Contrary Thinker's Market Letters

Contrary Thinker's Market Letters

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the Contrary Thinker

He's a Space Cowboy. I guess you weren't ready for that.

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Contrary Thinker
Jun 12, 2026
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Everyone Believes. That Is the Signal.

Today is the largest IPO in history prices. Retail investors have submitted more than $100 billion in orders for SpaceX. Not institutions. Retail. One hundred billion dollars of individual conviction, lined up at the window before the doors open.

Here is the uncomfortable part. That is a fact.

Musk has assembled somet…

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