Strategy & Tactics

If you've followed Contrary Thinker's Strategy & Tactics, we probably see the world the same way. So this issue does something we've owed you for a while: it pulls the whole campaign into one place.

From April 2 to date, Strategy & Tactics has put a long sequence of recommendations on the table across crude oil, precious metals, volatility, Bitcoin, copper and industrial metals, and the long end of the Treasury curve. Some were timed to the day. Some are still working. A few are setups we are still waiting on. Scattered across eight-plus issues, that record is hard to hold in your head, and that is exactly the problem a process is supposed to solve.

So we have consolidated it. Every position called since April 2 is being brought current and recapped in one running ledger: what we recommended, the price and the date we recommended it, the target, and where it stands now. No cherry-picking, no rewriting history. The full sequence, in order, so you can see the thesis play out the way we called it rather than the way memory edits it.

That recap follows early in the coming week, starting June 29.

What matters more now, given the critical nature of our market structure, is getting fresh recommendations in front of you so there is no standing still. These are actionable today, with any contingencies to follow early next week.