Contrarian Investor Premium

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, April 15. Tax Day. The Bottom Line segment of today’s podcast starts at (6:20) for listeners who want to skip ahead. State of Play It was not what one would call a quiet weekend as news of Iran attacking Israel broke on Saturday afternoon. Cryptos initially sold off in a majo...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, April 12. The Bottom Line segment of today’s podcast starts at (3:46) for listeners who want to skip ahead. State of Play Stocks advanced yesterday, recovering basically the ground lost on Wednesday, after producer prices came in a little softer than anticipated. As we look a...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, April 11. The Bottom Line segment of today’s podcast starts at (3:53) for listeners who want to skip ahead. State of Play Stocks dropped yesterday after a hotter-than-anticipated CPI, but finished off the lows. Small caps saw the worst of it with the Russell 2000 giving up...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, April 10. The Bottom Line segment of today’s podcast starts at (3:22) for listeners who want to skip ahead. State of Play Stocks treaded water again yesterday in another uneventful session. As we look at our board of indicators at 0620, all is deadly quiet ahead of the CPI...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, April 9. The Bottom Line segment of today’s podcast starts at (3:30) for listeners who want to skip ahead. State of Play Stocks did absolutely nothing yesterday. It was a quiet trading day as anticipated in light of the dearth of known events. As we look at our board of indi...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, April 5. The Bottom Line segment of today’s podcast starts at (3:07) for listeners who want to skip ahead. State of Play Stocks dropped yesterday, Dow Industrials saw the worst of it, putting in their worst day in more than a year . Which is kind of impressive seeing how 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. It is Thursday, April 4. The Bottom Line segment of today’s podcast starts at (3:21) for listeners who want to skip ahead. State of Play Stocks finished roughly unchanged yesterday after Fed Chair Jero...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, April 1. Happy April Fool’s Day and welcome to the second quarter! The Bottom Line segment of today’s podcast starts at (2:18) for listeners who want to skip ahead. State of Play A slow start to the week with markets in Europe and Asia still closed for Easter Monday. No such...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, March 28. The Bottom Line segment of today’s podcast starts at (3:08) for listeners who want to skip ahead. State of Play Stocks rallied yesterday with small caps leading the charge. This despite there not being any real news to speak of. As we look at our board of indicato...

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, March 27. The Bottom Line segment of today’s podcast starts at (4:25) for listeners who want to skip ahead. State of Play Stocks dropped a bit yesterday in a quiet...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets today. It is Tuesday, March 26. The Bottom Line segment of today’s podcast starts at (3:33) for listeners who want to skip ahead. State of Play Stocks closed a bit lower yesterday. As we look at our board of indicators at 0630, it looks like risk on is developing: * Stock index futures are...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Monday, March 25. The Bottom Line segment of today’s podcast starts at (2:09) for listeners who want to skip ahead. State of Play As we look at our board of indicators at 0630, things are pretty quiet with no clear signs of direction: * Stock index futures are dow...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Thursday, March 21. The Bottom Line segment of today’s podcast starts at (3:32) for listeners who want to skip ahead. State of Play Stocks rallied yesterday after Jerome Powell’s press conference . The Fed chair didn’t really say anything new so it was a bit of a...

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, March 20. The Bottom Line segment of today’s podcast starts at (3:30) for listeners who want to skip ahead. State of Play Stocks finished higher yesterday in a pret...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Tuesday, March 19. The Bottom Line segment of today’s podcast starts at (3:45) for listeners who want to skip ahead. State of Play Stocks closed higher yesterday but off of the highs, with most of the gains coming from tech. The Nvidia ($NVDA ) announcement failed...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Monday, March 18. The Bottom Line segment of today’s podcast starts at (5:30) for listeners who want to skip ahead. State of Play Friday’s session was quiet and the weekend was uneventful, though cryptos did get whipsawed a bit. Overnight China retail sales and in...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Friday, March 15. The Bottom Line segment of today’s podcast starts at (3:23) for listeners who want to skip ahead. State of Play Stocks sold off yesterday as investors finally reacted to the latest inflation data. Small caps saw the worst of it, with the Russell...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Thursday, March 14. The Bottom Line segment of today’s podcast starts at (4:28) for listeners who want to skip ahead. State of Play Stocks traded mostly sideways yesterday in an uneventful session. As we look at our board of indicators at 0635, things are pretty q...

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, March 12. The Bottom Line segment of today’s podcast starts at (5:45) for listeners who want to skip ahead. State of Play Stocks traded sideways yesterday in a blah s...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Friday, March 8. The Bottom Line segment of today’s podcast starts at (3:47) for listeners who want to skip ahead. State of Play Stocks rallied yesterday, with the S&P 500 closing at a fresh record high and Nasdaq within shouting distance. As we look at our board...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Wednesday, March 6. The Bottom Line segment of today’s podcast starts at (5:19) for listeners who want to skip ahead. State of Play Stocks dropped yesterday for the second straight day, continuing their retreat from all-time highs. Tech got beaten up a bit, but en...

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, March 5. The Bottom Line segment of today’s podcast starts at (2:57) for listeners who want to skip ahead. State of Play Stocks traded sideways yesterday but cryptos...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Wednesday, Feb. 28. The Bottom Line segment of today’s podcast starts at (4:35) for listeners who want to skip ahead. State of Play Yesterday was another pretty quiet day, but small caps did advance, with the Russell 2000 adding 1.4%. After the close earnings from...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Tuesday, Feb. 27. The Bottom Line segment of today’s podcast starts at (3:45) for listeners who want to skip ahead. State of Play Stocks didn’t do much yesterday as expected, but cryptos went nuts with Bitcoin advancing by multiple percent. Record trading volumes...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Friday, Feb. 23. The Bottom Line segment of today’s podcast starts at (3:02) for listeners who want to skip ahead. State of Play Stocks rallied yesterday, led by tech, after blowout Nvidia ($NVDA ) earnings the evening prior. It was in fact the best days for stock...