Determining the Contrarian Position

Continuing our analysis of the Contrarian Approach to investing, a concept we strongly endorse, we run headlong into the question:  Where is the crowd?  We want to be somewhere else! Much of the opinion about market sentiment is anecdotal.  Those with contacts in the hedge fund community claim to know which way positions are leaning.  […]

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End of Rate Hikes a Catalyst?

Will the market rally when the Fed has finished the tightening cycle?  Is 1994 a good parallel?  The Ed Keon interview on CNBC explains it.  Look at this summary of the standard story from Doug Kass via Barry Ritholtz, then refutation from Ed Keon. Link: 1994 Parallel?. The delightfully impish Doug Kass (The Anti-Cramer) looks […]

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