#pgm Trending Posts - STEMGeeks

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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19.783 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

about 5 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

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

about 1 month ago

The Theology of Zero Yield The Theology of Zero Yield There is a story bitcoin believers tell about themselves, and it goes something like this: in a world of endless money-printing, debased currencies…

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0.000 STEM

about 1 month ago

Notes Toward an Understanding of a Number That Cannot Be Real Notes Toward an Understanding of a Number That Cannot Be Real $81.62 billion. One quarter. One company. Ninety days. I keep writing it down and then staring at it and it…

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about 1 month ago

WHAT THE NUMBERS FEEL WHAT THE NUMBERS FEEL A dispatch from the bottom of the Michigan survey 44.8. Sit with that for a moment. The University of Michigan's final consumer sentiment reading…

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2 months ago

The Last Man in the Room The Last Man in the Room April 30, 2026 There is a specific kind of institutional dread that spreads when everyone can see the succession happening but nobody will say it…

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