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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 Monday, Nov. 27. The Bottom Line segment of today’s podcast starts at (4:07) for listeners who want to skip ahead. State of Play Things were quiet over the Thanksgiving weekend. Early reports of Black Friday sales are encouraging . As we look at our board of indic...

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. 22. The Bottom Line segment of today’s podcast starts at (4:08) for listeners who want to skip ahead. State of Play Stocks gave up a little ground yesterday as earnings weighed on sentiment. After the close Nvidia ($NVDA ) beat analyst expectations...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Monday, Nov. 20. The Bottom Line segment of today’s podcast starts at (1:58) for listeners who want to skip ahead. State of Play It was a pretty quiet weekend other than Sam Altman drama. The latest twist here is that he’s joining Microsoft ($MSFT ), which has cau...

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, Nov. 16. The Bottom Line segment of today’s podcast starts at (3:54) for listeners who want to skip ahead. State of Play Stocks gained yesterday but closed off of th...

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. 14. The Bottom Line segment of today’s podcast starts at (3:49) for listeners who want to skip ahead. State of Play Stocks treaded water yesterday, as can be expected on a day of little tangible news. As of 0620 all is dead quiet ahead of the inflati...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Monday, Nov. 13. The Bottom Line segment of today’s podcast starts at (3:31) for listeners who want to skip ahead. State of Play Stocks put in a big rally on Friday, as had been presaged by Bitcoin prices . It was a pretty quiet weekend and as of 0635 futures mark...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Friday, Nov. 10. The Bottom Line segment of today’s podcast starts at (3:40) for listeners who want to skip ahead. State of Play Stocks finished lower yesterday for the first time in eight trading days (nine for the Nasdaq) after Fed Chair Jerome Powell succeeded...

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, Nov. 9. The Bottom Line segment of today’s podcast starts at (4:07) for premium subscribers who want to skip ahead. The free version of the podcast is a short highli...

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, Nov. 8. The Bottom Line segment of today’s podcast starts at (3:30) for listeners who want to skip ahead. State of Play Stocks advanced again yesterday. It was the...

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. 7. The Bottom Line segment of today’s podcast starts at (5:03) for listeners who want to skip ahead. State of Play Stocks eked out a gain yesterday, with the exception of small caps. Overnight, the company WeWork ($WE ) filed for bankruptcy in a move...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Monday, Nov. 6. The Bottom Line segment of today’s podcast starts at (3:02) for listeners who want to skip ahead. State of Play Friday saw another big rally on Wall Street and nothing happened over the weekend to change the new bullish narrative that emerged with...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Friday, Nov. 3. Jobs Day. The Bottom Line segment of today’s podcast starts at (3:20) for listeners who want to skip ahead. State of Play Stocks put in a major rally yesterday, presumably on the back of the Fed. Small caps had the biggest gains (Russell +2.5%), co...

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. 2. The Bottom Line segment of today’s podcast starts at (4:57) for listeners who want to skip ahead. State of Play The Federal Reserve kept its key interest rate unchanged as expected and upgraded its assessment of the economy. Fed Chair Jerome Powe...

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, Nov. 1. Fed Day. The Bottom Line segment of today’s podcast starts at (6:43) for listeners who want to skip ahead. State of Play Stocks traded a bit higher yesterda...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Tuesday, Oct. 31. Happy Halloween! The Bottom Line segment of today’s podcast starts at (4:19) for listeners who want to skip ahead. State of Play Stocks rallied yesterday and the S&P 500 exited correction territory just one trading day after entering it. There wa...

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, Oct. 30. The Bottom Line segment of today’s podcast starts at (3:00) for listeners who want to skip ahead. State of Play Friday saw a big sell off in large cap stocks...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Thursday, Oct. 26. The Bottom Line segment of today’s podcast starts at (5:36) for listeners who want to skip ahead. Today’s briefing and podcast is free. To receive these every market day morning, become a paid subscriber. State of Play Stocks sold off pretty ste...

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, Oct. 25. The Bottom Line segment of today’s podcast starts at (3:41) for listeners who want to skip ahead. State of Play Stocks rallied yesterday after mostly posit...

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, Oct. 24. The Bottom Line segment of today’s podcast starts at (3:30) for listeners who want to skip ahead. State of Play Stocks finished a bit lower yesterday but the...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Monday, Oct. 23. The Bottom Line segment of today’s podcast starts at (3:40) for listeners who want to skip ahead. State of Play As of 0635 we are looking at risk-off almost everywhere: * Stock index futures are down, led by tech and small caps with the Nasdaq and...

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, Oct. 19. The Bottom Line segment of today’s podcast starts at (5:29) for listeners who want to skip ahead. State of Play Stocks sold off yesterday, worse than bonds...

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, Oct. 18. The Bottom Line segment of today’s podcast starts at (5:41) for listeners who want to skip ahead. State of Play Bonds sold off again yesterday for unclear...

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, Oct. 17. The Bottom Line segment of today’s podcast starts at (3:05) for listeners who want to skip ahead. State of Play Stocks advanced yesterday as bonds sold off....

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Monday, Oct. 16. The Bottom Line segment of today’s podcast starts at (2:21) for listeners who want to skip ahead. State of Play It was a relatively quiet weekend all things considered. As of 0630 all is pretty quiet: * Stock index futures are mixed. Small caps ar...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Friday, Oct. 13. The Bottom Line segment of today’s podcast starts at (3:30) for listeners who want to skip ahead. State of Play Stocks and bonds retreated yesterday after a hotter-than-anticipated CPI report. The situation wasn’t helped by a weak bond auction , t...