Tempted by contrarian signals

European Stocks are at 40-year lows relative to US stocks says BCA research, here). As so-called “extreme”  contrarian signals  are triggered, it doesn’t have to mean one must act at once.  I did something like this with Japan a couple of years ago and am basically flat in that position too !!! Also have a long-term TBT position that is going nowhere.



  1. Professor,

    Stopping by to thank you for your great efforts.
    I’ve really enjoyed visiting your website every other day for the past year.

    Keep up the good work!

    Abraham Arechiga
    Fin 327 and 427 (’11)

    By the way, I will never forget your quote,
    “Learn to manage your risks, returns will come” SGB.

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