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Mike

@mtannenbaum.bsky.social
949 followers 431 following 6.3K posts

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

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Mike @mtannenbaum.bsky.social · 17m
static.klipy.com
Casablanca: I'm Shocked! Bogart & Renault
ALT: Casablanca: I'm Shocked! Bogart & Renault
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Mike @mtannenbaum.bsky.social · 1h
Consistently underreported/underdiscussed is what a blatant eugenicist this man is.
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Hypervisible @hypervisible.blacksky.app · 18h
Eugenics 🤝 ai www.nytimes.com/2026/09/29/h...
One of the things that is going to change is that we’re never ever again going to be able to be dominated by public officials who tell us, ‘Trust the experts,’” Mr. Kennedy said during the Tuesday session.

“If somebody tells you, ‘Masks work, trust the experts,’ A.I. may tell you otherwise,” he added. “If somebody tells you, ‘Social distancing works, trust the experts,’ A.I. may correct that. And if somebody tells you that a vaccine will prevent transmission and infection, or you need to take it to protect your grandmother, A.I. may say it actually doesn’t do that.”
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egg16z 🥚 @notlikewe.bsky.social · 1h
people seem to be confusing what’s happening here: this is not Zuckerberg getting a tax break, it’s META classifying the stock issuance as an R&D expense under §174 (I assume) it isn’t particularly risky because the IRS won’t enforce it and probably will issue guidance saying it’s OK
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Barchart @barchart.com · 15h
Oracle's $ORCL Credit Default Swaps just jumped to highest level in history, while the company remains one downgrade away from junk status 👀
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Jesse Felder @jessefelder.com · 22h
'Four companies in different sectors, all aiming to raise at least $50 million, announced postponements or pulled their IPOs altogether in the past week. That makes seven in the third quarter, up from four in the second quarter and three in the first.' www.cnbc.com/2026/09/29/i...
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Mike @mtannenbaum.bsky.social · 4h
The US is on the verge of a massive health dividend if we do not squander it.
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David W (aka Flex NP) @rnflex.bsky.social · 20h
Full Retatrutide phase 3 obesity data published today. It's gonna take a minute to fill dissect this. The appendix alone has 70 pages of data. Long story short we created a drug that's almost too good. Huge chunks of people stopped or reduced doses from excess weight reductions.
nejm.org
Retatrutide, a Triple Hormone Receptor Agonist, for Treatment of Obesity | NEJM
Retatrutide is a triple-receptor agonist of glucose-dependent insulinotropic polypeptide, glucagon-like peptide-1, and glucagon receptors. In this phase 3, randomized, double-blind trial, we assign...
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Radley Balko @radleybalko.bsky.social · 6h
These ads go in the same category as brazen, easily disproven lies after ICE killings. It’s not about persuasion. It’s a display of power. They could have passed them off as PAC-funded. They added “paid for by the U.S. government” because they want us to know they can break the law with impunity.
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Carl Quintanilla @carlquintanilla.bsky.social · 8h
GATES: “.. I almost can’t believe you’re asking that.” @ezraklein.bsky.social @nytimes.com www.nytimes.com/2026/09/29/o...
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Zamafir @zamafir.bsky.social · 21h
Republicans are the greatest threat America faces.
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Amanda Mull @amandamull.bsky.social · 29/09/2026
If I had gotten hit by a car to get this photo it would have been worth it
A man in a black helmet and khaki motorcycle gear rides his motorcycle down a street in Manhattan. In the motorcycle’s sidecar, a dog that looks like a heeler mix stands at attention with his front paws up on the front of the sidecar, his eyes protected by a set of khaki motorcycle goggles. The dog is wearing a harness that sort of looks like a biker vest. He appears to be having the time of his life.
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Mike @mtannenbaum.bsky.social · 29/09/2026
and help the GOP with the midterms?
static.klipy.com
Man Says Sure-Sure-Sure on Airplane
ALT: Man Says Sure-Sure-Sure on Airplane
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Justin Wolfers @justinwolfers.bsky.social · 29/09/2026
The bond yield story just keeps getting starker.
Line chart titled "10-Year Treasury Note" showing the yield on the 10-year Treasury note from late 2025 through September 2026. Treasury yields surged dramatically to 5.29 percent on September 29, 2026, the highest level in the period shown. This represents a sharp 130 basis point increase from the October 2025 low of 3.96 percent and a particularly rapid 45 basis point climb over just the final month. After trading mostly between 4.00 and 4.75 percent for nearly a year, yields broke decisively above 5.00 percent in September 2026, signaling a fundamental shift in borrowing costs and market conditions.
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I'mTheProblemIt'sMe @spin4srv.bsky.social · 29/09/2026
Likely that data center spending is crowding out other (productive) spending at this point.
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Carl Quintanilla @carlquintanilla.bsky.social · 29/09/2026
“I am the house.” @pkrugman.bsky.social substack.com/@paulkrugman...
