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Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Friday, Jan. 12, 2024. The Bottom Line segment of today’s podcast starts at (5:52) for listeners who want to skip ahead. 0712: Updates with earnings below. State of Play Stocks didn’t move much yesterday with the exception of small caps, which dropped again. If th...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Thursday, Jan.11, 2024. The Bottom Line segment of today’s podcast starts at (4:08) for listeners who want to skip ahead. State of Play Stocks eked out a small gain yesterday in a relatively quiet session. The major news of the day came after the close with the lo...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Wednesday, Jan. 10, 2024. The Bottom Line segment of today’s podcast starts at (3:12) for listeners who want to skip ahead. State of Play Stocks didn’t move much yesterday, with the exception of small caps which dropped. Today is a quiet day with virtually nothing...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Tuesday, Jan. 9, 2024. The Bottom Line segment of today’s podcast starts at (4:11) for listeners who want to skip ahead. State of Play Yesterday saw the first major tech rally of the year, as the Nasdaq advanced by 2%+. It was actually the best day since November...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Monday, Jan. 8, 2024. The Bottom Line segment of today’s podcast starts at (3:33) for listeners who want to skip ahead. State of Play Congressional leaders yesterday announced a deal on spending limits, which would appear to be some progress toward avoiding a gove...

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Friday, Jan. 4, 2024. Jobs Day. The Bottom Line segment of today’s podcast starts at (3:42) for listeners who want to skip ahead. State of Play Stocks dropped again yesterday,...

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Thursday, Jan. 4, 2024. The Bottom Line segment of today’s podcast starts at (3:18) for listeners who want to skip ahead. State of Play Stocks dropped again yesterday, as the...

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Tuesday, Jan. 2, 2024. State of Play Happy New Year! Last week was uneventful as anticipated. The S&P 500 failed to close at a new all-time highs. Maybe today? As we look at o...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Friday, Dec. 22 (not 21st as erroneously referred to in the podcast intro). The Bottom Line segment of today’s podcast starts at (3:15) for listeners who want to skip ahead. State of Play Stocks rallied yesterday, all but recapturing their losses from the previous...

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Thursday, Dec. 21. The Bottom Line segment of today’s podcast starts at (3:38) for listeners who want to skip ahead. State of Play Stocks sold off unexpectedly yesterday. It w...

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Wednesday, Dec. 20. The Bottom Line segment of today’s podcast starts at (4:06) for listeners who want to skip ahead. State of Play Stocks rallied yesterday, especially small...

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Tuesday, Dec. 19. The Bottom Line segment of today’s podcast starts at (3:09) for listeners who want to skip ahead. State of Play Stocks closed a little higher yesterday after...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Monday, Dec. 18. The Bottom Line segment of today’s podcast starts at (2:52) for listeners who want to skip ahead. State of Play It was a quiet December weekend as the year winds to a close. We just had a pretty big cross-border M&A deal come through, with Nippon...

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Thursday, Dec. 14. The Bottom Line segment of today’s podcast starts at (3:55) for listeners who want to skip ahead. State of Play Santa has arrived! Stocks put in a major ral...

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Wednesday, Dec. 13. The Bottom Line segment of today’s podcast starts at (3:31) for listeners who want to skip ahead. State of Play Stocks closed a little higher yesterday aft...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Tuesday, Dec. 12. The Bottom Line segment of today’s podcast starts at (4:00) for listeners who want to skip ahead. State of Play Things were quiet yesterday, though stocks did close a bit higher even as cryptos sold off. As we look at our board of indicators at 0...

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Monday, Dec. 11. The Bottom Line segment of today’s podcast starts at (3:08) for listeners who want to skip ahead. State of Play As we look at our board of indicators at 0625,...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Friday, Dec. 8. Jobs Day. The Bottom Line segment of today’s podcast starts at (3:53) for listeners who want to skip ahead. State of Play Stocks finally put in a rally yesterday, led by tech as the Nasdaq gained over 1%. As we look at our board of indicators at 06...

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Thursday, Dec. 7. The Bottom Line segment of today’s podcast starts at (3:46) for listeners who want to skip ahead. State of Play Stocks treaded water again yesterday after AD...

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Wednesday, Dec. 6. The Bottom Line segment of today’s podcast starts at (4:02) for listeners who want to skip ahead. State of Play Stocks dropped yesterday after the JOLTS rep...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Tuesday, Dec. 5. The Bottom Line segment of today’s podcast starts at (4:04) for listeners who want to skip ahead. State of Play Stocks finished lower yesterday but well off of the lows of the session. Small caps were the outlier however, continuing their advance....

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Friday, Dec. 1. The Bottom Line segment of today’s podcast starts at (3:38) for listeners who want to skip ahead. State of Play Large-cap stocks rallied yesterday after the PCE Deflator came in almost exactly as anticipated. The joy was not shared by tech stocks h...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Thursday, Nov. 30. The Bottom Line segment of today’s podcast starts at (4:41) for listeners who want to skip ahead. State of Play Stocks treaded water again yesterday, finishing roughly flat after an early rally fizzled out. After the close Salesforce ($CRM ) and...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Wednesday, Nov. 29. The Bottom Line segment of today’s podcast starts at (4:43) for listeners who want to skip ahead. State of Play Yesterday was another quiet day, with major indexes not really moving from the break-even point. We just had General Motors ($GM ) i...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Tuesday, Nov. 28. The Bottom Line segment of today’s podcast starts at (3:56) for listeners who want to skip ahead. State of Play Stocks dropped a bit yesterday in a quiet session, just as had been anticipated in this space. As we look at our board of indicators a...