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 ...Read more Comments Off on John Hussman: Pills for Cognitive Dissonance in a Speculative Bubble
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 ...Read more Comments Off on Hugh Hendry: "I am taking the blue pills now."
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 ...Read more Comments Off on Irrational Exuberance – Descriptive Superlatives Exhaustion Point Is Reached
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, ...Read more Comments Off on Hugh Hendry: "I Believe Central Bankers Are Terrified"
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 ...Read more Comments Off on Goldman Kills The China Recovery Story, Says "Two Year Property Downcycle Imminent"
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 ...Read more Comments Off on Hugh Hendry's Full Must Read December 2013 Letter
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 ...Read more Comments Off on The Wisdom of Looking Like an Idiot Today
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 ...Read more Comments Off on John Hussman: The Elephant in the Room
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 ...Read more Comments Off on Is This The Start Of China's Gold Miner Buying Spree?
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 ...Read more Comments Off on Hugh Hendry: Investment Outlook (May 2013)
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 ...Read more Comments Off on Investing Advice from Hugh Hendry
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: ...Read more Comments Off on Top 20 Stories on AdvisorAnalyst.com in November 2012
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 ...Read more Comments Off on Hugh Hendry on Gold, Hyperinflation, Treasuries, Stocks, Japan, China, Real Assets