Lou Mannheim
@loumannheim87.bsky.social
Chief investment officer. Former sell-side, former buy-side. Not Jon Hamm. New Yorker. Wants coffee.
Trying to read between the lines here. Feels like Nick is signaling that a cut is slightly more likely.
www.wsj.com/economy/cent...
www.wsj.com/economy/cent...
Fed Chair Powell’s Allies Provide Opening for December Rate Cut
A divided committee, missing data and a whiff of stagflation leave Powell to choose between two paths—each with drawbacks
www.wsj.com
November 25, 2025 at 2:17 AM
Trying to read between the lines here. Feels like Nick is signaling that a cut is slightly more likely.
www.wsj.com/economy/cent...
www.wsj.com/economy/cent...
Google and Broadcom (AVGO) relationship
November 24, 2025 at 4:34 PM
Google and Broadcom (AVGO) relationship
Monday morning means thinking music
November 24, 2025 at 3:08 PM
Monday morning means thinking music
Reposted by Lou Mannheim
Yo... have you checked out Josh's @bsky.app Starter Pack?
bsky.app/starter-pack...
cc: @carlquintanilla.bsky.social @livesquawknews.bsky.social @ritholtz.bsky.social @conorsen.bsky.social @tker.co @ljkawa.bsky.social
bsky.app/starter-pack...
cc: @carlquintanilla.bsky.social @livesquawknews.bsky.social @ritholtz.bsky.social @conorsen.bsky.social @tker.co @ljkawa.bsky.social
bsky.app
November 24, 2025 at 2:31 PM
Yo... have you checked out Josh's @bsky.app Starter Pack?
bsky.app/starter-pack...
cc: @carlquintanilla.bsky.social @livesquawknews.bsky.social @ritholtz.bsky.social @conorsen.bsky.social @tker.co @ljkawa.bsky.social
bsky.app/starter-pack...
cc: @carlquintanilla.bsky.social @livesquawknews.bsky.social @ritholtz.bsky.social @conorsen.bsky.social @tker.co @ljkawa.bsky.social
The best part about this? The new AI champ can afford to pay its bills. ... Does this push OpenAI towards an acquisition by Microsoft?
The drastic jump in improvement for Gemini 3 over its predecessor, Gemini 2.5, came from better pre-training alone, according to co-lead Oriol Vinyals. This goes against the recent narrative of diminishing gains from scaling pre-training. Learn more: https://thein.fo/48mj05c
Google Unseats Anthropic With Gemini 3
Before we get to Gemini 3, we want to highlight this morning’s news that former Harvard University President Larry Summers has resigned from OpenAI’s board of directors following a congressional commi...
thein.fo
November 23, 2025 at 11:43 PM
The best part about this? The new AI champ can afford to pay its bills. ... Does this push OpenAI towards an acquisition by Microsoft?
At the barber in Brooklyn this morning. Still trying to wrap my head around it.
November 22, 2025 at 3:42 PM
At the barber in Brooklyn this morning. Still trying to wrap my head around it.
Reposted by Lou Mannheim
"We own these two stocks that attract the gullible and conspiracy-minded and were surprised to learn that many of those same investors have lots of exposure to bitcoin..."
November 21, 2025 at 6:37 PM
"We own these two stocks that attract the gullible and conspiracy-minded and were surprised to learn that many of those same investors have lots of exposure to bitcoin..."
MSFT fwd PE multiple. Quite a correction recently.
November 21, 2025 at 2:39 PM
MSFT fwd PE multiple. Quite a correction recently.
1m tbill yield is higher. The rest of the curve is lower. Ie, they're not gonna cut. But we're still screwed long term.
November 20, 2025 at 8:33 PM
1m tbill yield is higher. The rest of the curve is lower. Ie, they're not gonna cut. But we're still screwed long term.
You can see the market inflected lower at 10:40ish this morning. What happened then?
November 20, 2025 at 4:26 PM
You can see the market inflected lower at 10:40ish this morning. What happened then?
December rate cut odds went from 24.5% to 31.9% after the payroll release
November 20, 2025 at 1:42 PM
December rate cut odds went from 24.5% to 31.9% after the payroll release
GOOGL new all-time high on the back of good reviews for Gemini 3 (Thanks @weisenthal.bsky.social ) ... I remember debating back in the spring if they were in secular decline!
