Contrary Thinker's Market Letters

Contrary Thinker's Market Letters

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the ContraryThinker™

America first April 29, 2026

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Contrary Thinker
Apr 29, 2026
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If You Think the U.S. Can Go It Alone, Trade Them Up, Buddy.

Both the back story and the markets are providing glaring bearish divergences worldwide. So while the S&P is making all-time new highs, the world index, ex-North America, is not.

That’s the contradiction worth your attention this week. North America — and really just the U.S. — is acting like it…

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