Mike
@mtannenbaum.bsky.social
Not really Jeff Spicoli but I did wear corduroy OP shorts and Vans as a teenager in LA. Public equities and equity derivatives analyst.
Reposted by Mike
Mamdani should unironically put Curtis in charge of animal control and let him go wild on a program like elderly folk dog/cat visits
this is the most incredible interview i’ve ever read. the aei guy tries so hard to get sliwa to trash mamdani and he simply won’t. he also brings up flaco (rip) unprompted.
www.wsj.com/opinion/free...
www.wsj.com/opinion/free...
![How would you describe Mamdani's politics?
He's not a communist. People call him that. That's ridiculous. He is a democratic socialist. David Dinkins [New York mayor from 1990-93] was a democratic socialist. We've had a long history in New York City of socialism.
What's the biggest challenge Mamdani faces as mayor!
I don't think the Zohranistas totally understand the fiscal irresponsibility we just went through with the Adams years and how little money there's left.
There's not enough money to do all the things that Zohran wants to do.](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:ssxnmhdtz6le6nxu7jfhglz6/bafkreic7pxra6vmrjmqo4jmw4vdagiluj6xtkovqb3f4ex7fc55m7pzaxu@jpeg)
January 2, 2026 at 2:17 AM
Mamdani should unironically put Curtis in charge of animal control and let him go wild on a program like elderly folk dog/cat visits
Reposted by Mike
Economies of scale are real. Replacing the current patchwork of standards with a single set of rigorous, science-based rules to protect people's health and safety in new buildings would do a lot to help end the housing shortage.
Prefab would take off if we had uniform building regulations vs a regional hodge-podge which clearly gives the advantage to local specialists. And I mean local specialists like Weyerhauser which sells engineered products nationally through a hodge-podge of regional regs
January 2, 2026 at 12:04 AM
Economies of scale are real. Replacing the current patchwork of standards with a single set of rigorous, science-based rules to protect people's health and safety in new buildings would do a lot to help end the housing shortage.
Reposted by Mike
We have American problems which require American solutions. Some will be trivial, some will require us to remember the great undertakings of our past. We can, we have – we will – do great things. It takes but a leader to arouse the patriotic spirit.
It's striking that progressives like Tim Walz and Zohran Mamdani evoke the middle American attitude that, "Yes, we can fix these social problems because we're Americans and it's the right thing to do!" While the "America first" right only emulates failed and failing nation-states elsewhere.
January 1, 2026 at 11:06 PM
We have American problems which require American solutions. Some will be trivial, some will require us to remember the great undertakings of our past. We can, we have – we will – do great things. It takes but a leader to arouse the patriotic spirit.
Reposted by Mike
Today’s Miller Lite stat o’ the day
January 1, 2026 at 3:32 PM
Today’s Miller Lite stat o’ the day
Reposted by Mike
“Holdings from the library at the Goddard Space Flight Center, which includes unique documents from the early 20th century to the Soviet space race, will be warehoused or thrown out.”
This is part of the larger closure of much of the Goddard campus that is destroying numerous labs.
This is part of the larger closure of much of the Goddard campus that is destroying numerous labs.
January 1, 2026 at 6:05 PM
“Holdings from the library at the Goddard Space Flight Center, which includes unique documents from the early 20th century to the Soviet space race, will be warehoused or thrown out.”
This is part of the larger closure of much of the Goddard campus that is destroying numerous labs.
This is part of the larger closure of much of the Goddard campus that is destroying numerous labs.
Reposted by Mike
Just take a moment to imagine how MASSIVELY gross you would feel after eating this.
Finally, Trump's diet! Oh my god. The piece closes with RNC Chair Joe Gruters saying he was "shocked" to witness Trump eat "french fries, a McDonald’s Quarter Pounder hamburger, a Big Mac and a Filet-O-Fish" in one sitting (5/6)
January 1, 2026 at 4:11 PM
Just take a moment to imagine how MASSIVELY gross you would feel after eating this.
Reposted by Mike
“Would you be surprised if President Trump directs the DOJ to indict you?”
Jack Smith: “No.”
Jack Smith: “No.”
December 31, 2025 at 8:44 PM
“Would you be surprised if President Trump directs the DOJ to indict you?”
Jack Smith: “No.”
Jack Smith: “No.”
Reposted by Mike
JACK SMITH: “The attack that happened at the Capitol does not happen without Trump. The other co-conspirators were doing this for his benefit.”
January 1, 2026 at 1:42 AM
JACK SMITH: “The attack that happened at the Capitol does not happen without Trump. The other co-conspirators were doing this for his benefit.”
Reposted by Mike
With historic PE's, remember to keep in mind interest rates too. A 20x market PE and a 4% 10yr is relatively cheaper than a 15x PE and a 6% 10yr.
(Before you come at me, I know this math doesn't work across all cycles. But PE's from the early 80s are just not comparable to PE's during QE.)
