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August 17: Daily Contrarian Reads

My daily contrarian reads for Thursday, August 17th, 2017.

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Chart of the Day: Weak Industrial Production, Strong Stocks, Why Worry!

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Chart of the Day: America's #1 Growth Industry----Transfer Payments

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The Trump Tower Lynch Mob

Jim Kramer of all people hit the nail squarely on this head this morning when he averred that "the market is completely divorced from whatever is going on".

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August 16: Daily Contrarian Reads

My daily contrarian reads for Wednesday, August 16th, 2017.

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Don't Forget The Red Swan, Either

Given the anti-Trump feeding frenzy unleashed in the mainstream media by the Charlottesville riots and the upcoming debt ceiling/continuing resolution carnage among the unprepared GOP majorities in the Imperial City, we continue to believe that a Swan cometh bearing an Orange colored hue. But if that's not enough to dissuade the dip buyers, perhaps the impending arrival of the Red Swan will at least give them pause.

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August 15: Daily Contrarian Reads

My daily contrarian reads for Tuesday, August 15th, 2017.

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That Wasn't No Dog Whistle

Who would have thought the red hot war of words between Kim Jong-un and the Donald could be wiped right off the cable gab-a-thons in just one weekend. But the Charlottesville riots did exactly that, thereby delivering still another cautionary tale about the unhinged times now upon us.

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August 14: Daily Contrarian Reads

My daily contrarian reads for Monday, August 14th, 2017.

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Chart of the Day: Rental Sales Cycle Peaking---Another Headwind To Auto Sales

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