Sitemap - 2022 - Contrarian Investor Premium
Inflation Watch: Final Reading of 2022
Initial Jobless Claims, Last Chance for Santa
The Coming Job-Plentiful Recession (Szn 4 Finale, with Transcript + Photo Gallery)
Existing Home Sales, Consumer Confidence
Reasons for Optimism Even With Recession in '23 (Includes Transcript)
Few Clues From Powell, Focus Turns to Retail Sales
Fed, Inflation Watch: Last Full Trading Week of 2022
Producer Prices, Consumer Sentiment
Hard Assets the Place to Be in '23 (+ Photo Gallery + Transcript)
Recession Fears, China Re-Opening
Hard Assets Good, Bonds Bad in '23
US, China Trade Balances, Some Earnings
Non-Farm Payrolls; Is the Labor Market Starting to Turn Over?
'Options Mike' on the Strong Possibility of a Year-End Rally (+ Transcript)
'Options Mike' on the Year-End Rally in Stocks (+ Photo Gallery)
Home Prices, Consumer Confidence
FOMC Meeting Minutes, Economic Data Dump
More Retailer Earnings, More Crypto Death Watch, More Fed Speakers
Cryptos Teeter on the Brink, Again. Some Earnings
Existing Home Sales, A Few More Earnings
The Gold-Backed Currency for Everyday Use, Already in Circulation
Housing Starts, Fed Speakers, Earnings
A Gold Standard for Point-of-Sale Transactions
Retail Sales, More Retailer Earnings
Producer Prices, Walmart Earnings
Crypto Death Watch, Earnings, Fed Speakers
China Re-Opening, Consumer Sentiment
Focus Returns to Inflation, However Temporarily
Prepare for a 'Long Slog' in Stocks as Fed Hikes Continue (+ Transcript)
Election Day: Bullish Prospects and Tail Risk
Prepare for a 'Long Slog' in Stocks as Fed Rate Hikes Continue (+ Transcript + Photo Gallery)
China Trade Data, Meta Layoffs, Midterms
Non-Farm Payrolls, A Few Earnings
Powell Kills Pivot Hopes, Again
Fed Day Arrives, With ‘Pivot’ Hopes in Full Effect
JOLTS, Earnings, FOMC Kick-Off
Scary Eurozone Inflation. Fed Week
Tech is Dreck Again, Fresh Inflation Reading, New Fed Pivot Hopes
First Look at Q3 GDP; Apple, Amazon Report Earnings
Investors Are Ignorant, Fade Their Conviction (+ Transcript)
Earnings: Google, Microsoft. Home Prices
How Jason Shapiro Takes Advantage of Investor Ignorance
Quiet Day to Kick Off a Massive Week for Earnings, Inflation
EU Summit, Earnings, the Return of Pessimism
More Earnings, More Housing Data
New Residential Construction, More Earnings
There's Still Time to Hedge Tail Risk -- At Least for Stocks (+ Transcript)
A Big Day of Earnings: Goldman, Netflix, J&J
There's Still Time to Hedge Tail Risk -- At Least for Stocks
UK Tax Turnaround, China National Congress
One Plausible Explanation for ’Turnaround Thursday’
Consumer Inflation, Earnings Season Start
UK Pensions’ Race Against Time. Producer Price Inflation
The Fed's Inflation Battle Is Doomed to Fail (+ Transcript)
Fed Speakers, More BOE Intervention
The Fed's Inflation Battle Is Doomed to Fail
Russia-Ukraine Re-Escalation, BOE Bond-Buying
Non-Farm Payrolls, Fed Wrecking Ball
Q3 Earnings: Levi’s, McCormick to Report
Mortgage Applications See Massive Drop, OPEC Meets
The Oil Bull Lives, the Investment Case for Cannabis
JOLTS, Return of the Fed Pivot
Ample Upside for Oil, the Investment Case for Cannabis
Credit Suisse Drama, Manufacturing PMIs
And Now, a Fresh Inflation Reading
Bank of England Bail-Out, the Return of Systemic Risk
Fed Speakers, Pending Home Sales
Jordi Visser is Optimistic -- on Inflation, Stocks, Cryptos (Szn 4, Ep 26)
Data Dump Feat Consumer Confidence, Home Prices
Reasons for Optimism: Jordi Visser
British Pound Collapse, Fed Speakers
Fed Hangover, Earnings From Costco, FedEx
Stagflation Is Coming Soon, Staying Awhile: Axel Merk (Szn 4, Ep 25)
New Residential Construction, Waiting for the Fed
Axel Merk on Fed Meeting, Economy (Members-Only Exclusive)
FedEx’s Warning, Michigan Consumer Sentiment
