Lou Mannheim
@loumannheim87.bsky.social
Chief investment officer. Former sell-side, former buy-side. Not Jon Hamm. New Yorker. Wants coffee.
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
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.
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!
What a day. QQQ
November 18, 2025 at 9:03 PM
What a day. QQQ
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
November 15, 2025 at 5:02 PM
That would def help. But they havent forgotten the lesson of the overbuild in '03-06. They're being remarkably disciplined.
November 14, 2025 at 6:15 PM
That would def help. But they havent forgotten the lesson of the overbuild in '03-06. They're being remarkably disciplined.
If you know a friend at a pod shop, maybe do a wellness check after 4pm
November 13, 2025 at 6:54 PM
If you know a friend at a pod shop, maybe do a wellness check after 4pm
The 10, 30, and 50 are all pointing the same direction
November 13, 2025 at 6:45 PM
The 10, 30, and 50 are all pointing the same direction
QQQs and 50day. Only the 3rd time since April that we've approached the 50 day
November 13, 2025 at 6:40 PM
QQQs and 50day. Only the 3rd time since April that we've approached the 50 day
Everyone read Nick's article in the WSJ yesterday?
November 13, 2025 at 6:31 PM
Everyone read Nick's article in the WSJ yesterday?
Is anyone else confused? Are these weekly ADP figures effectively revisions to prelim Oct numbers?
November 11, 2025 at 2:05 PM
Is anyone else confused? Are these weekly ADP figures effectively revisions to prelim Oct numbers?
Unfortunately, I think this sums it up well.
November 10, 2025 at 2:41 AM
Unfortunately, I think this sums it up well.
Chicken is below. Up slightly for the year. But got a pullback recently.
November 7, 2025 at 1:55 PM
Chicken is below. Up slightly for the year. But got a pullback recently.
US CPI beef prices. All-time high and still going...
November 7, 2025 at 1:26 PM
US CPI beef prices. All-time high and still going...
Weekend at Bernie's ... except theyre not hiding it
November 7, 2025 at 12:19 PM
Weekend at Bernie's ... except theyre not hiding it
Here's the Challenger layoff data (if you exclude the White House layoffs from last Feb and Mar)
November 6, 2025 at 6:04 PM
Here's the Challenger layoff data (if you exclude the White House layoffs from last Feb and Mar)