Contrary Thinker's Market Letters

Contrary Thinker's Market Letters

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the Contrary Thinker

June 24, 2026

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Contrary Thinker
Jun 24, 2026
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The Herd Version (what they want you to think)

Brace yourself. Something big is coming this week and you are not ready for it. That is the message, and it is being repeated everywhere until it feels like fact.

The story goes like this: Kevin Warsh ran his first Fed meeting last week, expectations “shifted significantly,” and now the crowd is pricing an 86…

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