Train Strike Averted, Focus Turns to Retail Sales
Producer Prices to Supply More Inflation Clues After Steep Sell-Off
Inflation Will Ease, Fed Hikes Will Not: Richard Excell (Szn 4, Ep 24)
Consumer Price Index: All About Today’s Crucial Inflation Report
Exclusive Bonus Episode: Richard Excell Previews September CPI
Inflation Week to Test Newfound Risk Appetite
EU Energy-Market Talks, More Fed Speakers
Jerome Powell Returns, ECB Decides on ‘Jumbo’ Rate Hike
Fed Speakers, Fed Beige Book, Fall Conference Season Kick-Off
Back to School: PMIs, China Trade Balance in Focus
Non-Farm Payrolls: Hoping for Signs of Weakness
Manufacturing PMIs, Earnings on Tap as Market Drop Continues
Record Eurozone Inflation, Fed Speakers, Commodities Sell Off
JOLTS, Consumer Confidence, Home Prices
Powell, European Energy Crisis Rattle Markets
Dollar Store Earnings, Jackson Hole Kickoff
Nvidia Earnings, Pending Home Sales, Durable Goods Orders
PMIs, New Home Sales, Earnings
Beating The Market is Hard. Optimizing Investments is Easy: Chris Hutchins (Szn4, Ep 22)
Crypto Flash Crash Summer Friday
Fed Speakers, Existing Home Sales
Retail Sales, Fed Meeting Minutes
Walmart, Home Depot Earnings. Also New Residential Construction
China Concerns Cloud Retailer Week
Fireside Chat Recession: Nikolaj Schmidt, T. Rowe Price (BONUS Episode)
Producer Prices Follow CPI Party
Consumer Price Index to Shed Light on State of Inflation
Inflation Week. But First, More Earnings
Non-Farm Payrolls: The Only Game in Town
Focus Turns to Employment Data
Services PMIs, Factory Orders, Earnings
Fed Speakers to Supply 'Pivot' Clues, Maybe. Also JOLTS, Earnings
PCE Deflator Brings Fresh Inflation Data
Fed Hints at Shift to Neutral, Q2 GDP Prints
Fed Day Arrives, Obscuring Earnings
The Bullish Case for Rare Earths: Louis O'Connor (Szn 4, Ep. 20)
Crucial Earnings, Pivotal Housing Data
Big Week Ahead: Watch Earnings, Not the Fed or GDP
Twitter Earnings on Watch After Snap Setback
Earnings Dump, Initial Jobless Claims
Home Sales, Tesla and More Earnings
JNJ, Netflix Highlight Today’s Earnings. Also Housing Starts
Earnings Season Shifts Into Gear With Goldman Sachs, Bank of America to Report
A Slew of Potential Catalysts: Daily Contrarian, July 15
Producer Prices, Bank Earnings: Daily Contrarian, July 14
Inflation Jitters: Daily Contrarian, July 13
Oil Prices Will Rise to $200/Barrel: Salem Abraham (Szn 4, Ep 19)
Pepsi Earnings, Amazon Prime Day: Daily Contrarian, July 12
Slow Summer Monday Ahead of Earnings, CPI: Daily Contrarian, July 11
Non-Farm Payrolls: Daily Contrarian, July 8
More Clues From a Resilient Labor Market
JOLTS, FOMC Meeting Minutes: Daily Contrarian, July 6
Assessing the Precarious State of Markets With Marc Chandler (Szn 4, Ep 18)
Yield Curve Inversion: Daily Contrarian, July 5
Construction Spending, Manufacturing PMI: Daily Contrarian, July 1
Rough Quarter Concludes With Fresh Inflation Data: Daily Contrarian, June 30
Sentiment Sinks: Daily Contrarian, June 29
Home Prices, Consumer Confidence: Daily Contrarian, June 28
Russia Bond Default, Crypto Fund Blow-Up No Concern to Markets (Yet): Daily Contrarian, June 27
New Home Sales: Daily Contrarian, June 24
Initial Jobless Claims, More Powell: Daily Contrarian, June 23
Fed Will Reverse Course on Rate Hikes, And Soon: Deer Point Macro (Szn 4, Ep 17)
Powell Testimony: Daily Contrarian, June 22
Existing Home Sales: Daily Contrarian, June 21
Recession Realities: Daily Contrarian, June 17
Central Banks’ Race to the Top, New Residential Construction: Daily Contrarian, June 16
Fed Day: Daily Contrarian, June 15
Producer Price Inflation: Daily Contrarian, June 14
Don’t Fight the Fed: Daily Contrarian, June 13
Consumer Price Inflation: Daily Contrarian, June 10
ECB Interest Rates, Countdown to CPI: Daily Contrarian, June 9
