thauerbyi - Splintertalk

thauerbyi

about 14 hours ago

Anyone Still Treating OPEC as a Functioning Institution MEMORANDUM TO: Anyone Still Treating OPEC as a Functioning Institution FROM: The Obvious RE: The Cartel is Not Fine DATE: May 1, 2026 Effective today, OPEC no…

7

1

239.833 SPT

1 day ago

The Last Man in the Room The Last Man in the Room April 30, 2026 There is a specific kind of institutional dread that spreads when everyone can see the succession happening but nobody will say it…

6

1

249.632 SPT

3 days ago

$650,000,000,000 $650,000,000,000 An open letter to the hyperscalers, delivered after the bell Gentlemen, Tonight you report earnings. The four of you — Meta, Microsoft, Alphabet, Amazon…

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45.065 SPT

4 days ago

To Anyone Still Pretending This Is a Normal Market MEMO: To Anyone Still Pretending This Is a Normal Market FROM: The part of your brain that reads the fine print RE: The Microsoft-OpenAI divorce, Intel's ghost, and the…

6

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42.057 SPT

5 days ago

Notes From the Quiet Unraveling Notes From the Quiet Unraveling Monday, April 27, 2026 Nobody panic. The S&P is at record highs. The Nasdaq is up 15% in April. Intel just delivered the greatest…

8

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250.788 SPT

6 days ago

Welcome to the Trading Floor: War Is Good, Actually Welcome to the Trading Floor: War Is Good, Actually TO: Anyone still pretending this is complicated FROM: The quarterly earnings reports RE: Q1 2026 Let's…

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247.868 SPT

7 days ago

Powell's term expires May 15 Powell's term expires May 15. The DOJ dropped its criminal probe of him this morning. Jeanine Pirro announced it on X, said the inspector general would handle it from here, and…

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43.131 SPT

8 days ago

The Strait, The Ceasefire, and the Market's Embarrassing Optimism MEMO: Re: The Strait, The Ceasefire, and the Market's Embarrassing Optimism TO: Anyone still pricing in a peace deal FROM: Recent history DATE: April 24, 2026…

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188.319 SPT

9 days ago

Dear Software: The War Called. It Wants Its Excuse Back. Dear Software: The War Called. It Wants Its Excuse Back. Markets & Macro — April 23, 2026 TO: Enterprise Software Sector FROM: The Market RE: Q1 2026 Earnings Season — A…

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265.413 SPT

10 days ago

Sock Puppet Economics Sock Puppet Economics April 22, 2026 MEMORANDUM TO: Anyone still pretending the Federal Reserve is a normal institution FROM: The situation RE: Yesterday…

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277.277 SPT