Contrarian Investor Media

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 ...

This Bluesky experiment is officially a waste of time

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Contrarian indicator to get long Google stock?

$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…

Welp

Renewed Tariff Concerns Futures and cryptos are lower with bond yields as trade news weighs on risk sentiment…

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...

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…

‪Admittedly, I was anticipating a stronger reaction…‬

Nice CPI print. Rally incoming

Hope you were long stocks

‪From the Briefing, the set up for today:‬

‪CPI below forecasts ➡️ stock and bonds rally‬

‪CPI meets forecasts ➡️ stocks rally. Bonds maybe‬

‪CPI above forecasts ➡️ stocks and bonds sell off‬

Consumer Prices, Bond Auction A recording from Contrarian Investor Media's live video

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...

‪From the Briefing:‬

‪the presumptive move appears to be higher as investors seem to have rediscovered risk appetite after a tough spring…‬

China-US Trade Talks Futures are quiet as top trade representatives (not the individuals pictured) meet in London…

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...

Sunday night futures check:

Drop in the VIX, otherwise nothing doing

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

‪And here we are‬

‪From the Briefing:‬

‪Today might be one of those jobs days where the market reaction is positive either way‬

‪Positive number = economic growth continuing‬

‪Negative number = FED cuts‬

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...

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...

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

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

International Value Stocks Present Opportunity, Dividends Best Avoided Featuring Meb Faber, Cambrian Investments

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...

Congrats $DG hodlers

We’ve recaptured ground from last August

Dollar General stock +15% after earnings

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…

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...

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)

Powell Returns The Fed Chair speaks this afternoon. Commodity prices are spiking on news of a breakdown in Sino-US trade talks…

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...

Sunday night futures check

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