The Problem With Inventories: Daily Contrarian, June 8
Reasons for Optimism Amid 'Peak Pain': Kevin Rendino (Szn 4, Ep. 16)
Balance of Trade, Yellen Testimony: Daily Contrarian, June 7
A Market At Rest: Daily Contrarian, June 6
Non-Farm Payrolls: Daily Contrarian, June 3
Factory Orders: Daily Contrarian, June 2
Quantitative Tightening Is Upon Us: Daily Contrarian, June 1
Home Prices, Consumer Confidence: Daily Contrarian, May 31
PCE Deflator to Supply Fresh Inflation Take: Daily Contrarian, May 27
Bearish Indicators Abound, With Downside Risks for Stocks: Ayesha Tariq (Szn 4, Ep 15)
Pending Home Sales, Retailer Earnings: Daily Contrarian, May 26
Fed Meeting Minutes, Durable Goods Orders: Daily Contrarian, May 25
Powell Speech, New Home Sales: Daily Contrarian, May 24
Signs of a Bottom for Stocks: Daily Contrarian, May 23
Bear Market for the S&P, Finally, Maybe: Daily Contrarian, May 20
BJ’s, Kohl’s Earnings In Focus After Retailmageddon: Daily Contrarian, May 19
Housing Starts, More Retailer Earnings: Daily Contrarian, May 18
Retail Sales, Retailer Earnings, Powell Speech: Daily Contrarian, May 17
A Big Week for Retail: Daily Contrarian, May 16
Consumer Sentiment: Daily Contrarian, May 13 (Friday)
Producer Prices, Pain in Crypto Land: Daily Contrarian, May 12
Retail Analysts Are Smarter, Brooker Belcourt Has Proof (Szn 4, Ep. 14)
Peak Inflation? CPI Print May Shed Light: Daily Contrarian, May 11
Blood-Letting: Daily Contrarian, May 10
Nervous Monday: Daily Contrarian, May 9
Rude Awakening: Daily Contrarian, May 6
Fed Relief Rally: Daily Contrarian, May 5
Fed Interest Rate Decision: Daily Contrarian, May 4
JOLTS, Factory Orders: Daily Contrarian, May 3
Construction Spending, Earnings: Daily Contrarian, May 2
Personal Consumption Expenditures, Yet More Earnings: Daily Contrarian, April 29
This Correction Is Not A Buy Signal: Mike Singleton, Invictus Research (Szn 4, Ep 13)
GDP, More Earnings: Daily Contrarian, April 28
Meta/FB Earnings, Pending Home Sales: Daily Contrarian, April 27
Earnings Dump, Consumer Confidence, New Home Sales: Daily Contrarian, April 26
Coke, Activision Kick Off A Big Week of Earnings: Daily Contrarian, April 25
Earnings, PMIs: Daily Contrarian, April 22
Philly Fed, Powell Speech, More Earnings: Daily Contrarian, April 21
No Recession Imminent, Watch for New Highs in (Certain) Stocks (Szn 4, Ep 12)
Home Sales, Beige Book, Earnings: Daily Contrarian, April 20
New Residential Construction, Earnings: Daily Contrarian, April 19
Welcome to Earnings Season: Daily Contrarian, April 18
ECB Rate Decision, Consumer Sentiment, Earnings: Daily Contrarian, April 14
Producer Prices, Earnings Season Kick-Off: Daily Contrarian, April 13
The Mother of All Inflation Readings: Daily Contrarian, April 12
The Coming Credit Crunch and Death of Unicorns: Leo Schmidt (Szn 4, Ep 11)
Calm Before the (Holiday-Shortened) Storm: Daily Contrarian, April 11
Wholesale Inventories, Agricultural Report: Daily Contrarian, April 8
Consumer Credit, More Fed Speakers: Daily Contrarian, April 7
Fed Meeting Minutes: Daily Contrarian, April 6
Trade Balance, PMIs, Fed Speakers: Daily Contrarian, April 5
The Fallacy of Renewable Energy: Leigh Goehring (Szn 4 Ep 10)
Factory Orders: Daily Contrarian, April 4
Russia-Ukraine Panel Feat Carl Weinberg, High Frequency Economics (BONUS Episode)
Non-Compliant Non-Farm Payrolls: Daily Contrarian, April 1
PCE Deflator Turns Focus Back to Inflation: Daily Contrarian, March 31
The Yield Cure Inverteth: Daily Contrarian, March 30
JOLTS, Consumer Confidence: Daily Contrarian, March 29
The Great Bond Sell-Off: Daily Contrarian, March 28
Calm Seas, for Now: Daily Contrarian, March 25
Durable Goods Orders, PMIs: Daily Contrarian, March 24
New Home Sales: Daily Contrarian, March 23
