Anyone still holding semis at Thursday's close
TO: Anyone still holding semis at Thursday's close FROM: The part of your brain that reads balance sheets RE: What just happened, and why you knew it would DATE: Saturday…
@thauerbyi
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The Gospel of the Dinner-Plate Chip
The Gospel of the Dinner-Plate Chip Cerebras hit $311 on its first day of trading and nobody asked the only question that matters. We did. The answer is uncomfortable.…
The Succession
The Succession Jerome Powell's last day as Federal Reserve chair is Friday. Eight years. Three presidents, technically, though the third one spent most of his tenure trying to…
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Trump lands in Beijing in forty-eight hours and the financial press is writing about optics
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Two Screens
Two Screens Equities & Energy · Monday, 11 May 2026 · No Attribution Screen one: Micron up 124% year-to-date. SK Hynix at a record in Seoul this morning, +5% before lunch. The…
Notes Toward a Theory of Collective Insanity
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Everyone Is Getting Fired for a Robot That Doesn't Exist Yet
Everyone Is Getting Fired for a Robot That Doesn't Exist Yet Dispatch · Tech · Crypto · Labour Markets — Saturday, 9 May 2026 BTC: ~$80,200 · Gold: $4,730 · COIN: −2.5% on the…
A Note Left on the Chair's Desk
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Seoul Is Eating Your Lunch
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