November 19, 2025 at 5:12 PM
GOOGL new all-time high on the back of good reviews for Gemini 3 (Thanks @weisenthal.bsky.social ) ... I remember debating back in the spring if they were in secular decline!
Google up today on positive reviews for Gemini 3 (which came out yesterday). Seriously? I had to go look. www.tomsguide.com/ai/i-just-te...
I just tested Gemini 3 vs ChatGPT-5.1 — and one AI crushed the competition
Here's what happened in 9 challenging tests
www.tomsguide.com
November 19, 2025 at 4:25 PM
Google up today on positive reviews for Gemini 3 (which came out yesterday). Seriously? I had to go look. www.tomsguide.com/ai/i-just-te...
Target on this morning's call: "As we approach the holidays, we know consumers remain cautious. Sentiment is at a three-year low amid concerns about jobs, affordability, and tariffs."
November 19, 2025 at 2:00 PM
Target on this morning's call: "As we approach the holidays, we know consumers remain cautious. Sentiment is at a three-year low amid concerns about jobs, affordability, and tariffs."
I didnt care before. But now I know their sauce is super secret, I kinda feel like I must. www.wsj.com/lifestyle/ra...
How America’s Hottest Chicken Chain Keeps Its Secret Sauce a Secret
Raising Cane’s has a series of security protocols, including shipping ingredients in unmarked bags, to protect its moneymaker
www.wsj.com
November 19, 2025 at 2:55 AM
I didnt care before. But now I know their sauce is super secret, I kinda feel like I must. www.wsj.com/lifestyle/ra...
What a day. QQQ
November 18, 2025 at 9:03 PM
What a day. QQQ
While we're all waiting for Cloudflare to come online. This was interesting. nymag.com/intelligence...
A Theory of Dumb
What if the cause of Americans’ collective cognitive decline is, simply, each other?
nymag.com
November 18, 2025 at 2:06 PM
While we're all waiting for Cloudflare to come online. This was interesting. nymag.com/intelligence...
The S&P 500 closed below its 50-day moving average for the first time since April today.
So who are the worst offenders? Of the top 100 largest members, these 20 are below their 50-day average by the most.
So who are the worst offenders? Of the top 100 largest members, these 20 are below their 50-day average by the most.
November 17, 2025 at 10:29 PM
The S&P 500 closed below its 50-day moving average for the first time since April today.
So who are the worst offenders? Of the top 100 largest members, these 20 are below their 50-day average by the most.
So who are the worst offenders? Of the top 100 largest members, these 20 are below their 50-day average by the most.
This is interesting. The price of Bitcoin / triple-levered QQQ's (TQQQ) over time. The spring market meltdown was a big divergence. But otherwise, it's kinda correlated. (Kinda.)
November 17, 2025 at 6:50 PM
This is interesting. The price of Bitcoin / triple-levered QQQ's (TQQQ) over time. The spring market meltdown was a big divergence. But otherwise, it's kinda correlated. (Kinda.)
Today I learned what a "halving cycle" is
November 17, 2025 at 6:43 PM
Today I learned what a "halving cycle" is
This is why we love sports today
bit.ly/4r42HRN
No. 4 Alabama loses at home to No. 11 Oklahoma. Up next: No. 5 Georgia hosts No. 10 Texas. Follow AP for live coverage.
No. 4 Alabama loses at home to No. 11 Oklahoma. Up next: No. 5 Georgia hosts No. 10 Texas. Follow AP for live coverage.
November 16, 2025 at 12:24 AM
This is why we love sports today
Wow. Scorsese wrote a book about the conversations with his priest. If I wasn't scared of feeling things, I bet this is a pretty good read.
November 15, 2025 at 5:10 PM
Wow. Scorsese wrote a book about the conversations with his priest. If I wasn't scared of feeling things, I bet this is a pretty good read.
November 15, 2025 at 5:02 PM
Reposted by Lou Mannheim
In yesterday's Odd Lots newsletter, I wrote about the book that I've recommended to more people than any other, and which has incredible things to say about digital media, despite having been published 40 years ago
Sub to the newsletter here:
www.bloomberg.com/account/news...
Sub to the newsletter here:
www.bloomberg.com/account/news...
November 14, 2025 at 7:23 PM
In yesterday's Odd Lots newsletter, I wrote about the book that I've recommended to more people than any other, and which has incredible things to say about digital media, despite having been published 40 years ago
Sub to the newsletter here:
www.bloomberg.com/account/news...
Sub to the newsletter here:
www.bloomberg.com/account/news...