Markets: be a contrarian?

Posted: June 17, 2016 in Uncategorized

Well you need to have serious guts to be a contrarian in this market.

BUT…this market has always done the reverse of what people believe (my theory – crowded trades do not work).

As the fund managers are liquid at the highest level (5.7% – highest since 2011) – one has to wonder.

This is just a crazy idea – absolutely no advise.

The issue is if you get it wrong you will be absolutely slaughtered.

It is a bit like the Special Forces operation…if they get in correctly you can score a big win (think like the killing of Osama Bin Landen) or if you get it wrong you get slaughtered (think about the real operation movie “Lone Survivor”).

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