How contrarians combine value and momentum to take positions opposite what the consensus believes. What is the consensus view in today's financial markets and how are contrarians positioned.
Topics covered include:
Five attributes of successful investors
Why does the consensus expect stagflation
How central banks have performed in previous tightening cycles
Three reasons central banks tightening results in a recession
When have interest rates peaked in prior tightening cycles
How stocks tend to do well when investors get extremely pessimistic
What are examples of contrarian investments in the current market environment
How contrarian opportunities involve both value and momentum
What are some additional examples of being contrarian outside of the investment arena
