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March 11, 2005 Administrator

Let’s see…the top stories these week were – Martha Stewart gets a new body Michael Jackson goes to court in…

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Posted in: Uncategorized

GOOG Shakeout

March 10, 2005 Administrator 1 Comment

One of my favorite analysts, Jason Goepfert, recently pointed out that the Rydex asset levels in the Internet Index are…

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Posted in: Long stock ideas

Gas Prices

March 9, 2005 Administrator

I’ve been suprised by how little correlation retail gasoline prices have with any particular index.   The market has pretty much…

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Posted in: Uncategorized

Dimming prospects?

Administrator

In light of the recent pre-announcements from auto parts manufacturers such as American Axel and Lear, a good short idea…

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Posted in: Uncategorized

TXN explains all

March 8, 2005 Administrator

Last night, Texas Instruments (TXN) explained to the world why the NASDAQ was trailing the S&P 500.  The company guided…

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Posted in: Uncategorized

Flattening yield curve = flattening bank earnings?

March 7, 2005 Administrator 3 Comments

Main Street has a lot of issues but I think the flat yield curve could lead to more pre-announcements like…

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Posted in: Uncategorized

Investors hedging away their return?

March 6, 2005 Administrator

It’s hard to make a case that investors are being risk adverse when billions of dollars are pouring into hedge…

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Posted in: If you're bearish..., If you're bullish..., Sentiment, Structural

Iran in the summer…

March 4, 2005 Administrator

I’m very concerned what an attack of Iran will do to the financial markets.  The following excerpt comes from one…

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Posted in: Uncategorized

If you’re bearish…

March 2, 2005 Administrator 1 Comment

If you’re bearish, you’re probably looking at this nasty comparison of the Russell 2000 with the Dow Jones Industrials in…

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Posted in: Uncategorized

If you’re bullish…

Administrator

If you’re bullish, you are probably looking at this nice (not the way I drew it) cup & handle forming…

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Posted in: Uncategorized

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“Social media satiates our appetite for moral disgust and tribal conflict” Follow me on Twitter!

Contrahour
Contrahour avatar; Contrahour @Contrahour ·
11 Dec 2023 1734222435052925047

If @Sarah_Katilyn is in, I'm in. Let's make someone's Christmas very merry.

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Contrahour avatar; Contrahour @Contrahour ·
3 Dec 2023 1731451589351641396

I would expect someone committed to 'truth' to have a better grasp of how governments finance themselves.
'We are near that inflection point': Billionaire Ray Dalio warns that America is now 'borrowing money to pay debt service' via @YahooFinance

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'We are near that inflection point': Billionaire Ray Dalio warns that America is now 'borrowing...

He added that America’s many internal conflicts aren't helping.

finance.yahoo.com

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Contrahour avatar; Contrahour @Contrahour ·
30 Nov 2023 1730266190398771562

Which Ralph Wiggum gif are you today?

Image for the Tweet beginning: Which Ralph Wiggum gif are Twitter feed video.
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Contrahour avatar; Contrahour @Contrahour ·
29 Nov 2023 1729864641650835641

Don't quit your day job, David Tepper

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RampCapitalLLC avatar; Ramp Capital @RampCapitalLLC ·
28 Nov 2023 1729610524764041673

Top 10 Charlie Munger quotes:

1. "Spend each day trying to be a little wiser than you were when you woke up."

2. "The best thing a human being can do is to help another human being know more."

3. "It is remarkable how much long-term advantage people like us have gotten by…

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Contrahour avatar; Contrahour @Contrahour ·
28 Nov 2023 1729451256777728493

✍️ Maverick Charts - Macro & More - November 2023 Edition #13, by @Maverick_Equity https://open.substack.com/pub/maverickequityresearch/p/maverick-charts-macro-and-more-november?r=oci&utm_campaign=post&utm_medium=email

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