Jesse's Café Américain: contrarian

“I know there is a God — I see the storm coming and I see His hand in it — If He has a place for me then I am ready.”

John F. Kennedy, scrawled on a prayer breakfast program, NYT, May 15, 1964

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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Jesse

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