thauerbyi - STEMGeeks

thauerbyi

about 13 hours ago

Everyone please stop calling this a rally INTERNAL — DESK MEMO RE: Everyone please stop calling this a rally To whoever keeps putting "S&P 500 at record highs" on the morning note without a footnote: cut it out.…

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0.103 STEM

1 day ago

Wall Street Couldn't Call Gold Right Either Direction, and Nobody's Owning It Wall Street Couldn't Call Gold Right Either Direction, and Nobody's Owning It Every major shop on the Street spent the second quarter revising gold targets in the wrong…

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0.084 STEM

3 days ago

Who Was Buying While Everyone Else Was Screaming MEMO: RE: Who Was Buying While Everyone Else Was Screaming TO: Desk FROM: [redacted] RE: The Bitcoin cohort nobody was watching CLASSIFICATION: Read it twice I need…

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0.084 STEM

3 days ago

8:14 A.M., Sixteen Minutes to Print 8:14 A.M., Sixteen Minutes to Print Okay. Coffee's cold, screens are green, and I'm staring at a range of estimates so wide it stops being a forecast and starts being a…

4

1

0.102 STEM

4 days ago

Remarks to a Room That Doesn't Want to Hear It Remarks to a Room That Doesn't Want to Hear It Sit down. All of you. I know you came here for the good news, for someone to stand up and tell you $150,000 is coming by…

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0.102 STEM

5 days ago

The S&P 500 Isn't a Market Anymore. It's a Position. The S&P 500 Isn't a Market Anymore. It's a Position. Start with the number nobody put in a headline today: the top ten names in the S&P 500 now account for roughly 41% of the…

6

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0.084 STEM

7 days ago

The Beat Rate Is Lying to You, Just Not the Way You Think The Beat Rate Is Lying to You, Just Not the Way You Think Eighty-five percent. That's the share of S&P 500 companies that have topped estimates this earnings season, out of…

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0.084 STEM

8 days ago

3:47 AM, Refreshing Coinbase 3:47 AM, Refreshing Coinbase Sixty-three six. It was sixty-four an hour ago. Check again. Sixty-three five. The app doesn't even have the decency to load slow anymore, it just…

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0.086 STEM

8 days ago

Remarks to a Room That Already Knows the Numbers Remarks to a Room That Already Knows the Numbers Fifty-seven thousand. That's what the US economy managed in June — less than half the 115,000 economists penciled in, and it…

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0.106 STEM

9 days ago

TWO BILLS FOR THE SAME WAR TWO BILLS FOR THE SAME WAR (Remarks delivered to a closed room of allocators, the week after Microsoft and Meta reported. No names attached to any of this — you weren't…

5

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0.105 STEM