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Endgame 2021: Daily Contrarian, Dec. 27
An Inflation Reading to (Potentially) Kill the Santa Rally: Daily Contrarian, Dec. 23
Consumer Confidence, Home Sales: Daily Contrarian, Dec. 22
The Great Feedback Thread (for subscribers only)
Darkness Before Dawn? Daily Contrarian, Dec. 21
Omicron Fears Sideline Santa Rally: Daily Contrarian, Dec. 20
Tech Turbulence: Daily Contrarian, Dec. 17
Defiant Stock Market Rallies in Face of Hawkish Fed
Szn 3, Ep 29: Next Year Should Be Another Good One for Stocks
Fed Day: Daily Contrarian, Dec. 15
Producer Prices: Daily Contrarian, Dec. 14
All Quiet Ahead of Central Banks: Daily Contrarian, Dec. 13
All Eyes on the CPI: Daily Contrarian, Dec. 10
Santa Rally, Initial Jobless Claims: Daily Contrarian, Dec. 9
JOLTS, Crypto Execs Back in Congress: Daily Contrarian, Dec. 8
Rebound Poised to Continue: Daily Contrarian, Dec. 7
Evergrande Concerns Return, Cryptos Drop Anew: Daily Contrarian, Dec. 6
Non-Farm Payrolls: Daily Contrarian, Dec. 3
Szn 3, Ep 28: The Market Doesn't Care About Omicron or Inflation
More Omicron Uncertainty: Daily Contrarian, Dec. 2
Resurgent Omicron Fears: Daily Contrarian, Nov. 30
Omicron Watch: Daily Contrarian, Nov. 29
Black Friday Panic Selling Special Edition
Inflation Watch, Happy Thanksgiving: Daily Contrarian, Nov. 24
A Bear Market for Pandemic Favorites? Daily Contrarian, Nov. 23
Existing Home Sales, Fed Chair Announcement: Daily Contrarian, Nov. 22
Covid Returns, Again: Daily Contrarian, Nov. 19
Jobless Claims, E-Commerce Sales: Daily Contrarian, Nov 18
Building Permits, Housing Starts: Daily Contrarian, Nov. 17
Retail Tuesday: Daily Contrarian, Nov. 16
Earnings, Biden-Xi Summit: Daily Contrarian, Nov. 15
JOLTS, Michigan Consumer Sentiment: Daily Contrarian, Nov. 12
Szn 3, Ep. 27: Forget Inflation -- Deflation is the Real Problem
Positive Developments for China’s Embattled Real Estate Market: Daily Contrarian, Nov. 11
Inflation Watch: Daily Contrarian, Nov. 10
Producer Prices: Daily Contrarian, Nov. 9
Fed Speeches, Meme Stock Earnings: Daily Contrarian, Nov. 8
Non-Farm Payrolls: Daily Contrarian, Nov. 5
Szn 3, Ep. 26: David Hunter on the Coming Stock Market Bust
BoE Rate Decision, Earnings: Daily Contrarian, Nov. 4
Fed Tapering: Daily Contrarian, Nov. 3
All Quiet as Fed Meeting Kicks Off: Daily Contrarian, Nov. 2
‘Fed Week’ Kicks Off With ISM Manufacturing, Earnings: Daily Contrarian, Nov. 1
PCE Inflation, Personal Spending Data: Daily Contrarian, Oct. 29
Szn 3, Ep 25: Three Areas of Technology Investors Need to Watch
GDP Report, ECB Interest Rate Decision: Daily Contrarian, Oct. 28
Durable Goods Orders, Consumer Earnings: Daily Contrarian, Oct. 27
Earnings Bonanza: Daily Contrarian, Oct. 26
Facebook to Report as Key Earnings Week Kicks Off: Daily Contrarian, Oct. 25
New S&P Record Close, Markit PMIs: Daily Contrarian, Oct. 22
Existing Home Sales, Airline Earnings: Daily Contrarian, Oct. 21
Beige Book, More Earnings: Daily Contrarian, Oct. 20
Major Earnings, Housing Starts: Daily Contrarian, Oct. 19
Season 3, Ep. 24: The Lessons From Iceland's Financial Collapse
Non-Assurance From China: Daily Contrarian, Oct. 18
Retail Sales, More Earnings: Daily Contrarian, Oct. 15
Earnings, Producer Prices: Daily Contrarian, Oct. 14
CPI Report, Bank Earnings: Daily Contrarian, Oct. 13
More China Concerns, JOLTS: Daily Contrarian, Oct. 12
Evergrande, Inflation Concerns: Daily Contrarian, Oct. 11
Non-Farm Payrolls: Daily Contrarian, Oct. 8
Debt Ceiling Relief Rally: Daily Contrarian, Oct. 7
Non-Transitory Inflation: Daily Contrarian, Oct. 6
Season 3, Ep. 23: The Long-Term Bull Case for Oil
Trade Balance, PMIs: Daily Contrarian, Oct. 5
Evergrande Developments: Daily Contrarian, Oct. 4
Welcome to Q4: Daily Contrarian, Oct. 1
Debt Showdown Finale (Hopefully): Daily Contrarian, Sept. 30
Dip Buying, For Now: Daily Contrarian, Sept 29
Portfolio Rebalancing: Daily Contrarian, Sept. 28
Fed Speakers, Debt Ceiling: Daily Contrarian, Sept. 27
