Contrarian Outlook

Linde (NASDAQ:LIN) is the world’s largest industrial gas company. Everybody knows heating gas, but nobody thinks about industrial gas. Yet, every single AI chip made in America requires...

This market bounce is giving us a rare window to sell our laggards—and snap up stocks that have been unfairly left behind.When we dump losers, we want do it into strength. And on the flipside,...

The ever-evolving situation in the Middle East has left a lot of uncertainty in the air. But in unpredictable times like these, the best move is often simply this: stay the course.Investors in...

Dividends are on sale! The closed-end fund (CEF) aisle is where we do our best bargain shopping. Wall Street ignores CEFs, creating obscurity that we feast on. Discounts, mispricings and high yields...

Something crucial is happening in AI—just as the situation in Iran pulls attention the other way.More experts—and more importantly, more data—is pointing to something we’ve...

I know uncertainty is the word on everyone’s mind these days, but is this level of terror actually justified?Source: CNN Short answer: Nope. In fact, we contrarians are more nervous when our CNN...

There are three stories moving markets right now: The Iran War. The AI revolution, as heavy investments in the tech cause both excitement and worry, particularly around how AI affects software...

Dividend raises mean something right now.These are companies saying that they are going to make more money in the year ahead in the face of everything that is happening around the globe. Let’s...

Iran War volatility has tossed finance stocks “out with the bathwater.” It’s giving us a nice “second chance to buy” my favorite finance-focused dividend.That would be...

Half of individual investors think the stock market will be lower six months from now. That’s a level of bearishness that intrigues contrarians like us!The weekly AAII Sentiment Survey reports...

Fear is up, markets are down—and we contrarians know that times like these are when we go shopping.Yes, stocks are wobbling. And yes, those hoped-for rate cuts have dried up. Even one may be a...

There’s an activist story shaking the CEF world right now. And no matter how it plays out, it could lead to shrinking discounts in these high-yielding funds.We’re going to break down...

Oil is up, and everything else is down. Stocks. Bonds. Even gold, the traditional safe haven!Real estate stocks are on sale as well. Which means we contrarians need to go shopping. Today we’ll...

Today we’re going to talk about a closed-end fund (CEF) that not only helps us protect our portfolio as this market wobbles—it gives our income stream a boost, too.The situation in the...

“Two Pacificos, please?” I asked the bartender.(When in doubt, hit the lager button. The other option was Lagunitas IPA, a 6%+ refreshment. A bit heavy for our school fundraiser.) I handed...

Even Jay Powell seemed lost.“The thing I want to emphasize is that nobody knows,” the beleaguered Fed chair sighed at last week’s presser, when asked about the effects of the latest...