ContraryInvestor

ContraryInvestor

Contributor since: 26 Feb 2010

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Biography

• Super Helpful Interim Transmissions?

  Published 02 March 2004 | viewed 3,224 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 4,175 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 3,865 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 4,291 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 3,609 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 4,197 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 4,110 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 3,327 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 4,027 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 3,266 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 4,298 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 3,122 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 3,237 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 3,595 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 7,353 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 3,217 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 3,479 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 4,041 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 4,253 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 3,855 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…