Markets follow liquidity, not headlines.

I map liquidity, credit, and positioning so advisors see regime shifts before the crowd.

What Sets This Research Apart

Most research chases narratives. I track the plumbing. The focus is simple: liquidity cycles, credit stress, and positioning extremes. This lens consistently flags regime shifts long before the headlines catch up.

Early warnings from liquidity and credit
Positioning maps that reveal crowding
Clear views across three time horizons

Work with Rodrigo

For strategist partnerships, send a note to rodrigo@thecontrarianedge.com

About Contrarian Edge

I spent two decades in markets across Merrill Lynch and UBS.
My work is built on reading liquidity, credit, and positioning instead of reacting to headlines.
The goal is straightforward: help advisors navigate regime shifts with clarity and confidence.

Get Ahead of the Next Regime Shift

Liquidity contracted again this week and this time, the shift is confirmed.

CE_Weekly_2025-11-16 (pdf)

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The Contrarian Edge

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For educational purposes only. Not investment advice.

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