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Category: Uncategorized

More Unconventional Ways The Fed Can Add Liquidity

August 25, 2007 Administrator 2 Comments

Nobody expects the Spanish Inquisition! Our chief weapon is surprise. Surprise and fear. Fear and surprise.  Our two weapons are…

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Random Thoughts on a Tough Two Weeks

August 12, 2007 Administrator 3 Comments

We run a concentrated small cap fund and had well above average cash balances going into the month of August. …

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Adding AIG To The Unlucky Seven

June 26, 2007 Administrator 6 Comments

Since CDW (CDWD), one of The Unlucky Seven stocks, recently was bought out, I have decided to replace it with…

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I Really Think The Chinese Are Trying To Kill Me

June 15, 2007 Administrator 8 Comments

The Chinese are trying to kill me.  I know it sounds ludicrous — that a whole country is out to…

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A Checklist For Spotting Bubble Tops

May 31, 2007 Administrator 9 Comments

Spongebob: Patrick, check it out! Patrick: Wow! Sponge & Pat: Hooray! Bubble party! Thug: Hey! Who blew this bubble?  You…

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If you’re bearish (laundry list edition)…

May 24, 2007 Administrator 3 Comments

I’m not sure where to start with the bearish indicators in this market so I’ll just list them in no…

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If you’re bullish…(or what subprime problem?)

May 23, 2007 Administrator 4 Comments

Two recent transactions have put a hole in the bear’s argument that the subprime mortgage problems will weigh down the…

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Oh Where Did These Seven Years Go? (Part II)

May 22, 2007 Administrator 3 Comments

With the S&P 500 finally returning to the highs reached seven years ago, I thought it would be interesting to…

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Oh, Where Did These Seven Years Go? (Part I)

May 13, 2007 Administrator 1 Comment

What’s the haps on the craps?Shake ’em up, shake ’em up, shake ’em up, shake ’emRoll ’em in a circle…

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The (Fed) Drama Builds

May 10, 2007 Administrator 1 Comment

Pearls Before Swine courtesy Yahoo! I don’t know about Rat’s blog, but the drama is certainly building in the interest…

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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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