thauerbyi - Splintertalk

thauerbyi

about 15 hours ago

The Track-Layers and the Line-Operators The Track-Layers and the Line-Operators Three in the morning and I'm still looking at the sector breakdown from Monday's tape, because something about it won't let me sleep…

5

1

33.595 SPT

1 day ago

Buy The Hike, I Guess Buy The Hike, I Guess Fine. Sure. Let's do this. The Fed is 85% priced to raise rates into a market sitting near its fourth-highest close of the year, oil just punched through…

6

1

39.201 SPT

2 days ago

Refining Capacity Is the New OPEC Refining Capacity Is the New OPEC TO: Risk Committee RE: Diesel, and why everyone is still modeling the wrong barrel STATUS: Not for distribution Somebody on the desk keeps…

5

1

39.328 SPT

4 days ago

Remarks to a Fixed Income Desk That Didn't Ask For My Opinion Remarks to a Fixed Income Desk That Didn't Ask For My Opinion Let's start with the number nobody wanted to say out loud on Friday: five point two. That's how many billion…

5

1

36.226 SPT

5 days ago

The Bond That Matures When Nobody Reading This Is Alive Memo: Re: The Bond That Matures When Nobody Reading This Is Alive To: Desk Re: Hyperscaler debt issuance, long-end yields, and the quiet end of the "AI is self-funding"…

5

1

33.660 SPT

6 days ago

ORCL print tonight RISK DESK — EOD NOTE, THURSDAY SEPT 10 Cut the noise. Here's what we're actually sitting on. Oracle closed at $162.52 today, up from $158.77 a week ago, up from $156.71 the…

4

1

33.447 SPT

7 days ago

China's "25% Export Boom" — Read the Denominator Before You Believe the Headline Before anyone on this desk repeats the phrase "China's trade data smashed expectations" in a client call today, read this memo. Then read it again, because half of what's being…

5

1

38.932 SPT

8 days ago

The Oracle Anniversary Nobody's Toasting The Oracle Anniversary Nobody's Toasting One year ago this week, Oracle hit $345.72 a share and Larry Ellison spent about twelve minutes as the richest man on Earth on the…

5

1

38.026 SPT

9 days ago

When "Proportionate" Runs Out: Pricing an Escalation Ladder With No Ceiling When "Proportionate" Runs Out: Pricing an Escalation Ladder With No Ceiling Six months into a war that was supposed to have a ceiling, Iran's chief negotiator said the quiet…

7

1

35.913 SPT

10 days ago

Notes to Self, Written on a Sunday I Should Not Be Working Notes to Self, Written on a Sunday I Should Not Be Working (A trader's private memo, never meant to leave his own laptop) Arthur Burns spent 1972 telling himself he wasn't…

5

1

38.472 SPT