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Category: Long stock ideas

Bank of America Testing Our Buy Thesis

June 17, 2005 Administrator 1 Comment

Bank of America announced last night that they bought a 9% stake in China Construction Bank for $2.5 billion.  This…

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Posted in: Long stock ideas, Short stock ideas

Echo of the Echo of The Baby Boom

June 10, 2005 Administrator 1 Comment

"When I was a kid my parents moved a lot, but I always found them." Rodney Dangerfield I believe the…

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Posted in: Long stock ideas

Tech Charts of Interest

May 16, 2005 Administrator 3 Comments

Since tech is beginning to show some signs of life, I’ve picked some interesting charts to keep half an eye…

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

Denim is the New Black

May 2, 2005 Administrator 2 Comments

Over at the Cody Blog, Cody Willard mentioned that Denim is the New Black.  I can’t agree more.  I’ve know…

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Posted in: Long stock ideas

AIG Rally

Administrator

I think the rally in the markets today can be attributed to the "positive" news out of AIG.  Many traders…

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

Rotate from Energy into Financials

April 6, 2005 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

Can you C it?

March 28, 2005 Administrator 1 Comment

Citigroup’s has had its share of negative issues such as 1) getting tagged by Japan and European regulators for lax…

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Posted in: Long stock ideas

GOOG Shakeout

March 10, 2005 Administrator 1 Comment

One of my favorite analysts, Jason Goepfert, recently pointed out that the Rydex asset levels in the Internet Index are…

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Posted in: Long stock ideas

Large Cap Growth Lags

February 24, 2005 Administrator

I’m not the first to bring this observation but when I ran the statistics for year end 2004, I thought…

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Posted in: Long stock ideas, Stock ideas, Structural

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Contrahour Follow 24,811 2,461

“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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Contrahour avatar; Contrahour @Contrahour ·
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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Contrahour avatar; Contrahour @Contrahour ·
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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