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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.

  • Double Trouble

    Published 01 July 2002 | viewed 5,272 times

    The Fact Of The Matter...For those who have kindly read our discussions for almost the past half decade, you know that we try to deal…

  • The Corp. Of The Problem

    Published 02 June 2002 | viewed 5,905 times

    Revisionist Theory...The recent revisions to the original 1Q GDP report a few weeks back deserve mention. If for nothing more than to reinforce the point…

  • Belaboring The Point

    Published 29 April 2002 | viewed 4,218 times

    Economic Rehab...The patient is clearly out of the clinic and functioning as a productive member of global society once again. At least according to the…

  • Yesterday Came Suddenly

    Published 02 April 2002 | viewed 5,127 times

    The Convenience Of History...It often times amuses us that history can be both our greatest ally and worst enemy. For those who expect tomorrow to…

  • At The Margin

    Published 03 March 2002 | viewed 4,599 times

    At The Margin...Our February Monthly Market Observations discussion primarily addressed current US equity mutual fund characteristics in this country. Characteristics including net cash inflows, current…

  • The Struggle For The Legal Tender

    Published 03 February 2002 | viewed 4,498 times

    If You Run Short Of Money, Honey, I'll Run Short Of Time... In our modern world of 24/7 streaming information blaring at us from the…

  • The Economic Recovery: Debt Or Alive?

    Published 02 January 2002 | viewed 4,751 times

    Since The End Is Never Told We Pay The Teller Off In Gold In Hopes He Will Come Back, But He Cannot Be Bought Or…

  • Tangled Up In Blue

    Published 03 December 2001 | viewed 4,758 times

    Colors...The gang rivalry on the Street these days is clearly identifiable by the colors favored by two disparate factions. At best, the gangland coexistence can…

  • Stool Pigeons

    Published 05 November 2001 | viewed 4,821 times

    You Can Tell It Goodbye!...For the second time in the same season, two Bonds' have established records. Both Barry and the 30 year Treasury Bonds…

  • The Accelerant

    Published 01 October 2001 | viewed 4,643 times

    Backdraft...In our September discussion, we questioned whether the US consumer would be able to continue along the consumption path in support of the economy in…