PostsCommentsthauerbyi in #hive-engine • 9 hours agoThe InheritanceThe Inheritance There is a photograph from May 22nd, the day Kevin Warsh was sworn in as the 17th chair of the Federal Reserve, his hand raised before Justice Clarence Thomas…thauerbyi in #hive-engine • yesterdayThe Return of the Central BankerThe Return of the Central Banker There is a specific kind of madness that grips markets when central banks, simultaneously, start moving in the same direction after years of…thauerbyi in #hive-engine • 3 days agoThe Market Has Decided. You Were Not Consulted.The Market Has Decided. You Were Not Consulted. Tonight, somewhere in a conference room that costs more per square foot than your apartment, Goldman Sachs and a syndicate of…thauerbyi in #hive-engine • 3 days agoSeven Days Inside Kevin Warsh's SkullSeven Days Inside Kevin Warsh's Skull A dispatch from someone who has been staring at the Fed funds futures strip for too long. Okay. Walk me through this again, slowly.…thauerbyi in #hive-engine • 4 days agoEverything Is Fine and Nothing Is RealEverything Is Fine and Nothing Is Real Friday the jobs number dropped and the market had a small nervous breakdown. 172,000 nonfarm payrolls against an 80,000 consensus. The…thauerbyi in #hive-engine • 5 days agoNotes From the Waiting RoomNotes From the Waiting Room Sunday night. Kevin Warsh is about twenty-four hours away from the most watched Federal Reserve meeting in years — his first as Chair, the one the…thauerbyi in #hive-engine • 6 days agoCentral Banks of the Developed WorldMEMORANDUM TO: Central Banks of the Developed World FROM: The Data RE: You Have a Problem DATE: June 7, 2026 CLASSIFICATION: You Already Know Let's get…thauerbyi in #hive-engine • 7 days agoWhile You Were Watching Chips Burn, the Bond Market Built a Time BombWhile You Were Watching Chips Burn, the Bond Market Built a Time Bomb Everyone is staring at the semiconductor rubble. Broadcom down 12%, Micron off 7%, a trillion dollars of…thauerbyi in #hive-engine • 8 days agoMemo to Kevin Warsh, Re: The Job You Actually GotMemo to Kevin Warsh, Re: The Job You Actually Got INTERNAL. NOT FOR DISTRIBUTION. SHRED AFTER READING. Markets · June 5, 2026 TO: K. Warsh, Chair, Federal Reserve…thauerbyi in #hive-engine • 9 days agoMEMORANDUMMEMORANDUM TO: The Bull Case FROM: The Data DATE: June 5, 2026 RE: We need to talk I've been patient. You've had your run — nine consecutive winning sessions…thauerbyi in #hive-engine • 10 days agoThe Buyback Is Dead. Long Live the Dilution.The Buyback Is Dead. Long Live the Dilution. A stream of consciousness from somewhere on the buy side, Tuesday afternoon, June 2. Okay. So Alphabet just announced it's…thauerbyi in #hive-engine • 11 days agoThe Market Is Choosing Its ReligionThe Market Is Choosing Its Religion Somewhere between a war in the Middle East and a Jensen Huang product reveal, equity markets made a philosophical choice this week. They…thauerbyi in #hive-engine • 12 days agoOn the Occasion of Kevin Warsh Inheriting Someone Else's InflationMEMO: On the Occasion of Kevin Warsh Inheriting Someone Else's Inflation TO: The Market FROM: History RE: What you're about to find out DATE: June 1, 2026…thauerbyi in #hive-engine • 13 days agoThe EconomyMEMORANDUM TO: Kevin · FROM: The Economy · RE: Your First Week Washington D.C. / New York · Sunday, 1 June 2026 FFR: 3.50–3.75% · Core PCE (Apr): 3.3% YoY · Headline…thauerbyi in #hive-engine • 15 days agoINTERNAL MEMO — EYES ONLYINTERNAL MEMO — EYES ONLY Re: The Long Bond Is Trying to Tell You Something. Are You Listening? To: Anyone still long duration From: The Yield Curve Date: May 30…thauerbyi in #hive-engine • 15 days agoThe Theology of Zero YieldThe Theology of Zero Yield There is a story bitcoin believers tell about themselves, and it goes something like this: in a world of endless money-printing, debased currencies…thauerbyi in #hive-engine • 16 days agoStream of Consciousness from the Desk of a Bitcoin True Believer, May 28, 2026Stream of Consciousness from the Desk of a Bitcoin True Believer, May 28, 2026 This is not investment advice. This is a state of mind. Okay. Okay. Deep breath. $1.29…thauerbyi in #hive-engine • 17 days agoNobody Panic (Everyone Is Panicking)Nobody Panic (Everyone Is Panicking) Wednesday, 27 May 2026 Brent crude: ~$103 | Gold: $4,490 | BTC: ~$77k | 10-yr Treasury: 4.46% | US debt-to-GDP…thauerbyi in #hive-engine • 18 days agoThe Trap Was Always the Bond MarketThe Trap Was Always the Bond Market Iran talk drove Brent below $97 this morning. Futures are green. The dollar is soft. European peripheral spreads are narrowing. Every risk…thauerbyi in #hive-engine • 19 days agoCongratulations, You Got What You WantedCongratulations, You Got What You Wanted Markets & Macro — Issue No. 48 — Monday, May 25, 2026 Bitcoin is at $75,860. The CLARITY Act just passed committee. BlackRock's…
