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Articles tagged as

nonconsensus

The market consensus is sometimes correct but sometimes wrong. I like to push against the consensus. Not only is it intellectually stimulating, but when the consensus is wrong investors can do well by using a contrarian approach. Currently, for example, the central thesis of market skeptics is that numerous political risks—such as the ongoing U.S.-China...

Non-Consensus View: Cyclical Stocks Should Come Alive
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Illustrations by Karl Wimer.