Contrarian Investor Media
@contrarianpod.bsky.social
Giving voice to those who challenge a prevailing sentiment in financial markets
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Contrarian Investor Media gives voice to those who challenge a prevailing narrative in global financial markets. This our premium account, which features the Daily Contrarian briefing published every ...
ContrarianPod.substack.com
This Bluesky experiment is officially a waste of time
Follow me on Twitter/X or Threads
Or better yet subscribe to the Substack:
ContrarianPod.substack.com
Follow me on Twitter/X or Threads
Or better yet subscribe to the Substack:
ContrarianPod.substack.com
This Bluesky experiment is officially a waste of time
Follow me on Twitter/X or Threads
Or better yet subscribe to the Substack:
ContrarianPod.substack.com
Follow me on Twitter/X or Threads
Or better yet subscribe to the Substack:
ContrarianPod.substack.com
Contrarian Investor Premium | Contrarian Investor Media | Substack
Contrarian Investor Media gives voice to those who challenge a prevailing narrative in global financial markets. This our premium account, which features the Daily Contrarian briefing published every ...
ContrarianPod.substack.com
June 14, 2025 at 2:12 PM
This Bluesky experiment is officially a waste of time
Follow me on Twitter/X or Threads
Or better yet subscribe to the Substack:
ContrarianPod.substack.com
Follow me on Twitter/X or Threads
Or better yet subscribe to the Substack:
ContrarianPod.substack.com
Contrarian indicator to get long Google stock?
$GOOG $GOOGL
$GOOG $GOOGL
June 14, 2025 at 1:02 PM
Contrarian indicator to get long Google stock?
$GOOG $GOOGL
$GOOG $GOOGL
Market reaction ex-oil seems a bit muted
Futures down 1% & change
Gold up just 1%
Will go live with a deeper look a little later this morning…
Futures down 1% & change
Gold up just 1%
Will go live with a deeper look a little later this morning…
June 13, 2025 at 11:19 AM
Market reaction ex-oil seems a bit muted
Futures down 1% & change
Gold up just 1%
Will go live with a deeper look a little later this morning…
Futures down 1% & change
Gold up just 1%
Will go live with a deeper look a little later this morning…
Good morning contrarians!
Renewed tariff concerned are weighing on risk sentiment. The good news is oil is down…
Not much on the calendar today: PPI, jobless claims. Blah
Recording of the live video now available for premium subscribers! Get it here:
open.substack.com/pub/contrari...
Renewed tariff concerned are weighing on risk sentiment. The good news is oil is down…
Not much on the calendar today: PPI, jobless claims. Blah
Recording of the live video now available for premium subscribers! Get it here:
open.substack.com/pub/contrari...
Renewed Tariff Concerns
Futures and cryptos are lower with bond yields as trade news weighs on risk sentiment…
open.substack.com
June 12, 2025 at 11:23 AM
Good morning contrarians!
Renewed tariff concerned are weighing on risk sentiment. The good news is oil is down…
Not much on the calendar today: PPI, jobless claims. Blah
Recording of the live video now available for premium subscribers! Get it here:
open.substack.com/pub/contrari...
Renewed tariff concerned are weighing on risk sentiment. The good news is oil is down…
Not much on the calendar today: PPI, jobless claims. Blah
Recording of the live video now available for premium subscribers! Get it here:
open.substack.com/pub/contrari...
Pilgrim’s Pride stock dropping to its lowest level of the year after the CEO sold shares
Tempted?
$PPC looks cheap and the insider selling was not substantial…
Tempted?
$PPC looks cheap and the insider selling was not substantial…
June 11, 2025 at 2:53 PM
Pilgrim’s Pride stock dropping to its lowest level of the year after the CEO sold shares
Tempted?
$PPC looks cheap and the insider selling was not substantial…
Tempted?
