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Mike

@mtannenbaum.bsky.social

Not really Jeff Spicoli but I did wear corduroy OP shorts and Vans as a teenager in LA. Public equities and equity derivatives analyst.

573 Followers  |  325 Following  |  3,166 Posts  |  Joined: 13.11.2024  |  1.7676

Latest posts by mtannenbaum.bsky.social on Bluesky

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basketball player kobe bryant is sitting in a chair with a towel around his neck and says `` soft '' . ALT: basketball player kobe bryant is sitting in a chair with a towel around his neck and says `` soft '' .

That is some weak ass πŸ’© for blocking you.

30.10.2025 17:54 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Here is Johnson admitting that leaving people hungry is nothing but a chess move.

🀑

30.10.2025 16:27 β€” πŸ‘ 3    πŸ” 3    πŸ’¬ 0    πŸ“Œ 0
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How a Former Trump Golf Club Worker Was Mistakenly Deported to Mexico

How a Former Trump Golf Club Worker Was Mistakenly Deported to Mexico www.nytimes.com/2025/10/30/n...

30.10.2025 15:43 β€” πŸ‘ 134    πŸ” 43    πŸ’¬ 11    πŸ“Œ 4
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Las Vegas in September: Visitor Traffic Down 9% YoY From the Las Vegas Visitor Authority: September 2025 Las Vegas Visitor Statistics Driven largely by slower midweek volumes, the destination...

Las Vegas in September: Visitor Traffic Down 9% YoY
www.calculatedriskblog.com/2025/10/las-...

30.10.2025 15:47 β€” πŸ‘ 18    πŸ” 10    πŸ’¬ 3    πŸ“Œ 2

China bought 30 million metric tons of soybeans from the US last year. This year under Trump it will be 12 million.

30.10.2025 15:10 β€” πŸ‘ 353    πŸ” 146    πŸ’¬ 53    πŸ“Œ 10
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Co-opting @peark.es

Eli Lilly just smashing Q3 earnings.

EPS was 7.02 vs 5.89 expected
Revenue 17.6 billion vs 16.1 expected.

EPS up 495% year over year.

Tirzepatide ALONE 10.1 billion in sales.

Insane numbers all around

30.10.2025 11:19 β€” πŸ‘ 24    πŸ” 4    πŸ’¬ 1    πŸ“Œ 1

Nativism is a remarkable combination of bigotry and stupidity.

30.10.2025 12:28 β€” πŸ‘ 309    πŸ” 59    πŸ’¬ 13    πŸ“Œ 5

Just one of many who at the time had incredibly stupid opinions on this subject and all of them look like idiots still. It should go without saying that no one deserves to be arrested for voicing their opinion.

30.10.2025 13:56 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
adams and JA

adams and JA

Eric Adams' reputation for corruption is so ingrained, he has to attach a disclaimer like this when he asks New Yorkers to donate money for Jamaica relief.

(via @katiehonan.bsky.social)

30.10.2025 12:30 β€” πŸ‘ 291    πŸ” 53    πŸ’¬ 8    πŸ“Œ 2

Amazing how our public health infrastructure will get mad about food dyes Because Chemicals Are Bad For You but look away from the clear health impacts of very definitely Bad For You chemicals.

30.10.2025 12:33 β€” πŸ‘ 51    πŸ” 20    πŸ’¬ 1    πŸ“Œ 2

Really interesting thread from the men’s suit guy (who is actually about far more than merely men’s fashion)

30.10.2025 12:33 β€” πŸ‘ 34    πŸ” 6    πŸ’¬ 2    πŸ“Œ 0

It does generate $1 billion+ of FCF annually. The GAAP earnings are a reflection of how the cash inflow is recognized as revenue vs the recognition of expenses.

30.10.2025 13:52 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

"the FBI director used taxpayer funds in a government shutdown to fly his country singer GF to sing at a Hulk Hogan-founded wrestling event aired on Fox Nation" is not the flashiest Trump-era headline but pound for pound it can compete with any contender

30.10.2025 12:31 β€” πŸ‘ 773    πŸ” 234    πŸ’¬ 17    πŸ“Œ 6

Absolutely amazes me that educated people would install a system like this without a failsafe, backup or feedback mechanism. It's basic stuff! Hardly even deserves to be called cybernetics. It's just part of the job, like wiping the draining board is part of the job of washing up.

30.10.2025 12:14 β€” πŸ‘ 40    πŸ” 8    πŸ’¬ 5    πŸ“Œ 0
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Top Trump Officials Are Moving Onto Military Bases Stephen Miller, Marco Rubio, Kristi Noem, and others have taken over homes that until recently housed senior officers.

And actually astonishing when you think about it: The Trump administration's top officials are choosing to separate themselves from the publicβ€”more to the point: separate themselves from any visible protestβ€”and live on military bases.

Gift link here: www.theatlantic.com/politics/arc...

30.10.2025 12:55 β€” πŸ‘ 951    πŸ” 537    πŸ’¬ 74    πŸ“Œ 145

πŸ‘†πŸ’―

29.10.2025 23:23 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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three caricatures of men with the words " this is the world we live in " ALT: three caricatures of men with the words " this is the world we live in "

It’s a land of confusion.

