thauerbyi - STEMGeeks

thauerbyi

about 5 hours ago

Notes Toward a Theory of Why Everything Fell Today Notes Toward a Theory of Why Everything Fell Today Stream of consciousness recorded somewhere between the PPI print and the close 8:31 a.m. The BLS drops the February PPI…

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0.085 STEM

1 day ago

The Weekend That Ate the Playbook The Weekend That Ate the Playbook February 28, 2026. A Saturday. US and Israeli jets are over Iran. Supreme Leader Khamenei is dead within hours. Over $128 billion in crypto…

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0.085 STEM

2 days ago

The $1 Trillion Party Happening Downstairs Internal Memo: Re: The $1 Trillion Party Happening Downstairs TO: Anyone still looking at both screens at once FROM: The part of your brain that notices things RE:…

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0.084 STEM

3 days ago

Stream of consciousness, Monday morning, coffee still hot, markets already broken NOTES FROM INSIDE THE NOISE Stream of consciousness, Monday morning, coffee still hot, markets already broken. Open the terminal. Futures down. Again. Dollar up. Again.…

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0.096 STEM

4 days ago

The Week The Market Has To Hold Two Thoughts At Once The Week The Market Has To Hold Two Thoughts At Once March 15, 2026 San Jose on Monday. Washington on Wednesday. Jensen Huang and Jerome Powell, back to back, in the same…

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0.084 STEM

5 days ago

Dispatches From the Room Where Nobody Knows Anything Dispatches From the Room Where Nobody Knows Anything Saturday, March 14, 2026 Okay. Let me just describe my week, and you tell me if this sounds normal. Monday: oil gaps…

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23.481 STEM

6 days ago

THINGS THAT ARE FINE MEMO: THINGS THAT ARE FINE TO: Everyone who said private credit was mature, resilient, and built for volatility FROM: Reality DATE: March 13, 2026 RE: It is not…

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0.096 STEM

7 days ago

Nobody Is In Charge Nobody Is In Charge March 12, 2026 Let me tell you what the past 48 hours actually sounded like, if you were paying attention. It sounded like a war-risk premium sitting…

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21.651 STEM

8 days ago

Move Fast. Break Everything. Repeat. Move Fast. Break Everything. Repeat. An internal memo to no one in particular TO: The Entire Technology Industry FROM: The Department of Obvious Outcomes RE: We…

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0.084 STEM

9 days ago

Everything Is Fine MEMO: Everything Is Fine TO: Anyone still long risk assets FROM: The Market DATE: March 10, 2026 RE: A few updates you may have missed while refreshing oil…

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0.086 STEM