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Category: Structural

Eighth Inning Stretch

June 2, 2005 Administrator 4 Comments

Dallas Fed President Richard Fisher is actually very straight forward and funny which is odd for a Federal Reserve President. …

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Posted in: Econ, If you're bullish..., Structural

Apocalypse, Ashmocalypse

June 1, 2005 Administrator

To borrow a line from Sports Illustrated, this week’s sign that the Apocalypse is upon us is Morgan Stanley’s Steven…

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Posted in: Check your thesis, Econ, Structural

Haven’t we seen this movie before?

May 19, 2005 Administrator 1 Comment

The latest issue of Fortune will mark the top of the real estate bubble…at least for the time being.  We…

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Posted in: Econ, Structural

Dollar Headwinds

May 12, 2005 Administrator 1 Comment

One of the problems with a strong dollar is that it causes a headwind for international companies. Citigroup’s Home and…

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Posted in: If you're bearish..., Structural

Changing Capital Structure Adds No Value

May 8, 2005 Administrator 5 Comments

You are hearing more and more from Wall Street and the financial press that companies aren’t employing an "optimal capital…

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Posted in: Structural, Vent

Sentiment and GM

May 4, 2005 Administrator 22 Comments

The news this morning that Kirk Kekorian wants to up his stake in GM, has very bullish implications for several…

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

AIG Rally

May 2, 2005 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

And something big is going to happen

April 24, 2005 Administrator

I recently mentioned the derivative problems at Doral Financial could spill over into the larger market.   Anytime the yield curve…

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

The Road To Heck Is Paved With Good Intentions

March 17, 2005 Administrator

The road to heck is paved with good intentions and I think Sarbanes-Oxley currently falls into the "good intention" category.…

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Posted in: Structural, Vent

Investors hedging away their return?

March 6, 2005 Administrator

It’s hard to make a case that investors are being risk adverse when billions of dollars are pouring into hedge…

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Posted in: If you're bearish..., If you're bullish..., Sentiment, 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.
Reply on Twitter 1852770411127394785 Retweet on Twitter 1852770411127394785 36 Like on Twitter 1852770411127394785 1947 Twitter 1852770411127394785
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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