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thauerbyi
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@thauerbyi
0
about 10 hours ago
hive-engine
Same Trucks, New Zip Code: GM Finds the Cheapest Capex in America
Same Trucks, New Zip Code: GM Finds the Cheapest Capex in America General Motors did not build a better truck on Tuesday. It announced that from November 17 its shares will…
@thauerbyi
0
1 day ago
hive-engine
Long Paper, Short Barrels
Long Paper, Short Barrels Two prospectuses arrived on Monday and the tape graded them in opposite directions. The Philadelphia semiconductor index rose 2.8% and still sits…
@thauerbyi
0
2 days ago
hive-engine
The Other Central Bank Reports Wednesday After the Close
The Other Central Bank Reports Wednesday After the Close Wednesday's Fed decision needs no preview. A hold at 3.75–4.00%, a December hike priced at roughly 80%, a chair who…
@thauerbyi
0
3 days ago
hive-engine
Everyone Is Booked for December
Everyone Is Booked for December Three central banks meet in three days, and the winning move on all three is to do nothing and call it discipline. The Fed decides Wednesday.…
@thauerbyi
0
5 days ago
hive-engine
The Agency Blinked, the Bond Market Didn't
The Agency Blinked, the Bond Market Didn't Moody's had a decision to make on Friday evening and the consensus had already made it for them: Aa3 down to A1, aligning France with…
@thauerbyi
0
5 days ago
hive-engine
Winter Timetable 2026: Services Departing Before and After November 3rd
Winter Timetable 2026: Services Departing Before and After November 3rd Brent settled Thursday at $113.17, the highest since May 4. On Friday it was edging toward $113.6 with…
@thauerbyi
0
6 days ago
hive-engine
Best Man's Toast at the Wedding of Gold and Bitcoin, Reception Held at 5.13%
Best Man's Toast at the Wedding of Gold and Bitcoin, Reception Held at 5.13% [tapping a glass with a fork, then a second glass, then the microphone] Okay. Okay, everybody.…
@thauerbyi
0
7 days ago
hive-engine
Liberty, Equality, 4.93%
Liberty, Equality, 4.93% Somebody should tell the Élysée that the legislature has moved. It sits in the bond market now, votes every day, and unlike the Assembly it reliably…
@thauerbyi
0
8 days ago
hive-engine
A Hundred and Three Billion Dollars of Promises and No Wall Socket
A Hundred and Three Billion Dollars of Promises and No Wall Socket 04:52 Eleven and a half percent. That is the slice of Microsoft's 200,000-chip program with Nscale that…
@thauerbyi
0
10 days ago
hive-engine
Initiating Coverage of Peace: Underweight, Target $108
Initiating Coverage of Peace: Underweight, Target $108 We initiate coverage of Peace with an Underweight rating and a Brent-equivalent price target of $108, which is where it…
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