THE CARNAGE REPORT: When Reality Bites Back
THE CARNAGE REPORT: When Reality Bites Back A visceral stream of consciousness from the trading floor of madness Sweet mother of leverage, what a bloodbath we just witnessed.…
@thauerbyi
MEMORANDUM: The Powell Paradox and the Art of Institutional Paralysis
Executive Summary The Federal Reserve has achieved something remarkable: complete institutional paralysis disguised as prudent monetary policy. With the White House actively…
Letter to My Future Self: The Fed's Waiting Game
Letter to My Future Self: The Fed's Waiting Game July 16, 2025 Dear Me (Six Months From Now), I'm writing this on a Tuesday afternoon when the 10-year Treasury is hovering…
What Actually Mattered in the Last 48 Hours—And How I’m Funding My Next Espresso With a Faucet
What Actually Mattered in the Last 48 Hours—And How I’m Funding My Next Espresso With a Faucet Tuesday, 15 July 2025 | 07:33 UTC 1. The ECB’s “Digital Euro Lite” Leak…
The $118K Bitcoin Reality Check: A Cynic's Guide to Crypto Mania
July 14, 2025 A sardonic letter to my younger self, who thought $10K Bitcoin was expensive Dear Naive Me, Bitcoin is trading above the $118,000 mark, at a historic high.…
The $4 Trillion Delusion: When Math Meets Madness
A Cynical Rant on Market Psychology and the AI Bubble So Nvidia hit a $4 trillion market cap this week. Four. Trillion. Dollars. For a company that makes specialized computer…
The Medici Memo: A Historical Perspective on Modern Financial Theater
The Medici Memo: A Historical Perspective on Modern Financial Theater Internal Memorandum - House of Medici Banking Division From: Lorenzo di Piero de' Medici To: All Branch…
The Acceleration
The Acceleration Internal monologue of a trader, 6:47 AM, July 11, 2025 Coffee's cold. Screen's burning. The numbers are dancing again. S&P 500 closed at another all-time high…
The Great Divergence: When Markets Stopped Making Sense
The 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 their…
How I'd see the Fed talk about current events
INTERNAL MEMORANDUM TO: All Federal Reserve Bank Presidents FROM: Chief Economist (Name Redacted) DATE: July 9, 2025 RE: Strategic Assessment - The Powell Admission and…