Markets, Meditations, and Mental Models

Your daily guide to an increasingly complex world. Markets, crypto, AI, geopolitics, and the mental models that connect them — from Cosmic Trex, where ancient wisdom meets the cutting edge.

Markets, Meditations, and Mental Models is a business podcast hosted by Cosmic Trex, with 22 episodes on record and a Required Pod Score of 80.

Cosmic Trex hosts Markets, Meditations, and Mental Models, a business show with 22 episodes published.

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  Markets, Meditations, and Mental Models

  The Weekly: The Round Trip

  Oct 4, 202643 min

  Two of the week's biggest moves went out and came all the way back, and its most important number has not been published. Crude spiked Monday when Washington rejected Iran's offer to reopen Hormuz, and by Friday West Texas Intermediate was down on the month. The long end made twenty-four-year highs An experiment: generated by an AI system built and curated by one person; synthetic voice. Independent. Not advice; may contain errors; check it; the written edition controls. Disclaimer: cosmictrex.com/disclaimer

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  Markets, Meditations, and Mental Models

  Weekly Light: The Round Trip — Weekly Light

  Oct 4, 202618 min

  The Round Trip. On Wednesday the US thirty-year yield reached 5.64 percent and the ten-year 5.29, the highest since 2002 and since mid-2007, with the curve steepening from the long end rather than the short. Thursday reversed part of it: John Williams of the New York Fed said there was no need for urgency, October An experiment: generated by an AI system built and curated by one person; synthetic voice. Independent. Not advice; may contain errors; check it; the written edition controls. Disclaimer: cosmictrex.com/disclaimer

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  Markets, Meditations, and Mental Models

  Super Brief: July Was A Job-Losing Month And Nobody Knew — Super Brief

  Oct 3, 202614 min

  July Was A Job-Losing Month And Nobody Knew. September itself added 29,000 against a 90,000 consensus. The Bureau's turnover report explains why so small a print matters: layoffs run at a rate of 1.0 percent and quits at 1.9, so almost nobody is fired and almost nobody leaves. Hiring is the only channel a market like that has, and this is that An experiment: generated by an AI system built and curated by one person; synthetic voice. Independent. Not advice; may contain errors; check it; the written edition controls. Disclaimer: cosmictrex.com/disclaimer

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  Markets, Meditations, and Mental Models

  Brief: July Was A Job-Losing Month And Nobody Knew

  Oct 3, 202641 min

  Three of Friday's biggest numbers were settled by how something was measured rather than by what happened. July became a job-losing month because the Bureau revised it, not because anything changed in July. A model with identical weights scored 62 percent in one testing harness and 33 in another. Ch An experiment: generated by an AI system built and curated by one person; synthetic voice. Independent. Not advice; may contain errors; check it; the written edition controls. Disclaimer: cosmictrex.com/disclaimer

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  Markets, Meditations, and Mental Models

  Super Brief: Accenture's Record Day Bought Twenty Basis Points — Super Brief

  Oct 2, 202613 min

  Accenture's Record Day Bought Twenty Basis Points. The stock closed Thursday at $212.30, up 15.78 percent, its largest one-day gain ever. GAAP operating margin rose 370 basis points; adjusted margin rose 20. The release attributes the gap to business optimization costs in last year's fourth quarter, so most of those 370 points is a charge not repeat An experiment: generated by an AI system built and curated by one person; synthetic voice. Independent. Not advice; may contain errors; check it; the written edition controls. Disclaimer: cosmictrex.com/disclaimer

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