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 ( 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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