$PPC looks cheap and the insider selling was not substantial…
Nice CPI print. Rally incoming
Hope you were long stocks
Hope you were long stocks
June 11, 2025 at 12:33 PM
Nice CPI print. Rally incoming
Hope you were long stocks
Hope you were long stocks
Good morning contrarians!
Behold the recording of our FIRST EVER LIVE BROADCAST of the morning briefing
It’s all about the CPI today but we also have a bond auction this afternoon that could trip things up
We get into all this here:
open.substack.com/pub/contrari...
Behold the recording of our FIRST EVER LIVE BROADCAST of the morning briefing
It’s all about the CPI today but we also have a bond auction this afternoon that could trip things up
We get into all this here:
open.substack.com/pub/contrari...
Consumer Prices, Bond Auction
A recording from Contrarian Investor Media's live video
open.substack.com
June 11, 2025 at 11:22 AM
Good morning contrarians!
Behold the recording of our FIRST EVER LIVE BROADCAST of the morning briefing
It’s all about the CPI today but we also have a bond auction this afternoon that could trip things up
We get into all this here:
open.substack.com/pub/contrari...
Behold the recording of our FIRST EVER LIVE BROADCAST of the morning briefing
It’s all about the CPI today but we also have a bond auction this afternoon that could trip things up
We get into all this here:
open.substack.com/pub/contrari...
Good morning contrarians!
Futures are quiet as top trade representatives from the US and China (neither of the individuals pictured) meet in London
Today’s briefing/podcast is COMPLETELY FREE! Get it here:
open.substack.com/pub/contrari...
Futures are quiet as top trade representatives from the US and China (neither of the individuals pictured) meet in London
Today’s briefing/podcast is COMPLETELY FREE! Get it here:
open.substack.com/pub/contrari...
China-US Trade Talks
Futures are quiet as top trade representatives (not the individuals pictured) meet in London…
open.substack.com
June 9, 2025 at 10:53 AM
Good morning contrarians!
Futures are quiet as top trade representatives from the US and China (neither of the individuals pictured) meet in London
Today’s briefing/podcast is COMPLETELY FREE! Get it here:
open.substack.com/pub/contrari...
Futures are quiet as top trade representatives from the US and China (neither of the individuals pictured) meet in London
Today’s briefing/podcast is COMPLETELY FREE! Get it here:
open.substack.com/pub/contrari...
Sunday night futures check:
Drop in the VIX, otherwise nothing doing
Drop in the VIX, otherwise nothing doing
June 9, 2025 at 12:07 AM
Sunday night futures check:
Drop in the VIX, otherwise nothing doing
Drop in the VIX, otherwise nothing doing
Not this again
June 7, 2025 at 1:56 PM
Not this again
One for all you small cap bros: $TGB
Taseko Mines stock shooting to fresh 52-week highs after making an agreement with BC province
Taseko Mines stock shooting to fresh 52-week highs after making an agreement with BC province
June 6, 2025 at 3:38 PM
One for all you small cap bros: $TGB
Taseko Mines stock shooting to fresh 52-week highs after making an agreement with BC province
Taseko Mines stock shooting to fresh 52-week highs after making an agreement with BC province
Good morning contrarians! Your host returns from colonoscopy leave
Futures in a holding pattern until non-farm payrolls at 0830
Today’s briefing/podcast here for premium subscribers:
open.substack.com/pub/contrari...
Futures in a holding pattern until non-farm payrolls at 0830
Today’s briefing/podcast here for premium subscribers:
open.substack.com/pub/contrari...
Non-Farm Payrolls
Futures are flat ahead of the jobs number. Tesla's stock is recovering after dropping yesterday due to the Musk v Trump mudslinging contest...
open.substack.com
June 6, 2025 at 9:45 AM
Good morning contrarians! Your host returns from colonoscopy leave
Futures in a holding pattern until non-farm payrolls at 0830
Today’s briefing/podcast here for premium subscribers:
open.substack.com/pub/contrari...
Futures in a holding pattern until non-farm payrolls at 0830
Today’s briefing/podcast here for premium subscribers:
open.substack.com/pub/contrari...
