Tag Archives: Contrarian Crush

Contrarian Crush & Why LT Rates Are Going Much Higher

This Bloomberg  piece was published before Facebook blew up but still you get the drift.  Betting against the crowd has been a disaster recently.   It always is until it isn’t. In the past year, a contrarian portfolio that invests in … Continue reading

Posted in Black Swan Watch, Bonds, Equities, Uncategorized | Tagged , , , | 2 Comments