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It’s Not Hate-Givin’

November 24, 2005 Administrator 2 Comments

An optimist is a person who starts a new diet on Thanksgiving Day.  — Irv Kupcinet Have a great Thanksgiving!

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Posted in: Uncategorized

Avoid Black-Hole Buybacks

November 23, 2005 Administrator 2 Comments

"Stock buybacks are the simplest and best way a company can reward its investors." — Peter Lynch As the number…

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Posted in: Long stock ideas, Stock ideas, Structural

Fed Continues To Add Liquidity Behind The Scenes

November 22, 2005 Administrator 14 Comments

A couple of months ago, I highlighted the odd way the Fed has been flattening the yield curve and jawboning…

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Posted in: Econ, Structural

Bears Whiff On Fat Pitch – Bulls Remain in Control

November 21, 2005 Administrator

I haven’t posted many new ideas because nothing new has happened.  The news remains slightly negative and prices continue to…

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Posted in: Uncategorized

Commodities Take Their Foot Off The Stock Market’s Neck

November 11, 2005 Administrator 2 Comments

When bad news is viewed as good news AND good news is interpreted as good news, this is typically associated…

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Posted in: If you're bullish...

Slob Disengages from the Price of Oil

November 9, 2005 Administrator 2 Comments

James Cramer had an interesting observation about Schlumberger (SLB – or "slob" as it’s known in trading circles) yesterday on…

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Posted in: Short stock ideas

TOL Announcement Bullish or Bearish Depending on Fed’s Reaction

November 8, 2005 Administrator

This morning Toll Brothers Inc. lowered its estimate for homes delivered in 2006 as a result of a tougher regulatory…

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Posted in: Uncategorized

Market Turning Higher From Deeply Oversold Levels

November 2, 2005 Administrator 3 Comments

Both the NASDAQ and NYSE Summation Indexes have turned higher from deeply oversold levels.  I believe all the components are…

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Posted in: If you're bullish...

Multiple Compression Could Turn Into Multiple Expansion With Lower Commodity Prices

October 28, 2005 Administrator 10 Comments

Following a solid spring, a combination of macroeconomic and industry specific factors began to be manifested retail.  These have been…

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Posted in: Check your thesis, Econ, Structural

If you’re bearish (Fish-hook edition)

October 27, 2005 Administrator 1 Comment

Two weeks ago, I posted the NYSE Summation index and pointed out that it was rolling over.  That was a…

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Posted in: Uncategorized

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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

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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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