Jim Letourneau's Blog

Investing, Technology, Travel, Geology, Music, Golf. I think that covers it.

To the Contrary?

It has been pretty difficult to lose money in the stock market in 2009. The obscure avant-garde themes are playing out. The gold bugs are rejoicing. Commodities have recovered. The financials have bounced.

This brings up some thorny questions. What do contrarians do when they're right? How should contrarian investors position themselves in this rising market?