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...after smashing the index by more than 50% last year.
A 26-stock contrarian portfolio returned +23.8% YTD, outperforming S&P 500 by 16.3 points by identifying asymmetric opportunities ignored by mainstream consensus. This demonstrates that framework-based, non-consensus opportunity identification consistently beats narrative-driven crowd strategies.
Zerohedge Debates
ZeroHedge Reads
Alt-Market
AntiWar.com
Bitcoin Magazine

...beating the S&P by an estimated +11.2% on an average, equal weighted basis.

...and beating the S&P by +11% this year so far...

...the gap between top 10 market caps & EPS contributions has narrowed to smallest spread in years…

How high can we push valuations before something snaps violently?

Why investors may be overlooking the biggest risks facing today's markets.

I don’t expect everyone to agree with my market conclusions, but here's something to think for yourself about...