Move Fast. Break Everything. Repeat.
Move Fast. Break Everything. Repeat. An internal memo to no one in particular TO: The Entire Technology Industry FROM: The Department of Obvious Outcomes RE: We told you so.…
@thauerbyi
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Everything Is Fine
MEMO: Everything Is Fine TO: Anyone still long risk assets FROM: The Market DATE: March 10, 2026 RE: A few updates you may have missed while refreshing oil futures Please be…
The Market
INTERNAL MEMO — FOR DISTRIBUTION TO ANYONE STILL LONG EQUITIES TO: The Market FROM: Reality DATE: Monday, March 9, 2026 RE: Your portfolio. We need to talk. Please find…
No consensus. No comfort. Just the numbers.
THE LEDGER No consensus. No comfort. Just the numbers. MEMO TO EVERY STRATEGIST WHO HAD A 2026 PLAYBOOK Monday, March 9, 2026 TO: The buy-side consensus FROM: Reality RE: Your…
Notes From the Edge of Something
Notes From the Edge of Something March 8, 2026 Sunday. Coffee going cold. WTI at $90. I keep opening my phone expecting the number to have changed, and it doesn't, so I open…
Everything Is Fine. The Doctor Will See You Now.
Everything Is Fine. The Doctor Will See You Now. March 6, 2026 I'm sitting here at 8:29 a.m. ET, watching a blinking cursor on a Bloomberg terminal, and I want you to understand…
The Week That Broke the Model
INTERNAL MEMO: TO ALL SURVIVING ANALYSTS Re: The Week That Broke the Model FROM: The Markets TO: Everyone Who Still Has a Job DATE: March 5, 2026 SUBJECT: Some things we need to…
The System Is Working Exactly As Designed
Internal Memo: The System Is Working Exactly As Designed Wednesday, March 4, 2026 To: Everyone still holding enterprise software From: The Market Re: You were warned Let's…
The Last 48 Hours: Wars, Oil Spikes, and the Dollar's Slow Bleed
The Last 48 Hours: Wars, Oil Spikes, and the Dollar's Slow Bleed Let's cut through the noise—over the weekend, U.S. and Israeli strikes on Iran sent markets into a predictable…
Someone who has been staring at terminals for too long
Memo to the Room: Nobody Knows What Country This Is Anymore Internal. Confidential. Good luck keeping it that way. FROM: Someone who has been staring at terminals for too long…