thauerbyi - Neoxian City

thauerbyi

about 13 hours ago

IBM Just Told You the Emperor's Software Has No Clothes IBM Just Told You the Emperor's Software Has No Clothes Nobody wants to talk about IBM this week because it's inconvenient. Twenty-five percent gone in a session isn't a stock…

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0.003 NEOXAG

1 day ago

Buffett Says the Quiet Part Out Loud, and the Market Keeps Dancing Anyway Buffett Says the Quiet Part Out Loud, and the Market Keeps Dancing Anyway Every speculative peak has its designated Cassandra, and this cycle's is an eighty-something oracle…

6

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0.003 NEOXAG

2 days ago

Messaging Coherence Following Chair's House Testimony MEMORANDUM — FOR INTERNAL CIRCULATION ONLY RE: Messaging Coherence Following Chair's House Testimony, July 14 FROM: Office of Communications Strategy TO: Committee…

7

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0.000 NEOXAG

3 days ago

Kevin Warsh Walks Into Congress With a Live Grenade and Everyone's Pretending It's a Press Release Kevin Warsh Walks Into Congress With a Live Grenade and Everyone's Pretending It's a Press Release Tomorrow a man who has given fewer press conferences than his last three…

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0.000 NEOXAG

5 days ago

Remarks Prepared for No One in Particular Remarks Prepared for No One in Particular (delivered, in the writer's head, to an empty conference room somewhere between Sintra and Seongnam) Thank you. I'll skip the…

9

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0.000 NEOXAG

5 days ago

On the Matter of Whose Balance Sheet This Actually Is Memo: On the Matter of Whose Balance Sheet This Actually Is TO: Capital Allocation Committee RE: Q3 planning assumptions, AI infrastructure line item CLASSIFICATION:…

6

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0.003 NEOXAG

6 days ago

On the Fed's New Policy of Strategic Ambiguity Internal Memo: On the Fed's New Policy of Strategic Ambiguity RE: Why "no forward guidance" is just guidance you have to pay a subscription fee to hear To whoever still…

5

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0.000 NEOXAG

7 days ago

Why we keep buying dips that shouldn't exist MEMO TO: Risk Committee FROM: Trading Desk RE: Why we keep buying dips that shouldn't exist CLASSIFICATION: Read twice, forward never Someone needs to explain to me…

7

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0.003 NEOXAG

8 days ago

Gold fell 1.65% on a day the United States bombed Iran for the second consecutive night Gold fell 1.65% on a day the United States bombed Iran for the second consecutive night. Sit with that for a second, because it's the whole story. The traditional…

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0.000 NEOXAG

9 days ago

Trading desk, macro book MEMO TO: Trading desk, macro book FROM: [redacted] RE: Today's 2pm liquidity event, and why silence is not a strategy, it's a hedge against being wrong out loud…

8

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0.003 NEOXAG