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
"Premiums for consumers buying aluminium on the physical market in the U.S. have hit record highs, driven by steep import tariffs and tight supplies globally." www.reuters.com/world/china/...
November 11, 2025 at 12:11 PM
"Premiums for consumers buying aluminium on the physical market in the U.S. have hit record highs, driven by steep import tariffs and tight supplies globally." www.reuters.com/world/china/...
Reposted by Mike
November 11, 2025 at 10:55 AM
Reposted by Mike
Prominent Afrikaners refuse to be 'pawns,' and hit back at Trump's claims about South Africa www.npr.org/2025/11/10/n...
Prominent Afrikaners refuse to be 'pawns,' and hit back at Trump's claims about South Africa
Prominent Afrikaners are pushing back after President Trump announced no U.S. officials will attend the G20 in Johannesburg, rejecting his claims of "white persecution" in South Africa as false and po...
www.npr.org
November 11, 2025 at 3:56 AM
Prominent Afrikaners refuse to be 'pawns,' and hit back at Trump's claims about South Africa www.npr.org/2025/11/10/n...
This is 40% less than the Trump Admin spent to bail out Sec Bessent’s buddies who were bag holders of Argentine sovereign debt.
The fight tonight was over about $25 billion. Thats about 2.5% of the Defense budget. Would cover a year of the enhanced ACA credits. Republicans said that’s unaffordable.
November 11, 2025 at 3:56 AM
This is 40% less than the Trump Admin spent to bail out Sec Bessent’s buddies who were bag holders of Argentine sovereign debt.
My experience of the promotion of veganism started in the late 80s/early 90s in LA. Vegans were intolerable scolds. Note that the nasty scold was also the villain in ever 80s teen movie. I see it as a marketing problem: make it more about personal health than sacrifice about saving the environment.
also imagine a million of these posts, forever
November 11, 2025 at 3:49 AM
My experience of the promotion of veganism started in the late 80s/early 90s in LA. Vegans were intolerable scolds. Note that the nasty scold was also the villain in ever 80s teen movie. I see it as a marketing problem: make it more about personal health than sacrifice about saving the environment.
The impact to discretionary spending of the 24mm Americans enrolled in ACA health insurance plans is going to significant due to massive increases in premiums.
Recession confirmed
My ACA current plan is going from $385/mo to $821/mo.
November 11, 2025 at 3:42 AM
The impact to discretionary spending of the 24mm Americans enrolled in ACA health insurance plans is going to significant due to massive increases in premiums.
Reposted by Mike
Found the tweet that Joyce Carol Oates bodied Elon Musk with and it's so beautiful in its eloquent, simple take down. So much so he's crashing out trying to prove he reads books now. Put this in the Louvre.
November 10, 2025 at 8:26 PM
Found the tweet that Joyce Carol Oates bodied Elon Musk with and it's so beautiful in its eloquent, simple take down. So much so he's crashing out trying to prove he reads books now. Put this in the Louvre.
Reposted by Mike
Who imposed tariffs?
Who cut immigration, destroying the ag workforce?
Who undermined the Fed?
Who halted renewable energy?
Who's running deficits?
Who cut immigration, destroying the ag workforce?
Who undermined the Fed?
Who halted renewable energy?
Who's running deficits?
Mike Johnson: "That's the reason the inflation is up, the cost of living is up so high -- because of the policies of the previous administration. Now, we're working to root those policies out and implement our own, but it takes a little time."
November 11, 2025 at 2:43 AM
Who imposed tariffs?
Who cut immigration, destroying the ag workforce?
Who undermined the Fed?
Who halted renewable energy?
Who's running deficits?
Who cut immigration, destroying the ag workforce?
Who undermined the Fed?
Who halted renewable energy?
Who's running deficits?
Reposted by Mike
The thing about the "I voted against this" position Schumer is taking is that either he is trying to mislead Dem voters by implying he didn't support reopening right now, or he has no control over his caucus.
