thauerbyi - Splintertalk

thauerbyi

about 9 hours ago

hen the Signals Stop Talking to Each Other When the Signals Stop Talking to Each Other We've entered a peculiar moment in financial history. The kind where every data point you look at tells you something different…

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189.702 SPT

1 day ago

The Silence Before the Cut: Why the Fed's December Gamble Mirrors Every Major Policy Mistake The Silence Before the Cut: Why the Fed's December Gamble Mirrors Every Major Policy Mistake The Federal Reserve entered its blackout period on November 29. For the next two…

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192.751 SPT

3 days ago

When Burry Speaks, They Listen. When Burry Speaks, They Listen. December 3, 2025 Alright, so a guy who once bet his entire career on the collapse of mortgage-backed securities just told the world that…

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325.628 SPT

3 days ago

The Inflation Theater Nobody Wanted to Watch The Inflation Theater Nobody Wanted to Watch We're living through a peculiar moment in monetary policy—one where central banks keep signaling different endings to the same…

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187.863 SPT

4 days ago

Monday Was Supposed to Be Boring Monday Was Supposed to Be Boring It's 9:47 AM and I'm staring at a Manufacturing PMI number that I genuinely cannot process as real. December opened with the S&P 500 at…

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512.992 SPT

5 days ago

The Thanksgiving Pump That Broke Everyone's Brain The Thanksgiving Pump That Broke Everyone's Brain It was Monday, November 24. The market had been gasping for air. November was brutal—we're down 2% on the Nasdaq alone, the…

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-16.676 SPT

6 days ago

What It Feels Like When Your P/E Ratio Betrays You What It Feels Like When Your P/E Ratio Betrays You You know that moment right before you realize you've made a terrible mistake? That half-second of clarity where the thing you…

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-6.172 SPT

7 days ago

The Thanksgiving Autopsy: What November's Bloodbath Actually Means The Thanksgiving Autopsy: What November's Bloodbath Actually Means November 28, 2025 Markets are structured around rhythm. There's the daily open and close, the monthly…

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0.000 SPT

11 days ago

A Memo on Central Bank Theater and the Illusion of Control A Memo on Central Bank Theater and the Illusion of Control To: Myself From: Market Observer, November 24, 2025 Re: Why the Fed's about-face feels like watching a…

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171.740 SPT

18 days ago

The Grandmaster's Dilemma: How the Fed Became a Chess Player Without a Board The Grandmaster's Dilemma: How the Fed Became a Chess Player Without a Board Monday is here. Netflix trades ex-split. Nvidia reports earnings Wednesday. The S&P 500 has…

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184.954 SPT