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loumannheim87.bsky.social
Chief investment officer. Weekend macro guy. Former sell-side, former buy-side. Now waxes poetic and tries to look smart. "Stick to the fundamentals, that's how IBM and Hilton were built."
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Posts 24 Comments 26

I, for one, am shocked. Shocked.

submitted 22 hours ago • 0 comments

REVISED UP WOW 3.5% level means highest since 1995!!!! This is going to catch a bunch of Fed attention.

submitted 1 day ago • 16 comments

A defining policy battle is about to come to a head in this country. The Republican budget will force everyone - especially Congress and the White House - to make plain whether they are prepared to harm the rest of us in order to fund tax cuts for the wealthiest.

submitted 1 day ago • 731 comments

As good a reason as any...

submitted 1 day ago • 1 comment

“UMich consumer inflation expectations for the next 5-10 years now up to 3.5% ... we haven't seen that since April 1995. The increase over the past 2 months has been the largest since February 2009.” (via Kevin Gordon)

submitted 1 day ago • 24 comments

Two people close to me are Federal Prosecutors. It's a goddamn shame what Trump has done to the integrity of the DOJ. slate.com/news-and-pol...

submitted 1 day ago • 0 comments

America is in its mafia don era. www.vanityfair.com/news/story/t...

submitted 2 days ago • 1 comment

WMT, top ten worst days of the past 10 years. Today is #9.

submitted 2 days ago • 1 comment

Some factoids for your maga uncle who wont shut up about the stock market.

submitted 2 days ago • 1 comment

This says it all.

submitted 2 days ago • 0 comments

For those unfamiliar with political science, Adam Przeworksi is one of the most respected scientists on democracy/authoritarianism.

submitted 3 days ago • 0 comments

$AAPL announces a new "cheap" iPhone. Reminder that product gross profit growth LTM was flat, but services profit growth was +18%. This phone is about growing the ecosystem. www.apple.com/iphone-16e/

submitted 3 days ago • 0 comments

$MSFT: "We've created an entirely new state of matter" Umm... n'kay

submitted 3 days ago • 2 comments

Eurozone stocks are having a banger YTD (+11%), but just hit a key resistance level. Maybe the potential stimulus of a post-NATO future will help them break out.

submitted 3 days ago • 0 comments

Interesting word choice there, @bloomberg.com

submitted 3 days ago • 0 comments

Glad to know our self-appointed auditors got the numbers wrong. (Twice.)

submitted 3 days ago • 0 comments

www.nytimes.com/2025/02/18/o...

submitted 4 days ago • 0 comments

Just eyeballing it, but looks like it crossed 80% about five years ago.

submitted 4 days ago • 1 comment

Interesting. I learned stuff. Smarter than your average member of Congress. www.nytimes.com/2025/02/18/o...

submitted 4 days ago • 1 comment

The sun rises through the eastern facade of Grand Central Terminal in New York City, Tuesday morning #NewYork #newyorkcity #nyc #sunrise

submitted 4 days ago • 0 comments

Just another day at Trump's DOJ... Politically motivated order. Long-time civil servant resigns instead.

submitted 4 days ago • 0 comments

Momentum L/S index is getting hit today. Boring day for most of us. But there's panic in long/short land.

submitted 4 days ago • 1 comment

Yet another plane crash with Delta airlines! I think this makes 8 since Trump took office! #USDemocracy Delta Airlines plane crashes at Toronto Airport - The Telegraph apple.news/AEl9lhc6QSEG...

submitted 5 days ago • 35 comments

We need Pete Buttigieg as a clear messenger, more than ever.

submitted 5 days ago • 1251 comments