29.10.2025 23:21 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Oh Yeah GIF ALT: Oh Yeah GIF
29.10.2025 23:17 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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a man with a mustache is making a funny face and says oof ALT: a man with a mustache is making a funny face and says oof

Still trading at 28x FY25E P/E

29.10.2025 22:15 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

WOW! The Washington Post obtained the rest of the body cam footage showing that the drunk-driving ICE agent promised to check if the arresting officer's partner was Haitian. "I’m going to run some checks when I get back." He added that he would have him deported if "not legit."

29.10.2025 20:55 β€” πŸ‘ 4956    πŸ” 1937    πŸ’¬ 122    πŸ“Œ 122

If Trump had hoped that appointing a loyalist to the Fed would push it in a more dovish direction, he appears to have failed completely as the Fed swung in a sharply hawkish direction today.

Miran's problem is that making an utterly incoherent case for rate cuts convinced no-one.

29.10.2025 20:46 β€” πŸ‘ 769    πŸ” 164    πŸ’¬ 17    πŸ“Œ 3

DHS deceptively spliced images from different cities and times in videos sowing fear about "chaos" in Chicago and Washington, D.C., a WaPo investigation found.

DHS used footage from years ago, half the country away, or even in international waters, the Post found.

🎁 πŸ”— wapo.st/4nuDGwf

29.10.2025 19:48 β€” πŸ‘ 2475    πŸ” 1219    πŸ’¬ 100    πŸ“Œ 70

oh look America is great again

*FAA ISSUES GROUND STOP AT NEWARK AIRPORT CITING STAFFING ISSUES

29.10.2025 19:08 β€” πŸ‘ 77    πŸ” 24    πŸ’¬ 3    πŸ“Œ 1

While it's always a great time to donate to WCK, now is an especially great time. They're not only doing the work in Jamaica, they're also feeding Federal workers in D.C. during the shutdown.
wck.org

29.10.2025 18:25 β€” πŸ‘ 16    πŸ” 14    πŸ’¬ 0    πŸ“Œ 1
Ranking member of the House Homeland Security Committee Bennie G. Thompson said in a statement β€œMobile Fortify is a dangerous tool in the hands of ICE, and it puts American citizens at risk of detention and even deportation.” He also said β€œICE officials have told us that an apparent biometric match by Mobile Fortify is a β€˜definitive’ determination of a person’s status and that an ICE officer may ignore evidence of American citizenshipβ€”including a birth certificateβ€”if the app says the person is an alien. ICE using a mobile biometrics app in ways its developers at CBP never intended or tested is a frightening, repugnant, and unconstitutional attack on Americans’ rights and freedoms.”

Ranking member of the House Homeland Security Committee Bennie G. Thompson said in a statement β€œMobile Fortify is a dangerous tool in the hands of ICE, and it puts American citizens at risk of detention and even deportation.” He also said β€œICE officials have told us that an apparent biometric match by Mobile Fortify is a β€˜definitive’ determination of a person’s status and that an ICE officer may ignore evidence of American citizenshipβ€”including a birth certificateβ€”if the app says the person is an alien. ICE using a mobile biometrics app in ways its developers at CBP never intended or tested is a frightening, repugnant, and unconstitutional attack on Americans’ rights and freedoms.”

New incredible detail here: ICE says a match in its facial recognition app Mobile Fortify is a "definitive" determination of a person's status, and that this overrides birth certificates. This is an app ICE is using in the field to scan people

www.404media.co/ice-and-cbp-...

29.10.2025 15:03 β€” πŸ‘ 5731    πŸ” 3262    πŸ’¬ 201    πŸ“Œ 938

HAPPENING NOW: Portland Police Commander Franz Schoening testifies that federal officers on Oct. 18 barraged protesters with crowd control munitions β€” not because of any violence but because another federal officer accidentally shot tear gas onto the roof of the ICE facility.

29.10.2025 18:05 β€” πŸ‘ 16014    πŸ” 6262    πŸ’¬ 368    πŸ“Œ 373

This narrative isn't true though, he's a rich kid lol.

He did not need to sign up for college, and he's explicitly stated his sign up was because he wanted to have fun/play soldier, in two separate interviews

On top of that, he could have chosen any MOS that wasn't infantry, and sought it.

29.10.2025 18:07 β€” πŸ‘ 395    πŸ” 57    πŸ’¬ 15    πŸ“Œ 8

The average person if told lies constantly just stops believing anything they hear which is the point of this strategy.

29.10.2025 18:03 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Fed cuts 25 bps as expected, Miran dissent (lol loser), Schmid dissented in favor of no change (hawkish!).

QT ends December 1.

29.10.2025 18:00 β€” πŸ‘ 220    πŸ” 45    πŸ’¬ 5    πŸ“Œ 4
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.. the financial technology company would never be able to hit financial forecasts set by its former boss Frank Bisignano before he left for the Trump administration.”

@wsj.com $FI
www.wsj.com/business/c-s...

29.10.2025 17:10 β€” πŸ‘ 174    πŸ” 56    πŸ’¬ 18    πŸ“Œ 5

@mtannenbaum is following 18 prominent accounts