thauerbyi - Splintertalk

thauerbyi

1 day ago

A Dispatch From the Edge of the Yield Curve A Dispatch From the Edge of the Yield Curve TO: Portfolio Managers, Risk Officers, Concerned Subscribers FROM: The Markets Correspondent DATE: Friday, 6:47 PM EST…

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212.192 SPT

2 days ago

The Great Contradiction Festival: Markets Are Screaming Two Truths at Once The Great Contradiction Festival: Markets Are Screaming Two Truths at Once We hit a threshold this week that feels worth naming. Not because it's pretty, but because it's…

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214.260 SPT

3 days ago

BitGo and the Illusion of Crypto Legitimacy BitGo and the Illusion of Crypto Legitimacy BitGo priced at $18, opened at $22.43, and by close had settled into the $20 range. The headline was clean: 2026's first crypto IPO.…

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36.164 SPT

4 days ago

The Netflix Earnings Report Nobody Wanted to See The Netflix Earnings Report Nobody Wanted to See The stock dropped 6.8% after hours on Tuesday like someone found out their dream job just got eliminated. Which, in a way, is…

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216.332 SPT

5 days ago

When Empires Rewrite the Rules: Reading the Davos Signal in Real Time When Empires Rewrite the Rules: Reading the Davos Signal in Real Time History doesn't repeat, but markets price as if it does. And sometimes they get it wrong until they get it…

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215.794 SPT

6 days ago

The Dual Crisis: When Monetary Independence Collides With Trade Chaos The Dual Crisis: When Monetary Independence Collides With Trade Chaos The past 48 hours have crystallized something that will define 2026: the American institutional system is…

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38.847 SPT

7 days ago

When Empires Squeeze When Empires Squeeze The thing about reading history is that you start to notice the patterns arrive before the violence does. The rhetoric hardens. The threats become…

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216.182 SPT

8 days ago

The Shutdown Gamble: Why Congress is Pricing Chaos at 30 Cents The Shutdown Gamble: Why Congress is Pricing Chaos at 30 Cents Markets don't fear government closures anymore. They price them. Last January 30th is a Saturday. That…

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225.541 SPT

9 days ago

The $15 Billion Lie About Who Pays for AI The $15 Billion Lie About Who Pays for AI Friday morning, Trump stood in front of cameras and did the most perfectly American thing imaginable: he told you he was protecting…

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228.939 SPT

10 days ago

The Schizophrenic Dollar: When Bombs Don't Matter and Chips Do The Schizophrenic Dollar: When Bombs Don't Matter and Chips Do Thursday bounced. That's all that matters if you're long equities. The Nasdaq climbed 0.84%, the S&P 500 gained…

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0.000 SPT