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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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“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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