Lou Mannheim
@loumannheim87.bsky.social
Chief investment officer. Former sell-side, former buy-side.
"Stick to the fundamentals, that's how IBM and Hilton were built."
"Stick to the fundamentals, that's how IBM and Hilton were built."
SNL thanks you, Madam Attorney General
November 19, 2025 at 5:01 PM
SNL thanks you, Madam Attorney General
Oh right. I knew that.
November 19, 2025 at 12:47 PM
Oh right. I knew that.
Well, that's interesting. What do you sell to them? (if you're willing to share)
November 19, 2025 at 12:46 PM
Well, that's interesting. What do you sell to them? (if you're willing to share)
Such a head-scratcher. Economy good? Good comps at TJX! Economy bad? Good comps at TJX! ... Soon the entire retail market will be TJX and ROST
November 19, 2025 at 12:40 PM
Such a head-scratcher. Economy good? Good comps at TJX! Economy bad? Good comps at TJX! ... Soon the entire retail market will be TJX and ROST
Welp. That was a good use of time.
November 18, 2025 at 10:40 PM
Welp. That was a good use of time.
I guess that's the debate. What's more useful: A forecast based on ??? Or a trend from recent data points.
I obviously agree with you. A accurate forecast would be better.
I obviously agree with you. A accurate forecast would be better.
November 18, 2025 at 7:42 PM
I guess that's the debate. What's more useful: A forecast based on ??? Or a trend from recent data points.
I obviously agree with you. A accurate forecast would be better.
I obviously agree with you. A accurate forecast would be better.
If you have a crystal ball, now would be the time to share it
November 18, 2025 at 7:30 PM
If you have a crystal ball, now would be the time to share it
Okay I'll be the one to ask. What do you mean? Isnt Trump referring to the ABC broadcast license?
November 18, 2025 at 6:52 PM
Okay I'll be the one to ask. What do you mean? Isnt Trump referring to the ABC broadcast license?
Doug- I only have one question. What in the f is going on?! Looks like we're gonna close green today now.
November 18, 2025 at 6:34 PM
Doug- I only have one question. What in the f is going on?! Looks like we're gonna close green today now.
Is that what spiked the market just now? Holy moly. You step away for a coffee...
November 18, 2025 at 5:54 PM
Is that what spiked the market just now? Holy moly. You step away for a coffee...
Haha! Dammit! I guess it's poetic justice that I was making fun of people for being stupid ... and the Gods poked my sentence and made it nonsensical.
November 18, 2025 at 1:22 PM
Haha! Dammit! I guess it's poetic justice that I was making fun of people for being stupid ... and the Gods poked my sentence and made it nonsensical.
ChatGPT and Perplexity gave me the same business. Glad it's not me
November 18, 2025 at 1:10 PM
ChatGPT and Perplexity gave me the same business. Glad it's not me
I think he was one of those guys with super-charisma. People were just drawn to him. Plus he had money and lots of powerful friends. .. It's the only thing that makes sense. Why would these people still associate with him after the charges?
November 18, 2025 at 2:34 AM
I think he was one of those guys with super-charisma. People were just drawn to him. Plus he had money and lots of powerful friends. .. It's the only thing that makes sense. Why would these people still associate with him after the charges?
Haha. I saw that clip too. And actually lol'd.
I imagine it's the same way how immigrants are applying for mortgages and buying up all the homes right after sneaking over the rio grande
I imagine it's the same way how immigrants are applying for mortgages and buying up all the homes right after sneaking over the rio grande
November 17, 2025 at 9:17 PM
Haha. I saw that clip too. And actually lol'd.
I imagine it's the same way how immigrants are applying for mortgages and buying up all the homes right after sneaking over the rio grande
I imagine it's the same way how immigrants are applying for mortgages and buying up all the homes right after sneaking over the rio grande
Well. Yeah. Seems like the long term correlation between Bitcoin and high vol tech is too real to be an accident. So I agree it's all one trade ... Maybe NVDA earnings on Wed evening will be a turning point. ... Also, Dec rate cut odds now sub 40%
November 17, 2025 at 8:04 PM
Well. Yeah. Seems like the long term correlation between Bitcoin and high vol tech is too real to be an accident. So I agree it's all one trade ... Maybe NVDA earnings on Wed evening will be a turning point. ... Also, Dec rate cut odds now sub 40%