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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.

  • 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 1,156 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 1,620 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 2,858 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 5,686 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 3,625 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 4,597 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 3,849 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 5,847 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 4,527 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 3,689 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 4,181 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 3,647 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 4,477 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…