PostsCommentsPayoutsthauerbyi (-4)(1)in #waivio • 8 hours agoOracle vs. Broadcom: The Sorting That Wall Street Saw ComingOracle vs. Broadcom: The Sorting That Wall Street Saw Coming Let's talk about what happened when two software titans reported results within hours of each other. On one side, a…thauerbyi (-4)(1)in #waivio • yesterdayA House Divided Against Itself: The Fed's December ReckoningA House Divided Against Itself: The Fed's December Reckoning Wednesday's Federal Reserve meeting will be remembered not for the rate cut it delivered, but for the institutional…thauerbyi (-4)(1)in #waivio • 2 days agoWhen Banks Finally Arrived: The Day PNC Made Bitcoin OrdinaryWhen Banks Finally Arrived: The Day PNC Made Bitcoin Ordinary On Tuesday morning, PNC Bank—the United States' eighth-largest bank, the kind of institution that has survived…thauerbyi (-4)(1)in #waivio • 3 days agoEverything Is Fine (A Manifesto in Confetti and Smoke)Everything Is Fine (A Manifesto in Confetti and Smoke) The market is pricing in a Fed cut so obvious that even a consensus-seeking central bank caught on, and we're supposed to…thauerbyi (-4)(1)in #waivio • 4 days agoOracle's Debt Bomb, Wall Street's Faith, and the Fee You Can Almost Hear TickingOracle's Debt Bomb, Wall Street's Faith, and the Fee You Can Almost Hear Ticking So let me get this straight. Oracle is sitting on $104 billion in debt. Capex is running $21…thauerbyi (-4)(1)in #waivio • 5 days agoThe Ethereum Paradox: How Excess Capacity Became Institutional CatnipThe Ethereum Paradox: How Excess Capacity Became Institutional Catnip We live in an era where a blockchain can suddenly increase its throughput by 800% and the market barely…thauerbyi (-4)(1)in #waivio • 6 days agoThe Fed Meets the Monster of Its Own MakingThe Fed Meets the Monster of Its Own Making The Federal Reserve is about to cut rates next Wednesday. Markets have priced it in at 89%. The only question left is whether Jerome…thauerbyi (-4)(1)in #waivio • 7 days agohen the Signals Stop Talking to Each OtherWhen the Signals Stop Talking to Each Other We've entered a peculiar moment in financial history. The kind where every data point you look at tells you something different…thauerbyi (-4)(1)in #waivio • 8 days agoThe Silence Before the Cut: Why the Fed's December Gamble Mirrors Every Major Policy MistakeThe Silence Before the Cut: Why the Fed's December Gamble Mirrors Every Major Policy Mistake The Federal Reserve entered its blackout period on November 29. For the next two…thauerbyi (-4)(1)in #waivio • 9 days agoWhen Burry Speaks, They Listen.When Burry Speaks, They Listen. December 3, 2025 Alright, so a guy who once bet his entire career on the collapse of mortgage-backed securities just told the world that…thauerbyi (-4)(1)in #waivio • 10 days agoThe Inflation Theater Nobody Wanted to WatchThe Inflation Theater Nobody Wanted to Watch We're living through a peculiar moment in monetary policy—one where central banks keep signaling different endings to the same…thauerbyi (-4)(1)in #waivio • 11 days agoMonday Was Supposed to Be BoringMonday Was Supposed to Be Boring It's 9:47 AM and I'm staring at a Manufacturing PMI number that I genuinely cannot process as real. December opened with the S&P 500 at…thauerbyi (-4)(1)in #waivio • 12 days agoThe Thanksgiving Pump That Broke Everyone's BrainThe Thanksgiving Pump That Broke Everyone's Brain It was Monday, November 24. The market had been gasping for air. November was brutal—we're down 2% on the Nasdaq alone, the…thauerbyi (-4)(1)in #waivio • 13 days agoWhat It Feels Like When Your P/E Ratio Betrays YouWhat It Feels Like When Your P/E Ratio Betrays You You know that moment right before you realize you've made a terrible mistake? That half-second of clarity where the thing you…thauerbyi (-4)(1)in #waivio • 14 days agoThe Thanksgiving Autopsy: What November's Bloodbath Actually MeansThe Thanksgiving Autopsy: What November's Bloodbath Actually Means November 28, 2025 Markets are structured around rhythm. There's the daily open and close, the monthly…thauerbyi (-4)(1)in #waivio • 15 days agoThe Deflation Trap: How Markets Learned to Stop Worrying and Love the Data DroughtThe Deflation Trap: How Markets Learned to Stop Worrying and Love the Data Drought There's a strange symmetry to watching central banks intentionally blind themselves. The…thauerbyi (-4)(1)in #waivio • 16 days agoThe Fed Chair Search Just Became a Currency Peg in Disguise (And Nobody's Talking About It)The Fed Chair Search Just Became a Currency Peg in Disguise (And Nobody's Talking About It) You're sitting in a coffee shop on Tuesday morning—doesn't matter which city…thauerbyi (-4)(1)in #waivio • 17 days agoMarket Whiplash & Other Recurring TragediesINTERNAL MEMO: RE: Market Whiplash & Other Recurring Tragedies TO: Everyone Who Paid Attention Last Week FROM: Your Friendly Neighborhood Oracle DATE: November 24…thauerbyi (-4)(1)in #waivio • 18 days agoA Memo on Central Bank Theater and the Illusion of ControlA Memo on Central Bank Theater and the Illusion of Control To: Myself From: Market Observer, November 24, 2025 Re: Why the Fed's about-face feels like watching a…thauerbyi (-4)(1)in #waivio • 19 days agoThe Divergence: Why Google Won This Week (And Why It Matters)The Divergence: Why Google Won This Week (And Why It Matters) Alphabet crossed $3.6 trillion in market cap on Friday. Not through a revolutionary product launch or earnings…
