thauerbyi - STEMGeeks

thauerbyi

about 4 hours ago

Down nearly half from the October 2025 high of $126,198 Let's talk about the greatest hedge against fiat collapse that just had its worst ETF month since spot funds existed, because apparently nobody told bitcoin it was supposed to be…

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0.012 STEM

1 day ago

Thursday's tape, and why nobody in this building should sleep well tonight TO: Risk Committee RE: Thursday's tape, and why nobody in this building should sleep well tonight STATUS: Not for distribution. Obviously it will be distributed. I want to…

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0.093 STEM

2 days ago

The yen just hit 162.8 to the dollar The yen just hit 162.8 to the dollar and somewhere in Tokyo a Ministry of Finance official is staring at a Bloomberg terminal the way you stare at a check engine light — knowing…

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0.077 STEM

4 days ago

Buy The Dip, Sell The Dip, Repeat Until Liquidity Dies Buy The Dip, Sell The Dip, Repeat Until Liquidity Dies Six trading days. That's how long it took the AI trade to go from "BofA note triggers semis bloodbath, Nasdaq-100 sheds…

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19.667 STEM

5 days ago

An Open Letter to the Soft Landing Consensus An Open Letter to the Soft Landing Consensus To: Every strategist who wrote "one more cut and we're done" in the fourth quarter of 2024 You were so close. The disinflation…

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0.077 STEM

6 days ago

Warsh's Opening Move Was Hawkish. The Bond Market Isn't Fully Convinced. Warsh's Opening Move Was Hawkish. The Bond Market Isn't Fully Convinced. On June 17th, the two-year Treasury yield jumped 16 basis points in a single session. That was the…

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0.077 STEM

7 days ago

The Sheriff Arrived Just As The Outlaws Left Town The Sheriff Arrived Just As The Outlaws Left Town The May PCE report came in Thursday and it was, by almost every headline metric, the number that Warsh hawks have been…

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21.022 STEM

8 days ago

Thursday, 9:47 AM. The PCE Just Printed. Someone Is Buying Wendy's. Thursday, 9:47 AM. The PCE Just Printed. Someone Is Buying Wendy's. The number hits at 8:30. Headline PCE 4.1%, highest in three years. Core at 3.4%. In line with estimates…

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0.078 STEM

9 days ago

MACRO DESK INTERNAL NOTE — MACRO DESK Re: The Energy Trade Has Turned. Update Your Models. Brent closed at $73.74 on Wednesday. WTI at $70.34. Both at their lowest level since before…

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0.079 STEM

10 days ago

Seven Funerals and a Bond Market Seven Funerals and a Bond Market Britain is about to inaugurate its seventh prime minister in roughly a decade. Let that integer breathe for a moment. Seven. In the same…

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0.077 STEM