I’d say we’re one positive jobs report away from markets re-entering euphoria
June 5, 2025 at 12:15 PM
I’d say we’re one positive jobs report away from markets re-entering euphoria
Good morning contrarians!
Your host is still on the mend so no briefing
Another quiet day anyway. PMIs, a few earnings. Blah
Futures flat
Your host is still on the mend so no briefing
Another quiet day anyway. PMIs, a few earnings. Blah
Futures flat
June 5, 2025 at 11:01 AM
Good morning contrarians!
Your host is still on the mend so no briefing
Another quiet day anyway. PMIs, a few earnings. Blah
Futures flat
Your host is still on the mend so no briefing
Another quiet day anyway. PMIs, a few earnings. Blah
Futures flat
PSA: your host has been silent because he’s recovering from colonoscopy
Quiet day in markets anyhow. Probably in a holding pattern until nonfarms on Friday
Quiet day in markets anyhow. Probably in a holding pattern until nonfarms on Friday
June 4, 2025 at 7:05 PM
PSA: your host has been silent because he’s recovering from colonoscopy
Quiet day in markets anyhow. Probably in a holding pattern until nonfarms on Friday
Quiet day in markets anyhow. Probably in a holding pattern until nonfarms on Friday
New episode now live for premium subscribers!
Meb Faber joins the podcast to discuss allocating internationally, why dividends are best avoided, and a whole lot more!
Free teaser audio available here:
open.substack.com/pub/contrari...
Meb Faber joins the podcast to discuss allocating internationally, why dividends are best avoided, and a whole lot more!
Free teaser audio available here:
open.substack.com/pub/contrari...
International Value Stocks Present Opportunity, Dividends Best Avoided
Featuring Meb Faber, Cambrian Investments
open.substack.com
June 3, 2025 at 7:50 PM
New episode now live for premium subscribers!
Meb Faber joins the podcast to discuss allocating internationally, why dividends are best avoided, and a whole lot more!
Free teaser audio available here:
open.substack.com/pub/contrari...
Meb Faber joins the podcast to discuss allocating internationally, why dividends are best avoided, and a whole lot more!
Free teaser audio available here:
open.substack.com/pub/contrari...
Congrats $DG hodlers
We’ve recaptured ground from last August
Dollar General stock +15% after earnings
We’ve recaptured ground from last August
Dollar General stock +15% after earnings
June 3, 2025 at 1:57 PM
Congrats $DG hodlers
We’ve recaptured ground from last August
Dollar General stock +15% after earnings
We’ve recaptured ground from last August
Dollar General stock +15% after earnings
Good morning contrarians!
Good news from Dollar General earnings, but futures are quiet overall
JOLTS today. That’s it. Quiet day probably (famous last words)
Today’s briefing/podcast is now live for premium subscribers here:
open.substack.com/pub/contrari...
Good news from Dollar General earnings, but futures are quiet overall
JOLTS today. That’s it. Quiet day probably (famous last words)
Today’s briefing/podcast is now live for premium subscribers here:
open.substack.com/pub/contrari...
Dollar General Earnings Beat, JOLTS
Futures are quiet but DG delivered a strong quarter and raised outlook. That may not be a positive sign for the economy however…
open.substack.com
June 3, 2025 at 11:21 AM
Good morning contrarians!
Good news from Dollar General earnings, but futures are quiet overall
JOLTS today. That’s it. Quiet day probably (famous last words)
Today’s briefing/podcast is now live for premium subscribers here:
open.substack.com/pub/contrari...
Good news from Dollar General earnings, but futures are quiet overall
JOLTS today. That’s it. Quiet day probably (famous last words)
Today’s briefing/podcast is now live for premium subscribers here:
open.substack.com/pub/contrari...
