Markets, Meditations, and Mental Models

By Cosmic Trex

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Category: Investing

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Episodes: 80

Description

The Cosmic Trex daily brief in audio: markets, meditations and mental models. An experiment, permanently: generated by an AI system built and curated by one person, and read by a synthetic voice. Independent and unsponsored. Not investment advice or advice of any kind; the system makes mistakes, so check anything you would act on. The written edition at cosmictrex.com is the record. Full disclaimer: cosmictrex.com/disclaimer. How it's made: cosmictrex.com/how-this-is-made.

Episode Date
Super Brief: Meta Is Selling $35 Billion Of Stock It Can Collect Next Year — Super Brief
Oct 27, 2026
Brief: Meta Is Selling $35 Billion Of Stock It Can Collect Next Year
Oct 27, 2026
Super Brief: Brazil Paused The Count And The Odds Moved Anyway — Super Brief
Oct 26, 2026
Brief: Brazil Paused The Count And The Odds Moved Anyway
Oct 26, 2026
Super Brief: The Chips Were Found By Nvidia's Own Software — Super Brief
Oct 25, 2026
Brief: The Chips Were Found By Nvidia's Own Software
Oct 25, 2026
Super Brief: A US Bond Hedged Into Yen Pays Less — Super Brief
Oct 24, 2026
Brief: A US Bond Hedged Into Yen Pays Less
Oct 24, 2026
Super Brief: Ukraine Gets Twelve Interceptors A Month — Super Brief
Oct 23, 2026
Super Brief: Meta's Equipment Bill Outran Its Cash Flow — Super Brief
Oct 22, 2026
Brief: Meta's Equipment Bill Outran Its Cash Flow
Oct 22, 2026
Super Brief: Same Strait, Two Incompatible Counts — Super Brief
Oct 21, 2026
Super Brief: Washington Is Offering Crude Into A Diesel Shortage — Super Brief
Oct 19, 2026
Brief: Washington Is Offering Crude Into A Diesel Shortage
Oct 19, 2026
The Weekly: Credit Repriced The Buildout, And The Long End Ignored Three Hot Prints
Oct 18, 2026
Weekly Light: Credit Repriced The Buildout, And The Long End Ignored Three Hot Prints — Weekly Light
Oct 18, 2026
Super Brief: China's Registration Began Before Its Rule Did — Super Brief
Oct 17, 2026
Brief: China's Registration Began Before Its Rule Did
Oct 17, 2026
Super Brief: Two Sunken Hulls And A Hot Inflation Print — Super Brief
Oct 16, 2026
Brief: Two Sunken Hulls And A Hot Inflation Print
Oct 16, 2026
Super Brief: ASML Printed Its Best Quarter And Fell — Super Brief
Oct 15, 2026
Brief: ASML Printed Its Best Quarter And Fell
Oct 15, 2026
Super Brief: Yandex Practised The Wrong Failure — Super Brief
Oct 14, 2026
Brief: Yandex Practised The Wrong Failure
Oct 14, 2026
Super Brief: Nine Dollars To Defend, One To Buy — Super Brief
Oct 13, 2026
Brief: Nine Dollars To Defend, One To Buy
Oct 13, 2026
Super Brief: Both Parties Have Agreed, Said One Party — Super Brief
Oct 12, 2026
Brief: Both Parties Have Agreed, Said One Party
Oct 12, 2026
Super Brief: A Licence In Washington, A Fire In Rostov — Super Brief
Oct 11, 2026
Brief: A Licence In Washington, A Fire In Rostov
Oct 11, 2026
Super Brief: Twenty-One Percent More Revenue, One Percent More Flying — Super Brief
Oct 10, 2026
Brief: Twenty-One Percent More Revenue, One Percent More Flying
Oct 10, 2026
Super Brief: The Labor Data Is Fine And The Long End Disagrees — Super Brief
Oct 09, 2026
