Monthly Archives: February 2012

Weekly Comments: Telltale Signs

By Kevin M. Wilson The markets have reacted pretty tamely today to the news that Greece has once again been bailed out by the EU, the ECB, and the IMF.  In part this muted reaction is due to the traditional … 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: Asymmetric Risk/Reward Profile in the Markets

By Kevin M. Wilson The markets have continued grinding upward over the last few weeks, but there are many signs of undue complacency on the part of investors.  Markets are currently over-bought, over-bullish, and over-valued, a syndrome that is commonly … 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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Blue Water’s Monthly Market Review February 16, 2012: “Groundhog Day 2012: Déjà vu All Over Again”

Join us in our monthly market forum February 16th, 2012 The meeting will be at the Kitchi Gammi Club, 831 E Superior Street in Duluth from 5-6:30pm. The presentation will be  followed by an open Q&A session. 1. “Introduction (déjà vu)” … Continue reading

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Blue Water’s Monthly Market Review January 19, 2012: “High Risk, Low Reward, and 2012 Investment Ideas That Fit the Times”

Join us in our monthly market forum January 19th, 2012 The meeting will be at the Kitchi Gammi Club, 831 E Superior Street in Duluth from 5-6:30pm. The presentation will be  followed by an open Q&A session. 1.  Introduction                                                                  Ted A. … Continue reading

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Blue Water’s Monthly Market Review December 15, 2011: “Holiday Greetings and Brief Discussion” Meet Our New VP-Wealth Management: Ted A. Pavlovich

Join us in our monthly market forum December 15th, 2011 The meeting will be at the Kitchi Gammi Club, 831 E Superior Street in Duluth from 5-6:30pm. The presentation will be  followed by an open Q&A session. 1.  Holiday Treats, Refreshments … Continue reading

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