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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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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.
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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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