Monthly Archives: August 2011

Letter to Clients on Bear Market

August 29, 2011 Dear Valued Client: The stock markets have rallied strongly over the last few days, and some observers think we’ve already seen the bottom of the stock correction.  However, that is just wishful thinking.  We are in a … 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: The Bernanke Put and QE3

By Kevin M. Wilson Global markets are still highly volatile due to increasing fears about the sovereign debt and banking crises in Europe and the US, and declining economic indicators from around the world.  Markets are rising today due to … 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

Posted in Market Conditions | Leave a comment

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: Global Bear Market Now, Recession Soon, Then A Real Opportunity

By Kevin M. Wilson Global markets reacted violently again last week to increasing fears about the sovereign debt crisis in Europe and the US, and declining economic activity worldwide.  The Dow Jones Industrials Average has lost, on an intraday basis, … 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