ContraryInvestor

ContraryInvestor

Contributor since: 26 Feb 2010

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• A Dimon In The Rough

  Published 01 July 2012 | viewed 0 times

  You are probably fully aware that the largest US bank, JP Morgan, had a more than noticeable derivatives loss that was announced a few weeks…

• Of Currencies And Global Capital Flows

  Published 01 June 2012 | viewed 0 times

  As we move into the summer of 2012, we once again find ourselves in a world of heightened asset price volatility, concerns over European governments…

• The 'Other' Cliff Event

  Published 01 May 2012 | viewed 0 times

  Last month we penned a discussion entitled "Cliff Notes". Naturally the commentary centered on what is to come January first of next year with the…

• The Cliff Notes

  Published 01 April 2012 | viewed 0 times

  Certainly we've started 2012 with a better tone to a number of economic indicators. Employment numbers have strengthened, leading economic indicator series have trended higher,…

• Is It Groundhog Day?

  Published 01 March 2012 | viewed 0 times

  If you've been to the gas station as of late, which we know you have, you're clearly aware that gasoline prices are up noticeably. In…

• It Don't Mean A Thing If You Ain't Got That Swing

  Published 01 February 2012 | viewed 0 times

  You've heard the old saying that no two financial market periods are ever exactly alike, but they do "rhyme". Of course this characterizes the fact…

• It Ain't Over 'Til It's Over

  Published 01 January 2012 | viewed 0 times

  If there is one lesson to be learned from the Japanese experience with deleveraging over the past few decades it's that deleveraging cycles have there…

• Listening In

  Published 01 December 2011 | viewed 0 times

  To suggest financial markets have been volatile as of late is simply a wild understatement. Although we've certainly seen this type of volatility in terms…

• A View From The Corner Office(s)

  Published 01 November 2011 | viewed 0 times

  We are all quite aware of the fact that heightened volatility has become a short term norm in the financial markets as of late. Not…

• The Winter Of Our Discontent?

  Published 01 October 2011 | viewed 0 times

  The Winter Of Our Discontent?...You may remember that this was indeed the title of the last novel published by John Steinbeck. Maybe a bit apropos…

• It's A Long Hard Road

  Published 01 September 2011 | viewed 0 times

  If there has been one consistent theme since day one at CI, it has been our perhaps near myopic focus and focal point highlight of…

• Just How Does The US Economy Return To A Solid Footing?

  Published 01 August 2011 | viewed 0 times

  If you would have told us a decade ago that we'd be facing the macro and micro circumstances we're all facing today both domestically and…

• You Can't Have One Without The Other

  Published 02 July 2011 | viewed 0 times

  You Can't Have One Without The Other?...Oh really? Without question probably THE key macro debate these days important not only to economic, but also financial…

• How's The Wealth Effect Workin' Out For Ya'?

  Published 01 June 2011 | viewed 0 times

  How's That Wealth Effect Workin' Out For Ya?...We all know that the "target" of Mr. Bernanke's second quantitative easing experiment has been equities. But to…

• Fractured Fair Retails

  Published 01 May 2011 | viewed 0 times

  In recent discussions we've highlighted the fact that for the average US consumer, the cost of living is clearly rising. Without question, we know the…

• Going Nowhere In A Hurry?

  Published 01 April 2011 | viewed 0 times

  Going Nowhere In A Hurry?...To suggest that the theoretical end of QE2 has been and continues to be widely anticipated by investors is an incredible…

• We're Just Gonna Inflate Our Way Out Of It!

  Published 01 March 2011 | viewed 0 times

  We're Just Gonna Inflate Our Way Out If It!...Oh really? I don't think so, Scooter. In a recent discussion we mentioned the fact that lately…

• Looking For Love In All The Wrong Places?

  Published 01 February 2011 | viewed 0 times

  Looking For Love In All The Wrong Places?...We are all very much aware of the change in market tone and sentiment over the last four…

• At Any Rate

  Published 01 January 2011 | viewed 0 times

  At Any Rate...As we enter the New Year we thought it important to have a quick look back at the character of the equity market…

• Just Where Is The Equity In All Of This?

  Published 01 December 2010 | viewed 0 times

  A Little Dent In The Story?...Recently demographer Harry Dent and Dave Rosenberg have been discussing the fact that as we look ahead over the next…