Sitemap - 2024 - Contrarian Investor Premium

Profit-Taking to Close 2024?

Boxing Day Hopes for ‘Santa Rally’

PCE Deflator, Government Shutdown Concerns

Natural Gas as the Energy of the Future: Applications and Investment Opportunities

Powell Pulls Rug on Santa Rally

Fed Day

Retail Sales

Purchasing Manager Indexes

Producer Prices, Opportunity in Defense Contractor Stocks?

Inflation: Back on the Menu

More Earnings

Some Earnings

Non-Farm Payrolls

Bitcoin $100K, Earnings

Earnings, Powell

JOLTS, Earnings, Trump Protectionism

Manufacturing PMIs, Fed Speakers

The Contrarian Investment Portfolio: Status Entering December 2024

PCE Deflator Returns Focus to Inflation

Trump Tariffs, Fed Meeting Minutes, Earnings

Slow Thanksgiving Week: A Good Opportunity to Test Base Emotions

The 3-Headed Monster Vexing Markets

Nvidia Earnings, Target’s Big Miss

Opportunities in Closed-End Municipal Bond Funds (Szn 6, Epsd 21)

Walmart Earnings Beat

Earnings Should Drive this Week's Narrative

Retail Sales, Trump 2.01

Earnings, Producer Prices

Inflation Back on the Menu

Earnings, Fed Speakers, Bitcoin Bull Rush

Bitcoin Party Rages On

Trump Trade Gathers Steam

Focus Shifts to Fed, However Temporarily

Trump Victory a Big Win for Cryptos, Small Cap Stocks — USD?

Election Day: Don’t Sweat the Results, Unless…

Holding Pattern Into US Election Week

Non-Farm Payrolls

The Contrarian Investment Portfolio: Status Entering November 2024

PCE Deflator, Much Earnings

US Election 'Black Swans' Include Substantial Chance of Political Violence

Q3 GDP, More Earnings

Earnings, JOLTS

Tariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 (Should It Happen)

A Big Week for Tech Earnings, Jobs Data

Durable Goods Orders, Some Earnings

New Home Sales, Flash PMIs, Airline Earnings

Tesla Earnings

Trends Point to Trump Victory, Republican Sweep

GM, 3M Raise Outlook in a Busy Day for Earnings

Leading Indicators, a Big Week for Earnings

TSM Earnings Beat, Retail Sales, Jobless Claims

A Few Earnings…

Earnings, More Bad News for Oil

China Trade Balance Weighs on Commodities, Fed Speakers

Earnings Season Arrives as JPMorgan, BlackRock Crush Estimates

CPI, Jobless Claims, Earnings

FOMC Meeting Minutes

No ‘Bazooka’ From China, Pepsi Earnings, US Trade Balance

Earnings Season Returns

Non-Farm Payrolls

Jobless Claims, Non-Manufacturing PMIs

The Contrarian Portfolio: Status Entering October 2024

Geopolitical Tensions, Revisited

Longshoremen Strike, JOLTS, Some Earnings

Powell Returns, China Stocks Rally Anew

The Bull Case for Industrial Commodities, AI, and More

Powell Speaks, Jobless Claims, Costco Earnings

Micron Earnings, New Home Sales

Finding Contrarian Investors Among US Presidents

Home Prices, Consumer Confidence, Some Earnings

Flash PMIs, Fed Speakers

Fed Recalibration, Jobless Claims, FedEx Earnings

Fed Day: 25 or 50?

Retail Sales

Fed Week

Jobless Claims, Producer Prices

Consumer Price Index, Election Reset

China Trade, Oracle Earnings to Keep Relief Rally Going

Consumer Credit

Non-Farm Payrolls

ADP Payrolls, Jobless Claims

Fed to Trim Rather Than Cut Aggressively; Trump 2.0; Opportunities in AI, Argentina

JOLTS, Some Earnings, Stock Sell-Off

Manufacturing PMIs, Construction Spending

PCE Deflator

Retailer Earnings, Jobless Claims

Nvidia Earnings Day

Nvidia Earnings Eve: Opportunity in AI Chip Stocks?

