#stemUnmoderated tagAll postsTrendingHotNewPromotedPayoutsthauerbyi in #neoxian • yesterdayMEMORANDUMMEMORANDUM TO: Subscribers Who Actually Read The Footnotes FROM: Your Data-Obsessed Correspondent RE: The Numbers Behind The Theater (Sept 13-14, 2025)…gunting in #hive-193552 • 2 days agoMy Actifit Report Card: September 13 2025This morning I started the day with something simple ythauerbyi in #neoxian • 3 days agoThe Oracle GambitThe 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…gunting in #hive-193552 • yesterdayMy Actifit Report Card: September 14 2025I start my mornings relaxing, lying in bed and enjoyinthauerbyi in #neoxian • 5 days agoTuesday Morning Vertigo: When Numbers Lie and Markets ScreamTuesday 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…gunting in #hive-193552 • 3 days agoMy Actifit Report Card: September 12 2025Today I spent some time tidying up the garden using agunting in #hive-193552 • 6 days agoMy Actifit Report Card: September 9 2025I start my morning with a warm and soothing cup of hotthauerbyi in #neoxian • 8 hours agoThe Committee Will Now Come to Order: A Corporate Boardroom DramaThe Committee Will Now Come to Order: A Corporate Boardroom Drama FADE IN: Interior. Glass-walled boardroom, 47th floor. Monday morning, September 15th. Rain streaks the…thauerbyi in #neoxian • 2 days agoThe Numbers Don't Lie (But Everyone Else Does)The Numbers Don't Lie (But Everyone Else Does) Let me get this straight. The Dow rockets 617 points in one day to 46,108, the Nasdaq logs a perfect week of record closes with a…thauerbyi in #neoxian • 4 days agoThe Dopamine Hit ProtocolThe 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…thauerbyi in #neoxian • 6 days agoMEMORANDUM: Re: The September Massacre We All Saw ComingMEMORANDUM: Re: The September Massacre We All Saw Coming TO: Portfolio Managers, Trading Desks, Risk Officers FROM: Chief Market Strategist DATE: September 9, 2025…thauerbyi in #neoxian • 12 days agoSeptember's Impossible MathSeptember'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…thauerbyi in #waivio • 2 months 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 • 2 months 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 • 2 months 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 • 2 months 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 • 2 months 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 • 2 months agoThe 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 • 2 months agoInternal 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…thauerbyi in #neoxian • 3 months agoConversations With My PortfolioConversations With My Portfolio A Fictional Dialogue Between Trader and Trades June 30, 2025 Me: So, Bitcoin. We need to talk. Bitcoin: Oh, here we go. Another…
