ContraryInvestor

ContraryInvestor

Contributor since: 26 Feb 2010

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Biography

• As Per The Script?

  Published 01 July 2007 | viewed 6,410 times

  As Per The Script?...Boy, it sure looks that way at this point. So maybe we should not be so surprised at all that the markets…

• Bail Bonds

  Published 01 June 2007 | viewed 4,468 times

  Liquidity Is A Coward...With the near vertical movement in the equity market since last summer, the mainstream media these days is filled with commentary and…

• Deficit Attention Syndrome

  Published 01 May 2007 | viewed 6,731 times

  Deficit Attention Syndrome...It has been a very long while since we have brought up the US trade deficit. We've covered it so heavily for years…

• It's Delightful, It's Delovely, It's Deleverage!

  Published 01 April 2007 | viewed 7,733 times

  Asset Inflation Nation...For any of you living the in SF Bay Area or familiar with NFL football in general, we're quite sure you've heard the…

• Love Triangle?

  Published 01 March 2007 | viewed 7,280 times

  Love Triangle?...Nope, we promise we'll leave any comments regarding US astronauts out of this entirely. It's been a while since we've brought up the subject…

• We're Swimming In Liquidity, Aren't We?

  Published 01 February 2007 | viewed 13,354 times

  We're Swimming In Liquidity, Aren't We?...Although we're pretty darn guilty of this ourselves, we can't turn around these days without hearing the words, "it's a…

• Homeland Insecurity?

  Published 01 January 2007 | viewed 8,390 times

  Homeland Insecurity?...To ourselves, the single most important issue for the real US economy and financial markets in 2007 is the fate of US residential real…

• Attack Of The Fifty Foot Woman

  Published 01 December 2006 | viewed 7,755 times

  Stuck In The Middle...It seems much more than clear that equity investors of the moment have more than warmly embraced the Goldilocks thesis regarding the…

• Supporting The Trade

  Published 03 November 2006 | viewed 4,291 times

  Supporting The Trade...It's been some time since we have brought up the US trade deficit. Why? Because there simply is not much to say at…

• Pop Cycles

  Published 01 October 2006 | viewed 7,421 times

  Pop Cycles...So here we find ourselves at the end of what has historically been one of the poorest months of the year for stock market…

• What Are The Transports Telling Us?

  Published 01 September 2006 | viewed 6,527 times

  What Are The Transports Telling Us?...It's pretty darn clear that the markets reacted relatively meaningfully to a good number of 2Q earnings announcements, both on…

• The Landing Pad

  Published 01 August 2006 | viewed 9,318 times

  The Landing Pad The Landing Pad... As you most likely know, or better know, housing is a classic leading economic indicator in terms of forward…

• Multiple Problems Or Opportunities, Which Is It?

  Published 01 July 2006 | viewed 6,321 times

  Multiple Problems Or Opportunities, Which Is It?...One of the first lessons every young and hungry securities analyst who enters the investment business learns, or at…

• Stags Leap

  Published 01 June 2006 | viewed 7,797 times

  Base Jumping...Do you ever wonder what it would be like to jump off of a mountain such as El Capitan in Yosemite with only a…

• From Sea To Shining Sea (Of Liquidity)

  Published 01 May 2006 | viewed 8,235 times

  From Sea To Shining Sea (Of Liquidity)...To suggest that the theme of liquidity being provided to the financial markets and real economy has been an…

• The Advant "Hedge" Of Small Caps?

  Published 01 April 2006 | viewed 5,926 times

  The Advant "Hedge" Of Small Caps?...As you know, moving into the new year there were a lot of folks suggesting that large cap stocks would…

• It's All In The Follow Through

  Published 01 March 2006 | viewed 8,476 times

  It's All In The Follow Through ...Although we usually abhor the media and assorted Street pundits picking apart every single word of FOMC monetary policy…

• 'Neff Said?

  Published 01 February 2006 | viewed 8,850 times

  'Neff Said ...In the wonderful first edition of the Barron's annual roundtable discussions that hit the Street a few weeks back, we saw a quote…

• The Many Faces Of Liquidity

  Published 01 January 2006 | viewed 7,352 times

  I Really Wanna Care. I Wanna Feel Somethin. Let Me Dig A Little Deeper. Nope, Nothin'. My Give A Damn's Busted ...If there's one issue…

• The Times They Are (About To Be) A Changin'

  Published 01 December 2005 | viewed 9,180 times

  Oh Say Can You OCC? ...As you might know, the OCC (Office of the Comptroller of the Currency and one of the chief banking system…