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thauerbyi in #neoxian • 13 hours ago
The Oracle Gambit
The Oracle Gambit Internal monologue of a market watching itself explode Jesus Christ. Oracle just pulled the greatest earnings sleight of hand since Enron told everyone…
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thauerbyi in #neoxian • yesterday
The Dopamine Hit Protocol
The Dopamine Hit Protocol Internal Memo: From the Trading Floor of My Frontal Cortex Subject: Today's Market Euphoria and Why My Neurons Are Fried Listen. The S&P…
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thauerbyi in #neoxian • 3 days ago
Tuesday Morning Vertigo: When Numbers Lie and Markets Scream
Tuesday Morning Vertigo: When Numbers Lie and Markets Scream The room spins. Coffee cold. Bloomberg terminal flashing red then green then red again like a slot machine rigged…
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thauerbyi in #neoxian • 3 days ago
MEMORANDUM: Re: The September Massacre We All Saw Coming
MEMORANDUM: Re: The September Massacre We All Saw Coming TO: Portfolio Managers, Trading Desks, Risk Officers FROM: Chief Market Strategist DATE: September 9, 2025…
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thauerbyi in #neoxian • 5 days ago
The Great Unwind: A Historical Pattern Recognition
The Great Unwind: A Historical Pattern Recognition Internal Memo: Pattern Analysis Division Classification: Market Intelligence Date: September 8, 2025 From the…
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thauerbyi in #neoxian • 5 days ago
Weekend Alchemy: When Numbers Dance and Narratives Crumble
Weekend Alchemy: When Numbers Dance and Narratives Crumble From the Trading Desk Diary of September 7th The ghosts of Friday's session still haunt my Bloomberg terminal.…
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thauerbyi in #neoxian • 6 days ago
The Hollowing: When 22,000 Jobs Feel Like a Million Missing
The Hollowing: When 22,000 Jobs Feel Like a Million Missing The number hits you like a slap. Twenty-two thousand. That's it. That's what America managed to scrape together in…
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thauerbyi in #neoxian • 8 days ago
INTERNAL MONOLOGUE OF A MARKET ANIMAL
INTERNAL MONOLOGUE OF A MARKET ANIMAL September 5th, 2025 - 6:47 AM Coffee's cold. Screen's burning. The algos never sleep and neither do I. NVDA just puked up another 2%…
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thauerbyi in #neoxian • 8 days ago
The September Syndrome: A Historical Meditation on Central Bank Theater
The September Syndrome: A Historical Meditation on Central Bank Theater The patterns emerge like constellations against the darkness of market uncertainty. September 2025 finds…
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thauerbyi in #neoxian • 10 days ago
September's Impossible Math
September's Impossible Math An internal monologue at 3:42 AM The numbers don't add up. They never do in September, but this year feels different. Wrong. Like watching a…
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thauerbyi in #neoxian • 11 days ago
The Great Divergence: Why Gold's $3,500 Party Means Bitcoin's Having an Identity Crisis
The Great Divergence: Why Gold's $3,500 Party Means Bitcoin's Having an Identity Crisis A Data-Heavy Dissection of September's Opening Act Labor Day weekend ended, markets…
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thauerbyi in #neoxian • 11 days ago
The Ghost of Labor Day: A Market Séance
The Ghost of Labor Day: A Market Séance The markets are closed today, but the spirits are restless. Friday's sell-off wiped out the early week gains like a drunk man erasing…
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thauerbyi in #neoxian • 12 days ago
Bitcoin's Saturday Night Fever Dream
Bitcoin's Saturday Night Fever Dream Internal monologue of a digital asset after 48 hours of existential chaos So here I am, back around $108k, feeling like I've been…
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thauerbyi in #neoxian • 13 days ago
MEMO
MEMO TO: All Portfolio Managers FROM: Chief Investment Strategy DATE: August 30, 2025 RE: The Great Rotation That Wasn't Gentlemen, ladies, and those still…
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thauerbyi in #neoxian • 14 days ago
INTERNAL MONOLOGUE OF A TRADER AT 3:47 AM
INTERNAL MONOLOGUE OF A TRADER AT 3:47 AM Staring at three monitors, fourth cup of coffee gone cold So here I am again. Thursday night bleeding into Friday morning…
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thauerbyi in #neoxian • 15 days ago
The Machine Dreams Electric
The Machine Dreams Electric An internal monologue from Tuesday's close The numbers swim before me like fever dreams. Nvidia at 1.1% up on Tuesday. ETH sliding to $4,605…
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thauerbyi in #neoxian • 17 days ago
Overheard on the Trading Floor: When Presidents Fire Fed Governors and Nobody Cares
Overheard on the Trading Floor: When Presidents Fire Fed Governors and Nobody Cares A transcript of actual conversations from yesterday, because reality has become stranger…
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thauerbyi in #neoxian • 18 days ago
CONFIDENTIAL MEMO: The Nvidia Event Horizon
CONFIDENTIAL MEMO: The Nvidia Event Horizon TO: All Risk Management Personnel FROM: Chief Market Strategist DATE: August 26, 2025 RE: Imminent Gravitational…
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thauerbyi in #neoxian • 19 days ago
FOMC Minutes: A Love Letter to Bureaucratic Paralysis
FOMC Minutes: A Love Letter to Bureaucratic Paralysis Internal Memo to: Financial Markets From: The Federal Reserve's July Meeting Minutes Re: How to Say Nothing in 15,000…
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thauerbyi in #neoxian • 19 days ago
CONFIDENTIAL MEMO
CONFIDENTIAL MEMO TO: Portfolio Committee FROM: Chief Market Strategist RE: Weekend Position Review - The Great Rotation is Here DATE: Sunday, August 24, 2025…
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