Brief: The Labor Data Is Fine And The Long End Disagrees
Oct 09, 2026
Super Brief: The Count That Was Not In The Release — Super Brief
Oct 08, 2026
Brief: The Count That Was Not In The Release
Oct 08, 2026
Super Brief: Marvell Guided Seventy-One Percent Above The Street — Super Brief
Oct 07, 2026
Brief: Marvell Guided Seventy-One Percent Above The Street
Oct 07, 2026
Super Brief: Six Days Of Oil Nobody Can Reach — Super Brief
Oct 06, 2026
Brief: Six Days Of Oil Nobody Can Reach
Oct 06, 2026
Super Brief: Nobody Has Seen Iran's Supreme Leader — Super Brief
Oct 05, 2026
Brief: Nobody Has Seen Iran's Supreme Leader
Oct 05, 2026
The Weekly: The Round Trip
Oct 04, 2026
Weekly Light: The Round Trip — Weekly Light
Oct 04, 2026
Super Brief: July Was A Job-Losing Month And Nobody Knew — Super Brief
Oct 03, 2026
Brief: July Was A Job-Losing Month And Nobody Knew
Oct 03, 2026
Super Brief: Accenture's Record Day Bought Twenty Basis Points — Super Brief
Oct 02, 2026
Brief: Accenture's Record Day Bought Twenty Basis Points
Oct 02, 2026
Super Brief: Micron Sold The Future. The Fed Stopped Describing It. — Super Brief
Oct 01, 2026
Brief: Micron Sold The Future. The Fed Stopped Describing It.
Oct 01, 2026
Super Brief: The Bond Market And The Oil Market Are The Same Story — Super Brief
Sep 30, 2026
Brief: The Bond Market And The Oil Market Are The Same Story
Sep 30, 2026
Super Brief: The Index Is Near A Record. Its Median Stock Is Not. — Super Brief
Sep 29, 2026
Brief: The Index Is Near A Record. Its Median Stock Is Not.
Sep 29, 2026
Super Brief: The Twenty-Year Costs More Than the Thirty — Super Brief
Sep 28, 2026
Brief: The Twenty-Year Costs More Than the Thirty
Sep 28, 2026
The Weekly: The Lenders Went Home
Sep 27, 2026
Weekly Light: The Lenders Went Home — Weekly Light
Sep 27, 2026
Super Brief: Texas Closed the Permit Desk — Super Brief
Sep 26, 2026
Brief: Texas Closed the Permit Desk
Sep 26, 2026
Super Brief: Foreign Money Left. The Auction Was Fine. — Super Brief
Sep 25, 2026
Brief: Foreign Money Left. The Auction Was Fine.
Sep 25, 2026
Super Brief: Xi Gets the Ceremony. What Does Washington Get? — Super Brief
Sep 24, 2026
Brief: Xi Gets the Ceremony. What Does Washington Get?
Sep 24, 2026
Super Brief: Tripled the Buyback. Yields Went Up. — Super Brief
Sep 23, 2026
Brief: Tripled the Buyback. Yields Went Up.
Sep 23, 2026
Super Brief: The Barrels Were Always There — Super Brief
Sep 22, 2026
Brief: The Barrels Were Always There
Sep 22, 2026
Super Brief: Twenty-Year Tax Breaks on Three-Year Machines — Super Brief
Sep 21, 2026
Brief: Twenty-Year Tax Breaks on Three-Year Machines
Sep 21, 2026
The Weekly: Five Percent Survived the Hike
Sep 20, 2026
Weekly Light: Five Percent Survived the Hike — Weekly Light
Sep 20, 2026
Super Brief: The Marginal Buyer of Duration — Super Brief
Sep 19, 2026
Brief: The Marginal Buyer of Duration
Sep 19, 2026
Super Brief: The Gate That Opens When Nobody Moves — Super Brief
Sep 18, 2026
Brief: The Gate That Opens When Nobody Moves
Sep 18, 2026
Super Brief: Unanimous, and Then the Press Conference — Super Brief
Sep 17, 2026
Brief: Unanimous, and Then the Press Conference
Sep 17, 2026
Super Brief: Six Bond Markets, One Rate Decision — Super Brief
Sep 16, 2026
Brief: Six Bond Yields, One Rate Decision
Sep 16, 2026