The Contrarian Edge is an independent macro strategy platform focused on liquidity, credit, and positioning: the three signals that reliably move markets. Built for RIAs, wealth managers, and serious investors, CE provides concise weekly briefings and clear regime mapping that cut through narratives and noise.
Why Liquidity, Credit, and Positioning Matter
Most market commentary follows price. The Contrarian Edge follows the plumbing funding conditions, credit spreads, and cross-asset positioning. These forces consistently reveal regime shifts weeks before price reacts.
When liquidity turns,
markets turn.
When credit tightens, risk appetite fades.
When positioning crowds, volatility rises.
CE translates these signals into a practical framework advisors can use to guide clients, build context, and navigate uncertainty.
Built for Advisors and Allocators
CE is designed for:
• RIAs
• wealth managers
• multi-family offices
• portfolio managers
• allocation teams needing macro context
If you want clarity, not noise; CE provides a structured, repeatable framework for understanding market conditions.
Weekly Briefing + Strategic Context
Subscribers receive:
• CE Weekly Briefing
• liquidity, credit, and positioning
• macro regime tracking
• cross-asset pulse
• tactical bias
• optional monthly strategy call
Each briefing is designed to be read in 5 minutes and deliver a full snapshot of the market’s real drivers.

I spent two decades in wealth management across Merrill Lynch, UBS, Wells Fargo Advisors, and Morgan Stanley. Those years taught me one thing: most research chases headlines instead of tracking the underlying structure of markets.
The Contrarian Edge was built to solve that gap — providing independent analysis that focuses on what truly drives asset prices.
My work today is centered on:
• liquidity cycles and funding stress
• credit spreads and risk compensation
• market positioning and crowding signals
• cross-asset trend confirmation
• regime transitions and cycle analysis
No product bias.
No narratives.
No noise.
Just clear, actionable signal for advisors.
For access to the briefing or strategist partnerships, contact:
The Contrarian Edge
@ 2025 Rodrigo Jiménez
Independent Macro Strategy
For educational purposes only. Not investment advice.
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