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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 6. State of Play Stocks dropped a bit yesterday for the first time in weeks on renewed tariff concerns. As we eye or board of indicators for signs of direction at 0650, it looks like...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, April 22. State of Play Stocks got beaten up yesterday the Nasdaq officially entered a bear market. As we eye our board of indicators for signs of direction at 0700, risk appetite appears to be returning: * Stock index futures are pointing to gains , led by small caps (usual...

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, April 21. State of Play US stocks return to action today after a three-day absence. As we eye our board of indicators for signs of direction at 0655, sentiment is apparently being weighed...

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, April 16. State of Play Stocks closed unchanged yesterday after a quiet trading session. (When was the last time we said that?) There was some bad news after the close from Nvidia ($NV...

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, April 10. State of Play Stocks staged a major rally yesterday after President Trump announced a 90-day pause on reciprocal tariffs. When we say major rally, we mean major . We’re talkin...

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, April 9. State of Play Stocks dropped yesterday after a dramatic mid-day reversal, all due to tariffs. As we eye our board of indicators for signs of direction at 0640 ET risk-off is o...

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, April 8. State of Play Stocks finished roughly unchanged yesterday after one of the most volatile sessions in recent memory. As we eye our 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 Thursday, April 3. Read this month’s portfolio update letter here ! State of Play President Trump’s ‘ Liberation Day ’ address yesterday afternoon caused much consternation. Futures plummeted aft...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, April 2. State of Play Stocks advanced yesterday but closed off the highs. As we eye our board of indicators for signs of direction at 0650, things are quiet ahead of Tesla ($TSLA ) deliveries and all this Liberation Day stuff : * Stock index futures are dropping a bit , l...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, March 31. The last day of the first quarter. Today’s Stocks On The Contrarian Radar©️ segment features tail risk ETFs and starts at the bottom of this page. State of Play Stocks sold off pretty dramatically on Friday after inflation data came in slightly ahead of forecasts. A...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, March 27. Today’s Stocks On The Contrarian Radar©️ segment features automakers, especially $STLA , and starts at the bottom of this page . State of Play Stocks sold off again yesterday, reversing most of the week’s gains especially in tech land. It was not all bad however a...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, March 26. Today’s Stocks On The Contrarian Radar©️ segment features $CART and starts at the bottom of this page. State of Play Stocks rose yesterday for the third day in a row, though it was a quiet session with marginal gains. As we eye our board of indicators for signs o...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, March 25. Today’s Stocks On The Contrarian Radar©️ segment features $KBH and starts at the bottom of this page . State of Play Stocks put in a big rally yesterday on news of softer tariffs and better-than-anticipated flash PMIs. Tesla ($TSLA ) was one of the biggest winners...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, March 18. Today’s Stocks On The Contrarian Radar©️ segment features homebuilder stocks, especially $LEN , and starts at the bottom of this page . State of Play Stocks advanced yesterday — the second day in a row — but finished off the highs. As we eye our board of indicators...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, March 14. State of Play Stocks got beaten up yesterday. Tech saw the worst of it, with the Nasdaq dropping 2%. The bigger news was the S&P 500 entering correction territory, defined as a drop of 10% from the all-time high. Ugly! As we eye our board of indicators for signs of...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, March 13. Today’s Stocks On The Contrarian Radar©️ segment features $KMPR and starts at the bottom of this page . State of Play Yesterday saw a rally in tech stocks as the rest of the market was left behind. Staples actually dropped with bond prices. As we eye our board of...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, March 5. Today’s Stock On The Contrarian Radar©️ $APTV can be read at the bottom of this page . Be sure to read this month’s Contrarian Portfolio update letter . State of Play Stocks dropped again yesterday but finished off the lows due to news of Trump tariffs apparently...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, March 3. Today’s Stock On The Contrarian Radar©️ is $CACI at the bottom of this page. Be sure to read this month’s Contrarian Portfolio update letter ! State of Play Stocks advanced on Friday, all thanks to a late-day rally that came out of nowhere. As we eye our board of ind...

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 Friday, Feb. 28. State of Play Stocks dropped again yesterday, led by tech. It was actually the worst sell-off of the week and makes for a pretty big intermittent drop for the Nasdaq 100 ($QQQ ),...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, Feb. 25. Today’s Stocks On The Contrarian Radar©️ features $NVDA at the bottom of this page. State of Play Stocks dropped again yesterday. Tech saw the worst of it as the Nasdaq declined by more than 1%. The close of trading brought more bad news, with Hims & Hers ($HIMS ) e...

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Dan Rasmussen of Verdad Capital joins the podcast to discuss the dwindling prospects for AI stocks and why investors might want to look outside the US for better returns. This podcast episode is available to premium subscribers only at this time. Free subscribers may listen to the short preview clip attached t...

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, Feb. 18. Welcome back after the long weekend. State of Play As we eye our board of indicators for signs of direction at 0630, things are pretty quiet: * Stock index futures are showing a...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, Feb. 12. Today’s Stocks On The Contrarian Radar©️ section featuring $WMG starts at the bottom of this page. State of Play Yesterday was a blah day in markets with little movement. We did get positive earnings from Supermicro ($SMCI ) after the close. SoftBank was less impr...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, Feb. 10. Today’s Stocks On The Contrarian Radar©️ section featuring $NWL starts at the bottom of this page. State of Play Fresh news from tariff land , with President Trump saying he will impose 25% charges on steel and aluminum tariffs. As we eye our board of indicators for...

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, Feb. 6.. Be sure to read the monthly portfolio update ! State of Play Stocks closed higher yesterday after a kind of blah session. There was more bad news for semiconductors after the c...