Nvidia Earnings, PCE Deflator Highlight Week Ahead

Powell Speaks at Jackson Hole

Jobless Claims, PMIs, Jackson Hole Kick-Off

Retailer Earnings, FOMC Meeting Minutes

Stocks’ Winning Streak, Lowe’s Earnings

A Few Earnings to Start a Slow Week…

Economic Data Pointing in Right Direction, for Now

Michigan Consumer Sentiment, Housing Starts

Jobless Claims, Retail Sales

Consumer Prices

Home Depot Consumer Caution

Copper vs Cryptos

Stocks Poised to Recover Weekly Losses

All Eyes on Jobless Claims

Risk-On?

Turnaround Tuesday?

Recession Fears Turn Real

Bad News = Bad News, Again

Apple, Amazon Headline a Big Day for Earnings

The Contrarian Portfolio: Status Entering August 2024

Bonds Poised for More Upside. Tech Stocks Too

Fed Day, Opportunity in AI Chip Stocks?

More Earnings, JOLTS

Earnings + Fed + Payrolls = Another Big Week

PCE Deflator, More Volatility for Stocks

GDP, Earnings, Restaurant Traffic Concerns

PMIs, More Earnings

Earnings Galore: Tesla, Google, Visa

Gold Prices Set Up to Move (Even) Higher

Biden Quits Race, A Big Week for Earnings

Not Your Typical Quiet Summer Friday…

TSM Earnings Beat

China Concerns Weigh on ASML, AI Chip Stocks

Retail Sales, Earnings

Earnings Season

Bank Earnings, Producer Prices

Consumer Prices, Earnings Season

What Has the Fed Spooked?

Powell Testimony, Day 1

A Big Week: Powell Testimony, Inflation Data, Earnings Season Kick-Off

Non-Farm Payrolls, Bitcoin Bear Market

Pre-July 4 US Data Dump

Powell Speech, JOLTS

Construction Spending, ISM Manufacturing PMIs

PCE Deflator

Durable Goods Orders, Earnings

The 'Stoic Investor' Primer

Micron, General Mills Earnings

Consumer Confidence, Home Prices, Some Earnings

AI Speed Bump?

Triple-Witching Day, PMIs

BOE Rate Decision, US Data Dump, Some Earnings

Retail Sales, Fed Speakers

China Industrial Production

Fresh Signs of Economic Turning

Producer Prices, Dovishish Fed

Consumer Prices, Fed Meeting

A Few Earnings, Countdown to Fed/CPI

US Economy Too Strong for Fed; Where to Invest Now

Apple WWDC

Non-Farm Payrolls, Roaring Kitty Livestream

ECB Rate Decision, US Trade Balance, a Few Earnings

ADP Payrolls, Non-Manufacturing PMIs, Earnings

Economic Concerns Resurface

ISM Manufacturing, Construction Spending

PCE Deflator

More Retailer Earnings, Plus Some Tech

Stock Market Expectations: Quickly Getting Ahead of Economic Realities

Retailer Earnings, Fed Beige Book

Consumer Confidence: A First Real Dent in the Armor?

Quiet Summer Friday or Fear of ‘Higher for Longer’ Fed?

Nvidia Rocket Ship, New Home Sales

Nvidia Earnings

Earnings, the Search for ‘Undiscovered’ AI Chip Stocks

Fed Speakers, a few Earnings

Walmart Earnings, Housing Starts

Consumer Prices, Retail Sales

Producer Prices, Meme Stocks Return

Inflation Data, Retailer Earnings Make for a Big Week Ahead

The Specter of Stagflation Still Looms: Ayesha Tariq (Szn 6, Epsd 8)

More Earnings

Earnings, Fed Speakers

The Specter of Stagflation, With Aisha Tariq

Disney Earnings Mixed, Stock Drops

Fed Speakers, A Few Earnings

Non-Farm Payrolls

Focus Returns to Earnings: Apple the Main Event

Prospects of a 'Higher for Longer' Fed…

Earnings: Amazon, AMD, SMCI. But First Coke, McDonald’s

Another Massive Week for Earnings. Plus Fed, NFPs…

PCE Deflator to Crash Tech Party?

