• 2 days Investors Are Patient With Unprofitable Giants
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  • 22 days ‘Easy Money’: Crypto Is Still Attracting Newbie Investors
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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.

  • As Per The Script?

    Published 01 July 2007 | viewed 5,801 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 3,907 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 6,163 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 7,086 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 6,630 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 12,756 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 7,843 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 7,012 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 3,712 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 6,811 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 5,928 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 8,711 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 5,724 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 7,231 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 7,716 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 5,382 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 7,850 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 8,312 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 6,735 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 8,662 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…