Contrary Thinker's Market Letters

Contrary Thinker's Market Letters

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the Contrary Thinker

Money, Power, and Sex

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Contrary Thinker
Jun 22, 2026
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The Guardian Angel Charges Rent

The good news arrived first, the way it usually does. A deal. The Strait of Hormuz would reopen, toll-free, and energy markets gave a sigh of relief. Then everyone got to the fine print.

There will be no tolls, the President posted, for sixty days, and no tolls after that either. Unless they are imposed by and for the Unite…

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