Stock Picks to Play the Coming Inflation Slowdown: Lukasz Tomicki (Szn 4, Ep 9)
More Fed Speakers: Daily Contrarian, March 22
Powell Speech, Nike Earnings: Daily Contrarian, March 21
Fed Speakers, Home Sales: Daily Contrarian, March 18
Fed Assessment, Residential Construction: Daily Contrarian, March 17
Stock Picks for an Uncertain Time: Allen Bond, Jensen Investment Management (Szn 4, Ep 8)
Fed Day: Daily Contrarian, March 16
Producer Prices, FOMC Meeting Kick-Off: Daily Contrarian, March 15
Resumption of Peace Talks, China Industrial Production: Daily Contrarian, March 14
‘Positive Shifts’ in Peace Talks, Consumer Sentiment: Daily Contrarian, March 11
Peace Talks Fail, CPI Reading, ECB Rate Decision: Daily Contrarian, March 10
Watch for the Bounce in Equities: Brent Kochuba, Spot Gamma (Szn 4, Ep 7)
Global Uncertainties: Daily Contrarian, March 9
Nasdaq Enters Bear Market: Daily Contrarian, March 8
Russia, Commodities, and the Damage Done: Daily Contrarian, March 7
Russia-Ukraine, Non-Farm Payrolls: Daily Contrarian, March 4
Economic Data Dump, More Retailer Earnings, More Powell: Daily Contrarian, March 3
Powell Testimony, Fed Beige Book: Daily Contrarian, March 2
Russia-Ukraine, Retailer Earnings: Daily Contrarian, March 1
SWIFT Justice for Russia’s Economy: Daily Contrarian, Feb. 28
Bad Times 'Are Probably Here': Tobias Carlisle (Szn 4, Ep 6)
Russian Roulette: Daily Contrarian, Feb. 25
Red Dawn: Daily Contrarian, Feb. 24
Russian Sanctions Start as S&P 500 Enters Correction: Daily Contrarian, Feb. 23
Russia-Ukraine: Assessing the Impact on Markets
Russia-Ukraine Continues to Drive (Most) Markets: Daily Contrarian, Feb. 18
Russia-Ukraine, Housing Data: Daily Contrarian, Feb. 17
Retail Sales, FOMC Meeting Minutes: Daily Contrarian, Feb. 16
Producer Prices, Russia-Ukraine Deescalation: Daily Contrarian, Feb. 15
All Eyes on the Fed: Daily Contrarian, Feb. 14
Fed Fears Reach Fevered Pitch: Daily Contrarian, Feb. 11
Reasons to Fade Inflation Fears: Daily Contrarian, Feb. 10
Szn 4, Episode 5: Opportunities Abound in Emerging Asia, With Herald van der Linde
The Earnings Beat Goes On: Daily Contrarian, Feb. 9
Trade Balance, Earnings: Daily Contrarian, Feb. 8
Consumer Credit Watch: Daily Contrarian, Feb. 7
Non-Farm Payrolls: Daily Contrarian, Feb. 4
Services PMI, Amazon Earnings: Daily Contrarian: Feb. 3
Szn 4, Ep 4: The Case for the Turkish Lira
Peak Earnings: Daily Contrarian, Feb. 2
Job Openings and Labor Turnover Survey, Earnings: Daily Contrarian, Feb. 1
Dropping the Curtain on a Tough First Month of 2022: Daily Contrarian, Jan. 31
The Next Inflation Reading is Upon Us: Daily Contrarian, Jan. 28
RIP Fed Put: Daily Contrarian, Jan. 27
Fed Day: Daily Contrarian, Jan. 26
A Big Day of Earnings to Return Focus to Fundamentals: Daily Contrarian, Jan. 25
Eerie Calm Before the Fed Storm? Daily Contrarian, Jan. 24
A Stormy Sea of Moving Emotion: Daily Contrarian, Jan. 21
The Tech Correcteth: Daily Contrarian, Jan. 20
A Big Day for Earnings: Daily Contrarian, Jan. 19
Szn 4, Ep 3: Picking Stocks for the Long Term, With Alex Morris, The Science of Hitting
Red Tech Tuesday, Bank Earnings: Daily Contrarian, Jan. 18
WTF Tech, Retail Sales, Bank Earnings: Daily Contrarian, Jan. 14
Snz 4, Ep 2: The Nascent Sino-U.S. Financial Cold War
Producer Prices, Earnings Season Kick-Off: Daily Contrarian, Jan. 13
Inflation Watch: Daily Contrarian, Jan. 12
Tech Reversal, Fed Speakers: Daily Contrarian, Jan. 11
Holding Pattern: Daily Contrarian, Jan. 10
Non-Farm Payrolls: Daily Contrarian, Jan. 7
Tech, Cryptos Get Beat Up as Bonds Sell Off on Hawkish Fed: Daily Contrarian, Jan. 6
Szn 4, Ep 1: Barry Knapp's 2022 Outlook on Markets and Economy
FOMC Meeting Minutes, ADP Payrolls, Services PMI: Daily Contrarian, Jan. 5
Job Openings and Labor Turnover Survey: Daily Contrarian, Jan. 4