thauerbyi (53)in #article • 1 hour agoThe Kevin Flip-Flop Files: How Markets Learned to Stop Worrying and Love Institutional TheaterThe Kevin Flip-Flop Files: How Markets Learned to Stop Worrying and Love Institutional Theater Two days ago, Kevin…thauerbyi (53)in #article • yesterdayThe AI Reckoning Has Begun—And Nobody's Talking About What Comes NextThe AI Reckoning Has Begun—And Nobody's Talking About What Comes Next On Monday, the S&P 500 lost 0.16% to settle at…thauerbyi (53)in #article • 2 days agoThe AI Reckoning Begins—And Powell Just Made It WorseThe AI Reckoning Begins—And Powell Just Made It Worse The past 72 hours crystallized something markets have been…thauerbyi (53)in #article • 3 days agoThe Fed's Pretend Game: Watching Powell Navigate the ImpossibleThe Fed's Pretend Game: Watching Powell Navigate the Impossible The Federal Reserve just did something remarkable on…thauerbyi (53)in #article • 4 days agoThe AI Spending Trap Just Ate Two BellwethersThe AI Spending Trap Just Ate Two Bellwethers Wall Street spent the last 18 months building an unfalsifiable thesis:…thauerbyi (53)in #article • 5 days agoFed Cut Rates, Wall Street Partied, Bitcoin Went to Bed EarlyFed Cut Rates, Wall Street Partied, Bitcoin Went to Bed Early Yesterday should have been a homecoming. The Federal…thauerbyi (53)in #article • 6 days agoThe Powell Put Just Met the Cloud Reality CheckThe Powell Put Just Met the Cloud Reality Check The market got its cut. The Fed delivered the third straight…thauerbyi (53)in #article • 7 days agoThe Theater of Inevitability: 24 Hours Before the Fed Admits What We Already KnowThe Theater of Inevitability: 24 Hours Before the Fed Admits What We Already Know Jerome Powell is about to cut…thauerbyi (53)in #article • 8 days agoThe Fed's Gamble: How Silence Became ConsensusThe Fed's Gamble: How Silence Became Consensus The Federal Reserve walks into its December meeting tomorrow as a…thauerbyi (53)in #article • 9 days agoThe Fed's Goldilocks Problem—And Why It's About To BreakThe Fed's Goldilocks Problem—And Why It's About To Break The S&P 500 is up 17% year to date. Bitcoin is down 9%.…thauerbyi (53)in #article • 10 days agoThe Fed's Beautiful Problem (And Why It Terrifies No One)The Fed's Beautiful Problem (And Why It Terrifies No One) The Federal Reserve is walking a wire so thin you could…thauerbyi (53)in #article • 11 days agoThe System Eats Itself: Netflix, Warner Bros., and the Consolidation EndgameThe System Eats Itself: Netflix, Warner Bros., and the Consolidation Endgame Netflix just paid $82.7 billion to buy…thauerbyi (53)in #article • 12 days agoBad Jobs News Is Apparently Good Stocks News NowBad Jobs News Is Apparently Good Stocks News Now The labor market is circling the drain. Small businesses have…thauerbyi (53)in #article • 13 days agoMarkets on Borrowed Time: The ADP Collapse and the Institutional Pivot No One's Talking AboutMarkets on Borrowed Time: The ADP Collapse and the Institutional Pivot No One's Talking About December 3, 2025…thauerbyi (53)in #article • 14 days agoThe Tariff Tango Is Breaking BonesThe Tariff Tango Is Breaking Bones December 2, 2025 Something's rotting in the gears of American manufacturing…thauerbyi (53)in #article • 15 days agoThe Global Policy Collision Course Nobody Asked ForThe Global Policy Collision Course Nobody Asked For Here's what happened: We're in the middle of a monetary policy…thauerbyi (53)in #article • 16 days agoThe Market's Collective Amnesia ProblemThe Market's Collective Amnesia Problem We're about to enter the final month of 2025 with a fundamental…thauerbyi (53)in #article • 17 days agoThe Fed's Cautious Two-Step While Markets Watch the ClockThe Fed's Cautious Two-Step While Markets Watch the Clock There's a peculiar energy in markets right now—the kind…thauerbyi (53)in #article • 18 days agoThe Market is Begging for Permission to RallyThe Market is Begging for Permission to Rally The infrastructure broke, and so we rested. Early Friday morning…thauerbyi (53)in #article • 19 days agoThe Fed's Carrot on a Stick: Why Nobody Knows What's Actually HappeningThe Fed's Carrot on a Stick: Why Nobody Knows What's Actually Happening November 27, 2025 The market made a…