Contrarian Snippets

As a contrarian investor, some of my recent observations of sentiment and price include:

  • Australian Small Cap Resources Index is trading at levels seen 4 years ago
  • Gold doesn’t seem as popular
  • Uranium and Coal remain unloved
  • Investors are upset that their cash deposits are earning so little but they are buying plenty of bonds.
  • S&P 500 is touted as being expensive because it’s trading at 1,430
  • Retail, Airlines and Media equities are out of favour
  • China is apparently heading for a melt-down and the Shanghai Composite Index trades at the same level as 2008

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