Tag: contrarian investing

Questioning Persistent High Inflation and Deep Recession

In the past week or so, the markets, I suggest, have begun to question the prevailing conventional wisdom that inflation will remain persistently high and that the economy is likely to fall into a deep recession. This article explores why. >> To subscribe to this monthly newsletter, click on Subscribe! Commodity Prices & Payroll Suggest Moderating…

The Lonely Life of a Contrarian Investor

Contrarian investors lead lonely lives. There are many flavors of investors.  Some follow momentum.  Some are broad asset allocators.  Some are short-term traders.  There are a lot of ways to make money in the market.  There is no one answer. Even further, different strategies can be effective at different times. Contrarians Take Positions Against Prevailing Conventional…