ContraryInvestor

ContraryInvestor

Contributor since: 26 Feb 2010

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• Diverging View Points

  Published 29 October 2013 | viewed 0 times

  Originally posted on October 21, 2013   Personally, I think even attempting to call a top on this character of an equity market is an…

• Logging In

  Published 28 October 2013 | viewed 0 times

  Originally posted on October 21, 2013.   A few weeks back I penned a discussion regarding a number of noticeable technical divergences we're seeing the…

• If You Plant Ice, You're Gonna Harvest Wind

  Published 27 October 2013 | viewed 0 times

  Originally posted on October 20, 2013.   As you know, we all await the Fed word from on high this Wednesday. Will they or won't…

• Counting Cards

  Published 27 October 2013 | viewed 0 times

  Originally posted on October 20, 2013.   There has been many an article written about the similarities between gambling (largely poker) and investing. The important…

• Chomolunga

  Published 25 August 2013 | viewed 0 times

  In Tibet, the Sherpas' call it Chomolungma. In China it's known as Zhumulangma. In Nepal it is sometimes called Sagarmatha. You know it as Mount…

• Oh Behave, Mr. Bond

  Published 26 July 2013 | viewed 0 times

  Over the last few months we have encountered heightened volatility in the bond market. Although Treasury yields had been increasing in front of a mid-June…

• Getting Into Rarified Air?

  Published 20 July 2013 | viewed 0 times

  Originally posted on July 14, 2013. You may have noticed that recently released NYSE margin debt data showed us a month over month decline. Taken…

• Going Into Labor

  Published 30 June 2013 | viewed 0 times

  Investors are painfully aware of Fed Chairman Bernanke's comments in mid-June on timing the end of Quantitative Easing (QE III). Can it really be that,…

• Executive Sweet?

  Published 26 May 2013 | viewed 0 times

  Before taking even one step further, I'll tell you right up front that this is more of a "for fun" discussion than not. For many…

• Japan: Have They Pulled It Off, Or Pulled The Pin?

  Published 18 April 2013 | viewed 0 times

  We've seen quite the change in the Japanese stock market since the election of Prime Minister Abe last November. Accompanying the impressive stock rally we've…

• Is It Different This Time?

  Published 06 May 2013 | viewed 0 times

  One of the apparent conundrums of US Fed money printing in the current cycle is lack of headline inflation, at least as measured by the…

• 'Fixing' The Payroll Problem

  Published 30 March 2013 | viewed 0 times

  With the US Fed's third quantitative easing program since 2009 announced in latter 2012, QE3, we know the Fed is explicitly targeting two key hoped…

• The Great Rotation Or The Greater Fuel Theory?

  Published 01 March 2013 | viewed 0 times

  One of the rationale's we've heard from time to time for market bullishness since we were babe's-in-the-wood investors is the "mountain of money" argument. "Cash…

• Will QE Affect The Effect?

  Published 01 February 2013 | viewed 0 times

  When global central banks began to expand their balance sheets in an attempt to ward off the Great Recession of 2008-2009, their efforts were unprecedented.…

• Mind Over Matter?

  Published 16 January 2013 | viewed 0 times

  Originally posted January 1, 2013. From year end 2006 to the present, the top six central banks globally have printed close to $12 trillion in…

• Looking Over The Cliff

  Published 01 December 2012 | viewed 0 times

  Over the last few months, jitters have gripped investors as the stock market has become a bit volatile on the downside. If we look back,…

• Remaining Disciplined In An Increasingly Undisciplined World

  Published 01 November 2012 | viewed 0 times

  Lets start with an anecdotal data point. In the year 2007, the US paid $200 billion in interest costs on its outstanding government debt. In…

• Will QE3 Really Generate Jobs?

  Published 01 October 2012 | viewed 0 times

  As investors have continually anticipated during 2012, the Federal Reserve announced that they would once again embark on another round of monetary stimulus. This will…

• We've Got The Goods On 'Em

  Published 03 September 2012 | viewed 0 times

  There is much debate these days regarding the direction of the US domestic economy, especially in light of the "fiscal cliff" that lies four short…

• (Economic) Drivers, (QE) Drive By's And Dives

  Published 01 August 2012 | viewed 0 times

  In many senses, both macro economic and financial market rhythm in 2012 has been very similar to what we experienced in 2010 and 2011. In…