"No warning can save people determined to grow suddently rich" - Lord Overstone

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ContraryInvestor

ContraryInvestor

Contributor since: 26 Feb 2010

Biography

Contrary Investor is written, edited and published by a very small group of "real world" institutional buy-side portfolio managers and analysts with, at minimum, 20 years of individual Street experience. Our credentials include CFA, CPA and CFP, as well as the obligatory MBAs in Finance. We are all either partners or employees of institutions with at least $1 billion under management.

  • 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…