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Small Cap Stocks vs interest rates

June 6, 2005 Administrator 2 Comments

Lehman Brother’s incomprable Jim "Fists of" Fury has some excellent comments on Fed rate hikes, the yield curve and their…

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Posted in: Smart analysts, Structural

If you’re bearish…

June 3, 2005 Administrator

If you’re bearish, the market is well overbought and should at least pull back to support, if not all the…

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Posted in: If you're bearish...

If you’re bullish…

Administrator

Could the market be facing a 1935 redux?  The following two charts look awfully similar.  And if the relationship holds,…

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Posted in: If you're bullish...

You can’t make this stuff up…

Administrator 1 Comment

From the NY Times we learn today that the Centers for Disease Control and Prevention has sent a team of…

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Posted in: You can't make this stuff up

Eighth Inning Stretch

June 2, 2005 Administrator 4 Comments

Dallas Fed President Richard Fisher is actually very straight forward and funny which is odd for a Federal Reserve President. …

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Posted in: Econ, If you're bullish..., Structural

Apocalypse, Ashmocalypse

June 1, 2005 Administrator

To borrow a line from Sports Illustrated, this week’s sign that the Apocalypse is upon us is Morgan Stanley’s Steven…

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Posted in: Check your thesis, Econ, Structural

If you’re bullish…

Administrator

If you’re bullish, you should be very encouraged by the market consolidation over the past three days on increasing pessiment. …

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Posted in: If you're bullish...

Luke, I am Deep Throat

May 31, 2005 Administrator

I always wondered whether we would find out who Deep Throat was before he died.  Vanity Fair says that it…

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Posted in: Uncategorized

FNM Chart Runs Into Resistance

Administrator

I can’t seem to escape the real estate theme this morning so here’s an interesting chart of FNM.  It would…

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Posted in: Short stock ideas

You can’t make this stuff up…

Administrator 2 Comments

While I think Paris Hilton is smarter than most people give her credit for (who else can become famous and…

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Posted in: You can't make this stuff up

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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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