Monthly Archives: September 2012

Checklist on Market Conditions: Clues Helpful to Asset Allocation

By Kevin M. Wilson This posting is updated periodically.  We have long accepted the basic logic that fund manager John Hussman ( uses in evaluation of current market conditions.  His approach is an empirical one using historical market data.  In … Continue reading

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Overview: The Data Keep Degrading; the Euro’s Prospects Keep Fading

By Kevin M. Wilson The following is an excerpt from our bi-monthly newsletter. Eurozone real GDP has fallen on a YOY basis for the first time since 2009, indicating that a regional recession has already begun.[i]  The recession began on … Continue reading

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