thauerbyi - Splintertalk

thauerbyi

about 21 hours ago

The math MEMO TO: The pension fund trustees who think they made an active decision this quarter FROM: The math RE: You now own a piece of SPCX whether you wanted to or not Let's…

10

0

55.554 SPT

1 day ago

the Bitcoin/Strategy carnage 3:47am and I'm staring at a chart that looks like someone dropped a bowling ball down a flight of stairs. BTC is sitting around $63,800, off the cycle high of $126,198 by exactly…

6

0

52.475 SPT

3 days ago

The Inheritance The Inheritance There is a photograph from May 22nd, the day Kevin Warsh was sworn in as the 17th chair of the Federal Reserve, his hand raised before Justice Clarence Thomas…

8

0

56.473 SPT

4 days ago

The Return of the Central Banker The Return of the Central Banker There is a specific kind of madness that grips markets when central banks, simultaneously, start moving in the same direction after years of…

5

0

52.689 SPT

5 days ago

The Market Has Decided. You Were Not Consulted. The Market Has Decided. You Were Not Consulted. Tonight, somewhere in a conference room that costs more per square foot than your apartment, Goldman Sachs and a syndicate of…

14

0

221.782 SPT

6 days ago

Seven Days Inside Kevin Warsh's Skull Seven Days Inside Kevin Warsh's Skull A dispatch from someone who has been staring at the Fed funds futures strip for too long. Okay. Walk me through this again, slowly.…

10

0

288.805 SPT

7 days ago

Everything Is Fine and Nothing Is Real Everything Is Fine and Nothing Is Real Friday the jobs number dropped and the market had a small nervous breakdown. 172,000 nonfarm payrolls against an 80,000 consensus. The…

6

0

52.326 SPT

8 days ago

Notes From the Waiting Room Notes From the Waiting Room Sunday night. Kevin Warsh is about twenty-four hours away from the most watched Federal Reserve meeting in years — his first as Chair, the one the…

8

0

47.182 SPT

9 days ago

Central Banks of the Developed World MEMORANDUM TO: Central Banks of the Developed World FROM: The Data RE: You Have a Problem DATE: June 7, 2026 CLASSIFICATION: You Already Know Let's get…

10

0

47.432 SPT

10 days ago

While You Were Watching Chips Burn, the Bond Market Built a Time Bomb While You Were Watching Chips Burn, the Bond Market Built a Time Bomb Everyone is staring at the semiconductor rubble. Broadcom down 12%, Micron off 7%, a trillion dollars of…

7

1

48.454 SPT