Has sentiment reached an extreme? Is anyone surprised anymore when weak economic data is released? Were you surprised that existing home sales fell 27% last month? I wasn’t and apparently neither were the people buying up home builder stocks when that news was released last Tuesday. Were you surprised to read the Goldman and Redbook [...]
The name of this blog is Contrarian Musings for a reason. Investing is nothing more complicated than buying low and selling high. The only way to accomplish that is to be a contrarian. Investments for which there is little demand will be available at favorable prices. Investments for which there is great demand rarely offer [...]
If you style yourself a contrarian - and most investors do - this should be music to the ears of a stock buyer:
In Striking Shift, Small Investors Flee Stock
Market
Investors withdrew a staggering $33.12 billion from domestic stock market mutual funds in the first seven months of this year, according to the Investment Company Institute, the [...]
Is there a bubble in bond land? That’s become the hot question of the moment with everyone from Jeremy Siegel (yes) to Randall Forsyth at Barrons (no) offering an opinion. I was even quoted in an article this week at CNN Money concerning the present state of the bond market. Goodness knows, if reporters are [...]