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ryan cooper @ryanlcooper.com · 29/09/2026
Norway has solution to this actually, stay at home parents can get their share of the public daycare subsidy as cash, that way parents are not pushed one way or the other. the problem of course is virtually no one on the center or right actually gives a shit about parents
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Mike @mtannenbaum.bsky.social · 29/09/2026
I am not sure that there is no reward to being a good person, it's just not easily measurable. I am willing to bet that men who treat women respectfully & don't tolerate sexist behavior in others are more likely to have opportunities for relationships (romantic or otherwise) with attractive people.
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Karl Schamotta @karl-schamotta.bsky.social · 29/09/2026
Dom, as usual, is highly persuasive here. The impact of the Iran shock's second wave seems to have been dulled by evidence of economic resilience and by a change in the expected policy response:
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Ian Smith @iankmsmith.ft.com · 29/09/2026
“For the last three to six months, we’ve basically just been oil traders.” Bond yields, which determine the cost of borrowing across the global economy, have been reduced to a second-order effect of crude prices since the Iran war began. with @emilydherbert.bsky.social www.ft.com/content/f894...
ft.com
Oil price and US Treasury yields in tightest relationship since 1990
Bond investors watch Iran conflict and crude price for signs as to where government borrowing costs will go
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BeijingPalmer @beijingpalmer.bsky.social · 29/09/2026
it is instructive to look back and see how much people believed this, for instance, in the mid to late 1970s.
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Mike Masnick @masnick.com · 29/09/2026
Soooooooo. As expected, the guy in that story about Muse doing FB Marketplace deals *had* in fact clicked the permission to "always allow" Muse to do things for him. Still very, very poor design by Meta such that the user didn't understand what permission he was giving...
matt.j.robb
14m
Update on letting Muse run Facebook Marketplace for me.
So I’ve spoken to 
@davidsingleton
 and the Muse team tonight and we went through the log to figure out what went wrong. Regarding the address leak. The first thing that popped up from Muse when asking it to handle my Facebook marketplace was an option with ‘Allow One Time’ or ‘Allow Always’. I clicked the latter thinking it would still send approvals to accept offers later down the line (it didn’t so be careful). 
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matt.j.robb
14m
By doing that it granted Muse permission to send messages on my behalf going forwards using a template it put together using information it asked from me. Which also included the pickup address that I did give to Muse (again I didn’t think it would send it out to everyone that gave me an offer so it’s worth checking). I mentioned to the meta team it could be easily overlooked as it was with me and they said they will be making this more clear moving forwards. 
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matt.j.robb
14m
Regarding the lowball offer situation. It accepted an offer of $600 and sent out my address to a buyer to come collect the item after I strictly set a minimum of $700 with Muse. The Meta team informed me this was an error on their end which caused a display issue removing the ‘7’ from the output to the buyer. And with it stating “Sounds good, 00 it is!” after the buyer asked for $600 it made it look to the buyer like his offer was accepted. 
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matt.j.robb
14m
I suggested to Meta that each message sent by Muse should have a little “Sent By Muse” badge underneath so everyone knows it wasn’t sent by a human as there was really no way of knowing who sent what in the chat which is very concerning.
As for the buyer, we made up and he even came by tonight to buy something else. All ended well.
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Mike @mtannenbaum.bsky.social · 29/09/2026
Good visualization of the different transit modes making up the total amount of oil leaving the Gulf.
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Sam @samd.bsky.social · 29/09/2026
it is quite confusing that “inclusionary zoning” is not the opposite of “exclusionary zoning”, but actually functions as a tool of exclusionary zoning
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Brighton Capital @brightoncap.bsky.social · 28/09/2026
Texas joins Louisiana as a snowflake state lifting diesel restrictions (state taxes; not clear who's going to cover the federal tax). Appears to be even more permissive than LA which was for farm and logging trucks only. A global refining center with already cheap fuel...
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evacide @evacide.bsky.social · 28/09/2026
Meta Muse appears to read your Apple messages and upload them to the cloud even if you explicitly tell it not to: appleinsider.com/articles/26/...
appleinsider.com
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@Above96th @above96th.bsky.social · 28/09/2026
After a weekend of rain I was determined to spend time in Central Park this morning, despite the continuing drizzle. I was rewarded with several Ruby-throated Hummingbirds in the Conservatory Garden. This was my favorite shot! ❤️❤️❤️ #Hummingbirds #CentralPark #birdsseenin2026
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Headquarters @headquartersnews.bsky.social · 28/09/2026
Ken Paxton: The criticism has been that I let a child predator out after one day. Well guess what? They served 60 days.
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Barchart @barchart.com · 28/09/2026
AI hits same concentration level that resulted in the bursting of previous bubbles, including the Dot Com 🚨 🚨
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Tom Hearden @followtheh.bsky.social · 28/09/2026
Again Trump’s handlers are incompetent, hate him, or both. They just had him do 45 minutes of low energy bat shittery, in which he was largely incoherent, provided multiple insane sound bites and generally looked and sounded like he’s going to be checking out soon (like before tonight’s Big Mac)
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Schooley @schooley.bsky.social · 28/09/2026
So much public money lit on fire. The Trump way.
nbcchicago.com
What happened to Foxconn? A look at the $1.2 billion spent and where it all went
In 2018, President Donald Trump came to southeast Wisconsin to proclaim the coming of “the eighth wonder of the world.” But what actually happened?
