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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, July 16. The Bottom Line segment of today’s podcast starts at (4:10) for listeners who want to skip ahead. Be sure to check out the brand new ‘Stocks on the Contrarian Radar’ segment at...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, July 15. The Bottom Line segment of today’s podcast starts at (3:27) for listeners who want to skip ahead. Be sure to check out the brand new ‘Stocks on the Contrarian Radar’ segment at the bottom of this page and (5:37) on the podcast. State of Play ‘Twas an eventful weekend...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, July 11. The Bottom Line segment of today’s podcast starts at (2:33) for listeners who want to skip ahead. Be sure to check out the new ‘Stocks on the Contrarian Radar’ section at the bottom of this page and (4:30) on the podcast. State of Play Stocks put in a broad-based r...

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, July 10. The Bottom Line segment of today’s podcast starts at (2:05) for listeners who want to skip ahead. Be sure to check out the new ‘ Stocks on the Contrarian Radar ’ section at th...

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, July 9. The Bottom Line segment of today’s podcast starts at (1:55) for listeners who want to skip ahead. Check out the brand new ‘stocks on the contrarian radar’ section at the bottom 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 Monday, July 8. The Bottom Line segment of today’s podcast starts at (3:41) for listeners who want to skip ahead. State of Play This weekend saw elections in France and cryptos enter a bear marke...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, July 5. The Bottom Line segment of today’s podcast starts at (2:54) for listeners who want to skip ahead. Be sure to check out the new ‘One Year Ago Today’ section at the bottom of this page. State of Play Welcome back from the July 4 holiday. We had elections in the UK and B...

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, July 3. The Bottom Line segment of today’s podcast starts at (3:08) for listeners who want to skip ahead. State of Play Stocks finished higher yesterday after Fed Chair Jerome Powell p...

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, July 1. Happy Canada Day! The first trading day of the third quarter. The Bottom Line segment of today’s podcast starts at (3:22) for listeners who want to skip ahead. State of Play The P...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, June 28. The last trading day of the second quarter (and first half) of 2024. The Bottom Line segment of today’s podcast starts at (4:11) for listeners who want to skip ahead. State of Play Stocks didn’t move much yesterday, just as we had anticipated in light of the dearth 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 Thursday, June 27. The Bottom Line segment of today’s podcast starts at (3:05) for listeners who want to skip ahead. Be sure to check out the new ‘One Year Ago Today’ segment at the bottom of thi...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, June 26. The Bottom Line segment of today’s podcast starts at (3:49) for listeners who want to skip ahead. Be sure to check out the new ‘One Year Ago Today’ segment at the bottom of this page. State of Play Tech stocks recovered yesterday, swapping roles with large caps, 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. It is Monday, June 24: The start of the last trading week of the second quarter (and first half) of 2024. The Bottom Line segment of today’s podcast starts at (3:37) for listeners who want to skip ahea...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, June 21. The Bottom Line segment of today’s podcast starts at (3:38) for listeners who want to skip ahead. Be sure to check out the new ‘One Year Ago Today’ segment at the bottom of this page. State of Play Stocks got bounced around a bit yesterday after economic data gave fu...

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, June 20. The Bottom Line segment of today’s podcast starts at (5:39) for listeners who want to skip ahead. Be sure to check out the new ‘One Year Ago’ segment at the bottom of this page...

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, June 17. The Bottom Line segment of today’s podcast starts at (2:56) for listeners who want to skip ahead. State of Play Chinese industrial production came in below estimates overnight an...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, June 14. The Bottom Line segment of today’s podcast starts at (2:59) for listeners who want to skip ahead. State of Play Stocks eked out another gain yesterday after softer-than-anticipated producer prices and initial jobless claims that surprised to the upside. Bonds gained...

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, June 13. The Bottom Line segment of today’s podcast starts at (3:38) for listeners who want to skip ahead. Be sure to check out the new ‘One Year Ago Today’ segment at the bottom of thi...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, June 12. The Bottom Line segment of today’s podcast starts at (3:10) for listeners who want to skip ahead. Be sure to check out the new ‘One Year Ago Today’ segment at the bottom of this page. State of Play The Nasdaq and S&P 500 closed at fresh record highs yesterday, pro...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, June 10. The Bottom Line segment of today’s podcast starts at (4:22) for listeners who want to skip ahead. State of Play Non-farm payrolls printed significantly hotter than anticipated on Friday, leading to a selloff in bonds. Stocks were mostly unaffected other than small ca...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, June 7. The Bottom Line segment of today’s podcast starts at (5:14) for listeners who want to skip ahead. Be sure to check out the new ‘One Year Ago Today’ segment at the bottom of this page. State of Play It’s Jobs Day which makes for a busy morning. Unexpectedly, GameStop (...

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, June 5. The Bottom Line segment of today’s podcast starts at (4:37) for listeners who want to skip ahead. Be sure to check out the new ‘One Year Ago Today’ segment at the bottom of thi...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, June 4. The Bottom Line segment of today’s podcast starts at (2:53) for listeners who want to skip ahead. State of Play The manufacturing survey we spoke of yesterday came in below estimates , leading to fresh concerns about the economy and a rally in the bond market. We als...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, June 3. The Bottom Line segment of today’s podcast starts at (3:42) for listeners who want to skip ahead. Be sure to check out the new ‘ One Year Ago Today’ segment at the bottom of this page. State of Play Roaring Kitty is back! Posted another cryptic meme last night and acc...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, May 31. The Bottom Line segment of today’s podcast starts at (2:53) for listeners who want to skip ahead. Be sure to check out the new ‘One Year Ago Today’ segment at the bottom of this page. State of Play Stocks sold off yesterday with tech seeing the worst of it but small c...