• 2 days Investors Are Patient With Unprofitable Giants
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  • 8 days As Auto Giants Flail, Look To Chip Stocks For Gains
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  • 11 days Top Performing Stocks As Inflation Fears Grow
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  • 13 days This IPO Could Open Sustainable Fashion Floodgates
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  • 16 days This Week’s Hottest Meme Stocks
  • 18 days Why World Markets Should Be Watching Germany Closely
  • 20 days Could ‘Cultured’ Meat Rival The Plant-Based Megatrend?
  • 22 days ‘Easy Money’: Crypto Is Still Attracting Newbie Investors
  • 24 days Foreign Syndicates May Have Stolen Up To $400B In COVID Benefits
  • 25 days Gold Jumps Above $1800 Ahead Of Jackson Hole Summit
  • 25 days International Banks Blacklist Afghanistan Following Taliban Takeover
  • 27 days China’s Tycoons Are Getting A Serious Reality Check
  • 28 days U.S. Cannabis Space Heats Up With Telling Tilray Acquisition
  • 29 days Consumer Price Index Hits 13-Year-High

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.

  • 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…