A writer, trader, and analyst of the global financial markets.
Hello and welcome. My experience comes from 10 years of working in the financial services industry at a variety of levels for a number of firms worldwide. What you will find here is real commentary from a contrarian investor who tends to look beyond the media narrative to the real story. Currently, what am I a contrarian about? Quite simple, that everything is ok. Tail and systemic risk is rising and I believe we are repeating the mistakes from 2007-08. For those looking for past commentary or archives they can be found below. http://dcurb.wordpress.com/A True Contrarian
The first quarter of 2012 is complete with people feeling good about the future but beware off on the horizon dangers await the market. As is often the case, when things look good danger is right around the corner.
This short treatise will back and forward to see where we go from here during the second quarter of 2012.