the ContraryThinker™

The Guardian Angel Charges Rent The good news arrived first, the way it usually does. A deal. The Strait of Hormuz would reopen, toll-free, and energy markets gave a sigh of relief. Then everyone got to the fine print. There will be no tolls, the President posted, for sixty days, and no tolls after that…

Everyone on Wall Street has the same story. Rising global bond yields? Blame Iran. Energy import costs, inflation fears, central banks with their hands tied. The narrative is clean, it makes for good headlines, and it gets clicks. But the market structure is saying something completely different. If you’ve been following these pages, you know…

Market Commentary and Insights In Strategy and Tactics, we have a standing rule that you never look a gift horse in the mouth. In other words, when you get a windfall, you take it. Our advisory on the 16th was to sell into strength. We certainly got that on Friday. CONTRARY THINKER™ Strategy & Tactics…

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The main drivers in life boils down to three simple components. Don’t laugh — money, power, and sex. You just have to keep asking yourself the right questions. Why is it so important to be the number one strongest state in the world? We’ll keep that in mind, and here is the ten-point proposal from…

Market Commentary and Insights In Volatile Reports 4/17/26, I reduced the outlook to the following: The broad market is making new all-time highs into our April 20th change-of-trend window, with panic buying registering on the Nasdaq monthly bar and traditional divergences foreshadowing a peak. We expect a near-term pause — a day or two, potentially…