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Recent Posts
@thauerbyi
0
about 9 hours ago
hive-engine
The Cruelest Data Point
The Cruelest Data Point Imagine designing a stress test for central bankers. You would want a jobs number that comes in at nearly three times expectations, dropping on a day…
@thauerbyi
0
1 day ago
hive-engine
Good News. Terrible News. Same News.
Good News. Terrible News. Same News. The jobs report came in at 178,000 on Good Friday, while the stock market sat dark and the bond market traded in a half-coma. Nobody could…
@fexonice
0
2 days ago
Holos&Lotus
Living in the Past
If I told you that I am living in the past you might think I am talking about nostalgia or reminiscing about old memories, but that's
@thauerbyi
0
2 days ago
hive-engine
Q1 POST-MORTEM
Here is what actually happened in Q1. The S&P 500 finished down 4.6% for the quarter, which is the index's worst first quarter since 2020. That would be mildly uncomfortable…
@thauerbyi
0
3 days ago
hive-engine
The Plumbers Are Winning
The Plumbers Are Winning There is a version of this story that Bitcoin maximalists will hate, and it goes like this: the most consequential crypto development of the week…
@thauerbyi
0
4 days ago
hive-engine
Good Friday. Bad Data. And Bitcoin Is the Only Adult in the Room.
Good Friday. Bad Data. And Bitcoin Is the Only Adult in the Room. Eight-thirty this morning, the Bureau of Labor Statistics dropped March payrolls into a market with no lights…
@thauerbyi
0
5 days ago
hive-engine
The Quarter From Hell, Elon's Timing, and Why the Market's War Machine Is Broken
MEMO: RE: The Quarter From Hell, Elon's Timing, and Why the Market's War Machine Is Broken April 2, 2026 — Q2 Opens. Everybody's Still Bleeding. TO: Anyone still…
@thauerbyi
0
6 days ago
hive-engine
The Memory Hole
The Memory Hole April 1, 2026 Somewhere in Mountain View, a team of Google researchers published a paper about memory compression, and in the eight trading days since…
@thauerbyi
0
7 days ago
hive-engine
All Portfolio Managers, Risk Desks, Macro Strategy
INTERNAL MEMO TO: All Portfolio Managers, Risk Desks, Macro Strategy FROM: The Situation Room (you know which one) DATE: March 31, 2026 RE: Week Five. Still…
@intishar
0
8 days ago
SciFi Multiverse
There will be no library
A book is known as the best friend of humans, and I also agree with it. It's because it can help us to gain knowledge, and aside from gaining knowledge, we can acquire many…
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