Monthly Archives: July 2011

Weekly Comments: Market Poised On A Knife Edge

By Kevin M. Wilson The current government debt crises in the US and Europe have started to worry many market participants, and predictions of a market collapse in the event of a US default are now getting some play in … Continue reading

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Checklist on Market Conditions: Clues Helpful to Asset Allocation

By Kevin M. Wilson This posting is updated weekly.  We have long accepted the basic logic that fund manager John Hussman (www.hussmanfunds.com) uses in evaluation of current market conditions.  His approach is an empirical one using historical market data.  In … Continue reading

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Weekly Comments: Debt Crises Are Right on Schedule

By Kevin M. Wilson The current government debt crises in the US and Europe are hardly unexpected.  Profligate spending by well-meaning but irresponsible governments has led to debt levels that cannot be expected to be repaid in some cases.  The … Continue reading

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Checklist on Market Conditions: Clues Helpful to Asset Allocation

By Kevin M. Wilson This posting is updated weekly.  We have long accepted the basic logic that fund manager John Hussman (www.hussmanfunds.com) uses in evaluation of current market conditions.  His approach is an empirical one using historical market data.  In … Continue reading

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Weekly Comments: Too Much Pessimism As Economic Worries Accumulate

By Kevin M. Wilson The non-farm payroll (NFP) and unemployment reports for June which came out Friday were a bit of a surprise for the markets.  Only 18,000 net jobs were created, and the official unemployment rate rose to 9.2%.  … Continue reading

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Checklist on Market Conditions: Clues Helpful to Asset Allocation

By Kevin M. Wilson This posting will be updated weekly.  We have long accepted the basic logic that fund manager John Hussman (www.hussmanfunds.com) uses in evaluation of current market conditions.  His approach is an empirical one using historical market data.  … Continue reading

Posted in Market Conditions | Leave a comment

Checklist on Market Conditions: Clues Helpful to Asset Allocation

By Kevin M. Wilson This posting will be updated weekly.  We have long accepted the basic logic that fund manager John Hussman (www.hussmanfunds.com) uses in evaluation of current market conditions.  His approach is an empirical one using historical market data.  … Continue reading

Posted in Market Conditions | Leave a comment