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Category: Uncategorized

Calculating Pot-Odds For This Market

August 21, 2006 Administrator 1 Comment

I recently had the chance to play in my first Texas Hold’em poker tournament at which I made it to…

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If you’re bearish (unnecessary angst edition…)

August 11, 2006 Administrator 3 Comments

One of the signs of a bad stock promoter is that they create undue worry and play upon your deepest…

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Piecing Together The Economic Puzzle

August 8, 2006 Administrator 1 Comment

"It’s kind of muddled. Look, there’s a series of things that cause the—like, for example, benefits are calculated based upon…

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If you’re bearish (crowded trade edition)…

August 7, 2006 Administrator 1 Comment

Lehman Brother’s incomparable Jim "Fists of" Furey remains neutral to negative on the Russell 2000.  He feels that the Fed…

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If you’re bullish (rose-colored glasses edition)

Administrator 1 Comment

The Hays Advisory service remains bullish on the market despite the very negative monetary trends.  This comes from an excerpt…

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I Will Survive

August 3, 2006 Administrator 3 Comments

Did you think I’d crumple?Did you think I’d lay down and die?Oh not I,I will survive— Diana Ross The market…

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A Handy Cheat-Sheet For KKR and Blackstone Group

July 31, 2006 Administrator 278 Comments

Almost every month the private equity industry raises a new record fund and completes a record sized deal.   Just last…

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The SOX Don’t Lie

July 28, 2006 Administrator 1 Comment

Semiconductor stocks usually don’t lie.  Many stocks and sectors give off false technical signals (fake breakdowns and breakouts) because there’s…

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Investors Are Rotating Into Defensive Sectors

July 25, 2006 Administrator 2 Comments

Since the May high, the market has begun pricing in an economic slowdown.  I haven’t had to pull out the…

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Signs of the Slowdown

July 23, 2006 Administrator

This earnings season has already provided plenty of evidence that an earnings and economic slowdown is upon us.  The trend…

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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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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.
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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