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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
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Alt-Market
AntiWar.com
Bitcoin Magazine

...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?

Risks hiding in plain sight...

It's not being bearish, it's basic financial journalism...

A basic supply-and-demand question: where will the money come from?

The rise of prediction markets isn't just a financial story, it's a cultural one.