thauerbyi - STEMGeeks

thauerbyi

about 4 hours ago

The Day the Government Became a Crypto Whale (And Nobody Noticed) The Day the Government Became a Crypto Whale (And Nobody Noticed) It's 3 a.m. on October 15 and I'm reading an FBI press release about how the U.S. Department of Justice is now…

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24.660 STEM

1 day ago

INTERNAL MEMO: Re: The Week Industrial Fragility Became Visible INTERNAL MEMO: Re: The Week Industrial Fragility Became Visible TO: Portfolio managers still pretending supply chains are "resilient" FROM: Reality DATE: October…

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0.236 STEM

2 days ago

The Tariff Spiral: A Memo to Myself on Why I Drank Coffee at 11 PM The Tariff Spiral: A Memo to Myself on Why I Drank Coffee at 11 PM I'm watching MP Materials up 15%, USA Rare Earth up 19%, Energy Fuels up more than 10%. These are the stocks…

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44.182 STEM

3 days ago

When a Post Moves Markets: The Week a Rare Earth Metal Rewrote the Bull Case When a Post Moves Markets: The Week a Rare Earth Metal Rewrote the Bull Case The bull market that was supposed to be boring just learned how to be dangerous. For six months…

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17.942 STEM

4 days ago

Memo to Central Bankers: Nobody Asked You Memo to Central Bankers: Nobody Asked You FROM: Someone Who's Watched This Movie Before TO: The IMF, The Bank of England, and Everyone Else with a Microphone RE:…

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8.473 STEM

5 days ago

The Government Shutdown Is Teaching Us Something We Forgot The Government Shutdown Is Teaching Us Something We Forgot A thought experiment: You're running the world's largest economy. Your central bank just cut rates because inflation…

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16.494 STEM

6 days ago

INSIDE THE CASINO: A Dialogue With Nobody in Particular INSIDE THE CASINO: A Dialogue With Nobody in Particular October 10, 2025 Me: So Delta reports Q3 earnings at $1.71 per share. That's 18 cents above consensus. They guide…

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5.457 STEM

7 days ago

The Chip Wars Just Became the Chip Capitulation The Chip Wars Just Became the Chip Capitulation What happened Monday tells you everything you need to know about where we are in the AI cycle. OpenAI just signed a…

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26.950 STEM

8 days ago

497,099 Reasons to Panic Buy 497,099 Reasons to Panic Buy The tax credit died September 30th. Tesla reported Q3 deliveries October 2nd. The number was 497,099—a company record, crushing Bloomberg…

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4.551 STEM

9 days ago

A Conversation With My Portfolio at 2 AM A Conversation With My Portfolio at 2 AM Me, staring at screens: So Bitcoin just touched $125,600 yesterday. That's real. Portfolio: And you're still holding oil…

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9.787 STEM