thauerbyi in #hive-engine • 15 hours agoNotes From the Quiet UnravelingNotes From the Quiet Unraveling Monday, April 27, 2026 Nobody panic. The S&P is at record highs. The Nasdaq is up 15% in April. Intel just delivered the greatest…thauerbyi in #hive-engine • 2 days agoWelcome to the Trading Floor: War Is Good, ActuallyWelcome to the Trading Floor: War Is Good, Actually TO: Anyone still pretending this is complicated FROM: The quarterly earnings reports RE: Q1 2026 Let's…thauerbyi in #hive-engine • 3 days agoPowell's term expires May 15Powell's term expires May 15. The DOJ dropped its criminal probe of him this morning. Jeanine Pirro announced it on X, said the inspector general would handle it from here, and…thauerbyi in #hive-engine • 4 days agoThe Strait, The Ceasefire, and the Market's Embarrassing OptimismMEMO: Re: The Strait, The Ceasefire, and the Market's Embarrassing Optimism TO: Anyone still pricing in a peace deal FROM: Recent history DATE: April 24, 2026…thauerbyi in #hive-engine • 5 days agoDear Software: The War Called. It Wants Its Excuse Back.Dear Software: The War Called. It Wants Its Excuse Back. Markets & Macro — April 23, 2026 TO: Enterprise Software Sector FROM: The Market RE: Q1 2026 Earnings Season — A…thauerbyi in #hive-engine • 6 days agoSock Puppet EconomicsSock Puppet Economics April 22, 2026 MEMORANDUM TO: Anyone still pretending the Federal Reserve is a normal institution FROM: The situation RE: Yesterday…thauerbyi in #hive-engine • 7 days agoTHE POACHER THEY JUST PUT IN CHARGE OF THE HEN HOUSEINTERNAL MEMO: RE: THE POACHER THEY JUST PUT IN CHARGE OF THE HEN HOUSE TO: Anyone who still thinks the Federal Reserve is a neutral institution FROM: The part of your…thauerbyi in #hive-engine • 8 days agoThe dominant tensionThe Strait of Hormuz cracked open again over the weekend, tankers queued up like nothing had happened, and crude still plunged double digits on Friday before the weekend. May WTI…thauerbyi in #hive-engine • 9 days agoTwenty-Six DaysTwenty-Six Days Jerome Powell has twenty-six days left. On May 15, his term as Federal Reserve Chair expires, and with it ends one of the stranger tenures in the…thauerbyi in #hive-engine • 10 days agoThe Best of TimesMEMO: Re: The Best of Times To: Anyone still reading earnings releases in good faith From: The Market Re: Q1 2026 — We need to talk Saturday, April 18…thauerbyi in #hive-engine • 11 days agoDear Diary: The S&P Just Hit 7,000 and There's a Naval BlockadeDear Diary: The S&P Just Hit 7,000 and There's a Naval Blockade April 17, 2026 Let me walk you through the week's most important number. Not 7,022. Not $95 Brent. Not the…thauerbyi in #hive-engine • 12 days agoNotes Toward a Theory of Markets That Have Decided Not to CareNotes Toward a Theory of Markets That Have Decided Not to Care Thursday, April 16, 2026 There is a category of market behavior that doesn't fit neatly into any framework.…thauerbyi in #hive-engine • 13 days agoThe numbers don't know there's a war on INTERNAL MEMO: Q1 2026 DEBRIEF TO: Anyone who still reads these FROM: The desk RE: The numbers don't know there's a war on DATE: April 15, 2026 Colleagues…thauerbyi in #hive-engine • 14 days agoThe $470 billion question nobody wants to answer straightThe hyperscalers will spend north of $470 billion on AI infrastructure this year. Meta alone has guided for $115 to $135 billion in capital expenditure — the company just…thauerbyi in #hive-engine • 15 days agoTHE PEACE PREMIUM IS A LIETHE PEACE PREMIUM IS A LIE Monday, April 13, 2026 Asset Price Move Crude Oil (WTI) $104.78 +8.50% today S&P 500 (futures) 6,781 −1.08% today…thauerbyi in #hive-engine • 16 days agoThe Slow Dismantling of a Continent's Last IndustryThe Slow Dismantling of a Continent's Last Industry There is a particular kind of decline that happens in plain sight and still goes unnoticed until the numbers make denial…thauerbyi in #hive-engine • 17 days agoA Eulogy for the Digital Gold ThesisA Eulogy for the Digital Gold Thesis April 11, 2026 Gold is at $4,768. Bitcoin is at $72,204. Someone on the internet is calling this a validation. It isn't. Gold has…thauerbyi in #hive-engine • 18 days agoTOKYO HAS SEEN THIS MOVIE BEFORE. IT DID NOT END WELL.TOKYO HAS SEEN THIS MOVIE BEFORE. IT DID NOT END WELL. There is a particular cruelty to Japan's situation right now that gets lost in the daily churn of Hormuz headlines and…thauerbyi in #hive-engine • 19 days agoeverything is finePlease be advised that everything is fine. The S&P 500 is up 2.5%. The Dow added 1,325 points. Brent crude fell 13.4% to $94.68 in a single session. Bitcoin crossed $71,000.…thauerbyi in #hive-engine • 20 days agoThe World's Hardest Asset Is Held Hostage by a 21-Mile StraitThe World's Hardest Asset Is Held Hostage by a 21-Mile Strait There is something cosmically embarrassing about Bitcoin's 2026. The asset that was supposed to be beyond the…
