#spt Trending Posts - STEMGeeks

about 23 hours ago

Long End Duration Exposure — Q3 Review RE: Long End Duration Exposure — Q3 Review Someone needs to explain to the desk why we keep modeling the 30-year as a rates trade when it has behaved, for six months running…

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2 days ago

History doesn't repeat, but the 1970s are sending invoices History doesn't repeat, but the 1970s are sending invoices. Oil at $91, semis ripping higher, Trump slapping 50% tariffs on Canadian staples while U.S. strikes hit double…

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3 days ago

PREPARED REMARKS Let's talk about the least honest asset in the world right now, and I mean that with real admiration for how well it's lying. Gold hit $5,595 an ounce in late January — a…

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4 days ago

Bitcoin Was Supposed to Save You From This Exact Week. It Didn't. Bitcoin Was Supposed to Save You From This Exact Week. It Didn't. Somebody go find whoever wrote the 2021 whitepaper explaining why bitcoin was "digital gold" and ask them to…

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5 days ago

Bitcoin Was Supposed to Save You From This Exact Week. It Didn't Bitcoin Was Supposed to Save You From This Exact Week. It Didn't. Somebody explain the number to me, because I've stared at it for ten minutes and it still doesn't parse.…

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6 days ago

Kimi K3. Two point eight trillion parameters I had the Bloomberg terminal open to six windows and none of them were saying anything I wanted to see. SOX down another 5.7%. Micron red. Marvell red. AMD bleeding out for the…

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7 days ago

IBM Just Told You the Emperor's Software Has No Clothes IBM Just Told You the Emperor's Software Has No Clothes Nobody wants to talk about IBM this week because it's inconvenient. Twenty-five percent gone in a session isn't a stock…

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8 days ago

Buffett Says the Quiet Part Out Loud, and the Market Keeps Dancing Anyway Buffett Says the Quiet Part Out Loud, and the Market Keeps Dancing Anyway Every speculative peak has its designated Cassandra, and this cycle's is an eighty-something oracle…

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9 days ago

Messaging Coherence Following Chair's House Testimony MEMORANDUM — FOR INTERNAL CIRCULATION ONLY RE: Messaging Coherence Following Chair's House Testimony, July 14 FROM: Office of Communications Strategy TO: Committee…

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10 days ago

Kevin Warsh Walks Into Congress With a Live Grenade and Everyone's Pretending It's a Press Release Kevin Warsh Walks Into Congress With a Live Grenade and Everyone's Pretending It's a Press Release Tomorrow a man who has given fewer press conferences than his last three…

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