John Overstreet

Contrarian, macro, commodities, long/short equity
John Overstreet
Contrarian, macro, commodities, long/short equity
Contributor since: 2012
Commodities Stink - But Consider Crude
A Market Manifesto For 2015 And Beyond
Emerging Markets Are In Trouble
Does Gold Disprove Marginal Utility?
Playing Chicken With Bulls And Bears
Stocks And Bonds Risk Going Parabolic
CAPE, Earnings Volatility And Stock Returns: 1871-2019
The Roaring Twenties Are Back
Shiller's CAPE: A Statistical Fluke
Putting 2014 In Perspective
How Do Stocks Impact Inflation?
Gold And Silver: No More Manipulation!
Summers And Krugman On Bubbles And The Great Stagnation