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Category: Smart analysts

Paul Desmond’s (Lowry’s Reports) Interview

February 18, 2006 Administrator 1 Comment

Barry Ritholtz has an interview with Paul Desmond, President of Lowry’s Reports, coming up this weekend and I’m waiting with…

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Posted in: Smart analysts

The Second Story To Housing Stocks

August 26, 2005 Administrator

From Steve Sjuggerud at Investment U, regarding the top in housing stocks – As of yesterday, new home prices have…

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Posted in: Short stock ideas, Smart analysts, Structural

This World’s a Bubble

June 22, 2005 Administrator 4 Comments

Logic:  The art of thinking and reasoning in strict accordance with the limitations and incapacities of the human misunderstanding.  ~Ambrose…

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Posted in: Smart analysts

My Hero, Henry Blodget

June 17, 2005 Administrator

I have to admit, at one time Henry Bodget was my hero.  I was a tech analyst in the late…

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Posted in: Smart analysts

US vs Japan Interest Rates

June 14, 2005 Administrator 7 Comments

From Steve Sjuggerud this morning… You may think it’s impossible to see long-term rates go much lower than they are…

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Posted in: Smart analysts, Structural

Strong Corporate Bond Spreads already Partially Discounted

June 7, 2005 Administrator 153 Comments

The incomprable Brian Reynolds over at Minyanville has pointed out on several occations that the strength in Corporate bonds should…

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Posted in: Smart analysts, Structural

Small Cap Stocks vs interest rates

June 6, 2005 Administrator 2 Comments

Lehman Brother’s incomprable Jim "Fists of" Fury has some excellent comments on Fed rate hikes, the yield curve and their…

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Posted in: Smart analysts, Structural

You Must Have Misunderstood What I’ve Said

April 14, 2005 Administrator

I guess I should warn you, if I turn out to be particularly clear, you’ve probably misunderstood what I’ve said.…

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Posted in: Econ, Smart analysts

Twitter

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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