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”).
investorpolitico 