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capitaledgenyct.bsky.social @capitaledgenyct.bsky.social · 28/09/2026
MF'ers hurting our bottom line - NOW you've gone too far #lioneatsface
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Koen @koepee.bsky.social · 28/09/2026
Ooh-Ow
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Rob Majteles @robmajteles.bsky.social · 28/09/2026
It was a great week for our newly launched fund, Confluence Capital Impact Partners, as my partner, Conor Platt, notes really well in the thread and links below. www.confluencecapital.com
linkedin.com
What an incredible Climate Week NYC. At Confluence Capital Impact Partners, our week was defined by high-impact conversations, new partnerships, and advancing our mission to drive positive-sum… | Cono...
What an incredible Climate Week NYC. At Confluence Capital Impact Partners, our week was defined by high-impact conversations, new partnerships, and advancing our mission to drive positive-sum climate...
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Scott Lincicome @scottlincicome.bsky.social · 28/09/2026
"U.S. Pressure Is Awakening an Energy Giant in Canada" www.wsj.com/business/ene... "President Trump’s trade war and the Iran conflict have ignited Canada’s ambition to diversify its energy exports."
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Jesse Felder @jessefelder.com · 28/09/2026
‘“At the moment you’ve almost got two credit markets, the AI-related issuers and everyone else,” says Andy Chorlton, CIO for fixed income at M&G. But he is concerned that, over time, borrowing costs for all high-grade corporate issuers will be dragged higher.‘ www.ft.com/content/00f9...
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Tom Hearden @followtheh.bsky.social · 28/09/2026
“Trumped” wasn’t an accident. He’s pissed at the Stephen Miller tweet. Let them fight.
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Mike @mtannenbaum.bsky.social · 28/09/2026
Taking friendly wagers now that this plant either never opens or produces < 20% of the headline figure. Will be the steel industry equivalent of Wisconsin Foxconn plant.
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Scott Lincicome @scottlincicome.bsky.social · 28/09/2026
World's highest steel prices now. Politically motivated steel plant in 2030 (Maybe) share.google/zMW8dwTGfBED...
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Jesse Felder @jessefelder.com · 28/09/2026
‘Stress is climbing in the private credit market with software names accounting for 36% of debt under pressure. Of the roughly 5,000 companies held by BDCs a year ago, nearly 600 showed signs of some degree of credit pressure by June 2026.’ pitchbook.com/news/article...
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Vikram Bath @vikrambath.bsky.social · 28/09/2026
People don’t know all music. Whatever you think it the most basic obvious thing is utterly alien to someone www.latimes.com/entertainmen...
Tabitha Soren
Joining the tireless Kurt Loder as the second face of MTV News, Soren performed her duties with a healthy sense of red-haired gravitas. However, she may be best known for her 1992 interview with Bill Clinton where she asked the candidate on a “Choose or Lose” special, “Who’s your favorite musician?” When Clinton replied, “Thelonious Monk,” Soren responded, “Who’s the loneliest monk?”
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Mark Chadbourn @chadbourn.bsky.social · 28/09/2026
The Pentagon never disclosed that eight US Marines were injured when an Iranian cruise missile hit their vessel in the Strait of Hormuz on September 14, NBC reports. Injuries were eventually added to the casualty record with no announcement ten days later.
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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026
WOLFE: “.. the potential for a vicious cycle between deficits and yields is getting increasingly concerning. .. rising yields create a quite imminent risk of negative feedback loops with the deficit, because the risks on interest expense are skewed sharply to the upside ..”
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Guardian US @us.theguardian.com · 28/09/2026
ICE is now lying in wait outside convenience stores, or at busy intersections. Agents are arresting people at international airports. Local police and sheriffs, deputized by the federal government, are detaining immigrants during traffic stops. ICE is now detaining more immigrants than ever before.
A chart that shows a timeline of ICE immigration enforcement against different significant events (Los Angeles raids, Minneapolis and Chicago raids), with a line in late March 2026 that says "New enforcement strategy begins" before a peak of over 1,500 daily arrests in July 2026.
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Ed Bradford @fullcarry.net · 28/09/2026
5.54% 30s
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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026
“.. Very good one sentence summary of the economy.” - Kyra Scanlon
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Mike @mtannenbaum.bsky.social · 28/09/2026
static.klipy.com
Elmo and Inflation in Flames
ALT: Elmo and Inflation in Flames
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Mike @mtannenbaum.bsky.social · 28/09/2026
Name a film with a Woman Director.
static.klipy.com
Jeff Spicoli: Awesome! Totally Awesome!
ALT: Jeff Spicoli: Awesome! Totally Awesome!
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Sleepin Dogo @sleepindogo.bsky.social · 28/09/2026
On and on, on and on, on and onnnnnn... $ORCL $SPCX $TSLA
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Mike Boylan-Kolchin @mbkplus.bsky.social · 27/09/2026
Once again, I gotta say: you cannot treat anything you’re feeding into an AI as anonymous. There are enormous ethics implications for, e.g. referees who are clearly uploading others’ unpublished papers without consent, let alone health care professionals or law enforcement
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