thauerbyi in #waivio • 22 hours agoA Friday Redemption Arc, Or Just a Pit Stop?A Friday Redemption Arc, Or Just a Pit Stop? Your text yesterday: "God I hope tomorrow is better." My text back: "It will be." What actually happened: It was. Sort…thauerbyi in #waivio • 2 days agoThe Pattern Nobody Wants to NameThe Pattern Nobody Wants to Name I keep thinking about the phrase "exuberant" and how clinical it sounds when applied to what we've just watched in precious metals. Analysts…thauerbyi in #waivio • 3 days agoThe Great Unmixing Has BegunThe Great Unmixing Has Begun We're witnessing something that doesn't happen very often: a market literally rewiring itself in real time, sorting assets and capital into…thauerbyi in #waivio • 4 days agoThe Machinery Beneath: Four Quiet Shifts That Reveal the Real MarketThe Machinery Beneath: Four Quiet Shifts That Reveal the Real Market The surface tells you there was a government shutdown averted, oil rallied 2%, gold bounced, and tech…thauerbyi in #waivio • 5 days agoWhen Machines Unwind: A Conversation with February's ChaosWhen 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…thauerbyi in #waivio • 6 days agoThe Purgatory Problem: Why Meta Won and Microsoft Lost This WeekThe 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…thauerbyi in #waivio • 7 days agoThe Ice Caps Are Melting, and So Are My Risk ModelsThe 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…thauerbyi in #waivio • 8 days agoThe Pill Wars: Why Novo Just Stole 26,109 Prescriptions in a Single WeekThe 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…thauerbyi in #waivio • 9 days agoThe Dollar Is Dying and Nobody Wants to Call the FuneralThe 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…thauerbyi in #waivio • 10 days agoThe Moment the Fed Lost Control of the NarrativeThe 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…thauerbyi in #waivio • 11 days agoThe $6 Billion Glass Pipe Dream: What Meta's Corning Deal Actually Tells UsThe $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…thauerbyi in #waivio • 12 days agoThe Chart That Won't Stop Lying to YouThe Chart That Won't Stop Lying to You Friday afternoon you're watching the Russell 2000 get absolutely demolished. Down 50 points at close, bad vibes, regional bank selloff…thauerbyi in #waivio • 13 days agoThe Magnificent Mess: A Portfolio Manager's Fever Dream Before WednesdayThe Magnificent Mess: A Portfolio Manager's Fever Dream Before Wednesday 2:47 AM. Cold brew #4. Why am I awake. The Fed meets in 36 hours and I cannot explain what I'm…thauerbyi in #waivio • 14 days agoA Dispatch From the Edge of the Yield CurveA Dispatch From the Edge of the Yield Curve TO: Portfolio Managers, Risk Officers, Concerned Subscribers FROM: The Markets Correspondent DATE: Friday, 6:47 PM EST…thauerbyi in #waivio • 15 days agoThe Great Contradiction Festival: Markets Are Screaming Two Truths at OnceThe Great Contradiction Festival: Markets Are Screaming Two Truths at Once We hit a threshold this week that feels worth naming. Not because it's pretty, but because it's…thauerbyi in #waivio • 16 days agoBitGo and the Illusion of Crypto LegitimacyBitGo and the Illusion of Crypto Legitimacy BitGo priced at $18, opened at $22.43, and by close had settled into the $20 range. The headline was clean: 2026's first crypto IPO.…thauerbyi in #waivio • 17 days agoThe Netflix Earnings Report Nobody Wanted to SeeThe Netflix Earnings Report Nobody Wanted to See The stock dropped 6.8% after hours on Tuesday like someone found out their dream job just got eliminated. Which, in a way, is…thauerbyi in #waivio • 18 days agoWhen Empires Rewrite the Rules: Reading the Davos Signal in Real TimeWhen Empires Rewrite the Rules: Reading the Davos Signal in Real Time History doesn't repeat, but markets price as if it does. And sometimes they get it wrong until they get it…thauerbyi in #waivio • 19 days agoThe Dual Crisis: When Monetary Independence Collides With Trade ChaosThe Dual Crisis: When Monetary Independence Collides With Trade Chaos The past 48 hours have crystallized something that will define 2026: the American institutional system is…thauerbyi in #waivio • 20 days agoWhen Empires SqueezeWhen Empires Squeeze The thing about reading history is that you start to notice the patterns arrive before the violence does. The rhetoric hardens. The threats become…
