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Mike

@mtannenbaum.bsky.social
979 followers 436 following 6.5K 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.

PostsRepliesMedia
Mike @mtannenbaum.bsky.social · 16/10/2026
It was these knuckleheads’ idea.
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Mike @mtannenbaum.bsky.social · 15/10/2026
Otto and Leilani wish Q-tip a happy birthday. 🎊🎂🎉🎁🎈
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Mike @mtannenbaum.bsky.social · 14/10/2026
The $CRWV capital requirements are kind of crazy even for $NVDA. Even $10 billion will not cut it especially if some of the expected revenue does not come through.
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Mike @mtannenbaum.bsky.social · 13/10/2026
I couldn't quite place the Katie Zacharia look but I have figured it out. The real question is which Heather is she?
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Mike @mtannenbaum.bsky.social · 13/10/2026
When dinner is served at 5 pm but you’re absolutely starving at 4:50 pm. #Shameless
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Mike @mtannenbaum.bsky.social · 12/10/2026
It hardly registers when you consider the move in the $SMH over the past year.
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Mike @mtannenbaum.bsky.social · 12/10/2026
and he doesn't have one of those Iraq War Special Forces wannabe beards like Matt Walsh.
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Mike @mtannenbaum.bsky.social · 09/10/2026
I wasn't expecting this defensive mechanism. Gross but apparently effective.
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Mike @mtannenbaum.bsky.social · 08/10/2026
Every hometown's got the ominous megastructure. what's yours?
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Mike @mtannenbaum.bsky.social · 08/10/2026
$ORCL shareholders not liking this headline.
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Mike @mtannenbaum.bsky.social · 06/10/2026
These two knuckleheads approve.
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Mike @mtannenbaum.bsky.social · 28/09/2026
Damn, her sister did her dirty.
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Mike @mtannenbaum.bsky.social · 28/09/2026
That’s why peeps should get lazy and funny if not stubborn beasts like these two.
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Mike @mtannenbaum.bsky.social · 28/09/2026
Reposting this winner. It’s #evergreen.
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Mike @mtannenbaum.bsky.social · 21/09/2026
I often wonder how my two dachshunds would do in such a race. They live such a coddled life that the answer is “probably not very well.”
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Mike @mtannenbaum.bsky.social · 18/09/2026
fsi.stanford.edu/news/why-aut...
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Mike @mtannenbaum.bsky.social · 14/09/2026
Of my two dachshunds, the older one is all business and nobody’s friend and the younger one is everyone’s friend and easily distracted. He’s also incredibly handsome and not too bright. The ADHD dog version of Zoolander.
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Mike @mtannenbaum.bsky.social · 11/09/2026
Scott Bessent 👇
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Mike @mtannenbaum.bsky.social · 10/09/2026
Otto and Leilani wish you a happy birthday. 🎉🎁🎈🎂🎊
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Mike @mtannenbaum.bsky.social · 10/09/2026
Bessent is holding a 2-6 off suit and everyone except him knows it.
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Mike @mtannenbaum.bsky.social · 09/09/2026
What is this business worth when its organic new equipment revenue is shrinking? 17x EPS seems rich to me unless you think this reverses and I have no opinion on why or when that will happen.
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Mike @mtannenbaum.bsky.social · 09/09/2026
This is an interesting table that shows global average breakdown of a barrel of crude into its distillate parts. Shows the potential impact of auto EV and commercial truck EV penetration.
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Mike @mtannenbaum.bsky.social · 04/09/2026
Considering this is $ANF's 10 year px chart, not sure why this is a good example of dead brand. 100% a turnaround and if anything suggests that $NKE can also be turned around.
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Mike @mtannenbaum.bsky.social · 31/08/2026
Evergreen meme 👇
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Mike @mtannenbaum.bsky.social · 31/08/2026
The dismissiveness of obvious self-inflicted damage to the US economy is unsettling. 10-yr yield moving up on this and Warsh speaking at G20.
