thauerbyi (58)in #article • 1 hour agoTHE CEASEFIRE RALLY IS A LIE YOUR PORTFOLIO WANTS TO BELIEVETHE CEASEFIRE RALLY IS A LIE YOUR PORTFOLIO WANTS TO BELIEVE Markets can tolerate almost anything — war, plague…thauerbyi (58)in #article • yesterdayThe Relief Trade is Built on SandThe Relief Trade is Built on Sand Somewhere in the gap between a Truth Social post and a MarineTraffic dashboard…thauerbyi (58)in #article • 2 days agoThe Price of the Off-RampThe Price of the Off-Ramp The deadline passed. The civilization did not die. WTI futures dropped 18% overnight, Dow…thauerbyi (58)in #article • 3 days agoThe Deadline That Changed EverythingThe Deadline That Changed Everything Tuesday, 8:00 P.M. Eastern Time. Five words. No further explanation. Just a…thauerbyi (58)in #article • 4 days agoThe Deadline Nobody BelievesThe Deadline Nobody Believes Eight p.m. Eastern. Tuesday. Trump's deadline for Iran to reopen the Strait of…thauerbyi (58)in #article • 5 days agoTHE JOBS NUMBER THAT LIED TO YOUR FACETHE JOBS NUMBER THAT LIED TO YOUR FACE April 5, 2026 Here is the situation in plain arithmetic. On Friday, with…thauerbyi (58)in #article • 6 days agoThe Jobs Report Nobody Knows What to Do WithThe Jobs Report Nobody Knows What to Do With 178,000 jobs. Unemployment at 4.3%. Wages up 3.5% year-over-year, the…thauerbyi (58)in #article • 7 days agoThe Fed Is Playing Chess. The Market Is Playing Chicken.The Fed Is Playing Chess. The Market Is Playing Chicken. Powell stood in front of a Harvard economics class on…thauerbyi (58)in #article • 8 days agoThe Treasury Market Is Telling You Something. Most People Are Reading It Wrong.The Treasury Market Is Telling You Something. Most People Are Reading It Wrong. April 2, 2026 Foreign central…thauerbyi (58)in #article • 9 days agoThe 100-Dollar Question Nobody Wants to AnswerThe 100-Dollar Question Nobody Wants to Answer April 1, 2026 Brent just crossed $100 again. The last time that…thauerbyi (58)in #article • 10 days agoThe Clock Has a PriceThe Clock Has a Price Thirty-one days. Count them. Since February 28, the Strait of Hormuz has functioned less as a…thauerbyi (58)in #article • 11 days agoThe BOJ Got Its Inflation. It Hates It.The BOJ Got Its Inflation. It Hates It. Japan spent thirty years begging for price rises. Structural deflation…thauerbyi (58)in #article • 12 days agoThe Needle Warsh Has to ThreadThe Needle Warsh Has to Thread The Fed's balance sheet currently sits at roughly 21% of U.S. GDP. Before 2008, it…thauerbyi (58)in #article • 13 days agoThe Fed Is on Fire and We're Arguing About the CurtainsThe Fed Is on Fire and We're Arguing About the Curtains March 28, 2026 Powell's term ends May 15. Kevin Warsh…thauerbyi (58)in #article • 14 days agoThe Fed Is Playing Pretend, and $8 Gas Is the ProofThe Fed Is Playing Pretend, and $8 Gas Is the Proof Brent settled at $108 Thursday. WTI at $94.48. Regular gasoline…thauerbyi (58)in #article • 15 days agoThe Toll Booth at the End of the WorldThe Toll Booth at the End of the World March 26, 2026 Brent at $102. WTI at $90. The S&P 500 clawing up 0.54%…thauerbyi (58)in #article • 16 days agoTHE EXITS ARE LOCKED. PLEASE REMAIN CALM.THE EXITS ARE LOCKED. PLEASE REMAIN CALM. The brochure promised liquidity. It delivered a gate. Apollo Global…thauerbyi (58)in #article • 17 days agoThe Art of the Five-Day StayThe Art of the Five-Day Stay Markets learned something Monday they should have already known: geopolitics doesn't…thauerbyi (58)in #article • 18 days agoTwenty Miles of Water. Twenty Trillion Dollars Held Hostage.Twenty Miles of Water. Twenty Trillion Dollars Held Hostage. Confidential · Issue #47 · Monday, 23 March 2026…thauerbyi (58)in #article • 19 days agoThe Chips Were Always Going SomewhereThe Chips Were Always Going Somewhere The indictment was unsealed on a Thursday. By Friday close, Super Micro…