Hugh Hendry

Hugh Hendry

John Hussman: Pills for Cognitive Dissonance in a Speculative Bubble

Markets
by John Hussman, Hussman Funds In the 1950’s, Stanford psychologist Leon Festinger developed the theory of cognitive dissonance, describing the psychological conflict that results from holding two opposing ...
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Hugh Hendry: "I am taking the blue pills now."

Insight Markets Outlook
Hugh Hendry's Eclectica Fund has had a great Q4 (up 3.3%, 4.0%, and 5.0% in the last 3 months) despite portfolio risk being quadruple his 'old normal'. How ...
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Irrational Exuberance – Descriptive Superlatives Exhaustion Point Is Reached

ETFs ideas Insight Markets Outlook
by Pater Tenebrarum via Acting-Man blog, Positioning Indicators at new Extremes We are updating our suite of sentiment data again, mainly because it is so fascinating that a ...
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Hugh Hendry: "I Believe Central Bankers Are Terrified"

ideas Insight Markets Outlook
Part One of MoneyWeek's Interview with Hugh Hendry, November 19, 2014 For the full transcript, visit here. And his most recent letter to investors: ******* Eclectica Asset Management, ...
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Goldman Kills The China Recovery Story, Says "Two Year Property Downcycle Imminent"

China Economy Insight Markets Outlook Real Estate
With everyone focusing on the "Holy Grail" deal between Russia and China, and debating who got the upper hand in the 30 year price delivery arrangement, a just ...
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Hugh Hendry's Full Must Read December 2013 Letter

active investing Bond Market Economy Insight Markets Outlook SIA Stocks Strategy
Via Hugh Hendry's Eclectica Fund December 2013 Letter to investors, What if I were to tell you I was turning more bullish? Is that something you might be ...
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The Wisdom of Looking Like an Idiot Today

Bond Market Economy Fixed Income Global Investing Leading Indicators Markets Monetary Policy Outlook QE Strategy Trading
Now is the time to act with the courage of our convictions by Adam Taggart, Peak Prosperity IF you can keep your head when all about you, Are ...
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John Hussman: The Elephant in the Room

Economy ideas Insight Leading Indicators Markets Monetary Policy Outlook QE Stocks Strategy US Stocks
The Elephant in the Room by John P. Hussman, Ph.D., Hussman Funds “Being wrong on your own, as Keynes described so eloquently in Chapter 12 of the General ...
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Is This The Start Of China's Gold Miner Buying Spree?

Canadian Market China ETFs Gold Gold Miners Markets Outlook Stocks Strategy
Back in October of 2012, Hugh Hendry proposed a simple investment thesis: '"I am long gold and I am short gold mining equities. There is no rationale for ...
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Hugh Hendry: Investment Outlook (June 2013)

Hugh Hendry: Investment Outlook (June 2013)
The Invisible Regime... Has Become Unhinged From Hugh Hendry, CIO of The Eclectica Fund. This year we have pursued five macro themes: long the US dollar, short China, ...
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Hugh Hendry: Investment Outlook (May 2013)

Hugh Hendry: Investment Outlook (May 2013)
From Hugh Hendry, CIO of The Eclectica Fund. The Fund was down 18 bps in April. The main positive contributors were tobacco and Japanese equities and short-end interest ...
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Hugh Hendry: Investor Letter, The Eclectica Fund

Hugh Hendry: Investor Letter, The Eclectica Fund
Here, without comment is Hugh Hendry's Letter to Investors for Q1 2013: The Eclectica Fund - Q1 Review 2013 The Fund returned 3.5% (net) in Q1. The main ...
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Investing Advice from Hugh Hendry

Investing Advice from Hugh Hendry
This is a good interview with Hugh Hendry, who I always enjoy. It runs twenty minutes. Hugh Hendry, of Eclectica Asset Management, takes the long view on investing ...
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Top 20 Stories on AdvisorAnalyst.com in November 2012

Top 20 Stories on AdvisorAnalyst.com in November 2012
Top 20 Stories in November 2012 Jeremy Grantham: "Timberrrr ... Will Be the Best Performing Asset in Next 7 Years Four Timeless Investing Rules from 1688 Jeremy Grantham: ...
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Hugh Hendry on Gold, Hyperinflation, Treasuries, Stocks, Japan, China, Real Assets

Hugh Hendry on Gold, Hyperinflation, Treasuries, Stocks, Japan, China, Real Assets
Here is an excellent interview at The Economist Buttonwood Conference featuring Hugh Hendry. You may have to enter your email address to play, but I doubt it has ...
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