Sitemap - 2023 - Contrarian Investor Premium
Risks Pointed to Downside in 2024 (Full Podcast + Transcript + Photo Gallery)
New Residential Construction, a few Earnings
Year-End Doldrums, M&A, New Middle East Flashpoint
Fed, Inflation, ‘Triple Witching’
Santa Rally Upended by Dire 2024 Forecasts?
JOLTS, Services PMIs, Earnings
Santa Party Arrives — for Cryptos
Short-Term Treasuries the Place to Be at the End of '23: Jared Dillian
Earnings, GM Buybacks, Fed Speakers Boost Sentiment
Consumer Confidence, Home Prices, Fed Speakers
Durable Goods Orders, Initial Jobless Claims
Earnings From Retailers, Nvidia
Quiet Monday: Bond Auctions, Few Earnings
Opportunities in Emerging, Frontier Markets (Full Episode + Transcript + Photo Gallery)
Producer Prices, Retail Sales, Target Earnings Beat
A Big Week for Earnings, Inflation Data
Waiting for the Next Catalyst…
Non-Farm Payrolls, Happy Days for Stocks
Mixed Messages From the Fed: Good Enough for Markets
Fed Day, Earnings, Economic Data Dump
Opportunities in Credit Markets (Full Episode + Transcript + Photo Gallery)
Big Tech Earnings Week: 4 of ‘Magnificent 7’ Report
Housing Starts; Tesla, Netflix Earnings
Stocks, Bonds to Rally in Q4: David Hunter (Full Episode + Transcript + Photo Gallery)
Bank Earnings, Michigan Consumer Sentiment
Stocks, Bonds to Rally in Q4: David Hunter
Consumer Prices, Earnings Season Kick-Off
Pepsi Earnings Beat, More Fed Speakers
Confounding Signals From Bonds, Oil Markets
JOLTS, Trouble in the Bond Market
Fed Speakers, Construction Spending
More Housing Data, Powell Hosts 'Town Hall', Nike Reports Earnings
Economic Realities Hit Markets
Real Estate Data, Costco Earnings
About That Government Shutdown
Housing Starts, Japan Trade Balance
Contrarian Investing Primer With Phil Pecsok, Anacapa Advisors
Michigan Consumer Sentiment, Economic Data Dump
Apple 'Wonderlust', Tesla, and Risk Appetite
Fed Pivot Hope-ium, China Loan Growth
Hot Oil, Trade Balances, PMIs, Earnings
Factory Orders, Focus Turns to Fed
Hard Landing for the US Economy; Mild Recession to Spare Emerging Markets
Earnings, ADP Employment, Pending Home Sales
US Economy Will See Hard Landing And Other Actionable Insights From Ayesha Tariq
China, Higher-for-Longer, and Other Concerns Weighing on Investors
Diamonds as an Asset Class: Concept, Contrarian, Catalysts
More Earnings, Jackson Hole Kick-Off
More China Drama; Earnings, Jackson Hole Highlight Week Ahead
Some Disparate 'Best Ideas' for the Rest of 2023
Walmart Earnings Beat, China Worries
Target Lowers Guidance, Housing Starts, Fed Meeting Minutes
Consumer in Focus as HD Earnings Beat Estimates
Producer Prices, Searching for a Catalyst
The Economic Soft Landing Will Be Short-Lived: Peter Kraus
Bank Downgrades, China Trade, UPS Earnings Weigh on Markets
Focus Returns to Inflation, Fed
Non-Farm Payrolls: Not Much to Fear
Earnings Season, a Hot July for Stocks
PCE Deflator, More Earnings, Bank of Japan Loosens Yield Curve Control
Investor Confidence Is Fast Approaching the 'Invulnerable Extreme' (Includes Transcript)
Disappointing Earnings, Worrisome Chip Demand Outlook
Concepts in Contrarian Wealth-Generation (Exclusive Guest Podcast)
Bank Earnings Conclude a Strong Week for Stocks
Earnings Season Kick-Off, Producer Prices
Trend-Following Primer -- And Some Current Opportunities (Includes Transcript)
Trend-Following Opportunities in Bonds, Soft Commodities
China Loan Growth, Countdown to CPI
Fed Speakers, Unresolved China
Non-Farm Payrolls Fall Short of Estimates (Update)
Employment Data Dump: JOLTS, ADP Payrolls, Initial Jobless Claims
Fed Meeting Minutes, Factory Orders
Fed, Powell Double-Speak on Bank Failures
Economic Data Dump, Portfolio Rebalancing
Flash PMIs, Stocks Head for Losing Week
Ex-Cryptos Risk-Off Continues, Jobless Claims, More Clues From Housing
Powell Returns, the Crypto Party Resumes
Regional Bank Credit Risk, AI Tech Hype, Problems in Commercial Real Estate
Fed Day: Rate-Hike Pause and then What?
Consumer Prices: Last Stop Before the Fed
A New Bull Market for the S&P 500
Wholesale Inventories, a few Earnings, Fed Rate Pause Off?
S&P on the Edge of Fresh Bull Market, Again
Energy Outlook, China Trade Balance, a Few Earnings
A Slow Week With Few Known Events to Move Markets
Non-Farm Payrolls, Opportunity in Value Stocks?
