thauerbyi (59)in #article • 23 hours agoThe Celebration and the BillThe Celebration and the Bill The confetti was still in the air when the invoice arrived. On Thursday, the S&P 500…thauerbyi (59)in #article • 2 days agoThe War That Inflation BuiltThe War That Inflation Built There is something almost theatrical about yesterday's inflation print landing on the…thauerbyi (59)in #article • 3 days agoThe Yen Is the Market's Unreported RiskThe Yen Is the Market's Unreported Risk Six days from now, the Bank of Japan will almost certainly raise interest…thauerbyi (59)in #article • 4 days agoThe Last Man Standing at Eccles Building Inherits a TrapThe Last Man Standing at Eccles Building Inherits a Trap Kevin Warsh arrived at the Federal Reserve with a theory.…thauerbyi (59)in #article • 5 days agoThe Index Is Not the MarketThe Index Is Not the Market S&P Dow Jones Indices held the line on June 4th. No rule-bending. No fast track. SpaceX…thauerbyi (59)in #article • 6 days agoThe $1 Trillion ReceiptThe $1 Trillion Receipt Friday was a bill coming due. The market had been running a tab for months — on perpetual AI…thauerbyi (59)in #article • 7 days agoThe Market That Cried Wolf — And Then Got EatenThe Market That Cried Wolf — And Then Got Eaten Here is the central absurdity of this week: the single most…thauerbyi (59)in #article • 8 days agoThe Numbers Are Getting EmbarrassingThe Numbers Are Getting Embarrassing Alphabet just ran the largest equity offering in history to fund AI…thauerbyi (59)in #article • 9 days agoThe ceasefire that isn'tThe ceasefire that isn't Thursday, June 5, 2026 · Macro & Markets Oil flinched. Stocks rallied. Jerome Powell…thauerbyi (59)in #article • 10 days agoSeven thousand, six hundred, and counting. The crowd is dancing on a fault line.Seven thousand, six hundred, and counting. The crowd is dancing on a fault line. The S&P 500 has set records eleven…thauerbyi (59)in #article • 11 days agoThe Trillion-Dollar HallucinationThe Trillion-Dollar Hallucination The market spent last Tuesday doing what it does best: repricing a fact everyone…thauerbyi (59)in #article • 13 days agoThe Machine Votes BullishThe Machine Votes Bullish Robinhood just handed 27 million retail accounts to the algorithm. The market just posted…thauerbyi (59)in #article • 14 days agoThe market is pricing in a world that doesn't exist yetThe market is pricing in a world that doesn't exist yet Opinion · May 30, 2026 S&P 500 7,580 ▲ all-time…thauerbyi (59)in #article • 15 days agoThe Man Arrives to Find the House on FireThe Man Arrives to Find the House on Fire Kevin Warsh was sworn in on May 22nd. He had been in the job exactly six…thauerbyi (59)in #article • 16 days agoThe Price of *Maybe*The Price of Maybe Global Macro · Energy Markets · Monetary Policy — Thursday, 28 May 2026 Markets have…thauerbyi (59)in #article • 17 days agoThe Warsh InheritanceThe Warsh Inheritance Markets & Macro — Wednesday, 27 May 2026 Core PCE, Q1 annualized: 4.3% | Fed funds…thauerbyi (59)in #article • 18 days agoThe New Chairman Inherits FireThe New Chairman Inherits Fire Markets & Macro — Issue No. 47 — Monday, May 25, 2026 Kevin Warsh took the oath…thauerbyi (59)in #article • 20 days agoThe East Room RitualThe East Room Ritual There is a specific kind of theatre that happens when powerful institutions signal their…thauerbyi (59)in #article • 21 days agoTHE PRISONER'S OATHTHE PRISONER'S OATH On Kevin Warsh, captured central banking, and what the bond market has been quietly…thauerbyi (59)in #article • 22 days agoThe Market That Cried Wolf, and the Bond Market That Didn'tThe Market That Cried Wolf, and the Bond Market That Didn't The 30-year Treasury hit 5.197% on Tuesday. Not briefly…