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Author: Contrahour

A Checklist For Spotting Bubble Tops (Repost)

January 5, 2021 Contrahour

A lot of the kids (well…one) have come up to me in 2021 and asked: “Uncle Contra, Uncle Contra…how will…

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Posted in: Sentiment, The Markets

Everything You Know About Economics Is Wrong: How Soros Broke The Bank Of England

August 7, 2019 Contrahour 1 Comment

Everyone knows George Soros as the man who “broke the Bank of England.”  But nobody has ever explained why his…

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Posted in: Economics, Everything You Know About Money Is Wrong, Uncategorized

Everything You Know About Economics Is Wrong: How A Country Turns Itself Into A State

July 29, 2019 Contrahour

“You can’t be a real country unless you have a beer and an airline – it helps if you some…

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Posted in: Economics, Everything You Know About Money Is Wrong

Everything You Know About Economics Is Wrong: The US Won’t Turn Into The Weimar Republic

April 8, 2019 Contrahour 1 Comment

When you say the “government prints money,” the first image that pops into people’s heads is the Weimar Republic. There’s…

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Posted in: Economics, Everything You Know About Money Is Wrong

Everything You Know About Economics Is Wrong: The Recipe For Inflation

March 17, 2019 Contrahour 1 Comment

Truth is borne from extremes. Nothing is more extreme than depression or war.  This is how, in the aftermath of…

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Posted in: Economics, Everything You Know About Money Is Wrong

Japan Reveals Everything You Know About Economics Is Wrong

March 2, 2019 Contrahour

Japan is a real-world example that shows traditional macroeconomic theory is wrong. Every myth that you have heard about government…

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Posted in: Economics, Everything You Know About Money Is Wrong

Everything You Know About Economics Is Wrong: China Doesn’t Own The United States

March 1, 2019 Contrahour 2 Comments

Most people assume China “owns” the US because it holds so many of our Treasury securities.  Both China and Japan…

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Posted in: Economics, Everything You Know About Money Is Wrong

Everything You Know About Economics Is Wrong: Why Does The Government Issue Treasury Securities?

February 28, 2019 Contrahour 3 Comments

The government always prints money.  That’s why there’s a printing press in Washington DC.  That’s how you get the currency…

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Posted in: Economics, Everything You Know About Money Is Wrong

Everything You Know About Economics Is Wrong: If The Government Can Print Money, Why Do We Pay Taxes?

February 25, 2019 Contrahour 7 Comments

Why does the piece of paper in your wallet marked “One Dollar” have value? Is it because the military tells…

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Posted in: Economics, Everything You Know About Money Is Wrong

Everything You Know About Economics Is Wrong: The United States Has A Very Efficient Monetary System

Contrahour 3 Comments

The United States Federal Government prints money because that’s how our monetary system is designed.   Could we use a different…

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Posted in: Economics, Everything You Know About Money Is Wrong

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Twitter

Contrahour Follow 24,478 2,511

“Social media satiates our appetite for moral disgust and tribal conflict” Follow me on Twitter!

Contrahour
Contrahour avatar; Contrahour @Contrahour ·
12h 1640735673320714241

Having a hard time concentrating b/c the combination of ChatGPT with Wolfram|Alpha is mindblowing. My mind is racing because the uses for it in finance are almost limitless.

Having a hard time concentrating b/c the combination of ChatGPT with Wolfram|Alpha is mindblowing. My mind is racing because the uses for it in finance are almost limitless.
swyx 🇯🇵 @swyx

Incredible how Stephen Wolfram toiled away in relative obscurity for ~15 years, only to wake up one day and find that Wolfram|Alpha is literally the perfect bridge from agentic AI to real world knowledge, errors included.

“You can't connect the dots looking forward; you can only… https://twitter.com/i/web/status/1640491430874591232

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Contrahour avatar; Contrahour @Contrahour ·
14h 1640699445309218817

Ahhh...Paris in the springtime. Breath deep and you can really smell the burning rubbish.

Ahhh...Paris in the springtime. Breath deep and you can really smell the burning rubbish.
Lewis Goodall @lewis_goodall

Another day of civil unrest ahead for France. To understand why it’s not going away, watch this 👇

Spoiler: it’s really not just about pensions

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Contrahour avatar; Contrahour @Contrahour ·
15h 1640696643686113281

Staples
$WBA Walgreens Boots Alliance Q2 beats EPS $1.16 vs. $1.10 est. Sales $34.86B beat $33.53B
$LWAY Lifeway Foods Misses Q4 EPS $0.05 vs. $0.07 est. Sales $35.84M Miss $39.00M

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Contrahour avatar; Contrahour @Contrahour ·
15h 1640696539331829760

Healthcare
$FORA Forian beats Q4 EPS $(0.11) vs. $(0.15) est. Sales $7.90M beat $7.10M
$TERN Terns Pharmaceuticals beats Q4 EPS $(0.29) vs. $(0.43) est.
$BNR Burning Rock Biotech beats Q4 EPS $(0.31) vs. $(0.38) est. Sales $20.62M beat $16.10M
$ACRV Acrivon Therapeutics… https://twitter.com/i/web/status/1640696539331829760

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Contrahour avatar; Contrahour @Contrahour ·
15h 1640696432159072256

Industrials
$RAIL FreightCar America Misses Q4 EPS $(0.37) vs. $(0.11) est. Sales $129.00M Beat $118.60M
$OPAL OPAL Fuels beats Q4 EPS $0.18 vs. $0.09 est. Sales $66.72M miss $71.54M
$CNM Core & Main misses Q4 EPS $0.31 vs. $0.32 est. Sales $1.37B miss $1.38B
$PFIN P & F… https://twitter.com/i/web/status/1640696432159072256

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Contrahour avatar; Contrahour @Contrahour ·
15h 1640696336784797696

Cyclicals
$MKC McCormick & Co Q1 beats $0.59 vs. $0.51 est. Sales $1.57B beat $1.54B
$PVH PVH beats Q4 EPS $2.38 vs. $1.67 est. Sales $2.49B beat $2.37B
$LOVE Lovesac beats Q4 EPS $1.74 vs. $1.72 est. Sales $238.85M beat $217.60M
$HOFV Hall Of Fame Resort Q4 Sales $3.10M Miss… https://twitter.com/i/web/status/1640696336784797696

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