Lou Mannheim

Opinion | Pay Attention to How You Pay Attention

www.nytimes.com/2025/12/07/o...

Ezra Klein on "social" media. He veers in all different directions. But this was a fun fact. Only 7%(!) of time on Instagram is spent viewing content from friends. We need a better word for "influencer". But these are "media" sites. Not social networks.

Make Money Not War: Trump’s Real Plan for Peace in Ukraine The Kremlin pitched the White House on peace through business. To Europe’s dismay, the president and his envoy are on board.

When these people talk about Ukraine and Russia, it's helpful to keep this article in mind: www.wsj.com/world/russia...

What about Indiana?

It's legit civil unrest

In Jan 2029, after a Dem has taken office, they should sell tickets to give people turns with the wrecking ball controls.

Be proud of yourself for being "contrarian"

Yeah. During COVID lockdown, some tent camps popped up on some sides streets in midtown. I hope this doesnt mean they will return.

Lol ... "Downside protection"

Zohran Mamdani to stop all homeless encampment sweeps as NYC mayor, ending key Adams initiative The Democratic Socialist flatly told reporters at an unrelated press conference in Manhattan that he would stop all sweeps of makeshift settlements come the new year when he is sworn in as mayor.

I hope this doesn't mean what it sounds like it means.

nypost.com/2025/12/04/u...

How to be a VALUE investor:
(1) Look for stocks near their 52 week low.
(2) Convince yourself that their problems are temporary.
(3) When they miss earnings, say "We expected this."
(4) When everything goes wrong, say "Look how cheap it is"

We watch Peacock too ... But for a much less cool reason. SNL re-runs ;)

I gotta admit. I had no idea HBOMax was that big

Opinion | What Trump Is Really Doing With His Boat Strikes

www.nytimes.com/2025/12/05/o...

US airstrike survivors clung to boat wreckage for an hour before second deadly attack, video shows Footage seen by US senators shows two unarmed, shirtless men struggling to stay afloat before they were killed, sources say

www.theguardian.com/us-news/2025...

One of the hardest things (for me) about being a stock picker:

To remember the goal is to make money. Not pick "good businesses".

Visa and Costco are ruining my holiday spirit.

Wow. Proud dad moment.

She'll change her mind after she watches Goodfellas like a dozen more times.

I want a new CNBC show with @carlquintanilla.bsky.social and @michaelsantoli.bsky.social from 7am to 9am everyday.

@cnbc.com make it happen

Merger arb toything for the next 12 months. And even if they manage to close this deal, how long before it turns ROI positive? Stock is dead

So much makeup.

Sara has a new look. Is she dressing up to look more Trump circle esqe?

Ha. He's entertaining. And he sounds smart! But if you were to "read" his comments, it's mostly drivel.

"I remember 35 years ago..."

Ha! That was my first thought too. Man, warner brothers has seen some shit.

Yes yes. People are only worried about the cost of groceries because CNN told them to be.

I wish! Was he good?

Agreed. How was it not?!

YTD, 32% of the stocks in the S&P 500 are outperforming the overall index.

However, 44% of them are outperforming the "equal weight" index.

Another good year for big-cap tech!

The President Who Never Grew Up Instead of focusing on governing, Trump spends his days chasing entertainment, attention and renovation projects that reflect a presidency stuck in adolescence.

J-MART: ".. he’s turned the office into an adult fantasy camp .. brazen corruption, near-daily vulgarity and handing out pardons like lollipops ..

".. the country has never seen such an indulgent head of state."

@politico.com
www.politico.com/news/magazin...