Author Archives: ContraManFund

About ContraManFund

Fictional (maybe not if you are an accredited investor) trading of a long/short contrarian-driven investment model portfolio based upon current economic environments and counter-intuitive trends. Legal Disclaimer The content on this site is provided without any warranty, express or implied. All opinions expressed on this site are those of the author and may contain errors or omissions. NO MATERIAL HERE CONSTITUTES "INVESTMENT ADVICE" NOR IS IT A RECOMMENDATION TO BUY OR SELL ANY FINANCIAL INSTRUMENT, INCLUDING BUT NOT LIMITED TO STOCKS, OPTIONS, BONDS OR FUTURES. The author may have a position in any company or security mentioned herein. Actions you undertake as a consequence of any analysis, opinion or advertisement on this site are your sole responsibility. Please consult your own investment advisor before making any investments anywhere, and always do your own due diligence before undertaking any individual investment.

Hyper Re-Hypothecation

Posted on December 8, 2011 by ContraManFund

Dear Contra_Folk, Say What? Your supposedly “just like cash in the bank” AAA Money Market Mutual Funds (MMF’s) are likely next to reveal some funny money custodianship and transparency issues with rotting collateral off the books from hidden UK-based repo holdings. … Continue reading →

Posted in Business, Investment, Investment Finance, Monetization, Stock Market | Tagged hypothecation, MMF, money market funds, Morgan Stanley, NAV, pledged assets, Repo | Leave a comment

Muddy Waters – Our Institutional Hero

Posted on November 22, 2011 by ContraManFund

Dear Contra_Folk, After evidence of another SEC broad-based regulatory failure for not investigating another potential fraudulent foreign IPO listing entity (Chart), we have to provide some highlight commentary to the complete and utter lack of any consequences for the SEC … Continue reading →

Posted in Business, debt ceiling, Economics, Investment Finance, Monetization, Quantitative Easing | Tagged Focus Media Holding, Initial public offering, John Paulson, Liquid crystal display, MarketWatch, Money, Muddy Water, Pension Managers, Pension Plans, Shorts, Sino-Forest Corporation | Leave a comment

Occupiers’ Guide For The 99% Amendment

Posted on November 15, 2011 by ContraManFund

Dear Contra_Folk, What do the Occupy Wall Street types want? What are their official demands? Probably change. The same change 99% of all of us want, the change necessary to bring back confidence to the free markets, the change necessary … Continue reading →

Posted in Business, Economics, Investment Finance, Monetization, Quantitative Easing | Tagged 1%, 99%, bankster, Board of directors, Board of Trustees, constitution, constitutional amendment, occupy, occupy Wallstreet, Politics, rule of law, Trustee, United States, Yuppie | Leave a comment

The New Insured Bankster ETN

Posted on August 24, 2011 by ContraManFund

Dear Contra_Folk, M-2 , yet another money supply “misreading” device of choice for Central Banksters, has been whipped around in the MSM headlines over the last few months with the sudden, and surprise good news story of an increase in … Continue reading →

Posted in Business, Debasement, Economics, Investment Finance, Monetization, Quantitative Easing | Tagged Balance sheet, Bank account, banksters, Business, Certificate of deposit, Compact Disc, Federal Deposit Insurance Corporation, Financial services, Insured Bankster Savings Account, Leverage (finance), Money supply, Savings account, United States, Zero interest rate policy | 3 Comments

Peak Gold vs. Dividend Valley

Posted on August 12, 2011 by ContraManFund

Dear Contra_Folk, Taking this easily avoided (synthetic calls and put option strategies) quasi euro 15 day short-selling ban, along with more back-door money stuffing lobbyist meetings at the WH for the chosen Dow 30 (who are the only ones with … Continue reading →

Posted in Business, Economics, Monetization, Quantitative Easing | Tagged Dow Jones Industrial Average, Hoover Dam, Income, Income tax, Internal Revenue Service, Repatriation, Tax, United States | Leave a comment

Don’t Want To Go To Debt Rehab… No, No, No.

Posted on August 1, 2011 by ContraManFund

Dear Contra_Folk, It’s 1:00am, do you know where your Senator is? Taxpayer money (like calcium) is best taken over time. “Nobody got what they wanted…” except possibly a TRILLION DOLLARS upfront NOW from the “next” no-growth middle class. Time to … Continue reading →

Posted in Investment Finance | Leave a comment

Must Lower Debt Ceiling $1

Posted on July 28, 2011 by ContraManFund

Dear Contra_Folk, Watching two trillion busy bees attempting to pollinate class warfare through more trillion dollar market-gaming deficit spending stimulus robbery through more socialized losses, and even less drip down middle classes‘ non-stimulus and often job stifling taxation base expansion … Continue reading →

Posted in Business, Debasement, debt ceiling, Economics, Investment Finance, Monetization, Quantitative Easing | Tagged Barack Obama, Congressional Budget Office, Credit risk, deficit, Deficit spending, Free Market, Government debt, John Boehner, Middle class, Orders of magnitude (numbers), Republican, Republicans, Tax, United States | Leave a comment

Groundhog Hogwash

Posted on July 25, 2011 by ContraManFund

US in tense wait for House vote on bail-out plan Anne Davies, Washington REPUBLICAN and Democrat leaders have redoubled their efforts to find an extra 12 votes for the $US700 billion bail-out plan for Wall Street, when it returns to … Continue reading →

Posted in Debasement, debt ceiling, Economics, Investment Finance, Monetization, Quantitative Easing | Tagged Barack Obama, Chris Dodd, Congress, debt ceiling, Democratic, Free Markets, Harry Reid, Mitch McConnell, Republican, Steny Hoyer, Taxpayer Terrorism, Trillion, Wall Street | Leave a comment

Unclassified: Debt Ceiling Execution Summary

Posted on May 19, 2011 by ContraManFund

Dear Contra_Folk, Centralized markets, or what is otherwise known as gamed, jigged, or rigged planned markets… fail. Simple. Someone, or some secret dark pool entity, ends up holding the proverbial bag in the end when the lights come back on, … Continue reading →

Posted in Business, Debasement, debt ceiling, Economics, Investment Finance, Monetization, Quantitative Easing | Tagged Business, Capitalism, debt, Free Market, Pension, Timothy Geithner, United State, United States Secretary of the Treasury | 1 Comment

Banksters’ Vow: “Must …Raise…Hard…Cap…Debt…Ceiling…Limit.”

Posted on April 20, 2011 by ContraManFund

Contra_Man4 posted on 4/20/2011 11:00:09 AM Dear Contra_Folk, What are the chances the loveable Fink’s and Blankmind’s of the TBTF organized Bankster’s Union #13, their retained lobbyists, un-elected Brotherhood of Fedsury Reserve Boards, Comptrollers, Generals, D.O.J.’s and democratic (albeit non-representative) … Continue reading →

Posted in Business, Debasement, debt ceiling, Economics, Investment Finance, Monetization, Quantitative Easing | Tagged Business, debt, debt ceiling, debt limit, deficit, Dow Jones Industrial Average, Economic, Entitlement, Hedge fund, Republicans, United States | Leave a comment