#stemUnmoderated tagAll postsTrendingHotNewPromotedPayoutsalexanderfluke in #hive-127238 • 20 hours agoInto the CoolThere is nothing better than stepping into the water when the day is blazing hot.alexanderfluke in #hive-142159 • 2 days agoAbout WaterfowlA brief photo story from a pond where geese and turtles crossed paths.alexanderfluke in #hive-187635 • 4 days agoThe Golden PauseRest isn't the end of the journey. It's part of it.alexanderfluke in #hive-127238 • 5 days agoFinal ChordEvery ending has its own music.alexanderfluke in #hive-102880 • 6 days agoSilhouettes Against the SkyThere are places that simply call you back. You return for the atmosphere, for new experiences, for photographs that turn out just a little different every time.thauerbyi in #hive-engine • 3 days agoWarsh'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…alexanderfluke in #hive-106444 • 3 days agoCommon PerfectionA classic portrait of a lady mallard. She climbed ashore, shook the lake from herthauerbyi in #hive-engine • yesterdayBuy The Dip, Sell The Dip, Repeat Until Liquidity DiesBuy 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…thauerbyi in #hive-engine • 2 days agoAn Open Letter to the Soft Landing ConsensusAn 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…thauerbyi in #hive-engine • 4 days agoThe Sheriff Arrived Just As The Outlaws Left TownThe Sheriff Arrived Just As The Outlaws Left Town The May PCE report came in Thursday and it was, by almost every headline metric, the number that Warsh hawks have been…thauerbyi in #hive-engine • 5 days agoThursday, 9:47 AM. The PCE Just Printed. Someone Is Buying Wendy's.Thursday, 9:47 AM. The PCE Just Printed. Someone Is Buying Wendy's. The number hits at 8:30. Headline PCE 4.1%, highest in three years. Core at 3.4%. In line with estimates…thauerbyi in #hive-engine • 6 days agoMACRO DESKINTERNAL NOTE — MACRO DESK Re: The Energy Trade Has Turned. Update Your Models. Brent closed at $73.74 on Wednesday. WTI at $70.34. Both at their lowest level since before…thauerbyi in #hive-engine • last monthNobody Panic (Everyone Is Panicking)Nobody Panic (Everyone Is Panicking) Wednesday, 27 May 2026 Brent crude: ~$103 | Gold: $4,490 | BTC: ~$77k | 10-yr Treasury: 4.46% | US debt-to-GDP…thauerbyi in #hive-engine • last monthNotes Toward an Understanding of a Number That Cannot Be RealNotes 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…thauerbyi in #hive-engine • 3 months 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 #waivio • 6 months agoThe Crypto Winter That Isn't: What $3 Trillion in Assets Actually Reveals About 2026The Crypto Winter That Isn't: What $3 Trillion in Assets Actually Reveals About 2026 Somewhere around $88,000, Bitcoin stopped being interesting and became something else. A…thauerbyi in #waivio • 7 months agoInside the Broadcom Rout: When the Market Finally Admits Its Faith Was MisplacedInside the Broadcom Rout: When the Market Finally Admits Its Faith Was Misplaced Friday morning, 9:31 a.m. Eastern. Broadcom opens at its lowest since before earnings were…thauerbyi in #waivio • 7 months agoThe Fed's Pause Is Not a Pause. It's a Split, and That Matters.The Fed's Pause Is Not a Pause. It's a Split, and That Matters. Three dissents at the December FOMC meeting. The most since 2019. Jeffrey Schmid voting to hold rates. Stephen…thauerbyi in #waivio • 7 months agohen the Signals Stop Talking to Each OtherWhen the Signals Stop Talking to Each Other We've entered a peculiar moment in financial history. The kind where every data point you look at tells you something different…thauerbyi in #waivio • 7 months agoThe Thanksgiving Pump That Broke Everyone's BrainThe Thanksgiving Pump That Broke Everyone's Brain It was Monday, November 24. The market had been gasping for air. November was brutal—we're down 2% on the Nasdaq alone, the…
