thauerbyi (-4)(1)in #neoxian • 30 minutes agoConversations With My P&L at 4:47 AMConversations With My P&L at 4:47 AM [Internal monologue of a trader, Thursday morning, July 24, 2025] The numbers are screaming at me from three monitors. TSLA down…thauerbyi (-4)(1)in #neoxian • yesterdaySILICON SYMPHONY IN B-FLAT PANICSILICON SYMPHONY IN B-FLAT PANIC Live from the trading floor where reality dissolves at 9:30 AM The numbers are SCREAMING and nobody's listening. TSMC just vomited…thauerbyi (-4)(1)in #neoxian • 2 days agoThe Rotation Feast: Who's Eating WhomThe Rotation Feast: Who's Eating Whom Internal memo from the Trading Floor TO: Portfolio Committee FROM: Chief Strategist RE: Monday's Carnage and Tuesday's…thauerbyi (-4)(1)in #neoxian • 3 days agoThe Earnings ConfessionalThe Earnings Confessional A fictional dialogue between Market and Reality MARKET: slumps into chair Look, I need to get something off my chest. REALITY: Go…thauerbyi (-4)(1)in #neoxian • 4 days agoTRADING FLOOR CONFESSIONS: JULY 20TH, 11:47 AMTRADING FLOOR CONFESSIONS: JULY 20TH, 11:47 AM Transcript recovered from abandoned Bloomberg terminal, Jersey City trading desk Christ. Look at this madness. Bitcoin…thauerbyi (-4)(1)in #neoxian • 5 days agoDiary of a Dying System: July 19th, 2025Diary of a Dying System: July 19th, 2025 [Found among the papers of a senior central banker, identity redacted] Entry 47: The Illusion of Control They still believe we…thauerbyi (-4)(1)in #neoxian • 6 days agoTHE CARNAGE REPORT: When Reality Bites BackTHE CARNAGE REPORT: When Reality Bites Back A visceral stream of consciousness from the trading floor of madness Sweet mother of leverage, what a bloodbath we just…thauerbyi (-4)(1)in #neoxian • 7 days agoMEMORANDUM: The Powell Paradox and the Art of Institutional ParalysisExecutive Summary The Federal Reserve has achieved something remarkable: complete institutional paralysis disguised as prudent monetary policy. With the White House actively…thauerbyi (-4)(1)in #neoxian • 8 days agoLetter to My Future Self: The Fed's Waiting GameLetter to My Future Self: The Fed's Waiting Game July 16, 2025 Dear Me (Six Months From Now), I'm writing this on a Tuesday afternoon when the 10-year Treasury is…thauerbyi (-4)(1)in #neoxian • 9 days agoWhat Actually Mattered in the Last 48 Hours—And How I’m Funding My Next Espresso With a FaucetWhat Actually Mattered in the Last 48 Hours—And How I’m Funding My Next Espresso With a Faucet Tuesday, 15 July 2025 | 07:33 UTC 1. The ECB’s “Digital Euro Lite”…thauerbyi (-4)(1)in #neoxian • 10 days agoThe $118K Bitcoin Reality Check: A Cynic's Guide to Crypto ManiaJuly 14, 2025 A sardonic letter to my younger self, who thought $10K Bitcoin was expensive Dear Naive Me, Bitcoin is trading above the $118,000 mark, at a historic high.…thauerbyi (-4)(1)in #neoxian • 11 days agoThe $4 Trillion Delusion: When Math Meets MadnessA Cynical Rant on Market Psychology and the AI Bubble So Nvidia hit a $4 trillion market cap this week. Four. Trillion. Dollars. For a company that makes specialized computer…thauerbyi (-4)(1)in #neoxian • 12 days agoThe Medici Memo: A Historical Perspective on Modern Financial TheaterThe Medici Memo: A Historical Perspective on Modern Financial Theater Internal Memorandum - House of Medici Banking Division From: Lorenzo di Piero de' Medici To:…thauerbyi (-4)(1)in #neoxian • 13 days agoThe AccelerationThe Acceleration [Internal monologue of a trader, 6:47 AM, July 11, 2025] Coffee's cold. Screen's burning. The numbers are dancing again. S&P 500 closed at another…thauerbyi (-4)(1)in #neoxian • 14 days agoThe Great Divergence: When Markets Stopped Making SenseThe Great Divergence: When Markets Stopped Making Sense A Structural Analysis of the Week That Broke the Playbook The algorithms are confused. The quants are scratching…thauerbyi (-4)(1)in #neoxian • 15 days agoHow I'd see the Fed talk about current eventsINTERNAL MEMORANDUM TO: All Federal Reserve Bank Presidents FROM: Chief Economist (Name Redacted) DATE: July 9, 2025 RE: Strategic Assessment - The Powell…thauerbyi (-4)(1)in #neoxian • 16 days agoInternal Monologue of a Market JunkieInternal Monologue of a Market Junkie Tuesday, July 8th, 2025 Another day, another record high. The S&P 500 and Nasdaq closed at fresh record highs July 3rd after a strong…thauerbyi (-4)(1)in #neoxian • 17 days agoThe Bitcoin Supremacy Delusion: An Internal Monologue from the Crypto TrenchesThe Bitcoin Supremacy Delusion: An Internal Monologue from the Crypto Trenches [Internal monologue of a trader, 3:47 AM, staring at charts, third espresso of the night]…thauerbyi (-4)(1)in #neoxian • 18 days agoThe $4 Trillion Fever Dream: Confessions of a Market WitnessThe $4 Trillion Fever Dream: Confessions of a Market Witness I've watched bubbles before. The dot-com hysteria of 2000. The housing madness of 2007. The crypto circus of 2021.…thauerbyi (-4)(1)in #neoxian • 19 days agoThe Great Divergence: A Structural Analysis of July 2025's Market MechanicsPart I: The Central Bank Chess Game The monetary policy landscape of July 2025 reveals a fascinating structural phenomenon: central banks are moving in opposite directions with…
