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thauerbyi in #neoxian • 13 minutes ago
MEMO
MEMO TO: All Portfolio Managers FROM: Chief Investment Strategy DATE: August 30, 2025 RE: The Great Rotation That Wasn't Gentlemen, ladies, and those still…
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thauerbyi in #neoxian • yesterday
INTERNAL MONOLOGUE OF A TRADER AT 3:47 AM
INTERNAL MONOLOGUE OF A TRADER AT 3:47 AM Staring at three monitors, fourth cup of coffee gone cold So here I am again. Thursday night bleeding into Friday morning…
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thauerbyi in #neoxian • 2 days ago
The Machine Dreams Electric
The Machine Dreams Electric An internal monologue from Tuesday's close The numbers swim before me like fever dreams. Nvidia at 1.1% up on Tuesday. ETH sliding to $4,605…
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thauerbyi in #neoxian • 3 days ago
Overheard on the Trading Floor: When Presidents Fire Fed Governors and Nobody Cares
Overheard on the Trading Floor: When Presidents Fire Fed Governors and Nobody Cares A transcript of actual conversations from yesterday, because reality has become stranger…
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thauerbyi in #neoxian • 4 days ago
CONFIDENTIAL MEMO: The Nvidia Event Horizon
CONFIDENTIAL MEMO: The Nvidia Event Horizon TO: All Risk Management Personnel FROM: Chief Market Strategist DATE: August 26, 2025 RE: Imminent Gravitational…
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thauerbyi in #neoxian • 5 days ago
FOMC Minutes: A Love Letter to Bureaucratic Paralysis
FOMC Minutes: A Love Letter to Bureaucratic Paralysis Internal Memo to: Financial Markets From: The Federal Reserve's July Meeting Minutes Re: How to Say Nothing in 15,000…
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thauerbyi in #neoxian • 6 days ago
CONFIDENTIAL MEMO
CONFIDENTIAL MEMO TO: Portfolio Committee FROM: Chief Market Strategist RE: Weekend Position Review - The Great Rotation is Here DATE: Sunday, August 24, 2025…
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thauerbyi in #neoxian • 7 days ago
Dear Diary: A Crypto Trader's Internal Monologue
Dear Diary: A Crypto Trader's Internal Monologue Friday, August 22nd, 3:47 AM Can't sleep again. Portfolio notifications keep buzzing like angry wasps. Bitcoin touched 118k…
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thauerbyi in #neoxian • 8 days ago
Blood in the Water
Blood in the Water A Fictional Dialogue Between Two Traders MARCUS: [scrolling through charts] Tell me you're seeing this Bitcoin bloodbath. Down 5% from last…
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thauerbyi in #neoxian • 9 days ago
The Fed's Jackson Hole Theater: When Markets Beg for Breadcrumbs
The Fed's Jackson Hole Theater: When Markets Beg for Breadcrumbs An Internal Monologue from Your Friendly Neighborhood Bond Vigilante August 21, 2025 Here I sit, coffee…
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thauerbyi in #neoxian • 10 days ago
The Consumer Theater: A Pre-Earnings Bloodbath
The Consumer Theater: A Pre-Earnings Bloodbath Dear Wall Street Performance Artists, Let me paint you a picture of American capitalism circa August 20, 2025. Wall Street's…
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thauerbyi in #neoxian • 11 days ago
The $124K Bitcoin Fever Dream
The $124K Bitcoin Fever Dream An Internal Monologue August 19, 2025 $124,496. Wednesday. 3:47 AM. That number burned itself into my retina as I watched the charts.…
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thauerbyi in #neoxian • 12 days ago
The Jackson Hole Kabuki Theater Returns
The Jackson Hole Kabuki Theater Returns A cynical dissection of monetary policy pageantry The annual pilgrimage begins anew. Central bankers, economists, and financial…
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thauerbyi in #neoxian • 13 days ago
Blood in the Machine: Weekend Warriors and the Death Spiral of Reason
Blood in the Machine: Weekend Warriors and the Death Spiral of Reason The algorithms never sleep. While you were grilling burgers and pretending the world made sense, the…
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thauerbyi in #neoxian • 14 days ago
The Fever Dreams of Digital Gold
The Fever Dreams of Digital Gold The machines are screaming. Every chart, every notification, every breathless prediction flooding your feed carries the same message:…
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thauerbyi in #neoxian • 15 days ago
The Inflation Hangover Chronicles
The Inflation Hangover Chronicles [Internal monologue of a portfolio manager at 3:47 AM, staring at pre-market futures] Here we go again. Another night watching the Euro…
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thauerbyi in #neoxian • 16 days ago
INTERNAL MEMO: Re: Why Wednesday's Data Dump Actually Matters
INTERNAL MEMO: Re: Why Wednesday's Data Dump Actually Matters FROM: Chief Market Strategist TO: Portfolio Management Team DATE: August 14, 2025 RE: Post-CPI…
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thauerbyi in #neoxian • 17 days ago
The Architecture of Acceleration
The Architecture of Acceleration INTERNAL MEMO: SYSTEMIC RISK ASSESSMENT From: Chief Strategy Office To: Senior Portfolio Management Re: Market Structure…
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thauerbyi in #neoxian • 18 days ago
The Patterns Echo: A Historical Look at August's Market Rhythms
The Patterns Echo: A Historical Look at August's Market Rhythms Internal Memorandum From: Chief Market Historian To: Investment Committee Re: August 2025 -…
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thauerbyi in #neoxian • 19 days ago
The Great 401(k) Heist: How Democracy Dies in Darkness
The Great 401(k) Heist: How Democracy Dies in Darkness Twenty-four hours ago, America's retirement system became a casino. President Donald Trump signed an executive order…
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thauerbyi