State of the Markets #231 @DaveHContrarian : The Ultimate Contrarian's guide to the coming Boom & Bust
Nov 13, 2025
Dave Hunter, a seasoned portfolio manager and market strategist, shares his insights on the potential for a market melt-up followed by a significant downturn. He discusses how his contrarian sentiment shapes bullish targets while emphasizing the importance of a multi-faceted approach to analyzing markets. Key topics include the dynamics of precious metals amidst fiat erosion, the bullish outlook for tech stocks, and a looming financial bust. Hunter also highlights the risks of central bank policies and predicts massive future interventions to stabilize markets.
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Sentiment Drives Conviction Not Single-Factor Calls
- Dave Hunter uses sentiment as a primary market input and raises targets when sentiment capitulates.
- He combines technicals, fundamentals, macro and cross-market confirmation to build conviction.
Study History, Finance And Economics
- Study history, finance and economics if you want a career in investing, and learn them thoroughly.
- Complement academic study with cross-market experience to build a stronger portfolio-manager skillset.
Raised Targets After April Capitulation
- Dave raised S&P and sector targets after April's violent sell-off because sentiment hit extremes.
- He argued institutions kept 'one foot out the door' and a flush of bullish momentum would follow.