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@thauerbyi
THE PEACE PREMIUM IS A LIE

THE PEACE PREMIUM IS A LIE

THE PEACE PREMIUM IS A LIE Monday, April 13, 2026 | Asset | Price | Move | |---|---|---| | Crude Oil (WTI) | $104.78 | +8.50% today | | S&P 500 (futures) | 6,781 | −1.08% today…

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everything is fine

everything is fine

Please be advised that everything is fine. The S&P 500 is up 2.5%. The Dow added 1,325 points. Brent crude fell 13.4% to $94.68 in a single session. Bitcoin crossed $71,000.…

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The Cruelest Data Point

The Cruelest Data Point

The Cruelest Data Point Imagine designing a stress test for central bankers. You would want a jobs number that comes in at nearly three times expectations, dropping on a day…

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Q1 POST-MORTEM

Q1 POST-MORTEM

Here is what actually happened in Q1. The S&P 500 finished down 4.6% for the quarter, which is the index's worst first quarter since 2020. That would be mildly uncomfortable…

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The Plumbers Are Winning

The Plumbers Are Winning

The Plumbers Are Winning There is a version of this story that Bitcoin maximalists will hate, and it goes like this: the most consequential crypto development of the week…

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0.00004407 BEE