Contrarian Views

Deliberate opposite-side calls with reasoning.

• Do Stocks Outperform Treasury Bills? Most Individual Shares Do Not — Do stocks outperform treasury bills? The market does, the typical listed company does not, and the research showing why changes how you size a single holding.
• Why Popular Investment Wisdom Is Often Wrong: A Contrarian Guide — Four contrarian investment lenses reveal why popular wisdom fails and how professional managers actually evaluate stocks.