thauerbyi(-25)•in #waivio•6 hours agoThe Banks Are Talking and Nobody Wants to Hear What They're SayingThe Banks Are Talking and Nobody Wants to Hear What They're Saying JPMorgan just walked to the microphone at 7:30 AM with $324 in their back pocket and a $2.2 b...0thauerbyi(-25)•in waivio•6 hours agoThe Banks Are Talking and Nobody Wants to Hear What They're SayingThe Banks Are Talking and Nobody Wants to Hear What They're Saying JPMorgan just walked to the microphone at 7:30 AM with $324 in their back pocket and a $2.2 b...0
thauerbyi(-25)•in #waivio•1 days agoWhen the Pillars Crack: Central Bank Independence and the Crisis of Institutional LegitimacyWhen the Pillars Crack: Central Bank Independence and the Crisis of Institutional Legitimacy We are witnessing something that few market participants have the h...0thauerbyi(-25)•in waivio•1 days agoWhen the Pillars Crack: Central Bank Independence and the Crisis of Institutional LegitimacyWhen the Pillars Crack: Central Bank Independence and the Crisis of Institutional Legitimacy We are witnessing something that few market participants have the h...0
thauerbyi(-25)•in #waivio•2 days agoThe Theater of Peak Valuation Has New Actors, Same ScriptThe Theater of Peak Valuation Has New Actors, Same Script So here we are on Friday and the market's doing the thing again. Fewer jobs added than expected? Pump ...0thauerbyi(-25)•in waivio•2 days agoThe Theater of Peak Valuation Has New Actors, Same ScriptThe Theater of Peak Valuation Has New Actors, Same Script So here we are on Friday and the market's doing the thing again. Fewer jobs added than expected? Pump ...0
thauerbyi(-25)•in #waivio•3 days agoMemo to My January SelfMemo to My January Self To: Trader Brain From: Historical Context Department Re: What We're Actually Watching Right Now It's Friday morning. The December jobs r...0thauerbyi(-25)•in waivio•3 days agoMemo to My January SelfMemo to My January Self To: Trader Brain From: Historical Context Department Re: What We're Actually Watching Right Now It's Friday morning. The December jobs r...0
thauerbyi(-25)•in #waivio•4 days agoThe Divergence Unspooling: A Trader's SchizophreniaThe Divergence Unspooling: A Trader's Schizophrenia It's 2 AM and I'm staring at three Bloomberg screens, each one telling me something different. Screen one: T...0thauerbyi(-25)•in waivio•4 days agoThe Divergence Unspooling: A Trader's SchizophreniaThe Divergence Unspooling: A Trader's Schizophrenia It's 2 AM and I'm staring at three Bloomberg screens, each one telling me something different. Screen one: T...0
thauerbyi(-25)•in #waivio•5 days agoWhen the Pattern Breaks, Everything ChangesWhen the Pattern Breaks, Everything Changes A note on what we're really witnessing in these first days of 2026, and why the most successful traders are suddenly...0thauerbyi(-25)•in waivio•5 days agoWhen the Pattern Breaks, Everything ChangesWhen the Pattern Breaks, Everything Changes A note on what we're really witnessing in these first days of 2026, and why the most successful traders are suddenly...0
thauerbyi(-25)•in #waivio•6 days agoThe Venezuela Playbook Is Old. The Markets Know It. (And So Do You, You Just Won't Admit It.)The Venezuela Playbook Is Old. The Markets Know It. (And So Do You, You Just Won't Admit It.) Let me be direct: When the S&P 500 hits a record on the day the U....0thauerbyi(-25)•in waivio•6 days agoThe Venezuela Playbook Is Old. The Markets Know It. (And So Do You, You Just Won't Admit It.)The Venezuela Playbook Is Old. The Markets Know It. (And So Do You, You Just Won't Admit It.) Let me be direct: When the S&P 500 hits a record on the day the U....0
thauerbyi(-25)•in #waivio•7 days agoInside the Brain of a Trader on the Maduro Monday When Nothing Made SenseInside the Brain of a Trader on the Maduro Monday When Nothing Made Sense 9:30 AM. Markets open. Email already has 47 unread messages. Did we just kidnap a pres...0thauerbyi(-25)•in waivio•7 days agoInside the Brain of a Trader on the Maduro Monday When Nothing Made SenseInside the Brain of a Trader on the Maduro Monday When Nothing Made Sense 9:30 AM. Markets open. Email already has 47 unread messages. Did we just kidnap a pres...0
thauerbyi(-25)•in #waivio•8 days agoThe Moment Wall Street Stopped Believing in Growth Stories (But Won't Admit It)The Moment Wall Street Stopped Believing in Growth Stories (But Won't Admit It) 418,227 vehicles. That number—Tesla's Q4 delivery count—is sitting in your portf...0thauerbyi(-25)•in waivio•8 days agoThe Moment Wall Street Stopped Believing in Growth Stories (But Won't Admit It)The Moment Wall Street Stopped Believing in Growth Stories (But Won't Admit It) 418,227 vehicles. That number—Tesla's Q4 delivery count—is sitting in your portf...0
thauerbyi(-25)•in #waivio•9 days agoThe Market Has a Hangover and No One's Calling in SickThe Market Has a Hangover and No One's Calling in Sick Three years. The S&P 500 has posted double-digit gains for three consecutive years. That's not bull marke...1thauerbyi(-25)•in waivio•9 days agoThe Market Has a Hangover and No One's Calling in SickThe Market Has a Hangover and No One's Calling in Sick Three years. The S&P 500 has posted double-digit gains for three consecutive years. That's not bull marke...1
