• 99 days Could Crypto Overtake Traditional Investment?
  • 104 days Americans Still Quitting Jobs At Record Pace
  • 105 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.

  • Super Helpful Interim Transmissions?

    Published 02 March 2004 | viewed 2,897 times

    Super Helpful Interim Transmissions...We were extremely pleased to see that Greenspan appeared to be in good health at his semiannual Monetary Policy Report to Congress…

  • The Mistakes Of Our Grandparents?

    Published 02 February 2004 | viewed 3,735 times

    The Mistakes Of Our Grandparents?...We hold the folks at the Bank Credit Analyst in relative high esteem for their quantitative skills. They are widely read…

  • Dealing With Our Issues

    Published 07 January 2004 | viewed 3,515 times

    Dealing With Our Issues...As opposed to our normal routine of addressing one or two issues pertinent to the financial markets in these monthly discussions, we…

  • Metal Heads Up

    Published 02 December 2003 | viewed 4,001 times

    Metal Heads...It has been some time since we have formally addressed gold in a discussion, at least in more than a passing or tangential manner.…

  • Diffusion Illusion?

    Published 01 November 2003 | viewed 3,260 times

    Diffusion Illusion?...Well, its finally official. The third quarter did indeed see blowout GDP growth results. And as you are probably aware, growth in the third…

  • Equal Opportunity Inflation?

    Published 01 October 2003 | viewed 3,879 times

    The Job-Loss Recovery...You may have seen this characterization of current labor market circumstances post the release of recent employment data. Its fitting for now. As…

  • The Ultimate Relay Race?

    Published 01 September 2003 | viewed 3,740 times

    Anemia...It's really no secret at all that the most recent recession was one of the shallowest on record. The headline GDP numbers covering the recessionary…

  • Runaway Trains

    Published 02 August 2003 | viewed 3,010 times

    Flashing Red Warnings Unseen In The Rain, This Thing Has Turned Into A Runaway Train...Let's face it, it's simply not often that we experience a…

  • The Ultimate Balancing Act?

    Published 06 July 2003 | viewed 3,725 times

    Strangers Bearing Gifts From Afar...Every quarter in the subscriber portion of the site we try to take a little peek at total money flows supporting…

  • Eastern Meditation

    Published 31 May 2003 | viewed 2,983 times

    The Really, Really Smart Guys?...There is an old saying in certain market circles that goes like this. "The public lost their money in 1929 and…

  • The X Games

    Published 03 May 2003 | viewed 3,999 times

    The X Games...As you may know, May is the month in which the global X Games championships will occur. Extreme skateboarding, biking, snow boarding, Moto-X,…

  • Yesterday Once More?

    Published 30 March 2003 | viewed 2,814 times

    A Beautiful Day In The Neighborhood?...As you know, the third week of March witnessed the largest one week percentage gain in the Dow in over…

  • Fear In Check?

    Published 01 March 2003 | viewed 2,917 times

    Fear Factors...There is absolutely no question that significant equity bear markets bottom in the height of investor fear. Fear that is often irrational. Fear that…

  • At Your Service

    Published 02 February 2003 | viewed 3,268 times

    The Weight Of Trade...Although the ever struggling consensus missed the actual number by about 10% to the downside, it certainly wasn't that big a surprise…

  • The Sacred Geometry Of Chance

    Published 06 January 2003 | viewed 6,999 times

    The Hidden Law Of A Probable Outcome...Well there you have it. 2002 was indeed the third consecutive down year for the DJIA in many a…

  • It Takes Two To Tango

    Published 01 December 2002 | viewed 2,887 times

    The Dirty Dozen...Clearly the Fed wasn't fooling around as it cut the Fed Funds rate in early November by a relatively resounding 50 basis points.…

  • Window Pains

    Published 03 November 2002 | viewed 3,120 times

    Window Pains...Investing in the financial markets necessarily involves one's ability to change perspectives over time. Often the job of assessing what is important at any…

  • Losing My Religion?

    Published 06 October 2002 | viewed 3,740 times

    The Contrarian's Dilemma...Contrarian thinking and investment decision making is an art. An acquired feel for the rhythms and circumstances of any current market environment set…

  • Unfinished Business

    Published 07 September 2002 | viewed 3,938 times

    Consumption Junction?...Although the recent official headline recession is over for now, current labor market conditions resemble anything but a strong economic recovery. Important in that…

  • Rational Pessimism?

    Published 30 July 2002 | viewed 3,527 times

    Practicing Random Acts Of Logic And Senseless Rationality...Although it should really be no surprise to anyone, it's pretty darn clear that emotion can play a…