A Contrarian Trade: Sell NVIDIA, Buy These Bonds
As contrarian investors, we want to fade the “high long rate” hysteria.
Read MorePosted by Brett Owens, Contrarian Outlook | Mar 1, 2024
As contrarian investors, we want to fade the “high long rate” hysteria.
Read MorePosted by Brett Owens, Contrarian Outlook | Feb 26, 2024
Thanks to a two-year run of rising interest rates, these bond-like investments are cheap. But I don’t expect this to be the case for long, with rates ready to relax.
Read MorePosted by Brett Owens, Contrarian Outlook | Feb 22, 2024
One holds well-known names; the other lesser-known firms. But they both trade at a discount today.
Read MorePosted by Brett Owens, Contrarian Outlook | Feb 16, 2024
We want to snare shares before it boosts its payout.
Read MorePosted by Brett Owens, Contrarian Outlook | Feb 15, 2024
We’re shopping in the small(er) cap aisle, for stocks in the midcap range kicking out surging dividends.
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