The Contrary Investing Report
Investing and Trading News, with a Contrarian, Sarcastic Twist!


Hedge Funds: Ultimate Contrary Indicator on Gold?

by Brett on September 24, 2013

Last Wednesday, Ben Bernanke surprised expert “consensus views” when he announced that QE Infinite would march on.
So much for the wisdom of crowds!
Gold went bonkers. The yellow metal rocketed up 4.6% – its biggest gain in four years.
And the real raging party occurred in the mining stocks. The Market Vectors Junior Gold Miners ETF (NYSE:GDXJ) [...]

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Beware Time Magazine’s “Raging Bull” Cover?

by Brett on September 19, 2013

There are few things that spook me more than a bull on a magazine cover.
Yesterday morning I almost spilled my crappy Starbucks coffee all over Hudson News when I saw this beauty at the airport newsstand…

A classic contrarian magazine cover! Which means those of us who run “against the herd” should unload all of [...]

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An Overlooked High-Growth Software Company (Really!)

August 30, 2013

Software is a great business. Once you pass the “break even” point, each additional sale drops straight to the bottom line.
Many investors realize this and bid software stock prices up to crazy heights. Today, though, we’ll put on our contrarian hat and highlight a rare overlooked gem in this sector.
The Two Keys to Software [...]

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Buying From Panic Sellers: A Forgotten, Unloved Precious Metal

July 2, 2013

This article was originally published on my new site and newsletter, Contrarian Profits.
The panic selling in precious metals is giving us a special contrarian treat. I’m talking about a former inflation hedge sweetheart that’s being unfairly dumped and is now trading very close to its cost of production.
But as savvy resource investors know, the cure [...]

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Why – and How – Marc Faber’s Buying Gold Right Now

May 31, 2013

Marc Faber likes gold at these levels – the physical variety that is – and recommends storing it anywhere but the US (much to the shock of the potted plants in suits on CNBC).
Interview highlights:

On gold’s lackluster year: Money printing does not lift all assets at the same time with the same intensity

Believes $1,322 may [...]

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NYSE Margin Debt Hits Record Levels, Surpassing 2007 Mark

May 31, 2013

Not only are investors all lathered up these days – they appear to be quite levered up, too.  Courtesy of the Jutia Group:
It’s official…
Margin debt—that’s the amount of money borrowed to purchase stocks—on the New York Stock Exchange (NYSE) reached its all-time high in April. Margin debt on the NYSE registered at $384.3 billion as [...]

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Putting Today’s Market Breakdown in Perspective

May 31, 2013

Just how meaningful was today’s late vomiting action from the market?  Technician Carl Swenlin pulls up the charts for each sector and puts it in perspective…
Sector Check
by Carl Swenlin
The S&P 500 component stocks are divided into nine sectors. All the stocks are used, and each stock is only used once. Those sector indexes are typically [...]

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A Big “Too Big to Fail” Undressing

May 31, 2013

The usually-zen Sy Harding is all fired up today – please read on for a “too big to fail” undressing!
Too Big To Fail Banks Certainly Have Not
By Sy Harding

Fair warning – the following may make you sick.
This week the Federal Reserve of St. Louis released a report estimating that Americans on average have recovered only [...]

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Gold & Silver “Gambler Specials” Search For a Bottom

May 30, 2013

When gold and silver crashed, I dialed in my favorite leveraged proxies for close viewing – Royal Gold (RGLD) and Silver Wheaton (SLW).
Both are great businesses – junior miners who don’t actually do any mining.  Rather they are royalty companies, who own the gold and silver in the ground respectively, and cut deals with companies [...]

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Jim Rogers’ Buy Price on Gold

May 30, 2013

Jim Rogers was last week’s guest on Porter Stansberry’s usually excellent podcast Stansberry Radio.  I am throwing in the “usually” qualifier because this was, in my opinion, a poor interview by Porter (who is normally good)…I thought he spoke way too much and didn’t let Jim get enough in.
Regardless, it’s worth a listen – Jim [...]

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