John Hussman

John Hussman

Insight Markets Outlook
by James Osborne, Bason Asset Management Right now, sitting in an office somewhere there is a fund manager you have never heard of ...
Comments Off on Let Me Tell You a Secret

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 incr ...
Comments Off on John Hussman: Profit Margins: Is the Ladder Starting to Snap?

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 Reserv ...
Comments Off on Monetary Policy and the Economy: The Case for Rules Versus Discretion

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 g ...
Comments Off on John Hussman: Extremes In Every Pendulum

Insight Markets Outlook
by John Hussman, Hussman Funds We continue to observe one of the most overvalued, overbought, overbullish syndromes in the histori ...
Comments Off on John Hussman: What Does That Difference Mean?

Insight Markets Outlook
by John Hussman, Hussman Funds Unless we observe a rather swift improvement in market internals and a further, material easing in ...
Comments Off on John Hussman: Plan to Exit Stocks in the Next 8 Years? Exit Now.

Insight Markets Outlook Risk Management Sentiment Strategy
by Cullen Roche, Pragmatic Capitalism There’s a strong tendency in the financial markets to live in the extremes. That is, we ofte ...
Comments Off on Why Being a Permabull or Permabear Never Makes Sense

Insight Markets Outlook
by Ben Carlson, A Wealth of Common Sense “Hundreds of studies have shown that wherever we have sufficient information to build a m ...
Comments Off on The Problem with Intuitive Investing

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 ...
Comments Off on John Hussman: Extreme Overvaluation and the Inventory Problem

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 fo ...
Comments Off on John Hussman: Expect a Decade of 1.7% Portfolio Returns from a Conventional Asset Mix

Insight Markets Outlook
by John Hussman, Hussman Funds The combination of widening credit spreads, deteriorating market internals, plunging commodity pric ...
Comments Off on Market Action Suggests Abrupt Slowing in Global Economic Activity

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 – ...
Comments Off on John Hussman: Is Q-ECB a Favorable Development?

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 p ...
Comments Off on John Hussman: QE and the ECB: "Authorize" is a Slippery Word

Bond Market Credit Markets Insight Interest Rates Markets Outlook
Sour Grapes II by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM ·      To successfully trade financial markets ...
Comments Off on Guy Haselmann: "Sour Grapes II"

Insight Markets Outlook
by John Hussman, Hussman Funds In June, we completed a very challenging transition in our methods of classifying market return/ris ...
Comments Off on A Better Lesson than "This Time is Different"