Monthly Archives: November 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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Blue Water’s Monthly Market Review November 15, 2012: “Jelly Donuts, Marshmallows, Elections, and Cliff Diving”

Join us in our monthly market forum November 15, 2012. The meeting will be @ BWCA’s Office, 324 W Superior Street, 1405 Medical Arts Building, Duluth MN 55802, from 5:15-6:30 p.m. 1.  Introduction                                                                                      Ted A. Pavlovich 2. “QE3 and the Jelly … Continue reading

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An Open Letter to Clients: 2012 Election Commentary

Dear Valued Client(s): President Obama has been re-elected, and it makes sense to take a moment to reflect on what that means for the markets.  We believe that President Obama will face some daunting political and economic problems as 2012 … Continue reading

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The Fed Serves Jelly Donuts (Again)

by Kevin M. Wilson  The Fed Serves Up More Economic Repression, and the Consumer May Get Sick In mid-September the Federal Reserve initiated a new bond purchasing program that has been labeled by some as QE3, and by others as … Continue reading

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