November 10, 2025 at 9:35 PM
The thing about the "I voted against this" position Schumer is taking is that either he is trying to mislead Dem voters by implying he didn't support reopening right now, or he has no control over his caucus.
💯 reminds me of my father when he suffered from Alzheimer’s. My dad would hear a snippet of a topic on the news and then conflate it into an exaggerated and distorted version of reality.
Trump on Newsom: "He did something even worse than that. He's now taking a big section of Palisades or some area and he's gonna build low income income where they used to have luxury housing."
November 11, 2025 at 12:34 AM
💯 reminds me of my father when he suffered from Alzheimer’s. My dad would hear a snippet of a topic on the news and then conflate it into an exaggerated and distorted version of reality.
Reposted by Mike
How confident are US importers in the holiday shopping season and beyond?
Let’s just say inbound container units are expected to be DOWN 14.4% this month — and 17.9% next month.
@bloomberg.com $XLY
www.bloomberg.com/news/article...
Let’s just say inbound container units are expected to be DOWN 14.4% this month — and 17.9% next month.
@bloomberg.com $XLY
www.bloomberg.com/news/article...
November 10, 2025 at 11:59 PM
How confident are US importers in the holiday shopping season and beyond?
Let’s just say inbound container units are expected to be DOWN 14.4% this month — and 17.9% next month.
@bloomberg.com $XLY
www.bloomberg.com/news/article...
Let’s just say inbound container units are expected to be DOWN 14.4% this month — and 17.9% next month.
@bloomberg.com $XLY
www.bloomberg.com/news/article...
Reposted by Mike
Warren Buffett now owns a staggering 5.6% of the entire U.S. Treasury Bill Market 🚨🚨🚨
November 10, 2025 at 11:27 PM
Warren Buffett now owns a staggering 5.6% of the entire U.S. Treasury Bill Market 🚨🚨🚨
Reposted by Mike
The reasons healthcare is expensive are straightforward, and the list does not include Obamacare cepr.net/publications...
Why Is Healthcare Expensive?
Americans overpay for healthcare due to drug patents, private insurance waste, and inflated medical salaries—despite Obamacare slowing cost growth.
cepr.net
November 3, 2025 at 4:52 PM
The reasons healthcare is expensive are straightforward, and the list does not include Obamacare cepr.net/publications...
Reposted by Mike
In the most predictable development ever, Mike Johnson is not committing to hold a House vote on ACA subsidies
November 10, 2025 at 10:19 PM
In the most predictable development ever, Mike Johnson is not committing to hold a House vote on ACA subsidies
Reposted by Mike
“.. As the raids have continued, consumers have started to question whether the company’s silence makes it an accomplice to the sweeps rather than merely the backdrop. .. A backlash is coming for the company.”
@bloomberg.com $HD
www.bloomberg.com/opinion/arti...
@bloomberg.com $HD
www.bloomberg.com/opinion/arti...
November 10, 2025 at 12:48 PM
“.. As the raids have continued, consumers have started to question whether the company’s silence makes it an accomplice to the sweeps rather than merely the backdrop. .. A backlash is coming for the company.”
@bloomberg.com $HD
www.bloomberg.com/opinion/arti...
@bloomberg.com $HD
www.bloomberg.com/opinion/arti...
Reposted by Mike
Warren Buffett with his always elegant wit does a praise of public schools, family doctors and kindness [to whom it may concern]. His plan is to give all away. And he reminds us that "when you help someone in any of thousands of ways, you help the world. Kindness is costless but also priceless." WB
November 10, 2025 at 9:59 PM
Warren Buffett with his always elegant wit does a praise of public schools, family doctors and kindness [to whom it may concern]. His plan is to give all away. And he reminds us that "when you help someone in any of thousands of ways, you help the world. Kindness is costless but also priceless." WB
Reposted by Mike
Huh well it turns out I heard from a few federal workers about this and well
"We civil servants organized to help our colleagues face the hardship of the shutdown, we put up with the pain and our only request was to not be betrayed like this. Trade our pain, make it count."
