ContraryInvestor

ContraryInvestor

Contributor since: 26 Feb 2010

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• The Most Important Messages From The 4Q GDP Report

  Published 01 March 2009 | viewed 5,718 times

  Although quarterly GDP reports are usually not at the top of our list in terms of intensive review given the fact that by the time…

• We've Only Just Begun?

  Published 01 February 2009 | viewed 7,385 times

  We've Only Just Begun?...Yeah, that's pretty much how we see it at this point. We're referring to the process that is macro or systemic deleveraging.…

• Homes For The Holidays

  Published 01 January 2009 | viewed 6,608 times

  Homes For The Holidays...Unfortunately, yeah, and plenty of 'em. It's an understatement to suggest residential real estate was either directly or tangentially very important to…

• Yield Up Ahead?

  Published 01 December 2008 | viewed 5,913 times

  Yield Up Ahead?...Up ahead? Are you kidding us? At least in terms of current numbers, we're seeing individual equity yields we have not seen in…

• The Bigger Picture?

  Published 01 November 2008 | viewed 7,459 times

  The Bigger Picture?...Quite unfortunately, we need to quickly revisit and update our monthly discussion topic from August of this year. That discussion, entitled Doscientos Mes,…

• The "Other" Consumer Confidence Survey

  Published 02 October 2008 | viewed 4,683 times

  The "Other" Consumer Confidence Report...What the heck are they thinking now? You know who we mean, the foreign investment community. Who else? Hopefully without wildly…

• Fun With Funding

  Published 01 September 2008 | viewed 5,746 times

  Fun With Funding...You know that for some time now we have been preaching about what we believe to be one of the most important macro…

• Doscientos Mes

  Published 01 August 2008 | viewed 5,545 times

  Doscientos Mes...Set against the magnitude of credit cycle issues of the moment that indeed have very meaningful implications for what will be the reality of…

• Elephant Talk

  Published 01 July 2008 | viewed 5,735 times

  Talk, It's Only Talk...We're sure you'll fully remember the old adage, "watch what is done, not what is said". Well, it's time to trot it…

• The Many Faces Of Inflation

  Published 01 June 2008 | viewed 4,898 times

  The Many Faces Of Inflation...As we've mentioned more than a number of times in the past, one of the key debates among investors at the…

• Slowly I Turned

  Published 01 May 2008 | viewed 5,850 times

  Slowly I Turned, Step By Step, Inch By Inch...It has been quite some time since we've had a little check in on foreign sector buying…

• Wagging The Dog

  Published 01 April 2008 | viewed 6,274 times

  Wagging The Dog...Assessing what we know and what we don't know is the ever-present and ongoing psychological battle in investment management, now isn't it? Trying…

• The Far Too Simple Beauty Of The Promises We've Made

  Published 01 March 2008 | viewed 6,671 times

  You know I have been suggesting to the point of annoyance lately that it's the credit markets that hold the key to broader financial market…

• The Last Asset Bubble?

  Published 01 February 2008 | viewed 8,859 times

  The Last Asset Bubble?...It's clear that in addition to reacting to equities, the credit markets themselves have been leading the Fed by the nose directionally…

• Will The Truly Efficient Market Please Stand Up?

  Published 01 January 2008 | viewed 5,125 times

  Will The Truly Efficient Market Please Stand Up?...Although maybe it always seems this way, but it sure feels to us as if we're entering 2008…

• The "Other" Credit Market

  Published 01 December 2007 | viewed 4,451 times

  The "Other" Credit Market...For readers of our commentaries over the years, you already know that credit market analysis and observations have held quite the prominent…

• The Most Wonderful Time Of The Year?

  Published 01 November 2007 | viewed 5,803 times

  The Most Wonderful Time Of The Year?...Yes, that's right, the holidays are upon us. The most wonderful time of the year? Usually that's the case,…

• Contain This!

  Published 01 October 2007 | viewed 7,581 times

  Contain This...We all know far too well by now that late last year and early this year, many a Fed and Treasury official were proclaiming…

• Just Roll With It?

  Published 01 September 2007 | viewed 4,382 times

  There has been much written over the past month about credit market turmoil in the US, that has now clearly spread well beyond US borders…

• Going With The Flow?

  Published 01 August 2007 | viewed 7,562 times

  Going With The Flow?...You probably saw that the 2Q GDP report came in relatively strong, as was absolutely no surprise at all. Inventories were rebuilt…