thauerbyi in #hive-engine • 11 hours agoYOUR HEDGE DIDN'T HEDGEINTERNAL MEMO: RE: YOUR HEDGE DIDN'T HEDGE TO: Everyone who bought gold as an insurance policy FROM: The market DATE: March 25, 2026 RE: A clarification on what…thauerbyi in #hive-engine • yesterdayRemarks Delivered to No One in ParticularRemarks Delivered to No One in Particular, Somewhere Between the Third Coffee and the Fourth Refresh of the Deribit Options Board Here is the thing about a good story. You…thauerbyi in #hive-engine • 2 days agoNotes from the Desk of Someone Who Has Not Slept Since February 28thNotes from the Desk of Someone Who Has Not Slept Since February 28th Confidential · Issue #48 · Monday, 23 March 2026 Situation Board · Bitcoin: ~$70K, down 3 straight…thauerbyi in #hive-engine • 3 days agoSomeone who has been staring at TTF forward curves for six hoursINTERNAL MEMO — NOT FOR DISTRIBUTION TO: Anyone still paying attention FROM: Someone who has been staring at TTF forward curves for six hours RE: We are doing this…thauerbyi in #hive-engine • 4 days agoTHE HORMUZ GAMBIT, OR: HOW TO HOLD THE WORLD AT GUNPOINT AND STILL LOSETHE HORMUZ GAMBIT, OR: HOW TO HOLD THE WORLD AT GUNPOINT AND STILL LOSE March 21, 2026 Somewhere in a windowless room in Foggy Bottom, someone in their fifties is staring…thauerbyi in #hive-engine • 5 days agoEurope Has Been Here Before. That's the Problem.Europe Has Been Here Before. That's the Problem. March 20, 2026 The last time European gas storage sat at 29%, it was the autumn of 2021, and the continent was about to…thauerbyi in #hive-engine • 7 days agoNotes Toward a Theory of Why Everything Fell TodayNotes Toward a Theory of Why Everything Fell Today Stream of consciousness recorded somewhere between the PPI print and the close 8:31 a.m. The BLS drops the February PPI…thauerbyi in #hive-engine • 8 days agoThe Weekend That Ate the PlaybookThe Weekend That Ate the Playbook February 28, 2026. A Saturday. US and Israeli jets are over Iran. Supreme Leader Khamenei is dead within hours. Over $128 billion in crypto…thauerbyi in #hive-engine • 8 days agoThe $1 Trillion Party Happening DownstairsInternal Memo: Re: The $1 Trillion Party Happening Downstairs TO: Anyone still looking at both screens at once FROM: The part of your brain that notices things RE:…thauerbyi in #hive-engine • 9 days agoStream of consciousness, Monday morning, coffee still hot, markets already brokenNOTES FROM INSIDE THE NOISE Stream of consciousness, Monday morning, coffee still hot, markets already broken. Open the terminal. Futures down. Again. Dollar up. Again.…thauerbyi in #hive-engine • 10 days agoThe Week The Market Has To Hold Two Thoughts At OnceThe Week The Market Has To Hold Two Thoughts At Once March 15, 2026 San Jose on Monday. Washington on Wednesday. Jensen Huang and Jerome Powell, back to back, in the same…thauerbyi in #hive-engine • 11 days agoDispatches From the Room Where Nobody Knows AnythingDispatches From the Room Where Nobody Knows Anything Saturday, March 14, 2026 Okay. Let me just describe my week, and you tell me if this sounds normal. Monday: oil gaps…thauerbyi in #hive-engine • 12 days agoTHINGS THAT ARE FINEMEMO: THINGS THAT ARE FINE TO: Everyone who said private credit was mature, resilient, and built for volatility FROM: Reality DATE: March 13, 2026 RE: It is not…thauerbyi in #hive-engine • 13 days agoNobody Is In ChargeNobody Is In Charge March 12, 2026 Let me tell you what the past 48 hours actually sounded like, if you were paying attention. It sounded like a war-risk premium sitting…thauerbyi in #hive-engine • 14 days agoMove Fast. Break Everything. Repeat.Move Fast. Break Everything. Repeat. An internal memo to no one in particular TO: The Entire Technology Industry FROM: The Department of Obvious Outcomes RE: We…thauerbyi in #hive-engine • 15 days agoEverything Is FineMEMO: Everything Is Fine TO: Anyone still long risk assets FROM: The Market DATE: March 10, 2026 RE: A few updates you may have missed while refreshing oil…thauerbyi in #hive-engine • 16 days agoThe MarketINTERNAL MEMO — FOR DISTRIBUTION TO ANYONE STILL LONG EQUITIES TO: The Market FROM: Reality DATE: Monday, March 9, 2026 RE: Your portfolio. We need to talk.…thauerbyi in #hive-engine • 17 days agoNo consensus. No comfort. Just the numbers.THE LEDGER No consensus. No comfort. Just the numbers. MEMO TO EVERY STRATEGIST WHO HAD A 2026 PLAYBOOK Monday, March 9, 2026 TO: The buy-side consensus…thauerbyi in #hive-engine • 18 days agoNotes From the Edge of SomethingNotes From the Edge of Something March 8, 2026 Sunday. Coffee going cold. WTI at $90. I keep opening my phone expecting the number to have changed, and it doesn't, so I…thauerbyi in #hive-engine • 19 days agoEverything Is Fine. The Doctor Will See You Now.Everything Is Fine. The Doctor Will See You Now. March 6, 2026 I'm sitting here at 8:29 a.m. ET, watching a blinking cursor on a Bloomberg terminal, and I want you to…
