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 (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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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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