Here’s another potential magazine cover classic! Source: Barron’s Hat tips to Business Insider and the S&A Digest.
The Contrary Investing Report
Investing and Trading News, with a Contrarian, Sarcastic Twist!
Investing and Trading News, with a Contrarian, Sarcastic Twist!
Here’s another potential magazine cover classic! Source: Barron’s Hat tips to Business Insider and the S&A Digest.
One of the biggest mistakes that I personally have made as an investor over the past 18 months has been underestimating the power of the reflation trade. While you probably know I’ve been a big time commodity bull since 2004 (and had a lot of success in agriculture especially), I “lost my way” after getting […]
GDP Report Good for Main Street – Maybe Not for Wall Street. By Sy Harding, Editor, Street Smart Report October 29, 2010. The long-awaited report on economic growth in the third quarter was released Friday morning, and was a somewhat pleasant surprise. After declining from an annualized growth rate of 5.0% in the fourth quarter […]
Here’s a great look at the upcoming midterm election by geopolitical expert George Friedman at Stratfor. It’s an excellent service that takes a look at geopolitical situations around the globe, and breaks down the likely actions of various parties. George does their best stuff, in my opinion, and I was glad that they allowed us […]
Here’s a fantastic historical review of inflation by Columbia Business School Professor Frank Byrd. One of the best presentations about what really drives inflation. The whole preso is well worth a watch. The best part is around minute 19, where Byrd makes a key point – which is that the cost of capital has been […]
Bond King Bill Gross writes that the Fed’s QE2 announcement will likely “mark the end of a great 30-year bull market in bonds.” From his latest PIMCO investment outlook: We at PIMCO join with Ben Bernanke in this diagnosis, but we will tell you, as perhaps he cannot, that the outcome is by no means […]
I think our pal Brian Hunt hits the nail on the head in his DailyWealth piece– he talks about the only thing you need to consider right now when placing a trade: Knowing whether it’s “risk on” or “risk off” is the single biggest factor in any trade you make right now… If you’re long […]
Casey Research’s Chris Wood took an interesting look at the practice of stock buyback’s today. I liked his breakdown, and was actually surprised to see that companies are terrible timers of their own stock! Chris writes: Stock buybacks have been in the news a lot lately. Sitting on piles of cash and too nervous to […]
Today, Bloomberg was quick to post a headline trumpeting the end of deflation: Deflation Disappears With Bond Market Showing Growth Oct. 25 (Bloomberg) — The bond market is showing Federal Reserve Chairman Ben S. Bernanke will succeed in sparking inflation after the smallest gain in core consumer prices in half a century increased concerns that the […]
Is the Fed Sorry It Promised QE2? October 11, 2010 by Sy Harding, Editor of the Street Smart Report The Fed has had stocks and gold spiking up since early September, and the dollar plunging, first on hints that it might consider providing another round of ‘quantitative easing’ if the economic recovery continued to worsen, and […]
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