To those of us who consider ourselves contrarians, it is the "perfect campaign," as we observe the 2004 presidential contest. Unlike the "perfect storm," it is not necessarily a disaster for anyone but the purveyors of conventional wisdom, the antithesis of contrarian insight. Just a few words about contrarianism at the outset: It is a discipline of thinking and analysis which assumes that, in most cases, when popular opinion asserts that something is true or will happen, the opposite or contrary will in fact occur. It is most often applied in stock-market investing and politics. It is not an insight...