This blog is designed to offer a contrarian view of the economy, financial markets, and politics. Charles Sizemore will post comments as news and market conditions warrant.
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Yes, you read me correctly. Gold, despite recently surging to new all-time highs, is a truly lousy investment. And this is not just my view; it is the view of Benjamin Graham, the mentor of Warren Buffett and the father of modern investing! Consider...
You know the drill: stocks up, dollar down. With investors rediscovering their appetite for risk, the dollar has lost its appeal as a safe haven and has resumed the downtrend it was in long before the financial crisis. So, a falling dollar only makes...
Despite being in "bunker mode," in which virtually all non-essential spending has been trimmed or eliminated, consumers have continued to buy shoes by the box loads (see "A Not-So-Guilty Pleasure").
The question begs to be asked: Why?
The New...
My new trade recommendation in SFO Weekly is to Short the Euro. Here is a snippet from the article:
In perhaps the greatest contrarian signal we’ve seen to date concerning the dollar, Barron’s reported that several sovereign borrowers –...
My recommendation is the "trade of the month" in the November issue of Stocks, Futures, and Options Magazine: "Watch the Herd and Be Contrarian"
Here's a snippet from the article:
Traders and investors are well aware that the crowd is generally...