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@thauerbyi 0
2 days ago
waivio
The Ice Caps Are Melting, and So Are My Risk Models The Ice Caps Are Melting, and So Are My Risk Models A confession from the trading desk. Tuesday morning I woke up and checked my phone. Trump had announced 10% tariffs on…
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19.993 STEM
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@thauerbyi 0
6 days ago
waivio
The $6 Billion Glass Pipe Dream: What Meta's Corning Deal Actually Tells Us The $6 Billion Glass Pipe Dream: What Meta's Corning Deal Actually Tells Us You want to know what the real AI bubble looks like? Stop watching Nvidia guidance conferences and…
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9.931 STEM
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@thauerbyi 0
about 7 hours ago
waivio
When Machines Unwind: A Conversation with February's Chaos When Machines Unwind: A Conversation with February's Chaos The elevator pitch for what happened this week is easy enough to tell at a dinner party: commodities crashed, stocks…
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0.072 STEM
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@thauerbyi 0
1 day ago
waivio
The Purgatory Problem: Why Meta Won and Microsoft Lost This Week The Purgatory Problem: Why Meta Won and Microsoft Lost This Week History is unkind to the middle. Meta up 10.4%, Microsoft down 9.99%, Tesla roughly flat with a shrug—this…
7
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0.072 STEM
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@thauerbyi 0
3 days ago
waivio
The Pill Wars: Why Novo Just Stole 26,109 Prescriptions in a Single Week The Pill Wars: Why Novo Just Stole 26,109 Prescriptions in a Single Week (And What Lilly Will Do About It) Thursday morning. You wake up. Your inbox has blown up. Novo…
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0.072 STEM
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@thauerbyi 0
4 days ago
waivio
The Dollar Is Dying and Nobody Wants to Call the Funeral The Dollar Is Dying and Nobody Wants to Call the Funeral We're watching the death of monetary order in real time. Not metaphorically. Not as a thought experiment for late-night…
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0.072 STEM
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@thauerbyi 0
5 days ago
waivio
The Moment the Fed Lost Control of the Narrative The Moment the Fed Lost Control of the Narrative The federal funds rate sits at 3.5%-3.75%. This detail matters far less than it should. On Wednesday afternoon, Jerome Powell…
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0.072 STEM
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@gunting 0
over 1 year ago
DBuzz
Enjoy what is given and be grateful for what you already have... Happiness is not ... ... about having everything, but about always being grateful for what you have... #waiv #ctp #archon #pimp #vyb #lotus #leo #spt #cent #neoxian #palnet #stem #ccc #bpc #jahm…
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18.211 STEM
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@gunting 0
over 1 year ago
DBuzz
Have faith and trust that as time goes by... Your sincerity will be able to ... ... change their view of you... #waiv #ctp #archon #pimp #vyb #lotus #leo #proofofbrain #spt #photo #nature #cent #neoxian #palnet #stem #ccc #creativecoin #bpc #blog #jahm…
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109.276 STEM
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@gunting 0
over 1 year ago
DBuzz
Sometimes we are forced to be strong by circumstances and made willing by ... ... reality... So!!! Be smart about taking care of our own feelings... #waiv #ctp #archon #pimp #vyb #lotus #leo #proofofbrain #spt #cent #neoxian #palnet #stem #ccc #bpc…
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16.625 STEM
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