(Before you come at me, I know this math doesn't work across all cycles. But PE's from the early 80s are just not comparable to PE's during QE.)
BofA: S&P 500 trades rich on almost everything...19 of 20 valuation metrics stretched
The S&P 500 is statistically expensive on 18 of 20 metrics and has never been more expensive on Market Cap to GDP, P/BV, P/OCF and EV/Sales.
The S&P 500 is statistically expensive on 18 of 20 metrics and has never been more expensive on Market Cap to GDP, P/BV, P/OCF and EV/Sales.
January 1, 2026 at 1:36 PM
With historic PE's, remember to keep in mind interest rates too. A 20x market PE and a 4% 10yr is relatively cheaper than a 15x PE and a 6% 10yr.
(Before you come at me, I know this math doesn't work across all cycles. But PE's from the early 80s are just not comparable to PE's during QE.)
(Before you come at me, I know this math doesn't work across all cycles. But PE's from the early 80s are just not comparable to PE's during QE.)
Reposted by Mike
“They say aspirin is good for thinning out the blood, and I don’t want thick blood pouring through my heart,” Trump said. “I want nice, thin blood pouring through my heart. Does that make sense?” www.wsj.com/us-news/as-s...
Exclusive | As Signs of Aging Emerge, Trump Responds With Defiance
In an interview, President Trump—the oldest man to assume the office—said he has eschewed some advice from his doctors and regrets getting advanced imaging.
www.wsj.com
January 1, 2026 at 1:36 PM
“They say aspirin is good for thinning out the blood, and I don’t want thick blood pouring through my heart,” Trump said. “I want nice, thin blood pouring through my heart. Does that make sense?” www.wsj.com/us-news/as-s...
Reposted by Mike
Marc Andreessen Is a Traitor, by @adamgurri.liberalcurrents.com. "To his dying day, Andreessen will surely believe that they are the traitors, that he was the one who was betrayed. But the only traitor is Andreessen himself." www.liberalcurrents.com/marc-andrees...
Marc Andreessen Is a Traitor
It is the tech oligarchs, not young radicals, who have turned against the system that made them.
www.liberalcurrents.com
January 1, 2026 at 1:29 PM
Marc Andreessen Is a Traitor, by @adamgurri.liberalcurrents.com. "To his dying day, Andreessen will surely believe that they are the traitors, that he was the one who was betrayed. But the only traitor is Andreessen himself." www.liberalcurrents.com/marc-andrees...
Reposted by Mike
Last night, as healthcare costs were poised to double for millions of Americans, Trump auctioned a PAINTING OF JESUS FOR $2.5 MILLION to a crowd of millionaires and billionaires who paid $1,500 a ticket to be in room.
It’s a helluva thing that’s a true and a correct sentence
It’s a helluva thing that’s a true and a correct sentence
January 1, 2026 at 1:58 PM
Last night, as healthcare costs were poised to double for millions of Americans, Trump auctioned a PAINTING OF JESUS FOR $2.5 MILLION to a crowd of millionaires and billionaires who paid $1,500 a ticket to be in room.
It’s a helluva thing that’s a true and a correct sentence
It’s a helluva thing that’s a true and a correct sentence
Reposted by Mike
the federal government is very explicit about their agenda of ethnic cleansing and yet basically nobody in our political apparatus—especially the media—seems to acknowledge this fact
December 31, 2025 at 11:20 PM
the federal government is very explicit about their agenda of ethnic cleansing and yet basically nobody in our political apparatus—especially the media—seems to acknowledge this fact
Reposted by Mike
Trump shutting down NASA’s largest library: “Holdings from the library at the Goddard Space Flight Center, which includes unique documents from the early 20th century to the Soviet space race, will be warehoused or thrown out.” Via NYT
NASA’s Largest Library Is Closing Amid Staff and Lab Cuts
www.nytimes.com
December 31, 2025 at 8:22 PM
Trump shutting down NASA’s largest library: “Holdings from the library at the Goddard Space Flight Center, which includes unique documents from the early 20th century to the Soviet space race, will be warehoused or thrown out.” Via NYT
Reposted by Mike
Amazing
December 31, 2025 at 5:10 PM
Amazing
Reposted by Mike
This $500 "Trump phone" was a lazy rebrand of a $169 Chinese phone. Since they can't admit tariffs delayed things they're blaming the government shutdown, despite this having nothing to do with government.
They can't even grift competently.
They can't even grift competently.
Trump family business delays launch of $499 gold smartphone
US-made device planned by end of year hit by recent government shutdown affecting shipments
www.theguardian.com
December 31, 2025 at 4:51 PM
This $500 "Trump phone" was a lazy rebrand of a $169 Chinese phone. Since they can't admit tariffs delayed things they're blaming the government shutdown, despite this having nothing to do with government.
They can't even grift competently.
They can't even grift competently.
Reposted by Mike
The admin said its first boat-strike killed 11 “terrorists.”
