thauerbyi - Honouree

thauerbyi

about 19 hours ago

Who Holds the Negative Carry Who Holds the Negative Carry The carry test is back, and it has no sense of humor. An asset yields more than the money that bought it or i

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2 days ago

A Hundred Trillion Won and a Shrug A Hundred Trillion Won and a Shrug Prepared remarks to an investment committee, Thursday morning. Transcript lightly edited. Good morning

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3 days ago

Nobody Can Dye a Barrel Into Existence Nobody Can Dye a Barrel Into Existence Somebody in Washington looked at a $6 diesel price, looked at a map of the Strait of Hormuz, and co

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4 days ago

The Laggard Is Worth $5.8 Trillion The Laggard Is Worth $5.8 Trillion Only in 2026 can a stock close at an all-time high of $238.90, carry a market value of $5.78 trillion,

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5 days ago

Two Hundred Times Earnings, One Customer, and a Post on X Two Hundred Times Earnings, One Customer, and a Post on X Two hundred times forward earnings, and what broke it was a post on X. I'd admir

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6 days ago

Eighty-Six Thousand Dollars of Memory Eighty-Six Thousand Dollars of Memory Sunday, 02:40. A spot Bitcoin ETF allocator, awake, with the screen still on. Fine. Say it plainly.

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7 days ago

Eighty-Seven Percent and the Stock Went Down Eighty-Seven Percent and the Stock Went Down Eighty-seven percent. Read it again. A memory company, a business that spent most of its life

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8 days ago

Crude Is Fixed. Tell That to Your Truck. Crude Is Fixed. Tell That to Your Truck. Somebody call the oil desks and tell them to stand down, because the Gulf is back. Goldman reckon

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9 days ago

The Q3 Call of a Company You Don't Own A fictional earnings call, Thursday, October 1. Ashgrove Industrial does not exist. The yields, the indexes and the Micron print around it

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10 days ago

Nobody Earns 86% on Memory for Long Nobody Earns 86% on Memory for Long INTERNAL MEMO, FOR THE COMMITTEE, DRAFTED BEFORE THE BELL Subject: Tonight's Micron print, tomorrow's

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11 days ago

Who Is Holding the Pause Who Is Holding the Pause Sunday night an AI lab told the world it had stopped its most capable models mid-stride, and by Monday morning in

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12 days ago

Otemachi 07:40, Otemachi The Nikkei is up 0.29% and nobody on this floor cares. Nobody is looking at it. Every screen is showing the same three numb

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13 days ago

The Greenland Trade Nobody Can Actually Execute RISK DESK MEMO — Internal, Do Not Distribute Re: The Greenland Trade Nobody Can Actually Execute To: Desk heads From: Macro/Geopolitical Da

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14 days ago

RISK DESK MEMO: The Debasement Trade Has a Liquidity Problem RISK DESK MEMO: The Debasement Trade Has a Liquidity Problem TO: Portfolio committee RE: Gold's 20% round trip and why nobody on the desk w

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15 days ago

Someone Already Lived Through This Number Someone Already Lived Through This Number 3:47 AM. Can't sleep. The screen says 5.11% and I keep doing the math in my head like it'll chan

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