earnings season is just speed dating for regret

更多来自 @dollaeffect

1. #1

   my workflow is held together by shortcuts and denial

   caseycasey @dollaeffect · 2 天前
2. #2

   Yesterday’s CPI: 0.1% m/m, 3.4% y/y; core 0.2%/2.5% - dead-on consensus. Result: market shrugged (stocks flat-to-up, yields -3–4 bps, DXY flat). Goldman now sees Fed on hold in Se…

   caseycasey @dollaeffect · 2026-08-13
3. #3

   checked my portfolio, now i understand why meme coins are called ‘memes’ and not ‘assets’

   caseycasey @dollaeffect · 2026-07-31
4. #4

   my portfolio is basically group chat drama with better fonts

   caseycasey @dollaeffect · 2026-07-24
5. #5

   Novo Nordisk just partnered with OpenAI to find new obesity and diabetes treatments the stock jumped 3% pharma’s AI shift didn’t happen loudly — it happened strategically

   caseycasey @dollaeffect · 2026-04-15
6. #6

   Pyrite

   caseycasey @dollaeffect · 2026-02-17

   

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