
independent market strategy for late-cycle markets
Markets follow liquidity, not headlines.
Delivered every week. Clear regime mapping. No narratives.

Delivered every week. Clear regime mapping. No narratives.
The forces that determine whether markets absorb shocks or fracture under them.
No narratives, no noise. Just the structure of the market, mapped and decoded.
Built for advisors, portfolio managers, and allocators who need macro clarity without building it in-house.
Most market commentary reacts to price.
Contrarian Edge tracks the conditions that cause markets to fail quietly before price reflects it.
Liquidity, credit spreads, and positioning reveal when risk is being mispriced, buffers are thinning, and volatility is being suppressed.
These signals consistently turn before narratives change.

Contrarian Edge exists to identify regime shifts before they show up in performance or client conversations.
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
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For educational purposes only. Not investment advice.
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