@loumannheim87.bsky.social
Chief investment officer. Former sell-side, former buy-side. "Stick to the fundamentals, that's how IBM and Hilton were built."
www.ft.com/content/aefa...
03.08.2025 13:49 — 👍 8 🔁 3 💬 0 📌 0
You dont say...
03.08.2025 13:42 — 👍 1 🔁 0 💬 0 📌 0
Dont like BLS data because it's "biased"? Fine. Let's take a look at ADP's estimate of total payrolls. Looks like things kinda stalled right around April, eh?
02.08.2025 12:22 — 👍 33 🔁 4 💬 2 📌 1The cynical view? The days of massive unit growth are over. Any pop in any given quarter is just noise.
01.08.2025 02:06 — 👍 5 🔁 0 💬 1 📌 0Kinda Marxist, no...?
31.07.2025 20:01 — 👍 0 🔁 0 💬 0 📌 0Wow. Well, I guess it cant hurt to try!
31.07.2025 18:06 — 👍 2 🔁 0 💬 0 📌 0
White House letter demanding drug companies lower prices to MFN levels for the US (along with other demands)
17 drug companies just got this letter. We're now on to White House vs pharma in addition to White House vs auto OEMs, White House vs dropshippers, White House vs the construction and hospitality industry, etc.
31.07.2025 17:38 — 👍 363 🔁 91 💬 33 📌 64MAGA-MON! ... For the jamacain trump voters
31.07.2025 18:04 — 👍 0 🔁 0 💬 0 📌 0Cmon man. ... Really? That's the argument? I need to read up on economics and philosophy?
31.07.2025 17:59 — 👍 2 🔁 0 💬 5 📌 0Prevent being censored. Protection against seizure. Sending across borders. I get those... I guess I dont get the anti-fiat argument. Yes, dollars are taken on faith. But isnt Bitcoin too? ie, it only has value because someone on the other end of the transaction agrees it has value. right?
31.07.2025 17:58 — 👍 1 🔁 0 💬 2 📌 0ha! i dont know if I followed it. but it made me laugh anyway.
So are you of the opinion that bitcoin still has value to the James Bond villains?
Totally. It's all about the competitive process nodes these days ... Or so I hear.
(I dont know what this means.)
MSFT blurb from a substack
31.07.2025 17:43 — 👍 1 🔁 0 💬 0 📌 0I included it because of AWS, which has the same AI drivers as Azure, Oracle, or google cloud. But if we're being honest, NVDA is a N of 1
31.07.2025 17:16 — 👍 1 🔁 0 💬 1 📌 0Actually maybe it should be 7 ...
NVDA
MSFT
AMZN
META
GOOGL
ORCL
AVGO
Wait. Who are the five? NVDA, MSFT, AMZN, META, and...? Google or Oracle?
31.07.2025 15:12 — 👍 2 🔁 0 💬 1 📌 0Thanks! What is "hashpower securing settlement"? And why is that important?
29.07.2025 12:28 — 👍 0 🔁 0 💬 1 📌 0That's an interesting thought. I assumed he'd want a true lackey. But yeah maybe.
29.07.2025 02:22 — 👍 0 🔁 0 💬 0 📌 0
Could be. Sounds like they're more split than usual.
29.07.2025 02:14 — 👍 0 🔁 0 💬 1 📌 0I was with you up until the end. Why do you say "tariff uncertainty is disappearing"?
29.07.2025 02:01 — 👍 0 🔁 0 💬 1 📌 0Okay. Educate me then. What use does Bitcoin have that stablecoins do not?
29.07.2025 01:57 — 👍 0 🔁 0 💬 1 📌 0
And there's confirmation. No cuts this month
29.07.2025 01:55 — 👍 6 🔁 0 💬 1 📌 0Ha! Nice. ... It's ironic. Bitcoin is now true "fiat".
28.07.2025 11:51 — 👍 1 🔁 0 💬 0 📌 1Oooh good point. But can stablecoins be exchanged anonymously?
28.07.2025 11:46 — 👍 1 🔁 0 💬 1 📌 0
28.07.2025 11:45 — 👍 26 🔁 4 💬 0 📌 0
No good options.
president.columbia.edu/news/resolut...
23.07.2025 21:29 — 👍 2 🔁 0 💬 0 📌 0
"Due to poor weather and crop disease"... I didn't realize so much of the world's cocoa comes from Africa
23.07.2025 12:33 — 👍 3 🔁 0 💬 1 📌 0Yeah. And I like the idea of involving a state AG ... But I also wonder if just dumping the file on the public would actually be a good thing. There are probably thousands of names in there that didnt do anything wrong. Just thinking out loud.
23.07.2025 01:32 — 👍 0 🔁 0 💬 0 📌 0
