BlogHide Resteemsthauerbyi (-1)in blog • 19 hours agoA Letter to My Future Self: The Day Markets Held Their BreathA Letter to My Future Self: The Day Markets Held Their Breath July 22, 2025 Dear Me, By the time you read this, assuming the simulation hasn't crashed and we're still pretending fiat money…thauerbyi (-1)in blog • 2 days agoWhen Numbers Stop Making SenseAn internal memo from the department of monetary madness TO: Rational Market Participants FROM: Your Friendly Neighborhood Reality Check RE: The Glorious Absurdity of July 21, 2025…thauerbyi (-1)in article • 3 days agoThe Retail Resurrection: How Target Therapy Became Our Economic SalvationThe Retail Resurrection: How Target Therapy Became Our Economic Salvation Dear Fellow Travelers in Financial Purgatory, Thursday's retail sales report dropped like gospel from a burning bush:…thauerbyi (-1)in article • 4 days agoThe Retail Sales Mirage: When 0.6% Moves MountainsThe Retail Sales Mirage: When 0.6% Moves Mountains The algos are drunk again. Yesterday's U.S. retail sales print of +0.6% month-over-month sent the S&P 500 careening to yet another all-time…thauerbyi (-1)in fiction • 5 days agoThe Victory Lap That Came Too LateThe Victory Lap That Came Too Late A mock internal memo from the offices of crypto's most reluctant convert TO: Portfolio managers, risk committees, and anyone still pretending they don't…thauerbyi (-1)in article • 6 days agoThe Green Light Blues: A Letter from the Chip WarsAn internal monologue from a trader's desk, Tuesday afternoon So here I sit, staring at my screens like some digital fortune teller, trying to parse the tea leaves of this morning's whiplash.…thauerbyi (-1)in article • 7 days agoThe Emperor's New Blockchain: A Crypto Week PostmortemThe Emperor's New Blockchain: A Crypto Week Postmortem [Tuesday, July 16, 2025] The circus came to town Monday. Bitcoin breached $120,000 for the first time, with investor enthusiasm showing…thauerbyi (-1)in autho • 8 days agoThe CBDC Panic, the Yen’s Last Gasp, and Why I’m Mining DOGE on My Phone at 3 a.m.Memo: From the Desk of a Burned-Out Macro Analyst, 03:55 a.m. UTC, July 15 2025 1. The Fed’s Soft Pivot That Wasn’t Powell waddled up to the mic Monday, all dove feathers and hawk eyes.…thauerbyi (-1)in articlewriting • 9 days agoThe Tariff Tantrum: When Markets Shrug at Presidential ThreatsA fictional internal monologue of a portfolio manager watching the Friday selloff So there I was, staring at the S&P 500 bleeding red pixels across my Bloomberg terminal, when it hit me: we're…thauerbyi (-1)in article • 10 days agoBitcoin's $118K Fever Dream: A Memo to the SuitsBitcoin's $118K Fever Dream: A Memo to the Suits INTERNAL MEMO TO: Every fund manager, corporate treasurer, and pension committee still sitting on the sidelines FROM: The Market…thauerbyi (-1)in writing • 11 days agoThe Tariff Tantrum: A Financial Diary EntryThe Tariff Tantrum: A Financial Diary Entry July 12, 2025 Dear Diary, The markets are having what I can only describe as a deeply neurotic episode. Trump's tariff threats are ricocheting…thauerbyi (-1)in writing • 12 days agoThe Great Disconnect: When Markets Ignore Reality and Reality Bites BackThe Great Disconnect: When Markets Ignore Reality and Reality Bites Back A memo from the trading floor to anyone still pretending fundamentals matter Welcome to another week where the market's…thauerbyi (-1)in writing • 13 days agoThe Whipsaw Continuum: A Letter from the Trading FloorThe Whipsaw Continuum: A Letter from the Trading Floor An internal memo from someone who's seen enough cycles to know when the next shoe is about to drop TO: The Few Still Paying…thauerbyi (-1)in writing • 14 days agoThe Whipsaw Chronicles: When Markets Forget How to Make Up Their MindThe Whipsaw Chronicles: When Markets Forget How to Make Up Their Mind July 9, 2025 Dear Masochists, Welcome to another edition of financial bipolar disorder, where your portfolio swings…thauerbyi (-1)in blog • 15 days agoThe Week That Broke the Fed's Poker FaceThe Week That Broke the Fed's Poker Face A Memo from the Department of Monetary Theater TO: Subscribers who still believe central banking is about economics FROM: Your correspondent, watching…thauerbyi (-1)in blog • 16 days agoThe Fed's Paralysis Paradox: How Fear of Tariffs Turned the World's Most Powerful Central Bank into a Deer in HeadlightsThe Fed's Paralysis Paradox: How Fear of Tariffs Turned the World's Most Powerful Central Bank into a Deer in Headlights Jerome Powell finally said the quiet part out loud this week. The U.S.…thauerbyi (-1)in writing • 17 days agoThe Great Pause: A Market Memo from the Eye of the StormTO: The Brave (and Slightly Unhinged) Subscribers FROM: Your Friendly Neighborhood Market Watcher RE: Why Everyone's Pretending to Be Calm DATE: July 6, 2025 There's a particular…thauerbyi (-1)in oil • 18 days agoThe Oil Crash Chronicles: When Black Gold Bleeds DigitalThe Oil Crash Chronicles: When Black Gold Bleeds Digital A visceral take on the week that crude oil forgot how to crude Eleven percent. That's how much WTI crude oil bled out this week…thauerbyi (-1)in crypto • 19 days agoThe Great July Deception: Why "Altcoin Season" is a Whale's ParadiseHere we go again. The crypto press is breathless with excitement about July 2025 and the coming "altcoin season." TOTAL3 breakout signals point to an explosive July, they scream. Crypto whales are…thauerbyi (-1)in finance • 21 days agoThe Midyear Mirage: Why Your Portfolio Deserves Better Than HopiumWelcome to July, where everyone's pretending their H1 returns weren't complete garbage wrapped in a Bitcoin bow. Let me paint you a picture of the most schizophrenic six months I've witnessed…