thauerbyi - STEMGeeks

thauerbyi

about 19 hours ago

The Return of the Central Banker The Return of the Central Banker There is a specific kind of madness that grips markets when central banks, simultaneously, start moving in the same direction after years of…

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0.014 STEM

2 days ago

The Market Has Decided. You Were Not Consulted. The Market Has Decided. You Were Not Consulted. Tonight, somewhere in a conference room that costs more per square foot than your apartment, Goldman Sachs and a syndicate of…

14

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0.107 STEM

3 days ago

Seven Days Inside Kevin Warsh's Skull Seven Days Inside Kevin Warsh's Skull A dispatch from someone who has been staring at the Fed funds futures strip for too long. Okay. Walk me through this again, slowly.…

10

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0.106 STEM

4 days ago

Everything Is Fine and Nothing Is Real Everything Is Fine and Nothing Is Real Friday the jobs number dropped and the market had a small nervous breakdown. 172,000 nonfarm payrolls against an 80,000 consensus. The…

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0.088 STEM

5 days ago

Notes From the Waiting Room Notes From the Waiting Room Sunday night. Kevin Warsh is about twenty-four hours away from the most watched Federal Reserve meeting in years — his first as Chair, the one the…

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0.088 STEM

6 days ago

Central Banks of the Developed World MEMORANDUM TO: Central Banks of the Developed World FROM: The Data RE: You Have a Problem DATE: June 7, 2026 CLASSIFICATION: You Already Know Let's get…

10

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0.106 STEM

7 days ago

While You Were Watching Chips Burn, the Bond Market Built a Time Bomb While You Were Watching Chips Burn, the Bond Market Built a Time Bomb Everyone is staring at the semiconductor rubble. Broadcom down 12%, Micron off 7%, a trillion dollars of…

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0.106 STEM

8 days ago

Memo to Kevin Warsh, Re: The Job You Actually Got Memo to Kevin Warsh, Re: The Job You Actually Got INTERNAL. NOT FOR DISTRIBUTION. SHRED AFTER READING. Markets · June 5, 2026 TO: K. Warsh, Chair, Federal Reserve…

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0.108 STEM

9 days ago

MEMORANDUM MEMORANDUM TO: The Bull Case FROM: The Data DATE: June 5, 2026 RE: We need to talk I've been patient. You've had your run — nine consecutive winning sessions…

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0.103 STEM

10 days ago

The Buyback Is Dead. Long Live the Dilution. The Buyback Is Dead. Long Live the Dilution. A stream of consciousness from somewhere on the buy side, Tuesday afternoon, June 2. Okay. So Alphabet just announced it's…

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0.013 STEM