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Repeating Long Term Cycle In Real Estate

May 31, 2005 Administrator 1 Comment

One last point on bubbles as they relate to the long term cycle.  As I’ve written before, I believe we…

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Posted in: Uncategorized

Bubble, Bubble, Toil and Trouble

Administrator 1 Comment

Carl Futia makes an excellent point about all the bubble talk on his blog.  It seems everything from oil stocks…

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Posted in: Uncategorized

GQ vs Maxim

May 30, 2005 Administrator

I was out for a week and made the mistake of picking up a GQ because the hotel store didn’t…

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Posted in: You can't make this stuff up

Haven’t we seen this movie before?

May 19, 2005 Administrator 1 Comment

The latest issue of Fortune will mark the top of the real estate bubble…at least for the time being.  We…

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Posted in: Econ, Structural

Tech Charts of Interest

May 16, 2005 Administrator 3 Comments

Since tech is beginning to show some signs of life, I’ve picked some interesting charts to keep half an eye…

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Posted in: If you're bullish..., Long stock ideas, Stock ideas

Auto Suppliers: Please Turn Your Textbooks To Chapter 11

Administrator

Some analysts suggest that General Motors is not in danger of filing for bankruptcy because its suppliers are still in…

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Posted in: Short stock ideas

Defense Has Dominated But Offense Is Warming Up

May 15, 2005 Administrator

Several sources ($) this weekend pointed out the strong defensive rotation into the healthcare, utilities and consumer staples sectors.  Which…

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Posted in: If you're bullish...

Bubbly Utilities

May 13, 2005 Administrator

Of all the areas of the market that people point out as being in a bubble, the Utilities are rarely…

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Posted in: Short stock ideas

Copper Roof

Administrator

I don’t think old Wall Street quotes are always accurate since they are borne out of myth and legend and…

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Posted in: Uncategorized

If you’re bearish…

May 12, 2005 Administrator

The QQQQs have just registered a 9 on the DeMark sequentials. The bad part is that it registered right at…

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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

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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