ContraryInvestor

ContraryInvestor

Contributor since: 26 Feb 2010

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• The Many Faces Of Deleveraging

  Published 01 November 2010 | viewed 0 times

  The Many Faces Of Deleveraging...Three and one half years ago in March of 2007, we penned a discussion entitled, "It's Delightful, It's Delovely, It's Deleverage".…

• QE Canaries In The Coal Mine?

  Published 01 October 2010 | viewed 0 times

  One More For My Baby, And One More For The Road...If you don't mind, this month we want to address canaries, coal mines, and the…

• You Dream Of Columbus

  Published 01 September 2010 | viewed 0 times

  Here In This Blue Light Away From the Fireside, Things Can Get Twisted And Haunted And Crowded. You Can't Even Feel Right. So You Dream…

• The Tale Of Two Economies

  Published 01 August 2010 | viewed 0 times

  The Tale Of Two Economies...It simply continues, and as we see it is THE key tension in investment decision making of the moment. It's the…

• The Homeless Recovery?

  Published 01 July 2010 | viewed 0 times

  The Homeless Recovery?...No, we're not referring to some type of improvement in the homeless problem domestically. Unfortunately with what is happening both in residential real…

• The Many Faces Of Gold

  Published 01 June 2010 | viewed 0 times

  The Many Faces Of Gold...Who isn't talking about gold these days? Maybe that's more the appropriate question than not. Of course dial the clock back…

• Incoming

  Published 03 May 2010 | viewed 0 times

  INCOMING...Or not, to be quite honest. A few quarters after the US economy has printed positive GDP numbers, the debate continues to rage as to…

• March Madness

  Published 01 April 2010 | viewed 2,113 times

  March Madness?...In more ways than one? Sure could be. We quickly want to discuss the theoretical end to Fed money printing to buy back mortgage…

• The 5% Solution?

  Published 01 March 2010 | viewed 2,874 times

  Art For Art's Sake, Money For God's Sake...No, this is not an homage to the financial archangel Lloyd Blankfein and his flock of chaste and…

• Cycle Logical Issues?

  Published 01 February 2010 | viewed 3,971 times

  One of the early year themes we have been discussing on our subscriber site has been our expectation for an increase in market volatility. Probably…

• Of Mountains And Molehills

  Published 01 January 2010 | viewed 6,688 times

  Of Mountains And Molehills...As we move into the new year and 2010 forecast after forecast hits the Street, invariably the "mountain of money on the…

• On Allocation

  Published 01 December 2009 | viewed 4,745 times

  On Allocation...A while back in on our subscriber site, we penned a discussion trying to put the whole "mountain of money" thesis into perspective. The…

• Dear Prudence, Won't You Come Out To Play?

  Published 01 November 2009 | viewed 5,632 times

  Dear Prudence, Won't You Come Out To Play?...For years now, we have been focused on the macro theme of the credit cycle in all its…

• Bucking The Trend?

  Published 01 October 2009 | viewed 6,660 times

  Bucking The Trend?...It should be absolutely plainly obvious to everyone at this point that the direction of the dollar and many an alternative financial and…

• The "Other" Real Estate Issue - Revisited

  Published 01 September 2009 | viewed 6,665 times

  The "Other" Real Estate Issue - Revisited...It was in early February of this year that we penned a discussion about the state of the commercial…

• Generational Earthquakes

  Published 01 August 2009 | viewed 5,445 times

  Generational Earthquakes?...We're going to spend this month's discussion imbibing in a little bit of self indulgence. An exercise in sitting back quietly, looking out the…

• Going With The Flow

  Published 01 July 2009 | viewed 4,537 times

  Going With The Flow...You know full well by now that the Fed Flow of Funds report for 1Q 2009 hit the Street a while back.…

• Place Your Wagers

  Published 01 June 2009 | viewed 5,442 times

  Place Your Wagers...To the point, we want to take a very quick look in this discussion at the complexion and rhythm of US household wages…

• Of Fingers And Dikes

  Published 02 May 2009 | viewed 4,624 times

  Of Fingers And Dikes...We believe the concept of perception versus reality is an extremely important distinction in the current economic cycle and circumstances of the…

• I've Got Friends In Low Places

  Published 01 April 2009 | viewed 5,479 times

  I've Got Friends In Low Places...We have to admit that Fed actions announced at the last FOMC meeting very much took us by surprise. Point…