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Category: Econ

Inversion in the U.K.

January 3, 2006 Administrator 8 Comments

I wanna be an anarchistOh what a nameGet pissed destroy! — Sex Pistols Our Farther-land across the Pond has been…

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Posted in: Econ

Does The Flat Yield Curve Forecast A Weak Equity Market?

December 28, 2005 Administrator 11 Comments

As the yield curve briefly inverted yesterday and the equity markets took a nose dive, a lot of news stories…

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Posted in: Econ, Structural

Greenspan’s Job Is Almost Complete

November 30, 2005 Administrator 1 Comment

I believe the Fed will stop hiking rates at the 4.5% – 4.75% level.  All else being equal, the end…

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Posted in: Econ, Structural

Fed Continues To Add Liquidity Behind The Scenes

November 22, 2005 Administrator 14 Comments

A couple of months ago, I highlighted the odd way the Fed has been flattening the yield curve and jawboning…

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Posted in: Econ, Structural

Multiple Compression Could Turn Into Multiple Expansion With Lower Commodity Prices

October 28, 2005 Administrator 10 Comments

Following a solid spring, a combination of macroeconomic and industry specific factors began to be manifested retail.  These have been…

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Posted in: Check your thesis, Econ, Structural

Taking With One Hand, Giving With The Other

September 19, 2005 Administrator

The Federal Reserve is expected to raise rates again at Tuesday’s meeting according to the Fed Funds Futures.  Despite calls…

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Posted in: Econ, Structural

If you’re bullish or bearish…

August 26, 2005 Administrator 1 Comment

There’s been a lot of recssion talk on CNBC.  However, the leading economic indicators have been strong.  They typically bottom…

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Posted in: Econ, If you're bearish..., If you're bullish..., Structural

ISM Index Reading Is Bullish For The Markets

August 2, 2005 Administrator 1 Comment

One of the most important economic indicators I track is indicating the bull market remains in tact.  July’s Institute of…

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Posted in: Econ, If you're bullish...

Raise 12 Times And Call Me In the Morning

July 5, 2005 Administrator 1 Comment

Before the last Fed hike, the Market assumed the Fed would be done raising rates next month at 3.5%. However,…

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Posted in: Econ, Structural

Eighth Inning Stretch

June 2, 2005 Administrator 4 Comments

Dallas Fed President Richard Fisher is actually very straight forward and funny which is odd for a Federal Reserve President. …

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Posted in: Econ, If you're bullish..., Structural

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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

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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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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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