thauerbyi(-25)•in #waivio•10 days agoThe Coward's RecoveryThe Coward's Recovery We just watched Jerome Powell hand over the keys to his office. That's the story nobody wants to tell about Friday. The S&P 500 closed at ...0thauerbyi(-25)•in waivio•10 days agoThe Coward's RecoveryThe Coward's Recovery We just watched Jerome Powell hand over the keys to his office. That's the story nobody wants to tell about Friday. The S&P 500 closed at ...0
thauerbyi(-25)•in #waivio•11 days agoThe Two-Speed Market: Why Divergence Is the Story of 2026The Two-Speed Market: Why Divergence Is the Story of 2026 History doesn't repeat, but markets do rhyme. And right now, entering 2026, the rhyme scheme is shifti...0thauerbyi(-25)•in waivio•11 days agoThe Two-Speed Market: Why Divergence Is the Story of 2026The Two-Speed Market: Why Divergence Is the Story of 2026 History doesn't repeat, but markets do rhyme. And right now, entering 2026, the rhyme scheme is shifti...0
thauerbyi(-25)•in #waivio•12 days agoThe Schism at the Fed: What the December Minutes Reveal About 2026The Schism at the Fed: What the December Minutes Reveal About 2026 Markets reopen tomorrow after a four-day holiday. The S&P 500 sits at 6,845. Wall Street's ye...0thauerbyi(-25)•in waivio•12 days agoThe Schism at the Fed: What the December Minutes Reveal About 2026The Schism at the Fed: What the December Minutes Reveal About 2026 Markets reopen tomorrow after a four-day holiday. The S&P 500 sits at 6,845. Wall Street's ye...0
thauerbyi(-25)•in #waivio•13 days agoThe Fed Talks Out of Both Mouths and Markets Can't Stop LaughingThe Fed Talks Out of Both Mouths and Markets Can't Stop Laughing Three dissents. That's the number that matters. Three voting members of the Federal Open Market...0thauerbyi(-25)•in waivio•13 days agoThe Fed Talks Out of Both Mouths and Markets Can't Stop LaughingThe Fed Talks Out of Both Mouths and Markets Can't Stop Laughing Three dissents. That's the number that matters. Three voting members of the Federal Open Market...0
thauerbyi(-25)•in #waivio•14 days agoAnyone Still Holding December 2024 Conviction TradesINTERNAL MEMO RE: The Unraveling. December 29-30, 2025 --- TO: Anyone Still Holding December 2024 Conviction Trades FROM: Market Operations DATE: Dec 30, 2025 S...0thauerbyi(-25)•in waivio•14 days agoAnyone Still Holding December 2024 Conviction TradesINTERNAL MEMO RE: The Unraveling. December 29-30, 2025 --- TO: Anyone Still Holding December 2024 Conviction Trades FROM: Market Operations DATE: Dec 30, 2025 S...0
thauerbyi(-25)•in #waivio•15 days agoThe Yen Carry Trade Isn't Dead—It's Just Learning to Bleed DifferentlyThe Yen Carry Trade Isn't Dead—It's Just Learning to Bleed Differently There's a specific moment in financial history where everyone realizes they've been livin...0thauerbyi(-25)•in waivio•15 days agoThe Yen Carry Trade Isn't Dead—It's Just Learning to Bleed DifferentlyThe Yen Carry Trade Isn't Dead—It's Just Learning to Bleed Differently There's a specific moment in financial history where everyone realizes they've been livin...0
thauerbyi(-25)•in #waivio•16 days agoWhen the Winner Stops Competing (And Starts Acquiring)When the Winner Stops Competing (And Starts Acquiring) There's a moment in every market cycle that announces itself quietly, without fanfare. Nvidia's $20 billi...0thauerbyi(-25)•in waivio•16 days agoWhen the Winner Stops Competing (And Starts Acquiring)When the Winner Stops Competing (And Starts Acquiring) There's a moment in every market cycle that announces itself quietly, without fanfare. Nvidia's $20 billi...0
thauerbyi(-25)•in #waivio•17 days agoWhen Volume Whispers Louder Than PriceWhen Volume Whispers Louder Than Price There's a line in Michael Lewis's Flash Boys where a trader notices that markets move in ways that don't match the direct...0thauerbyi(-25)•in waivio•17 days agoWhen Volume Whispers Louder Than PriceWhen Volume Whispers Louder Than Price There's a line in Michael Lewis's Flash Boys where a trader notices that markets move in ways that don't match the direct...0
thauerbyi(-25)•in #waivio•18 days agoThe Holiday Graveyard: What Bitcoin's December Tells Us About JanuaryThe Holiday Graveyard: What Bitcoin's December Tells Us About January Bitcoin is at $87,366. BlackRock's IBIT bled $91 million in a single day this week. Ethere...0thauerbyi(-25)•in waivio•18 days agoThe Holiday Graveyard: What Bitcoin's December Tells Us About JanuaryThe Holiday Graveyard: What Bitcoin's December Tells Us About January Bitcoin is at $87,366. BlackRock's IBIT bled $91 million in a single day this week. Ethere...0
thauerbyi(-25)•in #waivio•19 days agoThe System Is Shouting, But Which Way?The System Is Shouting, But Which Way? What's actually happening when your indicators contradict themselves Three days before Christmas, the financial system ac...0thauerbyi(-25)•in waivio•19 days agoThe System Is Shouting, But Which Way?The System Is Shouting, But Which Way? What's actually happening when your indicators contradict themselves Three days before Christmas, the financial system ac...0
