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

Contrahour
Contrahour avatar; Contrahour @Contrahour ·
11 Dec 2023 1734222435052925047

If @Sarah_Katilyn is in, I'm in. Let's make someone's Christmas very merry.

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Contrahour avatar; Contrahour @Contrahour ·
3 Dec 2023 1731451589351641396

I would expect someone committed to 'truth' to have a better grasp of how governments finance themselves.
'We are near that inflection point': Billionaire Ray Dalio warns that America is now 'borrowing money to pay debt service' via @YahooFinance

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'We are near that inflection point': Billionaire Ray Dalio warns that America is now 'borrowing...

He added that America’s many internal conflicts aren't helping.

finance.yahoo.com

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30 Nov 2023 1730266190398771562

Which Ralph Wiggum gif are you today?

Image for the Tweet beginning: Which Ralph Wiggum gif are Twitter feed video.
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29 Nov 2023 1729864641650835641

Don't quit your day job, David Tepper

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RampCapitalLLC avatar; Ramp Capital @RampCapitalLLC ·
28 Nov 2023 1729610524764041673

Top 10 Charlie Munger quotes:

1. "Spend each day trying to be a little wiser than you were when you woke up."

2. "The best thing a human being can do is to help another human being know more."

3. "It is remarkable how much long-term advantage people like us have gotten by…

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Contrahour avatar; Contrahour @Contrahour ·
28 Nov 2023 1729451256777728493

✍️ Maverick Charts - Macro & More - November 2023 Edition #13, by @Maverick_Equity https://open.substack.com/pub/maverickequityresearch/p/maverick-charts-macro-and-more-november?r=oci&utm_campaign=post&utm_medium=email

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