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Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, Aug. 6, 2025. Today’s Stocks On The Contrarian Radar©️ segment features ICHR and starts at the bottom of this page. Read how the Contrarian Investment Portfolio produced a positive return for the third straight month and how it is being positioned. State of Play After a tu...

Welcome to the Daily Contrarian, our morning evening look at events likely to move markets. It is Sunday, Aug. 3 and we are posting this unprecedented early briefing due to your host’s travel schedule. Hot off the press: Read how the Contrarian Investment Portfolio produced a positive return for the third straight month and how (and why) it is being positioned a bit more defensively... State of Pl...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, July 28, 2025. Today‘s Stocks On The Contrarian Radar©️segment features WHR and starts at the bottom of this page. State of Play Last night saw the announcement of a trade deal between the US and Europe. That is not having much of an impact as we eye or board of indicators fo...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It Wednesday, July 23, 2025. State of Play President Trump announced a ‘massive’ trade deal with Japan last night. This caused stocks in Japan to rally as the Nikkei gained 3.5% on the day. As we eye or board of indicators for signs of direction at 0815, these are mostly positive: * Stock...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, July 21, 2025. Your host returns after a long illness-induced absence. Apologies for any inconveniences caused by this outage. State of Play Stocks find themselves at record highs after moving higher last week. As we eye or board of indicators for signs of direction at 0915 E...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, July 9, 2025. Today’s Stocks On The Contrarian Radar©️ segment features pharmaceuticals, specifically MRK , and can be read at the bottom of this page. State of Play Stocks have meandered this week due to lack of catalysts, just as was anticipated . As we eye or board of i...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, July 7, 2025. Today’s Stock On The Contrarian Radar features Tesla ( TSLA ) and can be read at the bottom of this page. State of Play B, with President Trump threatening new tariffs on countries that side with policies by BRICS nations. That is weighing on things as we eye or...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events moving markets. It is Thursday, July 3. Jobs Day. Read this month’s update on the Contrarian Portfolio here . State of Play Non-farm payrolls , which we’ve been waiting for all week, just came in better than anticipated . As we eye or board of indicators for signs of direction at 0845 ET, risk on is the story: *...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, July 2. Hot off the press: Read this month’s update on the Contrarian Portfolio here . State of Play Tesla (TSLA ) just reported second quarter deliveries. These fell short of estimates but apparently not enough to scare investors as the stock is moving higher in the pre-m...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, June 16, 2025. State of Play A return to normalcy appears to be on deck, judging by or board of indicators. As of 0755 ET these are pointing to risk-on: * Stock index futures are rising , led by small caps. The Russell 2000 is up 1.1% with S&P 500 and Nasdaq both 0.6% to the...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, June 13, 2025. Happy Friday the 13th to those who celebrate. State of Play Israel carried out a series of attacks on and in Iran yesterday, adding a big dose of fear to the market set-up. As we eye or board of indicators for signs of direction at 06tk ET, this is being seen i...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, June 12, 2025. State of Play Stocks closed a little lower yesterday, despite a softer-than-anticipated CPI and proclamation by President Trump of a trade deal agreement with China. There were additional concerns about tensions between the US and Iran. As we eye or board of...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. Today in video format! This is a recording of the live session recorded at 0655 ET on Wednesday, June 11, 2025. State of Play Stocks advanced a bit yesterday. There was no news on a trade deal between the US and China and no real market-moving news elsewhere either. As a result, The Contra...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, June 9, 2025. State of Play It’s a quiet start to a week that will almost certainly be highlighted by China-US trade talks. As we eye or board of indicators for signs of direction at 0645, there isn’t much to go by: * Stock index futures are flat with the exception of small c...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, June 6, 2025. Jobs Day. Read this month’s portfolio update letter . State of Play Stocks closed lower yesterday amid a burgeoning feud between Elon Musk and President Trump. As a matter of fact, it may have already moved beyond ‘burgeoning’ to ‘full-fledged.’ As we eye or boa...

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Meb Faber of Cambria Investments joins the podcast to discuss the state of markets and the economy, the need to diversify internationally, and why dividends are not a good thing. This episode was recorded Monday, June 2, 2025 and is being made available to premium subscribers exclusively at this time. Free sub...

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. It is Wednesday, May 28. State of Play Stocks rallied yesterday, ending a four-day losing streak on the ‘tariffs off’ move from the weekend. As we eye or board of indicators for signs of direction 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. It is Tuesday, May 27. Welcome to the last week of May. State of Play President Trump on Sunday said he would hold off on imposing new tariffs on the European Union. That is helping risk appetite as we...

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. It is Thursday, May 22. State of Play Stocks were on their way to a day of gains yesterday until a Treasury bond auction went awry . At issue was demand for 20-year Treasurys, which was hurt by all thi...

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. It is Tuesday, May 20. State of Play Stocks rebounded yesterday after an early bout of selling, shrugging off the Moody’s debt downgrade from the weekend to finish unchanged. Home Depot ($HD ) just rep...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, May 12. Today’s briefing is delayed a bit due to Walmart earnings. The Stocks On The Contrarian Radar©️ segment features $UNH and starts at the bottom of this page. State of Play Stocks gained more ground yesterday, led by tech again as the Nasdaq put in its sixth straight da...

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. It is Wednesday, May 14. State of Play Stocks advanced again yesterday with tech leading the way again. As we eye or board of indicators for signs of direction at 0630 ET, there is very little to go by...

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. It is Monday, May 12. State of Play News of this China-US trade deal is greatly helping risk appetite as we eye or board of indicators for signs of direction at 0655 ET: * Stock index futures are rally...

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. It is Thursday, May 8. State of Play Stocks managed to close higher yesterday after the FOMC meeting was a non event, as expected. Overnight came news that the US and UK would sign a trade deal, the fi...

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. It is Wednesday, May 7. Fed Day. State of Play Stocks dropped a bit yesterday but then positive earnings from $AMD after the close helped sentiment overnight. So did news of meetings between US and Chi...