STEM