Monthly Archives: December 2011

Weekly Comments: 12 Themes for 2012

By Kevin M. Wilson Backdrop to 2012 The shadows cast by overhanging economic issues, especially in Europe, at the end of a tough year in 2011 have many economists and investors feeling concerned about the prospects for 2012.  Long-time readers … 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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Weekly Comments: The Politics of Debt and Default

By Kevin M. Wilson The ECB, the Fed and four other central banks announced at the end of November a new, coordinated effort to provided liquidity to the European banking system.  Wall Street rumors suggest that a major European bank … 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