Contrarian Ideas

The majority of articles that I've written are concerned with finding the best investment vehicles when they are most in demand, hence the focus on relative strength and momentum. There is another school of thought that views investments from an entirely different perspective, that is from a contrarian and necessarily longer term horizon. Investing in … Continue reading Contrarian Ideas

Gold

As you'd expect, there has been positive activity in the Gold sector. It may be surprising that relative strength was occurring here even before the recent market volatility.  As we look at the relative performance of some major sectors, it wasn't obvious that gold stocks were outperforming the overall market (as measured by the Nasdaq).  … Continue reading Gold