First Look at Q1 GDP, Earnings From Microsoft, Google

The Earnings Beat Goes On; Meta Up Next

Earnings: Positive Results Ahead of Tesla

A Massive Week for Earnings

Iran-Israel Tit-for-Tat, Earnings

Taiwan Semiconductor Earnings Beat Fails to Impress

A Few Earnings, Fed Beige Book

Trend-Following Strategies for the New World Order

Earnings, Housing Starts

Geopolitical Risk Returns, or Not

Bank Earnings, Michigan Consumer Sentiment

Producer Prices

Consumer Prices

Inflation Eve

Slow Start to Busy Week With CPI, Earnings

Non-Farm Payrolls

US Trade Balance

Powell Returns, OPEC Meets, Q2's Skittish Start for Stocks

The Trend is Your Friend. Right Now It's Positive for Stocks (Szn 6, Epsd 4)

JOLTS, Fed Speakers, Oil Rally

ISM Manufacturing, Construction Spending

Last Trading Day of Q1, a Solid Quarter for Stocks

Shipping Concerns After Baltimore Bridge Collapse

Durable Goods Orders, Home Prices, Consumer Confidence

Fed Speakers: Bostic, Cook

Markets Cheer Powell Again

Stock Income Will Be Key for the Next Stage of Financial Markets (Szn 6, Epsd 5)

Fed Day

Housing Starts, Crypto Sell-Off

Fed Week Arrives, With Inflation Persistent

The Return of Stagflation Fears?

Retail Sales, Producer Prices

Earnings Season Winds Down

Consumer Prices

Non-Farm Payrolls

More Earnings, More Powell

Powell Returns

Lessons From Financial History: Vanquishing Inflation is Job 1 (Szn 6, Epsd 4)

BTC Flirts With ATH; Target, Crowdstrike Report Earnings

Welcome to March Madness

PCE Deflator Brings Focus Back to Inflation

More Earnings, Crypto Ascent Cont’d

Consumer Confidence, Bitcoin Rally

Some Earnings

Tech Rally Undercut by US Crude Inventory Build-up, Maybe

Nvidia Earnings Rescue the Bull Market, Again

Nvidia Earnings

Walmart, Home Depot Earnings

Producer Prices, Michigan Consumer Sentiment

Time to Get Defensive, Avoid 'Magnificent 7' Tech Stocks (Szn 6, Epsd 3)

Retail Sales, More Earnings

Inflation Fears Return

Consumer Prices, Stocks-Bonds Uncoupling?

Inflation Week to Test $SP5K

PepsiCo Earnings, #SP5K

Wholesale Inventories, Bond Auctions, Mid Earnings

US Trade Balance, More Earnings, More Fed Speakers

More Fed Speakers, More Earnings

Fed Speakers, Earnings

Non-Farm Payrolls

New Trouble in Regional Banks; Amazon, Apple, Meta Earnings

Fed Day, Tech Earnings Disappoint

US Economic Outlook 'Surprisingly Optimistic' (Szn 6, Ep 2)

Google, Microsoft, AMD, Other Earnings; JOLTS

Massive Week for Earnings, With 5 of 'Mag 6' to Report...

PCE Deflator, Tesla Meltdown, Intel Earnings Weigh on Tech

Q4 GDP, More Earnings

The Return of Optimism

A Big Day for Earnings

A Big Week of Earnings, Economic Data

Earnings, Michigan Consumer Sentiment

TSMC Earnings Beat, Housing Starts

Retail Sales

More Bank Earnings

Earnings, Producer Prices, Red Sea Trouble

Inflation Day

Quiet Hump Day: A Good Test of Underlying Sentiment

Markets Face Heightened Risks in First Half of 2024 (Season 6, Episode 1)

Some Earnings, US Trade Balance

Earnings Season

Non-Farm Payrolls

Some Earnings, Jobs Data

JOLTS, Fed Meeting Minutes

Enter 2024, with Smooth Sailing Expected for Markets...