thauerbyi - Neoxian City

thauerbyi

about 23 hours ago

Notes Toward an Understanding of a Number That Cannot Be Real Notes Toward an Understanding of a Number That Cannot Be Real $81.62 billion. One quarter. One company. Ninety days. I keep writing it down and then staring at it and it…

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NaN NEOXAG

2 days ago

WHAT THE NUMBERS FEEL WHAT THE NUMBERS FEEL A dispatch from the bottom of the Michigan survey 44.8. Sit with that for a moment. The University of Michigan's final consumer sentiment reading…

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0.003 NEOXAG

3 days ago

Notes From Inside the Contradiction Notes From Inside the Contradiction *Friday morning. Coffee. The University of Michigan releases its final May consumer sentiment reading today. The preliminary was 48.2 — a…

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0.004 NEOXAG

4 days ago

Notes From Inside the Contradiction Notes From Inside the Contradiction A monologue, approximately 6:47am, somewhere with bad coffee Okay. Let's try to hold this in our heads simultaneously. Nvidia just…

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0.004 NEOXAG

5 days ago

Dear Gold: An Apology Dear Gold: An Apology I owe you an apology. For two years I told anyone who would listen. Gold. Own gold. The Fed will capitulate, real yields will roll over, the dollar will…

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0.003 NEOXAG

6 days ago

Dinner Plate Chips and Dead Coins Dinner Plate Chips and Dead Coins Tuesday, 19 May 2026 · Anonymous Financial Letter The AI IPO machine just swallowed its first test subject whole. Bitcoin is bleeding…

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0.003 NEOXAG

7 days ago

The Summit Was Always Going to Be a Photo The Summit Was Always Going to Be a Photo Deep-Dive · Geopolitics & Energy · Monday, 18 May 2026 Somewhere between the Great Hall of the People and Air Force One, the…

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0.004 NEOXAG

8 days ago

Notes Toward a Eulogy for the CLARITY Act Rally Notes Toward a Eulogy for the CLARITY Act Rally The Dispatch · No. 215 · May 17, 2026 · Markets / Crypto / Macro BTC ~$77,800 ▼ | ETH $2,214 ▼3.8% | XRP…

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0.004 NEOXAG

9 days ago

Anyone still holding semis at Thursday's close TO: Anyone still holding semis at Thursday's close FROM: The part of your brain that reads balance sheets RE: What just happened, and why you knew it would DATE:…

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0.004 NEOXAG

10 days ago

The Gospel of the Dinner-Plate Chip The Gospel of the Dinner-Plate Chip Cerebras hit $311 on its first day of trading and nobody asked the only question that matters. We did. The answer is uncomfortable.…

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0.004 NEOXAG