What is the purpose of Dissecting the Markets

When I first ventured into the stock market, because I didn't know much about it, I relied on mainstream media and the loud voices of Wall Street on what to invest in and what not to invest in. Finding that I would usually lose money from taking their advice, I continued to learn more about the stock market from other sources, only to learn that the people that usually outperform the markets are contrarian. When markets are really euphoric, the contrarians sell. When markets are bearish, the contrarians buy the dip.

After implementing that way of thinking in investing, that's when I started seeing better results and I was even able to avoid many sell-offs. As I continued to learn from many other great investors, the main takeaway I got from listening to many interviews and podcast episodes is that you have to think for yourself and to find a way of removing the noise from your research. The media is full of noise and usually, when you dive deeper, you find an opportunity that not many other people realize. The people that usually find those opportunities are contrarian.

One of the biggest trades that I've made using the contrarian mindset was buying homebuilders in 2018. During that time, with a trade war, a hawkish Federal Reserve, and a housing crisis that's hurting many consumers, and many millennials struggling because of student debt and expensive habits, homebuilder stocks continued to go lower. When analyzing many homebuilders' conference calls, all of them talk about how demand has been insane and that business has been booming. Because homebuilders directly profit from a housing crisis and their business performance is contrary to what the stock price is saying, I felt that homebuilders are cheap and will continue to do well. As 2019 arrived, home builder shares skyrocketed and outperformed the S&P 500.

While most of the media were bearish on homebuilders, I found that they were a sector to be bullish on after digging deeper into those businesses. The experience of getting big winners from taking a contrarian perspective on the market encouraged me to continue finding more contrarian stock market opportunities. When talking about stocks with my friends, every time I give a contrarian perspective, I find my friends loving and benefiting from my insights and encouraged me to share these ideas with the rest of the world.

And that's how Dissecting the Markets started.

Plus, Dissecting the Markets is my outlet to talk about stocks especially since most of my friends don't understand a lot about stocks. Anyways, I continue to search for contrarian opportunities for you guys, and rarely will I give a short idea. The experiences in the stock market and my interactions with my investor friends continue to inspire me to find more contrarian investment ideas for you guys. Thank you so much for listening to my podcast episodes and for reading my blog posts and I wish you all a great day!