Except, experts and insiders say drug smugglers wouldn’t waste fuel carrying so many people.
www.nytimes.com/2025/12/31/u...
Except, experts and insiders say drug smugglers wouldn’t waste fuel carrying so many people.
www.nytimes.com/2025/12/31/u...
December 31, 2025 at 3:48 PM
The admin said its first boat-strike killed 11 “terrorists.”
Except, experts and insiders say drug smugglers wouldn’t waste fuel carrying so many people.
www.nytimes.com/2025/12/31/u...
Except, experts and insiders say drug smugglers wouldn’t waste fuel carrying so many people.
www.nytimes.com/2025/12/31/u...
Reposted by Mike
"America’s Housing Crunch Has the Wrong Villain" www.aei.org/economics/am...
"Institutional investors aren’t the cause of housing distortions but a response to them."
"Institutional investors aren’t the cause of housing distortions but a response to them."
December 31, 2025 at 4:15 PM
"America’s Housing Crunch Has the Wrong Villain" www.aei.org/economics/am...
"Institutional investors aren’t the cause of housing distortions but a response to them."
"Institutional investors aren’t the cause of housing distortions but a response to them."
Reposted by Mike
A lot of Blueskiers are going to dismiss this observation because of the source, but it is correct. I'll just add that I don't think there's anything special about single-family homes that means they should never be rentals, any more than there's a rule that multifamily units should never be condos.
"America’s Housing Crunch Has the Wrong Villain" www.aei.org/economics/am...
"Institutional investors aren’t the cause of housing distortions but a response to them."
"Institutional investors aren’t the cause of housing distortions but a response to them."
December 31, 2025 at 4:38 PM
A lot of Blueskiers are going to dismiss this observation because of the source, but it is correct. I'll just add that I don't think there's anything special about single-family homes that means they should never be rentals, any more than there's a rule that multifamily units should never be condos.
Reposted by Mike
Important and thoughtful article worth your time
@gregsargent.bsky.social points out that Trump/Miller overestimated how many Trump voters lacked a conscience and overstepped their cruel pursuit of hard working immigrants
@gregsargent.bsky.social points out that Trump/Miller overestimated how many Trump voters lacked a conscience and overstepped their cruel pursuit of hard working immigrants
Trump and Stephen Miller are actually failing in crucial ways. Deportations are lagging behind their goals, courts are mostly functioning, and their fascist, ethnonationalist cruelties have unleashed a countermobilization of unexpected scope and power.
New from me:
newrepublic.com/article/2046...
New from me:
newrepublic.com/article/2046...
December 31, 2025 at 3:49 PM
Important and thoughtful article worth your time
@gregsargent.bsky.social points out that Trump/Miller overestimated how many Trump voters lacked a conscience and overstepped their cruel pursuit of hard working immigrants
@gregsargent.bsky.social points out that Trump/Miller overestimated how many Trump voters lacked a conscience and overstepped their cruel pursuit of hard working immigrants
Reposted by Mike
Remember when Biden cut off Mississippi because Brett Favre was building volleyball gyms with welfare money
Trumpers are pushing the Somali Medicaid fraud because racism sells and it distracts from the Esptein files deanbaker22.substack.com/p/fraud-drug...
Fraud, Drugs, and Hope for 2026
Trump lies about Somali fraud and drug prices, but there is hope on global warming
deanbaker22.substack.com
December 31, 2025 at 4:10 PM
Remember when Biden cut off Mississippi because Brett Favre was building volleyball gyms with welfare money
Reposted by Mike
WATCH: Local CBS followed up with a day care in the viral Nick Shirley *report* — video shows kids were dropped off right before/after he demanded entry.
Would you have wanted want your kid’s day care to let him in? Now they’re getting harassed, and Trump has cut all Minnesota daycare funding.
Would you have wanted want your kid’s day care to let him in? Now they’re getting harassed, and Trump has cut all Minnesota daycare funding.
December 31, 2025 at 2:58 PM
WATCH: Local CBS followed up with a day care in the viral Nick Shirley *report* — video shows kids were dropped off right before/after he demanded entry.
Would you have wanted want your kid’s day care to let him in? Now they’re getting harassed, and Trump has cut all Minnesota daycare funding.
Would you have wanted want your kid’s day care to let him in? Now they’re getting harassed, and Trump has cut all Minnesota daycare funding.
Reposted by Mike
Criminal
Federal officials claimed Operation Midway Blitz was supposed to make Chicago safe. Instead they killed a man, shot a woman five times, tear-gassed a 1-yr-old, separated families and brutalized people across the city... not to mention an extraordinary number of incidents of reckless driving.
Chicago Under Siege: How Operation Midway Blitz Changed Our City
Federal agents arrested thousands during an unprecedented immigration mission in Chicago. They also killed a man, shot a woman five times, tear-gassed a 1-year-old, separated families and brutalized p...
blockclubchicago.org
December 31, 2025 at 2:30 PM
Criminal