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Apr 07 2026

Conditionally Contrarian

  • Apr 7, 2026

Sentiment is generally a contrarian indicator, i.e., extreme optimism foretells lower future returns and vice versa. Yet, there are backdrops in which enthusiastic sentiment coexists with ongoing equity gains.

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About The Author

Scott Opsal / Chief Investment Officer

Scott Opsal Chief Investment Officer

Scott oversees asset allocation, investment policies, and team coordination. He also conducts in-depth research using fundamental and quantitative analyses to support the firm’s portfolio and strategy recommendations.

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