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."
870 posts
614 followers
944 following
Regular Contributor
Active Commenter
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Picking up a pattern
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All these people are dicks! It's shocking. It's like a job requirement
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Video game preference...?
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Starting to think he's more like an Ackman than a Druckenmiller.
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Millionaires pay zero income taxes. But socks at Walmart now cost $50. Got it.
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I wonder how much of this stuff they actually believe versus just going along with Orange Jesus' whacky ideas until he forgets about them
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Yeah. I happen to agree with them.
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Its 10yr cagr was 14.4% (vs S&P 13.0%). So the lesson here: don't freak out over one day.
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We've found a key flaw with democracy. What happens when you elect someone who actually wants to be a dictator.
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Ha! Well, maybe they knew and did it in purpose. The SEC and Elon never got along. ;)
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Gin and tonic with a lime. Hold the tonic.
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You may find this hard to believe. ... I know they said that. But they have no intention of actually doing it.
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In time, the Citizens United ruling will be seen as the key turning point in the downfall of the American republic. (Congress wont do anything because Trump controls the $$$.)
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Weird ending to a weird day.
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Well. I would debate whether the historic average matters. But you might be right. I guess we'll see.
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Ha! I wouldnt dream of it. Most of the front half is "why did Democrats get creamed?"
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They know their core viewer. The ratings seem to take precedence.
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Amen.
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I guess so. If you're covering those short today, you might need to raise some capital to take down your long exposure.
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Fun fact. Joe Kernen went to my rival high school in Cincinnati. So did Vivek Ramaswamay. They both perfectly capture the type of arrogant ass who came out of there.
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Bloomberg Tv can be on mute and still learn lot.
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WBA, INTC, SMCI. Big losers last year. All up +10% today.
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Yeah, weird day. Somewhat of a momentum reversal. On both sides.
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I know because I used to be one of them. Not on purpose. But if you're long good companies doing well and paired with crap not doing well, well guess what? You're prob long +mo and short -mo. And if you have a drawdown cap, you'd better know which factors you're correlated to.
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It's a LOT of tweets.