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Mike @mtannenbaum.bsky.social · 28/08/2026
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Mike @mtannenbaum.bsky.social · 28/08/2026
Best responses to this screed. bsky.app/profile/just...
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Mike @mtannenbaum.bsky.social · 27/08/2026
The idea that Trump had determined a Russian victory is inevitable just goes to show how ignorant he is of the situation.
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Mike @mtannenbaum.bsky.social · 27/08/2026
The idea that Trump had determined a Russian victory is inevitable just goes to show how ignorant he is of the situation.
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Mike @mtannenbaum.bsky.social · 27/08/2026
Conversing with a former SaaS executive last night about this deal. He had a slightly different take. Benioff and CRM are in a bad spot strategically and need to do this even if Anthropic eventually eats their lunch.
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Mike @mtannenbaum.bsky.social · 19/08/2026
My favorite explanation of FL is by Floridian Dave Barry. www.wsj.com/articles/flo...
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Mike @mtannenbaum.bsky.social · 11/08/2026
Amazing reduction in violent crime.
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Mike @mtannenbaum.bsky.social · 09/08/2026
Wassup?
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Mike @mtannenbaum.bsky.social · 09/08/2026
I would have been booing as well.
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Mike @mtannenbaum.bsky.social · 03/08/2026
TBF, these guys are more tuned into what is going on than Trump. 😜
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Mike @mtannenbaum.bsky.social · 02/08/2026
Tell Otis that these knuckleheads understand his plight. Team #LongDog
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Mike @mtannenbaum.bsky.social · 29/07/2026
The incredible incompetence of law enforcement never ceases to amaze me.
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Mike @mtannenbaum.bsky.social · 27/07/2026
Good article that reflects consumers' reaction to inflation. The idea $GIS was taking advantage of customers & generating higher margins vs the reality of overall inflation. IMO, inflation is more apparent at food CPGs where customer make recurring purchases and more susceptible to switching.
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Mike @mtannenbaum.bsky.social · 27/07/2026
I had no idea who this guy is. The first photo on Google images is a banger. Your description is spot on. 🤣
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Mike @mtannenbaum.bsky.social · 24/07/2026
That’s what I call these two. They act like knuckleheads all the time.
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Mike @mtannenbaum.bsky.social · 21/07/2026
Nice inverse of the US govt 10 yr yield. Who is doing home improvement when rates are going up? Apparently, very few.
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Mike @mtannenbaum.bsky.social · 21/07/2026
I am not a Tobi fan, but he can hardly be blamed for the insane valuation in 2020-21 and then not surprising de-rating. Underlying fundamentals have been fine. Just a battle ground stock with an unlikeable CEO.
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Mike @mtannenbaum.bsky.social · 17/07/2026
Always possible especially in a credit fueled CAPEX bubble but it hasn't happened yet. If anything, correlation is declining. bsky.app/profile/mtan...
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Mike @mtannenbaum.bsky.social · 09/07/2026
Art question 🎨 What painting, photograph, sculpture, or piece of visual art has stayed with you long after you first saw it? Not necessarily your favorite. The one that lingered.
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Mike @mtannenbaum.bsky.social · 03/07/2026
Me with my Bluesky mutuals.
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Mike @mtannenbaum.bsky.social · 27/06/2026
Quote posts are disabled on this thread and what makes me equally as angry is the claim that no Ohioans are in favor of this. Literally Trump ran on this platform and a majority of Ohioans voted for him so this is just bullshit. Just admit your neighbors are racists - like everywhere else.
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Mike @mtannenbaum.bsky.social · 25/06/2026
The Economist has a great article on this very topic. www.economist.com/culture/2026...
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Mike @mtannenbaum.bsky.social · 25/06/2026
"Americans’ pessimism about A.I. is largely rational, about a technology tailor-made to crack their crumbling and antiquated social compact."
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Mike @mtannenbaum.bsky.social · 25/06/2026
Every hometown's got the ominous megastructure, what's yours?
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Mike @mtannenbaum.bsky.social · 25/06/2026
What a bunch of pathetic losers. How do these people sleep at night?
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