How To Be A Successful Contrarian Investor
Money For the Rest of Us
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The Contrarian Position Is to Take More Credit Risk
The Federal Reserve has just started raising its policy rate. In seven of the eight tightening cycles, the ten year treasury yield peaked a few months before or after the last rate hike. Successful contrarians seek out value with some momentum elements. Most of the underperformance of Japan has been due to valuations.
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