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Contrarian Summer

This summer I had a series of articles discussing some contrarian investment ideas and implementation strategies on  If you want to read the wrap-up article, it is available today here.

I didn't actually lose money, but this statement from the article says a lot about the experience:

"The dog days of summer treated me like a dog."

I review a couple of tactical errors that were made, as well as point out some successful risk management moves that prevented losses.

The earlier articles in the series are (starting with the earliest):


I will be running a new series on contrarian ideas for the fall and will post an Instablog note when it starts.