Contrary Investor » Uncategorized

A few weeks back I penned a discussion regarding a number of noticeable technical divergences we’re seeing the in current market environment.  How these resolve will be important over the shor...

https://contraryinvestor.com/2013/10/21/logging-in/

Personally, I think even attempting to call a top on this character of an equity market is an exercise in the self-infliction of pain for now.  It has been a long time since I’ve seen this typ...

https://contraryinvestor.com/2013/10/21/diverging-view-points/

In June of this year Fed Chairman Bernanke first publicly discussed the possibility that the Fed would begin “tapering” their Quantitative Easing program somewhere in the near future. Since t...

https://contraryinvestor.com/2013/10/20/the-taper-chase/

As you know, we all await the Fed word from on high this Wednesday. Will they or won’t they? As always, the most important part of the equation will be the market reaction to whatever happens. ...

https://contraryinvestor.com/2013/10/20/if-you-plant-ice-youre-gonna-harvest-wind/

There has been many an article written about the similarities between gambling (largely poker) and investing. The important macro self-disciplines for each are common denominators – the importa...

https://contraryinvestor.com/2013/10/20/counting-cards/

In Tibet, the Sherpas’ call it Chomolungma.  In China it’s known as Zhumulangma.  In Nepal it is sometimes called Sagarmatha.  You know it as Mount Everest. For many years I’ve been enam...

https://contraryinvestor.com/2013/08/22/chomolunga/

Over the last few months we have encountered heightened volatility in the bond market. Although Treasury yields had been increasing in front of a mid-June speech by Fed Chairman Bernanke, they ha...

https://contraryinvestor.com/2013/07/26/oh-behave-mr-bond/

You may have noticed that recently released NYSE margin debt data showed us a month over month decline.  Taken as a singular data point, pretty darn meaningless.  But set against the context of...

https://contraryinvestor.com/2013/07/14/getting-into-rarified-air/

Investors are painfully aware of Fed Chairman Bernanke’s comments in mid-June on timing the end of Quantitative Easing (QE III). Can it really be that, after imposing a flattened rate environme...

https://contraryinvestor.com/2013/06/30/going-into-labor/

To suggest gold is a controversial asset is not bold. For those watching long term, you know gold rose over 300% in the last decade before it even gained mainstream attention, let alone acceptanc...

https://contraryinvestor.com/2013/06/30/whats-wrong-with-gold/