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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

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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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Retweet on Twitter Contrahour Retweeted
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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