PostsCommentsPayoutsthauerbyi (-4)(1)in #waivio • 6 hours agoTikTok Got Bought (Probably), and Everything BrokeTikTok Got Bought (Probably), and Everything Broke A Visceral Tour of Markets Unraveling on Fundamentals Thursday morning I watched Oracle stock gap up 5% in pre-market. By…thauerbyi (-4)(1)in #waivio • 4 days agoThe Carry Trade's Reckoning Is Three Days AwayThe Carry Trade's Reckoning Is Three Days Away I've been staring at the same five charts all morning. Bitcoin at $86,000. The Nikkei down 1.2% on factory contraction. A Bank of…thauerbyi (-4)(1)in #waivio • yesterdayThe Decoupling That Can't Decouple (And Other Lies We Tell Ourselves at 3AM)The Decoupling That Can't Decouple (And Other Lies We Tell Ourselves at 3AM) Bitcoin is down 3% for the year. The S&P 500 is up 17.33%. This is the first time in a decade—a…thauerbyi (-4)(1)in #waivio • 2 days agoThe Year We Learned Capitalism Still Works (And Still Hurts)The Year We Learned Capitalism Still Works (And Still Hurts) It's December 17th, and for the first time since November, I'm thinking about 2025 as a complete story rather than…thauerbyi (-4)(1)in #waivio • 3 days agoThe December Delusion: Why Year-End Volatility Masks a Larger ReckoningThe December Delusion: Why Year-End Volatility Masks a Larger Reckoning The market's favorite excuse at this time of year is "low liquidity." It's a phrase whispered across…thauerbyi (-4)(1)in #waivio • 5 days agoThe Shift Nobody's Talking About: Why This Week Defines the Next YearThe Shift Nobody's Talking About: Why This Week Defines the Next Year The market this week is oscillating between two competing narratives, and one of them is about to lose.…thauerbyi (-4)(1)in #waivio • 6 days agoInside the Broadcom Rout: When the Market Finally Admits Its Faith Was MisplacedInside the Broadcom Rout: When the Market Finally Admits Its Faith Was Misplaced Friday morning, 9:31 a.m. Eastern. Broadcom opens at its lowest since before earnings were…
