About The Contrarian Edge

Contrarian Edge was founded by Rodrigo Jiménez, an investment strategist with over 20 years of experience across Morgan Stanley, Merrill Lynch, Wells Fargo, and UBS.

Across those roles, one pattern became clear: most market research is designed to explain what already happened, but rarely provides a consistent framework for what to do next.

Advisors are often left translating broad commentary into real-time portfolio decisions, client conversations, and risk management under uncertainty.

Contrarian Edge was built to address that gap.

The platform focuses on the structural drivers of markets — liquidity, credit conditions, volatility, and positioning — to determine whether the financial system is stable or fragile.

Each week, the framework answers three questions:

• What is the current market regime?

• What risks are building beneath the surface?

• What does that imply for portfolio positioning?

These inputs are translated into a clear regime signal, providing a disciplined way to approach risk:

When conditions are stable, fundamentals can be trusted and risk can be taken

When conditions are fragile, risk must be managed more carefully regardless of valuations or outlook

Traditional research helps define what to own.

Contrarian Edge helps determine when it is safe to own it.

The objective is simple:

To give advisors a repeatable framework for navigating market conditions, improving allocation decisions, and avoiding exposure to risk when the system is too fragile to support it.

Contrarian Edge is not a recap service. It is a strategy framework.

For advisors who want more than a script.