My (often contrarian) trading and investment theses.
![](http://34.210.214.199/wp-content/uploads/2018/12/0045778670369.png.925x925_q90.jpg)
Three thousand miles of wilderness, overcome by the flow
A lonely restitution of pavement, pomp and show
I seek a thousand answers, I find but one or two
I maintain no discomfiture, my path again renewed
Greg Graffin, Bad Religion, Against the Gain, 1990