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Category: Structural

Hold the World in Your iPod

August 8, 2005 Administrator

This great article from Der Spiegel, a German news weekly, addresses the complexities of globalization by looking at the innards…

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Posted in: Structural

More Overlays

Administrator

Paul Tudor Jones made his most famous trade based partially on his realization that the chart of the Dow Jones…

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

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

Riding the Bullish Shareholder Rights Trend

June 26, 2005 Administrator

It’s trendy to talk about oversized capital gains available in flipping condos and the mind-numbing trading ranges in equity markets. …

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Posted in: Check your thesis, Structural

Steel Stocks Hit Peak Earnings

June 20, 2005 Administrator 2 Comments

Last night, Nucor (NUE) told us what the charts and smaller steel companies have been telling us for months.  The…

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Posted in: Short stock ideas, Stock ideas, Structural

Shanghai Surprise

June 16, 2005 Administrator

The Shanghai Stock Exchange has been in a virtual free fall since the beginning of the year and almost since…

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Posted in: Structural

GLG admits to -14% “flaw”

June 14, 2005 Administrator

Globaltrader has a nice analysis on this item from the Financial Times but I thought it so important, I’ll reprint…

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Posted in: Structural

US vs Japan Interest Rates

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

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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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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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