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- John Hussman: Gradually Expanding Market Exposure, Avoiding Duration Bonds in Favor of TIPS
- Excerpt from fund manager John Hussman's weekly essay on the U.S. market: Excerpt from the Hussman Funds' Weekly Market Comment (1/26/09): As of last week, the Market Climate for stocks remained characterized by favorable valuations and unfavorable market action. The appropriate investment policy in this climate is to gradually, and...
- External links 2009-01-26
- John Hussman: The Second Wave Begins
- Excerpt from fund manager John Hussman's weekly essay on the U.S. market: Excerpt from the Hussman Funds' Weekly Market Comment (11/9/09): “RealtyTrac today released its Q3 2009 Metropolitan Foreclosure Market Report, which shows that cities in California, Florida, and Nevada accounted for the 10 highest foreclosure rates in the third...
- External links 2009-11-09
- John Hussman: New Mortgage Losses Should Come as No Shock
- Excerpt from fund manager John Hussman's weekly essay on the U.S. market: Excerpt from the Hussman Funds' Weekly Market Comment (11/16/09): “And let's be honest about it. Hybrid ARMs were never made based on the assumption that the borrowers would be able to make the payment once the loan reset....
- External links 2009-11-17
Additional Resources
- John Hussman: Investors Haven't Fully Discounted Reality of Recession
- Excerpt from fund manager John Hussman's weekly essay on the U.S. market: Excerpt from the Hussman Funds' Weekly Market Comment (9/7/08), which this week is Hussman Funds 2008 Annual Report. With regard to the broader stock market, my impression is that investors still have not fully accepted or discounted what...
- External links 2008-09-08
- Expect Meager Returns in Overvalued Market - John Hussman
- Edward Harrison submits: John Hussman’s latest weekly contribution contends that the market is now extremely overvalued, to the point where long-term returns will likely be low. As of last week, the S&P 500 nearly matched the richest valuations, on normalized earnings, ever observed prior to 1995. While it...
- External links 2009-12-14
- Bondholders Are Unjustified Big Winners in Treasury Plan - Hussman
- Excerpt from fund manager John Hussman's weekly essay on the U.S. market: Excerpt from the Hussman Funds' Weekly Market Comment (9/22/08), which this week takes the form of an open letter to Congress on the financial crisis: As an economist and investment manager, I am concerned that the plan advocated...
- External links 2008-09-22
- Expert Predictions: Finding Value in Knife's Edge Markets
- Prieur du Plessis submits: The list of well-known names identifying value on the U.S. stock market at current levels is growing by the day and includes the likes of Jeremy Grantham (GMO – “Careful buying is justified”), Warren Buffett (“Buy America. I am”), John Hussman (Hussman Funds – “Why...
- External links 2008-11-12
- Fund Frustration, Huffman-Style
- Roger Nusbaum submits: This week's update from John Hussman struck me as unusual. He seemed to be expressing a fair bit of frustration over how much the market has gone up in the last few months and that their various disciplines and concepts have prevented them from having more...
- External links 2009-08-06
- Time to Buy Market Vectors Gold Miners ETF?
- Scott's Investments submits: Food for thought: I was reading an article by John Hussman from 2007 detailing the Gold/XAU ratio. Since 1974, when the ratio is above 5, the XAU has followed with annualized gains of 89.6%. When the ratio is above 5 and the economy is weak as signaled...
- External links 2009-01-12
- The Fannie/Freddie Bailout: Consequences to the U.S. Taxpayer
- James Quinn submits: We now know that our government prefers to screw us on the weekend, while we are distracted by football games, errands, and laundry. I noticed that Paulson didn’t mention how much this would cost the American taxpayer during his speech. Two honest Americans, who have been right...
- External links 2008-09-09
- Voices Of Calm In the Maelstrom
- Cam Hui submits: With Europe in turmoil and US equity markets continuing itstheir free fall, virtually every investment professional that I know is seriously worried. However, there are a couple of voices of calm and hope in this maelstrom.John Hussman, the portfolio manager of Hussman Funds, who has...
- External links 2008-10-07
- Update on the S&P 500: Tighten Stops, Pocket Profits
- Scott's Investments submits: Earlier this year I had targeted the "Lehman Gap" on the S&P 500 as a logical price target which could also serve as a resistance point. The S&P 500 has been essentially stalled at the upper end of the gap since October. What concerns me in the...
- External links 2009-12-16
- Fannie, Freddie Common Stock Is Now A Call Option
- Michael Shedlock submits: John Hussman had some interesting comments on Fannie Mae's FNM last earnings statement in Nervous Bunny. With regard to Fannie Mae's report, the most interesting figure wasn't the reported $2.3 billion loss, but rather the much larger deterioration in the reported fair value of Fannie's balance...
- External links 2008-08-12
- Have We Been This Way Before?
- Greg Newton submits: NakedShorts’ designated mutual fund manager John Hussman climbed the mast again this week, and is calling “Icebergs Ahead!” to the snoring narcoleptics on the bridge. Among the factors that concern me here is the continued widening of credit spreads, which increasingly suggests that default risk may...
- External links 2008-08-27
- Comcast Looks Incredibly Cheap
- Ockham Research submits: Let’s face it, those stocks once thought to be “safe” no longer are. Over the last two months even the most strident of bulls has lost at least some of their confidence. Consumers are cash strapped, unemployment is rising and the stock market has tanked. So,...
- External links 2008-10-24
- Anvil Mining: Rorschach Test for Investors
- Cam Hui submits: As the US equity market tests its October lows, I would concur with John Hussman’s cautious bullish stance on the market: On the issue of valuations, I want to reiterate that while I believe that stocks are finally priced to deliver acceptable and even modestly...
- External links 2008-11-14
- China: From Crony Capitalism to Geopolitical Mercantilism?
- Cam Hui submits: Recently there have been many calls for bondholders and shareholders of troubled financials to bear the brunt of the crisis. As an example, John Hussman recently wrote: Make no mistake - we are selling off our future and the future of our children...
- External links 2009-03-30
- You Should Be Worried About Inflation, Not Deflation, Says Paul Kasriel
- Northern Trust economist Paul Kasriel, who is usually right, concludes that you should now worry a lot more about inflation than deflation. Paul thus sides with John Hussman, Niall Ferguson, and others - and against Paul Krugman, who thinks all this talk of inflation is just Republican fear-mongering. Kasriel's forecast,...
- White papers 2009-06-15
- Key Market Factors: Global Melt-Up, Consolidation or Correction?
- John Furlan submits:Thanks very much to followers and for comments. Factors and ratings below are my opinion of the equity markets’ current views, the “market’s mind,” how it responds to changing expectations of key fundamentals, not my personal views of them. Markets are very dynamic, and risk preferences, time...
- External links 2009-08-09
- Reckless Myopia
- John P. Hussman, Ph.D. I was wrong. Not about the implosion of the credit markets, which I urgently warned about in 2007 and early 2008. Not about the recession, which we shifted to anticipating in November 2007. Not about the plunge in the stock market, which erased the entire 2002-2007...
- News items 2009-12-01
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