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


Marc Faber Likes Gold at These Levels

May 4, 2012

Our buddy Drew Voros at Hard Assets Investor is on a roll!  Drew, who recently caught up with Jim Rogers, just posted an exclusive with another favorite of ours, Marc Faber.
Faber believes gold has longer to run from here:
Marc Faber: People say the price of gold is in a bubble stage and it is up [...]

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Does Sell in May and Go Away Still Apply?

May 4, 2012

It’s officially May – time to sell the markets and go away?  Does this even still apply these days?  Technician Carl Swenlin considers these seasonal tendencies with respect to the all-important primary trend…
Six-Month Seasonality Turns Unfavorable

by Carl Swenlin

May 1 marked the beginning of a 6-month period of unfavorable seasonality. Research published by Yale Hirsch in [...]

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Hugh Hendry’s Latest – New Letter and Market Commentary

May 4, 2012

Hugh Hendry has emerged!  He released a new Eclectica letter with a surprising twist – he’s more bullish on the aging, indebted West than he is emerging markets.
Last November here in Sacramento, Hendry expressed an admiration for the American way of capitalism, and shared his doubts about the degree of freedom that exists in China’s [...]

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Why GDXJ is a Sucker’s Play

May 4, 2012

What better way to capitalize on this epic bull market in gold than to own the junior miners – a highly volatile call option – right?
If the past two years are any indication…maybe not.  While gold, even with the recent pullback, has had quite the move:

There’s been no mistaking the trend in gold over the [...]

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Marin Katusa: Porter Stansberry is Wrong About Oil Prices

May 4, 2012

Last week on Frank Curzio’s S&A Investor Podcast, Porter Stansberry predicted that the current flood of natural gas to the market would drive the price of oil down below $40 per barrel.  Respected energy analyst Marin Katusa of Casey Research begged to differ – and offered up this rebuttal, which I’m republishing for you here.
****
At [...]

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New Jim Rogers Interview from Hard Assets Investor

May 4, 2012

Our friends at Hard Assets Investor, who I’ve penned a few guest articles for in the past, recently got Jim Rogers on the horn from his place in Singapore.  Some highlights I found interesting:
HAI: If you could buy one commodity right now, what would it be?
Rogers: I guess it would probably be something in agriculture, [...]

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Fun With Trillion-Dollar Deficits! New Infographics From the CBO

April 24, 2012

Hats off to the talented (and brave) soul at the Congressional Budget Office who put together three illustrative infographics on the US Federal Budget (or Deficit, depending on your level of skepticism).  This may be the first time a picture has been worth a trillion dollar shortfall!
When $2.3 Trillion Doesn’t Quite Get It Done
First, the [...]

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Bull Market at Crossroads? Immediate Overhead Resistance in This Chart

April 24, 2012

We always hear that the bull market may have some additional runway between here and the 2007 historical highs on the S&P.  But when adjusting for dividend payouts, are we going to get there sooner than the widely used roadmaps indicate?
Technical analyst extraordinaire Carl Swenlin compares the SPY chart with SPX, and concludes that some [...]

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Why I’m Reconsidering My “I’ll Never Buy a Home” Position

April 8, 2012

When I graduated from college and moved to California in 2003, the housing market was already running away from reality.  All level-headed signs pointed to a bubble.  John Talbot’s The Coming Crash in the Housing Market hit the nail on the head, or so I believed.  I saw Talbot speak in Palo Alto in 2005 [...]

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More “Super Rich” People Now in East Asia Than US

March 29, 2012

Need to hit up a really rich dude (or gal) to fund that hairbrained startup idea of yours?  Might want to hop a plane across the Pacific.
There are now officially more “super rich” people – defined as over $100 million in net worth – in East Asia than there are in the US.  The South [...]

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