Liquidity and credit signals for advisors.
Markets follow liquidity, not headlines.
Delivered every week. Clear regime mapping. No narratives.
What Sets This Research Apart
Most research reacts to headlines. I track the plumbing: liquidity cycles, credit stress, and positioning extremes. These signals consistently flag regime shifts long before price and narratives catch up.
- Early warnings from liquidity and funding conditions
- Positioning maps that expose crowding
- Cross-asset signals across multiple time horizons
- Independent analysis with no product bias
The signals that actually move markets.
Liquidity. Credit. Positioning
The Contrarian Edge delivers clear macro context for advisors and allocators. No narratives, no noise. Just the structure of the market : mapped and decoded.
For strategist partnerships
About Contrarian Edge
I spent two decades across major wealth management firms; Merrill Lynch, UBS, Wells Fargo Advisors, and Morgan Stanley. That career taught me one thing: most market commentary chases price and headlines instead of tracking the signals that actually move markets.
The Contrarian Edge focuses on liquidity cycles, credit stress, and positioning extremes — the forces that consistently flag regime shifts before the crowd. My goal is simple: help advisors navigate markets with clarity, not noise.
The Contrarian Edge
@ 2025 Rodrigo Jiménez
Independent Macro Strategy
For educational purposes only. Not investment advice.
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