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Author: Administrator

Economic InfoPorn For The Masses

June 16, 2008 Administrator 2 Comments

I love Barry Ritholtz's complex economic charts - he calls them "infoporn".  But the original distributor of economic infoporn to the masses…

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Profit By Finding The Truth

Administrator 1 Comment

Hedge funds take a lot of flack for shorting stocks and then "driving down prices" by going public with short…

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Market Discounting The Effects of An Energy Supply Shock

June 15, 2008 Administrator

Last week, Morgan Stanley Economist Richard Berner penned a report calling for a double-dip recession.  Berner made a compelling case…

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Great Expectations – Investor Deathmatch

June 13, 2008 Administrator

Another wild week comes to an end with showdowns between David Einhorn/Erin Callan and Steve Ballmer/Jerry Yang coming to a head.  …

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Great Expecations

June 6, 2008 Administrator 1 Comment

With a parabolic blow off forming in oil and Lehman Brothers defending itself from too little capital…by spending capital, it…

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You Are To Blame – Sobering Words From Dallas Fed President Fisher

June 3, 2008 Administrator

Richard Fisher started his tenure as Dallas Fed President as a joke. He indicated on CNBC that the Fed was almost…

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If you are bearish (long term edition)….

June 2, 2008 Administrator

The S&P 500 broke the lower trendline connecting the 1982 and 2002 bottoms.  It is now in the process of…

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Parabolic Move In Crude Oil Is Looking Extended

May 11, 2008 Administrator 3 Comments

This is a bit of a stretch but a comparison of the current price of Crude oil futures and the…

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If you’re bullish…

April 2, 2008 Administrator 2 Comments

According to Mark Hulbert at Marketwatch.com, Trimtabs says we have been in a recession for six months and could be…

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If you’re bearish…

Administrator 1 Comment

If you’re bearish, the current rally can simply be viewed as an unwind of the bets made by leveraged hedge…

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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). 🧵

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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.
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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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