"We civil servants organized to help our colleagues face the hardship of the shutdown, we put up with the pain and our only request was to not be betrayed like this. Trade our pain, make it count."
November 10, 2025 at 9:30 PM
Huh well it turns out I heard from a few federal workers about this and well
"We civil servants organized to help our colleagues face the hardship of the shutdown, we put up with the pain and our only request was to not be betrayed like this. Trade our pain, make it count."
"We civil servants organized to help our colleagues face the hardship of the shutdown, we put up with the pain and our only request was to not be betrayed like this. Trade our pain, make it count."
Reposted by Mike
Finally, someone is standing up for my right to dodge marijuana taxes
www.nbcnews.com/politics/con...
Sen. Rand Paul said he will not support speedy passage of a deal to reopen the government because of a provision that would make some THC products illegal.
Sen. Rand Paul said he will not support speedy passage of a deal to reopen the government because of a provision that would make some THC products illegal.
The government shutdown may last longer because of a fight over hemp
Sen. Rand Paul, R-Ky., said he will not support speedy passage of a deal to reopen the government because of a provision that would make some THC products illegal.
www.nbcnews.com
November 10, 2025 at 9:22 PM
Finally, someone is standing up for my right to dodge marijuana taxes
Reposted by Mike
What a great few weeks it’s been for people once pardoned by Trump.
@nytimes.com @nbcnews.com @npr.org @politico.com
@nytimes.com @nbcnews.com @npr.org @politico.com
November 10, 2025 at 8:39 PM
What a great few weeks it’s been for people once pardoned by Trump.
@nytimes.com @nbcnews.com @npr.org @politico.com
@nytimes.com @nbcnews.com @npr.org @politico.com
Reposted by Mike
Reposted by Mike
“I swore an oath to the Constitution, not a person," she says. "I just really, really implore my peers and everybody outside looking in, to just think about that. Really think about that, and think about what that means. And if there are questions, ask them. Keep talking."
In an encrypted group chat, National Guard members question Trump deployments
As President Trump's call for National Guard deployments rings out across the U.S., a small contingent of Ohio guard members is quietly expressing concern in an encrypted group chat.
www.npr.org
November 10, 2025 at 7:05 PM
“I swore an oath to the Constitution, not a person," she says. "I just really, really implore my peers and everybody outside looking in, to just think about that. Really think about that, and think about what that means. And if there are questions, ask them. Keep talking."
Reposted by Mike
this will not end well dot timestamp
This is insane. This is *literally* doing the same mechanics of the housing crisis and 2008 recession but to create debt to finance construction of AI data centers
www.nytimes.com/2025/11/08/b...
www.nytimes.com/2025/11/08/b...
November 10, 2025 at 4:34 PM
this will not end well dot timestamp
Reposted by Mike
The 2025 economy is worse than the 2024 economy in almost every way
When it comes to affordability, "Trump risks being in a similar position as his predecessor, defending his record by pointing to statistics that don’t capture a troubling reality that many Americans are feeling," writes @ericalgj.bsky.social www.nytimes.com/2025/11/10/u...
Trump Tries to Seize ‘Affordability’ Message
www.nytimes.com
November 10, 2025 at 2:50 PM
The 2025 economy is worse than the 2024 economy in almost every way
Reposted by Mike
It amuses me how low the Conehead has fallen. open.substack.com/pub/infinite...
Marc Andreessen as Avatar for Societal Decay
How one venture capitalist represents everything wrong with social media
open.substack.com
November 10, 2025 at 2:48 PM
It amuses me how low the Conehead has fallen. open.substack.com/pub/infinite...
Reposted by Mike
Tell me you don’t understand risk pools without telling me you don’t understand risk pools
November 10, 2025 at 3:02 PM
Tell me you don’t understand risk pools without telling me you don’t understand risk pools