Inflation to Stay Elevated, Cause Wide Impact (Includes Photo Gallery, Transcript)
Focus Shifts to Fed With Employment Data
Home Prices, Consumer Confidence
PCE Deflator Brings Focus Back to Inflation
AI-Juiced Nvidia Reclaims the Narrative for Tech
AI is Overhyped, Will Only Exacerbate Inequality
Fed Meeting Minutes, More Retailer Earnings, Debt Ceiling Drama
Debt Ceiling: The Countdown Begins
Walmart Earnings, Initial Jobless Claims
Target Earnings, Like Home Depot, Show Signs of Consumer Retrenchment
Value Stock Geek on Google, Meta, Taiwan Semiconductor
Fed Speakers, Regional Bank Musical Chairs
AI Hype Train, Inflation/Fed, Regional Banks
Mild Recession Will Bring Opportunities in Tech, Corporate Bonds
Mild Recession Brings Opportunities: Elliot Kallen
Cracks Emerge in Regional Bank Stocks, Again
Fed Day, Regional Bank Brouhaha Re-Emerges
Inside the mind of SBF with the author of the first FTX book
JOLTS, Factory Orders, More Earnings
First Republic Bank Officially Enters Receivership as Crucial Week Kicks Off
PCE Deflator Returns Focus to Inflation, Fed
The Tech Earnings Beat Goes On, Focus Shifts to Amazon
Microsoft, Google Earnings Boost Tech
Earnings, Home Prices, First Republic Becomes a Zombie Bank
A Big Week for Earnings, Another Buying Opportunity for Regional Banks
More Earnings, First Look at April PMIs
3 Stock Picks, the Case for Investing in Malaysia
Tesla, TSM Earnings Weigh on Risk Appetite
A Market Struggling for Direction, Again
Three Stock Picks From Aaron Pek of Value Investing Substack
More Earnings, New Residential Construction
Producer Prices, Q1 Earnings Kick-Off
Fresh Clues on Inflation’s Trajectory
Wholesale Inventories; Slow Start to Busy Week
Risk Outweighs Reward for Stocks (Full Episode + Transcript + Photo Gallery)
Previewing March's Crucial Non-Farm Payrolls Data With Mike Singleton, Invictus Research
The Labor Market Starts Its Turn...
ADP Payrolls Shed First Look at March Employment
OPEC Production Cuts Kick Off Holiday-Shortened Week
Personal Consumption Expenditures
Senate Bank Hearings, Home Prices, Consumer Confidence
Bank Watch: Markets Point to ‘All Clear’ Again
Tech Is Not Dreck, Though It Is Changing (+ Photo Gallery + Transcript)
Deutsche Bank Concerns Re-Emerge
Fed, Yellen Throw Cold Water on Markets
First Republic Rescue Effort Hopes Buoy Markets, For Now
Credit Suisse Falls -- Who's Next?
Fed Balance Sheet, Jobless Claims May Shed Light on Economic Damage Wrought by Banks
Discussing the Possible End of QT With One Who Worked at the Fed (+Transcript +Photo Gallery)
Producer Prices, Retail Sales, Bank Brouhaha
The Possible End of the Fed's Quantitative Tightening, With One Who Was There
CPI Reading May Not Matter in Light of Bank Brouhaha
Two Banks Down, How Many More to Go?
Contagion Fears Emerge From SVB Meltdown
Initial Jobless Claims, Earnings
JOLTS, More Powell, ADP Payrolls
Factory Orders, China Trade Balance
Last Q4 Earnings, Fed Speakers, Inflation Fears
China ReHopeNing, Tesla Investor Day, Retailer Earnings
Trader With 380% Gains in 2022 on Why He's Fully Allocated to Cash (Includes Transcript)
Home Prices, Consumer Confidence, Earnings
Durable Goods Orders, Pending Home Sales
Core PCE Deflator Expected to Show 3rd Straight Month of Price Increases
Fed's Bostic, More Earnings, Bullish Noise Around Bonds
FOMC Meeting Minutes, More Earnings
Home Depot, WalMart Earnings Disappoint
Mission 'Soft Landing': Still Possible. Probable, Even (+ Photo Gallery + Transcript)
Inflation Persistence: Watch This Space
Producer Prices, New Residential Construction
Mission 'Soft Landing': Yes, the Fed Can Succeed
Retail Sales, Industrial Production, Earnings
Consumer Price Index: More Heady Inflation Numbers Incoming
A New Narrative, a lot like the Old Narrative
The Future of Technology Investing: Hardware, not Software (+ Transcript + Photo Gallery)
‘Higher For Longer’ Narrative Gathers Steam
The Future of Venture Investing
Fed Fear Returns, Briefly. A Big Day of Earnings
Digesting Friday's Surprising Non-Farm Payrolls Report
Can Non-Farm Payrolls Upend This Rally?
No Fed Pivot, No Problem as Stocks Rally
Fed Day: Set Up for Disappointment?
A Global Economy Beset by Discrepancies: Gauging Possible Endgame Scenarios (Includes Transcript)
Earnings, China PMIs Kick Off Massive Week
PCE Deflator: Last Stop Before the Fed
Economic Data Dump, Earnings Deluge, Q4 GDP
Consumer Staples, Industrials Report Earnings. Also PMIs
Existing Home Sales, Fed Speakers
The Great China Reopening Impact on Global Economy, Markets
Earnings, New Residential Construction, Fed Speakers
More Bank Earnings, Davos Distraction
Consumer Credit, Earnings Season Kick-Off
Non-Farm Payrolls Conclude a Rough First Week of 2023
Cyclical Stocks Outperform, Inflation Drops to 3.5% by Q3: 2023 Outlook
Fed Speakers, Jobless Claims, Trade Balance
No Earnings Recession, Get Long Cyclical Stocks, Prepare for 3.5% CPI by Mid-2023