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Category: Uncategorized

Cash For Clunkers: A Shining Example of How Government-Run Programs Work

July 29, 2009 Administrator 34 Comments

Joan McCullough, the incomprable market analyst at East Shore Partners, has a great riff about the government managing health care. …

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If you’re bearish: 1991 Nikkei Redux

June 2, 2009 Administrator 40 Comments

The last great hope for the bears is that the US is actually just like Japan in the 1990s after…

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GM Went Bankrupt Years Ago

June 1, 2009 Administrator 45 Comments

Although the headlines today all proclaim today as the day that General Motors declared bankruptcy, the company has actually been…

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At The Intersection of Wall Street and Washington

March 29, 2009 Administrator 27 Comments

Just in case you are still confused by what is going on at the intersection of Washington and Wall Street,…

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Current Market A Mirror Image Of 2002 Bottom

March 24, 2009 Administrator 49 Comments

Over the last couple months, I've seen more historical market overlays than ever.  The current market has been compared to everything…

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BAC and WFC Have No Equity After Accounting For Bad Loans

March 5, 2009 Administrator 5 Comments

I have always had the suspicion that Wells Fargo's (WFC) loan values were inflated and wrote as much in January.  Wells sits at…

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If You’re Bearish: Time Has Run Out For A Rally Edition

February 19, 2009 Administrator 3 Comments

The time has run out for a rally on the S&P 500, according to James Flanagan, head of Gann Global…

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If You’re Bullish: Time For A 70’s Party Edition

Administrator 7 Comments

Many traders have been following the 1974 analogy to the current market.  The Dow Industrials have traded in a remarkably…

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Credit Thaw Foreshadows Equity Rally

February 7, 2009 Administrator 6 Comments

So the bottom line is we're making loans. We want everybody to know it. I mean, we even have banners…

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GDP Deflator Actually Deflates

January 30, 2009 Administrator 24 Comments

After a brief bout of enthusiasm this morning, when GDP came in at -3.8% vs estimates of -5.5%, investors quickly…

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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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