Monthly Archives: September 2011

Client Letter on European Crisis and US Recession Threat

September 27, 2011  Dear Valued Client(s):  Naturally with all the market volatility observed since early July, there may be a fair amount of concern amongst some investors about the potential impacts on portfolios of the major financial crisis in Europe … Continue reading

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Weekly Comments: European Endgame

By Kevin M. Wilson Global markets were absolutely pummeled last week due to concern about a slowing economy and increasing fears about the sovereign debt and banking crises in Europe.  Many investors have begun to lose hope that an unplanned … 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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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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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: Unsustainable Dynamics 9/06/11

By Kevin M. Wilson There are some real problems brewing on Main Street in America, and the failure to address them is in part why we are facing the high risk of another recession.  As John Hussman (www.hussmanfunds.com) has noted, … Continue reading

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