Investors must be contrarians to outperform… 25iq

November 7, 2016 by Jim Colburn Leave a Comment

but that means being wrong most of the time… 25iq does a nice job discussing contrarian thinking here:

https://25iq.com/2016/10/28/why-investors-must-be-contrarians-to-outperform-the-market/

Here is one nugget of many:

“This point made by Bezos is the reason why most people follow the crowd. Michael Mauboussin explains this tendency with a simple example:

“Being a contrarian for the sake of being a contrarian is not a good idea. In other words, when the movie theater’s on fire, run out the door, right? Don’t run in the door…. Successful contrarian investing isn’t about going against the grain per se, it’s about exploiting expectations gaps.”

Commodity Research Group (CRG), founded by veteran analyst Edward Meir, is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct commodity hedging strategies.

Our associates bring decades of experience to the table, as they seek to help our clients understand the markets. CRG will distill the myriad of pricing variables mentioned above into coherent research that is to-the-point and tailored to a clients hedging or pricing needs. In addition, CRG is available for consulting assignments and speaking engagements. CRG does not manage money or trade for itself.

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