Monthly Archives: October 2011

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: European Turning Point

By Kevin M. Wilson The European financial crisis has probably reached a major turning point.  The German Bundestag (parliament) just voted to limit future German expenditures on bailouts.  They previously capped the German contribution to the EFSF (EU bailout fund) … 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: Keep Your Eye On The Ball

By Kevin M. Wilson We’ve just experienced the strongest stock rally in two years, and a sense of relief has pervaded the markets in the last few days, as consensus opinion determined that the Europeans finally “get” it and will … 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

Weekly Comments: The Investment Dilemma

By Kevin M. Wilson The problem for investors who allocate tactically rather than using buy-and-hold strategies is that uncertainty has made it very difficult to get excited about stocks right now.  On the other hand, buy-and-hold investors in the S … 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