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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 Most Important Messages From The 4Q GDP Report

    Published 01 March 2009 | viewed 4,527 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 6,342 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 5,358 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 4,998 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 6,235 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 3,824 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 4,611 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 4,498 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 4,650 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 3,883 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 4,833 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 5,189 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 5,739 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 7,338 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 4,165 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 3,479 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 5,029 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 6,746 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 3,415 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 6,542 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…