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If you’re bearish (or Iran is no Friend of Mr. Market)…

June 26, 2005 Administrator

If you’re bearish then this weekend’s election of hard-line Iranian President Mahmoud Ahmadinejad should be of some concern.  Not because…

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Posted in: If you're bearish...

If you’re bullish (or I’ve got to get my head checked)

Administrator

I’m extremely uncomfortable siding with any opinion that Alan Abelson of Barron’s holds because he’s been a perma-bear for the…

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Posted in: If you're bullish...

Riding the Bullish Shareholder Rights Trend

Administrator

It’s trendy to talk about oversized capital gains available in flipping condos and the mind-numbing trading ranges in equity markets. …

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Posted in: Check your thesis, Structural

Consolidate it is…

June 23, 2005 Administrator

In my last daytime post, I thought the market needed to "Do (i.e. rise) or Consolidate"…the way it acted into…

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Posted in: Uncategorized

Do or Consolidate

Administrator

While its far from "Do or Die" time for the markets, I think if the market doesn’t move higher starting…

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Posted in: Uncategorized

I’m Tired of the Bubble Talk Too, But Keeping My Eye on the Ball

Administrator

Over at thestreet.com, great technician Dan Fitzpatrick weighs in on his thoughts about the real estate bubble and shows why…

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Posted in: Uncategorized

This World’s a Bubble

June 22, 2005 Administrator 4 Comments

Logic:  The art of thinking and reasoning in strict accordance with the limitations and incapacities of the human misunderstanding.  ~Ambrose…

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Posted in: Smart analysts

Having Trouble Filling the Hours? Short GOOG

June 21, 2005 Administrator 1 Comment

On a slow day like today, its easy to come up with stupid trade ideas and this definitely fits the…

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Posted in: Short stock ideas

Spend a Night in the Box

Administrator 1 Comment

Any man with dirty pants on sittin’ on the bunks spends a night in the box. Any man don’t bring…

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Posted in: Long stock ideas

Steel Stocks Hit Peak Earnings

June 20, 2005 Administrator 2 Comments

Last night, Nucor (NUE) told us what the charts and smaller steel companies have been telling us for months.  The…

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Posted in: Short stock ideas, Stock ideas, Structural

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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). 🧵

Reply on Twitter 1853412925978837425 Retweet on Twitter 1853412925978837425 0 Like on Twitter 1853412925978837425 0 Twitter 1853412925978837425
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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