Lou Mannheim
@loumannheim87.bsky.social
Chief investment officer. Former sell-side, former buy-side. Not Jon Hamm. New Yorker. Wants coffee.
Which tweet? About the new chip coming soon? What's the history there. Has he overpromised/underdelivered there before?
November 24, 2025 at 4:41 PM
Which tweet? About the new chip coming soon? What's the history there. Has he overpromised/underdelivered there before?
One of the defining characteristics of the MAGA types seems to be a sadist mentality
November 24, 2025 at 2:09 PM
One of the defining characteristics of the MAGA types seems to be a sadist mentality
Left field hypothetical: Microsoft buys OpenAI. Do these go to zero?
November 24, 2025 at 1:33 PM
Left field hypothetical: Microsoft buys OpenAI. Do these go to zero?
That's a cool chart! Maybe it's not the absolute level. Maybe it's the rate of change.
November 24, 2025 at 1:06 PM
That's a cool chart! Maybe it's not the absolute level. Maybe it's the rate of change.
These fuckers will cut high earners taxes into infinity. But when it comes to healthcare for working middle class, "whoah... now... we got to talk about this"
November 24, 2025 at 3:45 AM
These fuckers will cut high earners taxes into infinity. But when it comes to healthcare for working middle class, "whoah... now... we got to talk about this"
That's intersting. Also, what's this from? Chat?
November 21, 2025 at 1:06 PM
That's intersting. Also, what's this from? Chat?
Feels like we've seen all these headlines at least 3 times this year
November 21, 2025 at 1:04 PM
Feels like we've seen all these headlines at least 3 times this year
Interesting. Where's this article from?
November 21, 2025 at 12:51 AM
Interesting. Where's this article from?
Futures market is saying 36% chance of a Dec cut
November 20, 2025 at 2:08 PM
Futures market is saying 36% chance of a Dec cut
Rate cut odds seem to disagree. December rate cut odds jumped to 35% from 24%
November 20, 2025 at 1:48 PM
Rate cut odds seem to disagree. December rate cut odds jumped to 35% from 24%
SNL thanks you, Madam Attorney General
November 19, 2025 at 5:01 PM
SNL thanks you, Madam Attorney General