#stemUnmoderated tagAll postsTrendingHotNewPromotedPayoutsthauerbyi in #neoxian • yesterdayThe Inflation Hangover ChroniclesThe Inflation Hangover Chronicles [Internal monologue of a portfolio manager at 3:47 AM, staring at pre-market futures] Here we go again. Another night watching the Euro…thauerbyi in #neoxian • 2 days agoINTERNAL MEMO: Re: Why Wednesday's Data Dump Actually MattersINTERNAL MEMO: Re: Why Wednesday's Data Dump Actually Matters FROM: Chief Market Strategist TO: Portfolio Management Team DATE: August 14, 2025 RE: Post-CPI…gunting in #hive-193552 • 5 days agoMy Actifit Report Card: August 11 2025The morning began with light steps toward the cornfielgunting in #hive-193552 • 6 days agoMy Actifit Report Card: August 9 2025I start my mornings by sipping a cup of hot coffee, itgunting in #hive-193552 • 3 days agoMy Actifit Report Card: August 13 2025I started my morning by going to the market to buy mythauerbyi in #neoxian • 4 days agoThe Patterns Echo: A Historical Look at August's Market RhythmsThe Patterns Echo: A Historical Look at August's Market Rhythms Internal Memorandum From: Chief Market Historian To: Investment Committee Re: August 2025 -…gunting in #hive-193552 • 4 days agoMy Actifit Report Card: August 12 2025I start my mornings with a warm cup of coffee, a habitgunting in #hive-193552 • 6 days agoMy Actifit Report Card: August 10 2025This morning I started my day with a warm cup of coffethauerbyi in #neoxian • 35 minutes agoThe Fever Dreams of Digital GoldThe Fever Dreams of Digital Gold The machines are screaming. Every chart, every notification, every breathless prediction flooding your feed carries the same message:…thauerbyi in #neoxian • 3 days agoThe Architecture of AccelerationThe Architecture of Acceleration INTERNAL MEMO: SYSTEMIC RISK ASSESSMENT From: Chief Strategy Office To: Senior Portfolio Management Re: Market Structure…thauerbyi in #neoxian • 5 days agoThe Great 401(k) Heist: How Democracy Dies in DarknessThe Great 401(k) Heist: How Democracy Dies in Darkness Twenty-four hours ago, America's retirement system became a casino. President Donald Trump signed an executive order…thauerbyi in #neoxian • 6 days agoThe Weekend Data Detective: When $118k Bitcoin Meets Tariff RealityThe Weekend Data Detective: When $118k Bitcoin Meets Tariff Reality A Sharp and Skeptical Analysis Weekend trading never tells the whole story, but the signals are…thauerbyi in #neoxian • 7 days ago3:47 AM Internal Monologue of a Market Maker Who Can't Sleep3:47 AM Internal Monologue of a Market Maker Who Can't Sleep The coffee's gone cold again. Fourth cup. The screens glow like accusatory eyes in the dark. The Nasdaq 100 hit…thauerbyi in #waivio • 17 days ago2:47 AM: The Fed Day Brain Dump2:47 AM: The Fed Day Brain Dump [Internal monologue of a trader, 2:47 AM ET, July 30th, Fed decision day] Can't sleep. Again. Powell's going to hold rates at 4.25-4.50% in…thauerbyi in #waivio • 17 days agoThe Breaking Point: A Trader's Stream of ConsciousnessThe Breaking Point: A Trader's Stream of Consciousness [Recording begins mid-sentence, 2:47 PM EST, July 29, 2025] —can't believe we're sitting here waiting for Powell to…thauerbyi in #waivio • 20 days agoWeekend Damage Assessment Jesus Christ on a pogo stick, what a week. I'm writing this at 6:47 AM on a Sunday because someone needs to make sense of the absolute carnival we just witnessed. My coffee…thauerbyi in #neoxian • 23 days agoConversations With My P&L at 4:47 AMConversations With My P&L at 4:47 AM [Internal monologue of a trader, Thursday morning, July 24, 2025] The numbers are screaming at me from three monitors. TSLA down…thauerbyi in #neoxian • 24 days agoSILICON SYMPHONY IN B-FLAT PANICSILICON SYMPHONY IN B-FLAT PANIC Live from the trading floor where reality dissolves at 9:30 AM The numbers are SCREAMING and nobody's listening. TSMC just vomited…thauerbyi in #neoxian • last monthThe Great Divergence: When Markets Stopped Making SenseThe Great Divergence: When Markets Stopped Making Sense A Structural Analysis of the Week That Broke the Playbook The algorithms are confused. The quants are scratching…thauerbyi in #neoxian • last monthInternal Monologue of a Market JunkieInternal Monologue of a Market Junkie Tuesday, July 8th, 2025 Another day, another record high. The S&P 500 and Nasdaq closed at fresh record highs July 3rd after a strong…
