Showing posts with label John Hussman. Show all posts
Showing posts with label John Hussman. Show all posts
Friday, May 8, 2020

How does 200,000 COVID-19 deaths by the 4th of July sound to you?

›
Trump did not keep us safe. Trump will never understand how he could have stopped this outcome even after failing repeatedly from Feb 1...
Tuesday, December 23, 2014

Zero Hedge gets ObamaCare spending all wrong, again

›
The latest screed is here , claiming that healthcare spending is "the reason" behind the surge in Q3 GDP. From the BEA here ...
Tuesday, August 19, 2014

The market crash is not coming with signs to be observed

›
John Hussman, here : "Compressed risk premiums normalize in spikes. "Those spikes will make it quite difficult to exit in the nice...
Monday, June 30, 2014

Market cap to GDP ratios March 2009 vs. March 2014 flash valuation warning

›
Probably the broadest measure for stock market valuation purposes is total stock market capitalization divided by GDP. Warren Buffett uses i...
Monday, June 23, 2014

Run away: Today's total market capitalization/GDP ratio is 1.46

›
$25.003 trillion -------------------  = 1.46 (June 23, 2014: a really bad time to invest) $17.101 trillion $10.222 trillion ----------------...
Monday, June 16, 2014

Shiller p/e vs. S&P500 p/e: Was either a guide to investing since 2008?

›
The merit of the Shiller p/e, which is backward looking, for timing investment decisions is cautioned against even by its supporters like Jo...
Tuesday, June 10, 2014

John Hussman: It's advisable to panic before everyone else does

›
From the irrepressible mind of John Hussman, here : Market conditions presently match those that have repeatedly preceded either market cras...
Wednesday, June 4, 2014

Shiller p/e hits 25.94 as total market index and S&P500 make the barest of new highs

›
The S&P500 floated up 0.19% while Vanguard's Total Stock Market Index Fund was up just 0.22%. The Shiller p/e at nearly 26...
Tuesday, April 8, 2014

Will The Phenomenal Gains In The S&P500 Since March 2009 To Date Be Cut In Half By 2019?

›
John Hussman, here : Though we don’t have a 10-year figure for actual returns since 2009, investors should also notice that the impr...
Monday, March 24, 2014

"Our outlook continues to be more favorable for Treasuries going forward."

›
So says Market Anthropology's Erik Swarts, here . "[O]ur current estimates of prospective S&P 500 total returns are negative on...
Friday, February 21, 2014

How Speculators Redistribute Wealth: Find The Greater Fool

›
John Hussman, here : It is certainly possible for any individual investor to realize wealth from an overvalued security by selling it, but t...
Wednesday, December 18, 2013

John Hussman Is Right: High Valuations Since The Late 1990s Have Coincided With Smaller S&P500 Returns

›
Here's Hussman: Yes, several reliable valuation measures have hovered at much higher levels since the late-1990’s than were generally s...
Tuesday, December 10, 2013

The Passive Long-Term Investor's Dilemma: Both Equities and Treasurys Are Unattractively Priced

›
From John Hussman, here : So passive buy-and-hold investors – who lock in a price and don’t alter their investment positions for a long peri...
Saturday, November 16, 2013

Vanguard's VTSMX Posts Record High Of 45.46 Yesterday, The 44th New High In 2013

›
This fund, Vanguard's Total Stock Market Index, has posted new all time highs in every month this year save June: one in January, six in...
Friday, November 15, 2013

"Most Investors Will Hold All The Way Down"

›
John Hussman, here , last Tuesday: 'While we can make our case on the basis of fact, theory, data, history, and sometimes just basic ari...
Tuesday, October 29, 2013

"The Mechanism That Ended The Crisis"

›
John Hussman, here : Rather, the crisis ended – and in hindsight, ended precisely – on March 16, 2009, when the Financial Accounting Standar...
Saturday, October 19, 2013

If profit margins were historically normal, the Shiller p/e would be about 29 here, not 24

›
So writes John Hussman, here , on Tuesday last: Meanwhile, the current Shiller P/E (S&P 500 divided by the 10-year average of inflation-...
Saturday, September 28, 2013

10-Year Treasury Rate Ends The Week At 2.64%

›
The 10-year US Treasury Rate ended the week at 2.64%, 43% below the mean level going back to 1871. Despite the best efforts of the US Federa...
Tuesday, September 10, 2013

Low Jobless Claims "Not At All Inconsistent With ... Maximum Market Risk"

›
So says John Hussman, here : "[W]hile the low level of initial claims for unemployment has been a bright spot, the simple fact is that ...
Friday, July 19, 2013

QE Is For The Banks, Nothing Else

›
Quantitative easing is for the banks and nothing else, despite the long-standing professorial deflections to the contrary by Ben Bernanke. O...