Investing and Trading News, with a Contrarian, Sarcastic Twist!
Paul van Eeden, Agora Financial Investment Symposium After a solid week of collective Bernanke bashing, Paul van Eeden had the guts to stroll up to the stage and say: “Ben Bernanke has done an outstanding job of preventing deflation and controlling inflation.” He said this with a straight face, he was sincere, and he managed […]
Rick Rule moderated Agora’s Resource Investing Debate, featuring: – Brent Cook, Geologist, Editor of Exploration Insights, a mining and exploration investment letter – Matt Badiali, Editor of The S&A Resource Report, a monthly investment advisory that focuses on the oil, energy, and mining sectors – Marcio Rocha Mello, CEO and Founder, HRT Oil & Gas, […]
Doug Casey, Agora Financial Investment Symposium Just as I was starting to get lulled into a false sense of blogging security, Doug Casey strolled to the stage to stir things up. I had not written much about the previous two presenters – my leisurely pace was about to change. His talk was not only engaging and […]
Deflationary Bust or Government Profligacy and Money Printing Marc Faber, 2012 Agora Financial Investment Symposium “I am very grateful to be here in Canada. Every time I travel from the US to Canada, it feels like I am traveling from Hell to Heaven.” With this opening grapeshot, Marc Faber was off and running. He thanked […]
The West and the Rest: Our Slight Depression in Historical Perspective Niall Ferguson, 2012 Agora Financial Investment Symposium Niall Ferguson led off the symposium began by lamenting that just 23 years ago, it all seemed so simple. It was the summer of 1989, he reminded us, when Francis Fukuyama famously proclaimed “The End of History,” […]
Rick Rule, 2012 Agora Financial Investment Symposium “Rockstar” resource investing guru Rick Rule took the stage for the challenging “Happy Hour” time slot to cap off the first day. No slides needed, Rule went straight off the cuff. He joked that while he enjoyed the previous biotech presentations, it reminded him why he limits himself […]
Platypus Rex: End Times Investment Wisdom for the Duck Billed Dan Denning, 2012 Agora Financial Investment Symposium Dan Denning, Editor of The Daily Reckoning Australia, believes 2012 is a lot like 2007, but with more denial. The risk in the system has been transferred from the periphery (bad mortgages) into the core (US Treasuries) – which […]
This week Contrary Investing is coming to you LIVE from Vancouver, Canada, with coverage from the 13th annual Agora Financial Investment Symposium! Stay tuned this week for write ups on the presentations from Niall Ferguson, Rick Rule, Marc Faber, Michael Covel, Doug Casey, Barry Ritholtz, and more.
I was thrilled to be able to crash a presentation on Thursday from Martin Barnes, Chief Economist at BCA, who swung into town to present his outlook on the global economy and financial markets to the CFA Society of Sacramento. BCA produces highly regarded research that is priced at a premium, so this was a […]
Here’s a great 15-minute Jim Chanos interview, where he discusses the psychology of short selling, and of course, China. If you’re philosophically inclined, you’re really going to enjoy the intro. Chanos explains why the majority of life, including financial news and reporting, is a silent drumbeat of positive reinforcement (study hard, get good grades, get […]
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