Lou Mannheim
@loumannheim87.bsky.social
CIO of the cookie cabinet. Former sell-side, former buy-side. Not Jon Hamm. Trying to be Lou Mannheim. Wants coffee.
Reposted by Lou Mannheim
I'm sure you guys know this chart...
January 26, 2026 at 2:00 PM
I'm sure you guys know this chart...
Silver. Now there's something you dont see everyday. Up 133% in the last 3 months.
January 26, 2026 at 1:08 PM
Silver. Now there's something you dont see everyday. Up 133% in the last 3 months.
Reposted by Lou Mannheim
It was after the Tohoku tsunami/Fukushima meltdown in 2011, but quite modest:
January 26, 2026 at 2:44 AM
It was after the Tohoku tsunami/Fukushima meltdown in 2011, but quite modest:
Reposted by Lou Mannheim
GS: Megacap tech P/FCF valuation... not as rosy, given high AI capex... $MAGS $XLK $QQQ
January 24, 2026 at 2:26 PM
GS: Megacap tech P/FCF valuation... not as rosy, given high AI capex... $MAGS $XLK $QQQ
You know. On some level, I respect it. It's fricking Saturday morning. No days off for the Donald and his bullshit!
January 24, 2026 at 2:51 PM
You know. On some level, I respect it. It's fricking Saturday morning. No days off for the Donald and his bullshit!
WSJ had an article about gold. Listed 5 reasons why it's rallying. They all kinda made sense. But my money is on this one being the overwhelming force.
January 23, 2026 at 6:57 PM
WSJ had an article about gold. Listed 5 reasons why it's rallying. They all kinda made sense. But my money is on this one being the overwhelming force.
Rate cuts were fun while they lasted
January 22, 2026 at 6:11 PM
Rate cuts were fun while they lasted
@NVDA ... Transcript of Jensen's presentation at Davos
eu.36kr.com/en/p/3649372....
eu.36kr.com/en/p/3649372....
January 22, 2026 at 2:06 PM
@NVDA ... Transcript of Jensen's presentation at Davos
eu.36kr.com/en/p/3649372....
eu.36kr.com/en/p/3649372....
Reposted by Lou Mannheim
How many Scaramuccis was this Greenland tariff capitulation?
January 21, 2026 at 7:47 PM
How many Scaramuccis was this Greenland tariff capitulation?
2:30pm Trump: "Based on Greenland understanding, there wont be any tariffs on Feb. 1"
The S&P 500....
The S&P 500....
January 21, 2026 at 7:32 PM
2:30pm Trump: "Based on Greenland understanding, there wont be any tariffs on Feb. 1"
The S&P 500....
The S&P 500....
Ever wonder what would have been... if not for a few hanging chads
January 21, 2026 at 12:53 PM
Ever wonder what would have been... if not for a few hanging chads
Great speech. "Middle powers must act together because if you are not at the table, you are on the menu. "
open.substack.com/pub/paulwell...
open.substack.com/pub/paulwell...
The Carney doctrine
Open comment thread on the PM's Davos speech
open.substack.com
January 20, 2026 at 6:25 PM
Great speech. "Middle powers must act together because if you are not at the table, you are on the menu. "
open.substack.com/pub/paulwell...
open.substack.com/pub/paulwell...
Rising geopolitical systemic risk. The market is moving lower. But semiconductor stocks are rising...?
This is the matrix, isnt it?
This is the matrix, isnt it?
January 20, 2026 at 3:45 PM
Rising geopolitical systemic risk. The market is moving lower. But semiconductor stocks are rising...?
This is the matrix, isnt it?
This is the matrix, isnt it?
Not a big $$-amount. But still... the vibes
January 20, 2026 at 1:37 PM
Not a big $$-amount. But still... the vibes
Jpn bond yield jumping. Was 2.18 on Friday.
January 20, 2026 at 2:58 AM
Jpn bond yield jumping. Was 2.18 on Friday.
Reposted by Lou Mannheim
Finance Bluesky is hitting all-time highs lately, thanks to you. Let's spread the word, and make 2026 our breakout year bsky.social/about/blog/0...
The Smart Money Is on Bluesky - Bluesky
Since Bluesky launched, economists, investment strategists, and financial commentators have been building a finance community here, post by post. Now, it’s breaking out.
bsky.social
January 19, 2026 at 7:37 PM
Finance Bluesky is hitting all-time highs lately, thanks to you. Let's spread the word, and make 2026 our breakout year bsky.social/about/blog/0...
Well, it's possible. Every dip last year was a buying opportunity. I bet folks remember that.
January 20, 2026 at 1:31 AM
Well, it's possible. Every dip last year was a buying opportunity. I bet folks remember that.
Reposted by Lou Mannheim
Why aren't Trump's tariffs saving manufacturing?
"Trump put enormous tariffs on steel... That's a little bit like putting tariffs on flour and asking what do you think is going to happen to bakeries... Trump has put us at enormous disadvantage relative to foreign competitors."
"Trump put enormous tariffs on steel... That's a little bit like putting tariffs on flour and asking what do you think is going to happen to bakeries... Trump has put us at enormous disadvantage relative to foreign competitors."
January 19, 2026 at 12:52 PM
Why aren't Trump's tariffs saving manufacturing?
"Trump put enormous tariffs on steel... That's a little bit like putting tariffs on flour and asking what do you think is going to happen to bakeries... Trump has put us at enormous disadvantage relative to foreign competitors."
"Trump put enormous tariffs on steel... That's a little bit like putting tariffs on flour and asking what do you think is going to happen to bakeries... Trump has put us at enormous disadvantage relative to foreign competitors."
Reposted by Lou Mannheim
This is last April and tariffs all over again. Trump doesn’t have the minerals to take the market reaction to an invasion of Greenland. But the market knows that and therefore doesn’t collapse on incremental signals he is moving that way.
It’s a pickle!
It’s a pickle!
January 19, 2026 at 12:44 PM
This is last April and tariffs all over again. Trump doesn’t have the minerals to take the market reaction to an invasion of Greenland. But the market knows that and therefore doesn’t collapse on incremental signals he is moving that way.
It’s a pickle!
It’s a pickle!
I agree with this. He wants Greenland just because it looks big on the map.
Ruben Gallego on Greenland: "The president just wants to have a legacy piece where he gets to claim that he brought in this big chunk of land that he sees on the map, even though it's a distorted map. And he's willing to ruin our whole foreign policy, our economy, so he could get what he wants."
January 18, 2026 at 10:42 PM
I agree with this. He wants Greenland just because it looks big on the map.
Well. Here we go, I guess.
January 18, 2026 at 6:59 PM
Well. Here we go, I guess.
Denver's QB broke his ankle and won't play next week. They still get better odds than the Bears. Lol
January 18, 2026 at 1:36 PM
Denver's QB broke his ankle and won't play next week. They still get better odds than the Bears. Lol