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CIO of the cookie cabinet. Not Jon Hamm. Wants to be Lou Mannheim. Probably needs coffee.
Lou Mannheim









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RBADVISERS: “.. If not for politics the Fed would be raising rates. All 30 versions of the Atlanta Fed Taylor Rule continue to suggest higher inflation risks unless the Fed Funds Rate goes up.”
16h
1d
Carl Quintanilla
Carl Quintanilla
She did it! She erased Donald's curse! #letsgoknicks
Elon cutting back retail. He needs them to drive the pop when it goes live.
Anyone remember gold? That was fun for a while. Now below 200d mov avg. First time since fall 2023.
S&P 100 names. Grouped by short-term momentum. 5= best, 0= worst. Interesting to see that most of the "5" bucket is still tech!
So youre telling me there's a chance...
Core inflation below. Granted, the 3M and 6M rates are pretty volatile. But they're breaking out to the upside (compared to the last few years). So that's not great.
"The US must respond to this attack" ... #foreverwar
9h
9m
29m
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21h
23h
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Lou Mannheim
Lou Mannheim
Lou Mannheim
Lou Mannheim
Lou Mannheim
Lou Mannheim
Lou Mannheim
Lou Mannheim
Morningstar values SpaceX at $63 per share, a 53% discount to the upcoming IPO’s offering price. @soberlook thedailyshot.com/sub...
21h
Mike Zaccardi, CFA, CMT
SpaceX $SPCX retail allocation Last week: "Mom & pop investors ... are a key part of SpaceX’s strategy in the IPO, with as much as 30% of the $75 billion offering allocated to the group" Today: "Retail investors are expected to be allocated at least 20% of the available shares"
12m
Librarian Capital