Am interviewing Meb Faber TODAY for the next episode of the podcast
Get your questions in! If a question is read on the show you win a contrarian mug (pictured)
Get your questions in! If a question is read on the show you win a contrarian mug (pictured)
June 2, 2025 at 1:24 PM
Am interviewing Meb Faber TODAY for the next episode of the podcast
Get your questions in! If a question is read on the show you win a contrarian mug (pictured)
Get your questions in! If a question is read on the show you win a contrarian mug (pictured)
Good morning contrarians!
Stock futures down a bit on news of deteriorating Sino-US trade talks
That is mostly seen in commodity prices, which are spiking higher
Powell speaks this afternoon. Little else of interest on the calendar
Today’s briefing/podcast:
open.substack.com/pub/contrari...
Stock futures down a bit on news of deteriorating Sino-US trade talks
That is mostly seen in commodity prices, which are spiking higher
Powell speaks this afternoon. Little else of interest on the calendar
Today’s briefing/podcast:
open.substack.com/pub/contrari...
Powell Returns
The Fed Chair speaks this afternoon. Commodity prices are spiking on news of a breakdown in Sino-US trade talks…
open.substack.com
June 2, 2025 at 11:10 AM
Good morning contrarians!
Stock futures down a bit on news of deteriorating Sino-US trade talks
That is mostly seen in commodity prices, which are spiking higher
Powell speaks this afternoon. Little else of interest on the calendar
Today’s briefing/podcast:
open.substack.com/pub/contrari...
Stock futures down a bit on news of deteriorating Sino-US trade talks
That is mostly seen in commodity prices, which are spiking higher
Powell speaks this afternoon. Little else of interest on the calendar
Today’s briefing/podcast:
open.substack.com/pub/contrari...
Sunday night futures check
Light red
Light red
June 2, 2025 at 1:20 AM
Sunday night futures check
Light red
Light red
Week Ahead Watch
Mon: Powell speech, manufacturing PMIs, construction spending
Tue: Earnings from $DG $NIO $SIG $OLLI $CRWD. JOLTS
Wed: $DLTR $FIVE. Non-manufacturing PMIs, FED beige book
Thu: $AVGO $DOCU $LULU $WOOF. Trade balance
Fri: Non-farm payrolls
Mon: Powell speech, manufacturing PMIs, construction spending
Tue: Earnings from $DG $NIO $SIG $OLLI $CRWD. JOLTS
Wed: $DLTR $FIVE. Non-manufacturing PMIs, FED beige book
Thu: $AVGO $DOCU $LULU $WOOF. Trade balance
Fri: Non-farm payrolls
June 1, 2025 at 7:33 PM
Week Ahead Watch
Mon: Powell speech, manufacturing PMIs, construction spending
Tue: Earnings from $DG $NIO $SIG $OLLI $CRWD. JOLTS
Wed: $DLTR $FIVE. Non-manufacturing PMIs, FED beige book
Thu: $AVGO $DOCU $LULU $WOOF. Trade balance
Fri: Non-farm payrolls
Mon: Powell speech, manufacturing PMIs, construction spending
Tue: Earnings from $DG $NIO $SIG $OLLI $CRWD. JOLTS
Wed: $DLTR $FIVE. Non-manufacturing PMIs, FED beige book
Thu: $AVGO $DOCU $LULU $WOOF. Trade balance
Fri: Non-farm payrolls
Phoenicians, Elon Musk, sea, space, and the drivers of progress:
Some interesting reading for your Sunday morning
open.substack.com/pub/macrowis...
Some interesting reading for your Sunday morning
open.substack.com/pub/macrowis...
Power Law of the Sea and Space: The Phoenicians, Elon Musk, and the Hidden Drivers of Progress
If economic growth is GDP per capita, and robots like Optimus remove the limits on “capita,” the potential is limitless.
open.substack.com
June 1, 2025 at 1:56 PM
Phoenicians, Elon Musk, sea, space, and the drivers of progress:
Some interesting reading for your Sunday morning
open.substack.com/pub/macrowis...
Some interesting reading for your Sunday morning
open.substack.com/pub/macrowis...