China, Supply Chains, New Home Sales: Daily Contrarian, Sept. 24
Season 3, Ep. 22: The Transformation of the Hedge Fund Industry
Dovish Fed, Evergrande Drama: Daily Contrarian, Sept. 23
Fed Day: Daily Contrarian, Sept. 22
Stocks Rebound as Attention Turns to Fed: Daily Contrarian, Sept. 21
Red Dawn: Daily Contrarian, Sept. 20
Quadruple Witching Day: Daily Contrarian, Sept. 17
Evergrande and the Trouble Brewing in China
September Swoon in Effect: Daily Contrarian, Sept. 15
Inflation is Real. Is it Transitory? Daily Contrarian, Sept. 14
‘Risk On’ Ahead of Inflation Report: Daily Contrarian, Sept. 13
Thaw in Sino-US Tensions? Producer Prices: Daily Contrarian, Sept. 10
Season 3, Ep. 21: Dangers Lurk in Market Structure's Changing Dynamics
ECB Meeting, Initial Jobless Claims: Daily Contrarian, Sept. 9
JOLTS, Beige Book: Daily Contrarian, Sept. 8
Delta Variant Persistent: Daily Contrarian, Sept. 7
Non-Farm Payrolls Non-Event: Daily Contrarian, Sept. 3
Trade Data, Factory Orders: Daily Contrarian, Sept. 2
ADP Payrolls, ISM Manufacturing: Daily Contrarian, Sept. 1
Consumer Confidence: Daily Contrarian, Aug. 31
No Ida Reaction, Pending Home Sales: Daily Contrarian, Aug. 30
All Eyes on Powell: Daily Contrarian, Aug. 27
Jackson Hole Hype Party, Jobless Claims, Earnings: Daily Contrarian, Aug. 26
‘Risk On’ Ahead of Jackson Hole: Daily Contrarian, Aug. 25
Season 3, Episode 19: The 'New Normal' of Blue-Collar Labor Shortages
New Home Sales: Daily Contrarian, Aug. 24
PMIs, Existing Home Sales: Daily Contrarian, Aug. 23
Subdued Selling: Daily Contrarian, Aug. 20
Don’t Call It a Correction — Yet: Daily Contrarian, Aug. 19
Fed Minutes, Retail Earnings: Daily Contrarian, Aug. 18
Retail Data: Daily Contrarian, Aug. 17
China Concerns, Afghanistan Weigh on Investor Sentiment: Daily Contrarian, Aug. 16
Quiet Summer Friday: Daily Contrarian, Aug. 13
Producer Price Inflation: Daily Contrarian, Aug. 12
Inflation Watch: Daily Contrarian, Aug. 11
Season 3, Episode 19: When Investors Become Gamblers — and Why it’s Happening Now
Quiet Summer Tuesday: Daily Contrarian, Aug. 10
Commodities Sell Off: Daily Contrarian, Aug. 9
Non-Farm Payrolls Non Event: Daily Contrarian, Aug. 6
Initial Jobless Claims, Trade Balance: Aug. 5
Earnings, ADP Payrolls: Daily Contrarian, Aug. 4
Earnings Drivers: Daily Contrarian, Aug. 3
Season 3, Episode 18: Bubbles Lurk in Sovereign Debt, Financial Engineering
Turning Bullish Ahead of Manufacturing PMIs: Daily Contrarian, Aug. 2
Inflation-Watching Returns with PCE Index on Deck: Daily Contrarian
No Surprise From The Fed: Daily Contrarian, July 29
Fed Day, More Earnings: Daily Contrarian, July 28
Big Tech Earnings: Daily Contrarian, July 27
China Meltdown: Daily Contrarian, July 26
Earnings, PMIs: Daily Contrarian, July 23
Return of the Summer Lull: Daily Contrarian, July 22
Earnings Rebound: Daily Contrarian, July 21
Stocks Look to Rebound: Daily Contrarian, July 20
Red Monday: Daily Contrarian, July 19
Retail Sales, China Crackdown: Daily Contrarian, July 16
Small Cap Sell-Off: Daily Contrarian, July 15
Season 3, Episode 17: Don't Fear Inflation, the Fed is Right, 10-Year Yields to Drop to 0.5%
Powell Testimony: Daily Contrarian, July 14
Inflation Watch Redux: Daily Contrarian, July 13
Earnings Season: Daily Contrarian, July 12
Biden Crackdown on Big Tech? Daily Contrarian, July 9
Overnight Sell Off: Daily Contrarian, July 8
Season 3, Episode 13: Merger Arbitrage and Why to Not Fear The Antitrust Boogeyman
JOLTS, Fed Minutes on Deck: Daily Contrarian, July 7
China Crackdown, Oil Rally, PMIs: Daily Contrarian, July 6
What to Watch in Non-Farm Payrolls: Daily Contrarian, July 2
Welcome to Q3: Daily Contrarian, July 1
Halftime in 2021: Daily Contrarian, June 30
No Summertime Lull Yet: Daily Contrarian, June 29
Muted Monday: Daily Contrarian, June 28
Personal Consumption Data on Deck: Daily Contrarian, June 25
Melt Up? Daily Contrarian, June 24
Easing Rate Concerns: Daily Contrarian, June 23