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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 Thursday, Feb. 22. The Bottom Line segment of today’s podcast starts at (4:05) for listeners who want to skip ahead. State of Play After the close came the event we had all been waiting for, Nvidia ($NVDA ) earnings. The company beat estimates across the board and...

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. 21. The Bottom Line segment of today’s podcast starts at (3:56) for listeners who want to skip ahead. State of Play Stocks retreated yesterday but finished off the lows. After the close Palo Alto Networks ($PANW ) had earnings that were pretty horr...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Monday, Feb. 20, 2024. The Bottom Line segment of today’s podcast starts at (2:55) for listeners who want to skip ahead. 0740: Updates with Walmart ( $WMT ) earnings, second paragraph. State of Play As we look at our board of indicators at 0635, risk appears looks...

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. 16, 2024. The Bottom Line segment of today’s podcast starts at (5:15) for listeners who want to skip ahead. State of Play Stocks rallied yesterday, shrugging off softer-than-anticipated retail sales. After the close Applied Materials ($AMAT ) and Coin...

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, Feb. 15, 2024. The Bottom Line segment of today’s podcast starts at (5:35) for listeners who want to skip ahead. There’s a new readership/listenership survey right h...

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, Feb. 14, 2024. The Bottom Line segment of today’s podcast starts at (3:48) for listeners who want to skip ahead. State of Play Stocks got pummeled yesterday after 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 Tuesday, Feb. 13, 2024. The Bottom Line segment of today’s podcast starts at (5:09) for listeners who want to skip ahead. State of Play Stocks didn’t move much yesterday durin...

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. 9, 2024. The Bottom Line segment of today’s podcast starts at (3:59) for listeners who want to skip ahead. State of Play Stocks advanced a tiny bit yesterday, with the S&P 500 ($SPY ) flirting with — and briefly surpassing — the magical 5,000 level. E...

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 Thursdau, Feb. 8, 2024. The Bottom Line segment of today’s podcast starts at (5:55) for listeners who want to skip ahead. State of Play Stocks advanced again yesterday and the...

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, Feb. 7, 2024. The Bottom Line segment of today’s podcast starts at (3:57) for listeners who want to skip ahead. State of Play Stocks eked out gains yesterday after...

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. 6, 2024. The Bottom Line segment of today’s podcast starts at (5:07) for listeners who want to skip ahead. State of Play Stocks dropped yesterday but finished off the lows. After the close positive earnings from Palantir ($PLTR ) and NXP Semiconducto...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Monday, Feb. 5, 2024. The Bottom Line segment of today’s podcast starts at (5:07) for listeners who want to skip ahead. State of Play Jerome Powell was on 60 Minutes last night. The Fed chair repeated his hawkish-ish stance from the FOMC meeting last week, saying...

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. 2, 2024. The Bottom Line segment of today’s podcast starts at (3:20) for listeners who want to skip ahead. State of Play Stocks rallied yesterday and continued after the close as a result of earnings from Meta ($META and Amazon ($AMZN ). As we look at...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Thursday, Feb. 1, 2024. The Bottom Line segment of today’s podcast starts at (5:15) for listeners who want to skip ahead. Update 0750 ET: Added a less pessimistic view on regional banks. See The Bottom Line , last paragraph. State of Play Stocks sold off yesterday...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Wednesday, Jan. 31, 2024. Fed Day. The Bottom Line segment of today’s podcast starts at (4:52) for listeners who want to skip ahead. State of Play Tech stocks dropped yesterday and the sell-off gathered pace overnight after earnings from Google ($GOOG ), Microsoft...

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, Jan. 29, 2024. The Bottom Line segment of today’s podcast starts at (3:15) for listeners who want to skip ahead. State of Play A couple of developments emerged over th...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Friday, Jan. 26, 2024. The Bottom Line segment of today’s podcast starts at (3:35) for listeners who want to skip ahead. State of Play Stocks closed higher again yesterday, with the S&P 500 setting yet another all-time high — the sixth straight trading day that th...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Thursday, Jan. 25, 2024. The Bottom Line segment of today’s podcast starts at (4:26) for listeners who want to skip ahead. State of Play Stocks didn’t do much yesterday. The S&P 500 closed higher, barely (by 0.08%), for a new all-time high but otherwise it was a 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 in the day ahead. Today is Wednesday, Jan. 24, 2024. The Bottom Line segment of today’s podcast starts at (3:30) for listeners who want to skip ahead. State of Play Stocks were mixed yesterday. The S&P...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Tuesday, Jan. 23, 2024. The Bottom Line segment of today’s podcast starts at (4:16) for listeners who want to skip ahead. 0745: Updates with latest earnings. State of Play Stocks gained ground again yesterday as the S&P 500 and Dow Industrials closed at fresh reco...

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, Jan. 22, 2024. The Bottom Line segment of today’s podcast starts at (3:44) for listeners who want to skip ahead. State of Play Stocks advanced on Friday, It was actual...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Friday, Jan. 19, 2024. The Bottom Line segment of today’s podcast starts at (3:44) for listeners who want to skip ahead. State of Play Stocks advanced yesterday for the first time in what feels like awhile. Tech was the big winner as the Nasdaq gained >1% on the b...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Thursday, Jan. 18, 2024. The Bottom Line segment of today’s podcast starts at (5:08) for listeners who want to skip ahead. State of Play Stocks dropped yesterday after hotter-than-anticipated retail sales. Overnight we had Taiwan Semiconductor Manufacturing ($TSM...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Wednesday, Jan. 17, 2024. The Bottom Line segment of today’s podcast starts at (5:37) for listeners who want to skip ahead. Today’s briefing and podcast is a rare free version. Enjoy and update your subscription if you want to receive these every morning: State of...

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Tuesday, Jan. 16, 2024. The Bottom Line segment of today’s podcast starts at (3:05) for listeners who want to skip ahead. State of Play It’s a holiday-shortened week with just four trading days. As we look at our board of indicators at 0635, it looks like we’re du...