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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 24,946 2,364

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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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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