Sitemap - 2025 - Contrarian Investor Premium
Tesla Delivery Relief, Concern For Payrolls
The Contrarian Investment Portfolio: Status Entering July 2025
Holiday-Shortened Week with Non-Farm Payrolls the Main Catalyst
Peace in the Middle East! Focus Turns to Fed, NYC Mayor Race
Market Reaction to US Bombing Iran: Blah
All Eyes on Fed, With Hopes for ‘Powell Put’
Focus Turns From Middle East to Fed
International Value Stocks Present Opportunity, Dividends Best Avoided
Dollar General Earnings Beat, JOLTS
The Contrarian Investment Portfolio: Status Entering June 2025
Target Earnings Miss, Tax Wrangling in DC
Home Depot Earnings: Some Good News on Pricing (Inflation)
US Credit Downgrade, 'Tariffs On' Fears
'Tariff On' Dips Create Buying Opportunities
Tariff Dips Create Buying Opportunities (Actionable Highlights Clip)
US-UK Trade Deal, More Earnings, Jobless Claims
Tariffs Have Changed 'Plumbing' of Global Finance -- Risks Are Real
The Contrarian Investment Portfolio: Status Entering May 2025
PMIs, Earnings From Amazon, Apple
Q1 GDP, PCE Deflator, Earnings
Earnings Relief From Honeywell, Royal Caribbean
Tariffs On, Powell Speech, Retail Sales
Earnings, Calm Returns to Market
‘Tariffs Off’ Reversal Madness
Risk Appetite Returns, For Now…
Non-Farm Payrolls, Powell Speech
Tariff Trouble Damage Assessment
‘Liberation Day’, Tesla Q1 Sales
The Contrarian Investment Portfolio: Status Entering April 2025
JOLTS, Countdown to ‘Liberation Day’
'Liberation Day' Tariff Concerns
Housing Data, Consumer Confidence
Opportunities in High Yield, Private Credit and More
Recession Fears Are Overblown; Blow-Off Top Coming
Producer Prices, Jobless Claims
Tech Correction Gets Real, JOLTS, Earnings
Non-Farm Payrolls, Powell Speech
Economic Cycle Still Has Room to Run, Even With Trump Tariffs
Jobless Claims, Earnings, Atlanta Fed GDPNow
Tariff Trouble, Target Earnings
Manufacturing PMIs, Construction Spending
The Contrarian Investment Portfolio: Status Entering March 2025
Tech Sell-Off, Bitcoin <$80K, PCE Deflator
Muted Market Reaction to Nvidia Earnings
Pessimism's Return, Trump 2.0 Opportunities
Home Prices, Home Depot Earnings, Tariffs On
Pessimism's Return, Nvidia Earnings Preview With Phil Pecsok
A Big Week for Earnings: Nvidia the Main Event
Walmart Earnings Disappoint, Raise Possible Red Flag Over US Consumer
Housing Starts, Fed Meeting Minutes
AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead (Szn 7, Epsd 3)
Prepare for End of US Dollar Cycle, as Emerging Markets Rise (Szn 7, Epsd 2)
More Earnings, Sino-US Trade War
Sino-US Trade War, Earnings, JOLTS
The Contrarian Investment Portfolio: Status Entering February 2025
Earnings, First Look at Q4 GDP
The Looming Iceberg Ahead of the US Economy (Szn 7, Episode 1)
The Trump Trade Returns: Version 2.x
Taiwan Semiconductor Earnings Fuel AI Party
Non-Farm Payrolls, Earnings Season
Fed Back in Focus: Meeting Minutes, Waller Speech
PMIs, JOLTS, Sell-Off in Staples Stocks
Factory Orders, Speeches From Fed Governor Cook, Nvidia CEO Huang
The Contrarian Investment Portfolio: Status Entering January 2025