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Author: Administrator

If you’re Bearish…

April 8, 2005 Administrator

If you’re bearish, you might look at a pattern called the "Three Peaks and a Domed House."  I first learned…

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Posted in: Uncategorized

If you’re Bullish…

Administrator

If you’re bullish, you’re probably focusing on the fact that the markets are oversold on a short-, mid- and long-term…

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CAT vs. HHH – An Odd Couple

April 6, 2005 Administrator

Caterpillar (CAT) couldn’t be a more different business than those contained in the Internet Holders Trust (HHH).  That’s why I…

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Posted in: Uncategorized

Rotate from Energy into Financials

Administrator 1 Comment

Despite the gloom and doom espoused by many economists, the current stock market recovery has been extraordinary only in how…

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Posted in: If you're bullish..., Long stock ideas

Energy Sentiment Overly Positive

April 4, 2005 Administrator

I believe determining the strength and duration of a trend is a matter of analyzing three factors – fundamentals, technicals…

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Posted in: Short stock ideas

Pessimism Rising

April 1, 2005 Administrator

We’re finally beginning to see pessimism rising to the level where you can bet on a bottom.  This morning, the…

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If You’re Bearish…

Administrator

The employment report came in at 110,000, which was below even the lowest economist estimates. If your bearish, you’re prone…

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If You’re Bullish…

Administrator

The employment report came in at 110,000, which was below even the lowest economist estimates.  If you’re bullish, you’re prone…

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Posted in: Uncategorized

Homebuilders a Crowded Short – Look at these Companies Instead

Administrator

Based on the theory that the housing market is in an unsustainable bubble, many hedge funds have shorted homebuilding stocks.…

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VIX Breaks Out

March 31, 2005 Administrator

I haven’t focused on the VIX as a timing tool for a couple of years because everyone started using it. …

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It's always darkest before it turns pitch black.

Contrahour
Contrahour avatar Contrahour @Contrahour ·
5 Apr 2025 1908515544120041533

The consequences will be staggering, by @SteveSchmidtSES https://open.substack.com/pub/steveschmidt/p/the-consequences-will-be-staggering?r=oci&utm_campaign=post&utm_medium=email

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Contrahour avatar Contrahour @Contrahour ·
4 Nov 2024 1853503533422940221

High tariffs are deflationary, not inflationary, because they bring the economy to a screeching halt while everyone tries to figure out what's going on.

High tariffs are deflationary, not inflationary, because they bring the economy to a screeching halt while everyone tries to figure out what's going on.
derek guy @dieworkwear

Clothing prices if Trump imposes a 25% tariff on all Mexican imports

— Levi's jeans: $79.50 ➡️ $99.38
— Patagonia hoodie: $89➡️ $111.25
— Tecovas cowboy boots: $345➡️ $431.25
— RRL Halkirk jacket: $790➡️ $987.50

Nike, Hickey Freeman, and New Balance also produce in Mexico

Reply on Twitter 1853503533422940221 Retweet on Twitter 1853503533422940221 0 Like on Twitter 1853503533422940221 1 Twitter 1853503533422940221
Contrahour avatar Contrahour @Contrahour ·
4 Nov 2024 1853412925978837425

🤣

derek guy @dieworkwear

How to dress for the civil war (aka how to style cool military items). 🧵

Reply on Twitter 1853412925978837425 Retweet on Twitter 1853412925978837425 0 Like on Twitter 1853412925978837425 0 Twitter 1853412925978837425
Contrahour avatar Contrahour @Contrahour ·
4 Nov 2024 1853411906213523855

Checking in on Trump's rally last night...

https://www.youtube.com/embed/LI_Oe-jtgdI Twitter feed video.
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Retweet on Twitter Contrahour Retweeted
dieworkwear avatar derek guy @dieworkwear ·
2 Nov 2024 1852770411127394785

But this framework gets you closer to understanding why certain things don't work. The chances of you looking bad in a suit jacket worn without the matching pants is very high because it'll look like you spilled something on your suit pants and had to change out of them.

Image for the Tweet beginning: But this framework gets you Twitter feed image.
Image for the Tweet beginning: But this framework gets you Twitter feed image.
Reply on Twitter 1852770411127394785 Retweet on Twitter 1852770411127394785 36 Like on Twitter 1852770411127394785 1947 Twitter 1852770411127394785
Contrahour avatar Contrahour @Contrahour ·
3 Nov 2024 1852907889024709043

Raising children has been by far the most difficult thing we've ever done. It's expensive, infuriating, and often demoralizing. I love my kids more than anything, but to say it's a tragedy not having kids is silly. It's a good decision in a lot of cases.

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