Jesse's Café Américain

"To enter hell is to be banished from humanity. What is cast (or casts itself) into hell is not a man: it is 'remains.' To be a complete man means to have the passions obedient to the will and the will offered to God: to have been a man – to be an ex-man or 'damned ghost' – would presumably mean to consist of a will utterly centered in its self and passions utterly uncontrolled by the will." C. S. Lewis, The Problem of Pain, 1940

Showing posts with label contrarian. Show all posts
Showing posts with label contrarian. Show all posts
19 April 2011

The Much Abused Spirit of Contrarianism

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Should one seek the most despised trade, the least loved asset, and buy it in the spirit of Contrarianism? Act ways uncommon in principle ...
21 April 2010

93% Of Commodity Specs Believe that Gold Price Will Decline; US Financial Model Is a Threatened Specie

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Of course that pun in the title is intended. How could you even ask? Mom and Pop America, unlike their Asian counterparts, and most speculat...
04 February 2010

Taleb: US Treasuries a 'No-Brainer' Short

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"Investors should bet on a rise in long-term U.S. Treasury yields, which move inversely to prices, as long as Bernanke and White House...
23 November 2009

The US Dollar Is In a Secular Bear Market and Will Remain in One Until...

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Contrarians might take some cheer from dollar bearishness, but one needs to be aware that not everything that is fundamental and recognizabl...
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