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Earnings Speak to Economic Strength
<p>Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, Aug. 6, 2025. Today’s Stocks On The Contrarian Radar©️ segment features ICHR and starts at the bottom of this page. </p><p>Read how the Contrarian Investment Portfolio produced a positive return for the third straight month and how it is being positioned.</p><p>State of Play</p><p>After a tumultuous last week, the first couple of trading days of this week have been relatively quiet. Last night saw disappointing earnings from AMD and SMCI but this morning’s resul...






