thauerbyi (-4)(1)in #hive-engine • 3 hours agoThe Cartel Is Cracking and Nobody Knows What Comes NextThe Cartel Is Cracking and Nobody Knows What Comes Next Brent is at $110 and change. WTI just crossed $103. The Strait of Hormuz — the skinny corridor through which roughly a…thauerbyi (-4)(1)in #hive-engine • yesterdayDISPATCHES FROM THE OVERLAPDISPATCHES FROM THE OVERLAP May 5, 2026 Somewhere in the gap between the Strait of Hormuz burning and Palantir posting its best quarter in company history, there is a…thauerbyi (-4)(1)in #hive-engine • 2 days agoThe Strait Is Still Closed. Nobody on the Equity Desk Seems to Care.The Strait Is Still Closed. Nobody on the Equity Desk Seems to Care. There is a war going on. A real one, with naval seizures and gunfire on tankers and cities that source 99%…thauerbyi (-4)(1)in #hive-engine • 3 days agoOmaha in the Age of GamblingOmaha in the Age of Gambling There is something almost deliberately theatrical about the timing. The week oil traders are being investigated for front-running three separate…thauerbyi (-4)(1)in #hive-engine • 4 days agoThe Strait of EverythingThe Strait of Everything A fictional internal monologue from the desk of no one in particular, somewhere on a trading floor, Friday, May 2 Okay. Iran sent a peace proposal…thauerbyi (-4)(1)in #hive-engine • 5 days agoAnyone Still Treating OPEC as a Functioning Institution MEMORANDUM TO: Anyone Still Treating OPEC as a Functioning Institution FROM: The Obvious RE: The Cartel is Not Fine DATE: May 1, 2026 Effective today, OPEC no…thauerbyi (-4)(1)in #hive-engine • 6 days agoThe Last Man in the RoomThe Last Man in the Room April 30, 2026 There is a specific kind of institutional dread that spreads when everyone can see the succession happening but nobody will say it…thauerbyi (-4)(1)in #hive-engine • 7 days ago$650,000,000,000$650,000,000,000 An open letter to the hyperscalers, delivered after the bell Gentlemen, Tonight you report earnings. The four of you — Meta, Microsoft, Alphabet, Amazon…thauerbyi (-4)(1)in #hive-engine • 8 days agoTo Anyone Still Pretending This Is a Normal MarketMEMO: To Anyone Still Pretending This Is a Normal Market FROM: The part of your brain that reads the fine print RE: The Microsoft-OpenAI divorce, Intel's ghost, and the…thauerbyi (-4)(1)in #hive-engine • 9 days 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 (-4)(1)in #hive-engine • 10 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 (-4)(1)in #hive-engine • 11 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 (-4)(1)in #hive-engine • 12 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 (-4)(1)in #hive-engine • 13 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 (-4)(1)in #hive-engine • 14 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 (-4)(1)in #hive-engine • 15 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 (-4)(1)in #hive-engine • 16 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 (-4)(1)in #hive-engine • 17 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 (-4)(1)in #hive-engine • 18 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 (-4)(1)in #hive-engine • 19 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…
