True Contrarian

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Showing posts with label mining. Show all posts
Showing posts with label mining. Show all posts
Sunday, November 27, 2022

"Successful investing is about recognizing the widest gaps between fair value and present value." --Steven Jon Kaplan

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Baby Done, Mama Next BABY DONE, MAMA NEXT (November 27, 2022): All we really need to know we learned in kindergarten, including...
Monday, January 17, 2022

“The success of contrarian strategies requires you at times to go against gut reactions, the prevailing beliefs in the marketplace, and the experts you respect.” --David Dreman

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Déjà Vu All Over Again DÉJÀ VU ALL OVER AGAIN (January 17, 2022): Most investors are either treating 2022 as though it will be ...
Wednesday, November 24, 2021

“With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future.” --Carlos Slim Helu

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Nasty Mean Reversion NASTY MEAN REVERSION (November 24, 2021): There is a fascinating paradox in the financial markets. The most ...
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