ContraryInvestor.com is dedicated to the premise that money can be made in any type of market environment.  Our investment philosophy is grounded in analysis of business fundamentals, independence of thought, flexibility and balance in investment outlook, and patience.  We question consensus perceptions and beliefs while looking for opportunities contrary to Wall Street generated crowd behavior.  A portion of every portfolio should be dedicated to ideas away from the crowd.

     Our research, commentary and perspective regarding current financial market activity.  We update this investment report each Tuesday and Thursday evening at approximately 8pm PST.  Subscribers will be notified of any Market Observations interim updates warranted by unusual  financial market events.  For samples of this work, be sure to check out our 2008, 2007, 2006, 2005, 2004, 2003,  2002 and 2001 Monthly Market Observations Archives as well as the twice weekly  Year 2000 Archives. 

     Here we detail what we are actually doing in managed accounts.  The discussion crosses various risk parameters and investment objectives focusing on equities, fixed income and derivatives vehicles.  This page is strictly for informational purposes.  We do not offer investment recommendations or specific advice on this web site.  

     Although we are fundamental investors by nature, we believe technical analysis is an important multi-disciplinary arrow in our quiver of investment decision making tools.  Here we present charts focused on long and short term macro equity market views of life as we see it in the spirit of risk management - the most important of long term investment activities.  We hope these will be helpful in terms of keeping all of us on the right side of longer term macro equity market risk and reward, yet at the same time offer perspective for those with shorter or trading horizons. 

     Our monthly research, commentary and perspectives on the financial markets.  This report is updated in first weekend of each month and is an open access report.  Current report:  November 2009

     Another obligatory links page?  We hope not.  Here is a plenitude of insightful information from people much smarter than ourselves.  We also include links to market data, charts, useful investment tools and other sites we believe are helpful.

     Long term investing can be a journey of self discovery.  Learning to control simple human emotion can be a difficult task. We suggest every investor make the effort to consider new or alternative paths of thought.  Here we review and recommend books we believe are worth the effort.

     Join the subscription portion of ContraryInvestor.com at what we hope is a very reasonable cost.  Annual and quarterly subscription choices are available.  For non-subscribers, feel free to join our mailing list for updates on changes to ContraryInvestor.com and notifications of open access Monthly Market Observations publications.  Our mailing list as well as subscriber information is held in the strictest of confidence.