• 99 days Could Crypto Overtake Traditional Investment?
  • 104 days Americans Still Quitting Jobs At Record Pace
  • 106 days FinTech Startups Tapping VC Money for ‘Immigrant Banking’
  • 109 days Is The Dollar Too Strong?
  • 109 days Big Tech Disappoints Investors on Earnings Calls
  • 110 days Fear And Celebration On Twitter as Musk Takes The Reins
  • 111 days China Is Quietly Trying To Distance Itself From Russia
  • 112 days Tech and Internet Giants’ Earnings In Focus After Netflix’s Stinker
  • 116 days Crypto Investors Won Big In 2021
  • 116 days The ‘Metaverse’ Economy Could be Worth $13 Trillion By 2030
  • 117 days Food Prices Are Skyrocketing As Putin’s War Persists
  • 119 days Pentagon Resignations Illustrate Our ‘Commercial’ Defense Dilemma
  • 120 days US Banks Shrug off Nearly $15 Billion In Russian Write-Offs
  • 123 days Cannabis Stocks in Holding Pattern Despite Positive Momentum
  • 124 days Is Musk A Bastion Of Free Speech Or Will His Absolutist Stance Backfire?
  • 124 days Two ETFs That Could Hedge Against Extreme Market Volatility
  • 126 days Are NFTs About To Take Over Gaming?
  • 127 days Europe’s Economy Is On The Brink As Putin’s War Escalates
  • 130 days What’s Causing Inflation In The United States?
  • 131 days Intel Joins Russian Exodus as Chip Shortage Digs In



Contributor since: 26 Feb 2010


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 4,759 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 6,519 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 5,739 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 5,146 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 6,551 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 3,958 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 4,820 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 4,669 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 4,910 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 4,047 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 5,001 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 5,381 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 5,875 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 7,678 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 4,343 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 3,681 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 5,161 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 6,906 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 3,563 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 6,729 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…