Archives by: John Hussman, Hussman Funds

John Hussman, Hussman Funds

John Hussman, Hussman Funds Posts

John Hussman: Profit Margins: Is the Ladder Starting to Snap?

Earnings Insight Markets Outlook
Since mid-2014, the broad market as measured by the NYSE Composite has been in a broad sideways distribution pattern, with an increasing tendency in recent months for advances ...
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Monetary Policy and the Economy: The Case for Rules Versus Discretion

Insight Markets Monetary Policy Outlook portfolio management
Monetary Policy and the Economy: The Case for Rules Versus Discretion by John Hussman, Hussman Funds Last week, the Federal Reserve Open Market Committee (FOMC) began its statement ...
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John Hussman: Extremes In Every Pendulum

Insight Markets Outlook
by John Hussman, Hussman Funds Whether or not it is fully appreciated, we are observing extremes in nearly every pendulum of the global financial markets. The situation is ...
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John Hussman: What Does That Difference Mean?

Insight Markets Outlook
by John Hussman, Hussman Funds We continue to observe one of the most overvalued, overbought, overbullish syndromes in the historical record, combined – and this feature is central ...
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John Hussman: Plan to Exit Stocks in the Next 8 Years? Exit Now.

Insight Markets Outlook
by John Hussman, Hussman Funds Unless we observe a rather swift improvement in market internals and a further, material easing in credit spreads – neither which would relieve ...
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John Hussman: Extreme Overvaluation and the Inventory Problem

Insight Markets Outlook
by John Hussman, Hussman Funds Last week’s advance had the earmarks of a short-squeeze, featuring a low-volume advance to marginal new highs on a number of indices including ...
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John Hussman: Expect a Decade of 1.7% Portfolio Returns from a Conventional Asset Mix

Insight Markets Outlook portfolio management
by John Hussman, Hussman Funds Friday’s employment report showed a 257,000 increase in January non-farm payrolls. This news was followed by a spike in Treasury yields up to ...
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Market Action Suggests Abrupt Slowing in Global Economic Activity

Insight Markets Outlook
by John Hussman, Hussman Funds The combination of widening credit spreads, deteriorating market internals, plunging commodity prices, and collapsing yields on Treasury debt continues to be most consistent ...
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John Hussman: Is Q-ECB a Favorable Development?

Economy Europe Insight Markets Outlook QE
by John Hussman, Hussman Funds Last week, the ECB announced that it will begin a new program of quantitative easing on March 15 – a delay that allows ...
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John Hussman: QE and the ECB: "Authorize" is a Slippery Word

Europe Insight Markets Outlook QE
John Hussman, Hussman Funds Last week, the Swiss National Bank abandoned its attempt to tie the Swiss franc to the euro. For the past three years, the SNB ...
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