Remarks to a Room That Already Knows the Punchline
Remarks to a Room That Already Knows the Punchline Good morning. I want to talk about the quiet period, because starting today, technically, the Fed can't. As of Saturday, the…
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Number of computer science students is declining. End of the coding era? What is still worth studying?
Laut einem FT-Artikel ist die Zahl an Informatik-Studenten rückläufig. Abiturienten fragen sich, was sie überhaupt im Zeitalter von KI noch studieren sollen, und wo es in Zukunft…
Today's payrolls print and the inversion nobody's pricing correctly
Consensus sits at 53,000 to 58,000 depending on whose survey you're reading. Unemployment rate expected flat at 4.1%. Average hourly earnings up 0.2%. None of that is the…
On the desk, September 3, before the open. Notebook open, coffee cold.
On the desk, September 3, before the open. Notebook open, coffee cold. Thirty-eight thousand. That's what ADP just handed us for August — the weakest private payrolls print…
Tesla Strategy (XTS): what happens when the whole supply is 10?
MicroStrategy taught a generation a lesson: a treasury with conviction and a scarce reserve can matter more than the size of the company. XTS — Tesla Strategy — takes that to an…
What backs Aurum? (And how you can check it yourself) 🔍🪙
Last time I made a claim that deserves receipts: that Aurum (AU) is a bank unit backed by a real reserve, not a rumor. So let's talk about backing — because in crypto, that word…
Tuesday's data dump and why nobody in this building should sleep well before Friday
Let's start with the number that should have broken the desk's coffee machine: ISM Manufacturing prices paid at 71.1 in August, essentially flat with July, while the employment…
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